<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax Manager | Top Private Equity | San Jose | Base + Bonus + Profit Sharing!</strong></p><p> </p><p>Join a <strong>premier private equity firm</strong> with a highly sophisticated private markets platform and a strong reputation for excellence. This is a unique opportunity to support a <strong>newly launched, large-scale fund structure</strong> while gaining deep exposure to complex <strong>private equity fund tax, partnership structures, and related accounting matters</strong>.</p><p> </p><p>The role offers significant <strong>ownership and visibility</strong>, with direct exposure to senior stakeholders and external advisors. The firm also provides an exceptional total rewards package, including <strong>strong bonus potential, profit sharing, 100% covered health insurance, long-term incentive participation</strong>, meals, wellness benefits, and excellent long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage tax matters across <strong>multiple funds and entities </strong></li><li>Prepare <strong>tax allocations, schedules, and supporting workpapers </strong></li><li>Coordinate with external advisors on tax returns and <strong>K-1s </strong></li><li>Manage tax deadlines, filings, and ongoing compliance requirements</li><li>Support tax matters for <strong>complex private equity and evergreen fund structures </strong></li><li>Partner with internal teams on fund tax reporting and operational matters</li><li>Gain additional exposure to <strong>fund accounting</strong> based on interest and business needs</li><li>Help build and improve internal tax processes and institutional knowledge</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Associate | Venture Capital Firm | Menlo Park; Hybrid | Base + Bonus + Carry</strong></p><p> </p><p>Join a <strong>highly regarded early-stage venture capital firm</strong> investing in the next generation of AI, developer tools, infrastructure, digital biology, and enterprise software. With a strong reputation, experienced leadership, and a collaborative culture, this is a great opportunity to gain meaningful exposure to <strong>venture capital finance and operations</strong>.</p><p> </p><p>Reporting directly to the <strong>Controller</strong> and working closely with the CFO and external fund administrator, you'll gain hands-on experience across <strong>fund accounting, investor reporting, audits, tax, and management company accounting</strong>. This is an ideal role for someone who wants broad responsibility, strong mentorship, and the opportunity to grow within a <strong>lean, entrepreneurial team</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support <strong>fund accounting and reporting</strong> across multiple venture funds and related entities</li><li>Assist with <strong>capital calls, distributions, management fees, and fund expenses</strong></li><li>Maintain reconciliations, schedules, and supporting workpapers</li><li>Track investment activity, commitments, and capital balances</li><li>Support <strong>investor reporting</strong> and ad hoc requests</li><li>Partner with the external fund administrator</li><li>Support annual <strong>audit and tax</strong> processes, including K-1 reporting</li><li>Assist with management company and GP accounting</li><li>Support cash reconciliations and month-end close</li><li>Contribute to <strong>process improvements, fund launches, and special projects</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax Manager | Wealth Management Firm | Mill Valley | Hybrid</strong></p><p> </p><p>Join a boutique wealth advisory and family office platform serving ultra-high-net-worth individuals, founders, executives, and investors. The firm offers a highly personalized approach, providing direct access to sophisticated clients, senior leadership, and key strategic initiatives across the business.</p><p> </p><p>This is a rare opportunity to <strong>launch and lead a new tax practice</strong> within an established platform. As the <strong>founding tax hire</strong>, you'll have the ability to shape the client experience, tax strategy, technology stack, and future growth of the practice. Ideal for someone who enjoys <strong>advising clients, signing returns, building processes, and creating something from the ground up</strong> while serving a sophisticated UHNW client base.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead review and preparation of complex individual, trust, gift, partnership, and S-Corp tax returns</li><li>Advise clients on <strong>QSBS, trusts, estate and gift planning, partnership taxation, and other advanced tax strategies</strong></li><li>Serve as the primary tax advisor to UHNW clients and their outside advisors</li><li>Partner with wealth advisors and family office professionals on integrated planning strategies</li><li>Help build and enhance <strong>technology, automation, and AI-enabled workflows</strong></li><li>Establish scalable processes, compliance standards, and best practices as the practice grows</li></ul><p> <strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
