<p>The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all</p><p>accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management</p><p>and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.</p><p>● Maintains accurate and current books and records for all assigned entities.</p><p>● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.</p><p>● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>● Maintains accurate and timely records of intercompany transactions.</p><p>● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. </p><p>● Prepares annual financial plans in collaboration with estate management.</p><p>● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains</p><p>effective relationships with partners.</p><p>● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of</p><p>claim status.</p><p>● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.</p><p>● Participates in special projects and initiatives as requested by the CEO.</p><p>● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.</p><p><br></p>
<p><strong>Robert Half is proud to partner with an outstanding organization in the search for an accounting leader with non-profit or education industry experience! </strong>This role is pivotal in leading the accounting and financial day-to-day operations. The ideal candidate will balance strategic oversight with hands-on execution, playing a key role in modernizing and automating to drive greater efficiency and accuracy across the organization.</p><p><br></p><p><strong>KEY RESPONSIBILITIES:</strong></p><ul><li>Take ownership of the general ledger and chart of accounts, ensuring compliance with GAAP and maintaining accurate, up-to-date records across all ledgers.</li><li>Prepare and review monthly journal entries, verifying that all transactions are recorded with precision and integrity.</li><li>Track and analyze monthly financial performance, delivering insightful variance reports and recommendations to leadership.</li><li>Design and maintain robust reconciliation procedures, including detailed bank and balance sheet reconciliations to strengthen financial accuracy.</li><li>Partner with leadership on annual planning, forecasting, and cash flow modeling, contributing to informed, strategic decision-making.</li><li>Lead audit preparation, compiling schedules, reconciliations, and documentation to support a smooth and timely year-end process.</li><li>Manage and monitor fixed asset accounting, while coordinating with the Development team on reconciliation of fundraising activities.</li><li>Oversee day-to-day accounting operations, ensuring efficiency and accuracy across accounts payable, receivables, cash receipts, and general ledger functions.</li><li>Collaborate with the IT department to streamline accounting systems and advance automation and process improvements.</li><li>Oversee semi-monthly payroll administration, ensuring timely processing and reconciliation of payroll and benefits.</li><li>Provide support for benefits administration and open enrollment, maintaining compliance with state and federal requirements.</li><li>Maintain and continuously improve HRIS and payroll systems to enhance accuracy, efficiency, and employee experience.</li><li>Manage the preparation and submission of retirement contributions, census data, and compliance reports.</li><li>Champion process improvement initiatives, identifying opportunities to modernize, simplify, and automate financial and payroll functions.</li></ul><p><br></p><p><br></p><p><br></p><p><br></p>
<p><strong>Accounting Manager (Title Flexible)</strong></p><p><strong>Overview</strong></p><p>A well‑established venture capital firm is seeking an Accounting Manager to support its management company operations. This is a high‑impact role for someone who enjoys ownership, driving efficiencies, and partnering closely with senior leadership in a fast‑paced, collaborative environment.</p><p><br></p><p>The firm oversees several billion in assets and invests in early‑stage, high‑growth companies. In this position, you’ll help shape and scale the management company accounting function while joining a sharp, supportive, and solutions‑oriented finance team.</p><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>High‑visibility role with meaningful influence over processes and systems</li><li>Collaborative, growth‑focused finance team with strong leadership engagement</li><li>Opportunity to modernize, streamline, and elevate in‑house accounting operations</li><li>Competitive compensation package with annual bonus</li></ul><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee quarterly and annual financial statements, ensuring accuracy, compliance, and well‑supported allocations and reconciliations</li><li>Manage cash activity, payments, distributions, and general ledger functions for the management company</li><li>Lead the full accounts payable workflow, including vendor payments, corporate cards, intercompany activity, reimbursements, and bank reconciliations</li><li>Oversee semi‑monthly payroll and 401(k) administration, ensuring accuracy, compliance, and a smooth employee experience</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like a strong match for your background, apply today and send your resume to <strong>JC del Rosario via LinkedIn</strong>—I’d welcome the chance to connect and learn more about you.