90 results for Chief Risk Officer in San Francisco, CA
Senior SEC Manager<p>We are in the process of recruiting a Senior SEC Manager to become part of our team based in Emeryville, California. The role involves ensuring compliance with the Securities and Exchange Commission regulations, overseeing acquisitions, and managing annual financial reporting.</p><p><br></p><p><strong>SEC Financial Reporting</strong></p><ul><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul><p><strong>Technical Accounting</strong></p><ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul><p><strong>Equity & Complex Financial Reporting</strong></p><ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul><p><strong>Other Responsibilities</strong></p><ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul><p>Technical Accounting</p><ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul><p>Equity & Complex Financial Reporting</p><ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul><p>Other Responsibilities</p><ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li></ul>CFO<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>Facility Manager<p>We are seeking a <strong>Facility Manager II</strong> for a full-time, onsite, temporary role. The <strong>Facility Manager II</strong> will act as the central point of contact for facility operations, managing internal teams and external vendors to deliver a safe and productive environment. This <strong>Facility Manager II</strong> position involves both strategic oversight and hands-on management of infrastructure, safety systems, and compliance initiatives in a healthcare setting.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Serve as primary liaison for facility services, including parking, security, cleaning, landscaping, maintenance, fire/life safety, and emergency response.</li><li>Manage the customer relationship through regular site visits, rounding, and proactive engagement.</li><li>Ensure a safe working environment through education, training, and correction of unsafe practices.</li><li>Oversee cost centers, manage budgets, track financial performance, and drive cost efficiencies.</li><li>Conduct regular inspections to assess facility conditions, safety, and vendor performance.</li><li>Represent the department in policy development, committee work, and professional organizations.</li><li>Ensure project compliance with safety codes, hospital regulations, and quality standards.</li><li>Manage space planning, documentation, project scope assessments, and budget approvals.</li><li>Oversee furnishing, equipment procurement, and installation.</li><li>Monitor landlord/property manager relations, lease adherence, and tenant improvements.</li><li>Coordinate with internal compliance teams for Fire Life Safety and Joint Commission requirements.</li><li>Lead cosmetic upgrades and coordinate labor for maintenance requests.</li><li>Administer contracts and selection processes for consultants, contractors, and vendors.</li><li>Complete Infection Control Risk Assessments (ICRA) and Pre-Construction Risk Assessments (PCRA).</li><li>Participate in on-call rotation and respond to off-hour emergencies as needed.</li><li>Train and develop staff to ensure operational excellence.</li></ul>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>Property Manager<p>We are seeking an experienced and dedicated Property Manager to oversee the daily operations of an affordable housing community, ensuring compliance with all federal, state, and local government regulations, including Section 8 and HUD policies. The ideal candidate will excel in managing tenant relations, maintaining property standards, and ensuring the financial viability of the community while fostering an inclusive and supportive environment for all residents.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>1. Property Operations:</strong></p><ul><li>Oversee all daily property operations, including leasing, evictions, inspections, and maintenance.</li><li>Ensure property is well-maintained and any required repairs or improvements are addressed promptly.</li><li>Conduct regular inspections to ensure compliance with health, safety, and HUD housing quality standards.</li></ul><p><strong>2. Tenant Relations and Leasing:</strong></p><ul><li>Manage tenant communications professionally and address concerns or complaints in a timely manner.</li><li>Administer leasing and renewal processes, including applications, income certifications, and lease documentation, while adhering to HUD and Section 8 guidelines.</li><li>Ensure accurate and timely recertification of tenant income and eligibility.</li></ul><p><strong>3. Compliance and Reporting:</strong></p><ul><li>Maintain thorough knowledge of affordable housing program regulations, including Low-Income Housing Tax Credit (LIHTC), Section 8, and HUD.</li><li>Ensure property operates in accordance with all applicable local, state, and federal laws, including Fair Housing regulations.</li><li>Prepare and submit required reports, such as occupancy reports, compliance files, and financial documentation, promptly and accurately.</li></ul><p><strong>4. Financial Oversight:</strong></p><ul><li>Develop, monitor, and manage the property’s annual operating budget, focusing on achieving financial goals.</li><li>Collect and deposit rent payments, track delinquencies, and enforce lease terms.</li><li>Collaborate with leadership to identify cost-saving opportunities and revenue enhancements.