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67 results for Private Family Office Senior Accounting Manager in San Francisco, CA

Technical Accounting Manager
  • Menlo Park, CA
  • onsite
  • Temporary
  • 80.00 - 100.00 USD / Hourly
  • We are looking for a highly skilled Technical Accounting Manager to join our team on a long-term contract basis in Menlo Park, California. In this role, you will leverage your expertise in technical accounting and external reporting to support critical functions such as internal controls, debt and equity accounting, and regulatory compliance. This position offers an exciting opportunity to work in a dynamic environment, contributing to the organization's readiness as it transitions to public company standards.<br><br>Responsibilities:<br>• Develop and document internal controls related to debt instruments, ensuring compliance with relevant accounting standards.<br>• Review and validate third-party valuation reports, verifying assumptions and fair value adjustments for accuracy.<br>• Manage the accounting and reporting of warrant liabilities, including quarterly valuations and compliance with applicable regulations.<br>• Oversee stock-based compensation processes, aligning valuation models and accounting treatments with industry standards.<br>• Assist in the preparation and review of quarterly and annual regulatory filings, ensuring compliance with all reporting requirements.<br>• Collaborate with external auditors and valuation specialists to ensure audit readiness and adherence to technical accounting guidelines.<br>• Contribute to the evaluation and implementation of external reporting platforms to streamline reporting processes.<br>• Strengthen technical accounting documentation and provide support for internal and external audits.<br>• Ensure the accuracy and consistency of financial statement disclosures related to debt, equity, and warrants.<br>• Partner with cross-functional teams to enhance financial reporting processes and maintain compliance with evolving standards.
  • 2025-10-27T18:19:04Z
Controller for Family Office
  • Marin, CA
  • remote
  • Permanent
  • 250000.00 - 300000.00 USD / Yearly
  • <p><strong>Job Title: CFO for Family Office </strong></p><p><strong>Location: Marin; 3 days in office</strong></p><p><strong>Salary: $250-300k(DOE) + bonus + benefits </strong></p><p><strong> </strong></p><p><strong>About the Role:</strong></p><p><strong>A newly established family office is seeking a hands-on and driven CFO — their first dedicated finance hire. This is a unique opportunity to build the finance function from the ground up, offering strong growth potential for the right candidate. We are open to individuals at the Controller to junior CFO level who are excited to grow alongside the organization.</strong></p><p><strong> </strong></p><p><strong>Key Responsibilities:</strong></p><ul><li>Set up and manage bill pay systems and processes.</li><li>Build and maintain a comprehensive chart of accounts.</li><li>Develop and monitor budgets to support capital planning, spending oversight, and strategic decision-making.</li><li>Oversee payroll administration, employee reimbursements, and related financial operations.</li><li>Ensure accuracy, consistency, and completeness of all financial records and reporting.</li><li>Implement systems, processes, and controls to support the evolving needs of the office.</li><li>Act as a trusted financial advisor to the principals, offering insights to support informed financial and operational decisions.</li></ul><p><br></p>
  • 2025-10-24T22:18:58Z
Manager, Cost Accounting
  • South San Francisco, CA
  • onsite
  • Permanent
  • 180000.00 - 220000.00 USD / Yearly
  • <p>We are looking for a skilled Senior Finance Manager to lead and optimize cost accounting processes within our organization. This role is based in South San Francisco, California, and focuses on ensuring the accuracy of manufacturing cost data, standard cost accounting, and cost analysis. The ideal candidate will have a strong background in cost accounting principles and a commitment to delivering actionable financial insights.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Partner with Accounting, Operations/CLIA Lab, IT, and Facilities to deliver cost accounting solutions.</li><li>Lead COGS modeling, reviews, and tracking against performance targets.</li><li>Oversee product costing, standard cost set-up, forecasts, budgets, and variance analysis.</li><li>Provide financial guidance and challenge assumptions in planning/budgeting processes.