74 results for Family Office Tax Manager in Menlo Park, CA
Tax Manager - Public<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>Tax Manager - Public<p>Are you tired of crazy hours, high stress and lack of promotions with your large firm? We can change all that! We are offering an exciting opportunity for a Tax Manager - Public in a CPA firm based in Larkspur, California. The job function involves handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts. The role requires diligent monitoring of tax laws and ensuring our company's tax compliance. There is a partnership opportunity in as soon as 3 years!</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough research on tax-related matters.</p><p>• Undertake the preparation and review of tax returns for a variety of clients, including corporations, partnerships, and individuals with high net worth.</p><p>• Recognize and execute opportunities to minimize effective tax rates.</p><p>• Use Accounting Software Systems and ADP - Financial Services efficiently for various tasks.</p><p>• Apply knowledge of Accounting Functions and Annual Income Tax Provision in daily tasks.</p><p>• Ensure compliance with all relevant laws and regulations.</p><p>• Advise on Entity Formation based on tax considerations.</p><p>• Utilize CCH ProSystem Fx for tax processes and procedures.</p>Tax Planning and Advisory - Family Office / Private Equity<p>For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams</p><p><br></p><p>A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities. Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment. The finance group, which provides support to the Firm, it's partners and managing directors, currently has a team of twenty people including the CFO. This role will be highly consultative and will also have great mentorship from the Director of the team and the CFO. </p><p><br></p><p>This position will be compensated generously according to market benchmarks and also includes an equity component. Cherry on-top, the team has an excellent culture and tenure. </p><p><strong> </strong></p><p><strong>Primary Responsibilities: </strong></p><p><br></p><p><strong>Tax Planning </strong></p><ul><li>Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations</li><li>Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office</li><li>Review income tax returns for various individual, partnership and fiduciary entities for the family office </li><li>Researching tax related issues </li><li>Assisting with special projects on an as-needed basis </li></ul><p><strong>Risk Management </strong></p><ul><li>Identifying and managing risks to the family's wealth, including insurance and asset protection strategies.</li></ul><p><strong>Estate Planning </strong></p><ul><li>Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning.</li></ul><p><strong>Philanthropy </strong></p><ul><li>Managing charitable giving and setting up philanthropic foundations.</li></ul><p><strong>Legal and Compliance</strong> </p><ul><li>Ensuring that all family office activities comply with legal and regulatory requirements.</li></ul><p><strong>Financial Administration</strong> </p><ul><li>Overseeing day-to-day financial operations, bill payments, and cash flow management.</li><li>Coordinating with third-party providers </li><li>Preparing financial statements </li></ul><p><br></p>Tax Director/Manager - Corporate<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE DETAILS </strong></p><p><br></p><p><strong>TAX MANAGER </strong></p><p>Well established and stable real estate company is seeking a Tax Manager with experience in real estate investment trusts (REITs). This is an excellent opportunity to join a company with a great culture and has been on the list of Best Companies to Work.</p><p>Responsibilities:</p><p>The Tax Manager is responsible for assisting with all aspects of income tax compliance, including federal and state, tax planning activities, and other related projects as directed.</p><p>• Prepare/Review/Assist with income tax compliance matters including accurate preparation and timely filing of federal and state income and franchise tax returns, extensions, and estimated tax payments</p><p>• Assist with organizing and registering entities with various state and local tax jurisdictions</p><p>• Prepare/Review quarterly and year-end tax provision and related footnote disclosures</p><p>• Prepare/Review REIT tests and REIT administration activities</p><p>• Research federal and state tax issues and assist in the development of ongoing tax strategies to minimize tax liabilities and maintain REIT status</p><p>• Assist in various other tax matters as needed, including ongoing review of tax procedures to streamline processes and minimize risk</p><p>• Provide ad hoc tax analyses and other special projects as needed</p><p><br></p><p><br></p>Private Equity / VC Tax Manager<p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Join a top fund services firm in California known for its excellent reputation and balanced work culture. Specializing in tax planning, fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like environment with opportunities for professional growth. Enjoy a more manageable busy season while gaining hands-on experience across diverse asset classes. <strong>SUPER FLEXIBLE WITH REMOTE WORK (must live in the Bay Area)</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide comprehensive tax services in line with U.S. tax regulations and deadlines.