</li></ul><p><strong>5. Team Supervision:</strong></p><ul><li>Recruit, train, and manage on-site staff including leasing agents, maintenance personnel, and contractors.</li><li>Provide leadership, set performance goals, and foster a positive and productive work environment.</li></ul><p><strong>6. Marketing and Outreach:</strong></p><ul><li>Develop and implement marketing strategies to maintain high occupancy levels.</li><li>Build relationships with community organizations and housing authorities to support tenant placement efforts.</li></ul>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>Accounting Manager/Supervisor<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>Risk and Controls Manager End User Computing SystemsWe are seeking a Risk and Controls Manager for End User Computing Systems. This fully remote role is based in San Francisco, California, and offers a long term contract employment opportunity. The position involves working within the Risk and Compliance Team, closely collaborating with the business to review systems developed at the desktop level and used by end users.<br><br>Responsibilities:<br><br>• Work within the Risk and Compliance team to ensure adherence to all relevant regulations and standards<br>• Collaborate closely with the business to review and evaluate systems developed at the desktop level<br>• Facilitate the use of end-user computing systems and provide necessary support<br>• Conduct risk and compliance reviews, drawing on extensive experience at the managerial level<br>• Use skills in auditing, compliance, and risk management to ensure all systems are operating within acceptable parameters<br>• Utilize knowledge of Enterprise Risk Management (ERM), Model Risk Management, and Operational Risk Management to effectively manage risks<br>• Employ the Risk Management Framework to guide all risk management activities<br>• Maintain accurate records and take appropriate action based on the monitoring of customer accounts<br>• Process customer credit applications accurately and efficiently<br>• Maintain accurate customer credit recordsTax 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>Tax Manager - Private Equity & Venture Capital<p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Tax Manager </strong>at a Fund Services Provider. This is a full-time permanent role.</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>FULLY 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>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>IT Manager<p>The IT Project Manager will oversee the planning, execution, and delivery of critical technology projects. This includes upgrades, implementations, vendor coordination, and user support. The role will also serve as a super-user for the electronic medical record (EMR) system and report directly to the CFO. The ideal candidate will ensure IT initiatives align with organizational goals and support high-quality care and operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead end-to-end delivery of IT projects, ensuring timely and budget-conscious execution.</li><li>Oversee implementation and integration of new technologies (networking, accounting systems, resident services, etc.).</li><li>Align IT solutions with department needs and strategic goals through cross-functional collaboration.</li><li>Provide training and support for staff on new and existing IT tools.</li><li>Ensure regulatory compliance (HIPAA) and uphold cybersecurity standards.</li><li>Apply project management methodologies: stakeholder engagement, root cause analysis, goal setting, etc.</li><li>Manage external IT consultants and ticketing systems to resolve support issues efficiently.</li><li>Contribute to corporate compliance efforts related to IT and data security.</li><li>Act as a super-user of the EMR system: workflow optimization, template building, and user training.</li><li>Research and present IT solutions with clear pros/cons analysis to the CFO.</li><li>Coordinate with third-party vendors for support, maintenance, and installations.</li><li>Other duties as assigned.</li></ul><p><br></p>Venture Capital / Private Equity Tax Manager<p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Tax Manager </strong>at a Fund Services Provider. This is a full-time permanent role.</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>FULLY 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>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>Manager – Workday Financials (Business Operations)<p>A leading organization in the professional services sector is hiring an <strong>Manager, Workday Financials</strong> to support and optimize day-to-day <strong>Workday Financials business operations</strong>. This strategic leadership role sits within the HR and Financial Solutions department and is responsible for ensuring Workday solutions align with operational needs, delivering streamlined workflows, compliance, and long-term stability.</p><p><br></p><p>This role is heavily focused on the <strong>business operations side of Workday Financials in a production environment</strong>. The IT Manager leads a high-performing team responsible for maintaining and enhancing Workday Financials while partnering closely with Finance, HR, and IT leadership. The manager ensures system integrity, performance, and business continuity, while driving data-informed decision-making and cross-functional collaboration.