67 results for Sales in Oakland, CA

Sales Coordinator

Hayward, CA
onsite
Permanent
70000.00 - 75000.00 USD / Yearly
We are looking for a detail-oriented Sales Coordinator to join our team in Hayward, California. The Sales Coordinator is responsible for providing comprehensive support to the Sales team throughout the lifecycle of client orders, from the initial agreement through completion and payment. Reporting to the Contracts, Administration & Purchasing Supervisor, this role collaborates with multiple departments—including Sales, Operations, Vendor Management, and Senior Leadership—to facilitate smooth processes and communication. Key Responsibilities:<ul><li>Accurately and promptly process all sales agreements, ensuring compliance with internal policies and procedures.</li><li>Set up contracts and maintain job records using collaborative and digital document management tools and the company's ERP software.</li><li>Oversee the creation and maintenance of project/job files, ensuring all documentation is organized and accessible within the company’s digital storage system.</li><li>Review, enter, and update sales and purchase orders, contract modifications, and cancellations in the ERP.</li><li>Track equipment and other deliverables to make sure delivery timelines are met and purchase order requirements are fulfilled.</li><li>Serve as a liaison across teams, balancing deadlines and objectives while making practical decisions.</li><li>Proactively manage inventory levels by placing equipment orders to maintain optimal stock at warehouse locations.</li><li>Coordinate with Logistics, Sales, and Warehouse teams to schedule and release equipment as required by project timelines.</li><li>Monitor inventory transfers between various facilities, ensuring accurate record-keeping of product counts and serial numbers.</li><li>Support annual physical inventory audits and assist with reconciliation processes as directed by the supervisor.</li><li>Assist with internal and external audit requests by retrieving documentation, as needed.</li></ul>
2026-04-10T07:04:15Z

Sales Analyst

Lafayette, CA
onsite
Permanent
85000.00 - 100000.00 USD / Yearly
Colleen McAuliffe with Robert Half is looking for a detail-oriented and driven Sales Operations / Sales Analyst to join our team in Orinda, California. This role combines business development research, sales operations, and analytics to enhance team efficiency and drive revenue growth. The ideal candidate will bring strong organizational skills, a data-driven mindset, and a collaborative approach to managing sales processes and supporting business objectives. Responsibilities:• Conduct research to identify potential leads and compile prospecting lists for the business development team.• Assist in the creation of sales proposals, presentations, and responses to client inquiries.• Generate and evaluate sales dashboards and pipeline metrics to provide actionable insights.• Develop and implement strategies to optimize sales workflows and enhance team productivity.• Collaborate with marketing, finance, and customer success teams to align sales initiatives with broader organizational goals.• Maintain accurate documentation of sales activities, business development progress, and operational processes.• Identify areas for improvement within sales operations and propose solutions to streamline efforts.• Provide support in post-sales activities, including quoting and follow-up.• Prepare executive-level presentations to communicate sales performance and strategic objectives.
2026-03-17T15:18:45Z

Senior Financial Analyst (Sales Finance)

San Leandro, CA
onsite
Permanent
105000.00 - 115000.00 USD / Yearly
We are looking for a Senior Financial Analyst to join our team in San Leandro, California. In this role, you will focus on driving financial insights and supporting sales operations through detailed analysis and modeling. This position is ideal for someone with a strong analytical mindset and the ability to translate data into actionable strategies. Responsibilities:<ul><li>Build and automate revenue-to-GP reports and forecasts</li><li>Analyze revenue and margin drivers by product and customer</li><li>Advise leaders on actions to improve margins and grow revenue</li><li>Manage pricing and discount accuracy in ERP and TPM systems</li><li>Oversee clean capture of distributor and indirect sales data</li><li>Consolidate monthly forecasts, flag risks/opportunities, and push back when needed</li><li>Produce timely month-end results with clear business insights</li><li>Align with Sales Finance teams to standardize approaches</li><li>Lead annual budgets for assigned regions or channels</li></ul>
2026-03-24T17:18:46Z

