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12 results for Help Desk Tier 3 in Palo Alto, CA

Financial Planner

Walnut Creek, CA
remote
Permanent
100000.00 - 140000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T20:13:43Z

Accountant at Private Equity Firm

San Francisco, CA
remote
Permanent
100000.00 - 155000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Private Equity Accountant | San Francisco | Hybrid Join a top-tier private equity firm investing in established technology and tech-enabled companies, managing billions across diverse strategies. This is a high-visibility role with direct exposure to senior leadership, complex deals, and meaningful career growth.Based in San Francisco with a flexible hybrid schedule, the team is collaborative, fast-paced, and built for long-term development. Compensation is highly competitive with strong bonus and benefits. Responsibilities<ul><li>Manage GP allocations, carried interest, and deal-by-deal waterfalls</li><li>Track distributions, clawbacks, and capital activity</li><li>Support investor/partner reporting and tax coordination (K-1s)</li><li>Oversee management company accounting, including close, budgeting, and forecasting</li><li>Prepare financials, reconciliations, and internal reporting</li><li>Partner with auditors and support process/system improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T18:14:10Z

Fund Accountant - Prominent Hedge Fund

San Francisco, CA
remote
Permanent
120000.00 - 170000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accountant | Hedge Fund | San Francisco | Hybrid | Strong Comp Join a leading global private investment firm managing Billions across public and private markets, real estate, and direct investments. With a strong international footprint, this is a high-impact role offering broad exposure across strategies and close collaboration with a top-tier team. You’ll step into a fast-paced, collaborative environment that values ownership, continuous improvement, and professional growth. The firm offers excellent benefits, including fully covered healthcare, 401(k) profit sharing, generous PTO, and wellness perks like meals and gym access. Responsibilities<ul><li>Prepare fund and entity financials (audited and unaudited)</li><li>Handle allocations, capital calls, distributions, and performance tracking</li><li>Review portfolio activity, expenses, and reconciliations</li><li>Support investor reporting and work cross-functionally with IR, admins, and auditors</li><li>Assist with valuations alongside investment teams and third parties</li><li>Drive process improvements and system enhancements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T18:23:43Z

Private Equity Accountant

San Francisco, CA
remote
Permanent
100000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Private Equity Accountant | San Francisco | Hybrid Join a top-tier private equity firm investing in established technology and tech-enabled companies, managing billions across diverse strategies. This is a high-visibility role with direct exposure to senior leadership, complex deals, and meaningful career growth.Based in San Francisco with a flexible hybrid schedule, the team is collaborative, fast-paced, and built for long-term development. Compensation is highly competitive with strong bonus and benefits. Responsibilities<ul><li>Manage GP allocations, carried interest, and deal-by-deal waterfalls </li><li>Track distributions, clawbacks, and capital activity </li><li>Support investor/partner reporting and tax coordination (K-1s) </li><li>Oversee management company accounting, including close, budgeting, and forecasting </li><li>Prepare financials, reconciliations, and internal reporting </li><li>Partner with auditors and support process/system improvements </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-09T22:43:45Z

Hedge Fund Accountant

San Francisco, CA
remote
Permanent
130000.00 - 160000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Hedge Fund Accountant | Global Investment Firm | San Francisco | Hybrid | Strong Comp Join a leading global private investment firm managing Billions across public and private markets, real estate, and direct investments. With a strong international footprint, this is a high-impact role offering broad exposure across strategies and close collaboration with a top-tier team. You’ll step into a fast-paced, collaborative environment that values ownership, continuous improvement, and professional growth. The firm offers excellent benefits, including fully covered healthcare, 401(k) profit sharing, generous PTO, and wellness perks like meals and gym access. Responsibilities<ul><li>Prepare fund and entity financials (audited and unaudited) </li><li>Handle allocations, capital calls, distributions, and performance tracking </li><li>Review portfolio activity, expenses, and reconciliations </li><li>Support investor reporting and work cross-functionally with IR, admins, and auditors </li><li>Assist with valuations alongside investment teams and third parties </li><li>Drive process improvements and system enhancements </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-09T22:28:45Z

Fund Accountant

San Mateo, CA
remote
Permanent
110000.00 - 150000.00 USD / Yearly
This isn’t your typical fund accounting role.If you’re tired of just closing the books and want to actually influence how a world-class investment platform operates—keep reading. San Francisco (M–Th in office, flexible Fridays) $110K – $150K (stretch) + discretionary bonus100% covered healthcare + profit sharing + top-tier perks Why this role stands out:You’re not just reporting numbers—you’re helping shape best-in-class fund accounting processes inside a globally recognized investment platform.<ul><li>Own financial statements, allocations, capital calls & distributions</li><li>Work closely with investment teams on valuation models (PE & debt)</li><li>Partner with investor relations, legal, and external stakeholders</li><li>Get involved in process improvement + digital transformation initiatives</li></ul>
2026-04-13T07:04:04Z

Fund Accountant

San Jose, CA
remote
Permanent
110000.00 - 150000.00 USD / Yearly
This isn’t your typical fund accounting role.If you’re tired of just closing the books and want to actually influence how a world-class investment platform operates—keep reading. San Francisco (M–Th in office, flexible Fridays) $110K – $150K (stretch) + discretionary bonus 100% covered healthcare + profit sharing + top-tier perks Why this role stands out:You’re not just reporting numbers—you’re helping shape best-in-class fund accounting processes inside a globally recognized investment platform.<ul><li>Own financial statements, allocations, capital calls & distributions</li><li>Work closely with investment teams on valuation models (PE & debt)</li><li>Partner with investor relations, legal, and external stakeholders</li><li>Get involved in process improvement + digital transformation initiatives</li></ul>
2026-04-13T06:58:44Z

