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104 results for Asset Management Tax Director in San Francisco Bay Area Ca

Tax Director - Asset Management Firm <p>Please<strong> contact <u>Michelle Espejo via LinkedIn or Email </u></strong>for fastest consideration for this opportunity.</p><p><br></p><p>Join a prominent <strong>investment firm </strong>that blends ambition with a strategic approach, managing a diverse portfolio of global assets exceeding $20 billion. Experience an entrepreneurial culture that values diversity, balance, and community engagement. Enjoy a <strong>HYBRID </strong>schedule, comprehensive medical, dental, and vision coverage for you and your family, a 401(k) match, pre-tax FSA and dependent care contributions, a paid cell phone plan, and a home office setup stipend. Become part of a supportive, collaborative, and grounded team.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee tax structuring, compliance, and review.</li><li>Manage and address tax leakage.</li><li>Supervise Tax Managers.</li><li>Collaborate with external partners.</li><li>Strategically plan across various aspects of the tax function.</li></ul><p>Please<strong> contact <u>Michelle Espejo via LinkedIn or Email </u></strong>for fastest consideration for this opportunity.</p> Tax Manager at Thriving Private Equity <p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Our client, a prestigious private equity firm managing ~$10B in assets, specializes in transformative investments across buyouts, leveraged acquisitions, growth capital, and more. With a focus on industries poised for growth—characterized by high fragmentation, scalable potential, and robust demand drivers—this firm is driving innovation and economic progress. This is a <strong>hybrid </strong>role in <strong>San Francisco</strong>.</p><p><br></p><p>This is an excellent opportunity to become a key player in a rapidly expanding organization that values integrity, professionalism, and collaboration. In addition to a <strong>healthy work-life balance, the firm offers competitive health benefits, including 100% paid health, dental, and vision insurance for employees and their families</strong>, wellness perks such as gym reimbursements, and opportunities to engage in meaningful philanthropic initiatives. The firm also provides ample room for career advancement in a supportive environment designed to help you thrive.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Oversee and review federal and state tax filings prepared by external advisors.</li><li>Collaborate with advisors to prepare supporting work papers and resolve tax-related matters.</li><li>Manage tax calendars, ensuring timely deliverables and payments.</li><li>Address tax inquiries from limited partners and coordinate responses.</li><li>Track tax payments and manage tax notices.</li><li>Support tax filing coordination for 30+ portfolio companies' intermediate entities.</li><li>Assist in General Partner accounting, reporting, and annual financial statements.</li><li>Maintain capital accounts for affiliated entities.</li></ul><p><strong>START DATE: FLEXIBLE - depends on candidate</strong></p><p><br></p><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p> Tax Director/Manager - Corporate We are offering an exciting opportunity for a Tax Director/Manager - Corporate in Santa Clara, California. Our focus is on the corporate tax industry, where you will have the chance to utilize your skills and contribute to our team. The role encompasses a variety of tasks related to tax provision and compliance, with a strong reliance on your abilities in Adobe Acrobat, ATX Tax Software, CCH ProSystem Fx, CCH Sales Tax, and Compliance software. <br><br>Responsibilities:<br><br>• Accurately processing tax provisions<br>• Overseeing corporate tax operations for 5-7+ years<br>• Utilizing Adobe Acrobat, ATX Tax Software, CCH ProSystem Fx, and CCH Sales Tax in daily tasks<br>• Ensuring compliance with tax regulations using Compliance software<br>• Maintaining documentation for auditing purposes<br>• Balancing tasks between Big 4 Public / Private mix operations<br>• Implementing SAP in managing and organizing tax-related activities<br>• Performing various accounting functions to support the corporate tax department<br>• Managing the annual income tax provision process<br>• Addressing and resolving any tax-related issues as they arise Tax Director/Manager - Corporate <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE DETAILS </strong></p><p><br></p><p><strong>TAX MANAGER </strong></p><p>Well established and stable real estate company is seeking a Tax Manager with experience in real estate investment trusts (REITs). This is an excellent opportunity to join a company with a great culture and has been on the list of Best Companies to Work.</p><p>Responsibilities:</p><p>The Tax Manager is responsible for assisting with all aspects of income tax compliance, including federal and state, tax planning activities, and other related projects as directed.