Senior Director of Tax

Oakland, CA
onsite
Permanent
250000.00 - 285000.00 USD / Yearly
We are looking for an experienced Senior Director of Tax to oversee and manage all aspects of corporate tax compliance and planning for our retail organization. This role requires a strategic leader who can ensure adherence to tax regulations while optimizing processes to meet organizational goals. Based in Oakland, California, you will play a key role in shaping the company's tax strategies and ensuring timely and accurate compliance. Responsibilities:• Lead federal, state, income, and sales tax compliance, including estimates, filings, K-1/K-3s, sales tax returns, audits, and payments. • Model waterfall distributions and calculate owner tax distributions. • Oversee gross receipts and unclaimed property filings. • Serve as primary tax advisor for operational initiatives and bank audits. • Manage tax department budget, costs, vendors, and external advisors. • Establish compliant, well-documented tax processes and audit readiness. • Mentor tax managers and support team development. • Partner with accounting, finance/treasury, and legal teams on tax reporting, cash forecasting, and documentation.
2026-03-13T15:33:44Z

Business Development Officer

Palo Alto, CA
onsite
Permanent
100000.00 - 120000.00 USD / Yearly
Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals? OverviewOur client is a Palo Alto–based, early-stage venture capital firm investing in transformative founders and emerging businesses. The firm is experiencing a period of accelerated growth, expanding its internal infrastructure to support future fundraising and long-term scale.They are seeking an Investor Relations & Fundraising Associate to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a commercially minded, relationship-driven professional who thrives in outbound outreach, long-cycle relationship management, and close partnership with senior leadership. The role offers direct exposure to firm leadership and sophisticated institutional investors. Key Responsibilities<ul><li>Execute and support fundraising campaigns, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a pipeline of prospective LPs, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor fundraising materials, pitch decks, and investor correspondence</li><li>Assist with LP communications, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor fundraising metrics and performance indicators</li><li>Support planning and execution of Annual Meetings and investor events</li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul>
2026-03-13T13:58:44Z

Staff Accountant

San Jose, CA
onsite
Temporary
36.58 - 42.35 USD / Hourly
We are looking for a detail-oriented Staff Accountant to join our team on a contract basis in San Jose, California. This role offers an exciting opportunity to contribute to various accounting functions, including corporate tax preparation, sales tax management, and general ledger maintenance. If you thrive in a dynamic environment and have a strong background in accounting, we encourage you to apply. Responsibilities: • Prepare and review corporate tax returns to ensure compliance with regulations. • Manage sales tax filings and address any related inquiries or discrepancies. • Post and reconcile journal entries to maintain accurate financial records. • Maintain and update the general ledger, ensuring all entries are correctly categorized. • Assist in month-end and year-end close processes by preparing necessary reports and documentation. • Analyze financial statements and provide insights to support decision-making. • Collaborate with other departments to provide accurate financial data. • Ensure adherence to accounting standards and relevant laws in all financial activities. • Support audits by preparing documentation and addressing auditor requests.
2026-04-06T14:58:41Z

Staff Accountant

San Jose, CA
onsite
Temporary
30.09 - 34.84 USD / Hourly
We are looking for a detail-oriented Staff Accountant to join our team on a contract basis in San Jose, California. In this role, you will play a key part in managing financial records, ensuring compliance with tax regulations, and supporting overall accounting operations. This is an excellent opportunity to contribute your expertise while collaborating with a dynamic team. Responsibilities: • Prepare and review corporate tax returns to ensure accuracy and compliance with regulations. • Manage sales tax filings and resolve related discrepancies. • Record and maintain journal entries to support accurate financial reporting. • Oversee the general ledger, ensuring all transactions are correctly documented. • Assist in tax planning activities and provide insights to optimize financial performance. • Conduct reconciliations to ensure data integrity across accounting systems. • Support audits by preparing necessary documentation and addressing inquiries. • Collaborate with internal teams to streamline accounting processes and improve efficiency. • Analyze financial data to identify trends and assist in decision-making processes.
2026-03-17T17:33:41Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent
125000.00 - 155000.00 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-03-30T19:33:45Z

