47 results for Controller Hedge Fund in San Francisco, CA

Controller We are on the lookout for a Controller to join our team in the non-profit industry, located in Petaluma, California, United States. In this role, you will be tasked with overseeing a staff accountant and taking a hands-on approach to all aspects of the general ledger, month-end close, and financial statements. This position also involves a strong focus on business development (i.e. organizational growth, not sales) and the ability to establish and maintain relationships. Responsibilities: • Supervise a staff accountant to ensure efficient financial operations• Manage and oversee all aspects of the General Ledger• Ensure accurate and timely completion of the month-end close• Prepare and analyze financial statements to inform business decisions• Implement and oversee financial planning and analysis (FP& A) activities• Prepare and post journal entries and accruals as part of the accounting cycle• Utilize grant accounting principles to manage and track funding• Spearhead business development initiatives to drive growth• Leverage strong communication and interpersonal skills to build and maintain relationships

Controller We are offering an exciting opportunity for a Controller in San Francisco, California. The role involves ensuring that accounting principles and procedures are consistently applied in compliance with US GAAP. The individual will be responsible for managing the financial close process, maintaining internal systems, and financial controls. The role involves leadership responsibilities including managing a team of accounting professionals, providing strategic oversight, and collaborating with department leaders.For immediate consideration, please contact Daniel Mok directly via Linked-In. Responsibilities:• Implement and manage revenue recognition policies according to ASC606• Oversee the financial close process, ensuring accurate and timely reporting• Maintain internal systems and financial controls in alignment with company policies and regulatory requirements• Manage federal, state, and local tax compliance• Lead a team of accounting professionals managing general ledger, accounts payable and receivable, and financial reporting• Coordinate with external auditors• Provide strategic oversight for scaling accounting processes and financial infrastructure• Collaborate with department leaders to identify reporting needs, troubleshoot operational issues, and deliver actionable financial insights• Act as a liaison with external auditors to manage the annual audit process• Evaluate opportunities for efficiency, scalability, and automation in the financial processes• Collaborate with the finance team to support shared goals and contribute to special projects and workflow improvements.

Fund Accounting Manager (Venture Capital) Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client, an innovative venture capital firm based in Menlo Park, is dedicated to empowering startups from inception to IPO and beyond. They are seeking a talented professional to join their dynamic team and collaborate closely with finance, partners, and team leads. This hybrid role offers a unique blend of traditional accounting responsibilities alongside strategic initiatives. Enjoy a competitive benefits package, comprehensive insurance, a Phantom share plan, and unlimited PTO. Responsibilities:<ul><li>Review weekly transactions and manage investment documentation.</li><li>Calculate capital call allocations.</li><li>Track and report cash and stock distributions.</li><li>Analyze partners’ quarterly and year-to-date capital allocations.</li><li>Mentor and develop the accounting staff.</li><li>Conduct and document technical research for complex transactions.</li><li>Update limited partner interest transfers and contact information.</li><li>Prepare and document quarterly valuation analyses for portfolio companies.</li><li>Stay informed on industry best practices and valuation guidance.</li><li>Identify key assumptions in valuation models and communicate findings.</li><li>Assist with the quarterly close and preparation of financial statements.</li><li>Coordinate audit requests and prepare year-end financial statements and notes.</li></ul>Start Date: Very flexible, depending on the candidate Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Assistant Controller PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS ASSISTANT CONTROLLER/CONTROLLER155K-175K+BONUS Well established real estate development company is seeking an Assistant Controller/Controller to join their expanding team. The position will be managing all aspects of financial reporting and compliance and will play a key role in preparing financial statements, analyzing financial data, and ensuring accuracy and completeness in the company's financial records. The Assistant Controller may also collaborate with auditors, support budgeting and forecasting activities, and help implement internal controls to safeguard the organization's financial integrity. Provide Controller support in managing the financial operations of the accounting department. Responsibilities:-Manage all aspects of financial reporting for construction projects, ensuring accuracy and adherence to deadlines.-Prepare and analyze financial statements (income statements and balance sheets)-Review/manage work-in-progress quarterly, working closely with project managers.-Manage cash flow with line of credit-Oversee accounts payable and accounts receivable processes.-Ensure timely and accurate processing of invoices, payments, and collections.-Manage payroll functions and compliance with payroll tax requirements.-Ensure compliance with local, state, and federal regulatory requirements.-Coordinate audits and financial reviews, providing necessary documentation and explanations.-Communicate financial information effectively to non-financial stakeholders.

