<p><strong>Job Posting: Senior Client Service Associate– Multi-Family Office</strong></p><p>A prestigious and forward-thinking multi-family office headquartered in San Francisco is seeking a highly motivated <strong>Senior Client Service Associate </strong>to join its growing team. This firm is known for delivering bespoke financial services to ultra-high-net-worth individuals and families, offering a full suite of solutions including investment management, estate and tax planning, lending strategies, and family office services.</p><p><br></p><p><strong>About the Firm</strong></p><p>With a culture rooted in collaboration, innovation, and long-term client partnerships, these firm values professional excellence, continuous learning, and the use of technology to enhance the client experience. The team is composed of dedicated professionals who thrive in a supportive, high-performance environment.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Senior Client Service Associate </strong>will serve as a trusted advisor and primary point of contact for a select group of clients. This role requires a proactive problem solver who is detail-oriented, resourceful, and committed to delivering exceptional service. The ideal candidate will be a natural leader, capable of mentoring junior team members and contributing to firm-wide initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Act as the lead contact for all service-related needs for designated client relationships.</li><li>Execute client requests with precision, efficiency, and a high level of professionalism.</li><li>Collaborate with senior leadership on strategic initiatives and customized client solutions.</li><li>Build deep relationships by understanding client preferences and consistently exceeding expectations.</li><li>Guide and support Client Service Associates and Analysts on shared client accounts.</li><li>Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies.</li><li>Maintain strong relationships with clients’ external teams (e.g., executive assistants, personal CFOs).</li><li>Mentor new hires and serve as a technical resource within the Client Service team.</li><li>Partner with investment teams on portfolio creation and cash deployment strategies.</li><li>Contribute to internal projects and cross-functional initiatives as needed.</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Work with a respected firm serving some of the most sophisticated clients in the industry.</li><li>Be part of a collaborative, mission-driven culture that values innovation and continuous improvement.</li><li>Enjoy a flexible hybrid work structure, generous vacation policy, and a sabbatical program.</li><li>Competitive compensation and comprehensive benefits, including medical, dental, vision, and 401(k) matching.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to<strong> Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Job Opportunity: Senior Client Service Associate – Multi-Family Office</strong></p><p>A prestigious, forward-thinking multi-family office based in San Francisco is seeking a <strong>Senior Client Service Associate</strong> to join its growing team. This firm delivers highly customized financial solutions to ultra-high-net-worth individuals and families, including investment management, estate and tax planning, lending strategies, and comprehensive family office services.</p><p><br></p><p><strong>About the Firm</strong></p><p>Rooted in collaboration, innovation, and long-term client relationships, the firm fosters a culture of professional excellence and continuous learning. Technology is leveraged to enhance the client experience, and the team thrives in a supportive, high-performance environment.</p><p><br></p><p><strong>Role Overview</strong></p><p>As a Senior Client Service Associate, you’ll be the primary point of contact for a select group of clients, acting as a trusted advisor and strategic partner. You’ll lead service delivery, mentor junior team members, and contribute to firm-wide initiatives that elevate the client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the lead contact for all service-related needs across assigned client relationships</li><li>Execute client requests with precision, professionalism, and a proactive mindset</li><li>Collaborate with senior leadership to deliver tailored solutions and strategic initiatives</li><li>Build deep client relationships by understanding preferences and consistently exceeding expectations</li><li>Guide and support Client Service Associates and Analysts on shared accounts</li><li>Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies</li><li>Maintain strong relationships with clients’ external teams (e.g., executive assistants, personal CFOs)</li><li>Mentor new hires and serve as a technical resource within the Client Service team</li><li>Partner with investment teams on portfolio construction and cash deployment strategies</li><li>Contribute to internal projects and cross-functional initiatives</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Work with a respected firm serving some of the most sophisticated clients in the industry</li><li>Be part of a collaborative, mission-driven culture that values innovation and continuous improvement</li><li>Enjoy a flexible hybrid work structure, generous vacation policy, and sabbatical program</li><li>Receive competitive compensation and comprehensive benefits, including medical, dental, vision, and 401(k) matching</li></ul><p><strong>Interested in learning more?</strong></p><p>Send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect and explore how this opportunity could be the perfect next step in your career.</p>
