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><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience.</p><p> This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p>
<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>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
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>Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. We are looking for an experienced Tax Manager to join a public accounting team in California, with a primary emphasis on individual tax engagements. This position is ideal for someone who combines strong technical tax knowledge with sound judgment, client-facing confidence, and the ability to keep work moving efficiently through demanding deadlines. The role offers the opportunity to guide complex return preparation, advise clients on tax matters, and support quality across the practice.</p><p><br></p><p>Responsibilities:</p><p>• Lead the preparation and final review of complex individual income tax filings, including advanced Form 1040 engagements and related schedules.</p><p>• Advise clients on tax-saving opportunities and filing considerations while maintaining adherence to applicable federal and state tax rules.</p><p>• Manage return pipelines and seasonal priorities to ensure assignments are completed accurately and delivered on schedule.</p><p>• Evaluate work produced by entry-level team members, provide constructive feedback, and help develop their technical capabilities.</p><p>• Serve as a primary point of contact for client questions throughout the tax process, offering clear guidance and responsive support.</p><p>• Assist clients with tax notices, examinations, and other compliance-related matters by coordinating responses and resolving issues efficiently.</p><p>• Monitor multiple client engagements at once, balancing deadlines, quality expectations, and service commitments in a public accounting setting.</p>
<p>We are seeking a Tax Preparer for a contract-to-hire opportunity with flexible hours based on the right candidate’s availability and experience. This role can be structured as either part-time or full-time and is ideal for a tax professional who is comfortable preparing a variety of tax returns in a fast-paced environment.</p><p>The ideal candidate will have hands-on experience with individual and business tax preparation and must have recent experience using Lacerte. This position offers the opportunity to join a growing team with long-term potential.</p><p>Key Responsibilities:</p><ul><li>Prepare and review individual, corporate, partnership, and/or trust tax returns</li><li>Gather, organize, and analyze client financial and tax documentation</li><li>Ensure accuracy and completeness of tax filings in compliance with current tax laws</li><li>Communicate with clients and internal team members regarding tax documents, deadlines, and follow-up items</li><li>Identify and resolve tax-related issues and discrepancies</li><li>Assist with tax planning and other special projects as needed</li><li>Maintain confidentiality and professionalism when handling sensitive financial information</li></ul><p><br></p>
<p>We are seeking a Tax Preparer for a contract-to-hire opportunity with flexible hours based on the right candidate’s availability and experience. This role can be structured as either part-time or full-time and is ideal for a tax professional who is comfortable preparing a variety of tax returns in a fast-paced environment.</p><p><br></p><p>The ideal candidate will have hands-on experience with individual and business tax preparation and must have recent experience using Lacerte. This position offers the opportunity to join a growing team with long-term potential.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Prepare and review individual, corporate, partnership, and/or trust tax returns</li><li>Gather, organize, and analyze client financial and tax documentation</li><li>Ensure accuracy and completeness of tax filings in compliance with current tax laws</li><li>Communicate with clients and internal team members regarding tax documents, deadlines, and follow-up items</li><li>Identify and resolve tax-related issues and discrepancies</li><li>Assist with tax planning and other special projects as needed</li><li>Maintain confidentiality and professionalism when handling sensitive financial information</li></ul><p><br></p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Senior Tax Manager</p><p>📍 Mill Valley, CA (Hybrid)</p><p>🏢 Boutique Wealth Management & Advisory Firm</p><p>💰 Competitive Base + Bonus + Significant Career Growth</p><p><br></p><p>A highly regarded boutique wealth management and advisory firm is seeking an experienced <strong>Senior Tax Manager</strong> to become the firm's dedicated tax leader and help shape the future of a growing tax practice. The ideal candidate is equal parts technical expert, trusted advisor, and entrepreneur. This role offers the rare opportunity to move beyond compliance and play a meaningful role in building a scalable, high-impact tax practice from the ground up.