</li><li>Manage monthly/quarterly close of COGS and inventory, including journal entries and SOX/audit schedules.</li><li>Review inventory for excess/obsolete reserves with Operations and Supply Chain.</li><li>Collaborate on process improvements, controls, and SOX compliance for accurate inventory data.</li><li>Analyze standard vs. actual costs (materials, labor, overhead) and resolve root causes.</li><li>Develop cost methodologies for materials, labor, and overhead per GAAP.</li><li>Support ERP/FP& A tool initiatives and ensure accurate NetSuite cost data.</li><li>Drive financial aspects of product launch with focus on cost.</li><li>Deliver high-value financial analysis to guide investments, cost savings, and risk mitigation.</li><li>Identify and implement efficiencies in company-wide planning processes.</li><li>Handle ad-hoc financial requests as needed.</li></ul>
  • 2025-10-03T16:38:41Z
Accounting Manager
  • Rutherford, CA
  • onsite
  • Permanent
  • 125000.00 - 140000.00 USD / Yearly
  • We are looking for an experienced Accounting Manager to oversee financial operations and reporting for our organization in Rutherford, California. This role requires someone with a strong attention to detail who can lead accounting processes while providing strategic insights to support business decisions. The ideal candidate will bring proven leadership skills and a strong background in financial management.<br><br>Responsibilities:<br>• Oversee and ensure timely completion of monthly and quarterly financial close processes.<br>• Manage the preparation of financial statements, including balance sheets, income statements, and departmental expense summaries.<br>• Provide leadership and guidance to accounting staff, fostering their development and ensuring high-quality execution of tasks.<br>• Review and approve journal entries, account reconciliations, and general ledger postings for accuracy and consistency.<br>• Analyze inventory costing for discrepancies and report notable trends or variances to management.<br>• Collaborate on the development of annual budgets, including farming activity budgets, and provide detailed analysis.<br>• Assist with tax-related tasks, including income analysis, shareholder distributions, and coordination for tax returns.<br>• Support external audits and ensure accurate data for annual tax filings.<br>• Partner with the Controller and other business leaders to deliver timely financial data and analysis for informed decision-making.<br>• Monitor accounts payable and accounts receivable processes to ensure proper coding and documentation approvals.
  • 2025-10-17T15:33:46Z
Assistant Fund Controller - Innovated Private Equity Firm
  • Menlo Park, CA
  • onsite
  • Permanent
  • 160000.00 - 200000.00 USD / Yearly
  • <p><strong>Assistant Fund Controller</strong></p><p>Are you a detail-oriented finance professional with a strong foundation in fund accounting and a passion for private equity? This is a high-impact opportunity to join a top-tier investment firm focused on scaling innovative software and tech-enabled businesses. You’ll play a central role in managing fund operations, collaborating with senior leadership, and driving financial excellence across the organization.</p><p><br></p><p><strong>About the Role</strong></p><p>As Assistant Fund Controller, you’ll take ownership of key finance and accounting functions, working closely with the Principal of Finance, CFO, fund administrators, and portfolio company teams. This role is ideal for someone with a mix of public and private experience, especially in VC or PE environments, who thrives in a fast-paced, collaborative setting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and review work of outsourced fund administrators.</li><li>Maintain general ledgers and perform monthly closings, including reconciliations of bank, intercompany, investment, and partners’ capital accounts.</li><li>Prepare financial statements and quarterly investor reporting packages, including allocations and investment roll forwards.</li><li>Support quarterly valuations, audits, and tax-related reviews (K-1s, Forms 1042/8804, federal/state filings).</li><li>Oversee capital calls and distributions.</li><li>Assist with SEC compliance and reporting.</li><li>Collaborate with FP& A on portfolio dashboards and special projects.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-10-20T22:58:41Z
Billing Manager
  • San Francisco, California, United States, CA
  • onsite
  • Permanent
  • 70000.00 - 85000.00 USD / Yearly