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and oversee the daily operations, optimization, and maintenance of Workday Financials modules (e.g., General Ledger, AP/AR, Fixed Assets, Procurement, Expenses).</li><li>Manage a team of technical professionals to deliver reliable and scalable solutions that support business objectives.</li><li>Ensure efficient handling of production issues, manage SLAs, and recommend architectural or process improvements.</li><li>Collaborate with Finance stakeholders to design and implement enhancements aligned with compliance (SOX, GAAP, IFRS) and reporting needs.</li><li>Support all lifecycle activities: design, development, testing, deployment, minor enhancements, upgrades, and production support.</li><li>Provide strategic guidance to optimize business operations via automation, integration, and process improvements.</li><li>Oversee system configuration and integration projects using tools like EIB, Workday Studio, and Workday APIs.</li><li>Align technical resources and project priorities with long-term operational goals and corporate standards.</li><li>Partner with external vendors and internal teams to deliver high-quality solutions on time and within budget.</li><li>Lead personnel activities: hiring, onboarding, mentoring, performance evaluations, and skill development.</li><li>Participate in rotational on-call support for production systems.</li></ul>Tax Director/Manager - CorporateWe 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 ariseProperty Manager<p>We are seeking a highly skilled and experienced <strong>Property Manager</strong> with a strong background in affordable housing to join our East Bay client. This position offers an exciting opportunity to contribute to affordable housing initiatives while managing daily property operations effectively and efficiently.</p><p><br></p><p>The Property Manager will oversee the operations, financial performance, and resident relations for a portfolio of affordable housing units. The ideal candidate will bring proven expertise in affordable housing programs such as LIHTC (Low-Income Housing Tax Credit), HUD, or other government-funded housing programs. The role requires strong leadership skills, attention to detail, and the ability to ensure compliance with all applicable regulations.</p>tax manager<p>We are seeking an experienced Tax Manager to join a growing Family Office Services organization. </p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables within Family Office Services (FOS) 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>Payroll Administrator<p>We are offering an exciting opportunity for a Payroll Administrator in SAN FRANCISCO, California. The selected candidate will be pivotal in managing accounting software systems, working with ADP Financial Services, and utilizing Ceridian. </p><p><strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Support Payroll Manager in preparing and processing accurate, timely bi-weekly payroll and system improvements.</li><li>Lead administration and issue resolution in PAYCOM system, leveraging advanced features for reporting and payroll accuracy.</li><li>Serve as the main contact for payroll inquiries, handling sensitive issues while ensuring policy and legal compliance.</li><li>Manage calculations for vacation, sick, and floating holidays; assist with W-2 distribution and year-end reporting tasks.</li><li>Conduct regular payroll audits to ensure correct application of pay rules and resolve discrepancies proactively.</li><li>Handle payroll tax research, issue resolution, and administration of FSA/Commuter benefits in line with tax laws.</li><li>Process union dues, wage garnishments, and ensure accuracy in required payroll reporting.</li><li>Provide data analysis and recommendations to improve payroll processes; assist with audits and internal reviews.</li><li>Perform additional payroll tasks as assigned, contributing to compliance and operational efficiency.</li></ul>Payroll Supervisor/Manager/Director<p><strong>Sr. Manager - Payroll & Equity </strong></p><p>This will be responsible for the full payroll function, including equity-based compensation, as well as developing and strengthening internal controls and processes related to payroll and equity. This role will be responsible for managing the Company’s equity compensation process, including option grants and the ESPP plan. The candidate will be responsible for the day-to-day operations and transactions as well as month-end accounting close as related to payroll and equity. Ideal candidates will have a background working on both payroll and equity management in industry and the ability and desire to work in a fast paced and dynamic environment. This individual will work closely to support all employees and across various functions including HR, Legal, payroll/benefits provider, transfer agent, broker, and financial auditors.</p><p><br></p><p><strong><u> Responsibilities</u></strong></p><p>· Responsible for ensuring accuracy, compliance, and timely processing of semi-monthly and monthly payrolls for employees located in multi-state locations.</p><p>· Review and process transactions including benefit changes, special compensation, other adjustments.</p><p>· Ensure compliance with internal controls, federal/state/local requirements, deadlines.</p><p>· Manage regulatory filings, notices, audits, and other communications from federal and state agencies.