Senior SEC Reporting Manager<br>We are seeking an experienced Senior SEC Reporting Manager to lead all aspects of external financial reporting and regulatory compliance. This role is responsible for the preparation and integrity of SEC filings, technical accounting, equity and stock-based compensation accounting, SOX compliance, and cross-functional coordination with auditors, legal counsel, FP& A, and executive leadership.<br><br>The ideal candidate brings deep public-company reporting experience, strong technical expertise, and the ability to operate hands-on in a fast-paced, deadline-driven environment.<br><br>Key Responsibilities:<br>External Reporting & Filings<br>• Lead preparation and filing of all SEC reports, including 10–K, 10–Q, 8–K, proxy statements, and annual reports<br>• Oversee the preparation and review of quarterly and annual financial statements, including footnotes, EPS calculations, equity rollforwards, and non-GAAP/aEBITDA disclosures<br>• Ensure accuracy, completeness, and integrity of XBRL tagging and SEC filings<br>• Monitor emerging SEC regulations and disclosure requirements and assess impact<br><br>Technical Accounting & Equity<br>• Manage all aspects of stock-based compensation accounting, including equity reconciliations, PSU tracking, and related audit and tax support<br>• Prepare and review capitalized software accounting, including R& D labor deferrals and related journal entries<br>• Conduct technical accounting research and prepare position memos (approximately 4–6 per quarter)<br>• Evaluate investments, equity transactions, and complex financial activities for accounting and disclosure implications<br><br>Audit, Governance & Controls<br>• Lead quarterly review and annual audit processes in coordination with external auditors<br>• Partner with internal and external legal counsel on proxy filings, disclosures, and corporate governance matters<br>• Support domestic and international statutory audits (including UK statutory audit)<br>• Lead quarterly Disclosure Committee meetings and prepare materials for Audit Committee and CFO<br>• Oversee SOX compliance and internal controls related to SEC reporting and collaborate with external SOX partners<br>Corporate Finance & Operations<br>• Oversee cash-related corporate activities, including stock repurchases, dividends, and related filings<br>• Prepare Excise Tax filings and other required corporate filings<br>• Partner with FP& A on quarterly results and earnings support<br>• Lead or contribute to cross-functional accounting and regulatory initiatives<br>Qualifications:<br>• Bachelor’s degree in Accounting, Finance, or related field<br>• 15+ years of progressive accounting experience, including Big 4 and publicly traded company SEC reporting experience<br>• Proficiency with Workiva, Equity Edge Online, and XBRL<br>• Deep knowledge of U.S. GAAP, SEC regulations, and technical accounting standards<br>• Proven ability to manage multiple deadlines and operate effectively in a hands-on capacity<br>• Strong written and verbal communication skills, with experience presenting to executive leadership and audit committees<br>• Advanced Excel and financial reporting systems expertise<br>• Ability and willingness to “roll up sleeves” and consistently meet tight deadlines
<p>We are looking for a Revenue Manager to turn pricing, promotional, customer, and financial information into practical strategies that support stronger top-line performance and healthier margins. Based in Larkspur, California, this role partners closely with finance, sales, marketing, and insights teams to improve commercial planning and decision quality. The position blends strategic evaluation with day-to-day ownership of revenue processes, analytics, and governance that help the business scale with consistency and discipline.</p><p><br></p><p>Responsibilities:</p><p>• Analyze net sales, trade investment, and gross-to-net performance across customers, brands, channels, and promotional programs to uncover risks and growth opportunities.</p><p>• Partner with commercial teams during recurring trade spend reviews, highlighting forecast gaps, performance trends, and actions that improve return on investment.</p><p>• Create and maintain standards for trade planning, spending categories, approval controls, and measurement practices to support stronger financial discipline.</p><p>• Assess customer funding structures and recommend where investments should be optimized, shifted, or reduced to improve profitable growth.</p><p>• Develop pricing and price-pack recommendations by weighing consumer demand, retailer economics, competitive dynamics, margin targets, and share goals.</p><p>• Build scenario models that guide decisions related to pricing, assortment, distribution, promotional strategy, mix, and customer investments.</p><p>• Measure promotional performance across brands, customers, categories, and event types, then identify low-yield activities and propose stronger alternatives.</p><p>• Lead the business-side administration of the trade promotion management platform, including governance, user access, master data, workflows, training, testing, and post-launch adoption.</p><p>• Combine retailer, syndicated, internal financial, and promotional data into dashboards, reporting, and business cases that support timely commercial decisions.</p><p>• Develop repeatable tools, frameworks, and planning approaches while influencing cross-functional partners with clear analysis and sound commercial judgment.Larkspur</p>