  • <p><strong>Natalie Lue with Robert Half is recruiting for an Billing Manager . This is a full-time permanent role based in San Francisco.</strong></p><p><br></p><p>We are seeking an experienced and detail-oriented Billing Manager to oversee the day-to-day student billing and account management operations in a higher education environment. This role is responsible for ensuring tuition, fees, and other charges are accurately and promptly billed, maintaining student financial account records, and providing exceptional customer service to students and their families. The focus of this position is primarily transactional, centered on billing cycles, account updates, and compliance, with some involvement in system administration or policy development</p><p><br></p><p>This role offers a great opportunity for professionals with strong accounts receivable experience, and a dedication to accuracy and customer service. Join a close-knit team and help make a positive impact in higher education operations.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Generate and distribute tuition and fee bills each term.</li><li>Post charges, adjustments, payments, and credits to student accounts.</li><li>Administer student payment plans and monitor compliance.</li><li>Process refunds in accordance with Title IV and institutional requirements.</li><li>Respond to inquiries from students and families regarding billing, balances, and payment options.</li><li>Provide reminders for upcoming due dates and assist with past-due account follow-up.</li><li>Collaborate with Financial Aid and Registrar teams to ensure account accuracy.</li><li>Assist with reconciliations between student accounts, the general ledger, and the financial aid office.</li><li>Maintain current knowledge of billing policies and procedures specific to higher education.</li><li>Prepare routine reports, including aging, balances, and payment plan statuses.</li><li>Perform other duties as assigned.</li></ul><p><br></p><p><strong>*Contact <u>Natalie Lue via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-10-31T23:28:40Z
Head of Finance and Operations
  • San Francisco, California, United States, CA
  • remote
  • Permanent
  • 225000.00 - 300000.00 USD / Yearly
  • <p>Jennifer Fukumae with <strong>Robert Half’s Finance & Accounting Division</strong> is partnering with a <strong>rapidly growing venture capital firm</strong> focused on investing in technology-driven companies that are transforming traditional industries. The firm manages over <strong>$1.5 billion in AUM across multiple funds</strong> and continues to scale with new fund launches, a strong LP base, and top-decile performance.</p><p><br></p><p>This is an exciting time to join a firm that is redefining how software and automation enhance real-world industries. Since its founding in 2017, the team has built a reputation for excellence, assembling a world-class group of investors and operators who bring both rigor and creativity to the investment process. With strong early performance across funds and continued momentum, the firm is poised for its next phase of growth — building a diversified, enduring investing platform focused on technology and innovation. To support its continued growth and institutionalization, the firm is seeking a <strong>Head of Finance & Operations</strong> who will take full ownership of all finance, accounting, operations, and back-office functions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all aspects of fund and management company finance, accounting, and reporting.</li><li>Partner with Investor Relations and Capital Formation on fund structures, investor reporting, and LP communications.</li><li>Collaborate with the investment team on deal execution, legal coordination, and operational due diligence.</li><li>Maintain and enhance firmwide operations, compliance, and internal controls.</li><li>Partner with Technology and Data teams to leverage automation and improve workflow efficiency.</li><li>Lead and develop a growing finance and operations team.</li></ul><p><br></p>
  • 2025-10-24T22:34:19Z
Finance Manager
  • San Francisco, CA
  • onsite
  • Permanent
  • 90000.00 - 125000.00 USD / Yearly
