<p>We are looking for a dedicated Tax Associate to join our team in Milpitas, California. In this long-term contract role, you will assist individuals and businesses with their tax preparation needs, ensuring compliance and accuracy. This position offers an opportunity to work closely with clients while enhancing your expertise in tax-related processes.</p><p><br></p><p>Responsibilities:</p><p>• Conduct client interviews to gather necessary financial information for tax preparation.</p><p>• Provide guidance and advice to clients throughout the tax preparation process.</p><p>• Prepare individual and business tax returns with accuracy and attention to detail.</p><p>• Review completed tax returns with clients to address any questions and ensure clarity.</p><p>• Utilize tax software to streamline and manage tax filing tasks.</p><p>• Stay updated on current tax laws and regulations to ensure compliance.</p><p>• Collaborate with team members on various tasks and projects as required.</p><p>• Assist in learning and adapting to new responsibilities or tools as needed.</p>
We are looking for an experienced Tax Preparer to join our team on a contract basis during the upcoming tax season. This role is based in Palo Alto, California, and offers an opportunity to contribute your expertise to a fast-paced environment. The position requires proficiency in tax preparation, computer literacy, and familiarity with relevant software tools.<br><br>Responsibilities:<br>• Prepare individual federal and California state income tax returns accurately and efficiently.<br>• Utilize Intuit Lacerte Tax software to process and file tax documents.<br>• Organize and manage incoming tax documents, ensuring all required forms are accounted for and properly categorized.<br>• Assist with the intake process for tax-related materials, identifying and compiling essential documentation.<br>• Apply detailed knowledge of Federal and California tax regulations to ensure compliance.<br>• Maintain organized records and documentation to streamline the preparation process.<br>• Use Thomson Reuters SurePrep software to enhance workflow and accuracy.<br>• Communicate effectively with clients and team members to address questions and clarify requirements.<br>• Manage workloads during peak tax season, ensuring punctual and precise delivery of services.
<p>We are looking for a highly motivated Tax Preparer to join our client in San Ramon, California. This position offers an excellent opportunity to work in a boutique accounting firm, where you will contribute to diverse tax preparation projects and build long-term expertise in the field. As this role is contract to permanent, it provides the chance to transition into a regular position with competitive benefits.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare individual, business, and fiduciary tax returns with accuracy and attention to detail.</p><p>• Develop income tax projections and create estimated tax payment vouchers.</p><p>• Conduct audits and assist in resolving issues with federal and state taxing authorities.</p><p>• Perform thorough research on tax-related matters to provide expert recommendations.</p><p>• Communicate effectively with clients and tax authorities to address inquiries and resolve concerns.</p><p>• Utilize software tools like Intuit ProSeries and QuickBooks Online to streamline tax preparation processes.</p><p>• Collaborate with team members to ensure high-quality client services.</p><p>• Assist in preparing partnership and S corporation tax returns.</p><p>• Support ongoing compliance with federal and state tax regulations.</p>
<p>Our company is seeking an experienced Tax Preparer for the tax season with a strong background in individual and business tax return preparation, specifically utilizing ProSeries tax software. The ideal candidate will be detail-oriented, possess up-to-date knowledge of federal and state tax regulations, and demonstrate the ability to manage multiple client engagements efficiently during high-volume periods. </p><p><br></p><p>Key Responsibilities: </p><p><br></p><ul><li>Prepare and review individual, partnership, and corporate tax returns using ProSeries tax software. </li><li>Analyze financial information to accurately determine tax liabilities, deductions, and credits. </li><li>Ensure compliance with all federal, state, and local tax regulations and filing requirements. </li><li>Communicate with clients to gather essential tax documentation, resolve inquiries, and explain complex tax matters in a client-friendly manner. </li><li>Conduct quality checks on completed returns and assist with tax planning strategies throughout the year. </li><li>Stay current on changes in tax laws and regulations to ensure accuracy and compliance. </li><li>Maintain strict confidentiality of all client and firm information.</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>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR CORPORATE TAX ACCOUNTANT</strong></p><p><strong>115K-130K+BONUS+AMAZING BENEFITS</strong></p><p><br></p><p>Well established private/investment foundation with over 13B in AUM is seeking a strong Sr. Tax Accountant to join their dynamic team. This is an excellent opportunity to join a prestigious organization (ranked top 15 in US) that offers stability, work/life balance, career path and excellent benefits.