Staff Accountant

Hayward, CA
onsite
Permanent
85000.00 - 95000.00 USD / Yearly
We are looking for a detail-oriented Staff Accountant to join our team in Hayward, California. The ideal candidate will thrive in a fast-paced environment and demonstrate expertise in accounting practices as well as indirect tax work. Responsibilities:<ul><li>Month-End Close: Prepare and post journal entries to the general ledger. Perform account reconciliations for cash, prepaid expenses, liabilities, deferred revenue, and more on a monthly basis.</li><li>Fixed Asset Management: Record new asset acquisitions, disposals, and monthly depreciation. Verify asset classification for both financial reporting and property tax purposes.</li><li>Annual Inventory: Lead the yearly physical inventory of fixed assets. Work with departmental leaders to identify, tag, and reconcile equipment, and determine any obsolete or unaccounted-for items.</li><li>Sales & Use Tax Management: Prepare and file Sales and Use tax returns on a monthly, quarterly, and annual basis for several jurisdictions. Conduct use tax audits on accounts payable and fixed asset purchases to validate accurate accruals and submissions.</li><li>Corporate Governance: Handle filings for Annual or Biennial Reports with state agencies and oversee renewals for municipal and county-level business licenses.</li><li>Audit & Exemption Management: Serve as the primary contact for audits conducted by state and local authorities. Maintain and authenticate a database of customer tax exemption certificates.</li></ul>
2026-04-08T07:08:47Z

Tax Manager - Public

San Francisco, CA
onsite
Permanent
120000.00 - 200000.00 USD / Yearly
Natalie Lue at Robert Half is partnering with a fast‑growing tech startup is looking for a Tax Manager to be the in‑house expert on complex individual taxation and help drive product development—especially around CCH Axcess. Base + equity, unlimited PTO and more! What You’ll Do:• Prepare/review complex 1040s• Manage HNW, multi‑state, and foreign reporting (FBAR, FATCA, etc.)• Serve as the internal CCH Axcess expert• Work cross‑functionally with product + engineering• Improve processes and maintain technical excellence What We’re Looking For:• Heavy 1040 + HNW experience• Deep, hands‑on CCH Axcess expertise (non‑negotiable)• Multi‑state + foreign reporting• Comfortable operating independently• Willing to work onsite in San Francisco
2026-03-11T20:14:07Z

Senior Merchandise Coordinator

San Francisco, CA
onsite
Permanent
1000.00 - 125000.00 USD / Yearly
Natalie Lue with Robert Half is recruiting a Senior Merchandise Coordinator to support forecast accuracy and product flow for perishable CPG items. Role includes analyzing sales trends, managing demand plans, coordinating with sales and supply chain, and preparing reporting to ensure the right product, in the right place, at the right time. Ideal for someone detail‑oriented with experience in perishables, demand planning, or merchandising. The company works hybrid a minimum of 3 days onsite in San Francisco.
2026-04-07T17:59:03Z

Inventory Control Specialist

Stockton, CA
onsite
Permanent
55000.00 - 70000.00 USD / Yearly
RESPONSIBILITIES Financial Reconciliation & Reporting • Validate that all inventory related transactions (receipts, issues, transfers, adjustments, scrap, returns) are accurately recorded in Parity (inventory system) by the Operations team daily. • Post Inventory transactions in Great Plains (accounting system) • Reconcile inventory between GP and Parity • Reconcile outside warehouse inventory to GP. • Process inventory transactions for sales from outside warehouses to move finished goods from PB to PFFI within GP to support sales order fulfillment. • Investigate and resolve discrepancies related to inventory quantities, units of measure, and transaction timing. • Validate monthly transactions in financial reporting systems. Transaction Validation & Compliance • Review transactions entered by operations, procurement, and warehouse teams to ensure accuracy, completeness, and compliance with company policies. • Identify incorrect or missing transactions and follow up with responsible teams to correct them. • Monitor open POs, unmatched receipts, and unposted transactions to ensure timely resolution. • Validate BOM accuracy, production reporting, and WIP movements as needed. Process Monitoring & Issue Resolution • Track recurring errors or process gaps and escalate systemic issues to management. • Collaborate with cross functional teams to correct root causes of inventory inaccuracies. • Support cycle count and physical inventory processes by validating results and ensuring proper adjustments are recorded. • Maintain documentation of reconciliation procedures and transaction workflows. • Maintain standardized reports and dashboards for monitoring inventory accuracy Most important keys: • Bachelors is a must • Needs to be a thinker, who is willing to be trained • Heavy reconciliations of data between different systems and resolving discrepancies with operating and accounting teams (standard month end, journal entries, etc) • 1+ years experience would be ideal, open to college grad at lower comp • Communicating issues to leadership and operations (corporate and onsite) and begin able to identify them- will need to be meticulous and detail oriented- great communicator to leadership at the plant onsite with them • Training included • Willing to evolve into an accounting role • Software- Great Plains (Accounting System), and Parity (Inventory System)
2026-03-30T18:48:42Z