<p>We are looking for an experienced Senior Tax Manager to lead corporate tax activities for a growing organization in Fremont, California. This role will oversee income tax reporting and compliance while partnering with internal stakeholders to support accurate, timely filings and effective tax planning. The ideal candidate brings strong technical knowledge of corporate income tax, a proactive mindset, and the ability to guide complex tax matters with confidence.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead global tax operations, including compliance, reporting, tax planning, transfer pricing, and audit management.</li><li>Oversee U.S. and international tax filings, quarterly and annual tax provisions, and indirect tax requirements (sales tax, VAT, GST).</li><li>Partner with finance and accounting teams worldwide to address tax matters and ensure accurate tax reporting and disclosures.</li><li>Develop and implement tax strategies related to business transactions, restructurings, acquisitions, and intercompany activities.</li><li>Manage relationships with external tax advisors and support parent company reporting requirements.</li><li>Monitor changes in tax laws, improve tax processes, and assist with cross-functional initiatives and special projects.</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Fund Operations | Hedge Fund | East Bay </strong></p><p> </p><p>Join a <strong>highly regarded investment firm</strong> with a strong track record, thoughtful investment approach, and collaborative, high-caliber team. This is a highly visible opportunity to work closely with the investment and finance teams while gaining exposure to <strong>sophisticated fund and investment operations</strong>.</p><p> </p><p>The role is <strong>hands-on, varied, and flexible</strong>, with responsibilities that can grow based on your experience and interests. Ideal for someone coming from fund accounting, investment operations, finance, or a related background who wants meaningful ownership and the opportunity to expand their skill set. Excellent benefits, unlimited PTO, strong employee tenure, and a collaborative in-office culture.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support daily trade and investment operations for open-ended funds</li><li>Reconcile trades, positions, cash, and investment activity</li><li>Partner with fund administrators, custodians, brokers, and other service providers</li><li>Resolve discrepancies and ensure accurate, timely processing</li><li>Support trade settlements, corporate actions, cash movements, and related activity</li><li>Gain exposure to additional fund structures as the role develops</li><li>Take ownership of ad hoc projects and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced Accounts Payable Manager to join a financial services firm in Palo Alto, California on a Long-term Contract basis. This position will support a busy finance function with ownership of core accounting activities, including close processes, reconciliations, cash oversight, and financial reporting tied to investment operations. The ideal candidate brings a strong foundation in private equity or venture capital accounting and is comfortable working in a collaborative, detail-driven environment.<br><br>Responsibilities:<br>• Lead month-end close activities by preparing journal entries, reviewing general ledger activity, and ensuring accurate and timely reporting.<br>• Oversee accounts payable operations, including payment processing, chargebacks, rebills, and resolution of invoice-related issues.<br>• Coordinate accounting support for new and follow-on investments while maintaining accurate financial records for portfolio activity.<br>• Update capitalization records and assist with valuation support for portfolio companies as part of quarterly reporting cycles.<br>• Review fund financial statements prepared by external accounting partners and verify completeness, accuracy, and supporting schedules.<br>• Consolidate financial information for subsidiaries and prepare supplemental reports for internal analysis and leadership review.<br>• Monitor cash positions and contribute to planning for capital calls, distributions, and other fund-related cash requirements.<br>• Support quarterly portfolio reviews by preparing reporting packages, presentations, audit schedules, and tax-related documentation.
