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100 results for Financial Analyst in Milpitas, CA

Fund Accounting Manager | $180K + Bonus + Profit Sharing
  • Oakland, CA
  • remote
  • Permanent / Full Time
  • 150000.00 - 180000.00 USD / Yearly
  • <p><strong>Interested? Connect with me on LinkedIn at Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p><strong>&#128176; Fund Accounting Manager | $150K–$180K + ~20% Bonus + Profit Sharing</strong></p><p><strong>&#128205; San Francisco Financial District | Hybrid</strong></p><p><br></p><p><strong>I’m working on an opportunity with a leading private equity fund manager overseeing more than $10 billion in assets.</strong></p><p><strong>This is more than a financial reporting role. You’ll work closely with Finance leadership, oversee critical fund accounting processes, partner with external audit and tax providers, and help develop junior team members within a sophisticated global investment platform.</strong></p><p><strong> </strong></p><p><strong>&#128161; What You’ll Do</strong></p><ul><li><strong>Review quarterly and annual fund financial statements for accuracy and US GAAP compliance</strong></li><li><strong>Oversee audit and tax processes alongside Finance leadership and external service providers</strong></li><li><strong>Review LP and underlying investment capital calls and distributions</strong></li><li><strong>Monitor fund cash positions and forecast liquidity requirements</strong></li><li><strong>Research complex accounting and tax matters and advise on non-routine transactions</strong></li><li><strong>Respond to LP inquiries and support ad hoc reporting and regulatory compliance</strong></li><li><strong>Identify process improvements that strengthen efficiency, accuracy, and controls</strong></li><li><strong>Lead, mentor, and develop junior team members</strong></li></ul><p><br></p>
  • 2026-10-26T07:28:42Z
Accounting Manager
  • Union City, CA
  • onsite
  • Permanent / Full Time
  • 130000.00 - 150000.00 USD / Yearly
  • <p>We are looking for an Accounting Manager to oversee core accounting operations and ensure accurate, timely financial reporting for the organization in Union City, California. This role will lead essential close activities, maintain the integrity of the general ledger, and support audit readiness through strong controls and documentation. The ideal candidate brings a hands-on approach to account analysis, reconciliations, and journal entry review while partnering across teams to strengthen accounting processes.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day AR, AP, and GL operations</p><p>• Own month-end close and financial reporting accuracy</p><p>• Validate journal entries, reconciliations, balances, and variances</p><p>• Create and deliver financial and KPI reports</p><p>• Support development of the annual financial plan</p><p>• Streamline controls, processes, and workflows; ensure proper period close and documentation</p><p>• Lead financial statements and audit support</p><p>• Partner with departments on accurate revenue and expense recognition</p><p>• Hire, coach, and retain accounting staff</p><p>• Oversee sales tax, returns, 1099s, and regulatory compliance</p><p>• Assess and implement accounting systems and tools</p><p>• Ensure compliance with current US GAAP standards</p><p>• Maintain fixed asset and lease accounting records</p><p>• Lead and support ad hoc initiatives, process improvements, and system upgrades</p>
  • 2026-10-09T15:48:44Z
Fund Accounting Manager | $180K + Bonus + Profit Sharing
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 150000.00 - 180000.00 USD / Yearly
  • <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p><strong>&#128176; Fund Accounting Manager | $150K–$180K + ~20% Bonus + Profit Sharing</strong></p><p><strong>&#128205; San Francisco Financial District | Hybrid</strong></p><p><br></p><p><strong>I’m working on an opportunity with a leading private equity fund manager overseeing more than $10 billion in assets.</strong></p><p><br></p><p><strong>This is more than a financial reporting role. You’ll work closely with Finance leadership, oversee critical fund accounting processes, partner with external audit and tax providers, and help develop junior team members within a sophisticated global investment platform.</strong></p><p><strong> </strong></p><p><strong>&#128161; What You’ll Do</strong></p><ul><li><strong>Review quarterly and annual fund financial statements for accuracy and US GAAP compliance</strong></li><li><strong>Oversee audit and tax processes alongside Finance leadership and external service providers</strong></li><li><strong>Review LP and underlying investment capital calls and distributions</strong></li><li><strong>Monitor fund cash positions and forecast liquidity requirements</strong></li><li><strong>Research complex accounting and tax matters and advise on non-routine transactions</strong></li><li><strong>Respond to LP inquiries and support ad hoc reporting and regulatory compliance</strong></li><li><strong>Identify process improvements that strengthen efficiency, accuracy, and controls</strong></li><li><strong>Lead, mentor, and develop junior team members</strong></li></ul><p><br></p>