</p><p><br></p><p><u>About the Position</u></p><p>Senior Tax Accountant has significant responsibilities in tax compliance, monitoring and reporting. This position ensures that the Foundation complies with tax laws and regulations while optimizing its tax position.</p><p><u>Responsibilities</u></p><p>-Proactively works with the tax advisor and team to prepare tax planning and strategy.</p><p>-Collect and track tax data, including K-1’s issued by partnerships, and tax documents from foreign corporations.</p><p>-Prepare the Foundation’s tax returns (990-PF and 990-T), including state and other related tax returns.</p><p>-Ensure timely filing of all returns and payments, including quarterly estimates and extensions. Actively monitors and accounts for tax provision.</p><p>-Analyze and interpret new tax laws and regulations. Work with tax advisors and outside counsel to assess impact and recommend procedures for compliance.</p><p>-Play a key role in audit preparedness. Maintain processes and procedures in the event of an IRS audit.</p><p>-Prepare workpapers for audited financial statements. Works with the audit team to research transactions and reconciliations on complex items during the year.</p><p>-Supports the accounting and reconcilement of the Foundation’s investment portfolio in accordance with GAAP and IRS regulations.</p><p><br></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 looking for a skilled Tax Preparer to join our team on a long-term contract basis. This role involves preparing and filing tax returns for partnerships, trusts, and individuals, with a focus on real estate entities. The ideal candidate will bring expertise in tax compliance, strong organizational skills, and a detail-oriented approach to their work. This position is based in San Francisco, California, though remote candidates may also be considered.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and file federal and state tax returns for partnerships, trusts, and individuals, with an emphasis on real estate entities.</p><p>• Utilize tax preparation software to perform accurate data entry and calculations.</p><p>• Manage and maintain fixed asset schedules, ideally with experience in Sage Intacct.</p><p>• Ensure compliance with tax regulations and reporting requirements.</p><p>• Collaborate with team members to provide support in meeting deadlines during peak tax seasons.</p><p>• Conduct thorough reviews of financial data to identify discrepancies and ensure accuracy.</p><p>• Stay updated on changes in tax laws and regulations affecting real estate businesses.</p><p>• Communicate effectively with clients and stakeholders to address tax-related inquiries and provide guidance.</p><p>• Assist in preparing documentation for audits or additional compliance reviews.</p><p>• Participate in meetings and discussions with senior management to provide insights on tax matters.</p>
<p>We are looking for an experienced Senior Director of Tax to oversee and manage all aspects of corporate tax compliance and planning for our retail organization. This role requires a strategic leader who can ensure adherence to tax regulations while optimizing processes to meet organizational goals. Based in Oakland, California, you will play a key role in shaping the company's tax strategies and ensuring timely and accurate compliance.</p><p><br></p><p>Responsibilities:</p><p>• Lead federal, state, income, and sales tax compliance, including estimates, filings, K-1/K-3s, sales tax returns, audits, and payments.</p><p> • Model waterfall distributions and calculate owner tax distributions.</p><p> • Oversee gross receipts and unclaimed property filings.</p><p> • Serve as primary tax advisor for operational initiatives and bank audits.</p><p> • Manage tax department budget, costs, vendors, and external advisors.</p><p> • Establish compliant, well-documented tax processes and audit readiness.</p><p> • Mentor tax managers and support team development.</p><p> • Partner with accounting, finance/treasury, and legal teams on tax reporting, cash forecasting, and documentation.</p>
<p>We are looking for a Tax Preparer to join our clients team on a contract basis during the busy tax season. Based in Dublin, California, this role offers an opportunity to contribute to a client-focused tax firm while utilizing your expertise in tax preparation. If you have a strong background in individual and business tax filings, we encourage you to apply and make an impact during this critical period.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Assist clients throughout the tax preparation process, ensuring accuracy and professionalism.</p><p>• Organize, scan, and manage confidential tax documents with attention to detail.</p><p>• Provide prompt and courteous customer service by answering client inquiries and phone calls.</p><p>• Support tax preparers and administrative staff with day-to-day operations.</p><p>• Utilize Lacerte tax software to prepare and manage tax filings.</p><p>• Collaborate with the team to ensure timely and efficient completion of tax returns.</p><p>• Maintain compliance with all relevant tax regulations and firm policies.</p><p>• Identify and resolve discrepancies in tax documents or filings.</p><p>• Offer guidance and support to clients regarding tax-related concerns.</p>