<p><strong>Portfolio Administrator – Investment Operations</strong></p><p>A mission-driven wealth management firm is seeking a detail-oriented and technically skilled Portfolio Administrator to join its growing team. This role is central to the delivery of high-quality investment management services and offers the opportunity to work closely with financial advisors and senior investment leadership.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm provides comprehensive financial planning and investment management services to a diverse clientele, including individuals, families, and organizations. With a strong emphasis on values-driven advising and long-term client relationships, the firm fosters a collaborative and supportive work environment that prioritizes the well-being of its clients, staff, and communities.</p><p><br></p><p><strong>Role Overview</strong></p><p>The Portfolio Administrator will be responsible for managing portfolio reporting, trading, and rebalancing processes. This position requires a high level of technical proficiency, attention to detail, and the ability to work across multiple platforms and systems. The ideal candidate will also serve as a key internal resource for investment operations and support the Chief Investment Officer in various capacities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead portfolio reporting, rebalancing, and trade execution processes.</li><li>Serve as the internal expert on Tamarac/Envestnet platforms and custodial systems.</li><li>Manage data integrations between custodians and CRM systems.</li><li>Ensure accurate portfolio setup and account configuration.</li><li>Monitor portfolios for exceptions and maintain data integrity.</li><li>Collaborate with advisors and investment committee on portfolio models and settings.</li><li>Communicate with custodians to ensure timely and accurate trade execution.</li><li>Generate and distribute quarterly client reports.</li><li>Document and improve workflows, policies, and procedures.</li></ul><p><strong>Benefits</strong></p><ul><li>Competitive base compensation and performance-based bonus.</li><li>401(k) with guaranteed firm contributions and profit-sharing.</li><li>Fully paid medical, dental, and long-term disability insurance for employees and dependents.</li><li>Support for professional education and licensing.</li><li>Generous PTO, market holidays, and paid volunteer time.</li><li>Collaborative and flexible hybrid work environment.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to<strong> Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>Venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>**Contact <u>Michelle Espejo via LinkedIn or email</u> for immediate consideration and additional info. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Reply here with your interest and you will be considered promptly. Ping me on LinkedIn too at Jeffrey Abrams</p><p><strong> </strong></p><p><strong>Company:</strong></p><p>Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small and mid-cap equity market for 25+ years. With a substantial AUM across a diversified top-tier investor base, they have continued to achieve outsized returns and expanded strategically. Their team is seeking a project-minded candidate to join our internal finance and client support team. This is a high-visibility role ideal for someone looking to pursue a long-term career in asset management. </p><p><strong> </strong></p><p><strong>Responsibilities include: </strong></p><p>• RFP Process Management: </p><p> o Write, edit, and craft accurate and relevant responses to Request for Proposal (RFP) and Request for Information (RFI). </p><p> o Gather and analyze relevant data and answers from different financial software. </p><p> o Assist with data and other requests from internal and external stakeholders. </p><p> o Create and update factsheets, presentations, and commentaries </p><p> o Support our Sales team with ad-hoc marketing materials, product positioning materials and reporting </p><p>• Client Reporting & Analytics </p><p> o Maintain and update external performance reporting databases and client databases </p><p> o Analyze the necessary data and respond to data requests from clients or their advisors </p><p> o Collaborate cross-functionally with sales, investment, trading, and compliance teams on ad-hoc projects. </p><p><strong> </strong></p><p>Successful attributes for this role include strong writing, analytical, project management, collaboration, and communication skills, as well as an understanding of financial concepts and the ability to interpret documents. You will collaborate on a frequent basis with investment, sales, and compliance colleagues. </p>
<p>Colleen McAuliffe from Robert Half is looking for a Senior Accounting Manager to oversee financial operations for a dynamic events and entertainment organization in the greater San Jose Area, California. This role involves leading a team, ensuring compliance with financial regulations, and driving process improvements to support the company’s growth. The ideal candidate will bring expertise in financial reporting, team leadership, and strategic collaboration.</p><p><br></p><p>Active CPA (California) required </p><p>This role is Hybrid 3 days onsite / 2 days remote </p><p>Client only considering local to the Greater San Jose / San Francisco Area only </p><p>SAP product experience required </p><p><br></p><p>Responsibilities:</p><p>• Manage revenue recognition for a diverse range of large events. </p><p>• Lead and enhance the monthly close process to ensure timely and accurate financial reporting.