  • 2026-11-09T06:24:02Z
Fund Accounting Manager | $180K + Bonus + Profit Sharing
  • Oakland, CA
  • remote
  • Permanent / Full Time
  • 150000.00 - 180000.00 USD / Yearly
  • <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p><strong>&#128176; Fund Accounting Manager | $150K–$180K + ~20% Bonus + Profit Sharing</strong></p><p><strong>&#128205; San Francisco Financial District | Hybrid</strong></p><p><br></p><p><strong>I’m working on an opportunity with a leading private equity fund manager overseeing more than $10 billion in assets.</strong></p><p><br></p><p><strong>This is more than a financial reporting role. You’ll work closely with Finance leadership, oversee critical fund accounting processes, partner with external audit and tax providers, and help develop junior team members within a sophisticated global investment platform.</strong></p><p><strong> </strong></p><p><strong>&#128161; What You’ll Do</strong></p><ul><li><strong>Review quarterly and annual fund financial statements for accuracy and US GAAP compliance</strong></li><li><strong>Oversee audit and tax processes alongside Finance leadership and external service providers</strong></li><li><strong>Review LP and underlying investment capital calls and distributions</strong></li><li><strong>Monitor fund cash positions and forecast liquidity requirements</strong></li><li><strong>Research complex accounting and tax matters and advise on non-routine transactions</strong></li><li><strong>Respond to LP inquiries and support ad hoc reporting and regulatory compliance</strong></li><li><strong>Identify process improvements that strengthen efficiency, accuracy, and controls</strong></li><li><strong>Lead, mentor, and develop junior team members</strong></li></ul><p><br></p>
  • 2026-11-09T06:24:02Z
Accounting Manager
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 95000.00 - 110000.00 USD / Yearly
  • <p>We are looking for an Accounting Manager to lead core accounting operations and support the financial health of our Oakland, California organization. This role will manage cash activity, oversee reporting and compliance processes, and ensure accurate month-end and year-end close activities. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to keep financial operations organized, accurate, and timely.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage daily cash operations, cash flow forecasting, and account funding.</li><li>Handle electronic payments, including payroll, tax remittances, and other transfers.</li><li>Reconcile bank accounts and maintain accurate financial records.</li><li>Prepare monthly and year-end financial statements and operational cash reports.</li><li>Monitor accounts payable, accounts receivable, and overall cash activity.</li><li>Review and process tax obligations, including sales, property, and income taxes.</li><li>Support audits and prepare financial information for banks, lenders, and other stakeholders.</li><li>Oversee company insurance programs and maintain accounting policies and procedures.</li></ul>
  • 2026-10-26T17:33:43Z
Senior Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 130000.00 - 180000.00 USD / Yearly
  • <p>We are looking for an experienced Senior Accounting Manager to lead core accounting activities and help maintain accurate, timely financial reporting for our San Francisco, California team. This role will oversee key close processes, strengthen balance sheet integrity, and support day-to-day accounting operations with a strong command of reconciliations and ledger management. The ideal candidate brings a hands-on approach, sound technical accounting knowledge, and the ability to improve consistency across essential financial workflows.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead full monthly close, including journal entries, reconciliations, accruals, and financial reporting</li><li>Develop inventory, cost, and manufacturing accounting processes</li><li>Build and enhance accounting systems, reporting tools, and infrastructure</li><li>Establish controls, policies, and audit-ready procedures to support growth</li><li>Streamline AP/AR processes and assist with cash flow management</li><li>Deliver timely financial reports for executives, board members, and investors</li><li>Partner with operations and cross-functional teams to ensure financial accuracy</li><li>Oversee tax compliance and coordinate with external advisors</li><li>Manage audit preparation and external auditor relationships</li><li>Recruit, mentor, and lead a growing accounting team</li></ul><p><br></p>
