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84 results for Manager Of Sec Financial Reporting in Oakland, CA

Controller
  • San Rafael, CA
  • onsite
  • Permanent
  • 130000.00 - 175000.00 USD / Yearly
  • We are looking for an experienced Controller to lead and manage the accounting operations of our company in San Rafael, California. This role is pivotal in ensuring accurate financial reporting, maintaining data integrity, and implementing effective internal controls. The ideal candidate will bring strong leadership skills and financial expertise to support organizational growth and strategic decision-making.<br><br>Responsibilities:<br>• Oversee the accounting department’s daily operations, including data entry, reconciliation, and financial reporting across income statements, balance sheets, and cash flow.<br>• Develop and maintain documented accounting policies and procedures, while implementing controls to mitigate risks such as credit, treasury, and inventory.<br>• Evaluate current accounting systems and lead the selection and implementation of improved systems when necessary.<br>• Manage the preparation of financial reports, ensuring compliance with generally accepted accounting principles and alignment with budget guidelines.<br>• Establish and analyze benchmarks to measure company performance, focusing on inventory, revenue, and profitability metrics.<br>• Lead the creation of annual budgets and forecasts, providing regular updates to management on budget variances.<br>• Conduct financial analysis with a focus on inventory, cash flow, treasury management, and profitability.<br>• Collaborate with external auditors by providing necessary documentation and information for annual audits and tax reviews.<br>• Present comprehensive financial reviews and insights to management and board members to aid strategic decision-making.<br>• Ensure compliance with local, state, and federal government regulations.
  • 2025-09-09T19:14:45Z
Accounting Manager
  • Menlo Park, CA
  • onsite
  • Permanent
  • 125000.00 - 140000.00 USD / Yearly
  • <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>
  • 2025-08-19T22:44:06Z
Part-time Accounting Manager/Supervisor
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 120000.00 USD / Yearly
  • <p>Natalie Lue with Robert Half is recruiting a non-profit <strong>Accounting Manager (24 hours per week) </strong>to join a mission driven behavioral health non-profit in San Francisco. This part-time, onsite role requires someone who can oversee critical financial functions while ensuring accuracy and compliance. If you thrive in a collaborative environment and have a strong background in non-profit accounting operations, with experience in City and County of SF grants, with previous supervisory experience in accounting operations and want to a reduced work schedule this may be for you.</p>
  • 2025-08-21T19:04:12Z
Venture Capital - Controller
  • Palo Alto, CA
  • onsite
  • Permanent
  • 175000.00 - 250000.00 USD / Yearly
  • <p>A rapidly scaling early-stage venture capital firm is seeking a <strong>Controller</strong> to lead its financial operations during a transformative phase of growth. With over $500 million in assets under management and plans to raise its fifth fund, targeting $2 billion, the firm backs technical founders building groundbreaking companies in enterprise AI, digital health, and industrial automation.</p><p><br></p><p>This is a high-impact, hands-on leadership role reporting directly to the Founding Partner. The Controller will serve as the sole internal finance lead, managing external vendors and advisors, and playing a strategic role in shaping the firm’s financial infrastructure. This position is ideal for a finance professional with the ambition to grow into a CFO role in the near future.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee fund and management company accounting, including capital calls, distributions, and cash flow coordination.</li><li>Manage relationships with fund administrators (currently Carta and Gryphon; transition planned to Standish).</li><li>Lead audit and tax processes with external providers.</li><li>Maintain and enhance reporting to Limited Partners.</li><li>Build and streamline internal financial controls and operational processes.</li><li>Prepare financial reports and dashboards for internal and external stakeholders.</li><li>Support fund modeling, valuations, and fundraising efforts.</li><li>Act as a strategic financial partner to the firm’s leadership.</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Competitive compensation with 20% annual bonuses and carry plan eligibility after one year.</li><li>Comprehensive benefits including health, life, and long-term disability insurance.</li><li>Attractive 401(k) offering.</li><li>Unlimited PTO and flexible hybrid/remote work model.</li><li>Direct path to CFO based on performance.</li><li>Opportunity to shape the financial infrastructure of a high-impact investment fir</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-08-28T14:39:07Z