</p><p>• Supervise and mentor accounting team members, providing guidance on workload distribution and fostering growth and development.</p><p>• Review facility leases and operating agreements to ensure proper accounting treatment for major capital expenditures.</p><p>• Prepare and review financial statements in compliance with organizational policies and applicable regulations.</p><p>• Coordinate annual external audits, ensuring a smooth and efficient process.</p><p>• Collaborate with tax advisors to maintain compliance and optimize tax strategies.</p><p>• Evaluate insurance policies for organizational assets and recommend appropriate coverage.</p><p>• Implement policy, process, and system improvements to strengthen accounting operations.</p><p>• Conduct budget-to-actual variance analyses to provide insights to senior leadership.</p>
<p>We are looking for a skilled Revenue Manager to join our team in Emeryville, California. In this role, you will oversee critical accounting processes, ensuring the accuracy and integrity of financial data. Your expertise will play a central role in supporting audits, reconciling accounts, and maintaining compliance with accounting standards.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Oversee all phases of the monthly financial close process.</li><li>Provide management with monthly revenue insights and performance metrics.</li><li>Manage accounting functions related to revenue and reinsurance.</li><li>Ensure accurate accounting for policy premiums under ASC 944 for short-duration insurance contracts.</li><li>Handle premium adjustments, including processing refunds and cancellations.</li><li>Analyze and report trends on key portfolio metrics, such as premium growth, New Insurance Written (NIW), and Insurance in Force (IIF).</li><li>Drive automation and process improvements by developing and integrating systems and tools to enhance efficiency.</li><li>Lead and mentor a team of revenue accountants, providing training, guidance, and performance evaluations.</li><li>Serve as the primary liaison with external auditors for quarterly reviews and year-end audits, maintaining strong communication and collaboration.</li><li>Contribute to the preparation of audited statutory statements, GAAP financial statements, and state regulatory filings.</li><li>Support the maintenance and accuracy of general and subsidiary ledgers.</li><li>Assist in creating and implementing accounting policies, priorities, and procedures.</li><li>Oversee SOX and MAR 205 documentation to ensure compliance.</li><li>Collaborate with other reporting teams to align financial data and reporting efforts.</li></ul>
<p>We are looking for a meticulous Accounting Manager/Supervisor to lead our accounting team in Solano County, California. In this role, you will oversee critical financial operations, ensure compliance with regulations, and drive process improvements to optimize workflows. This position offers an excellent opportunity for individuals with strong leadership skills and auditing expertise to advance their careers in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage daily accounting operations, including financial reporting, budgeting, and forecasting.</p><p>• Ensure compliance with internal controls and regulatory standards while mitigating financial risks.</p><p>• Lead the accounting team by mentoring staff, conducting training sessions, and fostering skill development.</p><p>• Oversee month-end and year-end closing processes to ensure accuracy and timeliness.</p><p>• Collaborate with external auditors, vendors, and stakeholders to maintain smooth operational relationships.</p><p>• Leverage auditing experience to manage internal and external audit requirements effectively.</p><p>• Identify inefficiencies and implement process improvements to enhance accounting workflows.</p><p>• Participate in department-specific projects such as system upgrades, documentation, and financial integrations.</p>
<p>Are you a seasoned leader in credit risk management, ready to take on a strategic role with regional influence? If you thrive on developing high-performing teams, driving results, and mitigating financial risk, this opportunity could be your next great career move.</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a skilled and dynamic <strong>Manager, Credit Risk</strong> to join our team within a centralized, corporate credit risk function. In this role, you’ll lead a talented team of Credit Analysts while influencing risk strategies that align with corporate objectives. You will leverage your expertise to evaluate financial capacity, manage portfolio risk, and collaborate with senior leadership to ensure robust credit policies are implemented and upheld.</p><p><br></p><p><strong>What You'll Be Responsible For</strong></p><ul><li><strong>Leadership & Team Development:</strong> Provide strategic and tactical management for a team of 2+ Credit Analysts. You’ll oversee hiring, training, mentoring, and performance management to foster growth and success.</li><li><strong>Credit Risk Strategy Execution:</strong> Manage workflows like the Daily Over Limit Report and Over Limit Expiration Report to ensure compliance, staffing efficiency, and high-quality standards.</li><li><strong>Risk Management Oversight:</strong> Support credit assessment processes, monitor portfolio risk trends (e.g., market/industry/geopolitical factors), and recommend actionable strategies.</li><li><strong>Policy Development:</strong> Develop, refine, and implement credit risk guidelines, procedures, and financial models, ensuring compliance with corporate goals and regulatory requirements.</li><li><strong>Collaborative Solutions:</strong> Work cross-functionally with the credit and collections team to solve client credit challenges, review contracts for risk, and improve overall credit risk management practices.</li></ul>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