</p><p><br></p><p><strong>Trade Compliance Analyst / Associate</strong></p><p><strong>About the Firm</strong></p><p>We’re partnering with a leading global investment firm focused on both private and public markets. The firm manages several billion in capital and invests across innovative, fast‑growing sectors. With a collaborative, high‑performing team and a strong reputation for disciplined, research‑driven investing, the firm offers a stable and supportive environment for long‑term career development.</p><p>The Trade Compliance Analyst/Associate plays a critical role in maintaining regulatory oversight across public investment strategies. This individual will monitor trading activity, ensure adherence to internal policies and securities laws, and support the firm’s compliance program. The role sits within the Compliance team and works cross‑functionally with Legal, Operations, and Investment professionals. This position reports to the Chief Compliance Officer.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Highly collaborative compliance and legal environment</li><li>Strong work‑life balance with predictable hours</li><li>Excellent mentorship and long‑term career stability</li><li>Hybrid schedule in a modern, well‑equipped office</li><li>Competitive compensation and comprehensive benefits</li></ul><p><strong>Key Responsibilities</strong></p><p><strong>Trade Surveillance & Monitoring</strong></p><ul><li>Assist with preparing trade authorization forms</li><li>Conduct daily reviews of trade activity across multiple funds</li><li>Identify exceptions, trends, or regulatory filing obligations</li><li>Support pre‑trade checks, restricted list monitoring, and trade approvals</li><li>Initiate regulatory filings, including:</li><li><strong>Forms 4 and 5</strong></li><li><strong>Forms 13D/G</strong></li><li>Other SEC‑required submissions</li><li>Coordinate with Legal and external counsel as needed</li><li>Support compliance testing, reporting cycles, and regulatory examinations</li></ul><p><strong>Compliance Program Support</strong></p><ul><li>Help enhance trade surveillance systems, data processes, and internal controls</li><li>Contribute to risk assessments and gap analyses involving MNPI and information‑barrier practices</li><li>Support employee training related to MNPI, restricted lists, and trading rules</li><li>Partner with Trading, Finance, and Accounting teams to ensure accurate and complete trade data</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary plus annual bonus</li><li>Comprehensive medical, dental, and vision coverage</li><li>Life and long‑term disability insurance</li><li>Attractive 401(k) program</li><li>Hybrid working model</li><li>Supportive team with strong investment in your long‑term development</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ACCOUNTING MANAGER OR CONTROLLER </strong></p><p><br></p><p>Growing real estate company (recently doubled in size) is adding a new Accounting Manager/Controller to join their expanding team. This position will manage a team in their property accounting department.</p><p>Responsibilities:</p><p>-Review reconciliation of all balance sheet accounts and applicable schedules to ensure accurate reporting.</p><p>-Supervise the month-end close process, bank reconciliations, A/R and A/P review and preparation of financial packets.</p><p>-Experience with general ledger and journal entries</p><p>-Prepare and review monthly and quarterly financial statements.</p><p>-Prepare owner distributions (monthly, semi- monthly, quarterly and annually; mortgage payments).</p><p>-Oversee Capex lender reserve draws.</p><p>-File and pay all Personal Property taxes and franchise tax</p><p>-Review & approve Accounts Payable weekly processing</p><p>-Manage and mentor staff</p><p><br></p><p><br></p><p> </p><p> </p><p> </p><p> </p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this role feels aligned with your background, apply today and send your resume to <strong>JC del Rosario</strong> via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Accounting Manager (Title Flexible)</strong></p><p><strong>Overview</strong></p><p>We’re partnering with a well‑established venture capital firm seeking an <strong>Accounting Manager</strong> to support its management company operations. This is a high‑impact position for someone who enjoys ownership, driving efficiencies, and working closely with senior leadership in a collaborative, fast‑paced environment.</p><p>The firm manages several billion in assets and invests in early‑stage, high‑growth companies. In this role, you’ll help shape and scale the management company accounting function while joining a sharp, supportive, and solutions‑oriented finance team.</p><p><br></p><p><strong>Why This Opportunity</strong></p><ul><li>High‑visibility role with meaningful influence on processes and systems</li><li>Collaborative, growth‑minded finance team with strong leadership support</li><li>Opportunity to modernize and elevate in‑house accounting operations</li><li>Competitive compensation package with annual bonus</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Oversee quarterly and annual financial statements, ensuring accuracy, compliance, and well‑reasoned allocations and reconciliations</li><li>Manage cash activity, payments, distributions, and general ledger functions for the management company</li><li>Oversee the full accounts payable workflow, including vendor payments, corporate cards, intercompany activity, reimbursements, and bank reconciliations</li><li>Lead semi‑monthly payroll and 401(k) administration, ensuring accuracy, compliance, and a smooth employee experience</li></ul>