Accounting Manager
  • San Rafael, CA
  • onsite
  • Permanent
  • 125000.00 - 150000.00 USD / Yearly
  • <p>Join a dynamic team where you’ll take ownership of the full lifecycle of fixed assets and lease accounting. This role is ideal for a detail-oriented professional with a strong understanding of GAAP and ASC 842 standards, ready to lead, collaborate, and drive process improvements in a fast-paced environment.<strong> Interested? Contact Robyn at (707) 387-0299 to learn more!</strong></p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Manage all aspects of fixed asset and lease accounting, from acquisition to disposal</li><li>Ensure compliance with ASC 842 lease accounting standards</li><li>Reconcile, track, and report on owned and leased equipment</li><li>Prepare audit schedules and provide support during internal and external audits</li><li>Monitor capital expenditures to ensure alignment with approved budgets</li><li>Collaborate cross-functionally to enhance internal controls and streamline asset processes</li><li>Mentor and support the development of accounting team members</li><li>Identify opportunities for system improvements and process efficiencies</li><li>Deliver ad hoc financial analysis to support strategic business decisions</li></ul><p><br></p>
  • 2025-09-05T15:24:13Z
Tax Director/Manager - Corporate
  • Oakland, CA
  • onsite
  • Permanent
  • 200000.00 - 220000.00 USD / Yearly
  • <p>We are looking for a skilled and detail-oriented Tax Director/Manager to join our team in Oakland, California. In this role, you will provide leadership and expertise in corporate tax compliance, income tax provisions, and related processes. Working within a collaborative and dynamic environment, you’ll play a vital role in ensuring the organization’s tax operations are efficient and fully compliant with regulatory standards. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Maintain integrity and accessibility of tax-sensitive data throughout the entire tax lifecycle</li><li>Conduct in-depth reviews of key tax processes to identify and implement optimal solutions in the new environment</li><li>Collaborate with tax teams to design accurate, well-controlled tax data, analytics, and automation processes</li><li>Ensure seamless integration with PowerPlan tax modules and other core tax systems</li><li>Create workshop materials to educate SMEs and support informed decision-making</li><li>Co-lead and facilitate workshops with SI Partner, ensuring focus and alignment</li><li>Document and critically review deliverable content for accuracy and quality</li><li>Support the development and review of test scenarios and test scripts</li><li>Act as SME in cross-functional workshops to confirm tax requirements and assess integration impacts</li><li>Anticipate challenges and proactively develop innovative solutions</li><li>Contribute to benchmarking efforts, including industry sessions and conferences, to share and adopt best practices</li></ul>
  • 2025-08-27T15:08:59Z
Division Controller
  • Manteca, CA
  • onsite
  • Permanent
  • 103000.00 - 140000.00 USD / Yearly
  • We are looking for a skilled Division Controller to manage and enhance financial operations in our organization. This role involves overseeing financial reporting, implementing standardized accounting practices, and contributing to strategic planning. Based in Manteca, California, this position offers the opportunity to drive organizational growth and efficiency within a dynamic environment.<br><br>Responsibilities:<br>• Manage the preparation and oversight of financial statements, budgets, and forecasts in compliance with organizational standards.<br>• Collaborate with the Corporate Controller to design, implement, and refine financial controls across all business units.<br>• Standardize and lead operational accounting practices across multiple locations, ensuring accuracy and efficiency in transaction approvals.<br>• Develop and monitor key performance indicators to optimize both financial and operational outcomes.<br>• Work closely with integration teams to implement Microsoft Dynamics systems and streamline processes across newly acquired entities.<br>• Provide in-depth financial analysis and insights to support senior leadership in strategic decision-making.<br>• Explore opportunities to create and execute tax strategies in partnership with external advisors.