<p>We are looking for an experienced Accounting Manager/Supervisor to oversee critical financial operations in our organization. This role involves managing key accounting processes, ensuring compliance with regulations, and delivering accurate financial reports. The ideal candidate will have a strong background in general ledger management, month-end close activities, and financial audits. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Financial Reporting & Compliance</strong></p><ul><li>Manage preparation of financial statements</li><li>Ensure adherence to ASC 842 (Leases), ASC 340-40 (Contract Costs), ASC 606 (Revenue Recognition), and other standards</li><li>Implement new accounting standards and evaluate reporting impacts</li><li>Partner with tax team on matters such as sales tax</li><li>Handle complex revenue recognition issues, including contract changes, variable consideration, and SaaS multi-element arrangements</li></ul><p><strong>Audit & External Reporting</strong></p><ul><li>Act as main liaison with external auditors during annual audits</li><li>Prepare audit support, including flux analyses, rollforward schedules, and documentation</li><li>Respond to auditor requests and provide technical accounting positions and supporting materials</li></ul><p><strong>Operational Oversight</strong></p><ul><li>Supervise accounts payable to ensure accurate and timely vendor payments</li><li>Manage commission calculations and sales compensation accounting</li><li>Review and approve journal entries, reconciliations, and related documentation</li></ul><p><strong>Leadership & Team Development</strong></p><ul><li>Lead and mentor senior accounting staff, promoting collaboration and accountability</li><li>Provide training, coaching, and feedback to support professional growth</li><li>Balance hands-on involvement with strategic leadership to drive both execution and development</li></ul><p><br></p>
<p>Job Title: Finance & Operations Manager– Asset Management Firm</p><p>Employment Type: Full-Time</p><p>Location: San Mateo; 5 days in office</p><p>Salary: $130-150k (DOE) + Bonus</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a well-established asset management firm seeking a <strong>Finance & Operations Associate</strong> to support various financial and administrative functions. This role is ideal for a detail-oriented professional with experience in accounting, payroll, and financial operations.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with <strong>accounts payable</strong> processes, ensuring timely and accurate payments.</li><li>Serve as a <strong>vendor liaison</strong>, coordinating with external partners and financial institutions.</li><li>Support <strong>payroll processing</strong>, benefits administration, and HSA plan management.</li><li>Assist with <strong>internship program onboarding and offboarding</strong>, including background checks.</li><li>Manage <strong>financial transactions</strong>, including wires and ACH transfers.</li><li>Assist with <strong>compensation and benefits administration</strong>, including annual statements and insurance renewals.</li><li>Provide <strong>accounting and tax support</strong>, including reviewing ledgers, preparing tax documents, and supporting quarterly and year-end closings.</li><li>Contribute to <strong>budgeting and forecasting</strong> efforts, as well as financial statement reviews.</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Reconciliations Accounting Manager</strong> at a <strong>thriving, financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>With decades of success, this organization takes a personalized approach to financial advocacy and offers an incredible work environment.</p><p> </p><p><strong>Enjoy top-tier benefits</strong>, including exceptional medical, dental, and vision insurance, bonuses, and generous retirement contributions.<strong> Work-life balance is a priority</strong>, with an onsite fitness center, tuition reimbursement, loan discounts, and wellness incentives. Plus, their newly upgraded office and focus on skill development make this a fantastic place to grow your career.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the end-to-end general ledger (GL) reconciliation process and governance strategy</li><li>Manage and mentor a team of internal professionals and outsourced resources</li><li>Drive automation and process efficiency using tools like BlackLine</li><li>Ensure timely, accurate reconciliations with a focus on resolving discrepancies</li><li>Oversee aged items, reserves, and write-offs in alignment with policy</li><li>Maintain and improve reconciliation checklists, documentation, and metrics</li><li>Partner with teams across operations, systems, and data to resolve issues</li><li>Act as a key liaison for auditors, regulators, and executive stakeholders</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for an <strong>Accounting Manager </strong>at a Well-Established <strong>Real Estate firm</strong>. This is a full-time permanent role based in <strong>Berkeley </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This is your chance to step into a high-impact role at a company known for turning complex sites into vibrant, mixed-use communities. Every project is different, offering variety, visibility, and the opportunity to shape real change.