<p>A leading global venture capital firm with decades of experience and billions under management is seeking a highly analytical and proactive <strong>Senior Fund Operations and Data Analyst</strong> to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data, ensuring that platforms and processes scale alongside the firm’s growth. The ideal candidate will have a background in finance and accounting, coupled with proven experience in data systems, platform implementation, and workflow automation.</p><p><br></p><p>This position is critical to ensuring the accuracy, efficiency, and scalability of the firm’s financial and operational infrastructure while delivering data-driven insights for investment and business decision-making. The role will work closely with and report to the Director of Operations and Data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM, portfolio management, and reporting platforms.</li><li>Partner with finance, accounting, operations, and investment teams to translate business requirements into scalable technology solutions.</li><li>Build and maintain robust data pipelines and integrations across multiple systems to ensure accuracy, accessibility, and efficiency.</li><li>Develop and maintain dashboards and reporting frameworks that deliver actionable insights to stakeholders across the firm.</li><li>Identify and drive process optimization through automation of recurring workflows in finance and operations.</li><li>Execute data migrations and platform upgrades as the firm expands.</li><li>Ensure all processes and controls adhere to compliance, governance, and risk management best practices.</li><li>Stay current with emerging technologies, financial applications, and data analytics practices to continuously improve the firm’s operational capabilities.</li></ul><p><br></p><p><br></p>
<p>Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.</p><p>• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.</p><p>• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.</p><p>• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.</p><p>• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.</p><p>• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.</p><p>• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.</p><p>• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations.</p><p><br></p><p>If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn </p>
<p>Our client in Concord is seeking an experienced Tax Manager for a 2+ month engagement in support of the Tax Director . This role offers the flexibility of remote work and requires a strong background in corporate tax, including both income and indirect tax. You will play a vital role in managing tax provisions, ensuring compliance, and supporting various tax-related activities for a multi-entity organization. Pay is expected to be $80-$100/hr. DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review annual income tax provisions in compliance with ASC 740 standards</p><p>• Conduct detailed reviews of supporting workpapers to ensure accuracy and completeness</p><p>• Manage corporate tax returns, including filing extensions and final submissions</p><p>• Oversee indirect tax processes, such as sales and use tax, while coordinating with controllers of smaller subsidiaries</p><p>• Collaborate with external CPA firms to provide necessary tax adjustments and financial information</p><p>• Utilize OneSource software for tax provision preparation and reporting</p><p>• Analyze and explain findings from tax workpapers to senior management</p><p>• Ensure timely preparation and review of tax-related financials, including provisions and adjustments</p><p>• Support the VP of Finance in tax-related decision-making and reporting processes</p><p>• Maintain compliance with all relevant federal, state, and local tax regulations</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax Manager| Asset Management| Remote | Flexible Start Date</strong></p><p> </p><p>Our client is a technology-driven asset manager applying AI and machine learning to financial markets. They’re a multibillion-dollar platform known for innovation and collaboration.</p><p> </p><p>Join a fast-growing team supporting fund tax compliance and infrastructure. Work closely with senior leadership, contribute to automation initiatives, and help shape scalable processes—all in a fully remote environment with competitive pay and benefits.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage tax compliance for funds and entities, including returns, K-1s, and withholding for foreign investors</li><li>Lead hedge fund-specific tax matters (blockers, UBTI, ECI, PFIC/QEF)</li><li>Partner with accounting and operations teams on recurring processes</li><li>Perform monthly ASC 740 assessments and PTET withholding reviews</li><li>Respond to investor inquiries and coordinate with advisors</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Real Estate Accounting Manager (Residential)</strong></p><p>A privately held, multi‑generational family office is seeking an experienced <strong>Real Estate Accounting Manager</strong> to oversee accounting and financial operations for a portfolio of residential properties and ongoing construction projects. This role offers meaningful visibility, autonomy, and the opportunity to work in a trusted, relationship‑driven environment.</p><p><br></p><p><strong>About the Organization</strong></p><p>This established family office manages a diverse mix of investments, including public markets, private equity, real estate, and alternative assets. The team works closely with top-tier advisors and maintains a long-term, stewardship-focused approach to wealth management. The environment is collaborative, high‑trust, and built for stability and excellence.