Senior Revenue Accountant

Oakland, CA
onsite
Permanent
110000.00 - 130000.00 USD / Yearly
We are a SaaS startup looking for an experienced Senior Revenue Accountant to join our team in San Francisco, California. In this role, you will be responsible for managing and analyzing revenue-related financial activities, ensuring compliance with accounting standards, and delivering accurate reporting. The ideal candidate will have a strong background in revenue recognition and expertise in industry-specific accounting practices. Responsibilities:<ul><li>Execute ASC 606 revenue recognition and validate inputs with revenue operations and FP& A.</li><li>Reconcile revenue, deferred revenue, AR, unbilled AR, and cost of sales.</li><li>Maintain cost-of-sales schedules and ensure GL and system accuracy.</li><li>Support monthly reporting, including variance analysis and KPIs.</li><li>Prepare journal entries, reconciliations, and close schedules for assigned areas.</li><li>Manage tie-outs and resolve discrepancies with cross-functional partners.</li><li>Perform revenue controls and maintain audit-ready documentation.</li><li>Document procedures, improve processes, and support audits and PBCs.</li><li>Respond to auditor inquiries accurately and on time.</li><li>Partner with revenue operations, FP& A, Legal, offshore teams, and external vendors to ensure accurate revenue data and efficient workflows.</li></ul>
2026-03-20T15:58:47Z

Accounts Receivable Specialist

San Francisco, CA
remote
Temporary
35.00 - 45.00 USD / Hourly
A growing San Francisco–based company is seeking a Contract Accounts Receivable Specialist to support day-to-day accounting operations and ensure accurate, timely customer billing and collections. This role is ideal for someone who enjoys owning the AR function, improving processes, and partnering closely with internal teams across finance, sales, and operations. Responsibilities:Manage the full accounts receivable cycle, including invoicing, cash application, and collectionsGenerate and distribute customer invoices accurately and in a timely mannerApply customer payments (ACH, wire, check, credit card) and reconcile unapplied cashMonitor aging reports and proactively follow up on past-due balancesCommunicate directly with customers to resolve billing questions, disputes, and discrepanciesPerform AR reconciliations and support month-end close activitiesPrepare revenue-related journal entries and assist with deferred revenue or accruals as neededReview and assess customer credit risk and support credit approval processesMaintain accurate customer records and documentation within the ERP systemPrepare audit support and schedules related to accounts receivable and revenuePartner with sales, finance, and operations teams to ensure billing accuracy and timely collections ** If you're interested in this position, please apply to this position and contact Stefano Silvia at stefano.silvia - at - roberthalf - .com with your word resume and reference job ID# **
2026-04-07T16:54:08Z