</p><p><br></p><p><strong>Who You Are</strong></p><p>You are a technically strong tax professional who enjoys solving complex planning challenges and building trusted client relationships. You bring a consultative mindset, thrive in entrepreneurial environments, and are excited by the opportunity to help shape a growing practice. Most importantly, you're looking for more than a traditional tax role. You want to help build something meaningful, work directly with sophisticated clients, embrace innovation, and play a key role in the future growth of a highly collaborative advisory organization.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><ul><li>Lead tax planning, compliance, and review activities for high-net-worth individuals, families, trusts, and related entities.</li><li>Advise clients on complex tax matters, including estate and gift planning, wealth transfer strategies, QSBS, trusts, partnerships, and investment-related tax issues.</li><li>Serve as a trusted advisor, partnering with clients and external professionals to develop and execute sophisticated planning strategies.</li><li>Build long-term client relationships while delivering a high-touch, concierge-level service experience.</li><li>Help develop and scale a modern tax practice through process improvements, technology, automation, and AI-driven solutions.</li><li>Contribute to strategic growth initiatives, operational enhancements, and the expansion of the firm's advisory capabilities.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Senior Tax Manager</p><p>📍 Mill Valley, CA (Hybrid)</p><p>🏢 Boutique Wealth Management & Advisory Firm</p><p>💰 Competitive Base + Bonus + Significant Career Growth</p><p><br></p><p>A highly regarded boutique wealth management and advisory firm is seeking an experienced <strong>Senior Tax Manager</strong> to become the firm's dedicated tax leader and help shape the future of a growing tax practice. The ideal candidate is equal parts technical expert, trusted advisor, and entrepreneur. This role offers the rare opportunity to move beyond compliance and play a meaningful role in building a scalable, high-impact tax practice from the ground up.</p><p><br></p><p><strong>Who You Are</strong></p><p>You are a technically strong tax professional who enjoys solving complex planning challenges and building trusted client relationships. You bring a consultative mindset, thrive in entrepreneurial environments, and are excited by the opportunity to help shape a growing practice. Most importantly, you're looking for more than a traditional tax role. You want to help build something meaningful, work directly with sophisticated clients, embrace innovation, and play a key role in the future growth of a highly collaborative advisory organization.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><ul><li>Lead tax planning, compliance, and review activities for high-net-worth individuals, families, trusts, and related entities.</li><li>Advise clients on complex tax matters, including estate and gift planning, wealth transfer strategies, QSBS, trusts, partnerships, and investment-related tax issues.</li><li>Serve as a trusted advisor, partnering with clients and external professionals to develop and execute sophisticated planning strategies.</li><li>Build long-term client relationships while delivering a high-touch, concierge-level service experience.</li><li>Help develop and scale a modern tax practice through process improvements, technology, automation, and AI-driven solutions.</li><li>Contribute to strategic growth initiatives, operational enhancements, and the expansion of the firm's advisory capabilities.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p><p><br></p><p><br></p>
We are looking for an experienced tax and treasury leader to guide a growing corporate function in San Francisco, California. This senior-level opportunity is ideal for someone who can shape global tax and cash management strategy while supporting expansion, operational scale, and cross-border financial activities. The role combines strategic oversight with hands-on leadership across corporate tax, treasury operations, liquidity planning, and banking relationships.<br><br>Responsibilities:<br>• Lead the company’s corporate tax and treasury activities, establishing frameworks, controls, and priorities that support long-term business growth.<br>• Direct global cash planning efforts by managing liquidity strategy, forecasting cash needs, and improving visibility into capital availability across the organization.<br>• Oversee domestic and international tax matters, including corporate income tax compliance, annual tax provision activities, and transfer pricing coordination.<br>• Manage relationships with banking partners and financial institutions to strengthen international banking operations and support efficient cash management practices.<br>• Partner with executive leadership on mergers, acquisitions, and global expansion initiatives by assessing tax exposure, treasury implications, and integration needs.<br>• Build and enhance scalable processes for tax reporting, treasury operations, and compliance to support a growing and evolving business environment.<br>• Provide leadership across finance-related functions by aligning tax and treasury priorities with broader operational and strategic objectives.<br>• Support the effective use of financial systems and tools, including NetSuite and tax compliance platforms, to improve reporting accuracy and process efficiency.