</p><p><br></p><p><strong>Role Overview</strong></p><p>You will take full ownership of property-level accounting, construction cost tracking, and financial reporting for residential real estate holdings. This role is ideal for someone who enjoys hands-on work, variety, and close partnership with internal stakeholders and external vendors.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Residential Property Accounting</strong></p><ul><li>Lead full‑cycle accounting for residential properties, including GL management, journal entries, and monthly close</li><li>Oversee AP, vendor management, and expense allocations</li><li>Prepare monthly/annual financial statements for property entities</li><li>Reconcile bank accounts, credit cards, and intercompany activity</li><li>Support budgeting and cash‑flow planning</li></ul><p><strong>Construction Project Accounting</strong></p><ul><li>Manage CIP accounting for development and renovation projects</li><li>Review contracts, budgets, and change orders; monitor spending vs. budget</li><li>Coordinate closely with project managers, contractors, and vendors</li><li>Capitalize completed projects and transition them to operational assets</li></ul><p><strong>General Family Office Support</strong></p><ul><li>Maintain strong internal controls and documentation</li><li>Liaise with external CPAs and tax advisors</li><li>Support year-end close, audit requests, and tax preparation</li><li>Handle sensitive financial information with discretion</li></ul><p><br></p><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary</li><li>Annual bonus (typically 6–15%)</li><li>401(k) match up to IRS maximum</li><li>Annual wellness stipend</li><li>Monthly commute benefit</li><li>Medical, dental, and vision insurance with high employer coverage</li></ul>
<p>We are looking for an experienced Accounting Manager to join our team in Oakland, California. In this role, you will oversee key financial operations, ensuring accuracy and compliance in all accounting activities. The ideal candidate brings strong expertise in managing month-end processes, reconciling accounts, and preparing financial statements.</p><p><br></p><p>Responsibilities:</p><p>• Oversee month-, quarter-, and year-end closes, ensuring timely, accurate reporting and continuous process improvements.</p><p> • Prepare financial statements and reports in compliance with accounting standards, providing actionable insights to management.</p><p> • Manage inventory accounting, costing, and valuation; lead counts, reconcile variances, and ensure effective inventory controls.</p><p> • Lead and mentor AP/AR teams, setting KPIs, fostering collaboration, and supporting training and development.</p><p> • Optimize NetSuite ERP and integrated systems to enhance reporting accuracy, efficiency, and business alignment.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE INFORMATION</strong></p><p><br></p><p>ASSISTANT ACCOUNTING MANAGER</p><p>Responsibilities;</p><p>-Manage the monthly, quarterly, and annual close processes, including review of journal entries, reconciliations, and financial reporting.</p><p>-Oversee and reconcile intercompany transactions, including billing and settlements, ensuring accuracy, proper documentation, and timely elimination across all related entities.</p><p>-Preparing actual and forecast cash flow reports on daily and weekly basis</p><p>-Support the preparation of management reports, variance analyses, and other financial presentations.</p><p>-Supervise senior accountant and AP specialists, providing training, performance feedback, and professional development opportunities.</p><p>-Manage the accounts payable process, including invoice processing, payment runs, and expense reimbursements.</p><p>-Oversee the annual 1099 filing process, ensuring accurate data collection, timely submission, and compliance with IRS regulations.</p><p>-Assist in the coordination of internal and external audits, including preparation of audit schedules, documentation and responding to auditor inquiries.</p><p>-Maintain and improve internal controls, accounting policies, and procedures to ensure compliance and operational efficiency.</p><p>-Identify and implement process improvements and automation opportunities within the AP function.</p><p><br></p><p><br></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like a great fit, apply today and send your resume to <strong>JC del Rosario on LinkedIn</strong>—I’d love to connect and learn more about your background and career goals.</p><p><br></p><p><strong>Accounting Manager – Venture Investment Firm</strong></p><p><strong>About Us</strong></p><p>We are a technology investment firm partnering with exceptional founders to build transformative companies across the innovation lifecycle. Our focus spans the future of work, consumer technology, cybersecurity, and developer infrastructure. With a portfolio that includes some of the most forward‑thinking names in tech, we combine strategic capital with deep operational expertise to fuel long‑term success.