<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</p><p><br></p><p>SR. FINANCIAL ANALYST - hybrid role of finance and some accounting</p><p><br></p><p>Responsibilities:</p><p>Perform highly specialized and complex financial analysis, budget analysis, and </p><p>related fiscal functions for a large and diverse hospital service line/department or is </p><p>responsible for coordinating a major budget/financial analysis program in the Hospital </p><p>Finance Department. Duties include financial planning, forecasting and modeling, </p><p>budget development, performance monitoring and management reporting. Prepare</p><p>and provide complex analysis for special and high-level reports for review at the </p><p>executive level. Track expenses for various cost centers. </p><p>Provide leadership in the fiscal planning process and recommends </p><p>process improvements. </p><p><br></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>
<p>We are looking for a meticulous Accounting Manager/Supervisor to lead our accounting team in Solano County, California. In this role, you will oversee critical financial operations, ensure compliance with regulations, and drive process improvements to optimize workflows. This position offers an excellent opportunity for individuals with strong leadership skills and auditing expertise to advance their careers in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage daily accounting operations, including financial reporting, budgeting, and forecasting.</p><p>• Ensure compliance with internal controls and regulatory standards while mitigating financial risks.</p><p>• Lead the accounting team by mentoring staff, conducting training sessions, and fostering skill development.</p><p>• Oversee month-end and year-end closing processes to ensure accuracy and timeliness.</p><p>• Collaborate with external auditors, vendors, and stakeholders to maintain smooth operational relationships.</p><p>• Leverage auditing experience to manage internal and external audit requirements effectively.</p><p>• Identify inefficiencies and implement process improvements to enhance accounting workflows.</p><p>• Participate in department-specific projects such as system upgrades, documentation, and financial integrations.</p>
<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>
<p>Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!</p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)</p><p>-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise</p><p>-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)</p><p>-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues</p><p><br></p><p>Requirements:</p><p>-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred </p><p>-Experience with high net worth individual tax, partnership, trust, estate tax</p><p>-Strong supervisor experience (will manage 3 staff)</p><p>-Excellent communication and client relationship skills</p>
<p>We are looking for a Senior Tax Manager to oversee corporate tax compliance and annual income tax provisions for our organization in Fremont, California. This role requires a strategic thinker who can ensure regulatory adherence while optimizing tax-related processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate and oversee U.S. federal, state, and international income tax returns prepared by external firms</li><li>Support quarterly and annual global tax provisions for the Japanese parent company</li><li>Collaborate with finance and accounting teams in the U.S. and India</li><li>Manage U.S. sales tax, VAT, and GST filings</li><li>Review transfer pricing calculations and intercompany arrangements on a quarterly/annual basis</li><li>Assist accounting with annual statutory tax provision reviews</li><li>Lead U.S. federal, state, and international tax planning and implement tax strategies</li><li>Manage responses to IRS, state, and international audits and notices</li><li>Stay current with tax legislation and update practices accordingly</li><li>Provide cross-functional support and assist with special projects as needed</li></ul>
We are looking for a highly experienced Family Office CFO to oversee the establishment and management of a family office for a high-net-worth individual. This role requires an experienced and detail-oriented individual with deep expertise in financial strategies, tax accounting, and family office operations. This is a long-term contract position based in San Francisco, California.<br><br>Responsibilities:<br>• Lead the setup and operational framework of a family office for a high-net-worth individual.<br>• Conduct thorough cash flow analysis to ensure financial stability and optimization.<br>• Oversee capital management strategies to maximize investment opportunities.<br>• Manage month-end close processes with precision and attention to detail.<br>• Implement and optimize business systems to support efficient financial operations.<br>• Prepare and present comprehensive financial reports to stakeholders.<br>• Provide expert guidance on complex tax matters and compliance.<br>• Develop and maintain strategies for effective financial planning and forecasting.<br>• Collaborate with legal and tax advisors to ensure adherence to regulations.<br>• Supervise financial activities to support the long-term goals of the family office.
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.