<p>We are looking for a detail-oriented Property Accountant to support our client in Sonoma County. This role is responsible for maintaining accurate financial records, overseeing property-level accounting activities, and helping ensure compliance with lease terms and regulatory requirements. The ideal candidate brings strong real estate accounting experience, sound judgment, and the ability to manage multiple priorities in a deadline-driven environment.</p><p><br></p><p>• Oversee property tax activity by monitoring assessed values, recording accruals, and ensuring payments are completed on schedule.</p><p>• Authorize payment disbursements, including wire activity when needed, while maintaining accuracy across cash tracking records and supporting schedules.</p><p>• Examine lease agreements to identify relevant billing and accounting terms, then update property records and supporting documentation in Yardi and Excel.</p><p>• Administer retail and percentage rent calculations and prepare reconciliation packages for assigned properties, including adjustment support and tenant-facing backup.</p><p>• Process internal management fee transactions and prepare journal entries with complete documentation to support monthly accounting activity.</p><p>• Complete monthly bank reconciliations and review balance sheet accounts such as receivables, payables, prepaid items, and tenant security deposits.</p><p>• Assist with budgeting for items such as property taxes, insurance, business licenses, and other entity-related expenses during recurring planning cycles.</p><p>• Support new property onboarding by helping establish accounting records, compliance requirements, and operational readiness for acquired assets.</p><p>• Contribute to accounting process improvements by assisting with policy development, internal controls, staff training, and testing of new system capabilities.</p><p>• Provide cross-functional support for accounts payable and accounts receivable tasks as business needs require.</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>
<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><strong>Interested? Connect with me on LinkedIn — 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><strong>Interested? Connect with me on LinkedIn — 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>Our company is seeking a skilled Accountant for a contract role with hands-on experience in NetSuite. This is an excellent opportunity to support our accounting operations and drive process improvements during a critical period. Candidates must be detail-oriented, collaborative, and capable of working independently in a fast-paced environment.</p><p><strong>Responsibilities:</strong></p><ul><li>Perform daily and monthly accounting functions, including general ledger entries, reconciliations, and financial reporting.</li><li>Oversee transactional accounting in NetSuite: accounts payable, accounts receivable, invoice processing, and bank reconciliations.</li><li>Assist with month-end and year-end closing processes, ensuring accuracy and compliance with accounting standards.</li><li>Support budgeting, forecasting, and variance analysis initiatives.</li><li>Generate and analyze financial statements, identifying discrepancies and proposing corrections.</li><li>Collaborate with cross-functional teams to improve workflows and optimize NetSuite utilization.</li><li>Ensure compliance with internal controls and regulatory requirements.</li><li>Respond to ad-hoc accounting requests as needed.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Accountant to support daily accounting operations and maintain accurate financial records for the organization. This role is well suited for someone who can manage the full bookkeeping cycle, oversee core transactional processes, and help ensure timely month-end reporting. The ideal candidate brings strong QuickBooks expertise, sound judgment, and the ability to keep financial activities organized and compliant.</p><p><br></p><p>Responsibilities:</p><ul><li>Extensive experience overseeing complete bookkeeping functions and maintaining accurate financial records.</li><li>Strong foundation in accounting operations, reporting, and financial controls.</li><li>Skilled in using accounting systems, including QuickBooks, Sage, and Xero.</li><li>Proven ability to manage priorities, meet deadlines, and maintain organized workflows.</li><li>Exceptional accuracy, attention to detail, and problem-solving skills.</li><li>Capable of working both autonomously and in a collaborative team environment.</li><li>Degree in Accounting or a related discipline preferred.</li><li>Understanding of tax regulations, filings, and compliance requirements is beneficial</li></ul>
<p>We are looking for an Accountant to support daily financial operations and help maintain accurate records for the organization. This role is ideal for a highly organized individual who can manage billing activity, process transactions efficiently, and keep accounting information current and organized. The position will work across core accounting tasks while using established tools to ensure timely and reliable reporting.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage A/R, collections, payment tracking, and account reconciliations.</li><li>Process vendor bills, client invoices, and expense reviews.</li><li>Issue weekly customer invoices and oversee payment follow-up.</li><li>Handle client reimbursements and contractor check reconciliation.</li><li>Maintain QuickBooks, project management systems, PandaDoc, and financial records.</li><li>Improve processes, automate workflows, and monitor cash flow.</li><li>Oversee credit card balances and identify cost-saving opportunities.</li><li>Ensure accurate project financials, including payments, expenses, and reimbursements.</li><li>Track project bids against budgets.</li><li>Prepare daily and monthly financial reports.</li></ul>
<p>We are looking for an Accounting Manager to lead core accounting operations and support the financial health of our Oakland, California organization. This role will manage cash activity, oversee reporting and compliance processes, and ensure accurate month-end and year-end close activities. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to keep financial operations organized, accurate, and timely.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage daily cash operations, cash flow forecasting, and account funding.</li><li>Handle electronic payments, including payroll, tax remittances, and other transfers.</li><li>Reconcile bank accounts and maintain accurate financial records.</li><li>Prepare monthly and year-end financial statements and operational cash reports.</li><li>Monitor accounts payable, accounts receivable, and overall cash activity.</li><li>Review and process tax obligations, including sales, property, and income taxes.</li><li>Support audits and prepare financial information for banks, lenders, and other stakeholders.</li><li>Oversee company insurance programs and maintain accounting policies and procedures.</li></ul>
