<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting a<strong> Client Service Accounting Associate</strong> for a <strong>family office</strong>. This is a full-time, permanent role based in San Francisco with a hybrid schedule.</p><p> </p><p>The company offers a full range of services from investment management and financial planning to tax and philanthropic support while building long-term client relationships.</p><p> </p><p>This role provides a collaborative environment with mentorship and growth opportunities, excellent benefits including full medical, dental, and vision coverage, 401k match, profit-sharing, unlimited PTO, generous parental leave, and flexible remote work. You’ll also have access to paid courses and certifications and the chance to work on meaningful, high-impact projects.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage accounts payable, coding, approvals, and high-volume payments</li><li>Handle monthly reconciliations, month-end close, and client reporting</li><li>Collaborate with vendors and estate managers to ensure smooth operations</li><li>Support quarterly accounting, cash flow analysis, trial balances, and investor reporting</li><li>Assist with philanthropic payments, budgeting, forecasting, and process improvements</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are seeking an experienced and detail-oriented Tax Preparer to join a dynamic and fast-paced team in Palo Alto, CA. The successful candidate will play a critical role in assisting clients with tax preparation, ensuring compliance with federal, state, and local tax laws, and optimizing client outcomes through accuracy and insight.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Tax Preparation:</strong> Prepare and file individual, corporate, partnership, and other tax returns accurately and on time.</li><li><strong>Client Communication:</strong> Interact with clients to gather necessary financial information, understand tax needs, and resolve questions or concerns.</li><li><strong>Tax Research:</strong> Stay updated on changes to tax laws and regulations, providing informed advice to clients on how updates may influence their financial and tax status.</li><li><strong>Compliance:</strong> Ensure compliance with all applicable tax regulations and filing deadlines while reducing potential risks of audits or penalties.</li><li><strong>Calculations and Documentation:</strong> Perform detailed calculations, maintain accurate records of tax filings, and compile supporting documentation.</li><li><strong>Advisory Support:</strong> Provide basic tax planning guidance, identifying potential savings opportunities or credits to help clients optimize their tax positions.</li><li><strong>Software Utilization:</strong> Use tax preparation software effectively to file and manage returns. Proficiency with tools such as QuickBooks, Excel, and commonly used tax software is preferred.</li><li><strong>Team Collaboration:</strong> Work closely with other accounting and finance professionals to provide seamless service to clients.</li></ul><p><br></p>
<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>
<p>We are looking for an experienced Senior Accountant to join our team in San Francisco, California. This role offers the opportunity to work closely with clients and senior leadership, managing complex tax strategies and financial processes. The ideal candidate will bring expertise in tax preparation, research, and planning, along with a commitment to accuracy and excellence. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Prepare and review various tax filings, including corporate, partnership, individual, trust, and estate income returns.</p><p>• Conduct in-depth research on tax regulations and financial practices to develop effective strategies.</p><p>• Collaborate directly with clients to address tax-related concerns and implement solutions.</p><p>• Develop and execute tax projections and strategies, ensuring compliance with quarterly tax payments.</p><p>• Oversee and guide less experienced tax accountants, providing mentorship and training on best practices.</p><p>• Represent clients during audits, working in partnership with senior leadership.</p><p>• Manage multiple client engagements simultaneously while maintaining high standards of quality.</p><p>• Identify potential tax issues and propose proactive measures to mitigate risks.</p><p>• Ensure the accuracy and completeness of all financial and tax documentation.</p><p>• Provide consulting services on accounting policies and procedures for diverse businesses.</p>
<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>
<p>A growing and client-focused financial services firm is seeking an experienced and motivated Tax Associate to join its collaborative team. This is a full-time, in-office role offering schedule flexibility, competitive compensation, and the opportunity to make a meaningful impact in a dynamic and professional environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>As a Tax Associate, you will be responsible for preparing and reviewing a wide range of tax returns, managing client engagements, and representing clients before tax authorities. You’ll work closely with a team of seasoned professionals to deliver high-quality, personalized service and contribute to the continuous improvement of internal systems and processes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review individual and business tax returns (1040s, S-Corps, C-Corps, Partnerships, Fiduciary, Non-Profit)</li><li>Represent clients before the IRS and state tax agencies for audits, collections, and correspondence</li><li>Conduct tax research and provide strategic guidance</li><li>Maintain compliance with tax laws and regulations</li><li>Manage client relationships with professionalism and responsiveness</li><li>Maintain organized and accurate records of client documents and communications</li><li>Contribute to process improvements and team collaboration</li></ul><p><strong>What We Offer:</strong></p><ul><li>Full-time position (January–December)</li><li>Competitive salary and benefits</li><li>Flexible scheduling within an in-office culture</li><li>Supportive, growth-oriented team environment</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>