</p><p><br></p><p><strong>The Role</strong></p><p>We’re looking for an experienced <strong>Accounting Manager</strong> to support both management company and fund accounting operations. This role is perfect for a detail‑driven professional who thrives in a fast‑paced environment and enjoys balancing hands‑on accounting with strategic financial support. Reporting directly to the <strong>Head of Finance</strong>, you’ll play a key role in maintaining strong accounting controls, enhancing processes, and partnering across teams to support the firm’s growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage day‑to‑day management company accounting, including GL, AP, and expense processing</li><li>Lead monthly and quarterly close; prepare financial statements, budgets, and variance analyses</li><li>Oversee entity allocations and coordinate tax filings and Form 1099 issuance</li><li>Maintain fund accounting ledgers—capital calls, distributions, investment activity, and more</li><li>Prepare fund financial statements and NAV packages; serve as a key contact for fund administrators</li><li>Support financial audits, tax processes, and investor reporting</li><li>Identify opportunities for process improvements and contribute to system enhancements</li></ul><p><strong>Culture Fit</strong></p><ul><li>Comfortable taking ownership and leading your function</li><li>Thrives in a dynamic, collaborative environment</li><li>Excited to dive into complex deals and contribute to a growing investment platform</li></ul>
<p>Our client in Oakland is seeking an interim Tax Manager on a contract basis to cover a leave. This role offers the opportunity to contribute to tax compliance and provision processes for a publicly traded company. The ideal candidate will possess a strong background in corporate tax, financial reporting, and the use of advanced accounting software. This is a 100% remote role and is expected to pay between $60-$80/hr. DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review annual income tax provisions in compliance with ASC 740</p><p>• Manage corporate tax return processes, ensuring accuracy and timeliness</p><p>• Oversee the preparation and review of detailed work papers for tax compliance</p><p>• Collaborate with external firms to support year-end tax requirements and transfer pricing adjustments</p><p>• Utilize NetSuite and SAP to analyze trial balances and journal entry details</p><p>• Create and maintain linked Excel workbooks to support quarterly tax provisions</p><p>• Coordinate with co-sourced teams to streamline tax-related operations</p><p>• Conduct research and provide insights on ad hoc tax matters</p><p>• Ensure compliance with domestic C-corp tax regulations and reporting requirements</p>
<p>Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!</p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)</p><p>-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise</p><p>-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)</p><p>-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues</p><p><br></p><p>Requirements:</p><p>-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred </p><p>-Experience with high net worth individual tax, partnership, trust, estate tax</p><p>-Strong supervisor experience (will manage 3 staff)</p><p>-Excellent communication and client relationship skills</p>
<p>We are looking for an experienced VP of Finance and Operations to join a high-growth venture capital firm in San Francisco, California. This innovative organization manages billions across multiple funds and is recognized for its top-tier returns and institutional partnerships. The VP of Finance will play a pivotal role in scaling financial operations, ensuring compliance, and supporting the firm’s ambitious growth strategy in the technology investment sector. This role reports to the Operating Partner and has CFO path potential in 1-2 years' time. </p><p><br></p><p>Responsibilities:</p><p>• Oversee and optimize fund and management company financial operations, ensuring accuracy and efficiency.</p><p>• Collaborate with investor relations and capital formation teams to enhance engagement and reporting.</p><p>• Partner with the investment team to streamline deal execution and coordinate legal processes.</p><p>• Develop and maintain robust operational, compliance, and reporting frameworks.</p><p>• Drive technology and data enablement initiatives to improve decision-making and efficiency.</p><p>• Lead and mentor the finance and operations team, fostering growth and development.</p><p>• Implement scalable systems and processes to support the firm's rapid expansion.</p><p>• Ensure regulatory compliance and maintain strong relationships with institutional investors.</p><p>• Build and sustain a culture of excellence within the finance and operations functions.</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to <strong>JC del Rosario via LinkedIn</strong>—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Accounting Manager, Accounts Payable</strong></p><p><strong>About the Opportunity</strong></p><p>We’re seeking an Accounting Manager to lead and elevate the Accounts Payable function for a growing, vertically integrated real estate investment and operations platform. This role offers the opportunity to take full ownership of a high‑volume AP operation, guide a dedicated team, enhance processes, and collaborate closely with accounting, treasury, and senior leadership as the business scales.</p><p>You’ll be part of a fast‑paced, collaborative environment where accuracy, operational excellence, and smart process design are core values. If you enjoy leading teams, optimizing workflows, and building scalable accounting infrastructure, this role provides both meaningful impact and long‑term growth.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Lead and manage the Accounts Payable team, ensuring timely and accurate invoice processing</li><li>Review and refine invoice coding while implementing improvements to reduce errors</li><li>Oversee account reconciliations and support month‑end close and reporting</li><li>Prioritize vendor payments and collaborate with Treasury on cash management activities</li></ul><p><strong>Why This Role Stands Out</strong></p><ul><li>High‑impact leadership role with ownership of a critical accounting function</li><li>Remote work environment offering flexibility and autonomy</li><li>Opportunity to build, improve, and scale AP operations within a growing organization</li><li>Collaborative, values‑driven culture centered on integrity, teamwork, and excellence</li></ul>