  • 2026-11-09T16:44:11Z
Accounting Manager/Supervisor
  • Livermore, CA
  • onsite
  • Permanent / Full Time
  • 110000.00 - 140000.00 USD / Yearly
  • We are looking for an experienced accounting leader to oversee financial operations for multiple privately held businesses in Livermore, California. This position serves as a key advisor to company leadership while managing the full accounting cycle, maintaining strong internal controls, and delivering accurate financial information for decision-making. The role is ideal for someone with a background in construction-related accounting who can balance day-to-day execution with high-level financial oversight.<br><br>Responsibilities:<br>• Direct the complete accounting function across three related entities, ensuring accurate records, timely transaction processing, and reliable financial data.<br>• Lead daily accounting activities by guiding support staff responsible for payables, receivables, billing administration, payroll input, and other transactional tasks.<br>• Oversee weekly payroll operations, including multistate processing, labor tracking, job cost allocation, and reporting for certified and prevailing wage requirements.<br>• Produce monthly and annual financial statements, management reports, and supporting analyses to highlight performance and operating trends.<br>• Manage customer invoicing, subcontractor disbursements, draw schedules, and lien documentation to keep project-related financial activity aligned with contract milestones.<br>• Monitor construction cost activity by reconciling project expenses, reviewing change orders, and assigning costs accurately across jobs and business units.<br>• Partner with the president and project leadership to review budgets, validate project financials, and support informed operational decisions.<br>• Maintain compliance with applicable tax rules, payroll regulations, and construction-related reporting standards at the state and federal levels.<br>• Prepare schedules and documentation needed for audits, tax filings, and project closeout processes while supporting the use of accounting platforms common to the construction industry.
  • 2026-11-05T16:28:46Z
Tax Manager - Public
  • San Rafael, CA
  • onsite
  • Permanent / Full Time
  • 150000.00 - 190000.00 USD / Yearly
  • <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>
  • 2026-10-26T16:34:05Z
Internal Audit Manager/Director
  • San Jose, CA
  • onsite
  • Permanent / Full Time
  • 110000.00 - 120000.00 USD / Yearly
  • <p><strong>We're Hiring: Internal Auditor – Financial & Compliance Auditing</strong></p><p>An established organization in the San Jose area is seeking an experienced Internal Auditor to join its team. This position will be responsible for conducting financial, operational, and compliance audits; evaluating internal controls and financial reporting; identifying risk areas; and providing recommendations for process improvements. Additional responsibilities include conducting fraud investigations, developing audit procedures, preparing audit reports, and working closely with leadership and various organizational stakeholders. The ideal candidate will have a bachelor's degree in Business or Accounting, 3–5 years of public accounting or internal audit experience, and strong knowledge of financial reporting, QuickBooks, Microsoft Excel, and internal controls. A CPA, CIA, or CFE certification is a plus, and bilingual English/Spanish skills are preferred.</p><p> </p><p>If you have a strong background in accounting, auditing, risk assessment, and financial compliance and are interested in an opportunity where you can make a meaningful impact, I'd love to connect. Please send your resume directly to Gary Daum for confidential consideration. Feel free to share with anyone in your network who may be a good fit!</p>
  • 2026-11-02T23:14:02Z
Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 110000.00 - 140000.00 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Accounting Manager</p><p>&#128205; San Francisco, CA (Hybrid, Market Hours | start @ 7am)</p><p>&#127970; Alternative Investment Solutions Firm</p><p>&#128176; Competitive Base + Bonus </p><p><br></p><p>Our client is a highly respected alternative investment solutions firm that partners with sophisticated hedge funds, venture capital firms, private equity funds, and investment managers. Rather than being tied to a single fund, you'll gain exposure to a diverse range of investment strategies, fund structures, and complex operational challenges while serving as a trusted accounting and operations partner to emerging and established investment firms. This is an ideal opportunity for a hedge fund professional who enjoys solving problems, managing client relationships, and operating at the intersection of accounting, operations, investor reporting, fund administration, and CFO-level advisory work.