<p>We are looking for an Accounting Manager to lead core accounting operations and support accurate, timely financial reporting in Concord, California. This position will oversee close activities, maintain the integrity of the general ledger, and help ensure compliance with audit and reporting standards. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to improve processes while partnering effectively with internal stakeholders.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead, coach, and develop an accounting team while promoting accountability and professional growth.</li><li>Oversee month-end close activities, including review of reconciliations, journal entries, and financial reporting schedules.</li><li>Ensure accurate financial records, reporting compliance, and strong internal controls.</li><li>Investigate and resolve complex accounting transactions, ensuring issues are fully analyzed and closed.</li><li>Drive process optimization, automation initiatives, and system enhancement projects to improve efficiency.</li><li>Support technology-driven improvements, including AI and workflow modernization efforts.</li><li>Collaborate with finance, operations, and supply chain teams across multiple business units.</li><li>Assist with specialized accounting areas such as intercompany transactions, joint ventures, employee benefits, and other technical matters.</li><li>Contribute to regulatory reporting and compliance within healthcare, nonprofit, or multi-entity environments.</li><li>Champion continuous improvement and a high-performance team culture.</li></ul>
Accounting Manager – Oracle Fusion Implementations We are seeking an experienced Accounting Manager for a long-term contract opportunity based in San Francisco, California. The ideal candidate will have hands-on experience supporting multiple Oracle Fusion implementations, along with strong expertise in corporate accounting, lease accounting, and financial data validation. This role is suited for a detail-oriented accounting detail oriented who can validate data integrity, troubleshoot discrepancies, and support system implementation, testing, and reconciliation activities. Advanced Excel skills are required. The position follows a hybrid schedule with two days onsite per week. Responsibilities Oversee core accounting activities, including general ledger maintenance, journal entry review, account reconciliations, and month-end close support. Support multiple Oracle Fusion implementations, including data migration, system configuration validation, testing, and post-implementation reconciliation. Review and validate financial data migrated from legacy systems, including PeopleSoft, to ensure accuracy, completeness, and consistency. Identify, investigate, and resolve discrepancies between source data, Oracle Fusion outputs, and financial records. Apply expertise in lease accounting and corporate accounting to ensure accurate transaction recording and compliance with accounting standards and company policies. Partner with accounting, finance, and technology teams to troubleshoot implementation issues and maintain financial data integrity. Support audit readiness by maintaining documentation, responding to audit requests, and strengthening internal controls. Leverage advanced Excel skills to analyze large datasets, perform reconciliations, validate financial information, and prepare reporting. Work onsite in San Francisco two days per week, collaborating effectively with cross-functional teams in a hybrid environment. <br> Proven experience supporting multiple Oracle Fusion implementations; this is a required qualification. Strong corporate accounting and lease accounting experience. Experience with financial data migration, validation, reconciliation, and system testing. Advanced Microsoft Excel skills, including analysis of large datasets and complex reconciliations. Strong analytical, problem-solving, and communication skills.
<p>We are looking for a Payroll Accountant to support payroll accounting and reconciliation activities for a non-profit organization in Oakland, California. This 3 month Contract position is ideal for a detail-focused individual who can manage payroll-related accounting, benefits balancing, and retirement plan support while helping maintain accurate and timely payroll operations. The role works closely with payroll, accounting, and HR teams to strengthen compliance, resolve discrepancies, and support reliable financial reporting.</p><p><br></p><p>Responsibilities:</p><p>• Record and post payroll-related journal entries on a biweekly and monthly basis, ensuring wages, deductions, employer taxes, and benefit-related accruals are accurately reflected in the general ledger.</p><p>• Reconcile payroll registers, funding activity, bank disbursements, and ledger balances to investigate variances and correct exceptions in a timely manner.</p><p>• Review payroll reports before and after processing to confirm data accuracy, adherence to internal controls, and compliance with applicable payroll regulations.</p><p>• Maintain reconciliations for payroll balance sheet accounts such as accrued compensation, tax liabilities, benefit accruals, and wage garnishment balances.</p><p>• Examine quarterly and annual payroll tax documents, including Form 941 and W-2 reporting, and assist with corrections or amended filings when needed.</p><p>• Reconcile 403(b) contributions, employer matches, and loan repayments after each payroll cycle to confirm accurate deductions and timely remittance.</p><p>• Compare benefit carrier invoices and enrollment information against payroll deductions to identify missed collections, retroactive changes, and billing discrepancies.</p><p>• Provide backup support for end-to-end payroll processing, including time review, pay adjustments, direct deposit maintenance, and special payroll runs.</p><p>• Assist with month-end, quarter-end, and year-end close tasks, including payroll-related reconciliations, audit support, and required reporting documentation.</p><p>• Partner with HR and finance stakeholders to improve payroll workflows and strengthen coordination between payroll and related systems.</p>
<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><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Private Equity Firm | San Francisco Bay Area | Hybrid (1-3 days onsite)</strong></p><p><strong>Comp: </strong>Base + Bonus <strong>+ Profit Sharing + Equity + 100% Paid Benefits </strong></p><p><br></p><p>This role has competitive compensation including bonuses and equity. Benefit from abundant <strong>career growth opportunities, comprehensive benefits</strong> for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>