<p><strong>Kick off the New Year with your next big career move!</strong> Join a fast-growing investment management firm managing over <strong>$16B in assets</strong>, where your expertise as a Fund Accountant can thrive. <strong><em>Jennifer Fukumae with Robert Half’s Finance & Accounting Division</em></strong> is partnering with this client to find a top-tier professional who excels in a collaborative, intellectually driven environment, gains hands-on experience with complex fund structures, and enjoys the flexibility of a fully remote role. This role sits at the core of the firm’s investment operations. You’ll be responsible for the day-to-day accounting and reporting across multiple strategies while working shoulder-to-shoulder with leaders in finance, operations, and technology. It’s a strong fit for someone who thrives in a detail-driven role and enjoys collaborating in an intellectually curious, research-oriented setting.</p><p> </p><p><strong>What Makes This Role Unique</strong></p><ul><li>A collaborative, supportive culture where employees tend to stay long-term</li><li>Close access to industry veterans, technical experts, and PhD-level professionals</li><li>Exposure to sophisticated, tech-driven investment processes</li><li>A rapidly growing organization, which means evolving responsibilities and room to advance</li><li>Competitive benefits package, including: 20 days PTO, 9 sick days, 401(k) with company match</li></ul><p><strong>Why Consider This Role?</strong></p><p>If you’re looking for a fully remote position that still offers meaningful visibility, challenge, and long-term career trajectory, this is an exceptional opportunity to build a future in fund accounting within a high-growth investment firm.</p>
<p><strong>Looking for a remote Fund Accountant role with a Hedge Fund? Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a tech-forward investment firm seeking a sharp, motivated Fund Accountant</strong> to join their expanding team. This firm has spent nearly two decades building a multi-billion-dollar platform powered by advanced machine learning and quantitative research—making it a destination for those who enjoy solving complex problems in a modern investment environment.</p><p><br></p><p><strong>The Opportunity</strong></p><p>This role sits at the core of the firm’s investment operations. You’ll be responsible for the day-to-day accounting and reporting across multiple strategies while working shoulder-to-shoulder with leaders in finance, operations, and technology. It’s a strong fit for someone who thrives in a detail-driven role and enjoys collaborating in an intellectually curious, research-oriented setting.</p><p><br></p><p> <strong>What Makes This Role Unique</strong></p><ul><li>A collaborative, supportive culture where employees tend to stay long-term</li><li>Close access to industry veterans, technical experts, and PhD-level professionals</li><li>Exposure to sophisticated, tech-driven investment processes</li><li>A rapidly growing organization, which means evolving responsibilities and room to advance</li><li>Competitive benefits package, including:</li><li>20 days PTO</li><li>9 sick days</li><li>401(k) with company match</li><li>Comprehensive health plans on par with leading tech companies</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager| Venture Capital Firm| Palo Alto| Hybrid | Base + Bonus + Excellent Benefits</strong></p><p> </p><p>Join a <strong>leading venture capital firm</strong> with billions under management and a long track record of backing category-defining startups in fintech, enterprise, and digital assets. This is a chance to be part of a hands-on investing platform known for partnering closely with founders and building what’s next.</p><p> </p><p>This role sits at the center of the firm’s finance function and offers real ownership over management company accounting. You’ll work with a collaborative, high-caliber team, influence systems and processes, and help scale operations in a hybrid environment with strong compensation and benefits.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Own quarterly and annual financial statements, reconciliations, and allocations</li><li>Manage cash, general ledger, monthly close, and distributions</li><li>Oversee AP, expense reimbursements, credit cards, and intercompany activity</li><li>Lead payroll and 401(k) administration</li><li>Partner on tax filings with internal leadership and external CPAs</li><li>Support budgeting, forecasting, and internal controls</li><li>Improve accounting systems, tools, and workflows</li><li>Provide oversight and support to fund accounting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Seeking a highly skilled Senior Accountant with experience supporting higher-education financial operations, particularly focused on gifting/fund accounting and strong proficiency with Workday Financial ERP systems. The ideal candidate will play a strategic role in managing accounting activities, ensuring compliance with relevant regulations and university policies, and supporting the stewardship of gift funds.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Oversee fund accounting for gifts, endowments, and special programs with strict adherence to donor intent and institutional guidelines.</li><li>Lead Workday Financial ERP processes, including migration, maintenance, reporting, and automation initiatives for finance modules.</li><li>Collaborate with development, advancement, and academic departments to track, reconcile, and report on gift fund activity.</li><li>Prepare, analyze, and review accounting reports, financial statements, and schedules for internal and external stakeholders.</li><li>Ensure compliance with GASB, FASB, and other relevant accounting standards as they pertain to higher-education and not-for-profit organizations.</li><li>Develop and optimize accounting workflows leveraging Workday to support process efficiency and data integrity.</li><li>Support annual audit processes and contribute to policy development and financial systems enhancements (Based on general knowledge).</li></ul><p><br></p>