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><p><strong>Lead Hedge Fund Accounting & Client Delivery</strong></p><ul><li>Oversee month-end and quarter-end close, NAV reviews, financial statements, and investor reporting.</li><li>Partner with fund administrators, auditors, tax advisors, custodians, and prime brokers.</li><li>Support valuations, audits, tax reporting, budgeting, and management company oversight.</li></ul><p><strong>Drive Operations & Client Success</strong></p><ul><li>Monitor portfolio reconciliations and trading activity.</li><li>Manage investor requests, operational due diligence, and special projects.</li><li>Collaborate across accounting, operations, compliance, legal, tax, and technology teams.</li></ul><p><strong>Mentor & Develop Staff</strong></p><ul><li>Review team deliverables and provide technical accounting guidance.</li><li>Support training, coaching, and professional development initiatives.</li></ul><p><strong>Why Professionals Love This Opportunity</strong></p><p>&#127969; True hybrid flexibility with minimal in-office requirements</p><p>⚖️ Greater stability than working directly for a single fund</p><p>&#128200; Exposure to multiple hedge funds, strategies, and investment structures</p><p>&#129504; Broad operational, accounting, tax, compliance, and CFO-level experience</p><p>&#127796; Exceptional PTO package, including four weeks of vacation plus additional sick time</p><p>&#129309; Collaborative, entrepreneurial culture that values initiative and accountability</p><p>&#128640; Excellent platform for professionals looking to accelerate toward senior management, outsourced CFO, or fund leadership roles</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
  • 2026-11-09T21:18:41Z
Private Equity, Fund Accounting Manager
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 130000.00 - 180000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 1-2 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p><br></p><p>Join a leading private investment firm with a global platform and a strong reputation in alternative investments. The firm offers exposure to sophisticated fund structures, long-term career growth, and a collaborative culture where team members have visibility and impact.</p><p><br></p><p>This is an opportunity to join a <strong>high-performing, well-resourced team</strong> with exposure to complex fund operations, strategic initiatives, and senior leadership. The firm offers <strong>top-tier compensation, excellent benefits, and meaningful opportunities for advancement and professional development</strong>.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external service providers</li><li>Monitor fund cash flows, forecasts, and liquidity</li><li>Review capital calls, distributions, and investor activity</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on key business and operational priorities</li><li>Drive <strong>process improvements and scalable operational enhancements</strong></li><li>Respond to LP requests and support investor reporting</li><li>Advise on <strong>complex transactions, fund structures, and reporting matters</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-11-06T03:08:45Z
Fund Accounting Manager
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 140000.00 - 185000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 1-2 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-11-04T23:18:43Z
Fund Accounting Manager
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 150000.00 - 190000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 1-2 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-11-06T08:39:08Z
Jr Trading Associate - Wealth Management Firm
  • San Ramon, CA
  • remote
  • Permanent / Full Time
  • 65000.00 - 85000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Are you interested in markets and looking for a role in Wealth Management?</p><p> </p><p>An established Registered Investment Advisory (RIA) firm in San Ramon is seeking a Trading Associate to join its collaborative team. This role works closely with Financial Advisors and internal stakeholders, with no direct client-facing responsibilities. It's a great opportunity to gain hands-on exposure to Wealth Management while learning from and supporting an experienced team of advisors.</p><p> </p><p> </p><p><strong><u>Responsibilities</u></strong>:</p><ul><li>Serve as the primary point of contact for trade execution, processing trade requests submitted by advisors accurately and efficiently</li><li>Execute an average of 40–80 trades per day across custodial platforms including Schwab and Fidelity</li><li>Ensure precise trade entry and maintain high standards of data integrity throughout the process</li><li>Partner with custodians’ trading desks to resolve trade discrepancies, errors, and execution issues in a timely manner</li><li>Monitor trade activity and escalate any irregularities or operational risks as needed</li><li>Support the investment team and Analyst with ad hoc projects, reporting, and process improvements</li></ul><p><br></p>