<p><strong>ACCOUNTING MANAGER</strong></p><p><strong>180K-230K + FULL BENEFITS</strong></p><p><br></p><p>We are looking for an experienced Accounting Manager for a well-established organization. This role combines staff oversight with active involvement in accounting activities, financial reporting, analysis, and process improvement. The position will partner with finance leadership to strengthen internal controls, guide reporting efforts, and provide reliable information that supports sound organizational decisions.</p><p><br></p><p>Responsibilities:</p><p>• Lead daily accounting operations while guiding team members to ensure accurate, timely, and responsive department support.</p><p>• Perform hands-on accounting work, including reviewing journal entries, reconciliations, and month-end close activities, while also managing staff and priorities.</p><p>• Produce financial analysis and interpret reporting results to help leadership evaluate performance, funding patterns, and operational needs.</p><p>• Develop forecasts and trend reporting related to revenue, cash flow, and other key financial indicators to assist with planning.</p><p>• Act as the primary resource for the financial management system by supporting users, maintaining documentation, and reinforcing internal control practices.</p><p>• Oversee the creation of financial and specialized reports, ensuring information is complete, well-organized, and aligned with reporting requirements.</p><p>• Coordinate financial reporting for affiliated entities, trusts, and related programs, maintaining accuracy and consistency across records.</p><p>• Review and approve disbursements and accounting transactions affecting organizational income and expenses in accordance with policy.</p><p>• Monitor accounting standards and regulatory guidance to identify changes that may affect financial practices or reporting obligations.</p><p>• Design and deliver training for staff and financial representatives while contributing to business planning and long-term resource management.</p>
<p>Jennifer Fukumae is partnering with a well-established, independent financial institution seeking a <strong>Treasury Banking Manager</strong> to join its growing team. This role offers the opportunity to make a meaningful impact across the business while playing a key role in the growth of its treasury and digital banking services.</p><p> </p><p>This is an ideal opportunity for someone who enjoys working in a <strong>smaller, collaborative environment where people wear multiple hats</strong>. Rather than being one piece of a large corporate structure, you’ll work closely with Relationship Managers, clients, Digital Banking, and Product Management to help grow the business and develop solutions that meet client needs.</p><p> </p><p><strong>What You’ll Do</strong></p><p> </p><p><strong>Client & Business Development</strong></p><ul><li>Work alongside Relationship Managers to understand client needs and uncover opportunities to expand treasury management solutions.</li><li>Act as a key resource for clients and internal teams, recommending tailored solutions to address complex needs.</li><li>Contribute to revenue growth by supporting new business initiatives and expanding adoption of treasury and digital banking products.</li><li>Develop and maintain strong relationships with clients and partners across the organization.</li></ul><p><strong>Strategy & Solutions</strong></p><ul><li>Help shape and implement the bank’s treasury and digital banking roadmap.</li><li>Evaluate client feedback and market trends to identify opportunities for new products, improved processes, and enhanced service.</li><li>Collaborate with Product teams to assess, launch, and optimize treasury and digital banking solutions.</li><li>Bring a proactive, innovative mindset to solving business and client challenges.</li></ul><p><strong>Team Management</strong></p><ul><li>Manage and develop a small Digital Banking team, including two direct reports.</li><li>Provide day-to-day leadership, coaching, and support to promote accountability and professional growth.</li><li>Collaborate across departments to ensure clients receive a consistent and high-quality experience.</li></ul>
<p>We are looking for an experienced Accounting Manager to lead core accounting operations and support accurate, timely financial reporting in San Ramon, California. This role oversees key close activities, maintains the integrity of the general ledger, and helps ensure compliance with internal standards and external reporting requirements. The ideal candidate brings strong analytical judgment, a hands-on approach to reconciliations and journal entries, and the ability to partner effectively across the organization.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead month-end close activities, including entries, reconciliations, account analysis, and issue resolution.</li><li>Review accounting workpapers and ensure accuracy of supporting documentation.</li><li>Analyze complex transactions and recommend proper accounting treatment.</li><li>Ensure compliance with GAAP, SEC regulations, SOX, and internal controls.</li><li>Collaborate with business partners, global teams, and auditors on reporting matters.</li><li>Improve processes through automation, analytics, and technology solutions.</li><li>Support ERP systems, financial data integrity, and system workflows.</li><li>Mentor staff and promote a collaborative, high-performance team environment.</li></ul>
We are looking for a permanent Office Manager/Accounts Payable to join a stable well-established company in Halfmoon Bay. This is an excellent work life balance position supporting the CFO and CEO for a stable company. <br> Responsibilities: • Process invoices and confirm billing information is complete, accurate, and submitted on time. • Maintain financial records by updating account details, filing documentation, and organizing supporting materials. • Assist with bookkeeping activities such as recording transactions, reconciling entries, and tracking routine account activity. • Monitor client or internal accounts to help resolve discrepancies and ensure balances are properly documented. • Provide office support to including data entry, document management, and correspondence follow-up.