<p><strong>Calling Tax Managers looking for an opportunity to join a Hedge Fund!</strong></p><p><br></p><p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a rapidly scaling investment management firm</strong> to identify a <strong>Tax Manager</strong> to join their team in a <strong>fully remote</strong> capacity.</p><p>This firm operates in a highly academic, collaborative environment and has experienced exceptional growth in assets under management over a short period of time. The team works closely with senior leadership, engineering, and fund operations to support complex tax needs and new fund launches.</p><p><br></p><p><strong>Role Overview</strong></p><ul><li>Oversee U.S. tax compliance for assigned funds and related entities, from initial data gathering through final filings</li><li>Review federal and state tax filings and investor reporting for accuracy and completeness</li><li>Serve as a point of contact for investor tax-related questions</li><li>Coordinate with external advisors, banks, legal teams, and internal stakeholders</li><li>Handle time-sensitive tax requests and special projects with precision</li><li>Apply expertise in hedge fund tax considerations, including foreign investor structures and tax exposure analysis</li><li>Partner with fund accounting and operations teams on ongoing processes</li><li>Perform monthly income tax assessments and review pass-through entity tax calculations</li></ul><p><strong>Why This Opportunity</strong></p><ul><li>Fully remote role with strong work-life balance</li><li>Collegial, collaborative culture with excellent team tenure</li><li>Leadership team with deep academic and technical backgrounds (PhD-led organization)</li><li>Exposure to senior leadership and decision-makers</li><li>Opportunity to support new fund launches and process automation initiatives</li><li>Extremely fast-growing organization with significant AUM expansion</li><li>Competitive benefits package, including:</li><li>20 days PTO + 9 sick days</li><li>401(k) with company match</li><li>Premium health benefits comparable to top-tier tech firms</li></ul><p><br></p>
We are looking for an experienced Controller to join our team in Hayward, California. This leadership role will focus on managing financial operations, ensuring compliance, and driving efficiency across various accounting functions. The ideal candidate will have extensive experience in financial oversight, team management, and compliance within the healthcare or non-profit sectors.<br><br>Responsibilities:<br>• Establish and maintain robust internal controls to safeguard revenue, expenses, and program budgets.<br>• Ensure compliance with government regulations and manage contracts effectively.<br>• Lead, develop, and mentor a team of five or more staff members, fostering collaboration and cross-training.<br>• Develop and implement financial policies and procedures to enhance organizational efficiency.<br>• Supervise accurate and timely submission of tax filings, including 990, 5500, W-2s, and other required documents.<br>• Oversee accounts payable, accounts receivable, payroll, and general ledger operations to ensure smooth financial processes.<br>• Manage organizational cash flow and provide recommendations for fund transfers to meet operational needs.<br>• Review reconciliations, journal entries, and financial reports for accuracy and compliance.<br>• Coordinate annual cost report preparation and ensure adherence to funding agreements and contracts.<br>• Facilitate monthly budget meetings with program managers to monitor financial performance and guide cost management.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax Accountant| Wealth Management Firm | Walnut Creek | Hybrid </strong></p><p> </p><p>Our client is a <strong>boutique wealth management firm</strong> offering personalized tax and financial services to a select client base. The team values collaboration, flexibility, and long-term growth, creating an environment where professionals can build meaningful careers.</p><p> </p><p>This role offers<strong> strong compensation</strong>, company-paid health and dental insurance, paid time off and holidays, 401(k) contributions, and ongoing professional development. You’ll work closely with experienced leaders, have flexibility through a hybrid schedule, and gain the opportunity to grow into technical review and leadership responsibilities over time.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and review individual and business tax returns</li><li>Support technical tax questions and client needs</li><li>Collaborate with leadership and cross-functional teams</li><li>Take on increasing responsibility as you grow</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Venture Capital Firm| Orinda| Hybrid; 3 days</strong></p><p> </p><p>Join a forward-thinking investment firm that backs innovative technology and internet companies across multiple growth stages. Known for its impactful portfolio and collaborative culture, the firm offers hands-on exposure, strong growth potential, and a supportive environment. Benefits include full health coverage, unlimited PTO, and office perks like lunch and snacks.