  • 2026-10-29T19:58:46Z
Senior Finance Associate at Reputable PE Firm
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 110000.00 - 145000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Finance Associate | Investment Firm | San Francisco; Hybrid</strong></p><p> </p><p>Join a <strong>high-growth private investment platform</strong> focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth.</p><p> </p><p>This role offers broad exposure across <strong>fund accounting, financial reporting, treasury, and investor activity</strong>, with a strong focus on <strong>review, oversight, and analysis</strong> rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include <strong>strong bonus potential, excellent healthcare and retirement benefits, and employee meals</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review third-party <strong>fund accounting, NAVs, capital activity, and financial reporting</strong></li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support <strong>treasury, cash forecasting, and liquidity management</strong></li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support <strong>audits, tax processes, and external providers</strong></li><li>Perform financial analysis and support special projects</li><li>Drive <strong>process improvements and stronger controls</strong></li><li>Partner with the broader finance team across multiple investment vehicles</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-11-04T23:08:42Z
Senior Tax Manager
  • Mill Valley, CA
  • onsite
  • Permanent / Full Time
  • 160000.00 - 225000.00 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Senior Tax Manager</p><p>&#128205; Mill Valley, CA (Hybrid)</p><p>&#127970; Boutique Wealth Management & Advisory Firm</p><p>&#128176; Competitive Base + Bonus + Significant Career Growth</p><p><br></p><p>A highly regarded boutique wealth management and advisory firm is seeking an experienced <strong>Senior Tax Manager</strong> to become the firm's dedicated tax leader and help shape the future of a growing tax practice. The ideal candidate is equal parts technical expert, trusted advisor, and entrepreneur. This role offers the rare opportunity to move beyond compliance and play a meaningful role in building a scalable, high-impact tax practice from the ground up.</p><p><br></p><p><strong>Who You Are</strong></p><p>You are a technically strong tax professional who enjoys solving complex planning challenges and building trusted client relationships. You bring a consultative mindset, thrive in entrepreneurial environments, and are excited by the opportunity to help shape a growing practice. Most importantly, you're looking for more than a traditional tax role. You want to help build something meaningful, work directly with sophisticated clients, embrace innovation, and play a key role in the future growth of a highly collaborative advisory organization.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><ul><li>Lead tax planning, compliance, and review activities for high-net-worth individuals, families, trusts, and related entities.</li><li>Advise clients on complex tax matters, including estate and gift planning, wealth transfer strategies, QSBS, trusts, partnerships, and investment-related tax issues.</li><li>Serve as a trusted advisor, partnering with clients and external professionals to develop and execute sophisticated planning strategies.</li><li>Build long-term client relationships while delivering a high-touch, concierge-level service experience.</li><li>Help develop and scale a modern tax practice through process improvements, technology, automation, and AI-driven solutions.</li><li>Contribute to strategic growth initiatives, operational enhancements, and the expansion of the firm's advisory capabilities.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
  • 2026-10-26T17:44:08Z
Wealth Management Tax Manager
  • Oakland, CA
  • remote
  • Permanent / Full Time
  • 150000.00 - 225000.00 USD / Yearly