Controller We are in search of a Controller to join our team located in Napa, California. This role is primarily accountable for the management of financial operations within our organization. The Controller will be responsible for ensuring the accuracy, compliance, and timeliness of all accounting and reporting functions, as well as providing strategic financial insights and proactive risk management. Prior experience in a closely held business with construction, vineyards, and wine production is preferred. Responsibilities• Oversee the accuracy and compliance of all accounting functions, including accounts payable and receivable, auditing, and general ledger management.• Develop and implement financial systems, processes, and internal controls to ensure operational efficiency.• Coordinate and maintain strong relationships with banking teams for financial transactions and manage banking relationships.• Oversee the preparation and distribution of monthly, quarterly, and annual financial reports, reviewing them with senior management.• Ensure insurance coverage is current and sufficient for all organizational needs and coordinate with insurance brokers to manage policies.• Manage intercompany transactions and maintain accurate and timely records.• Oversee the financial planning and management of various projects, ensuring adherence to financial targets.• Coordinate with external partners in preparing tax returns, ensuring they are accurate and reasonable.• Participate in special projects and initiatives as requested by senior management.• Oversee the costs for large scale construction projects, meeting with contractors/vendors to approve costs and budget changes

Controller We are offering an exciting opportunity for a Controller in Los Gatos, California. As a Controller, you will play a crucial role in managing the financial operations of our organization. Your responsibilities will range from overseeing the preparation of financial statements to managing the accounting team and ensuring compliance with all applicable laws and regulations. Responsibilities: • Oversee the accurate and timely processing of financial transactions. • Lead, mentor, and develop the finance and accounting team to foster a collaborative and supportive work environment. • Oversee the preparation of financial statements, budgets, and forecasts to ensure timely and accurate monthly, quarterly, and annual financial reporting. • Manage the accounting and financial reporting for all grants and contracts, ensuring compliance with funding requirements. • Coordinate and oversee annual audits and implement recommendations. • Develop and implement internal controls to safeguard the organization's assets. • Contribute to the development and implementation of financial strategies and provide financial insights and recommendations to support organizational decision-making. • Ensure compliance with federal, state, and local laws and regulations, including tax filings and audits. • Assist in the development and management of the annual budget and long-term financial plans. • Manage the accounting team, including accounts payable, accounts receivable, payroll, and general ledger. • Monitor and manage cash flow, financial planning, and analysis. • Oversee month-end and year-end closing processes. • Maintain and update accounting policies and procedures. • Monitor grant and contract budgets, expenditures, and reimbursements to ensure accurate financial tracking. • Work closely with program managers to provide financial guidance on grant and contract-related matters.

Controller We are on the lookout for a skilled Controller to join our team based in San Mateo, California. This position is in the property management sector, with the main focus on maintaining financial procedures and ensuring the efficient operation of the company's financial activities. The Controller will be responsible for processing customer applications, maintaining accurate customer records, and resolving customer inquiries. This role offers an exciting opportunity. Responsibilities • Oversee the preparation of financial reports and documents such as income statements, balance sheets, and tax returns. • Handle accounts payable and receivable to ensure all financial transactions are appropriately managed. • Monitor the recording of all financial transactions in the bookkeeping system for accuracy and completeness. • Collaborate in the budget preparation and financial planning processes. • Conduct regular reconciliations of financial discrepancies by collecting and analyzing account information. • Evaluate accounting records and financial statements regularly for accuracy and completeness. • Work collaboratively with other departments to streamline and improve financial procedures while ensuring compliance with federal, state, and company policies, procedures, and regulations. • Contribute in conducting financial audits and provide recommendations for procedural improvements. • Assist in the preparation of monthly, quarterly, and annual financial statements.