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage accounting for both management company and general partner levels</li><li>Execute month-end and quarter-end closings</li><li>Handle treasury operations and wire transfers</li><li>Prepare distributions and allocations</li><li>Support tax activities and reporting</li><li>Take on additional responsibilities based on your skills and experience</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Venture Capital Firm| Orinda| Hybrid; 3 days</strong></p><p> </p><p>Join a forward-thinking investment firm that backs innovative technology and internet companies across multiple growth stages. Known for its impactful portfolio and collaborative culture, the firm offers hands-on exposure, strong growth potential, and a supportive environment. Benefits include full health coverage, unlimited PTO, and office perks like lunch and snacks.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li><strong>Manage accounting for both management company and general partner levels</strong></li><li>Execute month-end and quarter-end closings</li><li>Handle treasury operations and wire transfers</li><li>Prepare distributions and allocations</li><li>Support tax activities and reporting</li><li>Take on additional responsibilities based on your skills and experience</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</strong></p><p><br></p><p><strong>2 OPEN POSITIONS: PROJECT ACCOUNTANT & PROJECT ADMIN</strong></p><p><br></p><p>Well established and stable general contractor company with over 700 employees is seeking 2 Project Accountants to join their growing accounting team. This is an excellent opportunity with a family-oriented culture.</p><p> </p><p><strong>POSITION SUMMARY </strong></p><p>A Project Accountant is responsible for managing the financial aspects of individual projects, including tracking costs, preparing project budgets, analyzing variances, generating financial reports, and ensuring positive cashflow through timely invoice submission, and collection of receivables. This position will provide critical financial data to guide project decision-making. </p><p> </p><p><strong>ESSENTIAL FUNCTIONS/RESPONSIBILITIES </strong></p><p>-Manage all accounting related functions for multiple projects throughout the project’s lifecycle. </p><p>-Review project contracts to identify and ensure adherence to all job requirements, including invoicing, payment terms, insurance, labor compliance, etc. </p><p>-Process job documentation including change orders, insurance certificates, preliminary lien notices, warranties, and owner manuals. </p><p>-Work closely with operations team to ensure accurate and timely submission of client invoices and collection of receivables. </p><p>-Overseeing and entering accurate and timely job costs against budget, including payroll, material, subcontractor, and other miscellaneous expenses. </p><p>-Correspond with vendors and subcontractors on issues including invoicing, issue resolutions, waiver collection, etc. </p><p>-Foster and promote working relationships with suppliers and subcontractors. </p><p>-Generate reports related to Accounts Payable, Accounts Receivable, Contract Status, Job Costs, etc. </p><p>-Providing support during month, quarter, and year-end close. </p><p>-Complete other related duties as assigned or as needed. </p><p><strong> </strong></p><p><br></p>
<p>We are looking for an experienced Senior Project Accountant to join our team in Oakland, California. In this role, you will oversee key financial processes, ensuring accuracy and compliance with accounting standards. Your expertise will be crucial in managing month-end close activities, reconciling accounts, and maintaining the integrity of the general ledger.</p><p><br></p><p>Responsibilities:</p><ul><li>Draft, review, and negotiate customer and subcontractor agreements; maintain standardized templates.</li><li>Track contract milestones to ensure timely execution, amendments, and renewals.</li><li>Procure and manage surety bonds; evaluate insurance coverage and recommend cost-effective strategies.</li><li>Serve as primary contact for risk management; monitor subcontractor compliance and key documentation.</li><li>Maintain organized, auditable contract records and provide leadership reports on risk and renewals.</li><li>Prepare and submit client pre-qualification packages; track approvals and maintain company standing.</li><li>Monitor and renew licenses, permits, and regulatory filings; escalate compliance issues as needed.</li><li>Identify and implement process improvements and new technologies to enhance contract and compliance management.</li></ul>
<p>We’re partnering with a dynamic, private equity-owned company recognized for its resilience and adaptability in today’s business landscape. Our client is seeking talented accounting professionals to help drive financial transformation and operational excellence. This is an exciting opportunity to join an organization focused on growth and continuous improvement, where your expertise can make a visible impact.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Reconcile general ledger (GL) accounts and all balance sheet accounts</li><li>Review and maintain closing schedules; identify possible improvements to the close process</li><li>Reconcile inventory accounts and support accurate inventory reporting</li><li>Support transition from a traditional month-end (ME) process to 445 close schedules</li><li>Liaise with auditors and internal stakeholders to ensure timely, accurate reporting</li></ul><p>Apply now or contact Dennis Brinkmann for immediate consideration - 925-271-4809</p><p><br></p><p><br></p>