</p><p>• Prepare/Review/Assist with income tax compliance matters including accurate preparation and timely filing of federal and state income and franchise tax returns, extensions, and estimated tax payments</p><p>• Assist with organizing and registering entities with various state and local tax jurisdictions</p><p>• Prepare/Review quarterly and year-end tax provision and related footnote disclosures</p><p>• Prepare/Review REIT tests and REIT administration activities</p><p>• Research federal and state tax issues and assist in the development of ongoing tax strategies to minimize tax liabilities and maintain REIT status</p><p>• Assist in various other tax matters as needed, including ongoing review of tax procedures to streamline processes and minimize risk</p><p>• Provide ad hoc tax analyses and other special projects as needed</p><p><br></p><p><br></p> Tax Manager - Public <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> Tax Manager <p>We are seeking a Tax Manager to join our team based in San Francisco, California. This role will focus on the creation and management of income tax provisions, responding to state tax notices and audits, and coordinating tax studies. This position is key to ensuring worldwide compliance and aiding in ad hoc projects or tasks. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Create monthly, quarterly, and annual income tax provisions in line with ASC 740/IAS 12</p><p>• Generate monthly tax entries, account reconciliations, and various tax accounting reports</p><p>• Collaborate with external service providers for the preparation and submission of quarterly estimated payments, extensions, and income tax returns</p><p>• Coordinate with external service providers for tax studies such as Research and Development tax credit and M& E analysis</p><p>• Respond to state tax notices and audits in collaboration with external service providers</p><p>• Partner with affiliates to ensure worldwide tax compliance</p><p>• Research and reply to queries from internal clients on tax issues</p><p>• Assist in completing ad hoc projects or tasks as needed</p><p>• Perform any other duties allocated related to tax management.</p> Tax Manager - Public <p>Are you tired of crazy hours, high stress and lack of promotions with your large firm? We can change all that! We are offering an exciting opportunity for a Tax Manager - Public in a CPA firm based in Larkspur, California. The job function involves handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts. The role requires diligent monitoring of tax laws and ensuring our company's tax compliance. There is a partnership opportunity in as soon as 3 years!</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough research on tax-related matters.</p><p>• Undertake the preparation and review of tax returns for a variety of clients, including corporations, partnerships, and individuals with high net worth.</p><p>• Recognize and execute opportunities to minimize effective tax rates.</p><p>• Use Accounting Software Systems and ADP - Financial Services efficiently for various tasks.</p><p>• Apply knowledge of Accounting Functions and Annual Income Tax Provision in daily tasks.</p><p>• Ensure compliance with all relevant laws and regulations.</p><p>• Advise on Entity Formation based on tax considerations.</p><p>• Utilize CCH ProSystem Fx for tax processes and procedures.</p> Finance Associate - Venture Capital <p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Our client, a <strong>San Francisco-based venture capital firm</strong>, invests in blockchain, crypto, and fintech, blending startup innovation with institutional expertise.</p><p> </p><p>As a Finance Associate, you’ll work closely with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio company engagement. This dynamic role offers growth, autonomy, and the chance to shape the future of finance and technology.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>Start Date is flexible</strong></p><p><br></p><p><strong>Reach out to <u>Michelle Espejo via LinkedIn or email</u> for immediate consideration and additional info. </strong></p> Tax Manager/ Supervisor <p>We are in search of a Tax Manager/ Supervisor to join our team located in San Francisco, California. This role is integral to our operations, as you will be tasked with handling accounting functions, managing financial services, and ensuring tax compliance. You will be utilizing various accounting software systems to carry out your duties efficiently.</p><p><strong>For immediate consideration, please contact Tejay Segundino directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee and coordinate delivery of U.S. tax services, including complex tax return reviews for corporations, partnerships, and individuals</li><li>Advise clients on complex tax issues, transactions, and structuring strategies</li><li>Review tax provisions in line with U.S. GAAP (ASC 740)</li><li>Collaborate across firm departments to offer comprehensive solutions integrating tax, accounting, and other services</li><li>Maintain expertise in U.S. domestic and international tax provisions</li><li>Cultivate market presence and build strong client relationships</li><li>Establish and enforce risk management policies and best practices</li><li>Mentor, manage, and develop junior tax professionals</li></ul> Associate Director of Operations, Wealth Management <p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Associate Director of Operations</p><p> </p><p><strong>Location:</strong></p><p>San Francisco, CA (hybrid) </p><p> </p><p><strong>Salary:</strong></p><p>130k-150k base + bonus </p><p> </p><p><strong>About the Company:</strong></p><p>A dynamic and fast-paced SEC-registered Registered Investment Advisor (RIA) with approximately $1+ billion in assets under management. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage, train, and support a team of four Client Service professionals, working collaboratively with the Investment Operations team to meet clients' needs.