Accounting Manager (ManCo) **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior AccountantEmployment Type: Full-TimeLocation: Palo Alto; Hybrid 2 days in office (2nd day half day in office)Salary: $90-125k base + 15-20% + Fully Paid We are partnering with a leading venture capital firm specializing in early-stage technology investments. Based in Palo Alto, this firm manages $1B in assets and is currently investing from its fifth fund. Their mission is to support U.S. entrepreneurs by providing strategic value through deep industry insights and strong connections with key partners across Asia. Responsibilities:<ul><li>Maintain general ledger for Funds, including day-to-day cash and non-cash transactions (purchase of investments, conversions, accruals, expenses, capital calls, distributions, change in investment valuations, and exit transactions).</li><li>Prepare monthly bank account reconciliations.</li><li>Process wires for investments and Fund expenses.</li><li>Perform quarterly close of the books for Funds, including all financial statements (Balance Sheet, Income Statement, Partners Capital, Cash Flows, SOI).</li><li>Prepare quarter and year-to-date individual partners’ capital allocations.</li><li>Process capital calls, including allocation calculations and cash receipt tracking.</li><li>Process both cash and stock distributions, including detailed distribution calculations.</li><li>Track investment data and documentation for all investments.</li><li>Complete quarterly tie out to cap tables.</li><li>Update and maintain LP records; record and perform calculations for LP interest transfers.</li><li>Answer LP inquiries and respond to confirmation requests.</li><li>Electronically distribute financial statements, partners’ capital statements, K-1s, capital call and distribution notices to LPs.</li><li>Other ad hoc responsibilities as appropriate for the position.</li></ul>

Accounting Manager PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS ACCOUNTING MANAGER OR CONTROLLER Growing real estate company (recently doubled in size) is adding a new Accounting Manager/Controller to join their expanding team. This position will manage a team in their property accounting department.Responsibilities:-Review reconciliation of all balance sheet accounts and applicable schedules to ensure accurate reporting.-Supervise the month-end close process, bank reconciliations, A/R and A/P review and preparation of financial packets.-Experience with general ledger and journal entries-Prepare and review monthly and quarterly financial statements.-Prepare owner distributions (monthly, semi- monthly, quarterly and annually; mortgage payments).-Oversee Capex lender reserve draws.-File and pay all Personal Property taxes and franchise tax-Review & approve Accounts Payable weekly processing-Manage and mentor staff

Controller We are offering an exciting opportunity for a Controller in Hayward, California. As a Controller, you will be instrumental in managing financial operations including payroll processing, accounts payable and receivable, and general ledger entries. You will play a vital role in developing and implementing financial policies, preparing timely financial reports, and leading the accounting team. Responsibilities: • Oversee accounts payable, accounts receivable, and payroll processing to ensure accuracy and efficiency. • Implement comprehensive financial policies and procedures to comply with regulatory requirements and protect company assets. • Produce timely financial reports such as income statements, balance sheets, and cash flow statements using accounting software systems. • Analyze financial performance against set targets and propose insights to enhance efficiency and profitability. • Collaborate with various department heads for annual budgeting, revenue forecasting, and expense allocation. • Facilitate financial audits and assessments, interacting with external auditors, tax advisors, and regulatory agencies as required. • Maintain up-to-date accounting records, documentation, and supporting schedules using designated software platforms. • Lead and mentor the accounting team, promoting effective communication, teamwork, and detail-oriented development. • Analyze Work in Progress (WIP) reports to track project costs, revenue recognition, and project completion status. • Offer financial guidance to department managers and project teams, aiding in decision-making and resource allocation. • Stay informed about changes in accounting standards, industry best practices, and regulatory requirements, ensuring compliance and adherence to accounting principles. • Promote a culture of transparency, integrity, and accountability within the accounting department and across the organization. • Prepare accurate annual financial statements and work with CPA to ensure all tax preparation is complete. • Oversee Sales Tax filings and ensure their accuracy. • Manage the 401k plan administration.