<p>We’re partnering with a dynamic, private equity-owned company recognized for its resilience and adaptability in today’s business landscape. Our client is seeking talented accounting professionals to help drive financial transformation and operational excellence. This is an exciting opportunity to join an organization focused on growth and continuous improvement, where your expertise can make a visible impact.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Reconcile general ledger (GL) accounts and all balance sheet accounts</li><li>Review and maintain closing schedules; identify possible improvements to the close process</li><li>Reconcile inventory accounts and support accurate inventory reporting</li><li>Support transition from a traditional month-end (ME) process to 445 close schedules</li><li>Liaise with auditors and internal stakeholders to ensure timely, accurate reporting</li></ul><p>Apply now or contact Dennis Brinkmann for immediate consideration - 925-271-4809</p><p><br></p><p><br></p>
<p>Corporate Staff Tax Accountant opportunity, contract to full time. Responsible to prepare, examine, and file company tax records while ensuring compliance with federal, state, and local regulations. Key responsibilities include preparing corporate income tax returns, multi-state sales and use tax returns, and working on tax provisions. Additionally, responsible for performing tax reconciliations and adjustments.</p><p> Duties: </p><p>● Manage all sales and use tax matters. </p><p>● Manage multi-state sales and use tax, franchise tax, and other local tax obligations for all Subsidiaries</p><p>● Maintain records of all tax filings, payments, and correspondence</p><p>● Assist in the preparation and filing of federal and state income tax returns (30+ states) as well as supporting the Tax Manager in the preparation of the income tax provision for financial statement purposes</p><p>● Prepare various schedules regarding tax planning including projected effective tax rates and other forecasting with the Tax Manager</p><p>● Comply with evolving tax laws</p><p>● Interface with various tax authorities including handling tax audits </p><p>● Stay current with any current or future pronouncements regarding tax policy changes</p><p>● Identify opportunities to improve and otherwise streamline tax function, including optimizing current processes</p><p>● Act as a knowledge base for state and local tax regulations for project or financial managers, which may include new research tasks</p><p>● Support clarity regarding tax considerations to a non-tax audience </p><p><br></p>
<p>We’re partnering with a dynamic, private equity-owned company recognized for its resilience and adaptability in today’s business landscape. Our client is seeking talented accounting professionals to help drive financial transformation and operational excellence. This is an exciting opportunity to join an organization focused on growth and continuous improvement, where your expertise can make a visible impact.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Reconcile general ledger (GL) accounts and all balance sheet accounts.</li><li>Review and maintain closing schedules; identify possible improvements to the close process.</li><li>Reconcile inventory accounts and support accurate inventory reporting.</li><li>Support transition from a traditional month-end (ME) process to 445 close schedules.</li><li>Liaise with auditors and internal stakeholders to ensure timely, accurate reporting.</li></ul><p>Apply now or contact Dennis Brinkmann for immediate consideration - 925-271-4809.</p><p><br></p>
We are looking for an experienced Senior GL Accountant to join our team in San Jose, California. This is a long-term contract position offering an opportunity to contribute to critical accounting processes and ensure accurate financial reporting. The ideal candidate will possess strong expertise in general ledger accounting and month-end close procedures.<br><br>Responsibilities:<br>• Manage and execute month-end close activities, ensuring timely and accurate completion of financial statements.<br>• Prepare and post journal entries to maintain the integrity of accounting records.<br>• Conduct detailed account reconciliations to identify discrepancies and resolve issues effectively.<br>• Oversee bank reconciliations to ensure alignment between financial records and bank statements.<br>• Review and maintain general ledger accounts, ensuring compliance with accounting standards.<br>• Collaborate with cross-functional teams to address financial reporting needs and improve processes.<br>• Analyze financial data to support decision-making and enhance operational efficiency.<br>• Ensure compliance with company policies and regulatory requirements during all accounting processes.<br>• Provide support for audits by preparing necessary documentation and responding to inquiries.<br>• Continuously evaluate and improve accounting procedures to enhance accuracy and efficiency.