<p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
We are looking for an experienced Accounting Manager/Supervisor to lead our financial operations in Concord, California. This role requires a strategic thinker who can oversee accounting functions while ensuring compliance with financial regulations and organizational standards. The ideal candidate will excel in managing teams, analyzing financial data, and presenting accurate financial reports to stakeholders.<br><br>Responsibilities:<br>• Manage daily activities within the accounting department, ensuring smooth operations and adherence to organizational policies.<br>• Supervise accounts payable and receivable processes, general ledger maintenance, account reconciliations, and financial reporting systems.<br>• Implement and maintain internal controls to safeguard revenue, costs, and budget expenditures.<br>• Prepare accurate and timely financial statements and reports for review by stakeholders.<br>• Monitor and evaluate accounting data to identify trends and areas of improvement.<br>• Coordinate and oversee audit processes to ensure compliance with regulatory requirements.<br>• Align grant and program budgets with expenditures throughout the funding period, maintaining consistent financial oversight.<br>• Recruit, train, and mentor team members to encourage growth and enhance departmental capabilities.<br>• Develop and promote a positive work environment by strengthening communication and collaboration within the team.<br>• Present financial reports and insights to the board of directors when necessary.
ACCOUNTS RECEIVABLE SUPERVISOR<br><br>Established East Bay company working in contractor trade industries is seeking an Accounts Receivable Supervisor. The primary responsibilities for this position are trade receivable collections, securing collateral for large transactions, customer receipts postings, determination of customer credit worthiness and credit limits, and working with office staff on tasks related to company requirements. A successful candidate will have effective organizing skills, time management skills, and extreme attention to detail and accuracy. Position reports directly to the Controller.<br><br>Responsibilities:<br>• Multi-company trade receivable collections and management of customer remittances<br>• Establish, maintain and update customer credit limits and manage customer accounts<br>• Secure collateral for large trade transactions, including pre-lien and lien positions<br>• Manage multi-branch communication/phone systems<br>• Manage company fleet registration, insurance and reporting requirements<br>• Manage company Certificate of Insurance requirements<br>• Reconciliation of company railcar movements (monthly) and filing of annual reports<br>• Filing of miscellaneous annual reports as needed<br>• Company projects as needed<br><br>Requirements:<br>• 5+ Years of Accounting experience<br>• Experience in Accounts Receivable within the construction industry (or similar)<br>• Experience with MS Office, especially Excel<br>• Working knowledge of pre-lien transactions<br>• Working knowledge of ERP accounting system preferred (MAS200)<br>• Solid communication skills, both written and verbal<br>• Strong attention to detail<br>• Strong organizing skills<br>• Experience with intercompany transactions preferred
We are looking for an experienced Finance Manager to join our dynamic team in San Francisco, California. In this long-term contract position, you will play a critical role in corporate financial planning and analysis, working closely with business leaders to deliver actionable insights that drive strategic decisions. This is an excellent opportunity for an experienced financial expert with strong analytical skills and experience in SaaS or tech-based modeling.<br><br>Responsibilities:<br>• Consolidate and manage departmental forecasts across various functions, ensuring accuracy and alignment for senior leadership review.<br>• Develop and maintain advanced financial models to support scenario planning for product launches, pricing strategies, revenue growth, and scalability.<br>• Analyze subscription-based revenue trends, bookings, pipeline data, and consumption metrics to enhance forecasting precision.<br>• Provide actionable financial insights that optimize resource allocation and strengthen overall financial performance.<br>• Create detailed executive-level financial reports and dashboards to support strategic decision-making.<br>• Collaborate with cross-functional teams, including Product, Engineering, Sales, and Marketing, to ensure data consistency and alignment.<br>• Reconcile and manage large datasets to produce accurate financial reporting and analysis.<br>• Participate in month-end close activities, ensuring timely and accurate financial reporting.