<p><strong>Tax Accountant / Senior Tax Accountant</strong></p><p><em>Onsite – San Jose</em></p><p><em>$80,000 – $100,000 base + bonus</em></p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with an established Wealth Management and Tax Advisory firm in San Jose to identify a <strong>Tax Accountant / Senior Tax Accountant</strong> (title flexible based on experience). This is a unique opportunity to join a highly respected team that serves an impressive client base and is expanding its tax advisory practice.</p><p> </p><p><strong>About the Opportunity</strong></p><p>The firm provides holistic financial services to more than 500 households, with average client assets ranging from $2M–$10M. The incoming Tax Advisor will focus on the <strong>tax side of the practice</strong>, working closely with the wealth management team to provide high-level tax advisory services to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual, business, and partnership tax returns.</li><li>Partner with wealth management colleagues to provide integrated tax planning and advisory support.</li><li>Collaborate with leadership to help expand the firm’s growing tax practice.</li><li>Deliver excellent client service with clear, proactive communication.</li></ul>
<p><strong>Tax Accountant / Senior Tax Accountant</strong></p><p><em>Onsite – San Jose</em></p><p><em>$80,000 – $100,000 base + bonus</em></p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with an established Wealth Management and Tax Advisory firm in San Jose to identify a <strong>Tax Accountant / Senior Tax Accountant</strong> (title flexible based on experience). This is a unique opportunity to join a highly respected team that serves an impressive client base and is expanding its tax advisory practice.</p><p> </p><p><strong>About the Opportunity</strong></p><p>The firm provides holistic financial services to more than 500 households, with average client assets ranging from $2M–$10M. The incoming Tax Advisor will focus on the <strong>tax side of the practice</strong>, working closely with the wealth management team to provide high-level tax advisory services to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual, business, and partnership tax returns.</li><li>Partner with wealth management colleagues to provide integrated tax planning and advisory support.</li><li>Collaborate with leadership to help expand the firm’s growing tax practice.</li><li>Deliver excellent client service with clear, proactive communication.</li></ul>
<p><strong>Job Posting: Tax Associate (In-Person Role)</strong></p><p>A growing financial services firm is seeking an experienced and motivated <strong>Tax Associate</strong> to join its collaborative team. This full-time, in-office position offers schedule flexibility, competitive compensation, and the opportunity to make a meaningful impact while working alongside seasoned professionals in a supportive and growth-oriented environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Tax Associate will be responsible for preparing and reviewing a wide range of tax filings, managing client engagements, and representing clients before tax authorities. The ideal candidate is a credentialed tax professional with strong technical skills, a commitment to excellence, and a collaborative mindset.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review individual and business tax returns, including 1040s, S-Corps, C-Corps, Partnerships, Fiduciary, and Non-Profit filings.</li><li>Provide high-quality, personalized service to clients.</li><li>Manage client engagements with professionalism and responsiveness.</li><li>Represent clients before the IRS and state tax agencies for audits, collections, and correspondence.</li><li>Conduct tax research and provide strategic guidance.</li><li>Maintain compliance with all relevant tax laws and regulations.</li><li>Contribute to process improvements and internal system enhancements.</li><li>Maintain organized and accurate records of client documents and communications.</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>