<p><strong>Seasonal Tax Support Specialist</strong></p><p>Contract</p><p>Join a respected boutique tax firm for the busy season. We are seeking a professional and client-focused Seasonal Tax Support Specialist to help us deliver exceptional service during tax season. Bring your accounting expertise, strong communication skills, and commitment to accuracy to make an immediate difference.</p><p> </p><p><strong>Compensation:</strong></p><p>$40–$45 per hour, commensurate with experience.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist clients throughout the tax filing process, ensuring a positive and professional experience.</li><li>Scan, organize, and maintain confidential tax documents with the highest level of accuracy.</li><li>Answer inbound client calls, provide timely assistance, and resolve inquiries with a customer-service mindset.</li><li>Deliver vital administrative support to tax preparers and internal staff as needed.</li><li>Work alongside experienced accountants using Lacerte or similar tax software.</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 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>Real Estate Accounting Manager – Private Family Office</strong></p><p>A large, multi‑generational family office is seeking an experienced <strong>Real Estate Accounting Manager</strong> to oversee the accounting and financial operations for a portfolio of residential properties and construction projects. This role offers end‑to‑end ownership, variety, and exposure within a highly trusted, relationship‑driven environment.</p><p><br></p><p><strong>About the Organization</strong></p><p>This well‑established family office manages a diverse portfolio spanning public markets, private investments, real estate, and alternative assets. The team works closely with leading advisors, auditors, and investment partners to uphold strong governance, stewardship, and long‑term wealth preservation.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Accounting Manager will handle full‑cycle accounting for residential properties while overseeing construction project accounting, vendor coordination, budgeting, and financial reporting. This role is ideal for a hands‑on professional who values autonomy, visibility, and working in a stable, non‑corporate setting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Residential Property Accounting</strong></p><ul><li>Manage full‑cycle accounting, including journal entries and monthly close</li><li>Handle AP, vendor management, and property‑level expense allocations</li><li>Prepare monthly/annual financial statements</li><li>Reconcile bank accounts, credit cards, and intercompany activity</li><li>Support budgeting and cash flow planning</li></ul><p><strong>Construction Project Accounting</strong></p><ul><li>Track construction‑in‑progress (CIP) for renovation and development projects</li><li>Review budgets, contracts, and change orders</li><li>Monitor project costs and coordinate with project managers and external partners</li><li>Capitalize completed projects and transition assets to in‑service</li></ul><p><strong>General Accounting & Family Office Support</strong></p><ul><li>Maintain strong internal controls and accounting processes</li><li>Collaborate with CPAs, tax advisors, and other external partners</li><li>Support year‑end close, audits, and tax preparation</li><li>Handle confidential financial information with discretion</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>High visibility and trust within a stable family office</li><li>Broad, meaningful scope with ownership over key assets and projects</li><li>Long‑term, relationship‑oriented environment</li><li>Opportunity to work closely with senior leadership in a low‑turnover setting</li></ul>
<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>Real Estate Accounting Manager (Residential)</strong></p><p>A privately held, multi‑generational family office is seeking an experienced <strong>Real Estate Accounting Manager</strong> to oversee accounting and financial operations for a portfolio of residential properties and ongoing construction projects. This role offers meaningful visibility, autonomy, and the opportunity to work in a trusted, relationship‑driven environment.</p><p><br></p><p><strong>About the Organization</strong></p><p>This established family office manages a diverse mix of investments, including public markets, private equity, real estate, and alternative assets. The team works closely with top-tier advisors and maintains a long-term, stewardship-focused approach to wealth management. The environment is collaborative, high‑trust, and built for stability and excellence.</p><p><br></p><p><strong>Role Overview</strong></p><p>You will take full ownership of property-level accounting, construction cost tracking, and financial reporting for residential real estate holdings. This role is ideal for someone who enjoys hands-on work, variety, and close partnership with internal stakeholders and external vendors.