  • 2025-08-15T13:39:04Z
Controller
  • Danville, CA
  • onsite
  • Permanent
  • 150000.00 - 165000.00 USD / Yearly
  • <p>We are looking for a highly skilled Controller to oversee and manage all aspects of financial operations within our organization, based in Danville, California. This role requires someone with strong attention to detail who can ensure compliance with financial regulations, implement best practices, and drive efficiency across accounting and reporting functions. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage financial transactions: AR, AP, billing, and general ledger.</li><li>Support CFO and leadership in strategic and operational initiatives.</li><li>Prepare timely monthly, quarterly, and annual financial reports.</li><li>Oversee month-end and year-end closings, including bank reconciliations.</li><li>Contribute to Finance department annual business plan.</li><li>Develop and enforce financial controls, processes, and compliance with regulations.</li><li>Maintain reporting tools for budgeting, forecasting, and special projects.</li><li>Improve departmental efficiency, quality control, and operating procedures.</li><li>Ensure GAAP compliance and alignment with accounting/tax standards.</li><li>Supervise accounting team; provide coaching and development.</li><li>Coordinate with external auditors for annual audits and compliance.</li><li>Oversee tax filings, business licenses, and insurance renewal inputs.</li><li>Maintain organized accounting records and contractual documents.</li><li>Act as authorized signatory; resolve member and vendor financial issues.</li><li>Participate in professional development and industry benchmarking.</li></ul>
  • 2025-09-09T23:08:56Z
Controller
  • San Francisco Bay Area, CA
  • onsite
  • Permanent
  • 180000.00 - 250000.00 USD / Yearly
  • <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>
  • 2025-08-28T19:34:05Z
Tax Manager - Alternative Investments
  • San Francisco, CA
  • remote
  • Permanent
  • 115000.00 - 130000.00 USD / Yearly
  • <p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Tax Manager </strong>at a Fund Services Provider. 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<strong> alternative investments like hedge funds, private equity, and venture capital, </strong>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. </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><strong>*Please contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-08-29T15:29:11Z
Controller
  • San Ramon, CA
  • onsite
  • Permanent
  • 230000.00 - 270000.00 USD / Yearly
  • <p>We are actively searching for a Controller with a focus on Real Estate & Property. Based in San Ramon, California, this role involves overseeing accounting functions, leading a team, and demonstrating strong business acumen. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage and lead staff within the Accounting and Finance Department.</li><li>Supervise all accounting functions, including monthly and yearly financial close processes.</li><li>Review financial reports and reconciliations for semi-annual reporting.</li><li>Lead the annual budget planning and reforecasting, ensuring timely communication and coordination.</li><li>Analyze and review monthly cash flow models.</li><li>Continuously assess and improve accounting procedures for greater efficiency.</li><li>Ensure compliance with technical accounting standards through research and documentation.</li><li>Act as the main contact for external auditors and manage audit procedures.</li><li>Maintain and update payroll budgeting, forecasting, and allocations.</li><li>Oversee banking operations, such as wire transfers, account setups, credit cards, and compliance.</li><li>Evaluate operational aspects of lender and cash management agreements.</li><li>Collaborate effectively with cross-functional teams and departments.</li><li>Define, implement, and refine departmental policies and performance expectations.</li></ul>
  • 2025-08-08T15:08:46Z
Senior Tax Manager
  • Fremont, CA
  • remote
  • Permanent
  • 160000.00 - 175000.00 USD / Yearly
  • <p>We are looking for a Senior Tax Manager to oversee corporate tax compliance and annual income tax provisions for our organization in Fremont, California. This role requires a strategic thinker who can ensure regulatory adherence while optimizing tax-related processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate and oversee U.S. federal, state, and international income tax returns prepared by external firms</li><li>Support quarterly and annual global tax provisions for the Japanese parent company</li><li>Collaborate with finance and accounting teams in the U.S. and India</li><li>Manage U.S. sales tax, VAT, and GST filings</li><li>Review transfer pricing calculations and intercompany arrangements on a quarterly/annual basis</li><li>Assist accounting with annual statutory tax provision reviews</li><li>Lead U.S. federal, state, and international tax planning and implement tax strategies</li><li>Manage responses to IRS, state, and international audits and notices</li><li>Stay current with tax legislation and update practices accordingly</li><li>Provide cross-functional support and assist with special projects as needed</li></ul>
  • 2025-09-08T21:34:06Z
Assistant Controller at Prominent Real Estate Private Equity
  • San Francisco, CA
  • remote
  • Permanent
  • 160000.00 - 190000.00 USD / Yearly