</li><li>Coordinate with multiple custodians and external data providers, ensuring smooth workflows.</li><li>Allocate team resources effectively while reviewing Advisor requests across multiple locations.</li><li>Oversee daily, monthly, quarterly, and annual processes, including transactions, ensuring accuracy, timeliness, and compliance with regulatory requirements.</li><li>Assist the Director of Operations in refining and implementing processes related to client onboarding, client maintenance, CRM/workflows, and transaction reconciliation for new and existing investments.</li><li>Collaborate with the Reporting team to provide accurate client data and transaction details within established deadlines.</li></ul><p> </p><p><br></p> Private Equity / VC Tax Manager <p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Join a top fund services firm in California known for its excellent reputation and balanced work culture. Specializing in tax planning, fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like environment with opportunities for professional growth. Enjoy a more manageable busy season while gaining hands-on experience across diverse asset classes. <strong>SUPER FLEXIBLE WITH REMOTE WORK (must live in the Bay Area)</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide comprehensive tax services in line with U.S. tax regulations and deadlines.</li><li>Oversee the preparation and review of federal and state tax returns, ensuring compliance and process control.</li><li>Stay updated on tax legislation changes and advise clients and internal teams.</li><li>Build and manage client relationships with a focus on planning, consulting, and tax risk mitigation.</li><li>Enhance processes with best practices, mentor the tax team, and collaborate with external auditors.</li><li>Calculate quarterly tax payments, handle client and authority inquiries, and manage ad-hoc tax requests.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p> Investment Operations Assistant <p><strong>Job Title: Investment Operations Assistant (Temporary Onsite)</strong></p><p><strong>Location:</strong> Redwood City </p><p><strong>Duration:</strong> Temporary (with potential for extension)</p><p><strong>About Us:</strong> We are a registered investment advisor (RIA) focused on providing comprehensive wealth management services. We are seeking a detail-oriented, temporary onsite<strong> Investment Operations Assistant </strong>to support our team with data entry, portfolio accounting, and ad-hoc reporting. The ideal candidate will have experience in wealth management operations and be proficient with Envestnet | Tamarac Advisor View.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with <strong>data entry</strong> into Envestnet | Tamarac Advisor View, ensuring accurate and timely updates of portfolio information.</li><li>Support <strong>portfolio accounting</strong> tasks, including reviewing transactions, performance, and reconciliation.</li><li>Generate <strong>custom reports</strong> for investment analysis, tax reporting, and other ad-hoc needs as requested by the team.</li><li>Help maintain and update investment data for client portfolios in the reporting system.</li><li>Work closely with the operations team to identify and resolve any discrepancies or issues with portfolio data.</li><li>Ensure adherence to internal processes and best practices for reporting and data management.</li><li>Assist with other tasks as needed, including preparing investment summaries or providing general support to the wealth management team.</li></ul><p><br></p> Multi-Strategy Investment Firm - Sr. Tax Analyst <p>Jeff Abrams at Robert Half is partnering with an outstanding investment firm in search of a Senior Tax Analyst. This role presents a remarkable opportunity to join a vibrant team within a prestigious organization, offering the chance to make a significant impact while advancing your career in in-house tax services and strategy.</p><p><br></p><p>Compensation, benefits and perks are excellent at this company and the team has a truly impressive tenure track record. </p><p><br></p><p>Responsibilities:</p><ul><li>Prepare and review tax work papers and returns for hedge funds, private equity funds, real estate funds, and special purpose vehicles (SPVs).</li><li>Review estimated tax calculations.</li><li>Prepare and review investor tax documents and reports.</li><li>Manage relationships with external accounting, tax, and legal firms.</li><li>Conduct research and analysis on investor tax inquiries, providing appropriate responses.</li><li>Coordinate with other departments and external audit firms regarding audited financial statements, including ASC 740 (formerly FIN 48) analysis.</li><li>Conduct research and analysis on tax law changes affecting the asset management industry.</li></ul> Tax Manager - Venture Capital / Private Equity <p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Join a top fund services firm in California known for its excellent reputation and balanced work culture. Specializing in tax planning, fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like environment with opportunities for professional growth. Enjoy a more manageable busy season while gaining hands-on experience across diverse asset classes. <strong>SUPER FLEXIBLE WITH REMOTE WORK (must live in the Bay Area)</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide comprehensive tax services in line with U.S. tax regulations and deadlines.