<br>• Support senior leadership with data-driven recommendations that enhance organizational strategy.<br>• Continuously refine forecasting processes and models to improve accuracy and efficiency.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER /DIRECTOR</strong></p><p><br></p><p>Well established and real estate investment company with over 6B AUM is expanding and seeks a dynamic Senior Accounting Manager for their property division. The Sr. Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy and potential to be promoted to Director of Accounting.</p><p><br></p><p>Responsibilities:</p><p>• Manage the financial close process, ensuring accuracy and timely completion of reports.</p><p>• Review and approve journal entries, budgets, payroll, and expense allocations, while identifying and resolving discrepancies.</p><p>• Oversee the integrity of the general ledger, including intercompany transactions, loan schedules, and reconciliations.</p><p>• Conduct and manage bank reconciliations, wire transfers, mortgage payments, and financial disbursements to ensure compliance.</p><p>• Monitor cash security processes, including disbursement approvals and account reconciliations.</p><p>• Provide financial data and reports to support transactions, financing, and capital planning initiatives.</p><p>• Lead financial analysis to assess revenue and expenditure trends, optimizing organizational financial performance.</p><p>• Collaborate with external auditors and CPAs to ensure compliance with regulatory and internal accounting policies.</p><p>• Mentor and develop a team of accounting professionals, fostering growth and accountability.</p><p>• Identify and implement process improvements to enhance operational efficiency and reporting accuracy.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER -PROPERTY ACCOUNTING</strong></p><p><br></p><p>Well established and growing real estate company in San Francisco is seeking a Sr. Accounting Manager to join their dynamic team. The Senior Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy. </p><p><br></p><p>Responsibilities:</p><p>-Manage and oversee the financial close process, ensuring timely and accurate reporting.</p><p>-Review and approve journal entries, budgets, payroll, and expense allocations while addressing discrepancies effectively.</p><p>-Ensure the integrity of the general ledger, including intercompany transactions, reconciliations, and loan schedules.</p><p>-Conduct and supervise bank reconciliations, wire transfers, mortgage payments, and cash disbursements to maintain compliance and accuracy.</p><p>-Monitor liquidity and cash flow activities to support organizational goals and investor distributions.</p><p>-Lead budgeting and financial planning processes, providing insights into forecasting and expenditure management.</p><p>-Serve as a key liaison during audits, collaborating with external CPAs and ensuring compliance with regulations and internal policies.</p><p>-Mentor and develop a team of accounting professionals, fostering collaboration and accountability.</p><p>-Identify and implement process improvements to enhance efficiency, automation, and reporting accuracy.</p><p>-Support the optimization and deployment of accounting software to improve operational effectiveness.</p>
<p><strong>Interested? Let’s Connect!</strong></p><p>If this opportunity sounds like a strong match for your background, apply today and send your resume to <strong>JC del Rosario</strong> via LinkedIn — I’d love to connect and learn more about you!</p><p><br></p><p><strong>Fund Accounting Manager</strong></p><p><strong>About the Firm</strong></p><p>A growing, niche‑focused investment firm specializing in alternative and non‑correlated asset classes. The team invests in areas that sit outside traditional private equity strategies — including litigation finance, specialty agriculture, water rights, media finance, international arbitration, and other differentiated real‑asset and intangible categories.</p><p><br></p><p>With a tight‑knit culture and approximately <strong>$1.5B AUM</strong>, the firm is continuing to scale and preparing for several upcoming fundraises. The team manages both the funds and the underlying portfolios, providing exceptional exposure to unique deal types, investment structures, and hands‑on asset management.</p><p><br></p><p><strong>The Role</strong></p><p>The <strong>Fund Accounting Manager</strong> will play a critical role across fund operations, financial reporting, cash management, and investor support for multiple private equity vehicles. This position is ideal for someone who thrives on variety, complex transactions, and meaningful involvement across all aspects of fund management within a small, collaborative team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain fund and GP general ledgers, including expenses, accruals, intercompany activity, investment entries, and partner allocations</li><li>Prepare quarterly and annual financial statements</li><li>Coordinate audit and tax processes; liaise with external auditors, tax advisors, and third‑party service providers</li><li>Monitor fund‑level cash positions and liquidity needs</li><li>Calculate, record, and process capital calls and distributions</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>401(k) with <strong>6% firm contribution</strong> (not a match)</li><li>Generous annual bonus potential</li><li><strong>100% employer‑covered health benefits</strong></li><li>Flexible time‑off policy (typically ~3 weeks, subject to manager approval)</li></ul>