  • <p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Accounting Manager </strong>at a <strong>Thriving Real Estate Investment Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Step into a role where your work drives real impact in multifamily real estate. Join a small, collaborative team and gain broad exposure across the business while contributing to its growth. Take ownership, make a difference, and grow professionally all with a competitive salary, full benefits, and a supportive culture.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund and property accounting reviews, audits, and financial statements.</li><li>Conduct quarterly property financial reviews and ensure LPA compliance.</li><li>Prepare and improve reporting for management and investors, including KPI dashboards.</li><li>Support cash flow forecasting and liquidity planning.</li><li>Collaborate with fund administration teams on processes and deliverables.</li><li>Oversee financials for acquisitions and post-closing prorations.</li><li>Lead system implementations and streamline processes.</li><li>Maintain financial policies and assist with treasury management.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-09-05T18:48:45Z
REIT - AP Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent
  • 95000.00 - 125000.00 USD / Yearly
  • <p>A growing real estate investment firm is seeking an experienced <strong>Accounting Manager</strong> to lead its <strong>Accounts Payable</strong> function. This role is ideal for a detail-oriented and process-driven professional with a strong accounting background and leadership experience, particularly within real estate, construction, or property management sectors.</p><p><br></p><p>The Accounting Manager will oversee the Accounts Payable team, ensuring timely and accurate invoice processing, vendor communication, and compliance with tax and audit requirements. This is a high-impact role within a collaborative and mission-driven organization.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee timely processing and review of invoices.</li><li>Analyze and improve coding accuracy to reduce errors.</li><li>Review account reconciliations and prioritize payments.</li><li>Update and validate compliance of AP processes and policies.</li><li>Prepare for tax and audit schedules, including 1099 facilitation.</li><li>Manage W-9 collection and documentation.</li><li>Resolve vendor inquiries and payment issues.</li><li>Lead vendor onboarding and maintain vendor relationships.</li><li>Monitor team performance using trackers and KPIs.</li><li>Collaborate with Treasury and other departments as needed.</li><li>Contribute to process documentation and continuous improvement initiatives.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-08-27T14:43:49Z
Tax Manager - Public
  • Larkspur, CA
  • onsite
  • Permanent
  • 150000.00 - 160000.00 USD / Yearly
  • <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>
  • 2025-08-14T16:53:55Z
Assistant Controller
  • San Jose, CA
  • onsite
  • Permanent
  • 140000.00 - 155000.00 USD / Yearly
  • <p>Colleen McAuliffe at Robert Half, 408.906.0669, is searching for an Assistant Controller to be a key player in our client's team based in SAN JOSE, California. The role focuses on providing stellar accounting services and maintaining financial standards in line with the industry's best practices. This role offers an exciting opportunity for those keen on shaping their careers in the Affordable Housing industry. </p><p><br></p><p>Responsibilities:</p><p>• Utilize Accounting Theory knowledge to maintain and develop accounting principles, practices, and procedures.</p><p>• Oversee the preparation of financial reports, summaries, and forecasts for business needs.</p><p>• Ensure compliance with local, state, and federal budgetary reporting requirements.</p><p>• As a member of the executive management team, assist with the implementation of financial strategies and participate in key financial decisions.</p><p>• Maintain a document system for financial transactions, ensuring accuracy and compliance with accepted accounting procedures.</p><p>• Monitor financial details to ensure legal compliance, promptly addressing and correcting discrepancies.</p><p>• Collaborate with auditing services to ensure proper compliance with all regulations.</p><p>• Track the company's financial status and performance to identify areas for potential improvement.</p><p>• Provide insightful information and expectations to the company's leadership to aid in long-term and short-term decision-making.</p>
  • 2025-09-09T18:39:02Z
tax manager
  • Menlo Park, CA
  • remote
  • Permanent
  • 120000.00 - 165000.00 USD / Yearly
  • <p>Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!</p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)</p><p>-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise</p><p>-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)</p><p>-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues</p><p><br></p><p>Requirements:</p><p>-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred </p><p>-Experience with high net worth individual tax, partnership, trust, estate tax</p><p>-Strong supervisor experience (will manage 3 staff)</p><p>-Excellent communication and client relationship skills</p>
  • 2025-08-27T17:04:39Z
Assistant Controller
  • Mill Valley, CA
  • onsite
  • Permanent
  • 90000.00 - 100000.00 USD / Yearly