<p><strong>Tax Manager</strong></p><p><br></p><p>Natalie Lue with Robert Half is recruiting for an experienced Tax Professional ready for that move to Tax Manager to oversee corporate income tax accounting and compliance activities for our San Francisco, California team. This role plays a key part in managing tax provision processes, supporting reporting accuracy, and partnering with internal stakeholders and external advisors on a range of tax matters. The ideal candidate brings strong technical tax knowledge, sound judgment, and the ability to manage deadlines across recurring filings, forecasts, and special projects.</p><p><br></p><p>Join a global organization seeking a Tax Manager to support tax compliance, provision, and planning activities.</p><p>Requirements</p><ul><li>Big 4 CPA</li><li>5+ years of public accounting and/or corporate tax experience</li><li>ASC 740 and IAS 12 tax provision experience</li></ul><p>San Francisco, CA | Hybrid | $125K-$155K + Bonus</p><p>Excellent growth opportunity, strong benefits, and a flexible hybrid schedule. Apply today for confidential consideration</p>
<p><strong>Interested? Connect with me on LinkedIn at Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p><strong>💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus</strong></p><p><strong>📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility</strong></p><p><strong>🚀 UHNW Clients </strong></p><p><strong> </strong></p><p><strong>What if your next tax role wasn't about inheriting someone else's process — but building something of your own?</strong></p><p><strong> </strong></p><p><strong>I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.</strong></p><p><strong>This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities.</strong></p><p><strong> </strong></p><p><strong>💡 What You'll Do</strong></p><ul><li><strong>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</strong></li><li><strong>Deliver proactive tax planning and strategic advice across complex wealth structures</strong></li><li><strong>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</strong></li><li><strong>Review and sign individual, trust, partnership, and related tax returns</strong></li><li><strong>Build long-term relationships with founders, executives, investors, and their families</strong></li><li><strong>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</strong></li><li><strong>Help design scalable tax processes and service offerings using technology, automation, and AI</strong></li><li><strong>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</strong></li></ul><p><br></p>
We are looking for an experienced Tax Manager to join a respected public accounting firm in Oakland, California. This position offers the opportunity to work closely with firm leadership on a diverse portfolio of tax matters, combining technical review responsibilities with strategic client advisory support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities.<br><br>Responsibilities:<br>• Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery.<br>• Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives.<br>• Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders.<br>• Manage examinations and inquiries from taxing authorities, coordinating responses and guiding matters through resolution.<br>• Oversee multiple client assignments at once, balancing deadlines, staffing, and quality expectations in a fast-moving public accounting setting.<br>• Provide leadership to tax team members by reviewing work, offering coaching, and supporting their ongoing technical development.<br>• Partner with firm leadership on client service plans, engagement strategy, and initiatives that strengthen the tax practice.<br>• Maintain strong client relationships through responsive communication, sound judgment, and consistent delivery of high-quality work.
<p><strong>Interested? Connect with me on LinkedIn at Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p><strong>💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus</strong></p><p><strong>📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility</strong></p><p><strong>🚀 UHNW Clients </strong></p><p><strong> </strong></p><p><strong>What if your next tax role wasn't about inheriting someone else's process — but building something of your own?</strong></p><p><strong> </strong></p><p><strong>I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.</strong></p><p><strong>This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities.</strong></p><p><strong> </strong></p><p><strong>💡 What You'll Do</strong></p><ul><li><strong>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</strong></li><li><strong>Deliver proactive tax planning and strategic advice across complex wealth structures</strong></li><li><strong>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</strong></li><li><strong>Review and sign individual, trust, partnership, and related tax returns</strong></li><li><strong>Build long-term relationships with founders, executives, investors, and their families</strong></li><li><strong>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</strong></li><li><strong>Help design scalable tax processes and service offerings using technology, automation, and AI</strong></li><li><strong>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</strong></li></ul><p><br></p>