Assistant Controller Colleen McAuliffe at Robert Half, 408.906.0669, is searching for an Assistant Controller to be a key player in our client's team based in SAN JOSE, California. The role focuses on providing stellar accounting services and maintaining financial standards in line with the industry's best practices. This role offers an exciting opportunity for those keen on shaping their careers in the Affordable Housing industry. Responsibilities:• Utilize Accounting Theory knowledge to maintain and develop accounting principles, practices, and procedures.• Oversee the preparation of financial reports, summaries, and forecasts for business needs.• Ensure compliance with local, state, and federal budgetary reporting requirements.• As a member of the executive management team, assist with the implementation of financial strategies and participate in key financial decisions.• Maintain a document system for financial transactions, ensuring accuracy and compliance with accepted accounting procedures.• Monitor financial details to ensure legal compliance, promptly addressing and correcting discrepancies.• Collaborate with auditing services to ensure proper compliance with all regulations.• Track the company's financial status and performance to identify areas for potential improvement.• Provide insightful information and expectations to the company's leadership to aid in long-term and short-term decision-making.

Personal Wealth Manager - Family Office *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a prestigious family office managing a $1B+ portfolio, founded by a tech entrepreneur. Based in San Francisco, this collaborative team focuses on investing, portfolio management, startup incubation, and philanthropy. This role provides an opportunity to work directly with the principal, shaping financial strategy and operations in a dynamic environment. Work closely with senior leadership, advise on financial strategy, and manage investments, cash flows, and risk. This is a high-impact role with exposure to both strategic planning and hands-on execution, offering significant professional growth. The office values entrepreneurship, innovation, and collaboration. Responsibilities:<ul><li>Be the principal's personal wealth advisor</li><li>Develop and execute investment and financial strategies aligned with estate planning</li><li>Manage investments, liquidity, reporting, and tax preparation</li><li>Oversee risk management and internal controls with the Family Office Controller</li><li>Lead a small internal team and coordinate with external partners</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Controller We are on the search for a Controller to join our team in Concord, California. In this role, your main focus will be to manage all financial aspects of the business, including accounting operations, financial reporting, and budgeting. This position is in the manufacturing and construction industry, and thus requires a strong understanding of the related accounting principles. Responsibilities: • Oversee the accuracy and integrity of all financial data • Develop, implement, and uphold accounting policies and procedures • Handle the company's accounts payable, accounts receivable, general ledger, and payroll operations • Manage the closing processes at the end of each month and year • Prepare and analyze financial statements in accordance with GAAP on a monthly, quarterly, and annual basis • Develop and maintain key performance indicators (KPIs) to monitor financial performance • Provide insightful financial analysis to support strategic decision-making • Prepare and present financial reports to senior management and external stakeholders • Develop and manage the annual budget and forecasting process, including monitoring budget variances and providing explanations for deviations • Establish and maintain effective internal controls to safeguard company assets • Ensure compliance with all relevant accounting standards, tax regulations, and legal requirements • Oversee job costing, including tracking project costs and revenue recognition • Manage and understand the cost of materials, labor, and overhead within a manufacturing and construction environment • Understand and manage the subcontractor accounting for construction contracts • Foster a collaborative and high-performing work environment within the accounting team.