  • <p>We are looking for an experienced and detail-oriented Assistant Controller to join our team in Marin County, California. This role plays a key part in managing financial operations, ensuring compliance, and supporting organizational goals through accurate reporting and analysis. The ideal candidate will have a strong background in accounting, payroll processing, and financial systems, as well as a proven ability to handle multi-state payroll and collaborate across departments.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze special financial reports, including cash flow, vendor activity, receivables, and bank fees, as requested by the Controller.</p><p>• Perform monthly bank and account reconciliations to ensure accuracy and compliance.</p><p>• Assist in the preparation of financial statements and support the Controller in annual budget planning.</p><p>• Collaborate with the IT team to maintain and enhance accounting systems for optimal functionality.</p><p>• Supervise and train accounting personnel responsible for detailed entries and internal financial reporting both locally and at branch offices.</p><p>• Support the annual review process conducted by external auditors and provide necessary documentation.</p><p>• Oversee multi-state payroll processing, including calculating wages, bonuses, overtime, and deductions, while ensuring compliance with tax withholding requirements.</p><p>• Manage vacation and sick leave accruals and prepare payroll billings for branch offices.</p><p>• Generate and review payroll reports using ADP Workforce Now and related systems, ensuring accuracy and timeliness.</p><p>• Address employee inquiries related to payroll and prepare semi-monthly reports for employee contribution submissions</p>
  • 2025-08-29T15:09:02Z
Wealth Advisor/Sr. Wealth Advisor (DOE)
  • Mill Valley, CA
  • onsite
  • Permanent
  • 150000.00 - 200000.00 USD / Yearly
  • <p>A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both <strong>Managers</strong> and <strong>Senior Managers</strong> who are passionate about delivering exceptional client service and embody the firm’s “Wealth of Life” philosophy—centered on well-being, personal fulfillment, and empowerment.</p><p><br></p><p>These roles offer the opportunity to work with high-net-worth clients, contribute to firm-wide initiatives, and grow professionally within a collaborative and mission-driven environment.</p><p><br></p><p><strong>Wealth Manager</strong></p><p><strong>Position Overview:</strong></p><p>The Wealth Manager is responsible for managing client relationships, delivering financial planning services, and supporting business development efforts. This role is ideal for advisors with <strong>5+ years of experience</strong> who are ready to deepen their impact and grow within the firm.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted advisor to high-net-worth clients.</li><li>Deliver tailored financial planning and investment advisory services.</li><li>Assist in developing and executing financial plans across retirement, tax, estate, and risk management.</li><li>Support senior advisors in client acquisition and business development.</li><li>Participate in firm initiatives to enhance client experience and operational efficiency.</li><li>Ensure compliance with regulatory standards and maintain accurate client records.</li></ul><p><strong>Senior Manager</strong></p><p><strong>Position Overview:</strong></p><p>The Senior Wealth Manager is a seasoned professional who leads complex client relationships, mentors junior advisors, and plays a strategic role in firm growth. This role is suited for experienced advisors with <strong>8+ years of experience</strong> who are ready to take on leadership responsibilities.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Independently source, close, and manage high-value client relationships.</li><li>Deliver comprehensive financial planning and investment strategies.</li><li>Mentor and train associate advisors, fostering a culture of excellence.</li><li>Lead business development efforts and increase client wallet share.</li><li>Participate in strategic initiatives and collaborate with leadership on firm-wide goals.</li><li>Ensure compliance and maintain detailed client records.</li></ul><p><strong>Compensation & Benefits (Both Roles)</strong></p><ul><li>Competitive salary and performance-based incentives.</li><li>401(k) plan with company match.</li><li>Paid time off and holidays.</li><li>Opportunities for leadership and professional growth.</li><li><strong>Senior Wealth Managers may be eligible for equity ownership and participation in senior management activities.</strong></li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-08-28T14:39:07Z
Controller
  • Fremont, CA
  • onsite
  • Permanent
  • 150000.00 - 180000.00 USD / Yearly
  • We are looking for an experienced and detail-focused Controller to join our team in Fremont, California. This role is ideal for a finance expert with a strong background in accounting principles, financial regulations, and leadership skills, particularly within the construction industry. The Controller will play a key role in managing financial operations, ensuring compliance, and contributing to strategic decision-making.<br><br>Responsibilities:<br>• Oversee the preparation and accuracy of financial statements and reports in accordance with regulatory standards.<br>• Manage accounting processes such as percentage-of-completion revenue recognition and standard costing procedures.<br>• Lead the implementation and maintenance of accounting systems, including Trimble Viewpoint Spectrum, Vista, and FileMaker Pro.<br>• Develop and mentor team members, fostering growth and building a collaborative work environment.<br>• Ensure compliance with financial regulations and reporting requirements, including US GAAP standards.<br>• Collaborate with various stakeholders including clients, employees, and management to support organizational goals.<br>• Analyze financial data to identify errors, implement solutions, and optimize processes.<br>• Provide strategic recommendations to senior leadership based on financial analyses.<br>• Monitor and manage organizational budgets, ensuring alignment with business objectives.<br>• Drive organizational planning and decision-making through strategic financial insights.