</p><p>· Work with payroll vendor on system administration, maintenance, reporting needs.</p><p>· Manage, reconcile, and report on employee benefit programs, including 401(k) and FSA, and work with service providers to resolve inquiries and/or provide employee training.</p><p>· Prepare journal entries, payroll and benefit reconciliations, and assist with quarterly reporting and external financial audits.</p><p>· Ad hoc projects including compensation research for annual compensation process and employee changes, board reports.</p><p>· Prepare and process new equity awards, exercises, cancellations and releases promptly, including off-cycle payrolls for tax withholdings.</p><p>· Track and report W-2 income from stock exercises and dispositions</p><p>· Execute trading blackout periods and enforcement of insider trading policy restrictions.</p><p>· Manage open enrollment process and purchases for ESPP including monitoring limits.</p><p>· Interact with transfer agent to ensure that trades are settled timely.</p><p>· Prepare journal entries related to equity and stock-based compensation expense, reconciliations, and assist with quarterly reporting and external audits.</p><p><br></p>Sr. Accountant<p>We are offering an exciting opportunity for a Sr. Accountant in the retail industry, based in Emeryville, California. This role involves a wide range of accounting responsibilities, including the reconciliation of accounts and balance sheets, maintenance and monitoring of the general ledger, and the efficient handling of bank reconciliations. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Oversee monthly close activities with internal teams.</li><li>Prepare and post both standard and complex journal entries.</li><li>Coordinate with Accounts Payable for accurate inventory recording.</li><li>Analyze and record accruals; review co-manufacturing costs and waste reporting.</li><li>Perform and review complex GL account reconciliations, ensuring GAAP compliance.</li><li>Act as subject matter expert for GL coding and journal entry issues.</li><li>Continuously evaluate and enhance close process efficiency.</li><li>Review and reconcile inventory-related costs, including repacking and reserves.</li><li>Post COGS entries tied to deferred revenue.</li><li>Deliver monthly variance analysis reports to leadership.</li><li>Support internal and external audits with thorough planning and execution.</li><li>Ensure SOX 404 compliance through risk analysis and control execution.</li><li>Escalate control issues with proposed resolutions to the Accounting Manager.</li><li>Reconcile financial system discrepancies.</li><li>Create standardized Excel tools for complex accounting entries.</li><li>Contribute to upcoming system integrations.</li><li>Partner with FinOps to refine expense forecasting and budgeting.</li><li>Educate teams on accounting principles and processes.</li><li>Lead and participate in special projects to drive operational improvement.</li></ul><p><br></p><p><br></p>Accounting Manager/SupervisorOversees Finance Department operations, including accounting, accounts payable/receivable, audits, and financial reporting.<br><br>Develops and implements departmental goals, policies, and procedures to improve efficiency, compliance, and service delivery.<br><br>Manages budgeting processes, prepares complex financial reports, and ensures timely completion of financial statements and audits.<br><br>Supervises and evaluates finance staff, handles performance issues, and provides training and guidance.<br><br>Advises on financial policy and compliance, conducts studies, and recommends improvements to systems, operations, and procedures.Payroll Manager<p>We are seeking a skilled Payroll Manager to join our team at our location in San Francisco, California. As a Payroll Manager, you will be tasked with overseeing ADP financial services, managing the ADP Workforce Now, and handling ATS. This role is crucial in maintaining accurate payroll records and ensuring all financial transactions are processed accurately and timely. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Serve as the primary administrator for payroll systems, with extensive use of Paycom and regular liaison with Paycom representatives</li><li>Accurately manage and process bi-weekly payroll, including direct deposit requests and payroll record maintenance</li><li>Recommend and help implement process improvements to optimize payroll operations</li><li>Oversee year-end tasks such as W-2 distribution, accrual calculations (vacation, sick, and floating holidays), and record purges</li><li>Ensure compliance and proper retention of timesheets and payroll-related documents</li><li>Process manual checks, ensuring accuracy and appropriate approvals</li><li>Conduct bi-weekly audits to ensure correct pay practices and contract interpretations, collaborating with HR as needed</li><li>Manage quarterly payroll tax filings, tax reconciliation spreadsheets, and resolve tax-related issues</li><li>Handle FSA enrollments, reports, and deductions</li><li>Administer wage garnishments, salary verifications, and recurring payroll reports</li><li>Initiate and monitor benefit and union dues deductions and invoicing</li><li>Supervise payroll assistants or temporary help as assigned</li><li>Support payroll, 403(b), and financial audit processes</li></ul><p><br></p>Third party risk analystRobert Half is seeking a Third-Party Risk and Trust Analyst to