Accounts Receivable Specialist

San Francisco, CA
remote
Temporary
35.00 - 45.00 USD / Hourly
A growing San Francisco–based company is seeking a Contract Accounts Receivable Specialist to support day-to-day accounting operations and ensure accurate, timely customer billing and collections. This role is ideal for someone who enjoys owning the AR function, improving processes, and partnering closely with internal teams across finance, sales, and operations. Responsibilities:Manage the full accounts receivable cycle, including invoicing, cash application, and collectionsGenerate and distribute customer invoices accurately and in a timely mannerApply customer payments (ACH, wire, check, credit card) and reconcile unapplied cashMonitor aging reports and proactively follow up on past-due balancesCommunicate directly with customers to resolve billing questions, disputes, and discrepanciesPerform AR reconciliations and support month-end close activitiesPrepare revenue-related journal entries and assist with deferred revenue or accruals as neededReview and assess customer credit risk and support credit approval processesMaintain accurate customer records and documentation within the ERP systemPrepare audit support and schedules related to accounts receivable and revenuePartner with sales, finance, and operations teams to ensure billing accuracy and timely collections ** If you're interested in this position, please apply to this position and contact Stefano Silvia at stefano.silvia - at - roberthalf - .com with your word resume and reference job ID# **
2026-04-07T16:54:08Z

Customer Service Representative

San Francisco, CA
onsite
Temporary
22.14 - 22.14 USD / Hourly
We are looking for a motivated and analytical Customer Service Representative to join our team on a contract basis in San Francisco, California. In this role, you will engage directly with business owners, identifying patterns across interactions to inform AI training and product development. Your insights will play a pivotal role in shaping our systems, collaborating closely with sales, operations, and engineering teams. Responsibilities: • Conduct intake conversations with business owners to gather accurate and actionable information. • Analyze patterns from conversations to identify critical insights and recurring edge cases. • Classify and label AI training data to ensure engineers can address anomalies effectively. • Review and refine rules engine logic, ensuring systems handle real-world variations accurately. • Perform quality assurance on AI-handled calls, identifying gaps and providing feedback to improve performance. • Document findings and create structured training materials and playbooks to support team scalability. • Collaborate with cross-functional teams to prioritize automation opportunities and refine processes. • Provide recommendations that influence product decisions based on firsthand insights.
2026-04-10T23:38:40Z

Trade and Promotions Accountant

Vallejo, CA
onsite
Temporary
35.00 - 42.00 USD / Hourly
Robert Half is looking for a contract Trade and Promotions Accountant for a short term engagement with one of our CPG clients in Vallejo, CA. Duties:Manage trade promotion and customer pricing accruals to ensure accurate net revenue and gross margin reportingReview, validate, and reconcile promotional deductions and claims, partnering closely with AR and SalesAnalyze accruals versus actuals and perform post‑promotion variance analysis to explain performanceSupport revenue recognition and ASC 606 compliance related to variable consideration and promotional activityCollaborate cross‑functionally with Sales, FP& A, Supply Chain, and Audit to minimize margin leakage and improve controls
2026-04-09T14:43:45Z

Logistics Coordinator

Santa Clara, CA
onsite
Temporary
26.13 - 30.25 USD / Hourly
We are looking for a detail-oriented Logistics Coordinator to join our team on a contract basis in Santa Clara, California. In this role, you will play a key part in managing shipments, preparing shipping documents, and ensuring smooth coordination between customers, suppliers, and internal teams. This is a three-month contract position, offering an excellent opportunity to contribute to a dynamic environment within the metals and minerals industry. Responsibilities: • Coordinate and oversee shipments to meet customer requirements, ensuring all necessary documents such as packing lists and invoices are prepared accurately. • Monitor shipment progress, communicate updates to customers and suppliers, and address any logistical challenges. • Prepare purchase orders, track delivery schedules, and provide timely status reports to stakeholders. • Ensure compliance with import and export regulations by verifying documentation and validating duty rates. • Collaborate with team members to support customs clearance and order fulfillment processes. • Issue invoices to customers and process payments to suppliers in a timely manner. • Resolve any billing or fulfillment issues in coordination with the sales team and other departments. • Manage accounts receivable and payable, ensuring accurate record-keeping. • Generate monthly reports on sales, purchasing, and inventory levels, and monitor product inventories. • Provide operational assistance and contribute to special projects as needed.
2026-04-13T22:28:42Z