</li><li>Oversee the preparation and review of federal and state tax returns, ensuring compliance and process control.</li><li>Stay updated on tax legislation changes and advise clients and internal teams.</li><li>Build and manage client relationships with a focus on planning, consulting, and tax risk mitigation.</li><li>Enhance processes with best practices, mentor the tax team, and collaborate with external auditors.</li><li>Calculate quarterly tax payments, handle client and authority inquiries, and manage ad-hoc tax requests.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p> Tax Planning and Advisory - Family Office / Private Equity <p>For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams</p><p><br></p><p>A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities. Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment. The finance group, which provides support to the Firm, it's partners and managing directors, currently has a team of twenty people including the CFO. This role will be highly consultative and will also have great mentorship from the Director of the team and the CFO. </p><p><br></p><p>This position will be compensated generously according to market benchmarks and also includes an equity component. Cherry on-top, the team has an excellent culture and tenure. </p><p><strong> </strong></p><p><strong>Primary Responsibilities: </strong></p><p><br></p><p><strong>Tax Planning </strong></p><ul><li>Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations</li><li>Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office</li><li>Review income tax returns for various individual, partnership and fiduciary entities for the family office </li><li>Researching tax related issues </li><li>Assisting with special projects on an as-needed basis </li></ul><p><strong>Risk Management </strong></p><ul><li>Identifying and managing risks to the family's wealth, including insurance and asset protection strategies.</li></ul><p><strong>Estate Planning </strong></p><ul><li>Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning.</li></ul><p><strong>Philanthropy </strong></p><ul><li>Managing charitable giving and setting up philanthropic foundations.</li></ul><p><strong>Legal and Compliance</strong> </p><ul><li>Ensuring that all family office activities comply with legal and regulatory requirements.</li></ul><p><strong>Financial Administration</strong> </p><ul><li>Overseeing day-to-day financial operations, bill payments, and cash flow management.</li><li>Coordinating with third-party providers </li><li>Preparing financial statements </li></ul><p><br></p> Headline VC Firm - Tax & Accounting Manager <p>Jeff Abrams is seeking a Tax and Fund Accounting Manager to join his client's team in Menlo Park, California. This role primarily involves managing and maintaining general ledgers, preparing financial statements, and coordinating with various service providers for audit and tax filings. Additionally, you will be expected to monitor cash positions, process investment capital calls and distributions, and respond to inquiries.</p><p><br></p><p>Responsibilities:</p><p>·      Maintain general ledgers for Funds and GP, including tasks such as recording quarterly expenses, accruals, intercompany transactions, investment activities, and partner allocations.</p><p>·      Prepare quarterly and annual financial reports, ensuring accuracy and compliance.</p><p>·      Collaborate with the finance team to ensure timely and precise audit and tax filings by coordinating with external service providers, researching complex tax and accounting matters, and supporting both internal and external audit and tax processes.</p><p>·      Oversee the cash flow management for assigned Funds, ensuring proper liquidity.</p><p>·      Manage and process capital calls and distributions for both Funds and Investments, ensuring accurate records and execution.</p><p>·      Review reporting packages prepared by Fund Admin Accountants, including capital calls and distributions, financial statements, and other partner-related documents.</p><p>·      Liaise with Investor Relations to address inquiries from limited partners effectively.</p><p><br></p><p>For immediate consideration please apply here AND contact Jeff Abrams via LinkedIn</p> Accounting Manager <p>·       Hands on accounting experience with G/L, A/P, A/R and Payroll </p><p>·       Must have inventory accounting experience – have anywhere form $5M to $6M at any time</p><p>·       Attention to detail is key here </p><p>·       Mas90 experience is a huge plus. Use Paychex for Payroll </p><p><br></p><p><strong>Essential Duties and Responsibilities:</strong> </p><p>o         Hands-on and oversees the day-to-day accounting operations, including accounts payable, accounts receivable, inventory, bank reconciliations and general ledger entries. </p><p>o         Hands-on involvement in inventory valuation and price management, including sales rep training on how to best use the system. </p><p>o         Prepare and file all sales tax returns across multiple states. </p><p>o         Prepare monthly financial statements, including balance sheets, income statements, and sales reports. </p><p>o         Prepare financial reports for outside CPA to file annual income tax and property tax returns. </p><p>o         Lead bi-annual physical inventory process across all locations. </p><p>o         Ensure compliance with all applicable accounting standards. </p><p>o         Assist with the audit process, as necessary. </p><p>o         Analyze financial data to identify trends, variances, and areas for improvement. </p><p>o         Implement and maintain strong internal controls over cash, inventory, and other assets. </p><p>o         Implement and maintain appropriate controls within accounting systems. </p><p><br></p> Senior Accountant, Wealth Management <p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Senior Accountant </p><p>Location: San Francisco 100% onsite </p><p>Salary: 85k-100k base salary + bonus </p><p> </p><p>About the Company: This company operates in the property management and real estate sector, ensuring meticulously maintained financial operations and reporting in a professional business environment. They also value compliance, budgeting, and interdepartmental coordination.