<p>We are looking for an experienced VP Credit Risk to support a financial services institution through a Long-term Contract engagement. This position focuses on strengthening credit risk governance, shaping policy direction, and providing senior-level guidance across lending and risk functions. The ideal candidate brings deep expertise in financial services risk oversight and is comfortable engaging with regulatory bodies while helping the organization maintain a sound and effective risk framework.</p><p><br></p><p>Responsibilities:</p><p>• Lead the review and enhancement of credit risk policies to ensure they align with business objectives, regulatory expectations, and prudent lending practices.</p><p>• Provide strategic advice to senior stakeholders on credit exposure, portfolio trends, and emerging risk concerns across lending activities.</p><p>• Evaluate existing credit risk controls and recommend improvements that reinforce governance, accountability, and consistent decision-making.</p><p>• Partner with compliance and operational teams to support due diligence efforts and strengthen alignment between credit risk and AML-related considerations.</p><p>• Oversee the development and validation of credit risk methodologies and models used to assess portfolio performance and potential loss exposure.</p><p>• Prepare clear risk insights, reporting materials, and recommendations for executive leadership and relevant oversight committees.</p><p>• Engage with financial services regulators and assist in responding to reviews, inquiries, and examination-related requests.</p><p>• Contribute to broader risk management strategies by identifying vulnerabilities, monitoring key indicators, and promoting effective mitigation plans.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p>We are looking for an experienced Director of Accounting to lead core accounting operations for a growing biotech organization in South San Francisco. This role will guide financial close activities, oversee clinical and operational accounting, and help strengthen reporting accuracy across the business. The position offers strong visibility with cross-functional leadership and the chance to shape a scalable accounting function in a fast-moving environment.</p><p><br></p><p>Responsibilities:</p><p>• Direct the month-end, quarter-end, and year-end close cycles, ensuring timely completion of journal entries, balance sheet reconciliations, accruals, prepaid accounting, and cash-related transactions.</p><p>• Oversee accounting for clinical development spending by managing study accruals and working closely with Clinical Operations to maintain accurate cost tracking and reporting.</p><p>• Lead day-to-day operational accounting activities, including regulatory reporting related to 1099 and 1042 filings as well as sales and use tax compliance.</p><p>• Maintain adherence to U.S. accounting standards, internal control expectations, and established company accounting policies across all assigned areas.</p><p>• Collaborate with technical accounting and external auditors to support audits, compliance efforts, and the resolution of complex accounting matters.</p><p>• Improve accounting workflows by identifying opportunities for automation and better use of systems such as NetSuite, Excel, BlackLine, and AI-enabled tools.</p><p>• Manage and develop members of the accounting team, fostering accountability, careful growth, and a collaborative team culture.</p><p>• Balance strategic leadership with hands-on execution, stepping into detailed accounting work when needed to support business priorities.</p>
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction.<br><br>Responsibilities:<br>• Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns.<br>• Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients.<br>• Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices.<br>• Maintain and strengthen client relationships through effective communication and exceptional customer service.<br>• Coordinate and manage multiple complex projects while adhering to deadlines and quality standards.<br>• Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies.<br>• Collaborate with partners and team members to develop strategies for client accounts and firm growth.<br>• Promote a culture of teamwork and integrity within the organization.<br>• Identify opportunities for efficiency improvements and implement solutions to enhance operations.<br>• Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
<p>We are looking for an experienced accounts payable specialist to oversee daily AP operations for our California office. This position is suited for someone who is comfortable managing high-volume processing, strengthening procedures, and working independently in a construction-focused environment. The role will play a key part in keeping vendor payments accurate, supporting close activities, and improving the efficiency and control of the payables function.</p><p>Responsibilities: • Lead the end-to-end accounts payable process, from receiving invoices through final payment and account reconciliation. • Review and process a large volume of vendor and subcontractor invoices with close attention to accuracy, timing, and documentation. • Assign proper job-cost coding to invoices and related expenses to support construction accounting requirements. • Organize payment cycles through ACH and check disbursements while following established approval procedures and internal controls. • Track aging reports, investigate open items, and follow up with vendors or internal stakeholders to resolve outstanding balances promptly. • Reconcile AP-related accounts and contribute to month-end close by preparing support and resolving variances. • Maintain vendor files, collect tax documentation, and assist with annual 1099 reporting activities. • Support subcontractor payment compliance by monitoring lien releases, retention details, and required backup documentation. • Reconcile corporate card transactions, including card activity, and administer employee expense submissions through Emburse. • Collaborate with cross-functional teams on workflow improvements, invoice processes, and multi-entity AP support as needed.</p>