</li><li>Oversee the preparation and review of federal and state tax returns, ensuring compliance and process control.</li><li>Stay updated on tax legislation changes and advise clients and internal teams.</li><li>Build and manage client relationships with a focus on planning, consulting, and tax risk mitigation.</li><li>Enhance processes with best practices, mentor the tax team, and collaborate with external auditors.</li><li>Calculate quarterly tax payments, handle client and authority inquiries, and manage ad-hoc tax requests.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p>Tax Manager<p>We are seeking a Tax Manager to join our team based in San Francisco, California. This role will focus on the creation and management of income tax provisions, responding to state tax notices and audits, and coordinating tax studies. This position is key to ensuring worldwide compliance and aiding in ad hoc projects or tasks. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Create monthly, quarterly, and annual income tax provisions in line with ASC 740/IAS 12</p><p>• Generate monthly tax entries, account reconciliations, and various tax accounting reports</p><p>• Collaborate with external service providers for the preparation and submission of quarterly estimated payments, extensions, and income tax returns</p><p>• Coordinate with external service providers for tax studies such as Research and Development tax credit and M& E analysis</p><p>• Respond to state tax notices and audits in collaboration with external service providers</p><p>• Partner with affiliates to ensure worldwide tax compliance</p><p>• Research and reply to queries from internal clients on tax issues</p><p>• Assist in completing ad hoc projects or tasks as needed</p><p>• Perform any other duties allocated related to tax management.</p>Tax Manager/ Supervisor<p>We are in search of a Tax Manager/ Supervisor to join our team located in San Francisco, California. This role is integral to our operations, as you will be tasked with handling accounting functions, managing financial services, and ensuring tax compliance. You will be utilizing various accounting software systems to carry out your duties efficiently.</p><p><strong>For immediate consideration, please contact Tejay Segundino directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee and coordinate delivery of U.S. tax services, including complex tax return reviews for corporations, partnerships, and individuals</li><li>Advise clients on complex tax issues, transactions, and structuring strategies</li><li>Review tax provisions in line with U.S. GAAP (ASC 740)</li><li>Collaborate across firm departments to offer comprehensive solutions integrating tax, accounting, and other services</li><li>Maintain expertise in U.S. domestic and international tax provisions</li><li>Cultivate market presence and build strong client relationships</li><li>Establish and enforce risk management policies and best practices</li><li>Mentor, manage, and develop junior tax professionals</li></ul>Controller<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</p>Headline VC Firm - Tax & Accounting Manager<p>Jeff Abrams is seeking a Tax and Fund Accounting Manager to join his client's team in Menlo Park, California. This role primarily involves managing and maintaining general ledgers, preparing financial statements, and coordinating with various service providers for audit and tax filings. Additionally, you will be expected to monitor cash positions, process investment capital calls and distributions, and respond to inquiries.</p><p><br></p><p>Responsibilities:</p><p>· Maintain general ledgers for Funds and GP, including tasks such as recording quarterly expenses, accruals, intercompany transactions, investment activities, and partner allocations.</p><p>· Prepare quarterly and annual financial reports, ensuring accuracy and compliance.</p><p>· Collaborate with the finance team to ensure timely and precise audit and tax filings by coordinating with external service providers, researching complex tax and accounting matters, and supporting both internal and external audit and tax processes.</p><p>· Oversee the cash flow management for assigned Funds, ensuring proper liquidity.</p><p>· Manage and process capital calls and distributions for both Funds and Investments, ensuring accurate records and execution.</p><p>· Review reporting packages prepared by Fund Admin Accountants, including capital calls and distributions, financial statements, and other partner-related documents.</p><p>· Liaise with Investor Relations to address inquiries from limited partners effectively.