  • <p><strong>Natalie Lue with Robert Half is recruiting for a Finance Manager. This is a full-time permanent role based in San Francisco with a hybrid/onsite schedule.</strong></p><p><br></p><p>We are looking for a skilled Finance Manager to join our team in San Francisco, California. This role involves overseeing critical financial operations, including billing, collections, and accounting processes, while ensuring compliance and accuracy. The ideal candidate will bring expertise in law firm accounting and a proactive approach to managing financial workflows.</p><p><br></p><p>This is an opportunity to join a growing firm with a solid approach to company culture, diversity, and family balance.</p><p><br></p><p>Responsibilities:</p><p>• Lead and supervise billing operations to ensure timely and accurate invoicing.</p><p>• Manage and direct collections activities, focusing on effective resolution and client satisfaction.</p><p>• Oversee Client Trust account transactions, including receipt processing and disbursements.</p><p>• Handle accounts receivable and accounts payable functions with precision and adherence to policies.</p><p>• Maintain detailed and accurate Client Trust account records.</p><p>• Prepare comprehensive financial reports on billing and collections, ensuring data integrity.</p><p>• Conduct vendor sanction checks in alignment with compliance standards.</p><p>• Utilize advanced Excel features to create formulas, functions, and process large datasets.</p><p>• Collaborate with the Director of Finance to align budgets, billing strategies, and collection goals.</p><p><br></p><p><strong>*Contact <u>Natalie Lue via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-10-31T23:34:21Z
Tax Director/Manager - Corporate
  • Oakland, CA
  • onsite
  • Permanent
  • 200000.00 - 220000.00 USD / Yearly
  • <p>We are looking for a skilled and detail-oriented Tax Director/Manager to join our team in Oakland, California. In this role, you will provide leadership and expertise in corporate tax compliance, income tax provisions, and related processes. Working within a collaborative and dynamic environment, you’ll play a vital role in ensuring the organization’s tax operations are efficient and fully compliant with regulatory standards. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Maintain integrity and accessibility of tax-sensitive data throughout the entire tax lifecycle</li><li>Conduct in-depth reviews of key tax processes to identify and implement optimal solutions in the new environment</li><li>Collaborate with tax teams to design accurate, well-controlled tax data, analytics, and automation processes</li><li>Ensure seamless integration with PowerPlan tax modules and other core tax systems</li><li>Create workshop materials to educate SMEs and support informed decision-making</li><li>Co-lead and facilitate workshops with SI Partner, ensuring focus and alignment</li><li>Document and critically review deliverable content for accuracy and quality</li><li>Support the development and review of test scenarios and test scripts</li><li>Act as SME in cross-functional workshops to confirm tax requirements and assess integration impacts</li><li>Anticipate challenges and proactively develop innovative solutions</li><li>Contribute to benchmarking efforts, including industry sessions and conferences, to share and adopt best practices</li></ul>
  • 2025-10-01T15:58:42Z
Sales Tax Manager
  • Burlingame, CA
  • remote
  • Temporary
  • 55.41 - 64.16 USD / Hourly
  • We are looking for an experienced Sales Tax Manager to join our team in Burlingame, California, on a long-term contract basis. This role involves conducting a comprehensive sales tax feasibility study for various products, with a focus on software as a service (SaaS) and subscription billing. The ideal candidate will bring extensive expertise in sales tax and a strong familiarity with NetSuite.<br><br>Responsibilities:<br>• Conduct a thorough sales tax feasibility study for a range of products, focusing on SaaS and subscription billing models.<br>• Analyze and interpret tax laws and regulations to ensure compliance with applicable sales tax requirements.<br>• Prepare and review sales tax returns, ensuring accuracy and adherence to deadlines.<br>• Collaborate with internal teams to address sales tax implications for new and existing products.<br>• Provide expert guidance on sales tax matters, including entity formation and corporate tax compliance.<br>• Utilize NetSuite to manage and analyze sales tax data effectively.<br>• Develop and implement processes to streamline sales tax reporting and compliance.<br>• Monitor changes in tax laws and regulations to assess potential impacts on the business.<br>• Support the preparation of annual income tax provisions and corporate tax returns.<br>• Work closely with external consultants or auditors during reviews or audits of sales tax processes.
