<p><strong>Ready to Explore What’s Next?</strong></p><p>If this role feels like a strong fit, apply today and share your resume with <strong>JC del Rosario via LinkedIn</strong>. I’d welcome the chance to connect and learn more about your background.</p><p><br></p><p><strong>Tax Manager</strong></p><p>Are you looking for a tax role where you can expand your expertise, take on meaningful responsibility, and collaborate with a close‑knit team? We’re partnering with a boutique wealth management firm that places tax strategy at the heart of its client offerings. This opportunity combines flexibility, long‑term growth, and exposure to thoughtful leadership in a supportive environment.</p><p><br></p><p><strong>What Makes This Opportunity Stand Out</strong></p><ul><li>Be part of a firm that invests in professional development and ongoing learning</li><li>Work in a relationship‑driven, client‑focused culture with strong collaboration</li><li>Grow into a leadership position as the firm continues to scale</li><li>Benefit from a flexible hybrid schedule and competitive compensation</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual and business tax returns</li><li>Assist with technical analyses and complex tax issues</li><li>Partner with senior leadership and tax staff to ensure accuracy and quality</li><li>Support client communications and deliver high‑touch service</li><li>Take on increasing review and sign‑off responsibility as your role evolves</li></ul>
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction.<br><br>Responsibilities:<br>• Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns.<br>• Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients.<br>• Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices.<br>• Maintain and strengthen client relationships through effective communication and exceptional customer service.<br>• Coordinate and manage multiple complex projects while adhering to deadlines and quality standards.<br>• Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies.<br>• Collaborate with partners and team members to develop strategies for client accounts and firm growth.<br>• Promote a culture of teamwork and integrity within the organization.<br>• Identify opportunities for efficiency improvements and implement solutions to enhance operations.<br>• Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
<p>We are offering an exciting opportunity in Mountain View, California for a Senior Accountant. This role is within the industry and will involve a hybrid workplace model, providing services to a group of clients. The position will focus on Accounts Payable processing, month-end close, general ledger reconciliations, bank reconciliations, and billing, along with accounting analysis.</p><p><br></p><p>Responsibilities:</p><p>• Carry out month-end closing procedures</p><p>• Conduct general ledger reconciliations</p><p>• Perform bank reconciliations to ensure financial accuracy</p><p>• Manage AP and billing operations for clients</p><p>• Conduct detailed accounting analysis for financial clarity</p><p>• Provide services to a diverse group of clients</p><p>• Utilize Excel for various accounting tasks</p><p>• Maintain and update client records regularly.</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like a great match, apply today and send your resume to <strong>JC del Rosario via LinkedIn</strong>—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Tax Manager</strong></p><p>Are you a tax professional seeking a role where you can grow, lead, and contribute in a collaborative environment? We’re partnering with a boutique wealth management firm that integrates a strong tax practice into its services. This position offers flexibility, professional development, and the chance to work alongside a supportive team dedicated to excellence.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Join a firm that truly values continuous learning and personal growth.</li><li>Work in a warm, client-centered environment with a strong team culture.</li><li>Build toward a leadership role as you grow with the firm.</li><li>Enjoy a flexible hybrid schedule and competitive compensation.</li></ul><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Prepare and/or review individual and business tax returns.</li><li>Support technical reviews and assist with complex tax matters.</li><li>Collaborate with senior leaders and tax preparers to ensure accuracy and quality.</li><li>Assist with client communication and deliver exceptional service.</li><li>Gradually take on increased responsibility for reviews and sign-offs over time.</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax Accountant| Wealth Management Firm | Walnut Creek | Hybrid </strong></p><p> </p><p>Our client is a <strong>boutique wealth management firm</strong> offering personalized tax and financial services to a select client base. The team values collaboration, flexibility, and long-term growth, creating an environment where professionals can build meaningful careers.</p><p> </p><p>This role offers<strong> strong compensation</strong>, company-paid health and dental insurance, paid time off and holidays, 401(k) contributions, and ongoing professional development. You’ll work closely with experienced leaders, have flexibility through a hybrid schedule, and gain the opportunity to grow into technical review and leadership responsibilities over time.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and review individual and business tax returns</li><li>Support technical tax questions and client needs</li><li>Collaborate with leadership and cross-functional teams</li><li>Take on increasing responsibility as you grow</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like a strong match, apply today and send your resume to <strong>JC del Rosario</strong> via LinkedIn—I’d love to connect and learn more about you.