</p><p><br></p><p>For immediate consideration please apply here AND contact Jeff Abrams via LinkedIn</p>Tax Manager - PublicWe are offering an exciting opportunity for a Tax Manager - Public in San Jose, California. This role operates within the industry, executing tasks related to tax management in a public accounting environment. <br><br>Responsibilities:<br>• Oversee the preparation and review of corporate, partnership, LLC, trust, and HNW individual tax returns.<br>• Provide leadership and manage a team, ensuring efficient operations.<br>• Work closely with clients to address and resolve their inquiries and issues related to tax.<br>• Maintain CPA status in good standing and stay updated with the latest industry trends and regulations.<br>• Handle the preparation and review of audited financial statements.<br>• Manage annual income tax provision activities.<br>• Implement strategies to optimize tax processes and ensure compliance with laws and regulations.<br>• Maintain a flexible work schedule, particularly during the busy season.<br>• Foster a positive and collaborative work environment, promoting teamwork.<br>• Ensure the accuracy and integrity of all tax data and records.Accounting Manager<p>We are offering an exciting opportunity for an Accounting Manager with a healthcare provider based in Alameda, California. This role will involve overseeing accounting operations, managing financial software systems, and ensuring the accuracy of billing functions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Develop and implement policies and tools for strong processes, communication, and workflow across teams.</li><li>Review and approve adjusting journal entries and account reconciliations.</li><li>Prepare, review, and analyze financial statements for GAAP compliance and accuracy including researching and providing technical accounting insight for relevant issues</li><li>Support financial audits with federal, state, and external CPA audits.</li><li>Monitor and improve department workflow for greater efficiency while maintaining accuracy.</li><li>Ensure financial reporting deadlines are met and assist in meeting tax, reporting, and audit requirements.</li><li>Supervise, interview, hire, and train employees; manage work assignments, performance evaluations, and employee issues.</li><li>Assess performance and recommend training to maintain high staff skill levels.</li></ul>Accounting Manager<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ACCOUNTING MANAGER OR CONTROLLER </strong></p><p><br></p><p>Growing real estate company (recently doubled in size) is adding a new Accounting Manager/Controller to join their expanding team. This position will manage a team in their property accounting department.</p><p>Responsibilities:</p><p>-Review reconciliation of all balance sheet accounts and applicable schedules to ensure accurate reporting.</p><p>-Supervise the month-end close process, bank reconciliations, A/R and A/P review and preparation of financial packets.</p><p>-Experience with general ledger and journal entries</p><p>-Prepare and review monthly and quarterly financial statements.</p><p>-Prepare owner distributions (monthly, semi- monthly, quarterly and annually; mortgage payments).</p><p>-Oversee Capex lender reserve draws.</p><p>-File and pay all Personal Property taxes and franchise tax</p><p>-Review & approve Accounts Payable weekly processing</p><p>-Manage and mentor staff</p><p><br></p><p><br></p><p> </p><p> </p><p> </p><p> </p>Staff Accountant<p>We are extending an exciting opportunity for a Staff Accountant in the Tax Consulting industry. The position is based in Palo Alto, California, and will provide an engaging workplace environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Process vendor payments by securing approvals or matching payments with pre-approval documents.</li><li>Monitor discount opportunities, verify wire instructions, schedule and prepare checks.</li><li>Resolve discrepancies and ensure proper documentation for purchase orders, contracts, invoices, and payments.</li><li>Ensure credit is received for outstanding memos; issue stop-payments or amend purchase orders as needed.</li><li>Scan payment documents and maintain an organized electronic filing system.</li><li>Sort and open mail to separate finance-related documents.</li><li>Collect W9 forms from vendors and update the 1099 spreadsheet.</li><li>Address vendor inquiries promptly.</li><li>Assist in preparing and reconciling monthly expense reports, ensuring proper approvals and coding.</li><li>Prepare monthly credit card summary approval report.</li><li>Prepare and process monthly inter-company bill backs.</li><li>Handle check deposits for various entities.</li><li>Assist in preparing monthly/quarterly reports and annual budget templates.</li><li>Request and track charitable acknowledgment confirmations.</li><li>Use spreadsheets and pivot tables for basic analytics and creating schedules.</li><li>Respond to after-hours emails and requests as needed.</li><li>Assist with other ad-hoc projects as assigned.</li><li>Ensure accurate and timely invoice processing.