  • <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>&#128176; <strong> Tax Manager or Senior Manager | $150K–$225K + Bonus</strong></p><p><br></p><p>&#128205; <strong>Hybrid </strong></p><p><br></p><p>&#128640; <strong>Multi-Family Office | UHNW Clients </strong></p><p><br></p><p>This is much more than a traditional tax compliance role. You'll own client relationships, sign returns, deliver sophisticated tax planning, select the technology and systems, and help build and grow the practice from the ground up.</p><p>It's a rare opportunity to combine technical tax expertise, entrepreneurial ownership, and direct exposure to some highly sophisticated private wealth clients.</p><p><br></p><p>&#128161; What You'll Do</p><ul><li>Lead the preparation and review of complex individual, trust, gift, partnership, and personal entity tax returns (1040, 1041, 709, 1065, 1120-S)</li><li>Deliver proactive tax planning around <strong>QSBS, equity compensation, estate and gift planning, PTE elections, and tax-loss harvesting</strong></li><li>Own client relationships and work directly with UHNW families, their attorneys, and outside advisors</li><li>Review and sign complex tax returns while managing IRS and state tax notices</li><li>Partner with the family office team to integrate tax planning into clients' investment portfolios, cash flow models, and estate plans</li><li>Select and implement tax software, technology, workflows, and AI tools</li><li>Establish compliance, quality control, and information security processes</li><li>Help determine the future hiring strategy and growth of the tax practice</li></ul><p><br></p>
  • 2026-11-09T05:58:42Z
Accounts Payable
  • Hayward, CA
  • remote
  • Temporary / Contract
  • 30.00 - 35.00 USD / Hourly
  • <p>The Accounts Payable Specialist is responsible for processing invoices, maintaining accurate financial records, reconciling vendor accounts, and supporting timely payments. This role helps ensure strong internal controls and smooth day-to-day accounting operations. </p><p><br></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Review, code, and process vendor invoices accurately and on time. </li><li>Match invoices to purchase orders and receiving documents. </li><li>Prepare and process check, ACH, and wire payments. </li><li>Reconcile vendor statements and resolve invoice discrepancies. </li><li>Maintain organized accounts payable files and documentation. </li><li>Respond to vendor and internal payment inquiries. </li><li>Assist with month-end closing, accruals, and account reconciliations. </li><li>Support audits by preparing requested AP documentation. </li><li>Monitor aging reports and help ensure compliance with payment terms. </li><li>Identify opportunities to improve AP processes and efficiency. </li></ul><p><br></p><p>Please apply today or call Dennis Brinkmann at 925-271-4809 for more information.</p>
  • 2026-10-23T22:58:43Z
Finance Associate | $2B AUM VC Firm
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 115000.00 - 130000.00 USD / Yearly
  • <p>Robert Half's Financial Services Division is partnering with a growing, technology-focused venture capital firm in San Francisco seeking a <strong>Fund Finance Associate</strong> to join its finance team.</p><p> </p><p>This is an opportunity to gain exposure to multiple funds and SPVs, work closely with experienced finance leadership, and take ownership of fund accounting, reporting, and operations.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage monthly and quarterly close activities across funds and SPVs, including reconciliations and NAV calculations.</li><li>Prepare capital account statements, investor allocations, and LP reporting packages.</li><li>Coordinate with fund administrators, auditors, and tax providers.</li><li>Support investment valuations, performance reporting, and portfolio updates.</li><li>Maintain fund cash activity, investment records, and transaction documentation.</li><li>Assist with audits, tax preparation, and regulatory reporting.</li><li>Improve accounting workflows, systems, and reporting through automation and AI tools.</li></ul><p> </p>
  • 2026-10-30T21:58:44Z
Financial Reporting Manager
  • Palo Alto, CA
  • onsite
  • Permanent / Full Time
  • 145000.00 - 170000.00 USD / Yearly
  • <p>Jeff Abrams is looking for a Financial Reporting Manager to join his clients team. This position will lead core financial reporting and fund accounting activities while partnering with internal stakeholders to deliver accurate analysis, timely reporting, and operational support. The ideal candidate brings strong experience in venture capital or private equity environments and is comfortable handling complex financial data, valuation-related insights, and process improvement initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Oversee fund and entity-level accounting activities, ensuring financial information is accurate, complete, and delivered within reporting deadlines.</p><p>• Prepare and review periodic financial reports, investor-related reporting packages, and supporting schedules for internal and external stakeholders.</p><p>• Coordinate accounting close activities across teams and maintain alignment on reporting deliverables, timelines, and documentation requirements.</p><p>• Analyze portfolio valuations and performance indicators to support reporting accuracy and provide insight into investment results.</p><p>• Support capital activity reporting, including contributions, distributions, partner allocations, and related financial statement impacts.</p><p>• Provide day-to-day operational finance support by resolving reporting issues, improving workflows, and maintaining strong internal controls.</p><p>• Lead or contribute to special initiatives focused on process optimization, reporting enhancements, and finance system improvements.</p><p>• Partner with cross-functional teams to address ad hoc analyses, reporting needs, and strategic finance projects as they arise.</p><p><br></p><p>If you are interested in the role, please reach out to Jeff Abrams via LinkedIn</p>