Fund Accountant

San Mateo, CA
remote
Permanent
110000.00 - 150000.00 USD / Yearly
Most fund accountants follow the process…This role lets you improve and redefine it.If you’re in fund accounting and want more than just closing books—this is where things get interesting. San Francisco, CA (M–Th onsite, flexible Fridays) $110K – $150K + discretionary bonus 100% covered healthcare + profit sharing + serious perks This isn’t a routine accounting role.You’ll step into a global investment platform with exposure across public + private investments, credit, equity, and real estate—and actually have a voice in how things are done. What you’ll be doing:<ul><li>Own financials, allocations, capital activity, and reporting</li><li>Work closely with investment teams on valuations</li><li>Partner with investor relations, auditors, and leadership</li><li>Get involved in process improvements + system modernization</li></ul> Why this role stands out:<ul><li>Exposure to complex, multi-asset investment strategies</li><li>Opportunity to drive change—not just execute tasks</li><li>Collaborative, high-caliber team with global reach</li><li>Top-tier benefits (100% healthcare, profit sharing, stipends, meals, gym, and more)</li></ul>
2026-04-09T04:34:11Z

Fund Accountant

San Jose, CA
remote
Permanent
110000.00 - 150000.00 USD / Yearly
Most fund accountants follow the process…This role lets you improve and redefine it.If you’re in fund accounting and want more than just closing books—this is where things get interesting. San Francisco, CA (M–Th onsite, flexible Fridays) $110K – $150K + discretionary bonus100% covered healthcare + profit sharing + serious perks This isn’t a routine accounting role.You’ll step into a global investment platform with exposure across public + private investments, credit, equity, and real estate—and actually have a voice in how things are done. What you’ll be doing:<ul><li>Own financials, allocations, capital activity, and reporting</li><li>Work closely with investment teams on valuations</li><li>Partner with investor relations, auditors, and leadership</li><li>Get involved in process improvements + system modernization</li></ul> Why this role stands out:<ul><li>Exposure to complex, multi-asset investment strategies</li><li>Opportunity to drive change—not just execute tasks</li><li>Collaborative, high-caliber team with global reach</li><li>Top-tier benefits (100% healthcare, profit sharing, stipends, meals, gym, and more)</li></ul>
2026-04-09T04:34:11Z

Fund Accountant

San Francisco, CA
remote
Permanent
110000.00 - 150000.00 USD / Yearly
This isn’t your typical fund accounting role.If you’re tired of just closing the books and want to actually influence how a world-class investment platform operates—keep reading. San Francisco (M–Th in office, flexible Fridays)$110K – $150K (stretch) + discretionary bonus100% covered healthcare + profit sharing + top-tier perks Why this role stands out:You’re not just reporting numbers—you’re helping shape best-in-class fund accounting processes inside a globally recognized investment platform.<ul><li>Own financial statements, allocations, capital calls & distributions</li><li>Work closely with investment teams on valuation models (PE & debt)</li><li>Partner with investor relations, legal, and external stakeholders</li><li>Get involved in process improvement + digital transformation initiatives</li></ul>
2026-04-13T06:58:44Z

Fund Accountant

San Francisco, CA
remote
Permanent
110000.00 - 150000.00 USD / Yearly
Most fund accountants follow the process…This role lets you improve and redefine it.If you’re in fund accounting and want more than just closing books—this is where things get interesting. San Francisco, CA (M–Th onsite, flexible Fridays) $110K – $150K + discretionary bonus 100% covered healthcare + profit sharing + serious perks This isn’t a routine accounting role.You’ll step into a global investment platform with exposure across public + private investments, credit, equity, and real estate—and actually have a voice in how things are done. What you’ll be doing:<ul><li>Own financials, allocations, capital activity, and reporting</li><li>Work closely with investment teams on valuations</li><li>Partner with investor relations, auditors, and leadership</li><li>Get involved in process improvements + system modernization</li></ul> Why this role stands out:<ul><li>Exposure to complex, multi-asset investment strategies</li><li>Opportunity to drive change—not just execute tasks</li><li>Collaborative, high-caliber team with global reach</li><li>Top-tier benefits (100% healthcare, profit sharing, stipends, meals, gym, and more)</li></ul>
2026-04-09T04:34:11Z

Fund Accounting Manager at Prominent Investment Firm

San Francisco, CA
remote
Permanent
140000.00 - 190000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture. This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment. Key Responsibilities:<ul><li>Oversee fund financial reporting and ensure US GAAP compliance </li><li>Review quarterly and annual financial statements </li><li>Manage audit and tax processes with external partners </li><li>Monitor fund cash flow and forecasts </li><li>Review capital calls and distributions </li><li>Support regulatory and compliance initiatives </li><li>Partner with leadership on team and firm objectives </li><li>Drive process improvements and operational efficiencies </li><li>Handle LP inquiries and ad hoc reporting </li><li>Advise on complex transactions and reporting matters </li><li>Mentor and develop junior team members</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T20:24:05Z