</li><li>Maintain accurate financial records and books.</li><li>Protect client confidentiality regarding records and files.</li></ul><p><br></p>Accounting Manager/Supervisor<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>PROPERTY ACCOUNTING MANAGER</strong></p><p>Responsibilities:</p><p>-Oversee the financial close process for all entities including review and reconciliation of property intercompany eliminations and reporting financial results to management.</p><p>-Work closely with the external auditors and Accounting Leadership to ensure thorough and accurate audits.</p><p>-Serve as the primary liaison between our internal accounting team and external (outsourced) accounting partners.</p><p>-Manage and produce monthly financials for timely and accurate reporting</p><p>-Manage daily operations of the property accounting function, ensuring accurate and timely financial reporting for assigned properties</p><p>-Responsible for reviewing work of staff including, but not limited to monthly account reconciliations, tax returns, and financial statements</p><p>-Present financial information and appropriately research and answer accounting questions to management</p><p>-Review audit schedules and work papers prepared by staff accountant</p><p>-Review or prepare footnotes to the financial statements</p><p>-Assist with the review of the audit reports to ensure audit adjustments are recorded properly and analysis/documentation is completed</p><p>-Collaborate with internal stakeholders to develop and implement process improvements to enhance efficiency and accuracy in property accounting operations</p><p><br></p>Financial Reporting Manager<p>Yuzo Shimura with Robert Half is in search of a Financial Reporting Manager to join his client's team in the Financial Services industry. The role involves guiding the daily operations of the Accounting department, ensuring precise and prompt processing of all departmental tasks. You will also play a key role in staff development, ensuring service provided to employees is both courteous and efficient.</p><p><br></p><p>Responsibilities: </p><p>• Develop written procedures to ensure operational efficiency and compliance with accounting activities within the organization.</p><p>• Act as mentor for employees by coaching and offering feedback to help improve performance.</p><p>• Supervise the preparation of general ledger and subledger account reconciliations by the Accounting staff, ensuring accounts are balanced and outstanding items are cleared within set deadlines.</p><p>• Assist with month-end processing, income and expense review, and financial statement preparation.</p><p>• Act as back-up for all Accounting desks including Accounts Payable, Fixed Assets, Investment Accounting.</p><p>• Assist in the review of the quarterly Call Report and preparation of financial information gathering for auditors, examiners, and regulators.</p><p>• Train and supervise the daily work of accounting employees, addressing questions, concerns, and assisting with job-related problems.</p><p>• Cross-train Accounting staff to ensure all positions are supported during vacations and illnesses and to promote employee growth and development.</p><p>• Assist with software upgrade reviewing and testing, and approve AP and GL posting batches.</p><p>• Assist with the sales and use tax filing to the State Board of Equalization.</p><p><br></p><p>If you are interested in this role, please reach out to Yuzo Shimura via LinkedIn</p>Billing Supervisor/Manager<p>We are seeking a Billings Specialist / Office Manager for our client that is based in Belmont, Ca. This is a direct hire position, in-office 5 days a week. This role will oversee the processing of healthcare billings, tracks budgets, and ensures the protection and confidentiality of health information systems. The successful candidate will also manage the release of information functions for the facility, maintain facility policies, and liaise with various departments to ensure the smooth running of operations.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the maintenance of business office records in accordance with federal and state guidelines</p><p>• Facilitate accounting and billing functions and providing excellent customer service.</p><p>• Act as a liaison with the billing company and complete necessary documentation.