</p><p><br></p><p>You’ll own the numbers on major developments, work alongside sharp, collaborative teams, and play a key role in driving process improvements. If you're looking for stability, challenge, and the chance to grow with a team that truly values your ideas, this is it.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage job cost accounting and enforce budget controls</li><li>Lead monthly cost meetings and support project cash flow planning</li><li>Collaborate with project teams to forecast funding needs and manage closeouts</li><li>Review contracts and ensure compliance with internal policies</li><li>Drive process improvements and improve reporting tools</li><li>Prepare audit materials and support annual budgets and forecasts</li><li>Handle vendor setup, accruals, and cost reallocations</li></ul><p> <strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Natalie Lue with Robert Half is recruiting a non-profit <strong>Accounting Manager (24 hours per week) </strong>to join a mission driven behavioral health non-profit in San Francisco. This part-time, onsite role requires someone who can oversee critical financial functions while ensuring accuracy and compliance. If you thrive in a collaborative environment and have a strong background in non-profit accounting operations, with experience in City and County of SF grants, with previous supervisory experience in accounting operations and want to a reduced work schedule this may be for you.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Tax Manager </strong>at a Fund Services Provider. 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<strong> alternative investments like hedge funds, private equity, and venture capital, </strong>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. </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><strong>*Please contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for an experienced Accounting Manager to oversee and optimize financial operations within our organization. The ideal candidate will bring expertise in accounting systems, financial reporting, and compliance, ensuring all processes align with industry standards. This role is based in San Francisco, California, and offers the opportunity to lead a dynamic team.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Analyze and report production costs to ensure accurate tracking of manufacturing expenses.</li><li>Partner with operations to set and maintain cost standards, focusing on efficiency and cost control.</li><li>Manage the general ledger with timely, accurate recording of financial transactions.</li><li>Perform regular account reconciliations to ensure financial data integrity.</li><li>Oversee accounts payable and receivable processes, ensuring accurate and timely transactions.</li><li>Troubleshoot discrepancies and improve payment processes in collaboration with the team.</li><li>Lead the monthly financial close to deliver accurate financial statements on time.</li><li>Analyze results and provide insights on performance and variances.</li><li>Supervise and mentor a junior accountant, promoting a collaborative, high-performing team culture.</li><li>Offer guidance on accounting policies, procedures, and best practices.</li><li>Serve as a financial advisor to the CEO, providing data-driven insights for decision-making.</li><li>Collaborate with departments to develop financial strategies aligned with company goals.</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This growing wealth management firm helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends innovation, integrity, and a values-driven culture that empowers both clients and employees.</p><p> </p><p>You’ll be part of a nationally recognized firm with a boutique feel, offering best-in-class training, leadership development, and long-term incentives like profit-sharing. The culture emphasizes empathy, purpose, and collaboration, creating an environment where your career growth and meaningful impact go hand in hand.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a Personal CFO, leading client relationships and implementing holistic strategies</li><li>Advise on investments, estate, tax, insurance, and retirement planning</li><li>Prepare and present tailored financial plans, portfolios, and cash flow analyses</li><li>Build business by engaging attorneys, CPAs, and other centers of influence</li><li>Lead and mentor a service team to deliver exceptional client outcomes</li><li>Contribute to firm-wide initiatives and community impact efforts</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Accounting Manager – Accounts Payable</strong></p><p><strong>Base Salary:</strong> $95,000 – $125,000 (DOE, stretch possible) + Bonus</p><p><strong>Location:</strong> Fully Remote</p><p><strong> </strong></p><p><strong>Jennifer Fukumae</strong> is partnering with a Real Estate Asset Managment firm seeking a dynamic <strong>Accounting Manager, Accounts Payable</strong> to oversee a high-performing AP team. <strong>Apply today and connect with Jennifer Fukumae on LinkedIn for faster consideration.</strong></p><p><strong> </strong></p><p><strong>About the Role</strong></p><p>This leadership position manages a large, multi-location accounts payable team and plays a key role in driving process improvement initiatives. The ideal candidate is not only an AP subject-matter expert but also an effective leader who thrives in unstructured, fast-paced environments.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead and mentor a team of AP professionals.</li><li>Oversee high-volume AP operations (~600 invoices daily).