Tax Manager - Public

San Rafael, CA
onsite
Permanent
150000.00 - 190000.00 USD / Yearly
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. Responsibilities:• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.• Develop and implement tax strategies that align with the company's business goals.• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.• Maintain and update the company's tax database regularly.• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.• Consult with executives regarding the tax implications of various corporate strategies.• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.• Perform audits and negotiate tax resolutions with taxing authorities.• 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.
2026-03-20T16:13:43Z

Administrative Assistant

Santa Clara, CA
onsite
Permanent
48000.00 - 50000.00 USD / Yearly
We are looking for a detail-oriented Administrative Assistant to support billing operations in a fast-paced healthcare environment. This role is based in Santa Clara, California, and offers an excellent opportunity for individuals eager to grow their administrative and financial skills. The ideal candidate will assist with invoicing, purchase order matching, and other bookkeeping tasks while collaborating closely with the sales and management teams. Responsibilities: • Prepare and send invoices accurately and in a timely manner. • Match purchase orders to invoices to ensure proper documentation and billing. • Collaborate with the sales and management teams to support billing-related processes. • Assist with bookkeeping tasks and maintain organized financial records. • Manage customer billing inquiries and provide resolution promptly. • Use QuickBooks or similar software for billing and record-keeping purposes. • Generate billing statements and ensure all payments are recorded properly. • Participate in training to learn additional responsibilities and enhance skills. • Maintain administrative records and provide general office support as needed.
2026-03-20T23:23:42Z

Full Charge Bookkeeper

Saint Helena, CA
onsite
Permanent
80000.00 - 85000.00 USD / Yearly
We are looking for a skilled Full Charge Bookkeeper to oversee all aspects of financial management for our organization in the Napa Valley. This role involves managing the complete accounting cycle, maintaining accurate financial records, and supporting operational and strategic decision-making processes. The ideal candidate will bring expertise in QuickBooks, a keen eye for detail, and experience working in retail or similar environments. Responsibilities:• Handle full-cycle bookkeeping tasks, including accounts payable, accounts receivable, general ledger updates, and bank and credit card reconciliations.• Oversee the QuickBooks accounting system to ensure all financial transactions are recorded accurately and promptly.• Conduct monthly, quarterly, and year-end closings, maintaining well-organized financial documentation.• Reconcile daily sales data, merchant accounts, and organizational systems to ensure consistent and accurate accounting.• Track inventory transactions and manage cost of goods sold, leveraging retail experience when applicable.• Process vendor payments, maintain up-to-date vendor files, and manage purchase orders and related documentation.• Prepare detailed financial reports, including profit and loss statements, balance sheets, and cash flow analyses.• Assist in payroll processing and related entries, ensuring compliance with company standards and policies.• Support sales tax filings, regulatory compliance efforts, and the preparation of documentation for external audits.• Identify opportunities to streamline accounting processes and improve internal financial controls.
2026-04-07T16:23:46Z

Tax Accountant

Belmont, CA
onsite
Permanent
140000.00 - 160000.00 USD / Yearly
We are seeking an experienced Tax Accountant. This role involves a variety of tax responsibilities, including preparation and review of tax filings, ensuring compliance with state and local regulations, and contributing to the organization through special projects. The ideal candidate will bring strong expertise in tax accounting and demonstrate a commitment to accuracy and collaboration. Key Responsibilities:<ul><li>Prepare and review federal and state income tax returns for partnerships, LLCs, S corporations, and individual taxpayers.</li><li>Maintain organized and detailed tax workpapers and digital tax return files.</li><li>Reconcile partner capital accounts and oversee preferred return schedules.</li><li>Perform complex account reconciliations and process journal entries for tax-related functions.</li><li>Analyze partnership and operating agreements to ensure correct application of relevant tax provisions.</li><li>Research and resolve tax issues, implementing practical solutions as needed.</li><li>Monitor compliance with sales and use tax regulations, Form 1099 reporting, and other business tax filings.</li><li>Liaise with external service providers to address tax-related matters.</li><li>Respond to federal and state tax notices through correspondence with tax authorities.</li><li>Collaborate with accounting and property management teams on special projects.</li></ul>
2026-03-23T17:43:44Z