</p><p>• Conduct routine audits and focused reviews of problem areas, quality indicators, and survey issues</p><p>• Ensure the security of health information systems and business office records</p><p>• Manage the release of information functions for the facility, reviewing and processing all requests for information</p><p>• Maintain an efficient forms management system for the development, review, and reproduction of facility forms</p><p>• Coordinate with the admissions coordinator to ensure completion of all aspects of the admission process</p><p>• Act as a liaison between Nursing, ancillary disciplines, and the Health Information Department</p><p>• Communicate with Residents/Family as needed</p><p>• Oversee the completion of facility statistical reports such as monthly facility statistics, daily census, licensure reports</p><p><br></p><p><br></p><p><br></p>Financial Planning & Analysis Manager<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</p><p><br></p><p>SR. FINANCIAL ANALYST - hybrid role of finance and some accounting</p><p><br></p><p>Responsibilities:</p><p>Perform highly specialized and complex financial analysis, budget analysis, and </p><p>related fiscal functions for a large and diverse hospital service line/department or is </p><p>responsible for coordinating a major budget/financial analysis program in the Hospital </p><p>Finance Department. Duties include financial planning, forecasting and modeling, </p><p>budget development, performance monitoring and management reporting. Prepare</p><p>and provide complex analysis for special and high-level reports for review at the </p><p>executive level. Track expenses for various cost centers. </p><p>Provide leadership in the fiscal planning process and recommends </p><p>process improvements. </p><p><br></p>Manager of Finance, Planning<p>Reporting into the Associate Director of Finance and Planning, the Manager of Finance and Planning is responsible for the overall financial management. In coordination with Senior Director of Finance and Planning, this position will be responsible for monthly invoicing of all grants and contracts in accordance with funder requirements. Please contact <strong><u>Tra Nguyen via LinkedIn or Email with your updated resume</u></strong> for fastest consideration for this opportunity.</p><p><br></p><p><strong>PRIMARY DUTIES AND RESPONSIBILITIES:</strong></p><ul><li>Ensure timely and accurate processing of all invoices, promoting prompt payment from funders.</li><li>Assist the Senior Director of Finance & Planning (F& P) and CFO in developing the annual agency budget and periodic financial forecasts (monthly or quarterly).</li><li>Support the Senior Director of F& P in managing program and agency budgets, aiming to maximize revenue and identify areas for improvement and cost savings.</li><li>Use financial modeling in coordination with the Senior Director of F& P to simulate scenarios and forecasts, presenting potential outcomes to the CFO/management team to avoid financial pitfalls and recommend solutions for improved financial health.</li><li>Collaborate with Program and Administrative Directors under the Senior Director of F& P’s supervision to drive continuous improvements in financial management.</li><li>Conduct monthly financial assessments with each Director and generate reports for the CFO and senior management team.</li><li>Work with the Senior Controller to ensure financial records' accuracy and compliance with financial regulations and accounting principles.</li><li>Partner with the Development department and Senior Controller to ensure restricted donations are spent per donor restrictions, and reports to funders are accurate and timely.</li><li>Assist the Senior Director of F& P in coordinating compliance audits from public and private agencies.</li><li>Work with the Senior Controller and finance team to ensure successful financial audits for the company and its affiliates.</li><li>Manage additional tasks as assigned.</li></ul>Tax Director/Manager - CorporateWe are offering an exciting opportunity for a Tax Director/Manager - Corporate in Santa Clara, California. Our focus is on the corporate tax industry, where you will have the chance to utilize your skills and contribute to our team. The role encompasses a variety of tasks related to tax provision and compliance, with a strong reliance on your abilities in Adobe Acrobat, ATX Tax Software, CCH ProSystem Fx, CCH Sales Tax, and Compliance software. <br><br>Responsibilities:<br><br>• Accurately processing tax provisions<br>• Overseeing corporate tax operations for 5-7+ years<br>• Utilizing Adobe Acrobat, ATX Tax Software, CCH ProSystem Fx, and CCH Sales Tax in daily tasks<br>• Ensuring compliance with tax regulations using Compliance software<br>• Maintaining documentation for auditing purposes<br>• Balancing tasks between Big 4 Public / Private mix operations<br>• Implementing SAP in managing and organizing tax-related activities<br>• Performing various accounting functions to support the corporate tax department<br>• Managing the annual income tax provision process<br>• Addressing and resolving any tax-related issues as they ariseAccounting Manager<p>We are seeking an experienced and detail-oriented <strong>Accounting Manager</strong> to oversee and manage the <strong>Accounts Payable (AP)</strong> function, with a focus on global operations. The ideal candidate will have a strong background in managing international AP teams, thorough knowledge of <strong>Oracle ERP</strong> systems, and expertise in expense management using <strong>Concur</strong>. This is an exciting opportunity to play a pivotal role in driving efficiency, accuracy, and compliance within the AP and expense reporting functions of a growing, international organization. This role is a contract opportunity for two months to cover a leave of absence.