</li><li>Partner with leadership on process improvement and system implementation projects.</li><li>Manage full-cycle month-end close for AP-related accounts.</li><li>Act as a strong liaison between US and offshore teams to ensure accuracy, efficiency, and vendor satisfaction.</li></ul><p> <strong>Ideal Candidate Profile</strong></p><ul><li><strong>Experience:</strong> 5+ years in accounting within real estate (<strong>multifamily huge plus</strong>), including 3+ years managing a team.</li><li>Full cycle month-end close experience.</li><li>Proficiency with <strong>Yardi</strong>.</li><li>Strong Excel skills (pivot tables, VLOOKUP).</li><li><strong>Leadership:</strong> Proven track record of managing distributed teams, fostering accountability, and driving results.</li><li><strong>Mindset:</strong> Independent thinker, problem solver, adaptable in an unstructured environment.</li><li><strong>Bonus Points:</strong> Understanding of purchase order requisition workflows.</li></ul>
<p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>PROPERTY ACCOUNTING MANAGER</strong></p><p>Responsibilities:</p><p>-Oversee the financial close process for all entities including review and reconciliation of property intercompany eliminations and reporting financial results to management.</p><p>-Work closely with the external auditors and Accounting Leadership to ensure thorough and accurate audits.</p><p>-Serve as the primary liaison between our internal accounting team and external (outsourced) accounting partners.</p><p>-Manage and produce monthly financials for timely and accurate reporting</p><p>-Manage daily operations of the property accounting function, ensuring accurate and timely financial reporting for assigned properties</p><p>-Responsible for reviewing work of staff including, but not limited to monthly account reconciliations, tax returns, and financial statements</p><p>-Present financial information and appropriately research and answer accounting questions to management</p><p>-Review audit schedules and work papers prepared by staff accountant</p><p>-Review or prepare footnotes to the financial statements</p><p>-Assist with the review of the audit reports to ensure audit adjustments are recorded properly and analysis/documentation is completed</p><p>-Collaborate with internal stakeholders to develop and implement process improvements to enhance efficiency and accuracy in property accounting operations</p><p><br></p>
<p>We are seeking a detail-driven and experienced <strong>Accounting Manager</strong> to lead the financial operations of our esteemed property in Napa, Ca. This is an exceptional opportunity for a hospitality professional with a strong background in hotel accounting and a commitment to accuracy, compliance, and operational excellence. The ideal candidate will play a key role in financial reporting, budgeting, and process improvement, ensuring the continued success and integrity of our accounting functions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Ensure accuracy and reconciliation of all ledgers, including Guest Ledger, Accounts Receivable Ledger, and Deposit Ledger.</li><li>Prepare and review monthly financial statements, journal entries, accruals, and all supporting documentation as part of the month-end close process.</li><li>Monitor daily revenue activity, investigating and resolving discrepancies between the Point of Sale (POS) and Property Management Systems (PMS).</li><li>Perform monthly balance sheet reconciliations, identifying and correcting variances in a timely manner.</li><li>Partner with department leaders to analyze financial performance and support budgeting and forecasting efforts.</li><li>Maintain compliance with internal financial policies and procedures, supporting both internal and external audits.</li><li>Provide operational recommendations to enhance accuracy, transparency, and efficiency in financial reporting.</li><li>Utilize problem-solving skills to address and resolve financial issues as they arise</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p> </p><p>This is a fantastic opportunity to join a well-established, highly regarded firm known for its personalized approach to financial planning. They offer a wide range of investment solutions, including advisory services, 401(k) management, insurance, and brokerage accounts—all delivered with a focus on long-term relationships.</p><p> </p><p>You can step into a <strong>leadership role</strong> where <strong>work-life balance, strong team culture, and client care</strong> are top priorities. You'll be part of a collaborative, tight-knit team that truly values the work they do and the people they serve.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the onboarding process for new clients and ensure a seamless, high-touch experience.</li><li>Manage account setup, transfers, and financial planning workflows, including e-delivery and beneficiary configurations.</li><li>Assist clients with accessing secure portals and using financial planning tools.</li><li>Prepare proposals, reports, and paperwork for client meetings, and handle all follow-up tasks.</li><li>Maintain accurate client records in CRM systems like ClientWorks and Redtail.</li><li>Support daily operations by refining procedures, monitoring compliance alerts, and managing marketing activities.</li><li>Oversee team operations, including task delegation, training, payroll, benefits, and performance reviews.</li><li>Plan and execute a minimum of three client events per year, handling logistics and ensuring brand and compliance alignment.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