  • 2025-08-08T15:08:46Z
Controller
  • Stockton, CA
  • onsite
  • Permanent
  • 100000.00 - 150000.00 USD / Yearly
  • <p>Jackie Meza with Robert Half is looking for a Controller. The Controller will be responsible for managing and performing various accounting functions for multiple client accounts, ensuring accuracy and compliance with accounting principles and regulations. This role is essential in maintaining accurate financial records, analyzing financial data, and guiding junior accounting staff. Contact Jackie Meza at 209.227.6563 for consideration on this role. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage accounting functions for multiple client accounts to ensure accuracy and compliance with accounting principles and regulations.</p><p>• Record and reconcile financial transactions, including bank accounts, accounts payable, accounts receivable, and general ledger entries.</p><p>• Execute month-end and year-end closing procedures, producing accurate financial statements and reports.</p><p>• Collaborate with clients to gather necessary financial information and provide expert guidance on accounting practices and financial best practices.</p><p>• Manage payroll processing, tax filings, and compliance to ensure timely and accurate execution.</p><p>• Analyze financial data, identifying trends, discrepancies, and opportunities for improvement, and present findings to management and clients.</p><p>• Assist in budgeting, forecasting, and financial planning processes to support clients' strategic decision-making.</p><p>• Stay abreast with accounting and industry regulations, and software to enhance efficiency and effectiveness.</p><p>• Mentor and guide junior accounting staff, providing training and support to foster professional growth.</p><p>• Utilize GAAP Accounting knowledge and QuickBooks software to manage and analyze financial data effectively.</p>
  • 2025-09-05T14:24:22Z
Controller
  • Belmont, CA
  • onsite
  • Permanent
  • 175000.00 - 180000.00 USD / Yearly
  • <p>We are looking for an experienced Controller to join our team in San Mateo, California. In this role, you will oversee financial operations, ensuring accuracy and compliance while leading a team of accounting professionals. You will play a key role in providing financial insights, managing internal controls, and partnering with cross-functional teams to support strategic initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Prepare, review, and present monthly, quarterly, and annual financial statements to clients, working closely with an Assistant Controller and a team of property accountants.</p><p>• Establish and communicate financial metrics and key performance indicators to senior leadership.</p><p>• Monitor clients' cash flow and positions daily, compiling management reports with clear cash flow indicators.</p><p>• Conduct monthly reviews of financial statements for various entities and support tax return preparation in coordination with external partners.</p><p>• Develop and enforce internal controls to safeguard assets and ensure financial accuracy through audits and compliance efforts.</p><p>• Oversee all accounting activities, including accounts payable and receivable reviews, client distributions, and supervising bank reconciliations.</p><p>• Provide accounting support for complex property transactions, including ledger corrections, transfers, and resolving exceptions.</p><p>• Evaluate and optimize financial processes, systems, and controls to enhance operational efficiency.</p><p>• Build strong relationships with cross-department leaders to ensure effective communication and support for transactions, including due diligence and client onboarding.</p><p>• Lead and develop the accounting team by hiring, training, and mentoring staff, while fostering a high-performing and motivated work environment.</p>
  • 2025-09-09T18:34:21Z
Controller
  • Lodi, CA
  • onsite
  • Permanent
  • 125000.00 - 150000.00 USD / Yearly
  • <p>Jackie Meza with Robert Half is looking for a skilled Controller to lead our financial operations in Lodi, California. This role is integral to ensuring the accuracy and efficiency of accounting practices, financial reporting, and compliance with regulatory standards. The ideal candidate will bring expertise in managing financial processes, analyzing data, and contributing to the organization’s long-term strategic objectives. Contact Jackie Meza at 209.227.6563 for consideration on the role. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the full cycle of accounting processes, ensuring accuracy and timely completion of financial tasks.</p><p>• Prepare, review, and present comprehensive financial statements to support organizational decision-making.</p><p>• Implement and maintain internal controls to safeguard company assets and ensure compliance with regulations.</p><p>• Manage work-in-progress (WIP) accounting to track project performance and profitability.</p><p>• Provide strategic financial insights to senior leadership, contributing to long-term business planning.</p><p>• Analyze financial data to identify trends, risks, and opportunities for improvement.</p><p>• Mentor and guide finance team members to enhance their skills and align with organizational goals.</p><p>• Ensure adherence to all applicable financial and regulatory standards.</p><p>• Collaborate with cross-functional teams to optimize financial operations and reporting processes.</p><p>• Monitor and manage budgets to support efficient resource allocation.</p>