  • 2025-10-28T17:04:55Z
Associate Director of Operations - Emerging Wealth Adv. Firm
  • San Francisco, CA
  • onsite
  • Permanent
  • 130000.00 - 160000.00 USD / Yearly
  • <p><strong>Associate Director of Operations</strong></p><p>Are you a strategic operations leader with a passion for precision, process improvement, and team development? Join a fast-paced, high-performing investment advisory firm that values initiative, collaboration, and continuous growth.</p><p><br></p><p><strong>About the Role</strong></p><p>This is a unique opportunity to lead operational excellence in a dynamic environment serving individuals, families, and institutional clients. As Associate Director of Operations, you’ll manage a talented client service team, optimize workflows, and ensure seamless coordination across investment operations, reporting, and compliance.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and mentor a team of four Client Service professionals, ensuring high-quality client support.</li><li>Coordinate with multiple custodians and external data providers to maintain operational integrity.</li><li>Allocate team resources across multiple advisor locations and prioritize requests effectively.</li><li>Oversee daily, monthly, quarterly, and annual transactions and processes with accuracy and timeliness.</li><li>Partner with senior leadership to refine and implement processes for client onboarding, maintenance, CRM workflows, and investment reconciliation.</li><li>Collaborate with the Reporting team to deliver timely and accurate client data.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Highly competitive compensation package.</li><li>Potential for equity stake after three years of service.</li><li>Full individual healthcare and dental coverage.</li><li>401(k) with generous profit-sharing contributions (up to 5% of total compensation).</li><li>15 days paid time off (increasing with tenure) + 10 paid holidays.</li><li>Gym membership stipend and commuter benefits.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-10-20T22:53:45Z
Tax Analyst/Manager/Director
  • San Jose, CA
  • onsite
  • Permanent
  • 180000.00 - 225000.00 USD / Yearly
  • <p>We’re hiring! We're seeking a <strong>Senior Tax Professional</strong> to manage complex returns and strategic planning for high-net-worth individuals and trusts in our client’s San Jose office.</p><p>This role offers onsite work during tax season with remote flexibility afterward.</p><p>Generous compensation package and perks! If you're a licensed CPA or EA with 10+ years of experience, let’s connect!</p><p>Contact Gary Daum at Robert Half.</p>
  • 2025-10-01T23:44:19Z
Controller
  • San Francisco, CA
  • onsite
  • Permanent
  • 190000.00 - 220000.00 USD / Yearly
  • <p>We are looking for a meticulous Controller to oversee document management processes and ensure the accurate compilation and scanning of essential records. This role requires someone who is highly attentive to detail, skilled in maintaining organized systems, and capable of ensuring compliance with documentation standards. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Leadership:</strong> Lead the Accounting Department, collaborate with management, and keep partners informed to ensure financial services meet expectations.</p><p><strong>Supervision:</strong> Oversee Accounting Manager and staff, drive process improvements, ensure fair policy implementation, hold team meetings, and support a positive, productive work environment.</p><p><strong>Financial Management:</strong> Manage budgets, revenue models, and reporting systems. Review statements, monitor variances, control costs, and oversee cash flow, credit lines, and loans.</p><p><strong>Partnership Accounting & Taxes:</strong> Handle partnership tax submissions, work papers, partner capital accounts, and quarterly/annual tax schedules.</p><p><strong>Retirement Plans:</strong> Coordinate with HR and leadership on retirement plan financials; assist with committee meetings.</p><p><strong>Banking:</strong> Maintain bank relationships, oversee daily banking activity, account transfers, and system administration for banking programs.</p><p><strong>Policy & Controls:</strong> Safeguard firm assets, enforce accounting policies, and recommend improvements.</p><p><strong>Other Duties:</strong> Prepare tax filings, provide data for partner compensation, track industry trends, and support additional assigned projects.</p>
  • 2025-10-10T15:23:45Z
Director/Manager Financial Reporting
  • Fremont, CA
  • onsite
  • Permanent
  • 180000.00 - 220000.00 USD / Yearly
  • We are looking for an experienced Director/Manager of Financial Reporting to lead and enhance our global financial operations in Fremont, California. This high-impact role demands a strategic thinker capable of driving financial planning, analysis, and reporting for an international organization. The ideal candidate will collaborate closely with senior leadership, ensuring compliance with international and domestic financial standards while contributing to the company's continued growth.<br><br>Responsibilities:<br>• Oversee and manage financial reporting processes, ensuring accuracy and compliance with both GAAP and IFRS standards.<br>• Lead SEC reporting functions, including filing and documentation of financial statements and disclosures.<br>• Collaborate with global teams to align financial reporting practices across international operations.<br>• Drive the preparation of annual financial reports, including EPS and other performance metrics.<br>• Ensure timely and accurate submission of regulatory filings while maintaining adherence to governance policies.<br>• Partner with senior leadership to analyze financial performance and provide actionable insights for strategic decision-making.<br>• Implement and maintain robust financial controls to support organizational growth and mitigate risks.<br>• Manage relationships with external auditors and regulatory bodies to ensure seamless audits and compliance.<br>• Contribute to the development and execution of financial strategies that support the company’s long-term objectives.<br>• Train and mentor team members on financial reporting standards and best practices.