  • 2026-11-06T14:48:43Z
VP/Director of Finance
  • San Ramon, CA
  • remote
  • Temporary / Contract
  • 80.00 - 95.00 USD / Hourly
  • <p>Our Tri-Valley early-stage startup client is seeking an experienced finance leader to take full ownership of accounting operations. This Long-term Contract position is ideal for a hands-on, detail-oriented individual who can operate independently, strengthen accounting processes, and deliver accurate financial reporting in a fast-paced startup environment. The role requires deep technical accounting knowledge, strong NetSuite expertise, and the ability to support audit readiness while managing the complete close and reporting cycle. This position is 100% remote and is expected to pay $80-495/hr. DOE.</p><p><br></p><p>Responsibilities:</p><p>• Lead all daily accounting activities, including general ledger management, monthly close, and preparation of timely financial reports</p><p>• Oversee accounts payable activity, vendor payments, automated expense transactions, and limited customer invoicing with a strong focus on accuracy and control</p><p>• Record payroll-related journal entries from external providers and reconcile associated balance sheet accounts</p><p>• Prepare and review accruals, prepaid expenses, adjusting entries, and other period-end accounting records</p><p>• Complete detailed reconciliations across bank accounts, credit cards, balance sheet accounts, and general ledger activity</p><p>• Build and maintain thorough supporting schedules, accounting documentation, and organized records to strengthen compliance and reporting quality</p><p>• Research complex U.S. GAAP matters, including software and AI development cost treatment, financing transactions, and equity-related accounting considerations</p><p>• Produce monthly financial statement packages and support audit preparation through strong controls, documentation, and technical analysis</p><p>• Contribute to the ongoing enhancement of accounting infrastructure, including effective use of NetSuite and evaluation of future finance tools where needed</p>
  • 2026-10-28T18:18:45Z
Tax Manager - Top PE Firm
  • San Jose, CA
  • remote
  • Permanent / Full Time
  • 150000.00 - 180000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax Manager | Top Private Equity | San Jose | Base + Bonus + Profit Sharing!</strong></p><p> </p><p>Join a <strong>premier private equity firm</strong> with a highly sophisticated private markets platform and a strong reputation for excellence. This is a unique opportunity to support a <strong>newly launched, large-scale fund structure</strong> while gaining deep exposure to complex <strong>private equity fund tax, partnership structures, and related accounting matters</strong>.</p><p> </p><p>The role offers significant <strong>ownership and visibility</strong>, with direct exposure to senior stakeholders and external advisors. The firm also provides an exceptional total rewards package, including <strong>strong bonus potential, profit sharing, 100% covered health insurance, long-term incentive participation</strong>, meals, wellness benefits, and excellent long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage tax matters across <strong>multiple funds and entities </strong></li><li>Prepare <strong>tax allocations, schedules, and supporting workpapers </strong></li><li>Coordinate with external advisors on tax returns and <strong>K-1s </strong></li><li>Manage tax deadlines, filings, and ongoing compliance requirements</li><li>Support tax matters for <strong>complex private equity and evergreen fund structures </strong></li><li>Partner with internal teams on fund tax reporting and operational matters</li><li>Gain additional exposure to <strong>fund accounting</strong> based on interest and business needs</li><li>Help build and improve internal tax processes and institutional knowledge</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-11-04T22:23:38Z
Accounts Payable Supervisor/Manager
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 110000.00 - 120000.00 USD / Yearly