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p> </p><p><strong>Accounts Payable (AP) Management:</strong></p><ul><li>Oversee the end-to-end AP process, including invoice processing, payment approvals, vendor management, and adherence to company policies.</li><li>Manage and support an international AP team, providing guidance, training, and performance reviews to ensure optimal team efficiency and growth.</li><li>Review and enhance AP processes and workflows to ensure timeliness, accuracy, and compliance with local and international regulations.</li></ul><p><strong>Expense Management:</strong></p><ul><li>Administer and monitor the <strong>Concur</strong> expense reporting system to ensure compliance with company policies and processing standards.</li><li>Review employee expense reports, escalating non-compliant items to appropriate stakeholders for resolution.</li><li>Develop and deliver employee training on expense report policies and procedures to maintain companywide compliance.</li></ul><p><strong>ERP System Oversight:</strong></p><ul><li>Use and manage <strong>Oracle ERP system</strong> for AP operations, including data integration, report generation, and troubleshooting system-related issues.</li><li>Identify and implement opportunities for automation and optimization within Oracle ERP and Concur systems to improve workflow efficiencies.</li></ul><p><strong>Compliance & Reporting:</strong></p><ul><li>Ensure all AP and expense management processes adhere to corporate and regulatory requirements, including SOX compliance and local legal obligations across international entities.</li><li>Prepare and review reports related to cash disbursements, AP aging, accruals, and expense trends for senior management.</li></ul><p><strong>Cross-Functional Collaboration:</strong></p><ul><li>Partner with Procurement, Finance, and Operations teams to improve vendor and expense management processes.</li><li>Collaborate with the IT team to troubleshoot and customize functionalities in Oracle and Concur to meet operational needs.</li><li>Support the accounting team during month-end close, including reconciling AP accounts, managing accruals, and providing documentation for audit purposes.</li></ul><p><br></p>Accounting Manager/Supervisor<p>We are seeking an Accounting Manager/Supervisor to join our team located in Watsonville, California. In this role, you will be in charge of various financial duties, including managing the accounting staff, ensuring adherence to GAAP standards, and providing financial reports for the company.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the Accounting Department, which includes an Accounts Receivable & Credit Specialist, Accounts Payable Clerk, and Inventory Management Clerk.</p><p>• Ensure the accounting staff is well-trained, organized and efficient in time management.</p><p>• Participate in monthly close and consolidation processes, including cash reconciliations and account analysis.</p><p>• Prepare and post journal entries to the General Ledger.</p><p>• Ensure timely preparation and presentation of monthly commission reports.</p><p>• Review transactions for adherence to GAAP and recommend business process improvements.</p><p>• Assist in the preparation of monthly and annual financial reporting packages.</p><p>• Provide recommendations for improving the organization's accounting operations.</p><p>• Assist in periodic budgeting/forecasting processes and annual CPA review and audit.</p><p>• Prepare governmental related returns and forms such as Payroll tax, Sales Tax, Property Tax, and Value Added Tax.</p><p>• Review credit balances, refunds, and adjustments, and apply adjustments to billing records.</p><p>• Ensure strict confidentiality of financial records.</p><p>• Work with external accounting and banking personnel for annual review processes.</p><p><br></p><p>Posted by Director of Recruiting </p>Accounting Manager/SupervisorRobert Half is on a search for an experienced Accounting Manager for an immediate opening at an innovative, on-the-rise Wholesale Distribution company. In this position, you will be responsible for leading daily operations, including maintaining the general ledger system, preparing and/or reviewing appropriate ledger entries and reconciliations, preparing monthly, quarterly and annual financial statements, assisting with regulatory reporting as applicable, and related duties. You will establish and scale company accounting and finance operations. This position gives you a great opportunity to work for a company that recognizes hard work and rewards results as the Accounting Manager. This Accounting Manager role is based in the San Jose, California area and is a full-time employment opportunity that is not to be missed!