join our dynamic Cybersecurity team in Redwood City, California. This is a long-term contract opportunity ideal for an entry-level to mid-level detail oriented with a passion for cybersecurity and risk management. The successful candidate will support third-party risk management and trust-building efforts, playing a critical role in assessing vendor risks, ensuring compliance with security standards, and addressing gaps in customer-facing processes such as RFPs and security questionnaires. We are looking for someone with practical experience in third-party risk management, a strong understanding of cloud security, and the ability to quickly adapt to evolving security and trust-related challenges. <br> Key Responsibilities Operational Oversight: Identify and address gaps in customer-facing processes, such as RFPs and security questionnaires, ensuring regular updates to maintain current best practices. Program Management: Collaborate with engineering and cross-functional teams to close identified gaps, drive security initiatives, and implement operational improvements to strengthen customer trust. Hands-On Execution: Directly support customer security inquiries, build credibility in third-party engagements, and coordinate with internal teams to resolve issues efficiently. Security Standards Leadership: Refresh and implement third-party risk management processes and security standards to meet evolving customer and industry expectationsTax Sr. - Corporate<p>Our client is in search of a Tax Sr. - Corporate to join our team situated in Mountain View, California. As part of your role, you will be expected to prepare and complete work papers, handle client deliverables. You will also be tasked with preparing taxes for High Net Worth clients. Great job for Tax people coming out of public that want more work-life-balance! </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Accurately and efficiently prepare all tax deliverables for assigned clients/entities, modifying deliverables upon review by Manager/Senior Manager/Principal</p><p>• Actively participate in the resolution of tax issues by providing a detailed focus on assigned projects and alerting the Manager/Senior Manager/Principal of any technical tax issues</p><p>• Identify potential tax issues and propose possible solutions for review with Tax Manager, Senior Manager, or Principal</p><p>• Ensure the delivery of timely and quality work products that meet or exceed internal and external expectations</p><p>• Research technical tax issues and assist the client service team in forming conclusions related to complex tax issues</p><p>• Work on the management of existing client revenue through the review of work in progress and preparation of billings for special projects/consulting services provided to the client</p><p>• Form networks of internal and external parties to grow existing business and/or lead to the development of new business opportunities</p><p>• Communicate areas where technical tax knowledge is needed and work with Manager/Senior Manager/Principal to determine personal development</p><p>• Provide mentorship and assist Managers in the training and supervision of tax associates.</p>Operations Specialist - Wealth Management<p><strong>Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.</strong></p><p> </p><p><strong>Role: Operations Specialist - Wealth Management </strong></p><p><strong>Location: San Francisco; hybrid (3 days in office)</strong></p><p><strong>Salary: $80-100k + Bonus + Great Benefits!</strong></p><p> </p><p>We’re excited to partner with a growing wealth management firm in a beautiful office located in San Francico's financial district! This boutique firm has $2.4 billion AUM and is seeking an Operations Specialist to assist with their back-office and client interaction! Great opportunity for someone who wants to support daily operations for both the firm and clients! You will be working directly under the Chief Operating Officer.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Manage and update client accounts using Orion and RedBlack platforms</li><li>Support data integrity initiatives by performing confidential data reviews and cleanups</li><li>Contribute to client billing processes and reconciliation activities to ensure accuracy</li><li>Assist in the preparation and tracking of performance reports for internal and client use</li><li>Provide support on various compliance-related tasks and contribute to special projects as needed</li></ul><p><br></p>Billing Manager<p>We are looking for a dedicated and detail-oriented Billing Manager to lead and oversee billing operations in San Francisco, California. In this role, you will manage a team of billing specialists, ensuring accurate and compliant client invoicing while maintaining high standards of organization and customer service. This position offers an opportunity to contribute to the efficiency of financial processes and mentor a team in a dynamic work environment. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead, train, and supervise a team of 3–4 Billing Specialists</li><li>Oversee processing of legal invoices, ensuring accuracy and policy compliance</li><li>Model professionalism, strong organization, attention to detail, customer service, and teamwork</li><li>Manage and balance team workloads while offering regular performance feedback</li><li>Assist the Operations Manager in conducting performance evaluations</li></ul>