  • We are looking for an experienced Accounts Payable Supervisor/Manager to oversee end-to-end payable operations in Walnut Creek, California. This position plays a key role in keeping invoice processing, subcontractor payments, and month-end activities on track across multiple entities. The ideal candidate brings construction industry accounting knowledge, strong systems experience, and the ability to guide a team while partnering effectively with operations and project stakeholders.<br><br>Responsibilities:<br>• Direct daily accounts payable activities and guide the team to complete month-end close tasks accurately and within strict deadlines.<br>• Oversee the complete invoice-to-payment process for multiple entities, ensuring timely entry, correct coding, proper approvals, and accurate disbursement.<br>• Administer subcontractor payment workflows in Textura, including compliance monitoring, collection of lien documentation, preliminary notice handling, and coordination of joint check processing.<br>• Review vendor and subcontractor statements on a regular basis, investigate variances, and drive prompt resolution of payment or billing issues.<br>• Maintain well-organized financial files and supporting records so documentation remains complete and ready for audit review.<br>• Contribute to the close process by preparing journal entries and completing reconciliations for assigned accounts.<br>• Uphold internal control standards and accounts payable procedures, while identifying unusual items or policy exceptions for escalation.<br>• Coach and support accounts payable staff, serving as a knowledgeable resource for the broader accounting group.<br>• Partner with project managers and operational teams to confirm job cost allocation accuracy and secure timely approval of payable items.<br>• Assist with year-end audit support by gathering requested schedules, records, and other financial documentation.
  • 2026-10-26T16:34:05Z
Tax Manager
  • San Jose, CA
  • remote
  • Permanent / Full Time
  • 140000.00 - 190000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax Manager | Top Private Equity | San Jose | Base + Bonus + Profit Sharing!</strong></p><p> </p><p>Join a <strong>premier private equity firm</strong> with a highly sophisticated private markets platform and a strong reputation for excellence. This is a unique opportunity to support a <strong>newly launched, large-scale fund structure</strong> while gaining deep exposure to complex <strong>private equity fund tax, partnership structures, and related accounting matters</strong>.</p><p> </p><p>The role offers significant <strong>ownership and visibility</strong>, with direct exposure to senior stakeholders and external advisors. The firm also provides an exceptional total rewards package, including <strong>strong bonus potential, profit sharing, 100% covered health insurance, long-term incentive participation</strong>, meals, wellness benefits, and excellent long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage tax matters across <strong>multiple funds and entities </strong></li><li>Prepare <strong>tax allocations, schedules, and supporting workpapers </strong></li><li>Coordinate with external advisors on tax returns and <strong>K-1s </strong></li><li>Manage tax deadlines, filings, and ongoing compliance requirements</li><li>Support tax matters for <strong>complex private equity and evergreen fund structures </strong></li><li>Partner with internal teams on fund tax reporting and operational matters</li><li>Gain additional exposure to <strong>fund accounting</strong> based on interest and business needs</li><li>Help build and improve internal tax processes and institutional knowledge</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-11-06T03:08:45Z
Accounting Supervisor
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Natalie Lue with Robert Half is partnering with a well-established accounting services firm seeking an experienced Accounting Supervisor to join their team. This is a hands-on leadership role ideal for someone who enjoys managing client relationships, mentoring staff, and overseeing the full accounting cycle.</strong></p><p><br></p><p><strong>Responsibilities:</strong> </p><p>• Full-charge bookkeeping for multiple clients</p><p>• Manage AP, AR, and account reconciliations</p><p>• Process payroll and support payroll-related inquiries (Paychex, ADP, or similar platforms a plus)</p><p>• Prepare financial statements, reporting, and analysis</p><p>• Supervise, mentor, and review the work of accounting staff</p><p>• Serve as a trusted point of contact for clients</p><p><br></p><p><strong>This is an excellent opportunity for a detail-oriented professional who enjoys wearing multiple hats, working directly with clients, and making a visible impact within a growing organization.</strong></p>
  • 2026-11-02T18:03:40Z
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