</p><p><br></p><p><strong>Tax Manager</strong></p><p>Are you a tax professional looking to grow your career while taking on more responsibility in a collaborative environment? We’re seeking a <strong>Tax Manager</strong> to join a boutique wealth management firm with an integrated tax practice. This role offers meaningful client exposure, professional development, and the opportunity to grow into a leadership position with a supportive, close‑knit team.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Join a firm that prioritizes learning, mentorship, and professional growth</li><li>Work in a warm, client‑focused environment with a strong team culture</li><li>Opportunity to step into increasing leadership responsibilities over time</li><li>Enjoy a flexible hybrid schedule and competitive compensation</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Prepare and/or review individual and business tax returns</li><li>Support technical reviews and assist with more complex tax matters</li><li>Collaborate closely with senior leadership and tax preparers to ensure accuracy and quality</li><li>Assist with client communications and deliver exceptional client service</li><li>Gradually take on greater responsibility for reviews and final sign‑offs</li></ul>
<p><strong>Looking for a remote Fund Accountant role with a Hedge Fund? Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a tech-forward investment firm seeking a sharp, motivated Fund Accountant</strong> to join their expanding team. This firm has spent nearly two decades building a multi-billion-dollar platform powered by advanced machine learning and quantitative research—making it a destination for those who enjoy solving complex problems in a modern investment environment.</p><p><br></p><p><strong>The Opportunity</strong></p><p>This role sits at the core of the firm’s investment operations. You’ll be responsible for the day-to-day accounting and reporting across multiple strategies while working shoulder-to-shoulder with leaders in finance, operations, and technology. It’s a strong fit for someone who thrives in a detail-driven role and enjoys collaborating in an intellectually curious, research-oriented setting.</p><p><br></p><p> <strong>What Makes This Role Unique</strong></p><ul><li>A collaborative, supportive culture where employees tend to stay long-term</li><li>Close access to industry veterans, technical experts, and PhD-level professionals</li><li>Exposure to sophisticated, tech-driven investment processes</li><li>A rapidly growing organization, which means evolving responsibilities and room to advance</li><li>Competitive benefits package, including:</li><li>20 days PTO</li><li>9 sick days</li><li>401(k) with company match</li><li>Comprehensive health plans on par with leading tech companies</li></ul><p><br></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Accounting Manager (Title Flexible)</strong></p><p><br></p><p><strong>Overview</strong></p><p>We’re partnering with a well‑established venture capital firm seeking an <strong>Accounting Manager</strong> to support its management company operations. This is a high‑impact role for someone who enjoys ownership, process improvement, and working closely with senior leadership in a collaborative, fast‑moving environment.</p><p>The firm manages several billion dollars in assets and invests in early‑stage, high‑growth companies. This role offers the opportunity to help evolve and scale the management company accounting function while working alongside a sharp, supportive finance team.</p><p><br></p><p><strong>Why This Opportunity</strong></p><ul><li>High‑visibility role with meaningful influence over processes and systems</li><li>Collaborative, growth‑oriented finance team with strong leadership support</li><li>Opportunity to modernize and improve in‑house accounting operations</li><li>Competitive compensation with annual bonus</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Own quarterly and annual financial statements, ensuring accuracy, compliance, and sound judgment across allocations and reconciliations</li><li>Manage cash activity, payments, distributions, and the general ledger for the management company</li><li>Oversee the full accounts payable function, including vendor payments, corporate cards, intercompany activity, expense reimbursements, and bank reconciliations</li><li>Lead semi‑monthly payroll and 401(k) administration, ensuring accuracy, compliance, and a seamless employee experience</li></ul>
<p><strong>Lead, Influence, and Step into a Succession Opportunity </strong></p><p><br></p><p> A well-established and growing tax and advisory firm is seeking a highly experienced Tax Accounting Leader to step into a succession-focused role designed to support the long-term continuity of the firm. This position is intended for an experienced Tax Accountant who is ready to assume increasing responsibility, work closely with ownership, and ultimately pursue partnership and firm leadership. </p><p> This role goes beyond traditional senior accounting responsibilities. It offers a clear pathway to ownership succession, making it an excellent opportunity for someone seeking a lasting home and the ability to shape the future of a practice. </p><p><br></p><p><strong>Role Overview </strong></p><p>You will take ownership of complex tax engagements, serve as a primary advisor to key clients, and work directly with firm leadership as part of a planned succession strategy. Over time, you will assume expanded leadership responsibilities with the opportunity to achieve partnership at the firm. </p><p><br></p><p><strong>Key Responsibilities </strong></p><ul><li>Prepare and review complex federal, state, and local tax returns for individuals, partnerships, S corporations, trusts, and other entities </li><li>Act as a trusted advisor to clients through strategic tax planning and year-round consultation </li><li>Manage IRS, FTB, and other taxing authority correspondence and resolutions </li><li>Oversee additional compliance filings including sales/use tax and business property tax </li><li>Maintain accurate and organized client documentation in line with firm standards </li><li>Drive process improvements, workflow efficiencies, and practice development initiatives </li><li>Mentor and support staff as part of leadership succession planning</li></ul>