<p><strong>Senior Accountant (Hybrid – San Mateo, CA | FinTech | ~6-Month Contract)</strong></p><p>We are seeking a <strong>Senior Accountant</strong> for a <strong>6-month contract</strong> with a leading organization in the <strong>FinTech industry</strong>, located in <strong>San Mateo, CA</strong>. This hybrid role requires <strong>two days onsite (Monday & Thursday)</strong> and offers the opportunity to make a meaningful impact on core accounting functions in a dynamic, fast-paced environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Perform high-volume <strong>account reconciliations</strong> including cash, bank, prepaid, and accrued expenses.</li><li>Manage <strong>daily cash activity</strong>, posting, reconciliation, and reporting.</li><li>Maintain <strong>amortization schedules</strong> and ensure proper accounting for prepaids and accruals.</li><li>Conduct detailed <strong>flux/variance analysis</strong> to explain financial trends and anomalies.</li><li>Support <strong>month-end close</strong>, including journal entries, audit prep, and tax documentation.</li><li>Partner with cross-functional teams to <strong>optimize accounting processes</strong> and uphold compliance.</li></ul><p><br></p>
<p>Our client is seeking a Tax Accountant with strong experience preparing and reviewing Form 1065 (Partnership Returns). This is a temp-to-hire opportunity offering the chance to contribute immediately during busy season, with the potential for a long-term career within a growing accounting team.</p><p><br></p><p>Responsibilities</p><ul><li>Prepare and review complex partnership tax returns (Form 1065) including multi-member LLCs and related K-1 schedules.</li><li>Assist with other business and individual returns as needed (1120, 1120S, 1040).</li><li>Research federal, state, and local tax issues to ensure compliance.</li><li>Support audits and respond to inquiries from taxing authorities.</li><li>Maintain accurate tax records and supporting documentation.</li><li>Collaborate with senior accountants and managers on tax planning strategies.</li><li>Ensure deadlines are met while delivering high-quality, accurate work.</li></ul><p>Please contact John Miller for immediate consideration. </p>
<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>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Fund Accounting Manager </strong>at a <strong>Top Venture Capital Firm</strong>. This is a full-time permanent role based in <strong>Menlo Park</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a <strong>top venture capital </strong>firm in the Bay Area, currently managing billions with the region's best entrepreneurs. Be part of a dynamic, collaborative team, with the added perks of a flexible work schedule, fantastic pay, and great benefits - from fully covered insurance to profit sharing in your 401(k) and even free meals.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Handle Fund and GP ledgers, expenses, accruals, transactions, and allocations.</li><li>Craft quarterly and yearly financial statements.</li><li>Work with finance chiefs and external parties for audits and taxes.</li><li>Monitor cash, manage capital calls, and handle distributions.</li><li>Oversee Fund Admin's reports and answer queries from partners.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a Senior Fund Accountant & Valuations at a <strong>Prominent Venture Capital Firm</strong>. This is a full-time permanent role based in <strong>Menlo Park </strong>with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>With over 50 years of helping founders build industry‑defining companies. From launch to IPO and beyond, this team is known for driving innovation and lasting impact.</p><p> </p><p>Step into a role where your work matters. Join a high‑caliber, collaborative team with mentorship, growth opportunities, and perks like a phantom carry plan, fully covered medical/dental/vision, and unlimited PTO.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Lead and document quarterly valuations of portfolio companies, including key assumptions and market inputs</li><li>Present valuation results and insights to auditors and the valuation committee</li><li>Support quarterly close reviews, financial statements, and partner statements</li><li>Help prepare quarterly and annual audited financials</li><li>Review capital call and distribution calculations</li><li>Manage cash flow, reconciliations, and capital call planning</li><li>Mentor and develop fund accountants</li><li>Prepare audit materials and respond to auditor questions</li><li>Handle LP inquiries and ensure timely, accurate reporting and distributions</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Reconciliations Accounting Manager</strong> at a <strong>thriving, financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>With decades of success, this organization takes a personalized approach to financial advocacy and offers an incredible work environment.</p><p> </p><p><strong>Enjoy top-tier benefits</strong>, including exceptional medical, dental, and vision insurance, bonuses, and generous retirement contributions.<strong> Work-life balance is a priority</strong>, with an onsite fitness center, tuition reimbursement, loan discounts, and wellness incentives. Plus, their newly upgraded office and focus on skill development make this a fantastic place to grow your career.