Accounting Manager/Supervisor Liz Sheehan with Robert Half is looking for an Accounting Manager. Embark on a challenging and rewarding career journey as an Accounting Manager with a successful local construction organization.We seek a meticulous and dedicated individual to manage operational accounting team, spearhead process improvement and finance reporting, ensuring the utmost accuracy and transparency. DUTIES & RESPONSIBILITIES<ul><li>Manage all accounting operations including Billing, A/R, A/P, G/C, Cost Accounting and Revenue Recognition.</li><li>Prepare journal entries, reconciliations, and supporting schedules.</li><li>Financial statement preparation and analysis.</li><li>Coordinate the preparation of regulatory reporting.</li><li>Manage month-end and year-end close process for multiple companies.</li><li>Ensure quality control over financial transactions and financial reporting.</li><li>Manage and comply with local, state, and federal government reporting requirements and tax filings.</li><li>Develop and document business processes and accounting policies to maintain and strengthen internal controls.</li><li>Coordinate and assist with preparation of the annual budget.</li><li>Interface with external auditors and collaborate with controller to ensure a smooth and timely year-end audit.</li><li>Able to communicate effectively with employees at all levels.</li><li>Consolidation of various operating units and joint ventures.</li><li>Special projects in accounting may arise from time to time.</li></ul>Please reach to Liz Sheehan via LinkedIn if you are interested in this role.

Wealth Manager - Thriving RIA *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join an independent financial services firm dedicated to providing holistic wealth management that goes beyond finances—helping clients achieve personal fulfillment, well-being, and long-term security. The firm fosters a collaborative, client-focused environment where advisors can build strong relationships and make a meaningful impact. This is a chance to take on a key advisory position at a firm that values career growth, work-life balance, and professional development. You’ll manage high-net-worth client relationships, deliver tailored financial strategies, and contribute to the firm’s long-term vision—all within a supportive and forward-thinking team.What You’ll Do:<ul><li>Serve as a trusted advisor, providing personalized financial planning and investment guidance.</li><li>Manage and grow a book of business through firm referrals and personal networking.</li><li>Develop and adjust comprehensive financial plans covering retirement, tax, estate, investment, and risk management.</li><li>Support senior advisors in client acquisition and business development.</li><li>Contribute to firm-wide initiatives aimed at enhancing client experience and operational efficiency.</li><li>Stay updated on industry trends and ensure compliance with regulatory standards.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

CFO - Chief Financial Officer Our non-profit client in Oakland is seeking in interim hands-on Chief Financial Officer (CFO) for a 2+ month engagement. As a CFO, your key responsibilities would revolve around managing financial functions, including budgeting, forecasting, cash flow management, and overseeing investments. This role entails regular interaction with the board of directors and other senior management members. This is a 100% remote role and expected to pay between $80-$100/hr. DOE. Responsibilities:• Oversee the financial planning, budgeting, and forecasting processes• Manage the organization's cash flow and treasury functions to ensure financial stability• Engage in strategic financial decisions and provide financial insights to the board and other top management• Use financial software tools such as Paycom, Sage Intacct, and Concur for financial management and reporting• Ensure accuracy and integrity in financial reporting and compliance with financial regulations and standards• Work closely with the Controller and Finance Manager to identify and address financial issues and gaps• Participate in board meetings and present financial reports and updates• Develop and implement financial policies and procedures that align with the organization's mission and goals• Manage the organization's investment portfolio to ensure it is aligned with the organization's financial objectives• Oversee the allocation and expenditure of the organization's resources in line with contractual agreements and program objectives

Tax Director/Manager - Corporate PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE DETAILS TAX MANAGER 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.Responsibilities: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.• 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• Assist with organizing and registering entities with various state and local tax jurisdictions• Prepare/Review quarterly and year-end tax provision and related footnote disclosures• Prepare/Review REIT tests and REIT administration activities• Research federal and state tax issues and assist in the development of ongoing tax strategies to minimize tax liabilities and maintain REIT status• Assist in various other tax matters as needed, including ongoing review of tax procedures to streamline processes and minimize risk• Provide ad hoc tax analyses and other special projects as needed

CFO 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. Property Operations Responsibilities:<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>Estate Planning Responsibilities:<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>Partnership Accounting Responsibilities:<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>