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Residential Property Accounting</strong></p><ul><li>Lead full‑cycle accounting for residential properties, including GL management, journal entries, and monthly close</li><li>Oversee AP, vendor management, and expense allocations</li><li>Prepare monthly/annual financial statements for property entities</li><li>Reconcile bank accounts, credit cards, and intercompany activity</li><li>Support budgeting and cash‑flow planning</li></ul><p><strong>Construction Project Accounting</strong></p><ul><li>Manage CIP accounting for development and renovation projects</li><li>Review contracts, budgets, and change orders; monitor spending vs. budget</li><li>Coordinate closely with project managers, contractors, and vendors</li><li>Capitalize completed projects and transition them to operational assets</li></ul><p><strong>General Family Office Support</strong></p><ul><li>Maintain strong internal controls and documentation</li><li>Liaise with external CPAs and tax advisors</li><li>Support year-end close, audit requests, and tax preparation</li><li>Handle sensitive financial information with discretion</li></ul><p><br></p><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary</li><li>Annual bonus (typically 6–15%)</li><li>401(k) match up to IRS maximum</li><li>Annual wellness stipend</li><li>Monthly commute benefit</li><li>Medical, dental, and vision insurance with high employer coverage</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager| Venture Capital Firm| SF Bay Area| Remote</strong></p><p> </p><p>Join an innovative multi-stage investment firm shaping the future of work, consumer tech, cybersecurity, and developer infrastructure. This is a hands-on role for an experienced accounting professional ready to support both fund and management company accounting, gain exposure to complex deal structures, and help drive financial strategy. The team values ownership, collaboration, and innovation, offering opportunities to lead process improvements and work closely with internal and external stakeholders.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Maintain fund accounting ledgers, track capital calls, distributions, and investment activity</li><li>Prepare monthly/quarterly fund financials, NAVs, and management company statements</li><li>Partner with auditors, tax advisors, and fund administrators to ensure accurate reporting</li><li>Support valuations, portfolio metrics, and audit/tax processes</li><li>Oversee daily operations: general ledger, cash management, AP, and expense processing</li><li>Lead month-end and quarter-end closes, budgets, forecasts, and variance analyses</li><li>Drive automation, process improvements, and system enhancements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a detail-oriented Staff Accountant to join our team in San Francisco, California. In this role, you will handle a variety of accounting functions, including accounts payable, financial reporting, and inventory accounting. This is an excellent opportunity for a motivated individual to contribute to a dynamic organization and grow professionally. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Full-Cycle Accounting:</strong> Oversee daily accounting tasks including journal entries, reconciliations, and month-end closing processes.</p><p><strong>Financial Reporting:</strong> Support the Finance Director in creating and reviewing financial statements for GAAP compliance and accuracy.</p><p><strong>Bank Reconciliations:</strong> Complete monthly reconciliations for all bank and credit card accounts.</p><p><strong>Inventory Management:</strong> Work with operations and sales to maintain accurate merchandise inventory records and cost reporting.</p><p><strong>Revenue Recognition:</strong> Accurately record sales, refunds, and adjustments related to merchandise.</p><p><strong>Tax Support:</strong> Assist in tax preparation by gathering documentation and supporting the Finance Director with filings.</p><p><strong>Compliance & Audits:</strong> Contribute to compliance reporting and support external audits and regulatory filings.</p><p><strong>Process Optimization:</strong> Recommend and implement improvements to financial workflows and accounts payable procedures.</p><p><strong>Accounts Payable (AP) Management:</strong></p><ul><li>Process vendor invoices accurately and on time.</li><li>Handle invoice approvals and various payment methods (ACH, wire, credit card, checks).</li><li>Ensure accurate coding of invoices to appropriate accounts and departments.</li><li>Reconcile AP accounts and resolve discrepancies.</li><li>Maintain vendor information and address payment-related inquiries.</li></ul>
<p>Our client in Concord is seeking an experienced Tax Manager for a 2+ month engagement in support of the Tax Director . This role offers the flexibility of remote work and requires a strong background in corporate tax, including both income and indirect tax. You will play a vital role in managing tax provisions, ensuring compliance, and supporting various tax-related activities for a multi-entity organization. Pay is expected to be $80-$100/hr. DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review annual income tax provisions in compliance with ASC 740 standards</p><p>• Conduct detailed reviews of supporting workpapers to ensure accuracy and completeness</p><p>• Manage corporate tax returns, including filing extensions and final submissions</p><p>• Oversee indirect tax processes, such as sales and use tax, while coordinating with controllers of smaller subsidiaries</p><p>• Collaborate with external CPA firms to provide necessary tax adjustments and financial information</p><p>• Utilize OneSource software for tax provision preparation and reporting</p><p>• Analyze and explain findings from tax workpapers to senior management</p><p>• Ensure timely preparation and review of tax-related financials, including provisions and adjustments</p><p>• Support the VP of Finance in tax-related decision-making and reporting processes</p><p>• Maintain compliance with all relevant federal, state, and local tax regulations</p>