<br><br>What you get to do every day<br><br>- Ensure close deadlines are met by encouraging and managing the accounting team performance during the closing process<br><br>- Assist in the implementation of NetSuite Financials, which includes designing systems and processes, migrating data, testing, training, and administrating<br><br>- Periodically review and inspect the balance sheets and income statement accounts of Senior Accountants<br><br>- Assist in preparing GAAP financial statements through data analysis, document preparation, integrity validation, and reconciliation processes<br><br>- Assemble a variety of technical accounting policies, procedures, and analyses<br><br>- Possessing a thorough knowledge of enterprise resource planning (ERP) systems is valuable<br><br>- Work closely with FP& A and accounting management to create relevant and timely reports on financial data analytics like the monthly flash report, key financial metrics, and actual spend against budgets/outlookSEC Reporting Manager IV<p>We are in search of a SEC Reporting Manager to join our client based in Milpitas, California. As a SEC Reporting Manager, you'll be tasked with preparing financial statements, notes, and managing our company's capital structure. You'll play an integral role in our financial operations, including the preparation of quarterly filings and investor presentation materials. This position offers a long-term contract employment opportunity. </p><p><br></p><p>Responsibilities: </p><p>• Prepare and oversee the company's quarterly filings on Form 10-Q/10-K with the Securities and Exchange Commission</p><p>• Manage the accounting for the company's capital structure, including debt and equity</p><p>• Prepare the company's statement of cash flows</p><p>• Coordinate the preparation of Form 8-K for the quarterly earnings release</p><p>• Develop and maintain accurate financial records</p><p>• Assist in the creation of investor presentation materials</p><p>• Ensure compliance with US GAAP in all financial reporting</p><p>• Oversee the management of stock compensation</p><p>• Utilize Workiva for various accounting functions</p><p>• Perform other related duties as assigned.</p>Cost Controlling Manager<p>We are on the lookout for a proficient Senior Finance Manager to join our team based in Emeryville, California. As a Senior Finance Manager, you will be entrusted with the responsibility of handling various financial and accounting functions, utilizing your skills in CRM, 3M, Concur, and Crystal Reports amongst others. You will play a crucial role in managing budgets, auditing, and employing data mining techniques for efficient operations.</p><p><br></p><p>Responsibilities:</p><ul><li>Role involves financial planning and analysis</li><li>Preparation of monthly industrial financial reports</li><li>Coordination of annual budget and mid-year forecasts</li><li>Assuring reasonability of industrial divisional budgets</li><li>Subject Matter Expert for cost/ finance controlling team</li><li>Support on division-wide initiatives and projects</li><li>Providing ad-hoc financial support to management teams</li><li>Collaboration with affiliates impacting Diagnostics, such as production volume updates</li><li>Assistance in manufacturing & quality financial planning</li><li>Validation of forecast information accuracy in global reporting modules</li><li>Analysis of financial results vs annual budget for Industrial management</li><li>Ensuring accuracy of Master Data related to finance controlling</li><li>Identification and implementation of efficiencies in financial data reporting</li><li>Working with IT teams to ensure system configuration aligns with business structure</li><li>Active participation in global Industrial Finance meetings</li><li>Aimed to improve quality of support provided by Dx Industrial Finance</li></ul>Sr. Manager of Internal Audit<p>Our client is looking for a strong Sr. Manager of Internal Audit. The position is located in California.</p><p><strong><u>Responsibilities</u></strong></p><p>· Lead the Operational Risk-Based Audit team within Internal Audit.</p><p>· Develop and implement a risk-based audit plan for operational audits, aligned with the company's strategic objectives and risk appetite.</p><p>· Lead and manage a team of internal auditors, providing guidance, coaching, and performance feedback.</p><p>· Oversee the execution of audits, including planning, fieldwork, reporting, and follow-up on remediation activities.</p><p>· Evaluate the effectiveness of internal controls over key operational processes, including those related to Workday.</p><p>· Identify and assess operational risks, and provide recommendations for improvement to management.</p><p>· Prepare clear and concise audit reports that effectively communicate findings and recommendations to senior management and the Audit Committee.</p><p>· Build and maintain strong relationships with key partners across the organization, including senior management, process owners, and external auditors.</p><p>· Stay abreast of industry standard methodologies and emerging trends in operational risk management and internal auditing.</p><p>· Contribute to the development and enhancement of the Internal Audit methodology and tools.</p><p>Foster a culture of continuous improvement within the Internal Audit team</p>