Finance Manager Our manufacturing client in San Leandro is seeking an interim Sr. Manager of Finance - Supply Chain for a 6 month engagement. As a Sr. Finance Manager, you will play a significant role in providing strategic financial insights to their Procurement, Supply Chain, and Operations departments. This role involves leading the Close processes for Supply Chain Finance, supporting budget and forecast activities, and managing Cost of Goods, manufacturing variance, inventory analysis, and data management. This is a hybrid role requiring onsite work 3 days per week. Pay is expected to be $80-$90/hr. DOE. Responsibilities• Offer valuable insights and decision support to division leadership teams and corporate finance to enable accurate monthly forecasts• Develop timelines and deliverables to meet corporate requirements as part of leading the close process for Supply Chain Finance• Ensure that manufacturing variances identified during close are included in each new submission as part of supporting the budget and forecast processes• Support the standard cost data process for new products as well as annual standard cost updates and inventory valuation• Collaborate with the Engineering team to develop analysis for capital investment request• Participate in various cross-functional project teams as a representative of Finance• Develop daily, weekly, and monthly reporting packages that offer timely and comprehensible summaries of financial results• Advocate for cost management and waste reduction opportunities by creating relevant visibility and measurement that inspires action• Deliver insightful reporting, analysis, and KPIs, and perform analysis to optimize tactics, depth, and effectiveness of planning and execution• Influence Operations and Finance leadership in the areas of business case analysis and provide valuable insights and input to Corporate Budgeting and Forecasting cycles

Senior Wealth Manager - RIA *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a growing financial services firm committed to exceptional wealth management and financial planning. With a holistic, client-first approach, the firm helps individuals and families achieve financial success while fostering personal well-being. This is a great opportunity to lead client relationships while growing your career in a collaborative and innovative environment. You’ll work with high-net-worth clients, provide personalized financial strategies, and help shape the firm’s future. The firm offers strong career development, leadership opportunities, and great perks. What You’ll Do<ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Financial Reporting Manager Yuzo Shimura with Robert Half is in search of a Financial Reporting Manager to join his client's team in the Financial Services industry. The role involves guiding the daily operations of the Accounting department, ensuring precise and prompt processing of all departmental tasks. You will also play a key role in staff development, ensuring service provided to employees is both courteous and efficient. Responsibilities: • Develop written procedures to ensure operational efficiency and compliance with accounting activities within the organization.• Act as mentor for employees by coaching and offering feedback to help improve performance.• Supervise the preparation of general ledger and subledger account reconciliations by the Accounting staff, ensuring accounts are balanced and outstanding items are cleared within set deadlines.• Assist with month-end processing, income and expense review, and financial statement preparation.• Act as back-up for all Accounting desks including Accounts Payable, Fixed Assets, Investment Accounting.• Assist in the review of the quarterly Call Report and preparation of financial information gathering for auditors, examiners, and regulators.• Train and supervise the daily work of accounting employees, addressing questions, concerns, and assisting with job-related problems.• Cross-train Accounting staff to ensure all positions are supported during vacations and illnesses and to promote employee growth and development.• Assist with software upgrade reviewing and testing, and approve AP and GL posting batches.• Assist with the sales and use tax filing to the State Board of Equalization. If you are interested in this role, please reach out to Yuzo Shimura via LinkedIn

Tax Manager - Family Office Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity. An esteemed venture capital firm in Palo Alto is on the hunt for a seasoned Tax Manager to join their Family Office team. This unique role provides the opportunity to work with high-profile entrepreneurs and investors, managing the financial intricacies of their families. The firm, known for its exceptional service and client-oriented approach, cultivates an environment that strongly encourages growth and development. With a commitment to a true work-life balance, the firm promotes a standard 40-hour work week with exceptional benefits fully paid for by the company. An attractive profit-sharing plan coupled with a strong dedication to employee growth, makes this role a compelling career move. Responsibilities:<ul><li>Overseeing tax returns for family office clients</li><li>Nurturing client relationships</li><li>Conducting and reviewing tax assessments, extensions, and returns</li><li>Performing in-depth tax issue research and responding to notices</li><li>Assisting the CFO and Directors on special projects</li></ul>Ideal Start Date: Very flexible: Q2/Q3 2025 Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.