<p>Corporate Staff Tax Accountant opportunity, contract to full time. Responsible to prepare, examine, and file company tax records while ensuring compliance with federal, state, and local regulations. Key responsibilities include preparing corporate income tax returns, multi-state sales and use tax returns, and working on tax provisions. Additionally, responsible for performing tax reconciliations and adjustments.</p><p> Duties: </p><p>● Manage all sales and use tax matters. </p><p>● Manage multi-state sales and use tax, franchise tax, and other local tax obligations for all Subsidiaries</p><p>● Maintain records of all tax filings, payments, and correspondence</p><p>● Assist in the preparation and filing of federal and state income tax returns (30+ states) as well as supporting the Tax Manager in the preparation of the income tax provision for financial statement purposes</p><p>● Prepare various schedules regarding tax planning including projected effective tax rates and other forecasting with the Tax Manager</p><p>● Comply with evolving tax laws</p><p>● Interface with various tax authorities including handling tax audits </p><p>● Stay current with any current or future pronouncements regarding tax policy changes</p><p>● Identify opportunities to improve and otherwise streamline tax function, including optimizing current processes</p><p>● Act as a knowledge base for state and local tax regulations for project or financial managers, which may include new research tasks</p><p>● Support clarity regarding tax considerations to a non-tax audience </p><p><br></p>
<p>We are looking for an experienced and detail-oriented Senior Accountant to join our team in east bay, California. In this Contract to permanent position, you will play a key role in managing financial operations, ensuring compliance with industry standards, and contributing to the accuracy of reporting and forecasting. This role is ideal for someone with expertise in accounting for the construction industry and a strong ability to oversee complex financial processes.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze monthly financial reports, including detailed Work in Progress evaluations and project cost assessments.</p><p>• Develop and maintain accurate budgeting and forecasting models, ensuring alignment with company policies and industry regulations.</p><p>• Ensure compliance with internal controls, safeguarding assets and maintaining financial integrity.</p><p>• Conduct general ledger reconciliations, including accounts receivable, accounts payable, and bank accounts, while addressing and resolving discrepancies.</p><p>• Manage intercompany invoicing processes and ensure accurate billing and reconciliation between entities.</p><p>• Oversee the preparation of journal entries for accruals, expense allocations, and other financial categories, ensuring proper documentation and accuracy.</p><p>• Maintain detailed records for audits and support external and internal audit processes.</p><p>• Track and update the fixed asset register, ensuring compliance with accounting standards and facilitating physical inventory checks.</p><p>• Prepare consolidated financial statements for multiple entities, managing eliminations and adjustments as needed.</p><p>• Lead and mentor entry level accounting staff, fostering a collaborative and productive work environment.</p>
We are looking for an experienced Trust & Estates Attorney to join our team in Walnut Creek, California. The ideal candidate will have a strong background in estate planning, trust administration, probate, and taxation, with a proven ability to deliver exceptional legal services to a diverse clientele. This role offers the opportunity to provide tailored solutions and expert representation in complex legal matters.<br><br>Responsibilities:<br>• Provide expert legal counsel in estate planning, trust administration, and probate matters.<br>• Represent clients in trust, estate, and conservatorship litigation.<br>• Handle elder law cases with sensitivity and professionalism.<br>• Advise clients on taxation matters, including estate and fiduciary tax strategies.<br>• Manage real estate litigation cases effectively.<br>• Draft and review legal documents such as wills, trusts, and probate filings.<br>• Ensure compliance with legal standards and regulations in all areas of practice.<br>• Advocate for clients in civil litigation cases, delivering strong courtroom representation.<br>• Collaborate with clients to develop customized legal strategies that meet their unique needs.<br>• Stay current on legal developments and changes in estate and tax law.