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the end-to-end general ledger (GL) reconciliation process and governance strategy</li><li>Manage and mentor a team of internal professionals and outsourced resources</li><li>Drive automation and process efficiency using tools like BlackLine</li><li>Ensure timely, accurate reconciliations with a focus on resolving discrepancies</li><li>Oversee aged items, reserves, and write-offs in alignment with policy</li><li>Maintain and improve reconciliation checklists, documentation, and metrics</li><li>Partner with teams across operations, systems, and data to resolve issues</li><li>Act as a key liaison for auditors, regulators, and executive stakeholders</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<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>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Fund Accounting Manager </strong>at a <strong>Top Venture Capital Firm</strong>. This is a full-time permanent role based in <strong>Menlo Park</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a <strong>top venture capital </strong>firm in the Bay Area, currently managing billions with the region's best entrepreneurs. Be part of a dynamic, collaborative team, with the added perks of a flexible work schedule, fantastic pay, and great benefits - from fully covered insurance to profit sharing in your 401(k) and even free meals.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Handle Fund and GP ledgers, expenses, accruals, transactions, and allocations.</li><li>Craft quarterly and yearly financial statements.</li><li>Work with finance chiefs and external parties for audits and taxes.</li><li>Monitor cash, manage capital calls, and handle distributions.</li><li>Oversee Fund Admin's reports and answer queries from partners.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<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>
<p><strong>Finance Associate – Tax Focus</strong></p><p>A leading early-stage investment firm focused on emerging technologies is seeking a <strong>Finance Associate</strong> with deep expertise in <strong>tax compliance and fund operations</strong>. This full-time role offers a unique opportunity to work at the intersection of finance, innovation, and technology, supporting a dynamic team in a fast-evolving regulatory and operational landscape.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Finance Associate will play a critical role in managing tax compliance across multiple entities, supporting fund reporting and audits, and contributing to strategic finance initiatives. This role is ideal for professionals with strong tax experience in asset management, particularly in venture capital or private equity, who are looking to expand their impact in a forward-thinking environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Tax Compliance & Strategy</strong></p><ul><li>Oversee the full tax lifecycle for funds, general partners, and management entities.</li><li>Review tax returns, K-1s, foreign filings, and estimated tax calculations.</li><li>Conduct tax research and collaborate with external advisors to validate positions.</li><li>Serve as the primary liaison with tax advisors and respond to investor inquiries.</li><li>Lead ad-hoc tax research projects to support strategic decision-making.</li></ul><p><strong>Fund & Financial Operations</strong></p><ul><li>Review fund administrator reports and produce quarterly NAV reports.</li><li>Support annual financial statement preparation and audit coordination.</li><li>Monitor fund performance and investment valuations.</li><li>Participate in operational processes including capital calls, distributions, and accounts payable.</li><li>Address finance-related inquiries from investors and assist with strategic analysis.</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>
<p><strong>Job Summary:</strong></p><p>The Financial Analyst will play a critical role in analyzing financial data, creating forecasting models, and identifying trends to support the company’s strategic goals. This role requires a thorough understanding of financial concepts and the ability to communicate complex data in a straightforward, actionable way. If you want to elevate your career and refine your financial expertise, we encourage you to apply.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct in-depth financial analysis and prepare comprehensive reports for senior leadership.</li><li>Develop, maintain, and review financial models to support strategic planning and forecasting.</li><li>Monitor KPIs for performance evaluation and identify areas for improvement.</li><li>Analyze trends in revenue, expenses, and other financial metrics to provide actionable insights.</li><li>Assist in preparation of budgets and variance analysis, ensuring objectives align with organizational goals.</li><li>Support month-end, quarter-end, and year-end closing processes by preparing accurate financial reconciliations and summaries.</li><li>Collaborate with departments across the organization to gather and interpret data.</li><li>Stay updated on market trends, economic developments, and regulatory guidelines that impact financial operations.</li></ul><p><strong>Why You’ll Love This Opportunity:</strong></p><ul><li>Gain the chance to transition into a permanent role with a renowned organization after showcasing your professional expertise and success during the initial contract period.</li><li>Join a supportive and innovative team that thrives in a fast-paced, results-oriented environment.</li><li>Work directly with organizational leaders while taking on diverse responsibilities that strengthen your skills and broaden your professional portfolio.</li></ul><p><strong>Work Schedule & Onsite Location:</strong></p><ul><li><strong>Monday to Friday schedule</strong>, with standard office hours, making it ideal for individuals seeking stability and structure.</li><li>100% onsite in San Leandro, CA ensuring hands-on collaboration with your colleagues and leadership team.</li></ul><p><strong>Ready to Bring Your Expertise to Our Team? Apply Today!</strong></p><p><br></p><p><br></p>