We are looking for an experienced Accountant to join our team on a contract basis in Sunnyvale, California. In this role, you will play a key part in managing financial records, preparing tax filings, and ensuring compliance with all relevant regulations. This is an excellent opportunity for someone with strong attention to detail to contribute their expertise in a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Prepare accurate tax returns for individuals, businesses, corporations, and trusts, ensuring compliance with federal, state, and local regulations.<br>• Identify legal deductions and tax-saving opportunities to optimize financial outcomes for clients.<br>• Maintain and organize client financial records to ensure accuracy and accessibility.<br>• Monitor multiple client deadlines and deliverables to ensure timely submissions.<br>• Provide personalized and strategic tax advice to clients while building strong relationships.<br>• Collaborate with team members to deliver integrated and seamless client services.<br>• Stay informed on the latest changes in tax laws and regulations to provide expert guidance.<br>• Safeguard confidential financial information, adhering to strict privacy standards.<br>• Perform bank reconciliations, journal entries, and manage accounts payable and receivable functions.<br>• Utilize accounting software such as QuickBooks and Lacerte to streamline workflows and maintain data accuracy.
<p>Growing and established company is looking for an excellent Staff Accountant in Mountain View, California (hybrid 3/2 after training in-office). The position involves handling a wide range of accounting functions, including Accounts Payable (AP), Cash applications, Bank Reconciliations, and General Ledger maintenance. </p><p><br></p><p>Responsibilities </p><p>• Carry out the accurate and efficient processing of accounts payable and ensure they are correctly coded to the appropriate general ledger account. </p><p>• Oversee the transaction booking related to checking accounts, including cash withdrawals, broker account activities, and non-cash transactions such as loan-associated purchases.</p><p>• Maintain organized physical record retention systems, which includes filing documents into cabinets. </p><p>• Perform account and bank reconciliations to verify all payments have been duly recorded and all accounts are balanced.</p><p>• Assist in generating financial statements on a monthly and quarterly basis to clients, ensuring timeliness and accuracy. </p><p>• Prepare and present Excel worksheets containing client financial data analysis, such as broker analysis and construction, or investment history spreadsheets. </p><p>• Generate and update client cash reports for monthly client deliverables and in-house review of client disbursements.</p>
ACCOUNTS RECEIVABLE SUPERVISOR<br><br>Established East Bay company working in contractor trade industries is seeking an Accounts Receivable Supervisor. The primary responsibilities for this position are trade receivable collections, securing collateral for large transactions, customer receipts postings, determination of customer credit worthiness and credit limits, and working with office staff on tasks related to company requirements. A successful candidate will have effective organizing skills, time management skills, and extreme attention to detail and accuracy. Position reports directly to the Controller.<br><br>Responsibilities:<br>• Multi-company trade receivable collections and management of customer remittances<br>• Establish, maintain and update customer credit limits and manage customer accounts<br>• Secure collateral for large trade transactions, including pre-lien and lien positions<br>• Manage multi-branch communication/phone systems<br>• Manage company fleet registration, insurance and reporting requirements<br>• Manage company Certificate of Insurance requirements<br>• Reconciliation of company railcar movements (monthly) and filing of annual reports<br>• Filing of miscellaneous annual reports as needed<br>• Company projects as needed<br><br>Requirements:<br>• 5+ Years of Accounting experience<br>• Experience in Accounts Receivable within the construction industry (or similar)<br>• Experience with MS Office, especially Excel<br>• Working knowledge of pre-lien transactions<br>• Working knowledge of ERP accounting system preferred (MAS200)<br>• Solid communication skills, both written and verbal<br>• Strong attention to detail<br>• Strong organizing skills<br>• Experience with intercompany transactions preferred
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ACCOUNTING MANAGER OR CONTROLLER </strong></p><p><br></p><p>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.</p><p>Responsibilities:</p><p>-Review reconciliation of all balance sheet accounts and applicable schedules to ensure accurate reporting.</p><p>-Supervise the month-end close process, bank reconciliations, A/R and A/P review and preparation of financial packets.</p><p>-Experience with general ledger and journal entries</p><p>-Prepare and review monthly and quarterly financial statements.</p><p>-Prepare owner distributions (monthly, semi- monthly, quarterly and annually; mortgage payments).</p><p>-Oversee Capex lender reserve draws.</p><p>-File and pay all Personal Property taxes and franchise tax</p><p>-Review & approve Accounts Payable weekly processing</p><p>-Manage and mentor staff</p><p><br></p><p><br></p><p> </p><p> </p><p> </p><p> </p>