</p><p> </p><p>Key Responsibilities:</p><ul><li>Monitor various aspects of financial operations and reporting including account payables and receivables, revenue, and expenses.</li><li>Participate in month-end close activities and prepare monthly financial reporting packages.</li><li>Review and monitor cash flow forecasts for multiple bank accounts and projects as needed.</li><li>Coordinate and prepare documentation for the annual tax returns on certain properties.</li><li>Work closely with the Property Management team in the preparation of annual budgeting.</li></ul><p> </p><p><br></p> Client Service Associate, Wealth Management <p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title: </strong>Client Service Associate</p><p><strong>Location: </strong>Los Gatos, CA (on-site with hybrid opportunity after ramp-up period)</p><p><strong>Salary: </strong>$60,000 - $90,000 base salary + bonus (commensurate with experience, education, and skills)</p><p> </p><p><strong>About the Company:</strong></p><p>A wealth management and financial planning firm based in Los Gatos, CA, this organization provides advanced planning and family office services to high-net-worth individuals and families. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as a key point of contact for clients, addressing inquiries, requests, and concerns promptly.</li><li>Assist with account openings, transfers, and maintenance while ensuring regulatory compliance.</li><li>Process client transactions, including withdrawals and deposits, accurately and efficiently.</li><li>Participate in firm-initiated projects such as data audits, fee audits, reporting audits, and tax package preparation.</li><li>Support firm marketing efforts, including newsletters, articles, social media posts, and webinars, and assist with client events.</li><li>Implement and enhance client service and experience initiatives while identifying opportunities to improve client relationships.</li><li>Stay updated on industry trends, regulatory changes, and market developments to better serve clients.</li></ul><p><br></p> Client Service Associate, Wealth Management <p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title: </strong>Client Service Associate</p><p><strong>Location: </strong>Los Gatos, CA (on-site with hybrid opportunity after ramp-up period)</p><p><strong>Salary: </strong>$60,000 - $90,000 base salary + bonus (commensurate with experience, education, and skills)</p><p> </p><p><strong>About the Company:</strong></p><p>A wealth management and financial planning firm based in Los Gatos, CA, this organization provides advanced planning and family office services to high-net-worth individuals and families. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as a key point of contact for clients, addressing inquiries, requests, and concerns promptly.</li><li>Assist with account openings, transfers, and maintenance while ensuring regulatory compliance.</li><li>Process client transactions, including withdrawals and deposits, accurately and efficiently.</li><li>Participate in firm-initiated projects such as data audits, fee audits, reporting audits, and tax package preparation.</li><li>Support firm marketing efforts, including newsletters, articles, social media posts, and webinars, and assist with client events.</li><li>Implement and enhance client service and experience initiatives while identifying opportunities to improve client relationships.</li><li>Stay updated on industry trends, regulatory changes, and market developments to better serve clients.</li></ul><p> </p><p><br></p> Lead Advisor - Holistic Financial Planning Firm <p>Jeff Abrams is partnering with a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay Area, California. The role involves providing comprehensive financial planning services, managing High Net Worth and Ultra High Net Worth client relationships, and working closely with internal stakeholders. This role will be a part of our team that focuses on maintaining strong client relations and handling client requests efficiently.</p><p><br></p><p>Responsibilities:</p><p>·      Serves as a Personal CFO for both existing and new clients, leading the client relationship by delivering an outstanding experience and crafting, executing, and managing wealth management strategies aligned with their passions and goals.</p><p>·      Utilizes internal and external resources to meet client objectives in areas such as Investment Management, Estate Planning, Tax Strategy, Risk Mitigation, and General Financial Planning.</p><p>·      Articulates our unique value proposition to potential clients, positioning us as their trusted financial advisor.