<p>A values-driven wealth advisory firm is seeking an exceptional <strong>Planner</strong> to join its team of professionals dedicated to delivering personalized, high-impact financial guidance. This role is ideal for a seasoned advisor who thrives on building trusted relationships, simplifying complexity, and making a meaningful difference in clients’ lives.</p><p><br></p><p>The Planner will be responsible for managing and deepening client relationships, coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, client-facing role that requires both technical expertise and emotional intelligence.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead the development and execution of personalized financial plans, estate strategies, cash flow analyses, and investment reviews.</li><li>Serve as a primary relationship manager for clients, providing proactive communication and thoughtful guidance.</li><li>Collaborate with internal teams and external advisors (CPAs, attorneys, etc.) to deliver holistic wealth management solutions.</li><li>Oversee client meeting preparation, follow-up communications, and execution of action items.</li><li>Guide clients through complex planning topics including investment management, tax strategies, estate and philanthropic planning, and intergenerational wealth transfer.</li><li>Supervise and mentor Associate Planners, supporting their professional development and ensuring quality execution of client deliverables.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards and internal policies.</li><li>Participate in strategic initiatives across planning, investments, business development, and team goals.</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>
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.<br><br>Responsibilities:<br>• Prepare and review corporate tax returns to ensure accuracy and compliance with regulations.<br>• Manage sales tax filings and resolve related discrepancies.<br>• Record and maintain journal entries to support accurate financial reporting.<br>• Oversee the general ledger, ensuring all transactions are correctly documented.<br>• Assist in tax planning activities and provide insights to optimize financial performance.<br>• Conduct reconciliations to ensure data integrity across accounting systems.<br>• Support audits by preparing necessary documentation and addressing inquiries.<br>• Collaborate with internal teams to streamline accounting processes and improve efficiency.<br>• Analyze financial data to identify trends and assist in decision-making processes.
<p><strong>Michelle Espejo </strong>with <strong>Robert Half Financial Services</strong> is seeking a <strong>Controller </strong>for a high-growth, founder-led <strong>venture capital firm</strong>.</p><p><br></p><p>This is your chance to step into a <strong>pivotal role with a clear path to CFO</strong> as the firm raises its <strong>5th fund</strong> and enters an exciting growth phase.</p><p> </p><p>Enjoy <strong>competitive pay, annual bonus, unlimited PTO, and a flexible remote schedule</strong> while working alongside some of the sharpest minds in technology and investing.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund administrators and oversee full-cycle fund and management company accounting.</li><li>Coordinate audits, tax filings, capital calls, distributions, and LP reporting.</li><li>Monitor cash flow, improve controls, and streamline reporting.</li><li>Create dashboards and reports for stakeholders and investors.</li><li>Support valuations, fund modeling, and fundraising efforts.</li><li>Partner directly with the Founding Partner on strategic finance initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration.</strong></p>
<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>
We are offering an exciting opportunity in Santa Rosa, California, for a Controller who will oversee and manage the accounting operations within our team. The Controller will play a key role in ensuring the smooth operation of our financial systems, from processing credit applications to maintaining customer records and resolving any inquiries. This role calls for a highly organized and detail-oriented individual who is adept at monitoring customer accounts and taking appropriate action.<br><br>Responsibilities:<br>• Oversee and manage all accounting operations, including A/P and A/R<br>• Conduct draw requests under all grants and address any concerns or questions related to funding draws<br>• Review and direct all account postings from sub-systems, AP, AR, and PR<br>• Ensure accounting accuracy across all general ledger systems<br>• Manage monthly financial statements to ensure timely production<br>• Suggest and implement improvements to accounting processes and systems<br>• Lead financial and financial portion of compliance audits<br>• Ensure financial compliance reports required for funders are produced and submitted in a timely manner<br>• Manage various bank accounts and ensure field staff have the tools they need to make purchases<br>• Establish, monitor, and enforce internal controls and policies to protect business assets<br>• Prepare tax schedules for annual tax filing in coordination with the larger team<br>• Supervise A/P and A/R team members and support higher-level accounting needs, consolidations, and intercompany eliminating entries<br>• Allocate and track depreciation, prepaid expenses, deposits, vacation accruals, payroll, and fringe benefit accruals<br>• Assist with collections when necessary.