  • 2025-10-29T01:54:05Z
Assistant Controller at Leading Private Equity Firm
  • Menlo Park, CA
  • onsite
  • Permanent
  • 150000.00 - 200000.00 USD / Yearly
  • <p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Assistant Controller </strong>at a <strong>Prominent Private Equity Firm</strong>. This is a full-time permanent role based in <strong>San Mateo </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm is driving growth and transformation in the software, data, and analytics space. This is a high-impact opportunity to work closely with senior leadership in a fast-paced, collaborative environment where your expertise in finance and accounting will directly contribute to scaling businesses and creating lasting value.</p><p> </p><p>You’ll be at the heart of the fund’s operations, working alongside principals, the CFO, and portfolio teams. From hands-on accounting to strategic reporting, you’ll gain exposure to complex investment structures and high-profile projects while being part of a culture that values collaboration, innovation, and professional growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee and review work of fund administrators for outsourced funds.</li><li>Maintain internal fund general ledgers and manage monthly closings, including reconciliations for bank accounts, intercompany balances, investments, and partner capital.</li><li>Prepare financial statements and quarterly investor reporting packages, including allocations and investment roll forwards.</li><li>Assist with quarterly valuations, audits, and tax-related reviews (K-1s, Forms 1042/8804, federal/state filings).</li><li>Support SEC compliance and reporting requirements.</li><li>Manage partner capital calls and distributions.</li><li>Collaborate with FP& A on portfolio dashboards.</li><li>Lead special projects across the firm and portfolio companies as needed.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-10-18T01:53:53Z
Head of Finance & Operations - Prestigious VC Firm
  • San Francisco, CA
  • onsite
  • Permanent
  • 225000.00 - 300000.00 USD / Yearly
  • <p><strong>Head of Finance & Operations – Venture Capital Platform</strong></p><p>A dynamic and rapidly growing investment firm is seeking a strategic, hands-on <strong>Head of Finance & Operations</strong> to lead and scale its financial and operational infrastructure. Reporting directly to the COO, this high-impact leadership role offers a clear path to CFO and the opportunity to shape the future of a thriving venture capital platform.</p><p><br></p><p><strong>About the Role</strong></p><p>This is a unique opportunity for a finance leader with deep experience in venture capital, private equity, or fund administration. You’ll be instrumental in building the systems, processes, and teams that support a fast-paced, entrepreneurial environment. If you're energized by growth and ready to lead with vision and precision, we’d love to meet you.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all financial operations across investment funds, GP entities, and the management company.</li><li>Lead fund accounting, audits, investor reporting, and regulatory compliance.</li><li>Collaborate with Investor Relations on fund structuring and LP communications.</li><li>Support deal execution and liaise with legal counsel on transaction matters.</li><li>Champion technology and data initiatives to enhance financial systems and reporting capabilities.</li><li>Mentor and develop finance team members as the firm continues to scale.</li></ul><p><strong>Let’s Connect</strong></p><p>If this opportunity aligns with your experience and aspirations, I’d love to hear from you. Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — let’s explore how this role could be the next exciting chapter in your career.</p>
  • 2025-10-29T22:53:51Z
Tax Manager - Public
  • San Rafael, CA
  • onsite
  • Permanent
  • 150000.00 - 190000.00 USD / Yearly
  • <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>
  • 2025-10-31T13:34:20Z
Assistant Controller at Private Equity Real Estate Firm
  • San Francisco, CA
  • remote
  • Permanent
  • 150000.00 - 200000.00 USD / Yearly
  • <p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Assistant Controller </strong>at a <strong>Thriving Real Estate Investment Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Step into a role where your work drives real impact in multifamily real estate. Join a small, collaborative team and gain broad exposure across the business while contributing to its growth. Take ownership, make a difference, and grow professionally all with a competitive salary, full benefits, and a supportive culture.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund and property accounting reviews, audits, and financial statements.</li><li>Conduct quarterly property financial reviews and ensure LPA compliance.</li><li>Prepare and improve reporting for management and investors, including KPI dashboards.</li><li>Support cash flow forecasting and liquidity planning.</li><li>Collaborate with fund administration teams on processes and deliverables.</li><li>Oversee financials for acquisitions and post-closing prorations.</li><li>Lead system implementations and streamline processes.</li><li>Maintain financial policies and assist with treasury management.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-10-27T21:18:54Z