</p><p>·      Proactively offers recommendations aligned with each client’s financial plan and Investment Policy Statement, while considering the broader strategic implications of their financial situation. Conducts research on investments, tax strategies, estate planning, and relevant regulations.</p><p>·      Provides expert advice on investment management, retirement planning, tax strategies, risk management, and estate planning, while educating clients on financial concepts and strategies to empower them to make well-informed decisions.</p><p><br></p><p>For immediate consideration please reach out to Jeff Abrams via LinkedIn</p> Financial Reporting Manager <p>Yuzo Shimura with Robert Half is in search of a Financial Reporting Manager to join his client's team in the Financial Services industry. The role involves guiding the daily operations of the Accounting department, ensuring precise and prompt processing of all departmental tasks. You will also play a key role in staff development, ensuring service provided to employees is both courteous and efficient.</p><p><br></p><p>Responsibilities: </p><p>• Develop written procedures to ensure operational efficiency and compliance with accounting activities within the organization.</p><p>• Act as mentor for employees by coaching and offering feedback to help improve performance.</p><p>• Supervise the preparation of general ledger and subledger account reconciliations by the Accounting staff, ensuring accounts are balanced and outstanding items are cleared within set deadlines.</p><p>• Assist with month-end processing, income and expense review, and financial statement preparation.</p><p>• Act as back-up for all Accounting desks including Accounts Payable, Fixed Assets, Investment Accounting.</p><p>• Assist in the review of the quarterly Call Report and preparation of financial information gathering for auditors, examiners, and regulators.</p><p>• Train and supervise the daily work of accounting employees, addressing questions, concerns, and assisting with job-related problems.</p><p>• Cross-train Accounting staff to ensure all positions are supported during vacations and illnesses and to promote employee growth and development.</p><p>• Assist with software upgrade reviewing and testing, and approve AP and GL posting batches.</p><p>• Assist with the sales and use tax filing to the State Board of Equalization.</p><p><br></p><p>If you are interested in this role, please reach out to Yuzo Shimura via LinkedIn</p> Chief Financial Officer, Fintech <p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Chief Financial Officer</p><p>Location: San Francisco (4-5 days in office)</p><p>Salary: 300k base salary + 30%-40% bonus + Equity </p><p> </p><p>About the Company: This start up SaaS firm provides application for asset managers, real estate investors, and alternative fund managers. </p><p> </p><p>Key Responsibilities:</p><ul><li>Gain a deep understanding of the business and execute the annual budget cycle.</li><li>Create profit and loss statements for the company's various product lines and identify budget variances.</li><li>Prepare presentation of financial information for company and board meetings.</li><li>Maintain cash forecast and sync the model with the consolidated budget.</li><li>Create reports and dashboards that will help leaders track inefficiencies, gaps, and opportunities.</li></ul><p> </p> Accounting Manager <p>We are offering an exciting opportunity for an Accounting Manager with a healthcare provider based in Alameda, California. This role will involve overseeing accounting operations, managing financial software systems, and ensuring the accuracy of billing functions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Develop and implement policies and tools for strong processes, communication, and workflow across teams.</li><li>Review and approve adjusting journal entries and account reconciliations.</li><li>Prepare, review, and analyze financial statements for GAAP compliance and accuracy including researching and providing technical accounting insight for relevant issues</li><li>Support financial audits with federal, state, and external CPA audits.</li><li>Monitor and improve department workflow for greater efficiency while maintaining accuracy.</li><li>Ensure financial reporting deadlines are met and assist in meeting tax, reporting, and audit requirements.</li><li>Supervise, interview, hire, and train employees; manage work assignments, performance evaluations, and employee issues.</li><li>Assess performance and recommend training to maintain high staff skill levels.</li></ul> Chief Financial Officer, SaaS Start Up <p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Chief Financial Officer</p><p>Location: San Francisco (onsite 4-5 days a week) </p><p>Salary: 300k base salary + 30%-40% bonus + Equity </p><p> </p><p>About the Company: This start up SaaS firm provides application for asset managers, real estate investors, and alternative fund managers. </p><p> </p><p>Key Responsibilities:</p><ul><li>Gain a deep understanding of the business and execute the annual budget cycle.</li><li>Create profit and loss statements for the company's various product lines and identify budget variances.</li><li>Prepare presentation of financial information for company and board meetings.</li><li>Maintain cash forecast and sync the model with the consolidated budget.</li><li>Create reports and dashboards that will help leaders track inefficiencies, gaps, and opportunities.</li></ul><p><br></p>
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