  • 2025-09-03T14:19:00Z
Controller/ Real Estate
  • San Francisco, CA
  • onsite
  • Permanent
  • 195000.00 - 230000.00 USD / Yearly
  • <p>Jeff Abrams is offering an exciting opportunity for a Controller/Real Estate individual with a keen eye for detail in the Real Estate Property/Facilities Management industry for his client. This position is located in San Francisco, California, 94105, United States. As a Controller/Real Estate, you will be tasked with a variety of responsibilities ranging from overseeing the investment reporting team, managing investment vehicle liquidity, to liaising with various stakeholders.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Mentor and provide opportunities for the Investor Reporting team members to grow.</p><p>• Handle cash analysis, projections, and management of draws/paydowns on subscription facilities for investment vehicles.</p><p>• Ensure smooth workflow by approving expenditure and payables via various systems such as NEXUS, Paymode-X/Kyriba, and MRI.</p><p>• Consult with audit firms and tax consultants on accounting and tax issues and potential conclusions.</p><p>• Coordinate with external accounting consultants, service providers, and joint venture partners to support reporting deliverables.</p><p>• Maintain relationships with investors and other stakeholders, providing them with accurate and timely financial information.</p><p>• Handle the roll-up and reconciliation of investment accounts for various investment vehicles.</p><p>• Oversee the preparation of monthly reports for various investment vehicles.</p><p>• Lead the quarter-end close process, preparation, and review of financial statements.</p><p>• Coordinate with tax accountants and advisors to ensure compliance with REIT regulations.</p><p>• Work directly with various teams on ad hoc projects, oversee group level projects, and collaborate with other departments on company projects and initiatives.</p><p>• Identify and implement improvements in policies and procedures.</p><p>• Provide oversight on accounting analysis on onboarding new investment vehicles, acquisitions, financing, and dispositions.</p><p><br></p><p>If interested, please reach out Jeff Abrams via LinkedIn </p>
  • 2025-08-26T22:35:13Z
Controller
  • San Francisco, CA
  • onsite
  • Permanent
  • 190000.00 - 220000.00 USD / Yearly
  • <p>We are looking for a meticulous Controller to oversee document management processes and ensure the accurate compilation and scanning of essential records. This role requires someone who is highly attentive to detail, skilled in maintaining organized systems, and capable of ensuring compliance with documentation standards. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Leadership:</strong> Lead the Accounting Department, collaborate with management, and keep partners informed to ensure financial services meet expectations.</p><p><strong>Supervision:</strong> Oversee Accounting Manager and staff, drive process improvements, ensure fair policy implementation, hold team meetings, and support a positive, productive work environment.</p><p><strong>Financial Management:</strong> Manage budgets, revenue models, and reporting systems. Review statements, monitor variances, control costs, and oversee cash flow, credit lines, and loans.</p><p><strong>Partnership Accounting & Taxes:</strong> Handle partnership tax submissions, work papers, partner capital accounts, and quarterly/annual tax schedules.</p><p><strong>Retirement Plans:</strong> Coordinate with HR and leadership on retirement plan financials; assist with committee meetings.</p><p><strong>Banking:</strong> Maintain bank relationships, oversee daily banking activity, account transfers, and system administration for banking programs.</p><p><strong>Policy & Controls:</strong> Safeguard firm assets, enforce accounting policies, and recommend improvements.</p><p><strong>Other Duties:</strong> Prepare tax filings, provide data for partner compensation, track industry trends, and support additional assigned projects.</p>
  • 2025-09-04T18:13:49Z
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