<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>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax Advisor| Wealth Management| San Jose</strong></p><p> </p><p>Our client is a<strong> growing wealth management firm</strong> serving high-net-worth individuals and families with thoughtful, full-service advice. Known for its collaborative culture and client-first mindset, the firm is expanding its tax advisory offering to meet rising demand.</p><p> </p><p>This <strong>Tax Advisor </strong>role is a chance to help build a new practice area from the ground up while joining a close-knit, high-caliber team. You’ll work in a beautiful San Jose office, enjoy real work-life balance, and<strong> have clear paths for advancement, including potential ownership</strong>.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver tax planning, advisory, and compliance services for high-net-worth clients</li><li>Manage a book of clients with complex tax needs</li><li>Prepare individual, trust, and estate returns using SurePrep</li><li>Stay current on tax regulations and ensure compliance and confidentiality</li><li>Communicate proactively with clients to provide exceptional service</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are seeking an experienced Finance expert with strong attention to detail to lead financial reporting efforts for a prominent organization in the technology. This role requires the ability to manage complex reporting processes, ensuring compliance and accuracy in all financial documents. </p><p><br></p><p>Responsibilities:</p><p>Oversee the preparation and submission of accurate financial reports</p><p>Manage earnings per share (EPS) calculations and reporting to maintain transparency.</p><p>Lead the development and presentation of annual financial plans to support organizational goals.</p><p>Review and analyze financial data to identify trends and provide actionable insights.</p><p>Ensure timely completion of annual financial reporting processes while adhering to regulatory standards.</p><p>Collaborate with cross-functional teams to streamline reporting workflows and improve efficiency.</p><p>Monitor changes in regulations to ensure all financial documents align with current requirement</p><p>Direct the implementation of best practices in financial reporting to enhance organizational performanc</p><p>Provide strategic recommendations to senior leadership based on thorough analysis of financial reports</p>
We are looking for an experienced and detail-focused Controller to join our team in Fremont, California. This role is ideal for a finance expert with a strong background in accounting principles, financial regulations, and leadership skills, particularly within the construction industry. The Controller will play a key role in managing financial operations, ensuring compliance, and contributing to strategic decision-making.<br><br>Responsibilities:<br>• Oversee the preparation and accuracy of financial statements and reports in accordance with regulatory standards.<br>• Manage accounting processes such as percentage-of-completion revenue recognition and standard costing procedures.<br>• Lead the implementation and maintenance of accounting systems, including Trimble Viewpoint Spectrum, Vista, and FileMaker Pro.<br>• Develop and mentor team members, fostering growth and building a collaborative work environment.<br>• Ensure compliance with financial regulations and reporting requirements, including US GAAP standards.<br>• Collaborate with various stakeholders including clients, employees, and management to support organizational goals.<br>• Analyze financial data to identify errors, implement solutions, and optimize processes.<br>• Provide strategic recommendations to senior leadership based on financial analyses.<br>• Monitor and manage organizational budgets, ensuring alignment with business objectives.<br>• Drive organizational planning and decision-making through strategic financial insights.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Management Company Lead | Leading Venture Capital Firm | Palo Alto | Hybrid | $180-250k Base + Bonus + Top Perks</strong></p><p> </p><p>Join a lean, high-performing team that’s redefining how corporate finance and accounting operate within the venture capital space. This is a hands-on leadership role for someone who thrives on building smarter systems, optimizing workflows, and driving meaningful change.</p><p> </p><p>You will lead the evolution of a QuickBooks and Google Sheets-based accounting and FP& A function into the future, implementing stronger systems, smarter processes, and scalable solutions that keep pace with a top-performing VC firm.</p><p><strong>If you’re someone who asks, <em>“How can we make this better?”</em> and actually delivers results, this is your kind of role.</strong></p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee day-to-day financial operations, including GL management, AP, financial reporting, budgeting, and forecasting.</li><li>Lead or partner on major accounting system implementations and automation projects.</li><li>Identify and execute process improvements, from outsourcing opportunities to efficiency gains across entities.</li><li>Prepare consolidated management company budgets, track variances, and support strategic planning.</li><li>Collaborate cross-functionally to align financial processes with business goals.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