<p>We are looking for an experienced FP& A Manager or Supervisor to join a dynamic team in a fully remote capacity. This long-term contract position offers the opportunity to lead strategic financial planning initiatives for a well-established B2B SaaS company. The ideal candidate will play a critical role in developing multi-year forecasts, managing annual budgets, and providing day-to-day support to the finance team.</p><p><br></p><p>Responsibilities:</p><p>• Create and manage three-year financial forecasts, ensuring alignment with organizational goals.</p><p>• Develop and oversee the fiscal year budget cycle, including detailed analysis and reporting.</p><p>• Conduct in-depth financial modeling to support decision-making processes and strategic initiatives.</p><p>• Provide cash flow forecasting and variance analysis to monitor financial performance.</p><p>• Collaborate directly with senior leadership to deliver actionable insights on financial strategies.</p><p>• Utilize advanced Excel skills to streamline financial processes and improve data accuracy.</p><p>• Offer expertise in the B2B SaaS industry to address unique financial challenges and opportunities.</p><p>• Identify and implement improvements to financial planning systems and tools.</p><p>• Act as a liaison between the finance department and other organizational units to ensure cohesive communication.</p><p>• Support ad hoc financial analysis and reporting requests as needed.</p>
We are looking for an experienced Accounting Manager to join our team on a long-term contract basis in San Francisco, California. This role focuses on preparing financial statements and ensuring compliance with industry standards using advanced accounting tools. The ideal candidate will bring expertise in public accounting and a keen attention to detail.<br><br>Responsibilities:<br>• Prepare and format comprehensive financial statements, including tables, footnotes, and cross-referencing, to meet high standards of accuracy and quality.<br>• Translate firm templates into new software environments, ensuring accuracy and consistency.<br>• Conduct month-end close processes, including journal entries and account reconciliations.<br>• Maintain and oversee general ledger activities to ensure accurate reporting.<br>• Collaborate with audit teams to support financial statement audits and resolve discrepancies.<br>• Apply advanced knowledge of financial statement structure and disclosures to create high-quality reports.<br>• Utilize tools like CaseView or similar platforms to streamline financial processes.<br>• Work independently while ensuring compliance with audit technology platforms and guidelines.
<p>Are you ready for a transformative leadership role in finance at a purpose-driven organization? We are in search of a <strong>Chief Financial Officer </strong>to spearhead and enhance financial operations, offering strategic direction and guidance while leading with empathy.</p><p><br></p><p>In this pivotal role, you will closely collaborate with the executive team, overseeing key financial functions like budgeting, audits, compliance, and risk management. Additionally, the <strong>CFO </strong>will partner with department heads to ensure financial strategies align with the organization's objectives.</p><p><br></p><p>This leadership position works closely with the executive team, supervising finance functions such as budgeting, audits, compliance, and risk management. The CFO will also collaborate with department heads to align financial strategies with organizational priorities. This is a hybrid role in San Francisco working onsite with up to two days remote.</p><p><br></p><p>Reach out to your Robert Half permanent placement recruiter for consideration. If you don't have an established relationship, apply here today!</p>
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.
We are in search of a Director of Finance to join our team in SONOMA, California. As the Director of Finance, you will be a strategic leader, providing valuable insights and guidance to Operations Leaders, Partners, Executive Committees, and Department Heads. This role involves interacting with a variety of entities, including insurance companies, tax consultants, auditors, commercial and government banks to effectively manage the assets of the business.<br><br>Responsibilities:<br><br>• Accurately interpreting financial data within the organization and communicating this in a clear and comprehensive format to point out significant variations in the operations.<br><br>• Leading in the development and implementation of benchmarking techniques to enhance revenues while improving productivity and cost efficiencies.<br><br>• Overseeing and leading in the creation of the annual budget, capital budgets, and the rolling forecasts, in collaboration with other key stakeholders.<br><br>• Reporting accurate and complete financial and management reports in a timely manner, in line with the company and ownership reporting requirements and policy.<br><br>• Ensuring reporting compliance with the Uniform Chart of Accounts, internal Policies & Procedures, ownership and bank documents, and hotel management or other contractual agreements concerning accounting matters.<br><br>• Monitoring and managing the safekeeping of all legal records and documents, such as hotel leases and contracts.<br><br>• Developing, documenting, and maintaining control systems within the Hotels to ensure compliance.<br><br>• Creating and promoting the culture of business partnering by working closely with the Resort General Manager and the VP of Finance & Business Support.<br><br>• Working within the Talent Management System to ensure the departmental performance of staff is productive.<br><br>• Utilizing your knowledge of accounting software systems, annual budgeting, auditing, budget processes, financial statement preparation, budgeting - forecasting, rolling forecast, capital assets, cost reduction analysis, and financial planning & analysis (FP& A) to drive the performance of your areas of responsibility.
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.