CFO
  • Sunnyvale, CA
  • onsite
  • Permanent
  • 250000.00 - 300000.00 USD / Yearly
  • <p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
  • 2025-10-28T15:28:43Z
Assistant Fund Controller - Hybrid
  • Menlo Park, CA
  • remote
  • Permanent
  • 160000.00 - 200000.00 USD / Yearly
  • <p>Jennifer Fukumae with <strong>Robert Half’s Finance & Accounting Division</strong> is partnering with a <strong>top-tier private equity firm</strong> focused on fueling innovation across the software, data, and analytics sectors. As the firm continues to expand its platform and portfolio, it is seeking an <strong>Assistant Fund Controller</strong> to join its growing finance team.</p><p><br></p><p><strong>About the Firm</strong></p><p>This private equity firm partners with management teams to build and scale market-leading, technology-driven businesses. The firm takes a collaborative, data-informed approach to value creation and has developed a strong reputation for delivering consistent results across its funds. Known for its integrity, innovative mindset, and operational excellence, the firm offers a dynamic environment where talented professionals can make a meaningful impact.</p><p><br></p><p><strong>The Opportunity</strong></p><p>This is a high-impact role offering direct exposure to senior leadership, portfolio company executives, and the full investment lifecycle. The Assistant Fund Controller will work closely with the CFO, fund administrators, and investment teams to ensure the firm’s financial operations, reporting, and compliance processes are executed with precision.</p><p>The position is ideal for a CPA with a Big 4 foundation and hands-on experience in private equity or fund accounting who thrives in a fast-paced, collaborative, and entrepreneurial setting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and review deliverables prepared by third-party fund administrators.</li><li>Maintain general ledgers for internal funds; perform monthly closings and account reconciliations (bank, intercompany, investment, and partners’ capital).</li><li>Prepare financial statements and quarterly investor reporting packages in accordance with LP agreements.</li><li>Support quarterly valuations, annual audits, and tax processes, including K-1s and federal/state filings.</li><li>Ensure adherence to SEC compliance and fund-level reporting requirements.</li><li>Oversee partner capital calls, distributions, and related correspondence.</li><li>Partner with FP& A and investment teams on portfolio dashboards and performance metrics.</li><li>Contribute to strategic finance projects supporting both firm-level and portfolio company initiatives.</li></ul>
  • 2025-10-24T22:53:45Z
Tax Manager - Public
  • San Jose, CA
  • onsite
  • Permanent
  • 120000.00 - 150000.00 USD / Yearly
  • We are offering an exciting opportunity for a Tax Manager - Public in San Jose, California. This role operates within the industry, executing tasks related to tax management in a public accounting environment. <br><br>Responsibilities:<br>• Oversee the preparation and review of corporate, partnership, LLC, trust, and HNW individual tax returns.<br>• Provide leadership and manage a team, ensuring efficient operations.<br>• Work closely with clients to address and resolve their inquiries and issues related to tax.<br>• Maintain CPA status in good standing and stay updated with the latest industry trends and regulations.<br>• Handle the preparation and review of audited financial statements.<br>• Manage annual income tax provision activities.<br>• Implement strategies to optimize tax processes and ensure compliance with laws and regulations.<br>• Maintain a flexible work schedule, particularly during the busy season.<br>• Foster a positive and collaborative work environment, promoting teamwork.<br>• Ensure the accuracy and integrity of all tax data and records.
  • 2025-10-09T15:09:13Z
Internal Audit Manager
  • San Francisco, CA
  • onsite
  • Temporary
  • 79.16 - 91.66 USD / Hourly
  • We are looking for an experienced Internal Audit Manager to join our team in San Francisco, California. In this long-term contract role, you will play a key part in overseeing audit programs and ensuring compliance within the banking industry. This position requires an individual with extensive experience in internal auditing and a deep understanding of financial regulations.<br><br>Responsibilities:<br>• Develop, implement, and manage comprehensive audit plans tailored to the needs of the banking sector.<br>• Collaborate with audit committees to provide insights and recommendations based on findings.<br>• Conduct thorough evaluations of internal controls and processes to ensure compliance with industry standards and regulations.<br>• Utilize frameworks such as COBIT to assess and improve information systems governance.<br>• Review and analyze banking and finance laws to ensure organizational adherence to legal requirements.<br>• Supervise audit programs to maintain operational efficiency and mitigate risks.<br>• Provide leadership and guidance to audit teams, fostering a culture of accuracy and accountability.<br>• Prepare detailed reports summarizing audit results and present findings to senior management.<br>• Monitor industry trends and regulatory changes to adapt audit strategies accordingly.