<p>We are seeking an experienced Bookkeeper & Tax Preparer to support our busy tax season. You will primarily handle individual tax returns, contribute to light business tax filings, and manage full-cycle bookkeeping for select clients. QuickBooks is a critical tool for day-to-day operations, so proficiency is a must.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare individual income tax returns (Form 1040 and related Schedules A-E)</li><li>Prepare a limited number of business returns (approx. 5%)</li><li>Complete full-service bookkeeping, including account reconciliations and monthly Profit & Loss (P& L) statements, for 4–5 clients using QuickBooks</li><li>Manage data entry for insurance-related business as needed</li><li>Communicate with clients regarding missing information and filing status</li><li>Use Drake and QuickBooks daily</li></ul><p>Apply now or contact Dennis Brinkmann for immediate consideration - 925-271-4809</p>
<p>We are looking for a highly skilled Full Charge Bookkeeper/Accountant to join our clients team in Concord, California. In this Contract to permanent position, you will play a critical part in managing financial operations, ensuring compliance, and maintaining accurate records for the organization. This position offers the opportunity to contribute to meaningful financial processes while collaborating across departments.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Maintain accurate general ledger records and reconcile bank statements to ensure financial data integrity.</p><p>• Process transactions such as donations, grants, membership dues, and operational expenses, ensuring timely deposits and payments.</p><p>• Oversee payroll activities, including benefits administration and tax filings, in coordination with HR.</p><p>• Assist in budget preparation and provide detailed reports on variances between actuals and projections.</p><p>• Track and monitor both restricted and unrestricted funds, ensuring compliance with grant agreements and funding requirements.</p><p>• Prepare financial reports including trial balances, balance sheets, income statements, and cash flow statements, while supporting audit preparation.</p><p>• Collaborate with external accountants for tax filings, audits, and compliance with nonprofit regulations.</p><p>• Maintain donor and vendor records, handle acknowledgments, and coordinate correspondence to strengthen relationships.</p><p>• Ensure accurate documentation of assets, liabilities, volunteer hours, and insurance records in line with organizational policies.</p>
<p>Looking for an opportunity to be a Controller for a growing Venture Capital firm? Our client is a venture capital firm investing in high-potential companies across enterprise software, fintech, and other innovative sectors. The firm operates with a lean, entrepreneurial mindset and a highly collaborative culture. The team values strategic thinking, flexibility, and a long-term perspective focused on building durable, sustainable businesses.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Own fund administration from end to end, including quarterly closes, audits, tax compliance, and fair value/ASC 820 processes</li><li>Lead financial operations for both the funds and management company, including budgeting, forecasting, and internal reporting</li><li>Build and maintain systems for deal tracking, legal documentation, portfolio monitoring, and performance analytics</li><li>Prepare financial and operational materials for LP communications, advisory boards, leadership, and internal reviews</li><li>Coordinate with external fund administrators, accounting firms, and service providers to ensure accuracy, timeliness, and strong controls</li><li>Manage treasury functions such as cash management, capital calls, distributions, and carried interest calculations</li><li>Support quarterly and annual financial statements, audit deliverables, and tax filings</li><li>Assist with compliance, fundraising, and investor relations efforts, including regulatory filings, data rooms, diligence requests, and LP reporting</li></ul><p><br></p>
We are looking for a detail-oriented Staff Accountant to join our team in Morgan Hill, California. This is a long-term contract position, offering an excellent opportunity to contribute to financial operations and ensure compliance with accounting standards. The ideal candidate will have experience in corporate tax, general ledger management, and journal entries.<br><br>Responsibilities:<br>• Prepare and file corporate tax returns, ensuring compliance with all applicable regulations.<br>• Manage sales tax processes, including accurate calculations and timely submissions.<br>• Create and record journal entries to maintain accurate financial records.<br>• Oversee general ledger accounts, performing reconciliations and resolving discrepancies.<br>• Collaborate with other departments to ensure accurate reporting of financial data.<br>• Assist in audits by providing necessary documentation and addressing inquiries.<br>• Monitor and analyze financial transactions to identify trends and areas for improvement.<br>• Maintain knowledge of current tax laws to ensure compliance and advise on necessary changes.<br>• Support month-end and year-end closing processes by preparing financial statements and reports.<br>• Ensure accuracy and integrity in all accounting tasks performed.