<p><strong>Summary:</strong></p><p>Our organization is seeking a hands-on Controller to lead our accounting and financial operations. As a specialized services provider, we offer a collaborative environment where attention to detail and a proactive approach are critical. The Controller will directly supervise one staff member, oversee accounting through QuickBooks Online, and manage payroll and provider commission calculations with ADP Workforce Now (WFN). The ideal candidate will bring expertise in small-company finance, thrive in a fast-paced setting, and demonstrate a thorough understanding of cash-basis accounting. Experience with commission-based compensation or payroll structures in a service setting is highly valued.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage all accounting operations using QuickBooks Online, including general ledger, accounts payable/receivable, bank reconciliations, and financial statement preparation</li><li>Oversee and accurately process payroll and commission calculations for medical providers/doctors in ADP WFN, ensuring alignment with production and revenue targets</li><li>Administer monthly close, cash basis reporting, and support year-end tax preparation</li><li>Continuously improve workflows and internal controls to support efficient, compliant processes</li><li>Provide financial analysis, forecasting, and ad hoc reporting to support business decisions</li><li>Interpret provider contracts to ensure accurate compensation calculations and address discrepancies</li><li>Coordinate with external CPA firms for tax and audit activities; public accounting background is a strong plus</li><li>Supervise and develop one accounting staff member</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>Senior Client Associate</strong></p><p>A highly respected multi‑family office is seeking a <strong>Senior Client Associate</strong> to support ultra‑high‑net‑worth client relationships and partner closely with senior leadership on complex planning and service initiatives. This is an opportunity to join a sophisticated, client‑centric firm that values excellence, collaboration, and long‑term relationship building.</p><p><br></p><p><strong>About the Firm</strong></p><p>This multi‑family office provides comprehensive wealth management services, including investment management, financial and retirement planning, lending strategy, and bespoke family office solutions. The culture is collaborative, innovative, and grounded in delivering exceptional service through deep, multi‑generational client relationships. The team values proactive problem solvers, continuous learners, and professionals who thrive in a high‑touch environment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Senior Client Associate, you will serve as a primary point of contact for designated client relationships and play a critical role in executing complex client requests. You’ll collaborate closely with senior management, partner with internal teams, and help support planning, investment, and family office activities. This role is ideal for someone who enjoys being a trusted resource, solving problems with precision, and contributing to a strong, supportive team culture.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the main contact for client service needs across assigned relationships</li><li>Execute requests with accuracy, urgency, and a high level of professionalism</li><li>Partner with senior leadership on strategic client initiatives and firm-wide projects</li><li>Build strong relationships by understanding client preferences and anticipating needs</li><li>Lead and mentor team members, providing guidance and oversight</li><li>Assist clients and their tax/estate advisors with wealth transfer, philanthropic, and tax-advantaged planning projects</li><li>Maintain strong relationships with clients’ extended professional teams (executive assistants, personal CFOs, chiefs of staff, etc.)</li><li>Work with investment teams on cash deployment, portfolio construction, and transaction support</li><li>Contribute to special internal projects and operational improvements</li></ul>