  • 2025-10-28T17:04:55Z
Assistant Controller - Private Equity Firm
  • San Francisco, California, United States, CA
  • remote
  • Permanent
  • 125000.00 - 150000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae </strong>with Robert Half's Finance and Accounting is partnering with a<strong> top-tier private equity firm </strong>focused on fueling innovation within the software, data, and analytics sectors is seeking an <strong>Assistant Fund Controlle</strong>r to join its growing finance team.</p><p> This is a high-impact role working closely with the CFO, fund administrators, and portfolio company leadership. The position is ideal for a CPA with a Big 4 foundation and hands-on experience in private equity or fund accounting who thrives in a fast-paced, collaborative environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and review work performed by third-party fund administrators.</li><li>Maintain general ledgers for internal funds; perform monthly closings and reconciliations (bank, intercompany, investment, and partners’ capital accounts).</li><li>Prepare financial statements and quarterly investor reporting packages in accordance with LP agreements.</li><li>Assist with quarterly valuations, annual audits, and tax reviews (K-1s, Forms 1042/8804, federal and state filings).</li><li>Support SEC compliance and fund-level reporting requirements.</li><li>Oversee partner capital calls, distributions, and related correspondence.</li><li>Collaborate with FP& A and investment teams on portfolio dashboards and performance analysis.</li><li>Participate in ad hoc and strategic finance projects for both the firm and portfolio companies.</li></ul><p><br></p>
  • 2025-10-24T22:14:13Z
Controller
  • Palo Alto, CA
  • onsite
  • Permanent
  • 150000.00 - 250000.00 USD / Yearly
  • <p><strong>Assistant Controller – Venture Capital</strong></p><p>&#128205; Palo Alto, CA | Hybrid / <strong>Remote Option</strong></p><p>&#128176; $150–180k base + Bonus + Carry Potential</p><p> </p><p>&#128233; <strong>Interested in learning more?</strong></p><p>Reach out to <strong>Jennifer Fukumae on LinkedIn</strong> for a conversation and apply directly.</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with an established and growing venture capital firm based in Palo Alto that is seeking an <strong>Assistant Controller</strong> to support and help scale its internal finance function. With over $500M in assets under management across four active funds—and a fifth fund launching soon—this is a critical hire as the firm prepares for its next phase of growth.</p><p> </p><p><strong>About the Role:</strong></p><p>This is a hands-on position for a finance professional with strong fund accounting experience who is ready to take on a high-impact role. Reporting directly to the Founding Partner, the Assistant Controller will work as the key internal finance resource—supporting fund operations and managing relationships with external vendors including the fund administrator, tax advisors, auditors, and a fractional CFO.</p><p>This is an excellent opportunity for someone who thrives in a lean, entrepreneurial environment and is eager to grow with the firm by refining systems, supporting infrastructure development, and playing an integral part in future fundraising cycles.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Support all fund and management company accounting</li><li>Assist with audits and tax processes alongside external providers</li><li>Help maintain reporting to LPs, including capital calls and distributions</li><li>Monitor cash flow and support capital planning across entities</li><li>Contribute to the buildout of internal financial controls and processes</li><li>Prepare internal financial reports and LP-facing dashboards</li><li>Assist in fund modeling, valuations, and fundraising preparation</li><li>Partner closely with the Founder and leadership team on strategic initiatives</li></ul>
  • 2025-10-10T13:44:03Z
CFO
  • Oakland, CA
  • onsite
  • Permanent
  • 225000.00 - 250000.00 USD / Yearly
  • <p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p>
  • 2025-10-17T15:33:46Z
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