Account Manager

San Francisco, CA
onsite
Temporary
22.14 - 22.14 USD / Hourly
We are looking for a dedicated Account Manager to join our team on a contract basis in San Francisco, California. In this role, you will manage post-sale customer interactions, ensuring a seamless experience for clients by addressing inquiries, resolving issues, and maintaining strong relationships. This is an excellent opportunity for a proactive, detail-oriented individual with a background in customer success or insurance operations to make a meaningful impact. Responsibilities: • Respond promptly to customer inquiries regarding certificates of insurance, billing, policy changes, claims, and renewal timelines. • Take ownership of customer issues, following through with carriers and other teams to ensure resolution and closing the loop with clients. • Stay informed about policy types, coverage details, and carrier processes to provide accurate and confident answers to customer questions. • Document customer interactions comprehensively, contributing data to improve AI-driven tools and systems. • Identify and escalate recurring issues or process inefficiencies to support product and engineering improvements. • Collaborate with cross-functional teams, including Sales and Customer Experience, to ensure consistent and high-quality service. • Maintain a strong focus on customer loyalty by delivering detail-oriented, efficient, and helpful interactions. • Manage multiple systems and tools effectively while handling customer calls and inquiries. • Proactively flag connectivity or operational challenges that need resolution to enhance customer satisfaction.
2026-04-10T23:38:40Z

Director of Finance - SF Private Equity Firm

San Francisco, CA
remote
Permanent
200000.00 - 300000.00 USD / Yearly
Reach out to Jennifer Fukumae with Robert Half Finance & Accounting to learn more about this opportunity and get applied today! A private equity firm in San Francisco seeking a Director of Finance to lead the firm’s financial operations. This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Director of Finance will be the 1st Finance hire and will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth. Key Responsibilities<ul><li>Oversee all financial operations, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash</li><li>Produce and maintain 13-week rolling cash flow forecasts and annual cash flow projections</li><li>Lead the annual budgeting process, including ongoing updates and financial planning support</li><li>Manage and oversee the outsourced accounting team, ensuring accurate reporting and operational efficiency</li><li>Develop and monitor key financial metrics, management reporting, and investor reporting materials</li><li>Maintain oversight of relationships with banks, auditors, tax advisors, insurance providers, and IT partners</li><li>Support tax compliance activities, including federal and state income taxes and sales tax requirements</li><li>Partner with firm leadership to implement operational improvements and financial best practices</li></ul>
2026-03-31T04:54:00Z

Controller

San Francisco, CA
remote
Temporary
80.00 - 85.00 USD / Hourly
Responsibilities · Build, document, and implement a scalable accounting infrastructure, including policies, procedures, and internal controls to support continued growth · Manage a team of two Staff Accountants focused on Accounts Receivable and Accounts Payable, providing oversight, guidance, and development · Serve as the primary link between the transactional accounting function and the CFO, translating day-to-day accounting activity into clear financial insights · Lead the restructuring and modernization of the accounting function, addressing gaps created during periods of rapid company growth · Own and execute accounting cleanup efforts to improve accuracy, consistency, and efficiency across financial operations · Personally administer new processes initially to ensure successful implementation before transitioning ownership to team members · Manage all general accounting functions, including full-cycle month-end close, journal entries, account reconciliations, consolidations, and variance analysis · Prepare monthly financial statements, including fluctuation analysis and budget vs. actual comparisons · Create, document, and maintain a comprehensive accounting playbook to support future scaling and team onboarding · Direct activities related to billing, cash collections, cash management, and cash forecasting · Develop and manage KPI dashboards and standardized reporting for leadership · Accurately calculate sales commissions in accordance with multiple compensation plans · Build standardized and ad-hoc reports tracking revenue, margins, operating costs, KPIs, and other key metrics · Complete payroll processing and tax-related matters to ensure timely and accurate compliance · Partner with leadership on budgeting, forecasting, and strategic financial planning
2026-03-17T00:18:44Z