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>AP SPECIALIST</strong></p><p><strong>90K-95K + BONUS + EQUITY</strong></p><p><br></p><p>Exciting opportunity to join a growing publicly traded biotech company seeking an AP Specialist to join their expanding team. Position offers a competitive salary and excellent benefits!</p><p>Responsibilities:</p><p>• Verify and process vendor invoices in a precise and timely manner.</p><p>• Maintain a large number of vendor accounts while adhering to company policies and procedures.</p><p>• Collaborate with vendors and internal teams to resolve discrepancies swiftly.</p><p>• Perform 3-way and 2-way matching of invoices to purchase orders.</p><p>• Reconcile vendor statements and work with the Purchasing team to resolve discrepancies.</p><p>• Process employee expense reports, validate expenses are within company guidelines, correct errors, and question abnormal expenses.</p><p>• Participate in system enhancements and upgrades in collaboration with Financial Systems team.</p><p>• Provide excellent customer service to all stakeholders, including vendors, management, and colleagues.</p><p>• Perform special projects and other ad-hoc duties as needed.</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Tax Manager – Wealth Management</strong></p><p><br></p><p><strong>About Us</strong></p><p>We are a boutique wealth management firm with an integrated tax practice, offering personalized financial and tax solutions to a select group of clients. Our culture emphasizes collaboration, continuous learning, and professional growth. We value team members who are eager to develop their expertise and contribute to a supportive, client-focused environment.</p><p><br></p><p><strong>The Role</strong></p><p>We are seeking a <strong>Tax Manager</strong> with strong technical review experience to lead the team, review and sign returns, and serve as a key resource during and beyond tax season.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review individual and business tax returns</li><li>Provide second-level reviews and resolve technical tax issues</li><li>Support and mentor tax preparers and bookkeepers</li><li>Assist with client communications and ensure quality standards</li></ul><p><strong>Benefits</strong></p><ul><li>Company-paid health and dental insurance</li><li>Paid time off and holidays</li><li>401(k) plan with employer contributions</li><li>Professional development and growth opportunities</li></ul>
<p>Robert Half’s Full-Time Engagement Professionals team is hiring an Entry-Level Accountant. This full-time role offers hands-on experience with a variety of clients, helping you build key accounting skills, contribute to significant projects, grow your professional network, and enjoy the stability and growth opportunities of permanent employment.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located on LinkedIn. </p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Support Accounts Payable and Receivable</li><li>Assist with general ledger entries and account reconciliations</li><li>Support month-end and year-end close processes</li><li>Help prepare financial statements and reports</li><li>Perform data entry and maintain accurate financial records</li><li>Contribute to special projects across multiple industries</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Be part of an innovative and respected organization</li><li>Build a strong foundation for your accounting career</li><li>Gain exposure to different systems, teams, and industries</li></ul>
<p>We’re hiring a Staff Accountant to join our Full-Time Engagement Professionals (FTEP) team. Experience full-time stability and benefits while working on a variety of client projects across industries. Leverage your accounting expertise to provide essential support, tackle impactful assignments, and grow your career with our team. Apply today to get started.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Key Responsibilities: </strong></p><p>· Perform general ledger accounting, journal entries, and account reconciliations.</p><p>· Support month-end and year-end close processes, including financial statement preparation.</p><p>· Analyze and resolve discrepancies in accounts, ensuring accuracy and compliance.</p><p>· Assist with payroll processing, accounts payable/receivable, and fixed asset accounting.</p><p>· Prepare reports for management and provide recommendations for process improvements.</p>
<p>Robert Half is in search for a Trust Accountant for a law firm in Walnut Creek.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Ensure compliance with state trust accounting guidelines and internal procedures.</li><li>Manage trust account activity, including deposits, settlements, refunds, and fund transfers to operating accounts.</li><li>Record all transactions in Aderant at the matter level and complete timely bank reconciliations.</li><li>Monitor and research outstanding checks and prepare trust balance reports and other analyses as requested.</li><li>Collaborate with Accounts Payable, Collections, General Ledger, and Cash Receipts teams to ensure accuracy and efficiency.</li><li>Support process improvements by recommending and implementing new accounting controls.</li><li>Prepare and file annual 1099 forms and assist with trust-related projects, including aging analysis and other initiatives assigned by leadership.</li></ul><p><br></p>