<p><strong>Interested?</strong></p><p>Apply today and share your resume with <strong>JC del Rosario</strong> <strong>via LinkedIn</strong>—I’d welcome the opportunity to connect and explore whether this role aligns with your experience and career goals.</p><p><br></p><p><strong>Controller - Venture Capital Firm</strong></p><p><strong>About the Firm</strong></p><p>Our client is a leading venture capital firm investing in high‑growth companies across enterprise software, fintech, and emerging innovation sectors. The firm operates within a lean, entrepreneurial environment where collaboration, strategic thinking, and a long‑term perspective are central to the culture. Team members thrive in a fast‑paced setting and are deeply committed to building scalable, enduring value across the portfolio.</p><p><br></p><p><strong>About the Role</strong></p><p>The firm is seeking a <strong>Controller</strong> to partner closely with the CFO across finance, accounting, and operational functions. This is a high‑impact, high‑visibility role with broad ownership spanning financial reporting, fund operations, compliance, and strategic initiatives.</p><p><br></p><p>In this position, you’ll play a critical role in strengthening the firm’s financial infrastructure, optimizing processes, and driving operational excellence as the platform continues to scale. This is an exceptional opportunity for a venture‑savvy finance leader who is excited to help build and shape a best‑in‑class finance organization.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Financial Reporting & Operations</strong></p><ul><li>Oversee all fund administration activities, including quarterly closes, audits, tax compliance, and ASC 820 valuation processes</li><li>Lead financial operations for both the management company and funds, including budgeting, cash‑flow forecasting, and internal reporting</li><li>Maintain and enhance systems for deal tracking, legal documentation, portfolio monitoring, and fund performance analytics</li><li>Prepare financial materials for LP communications, internal dashboards, advisory board meetings, and executive reviews</li></ul><p><strong>Compliance & Investor Support</strong></p><ul><li>Collaborate with the CFO, CCO, and compliance partners on regulatory filings, annual reviews, and internal control initiatives</li><li>Support fundraising efforts by preparing LP materials, managing data rooms, and responding to operational due diligence requests</li><li>Partner with investment and investor relations teams to ensure timely, accurate communication with limited partners</li><li>Maintain and enhance LP reporting packages, including capital account statements, performance metrics, and fund summaries</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>CONTROLLER - FAMILY OFFICE</strong></p><p><strong>200K-250K+BONUS</strong></p><p><br></p><p>Private single-family office serving multi-generational legacy family is seeking a hands-on Controller to join their expanding team. We are seeking an accounting professional with a natural operational acumen, strong familiarity with multi-entity trusts structures and a high degree of professionalism.</p><p><br></p><p>Responsibilities:</p><p>-Manage and oversee the full cycle accounting operations across multiple trusts, entities, including general ledger maintenance, A/P and A/R, reconciliations, and journal entries.</p><p>-Oversee financial reporting for family entities, trusts, partnerships, and investment vehicles, ensuring accuracy, timeliness, and compliance with GAAP and/or Federal income tax basis of accounting.</p><p>-Oversee the preparation of monthly, quarterly, and annual financial statements, cash flow projection reports, and performance summaries for internal stakeholders.</p><p>-Maintain and monitor multi‑entity trust structures, including tracking distributions, contributions, inter‑entity transactions, inter-company and external debt transactions tracking, and capital accounts.</p><p>-Oversee and support year-end close and audit processes, including coordination with external auditors.</p><p>-Develop and monitor budgets and variance reports to support capital planning, spending oversight, and informed decision-making.</p><p>-Maintain strong internal controls and implement process improvements to enhance accuracy and efficiency.</p><p>-Liaise with external advisors (tax, legal, investment managers, bankers) to ensure smooth coordination and timely delivery of information.</p><p>-Manage the annual tax calendar and ensure accurate, timely filing of all returns (individual, trust, partnership, etc.) and payments.</p><p>-Serve as lead in accounting software (Microsoft Dynamics 365 Business Central) maintenance, testing and training.</p><p>-Manage, train, and develop staff, prepares employee reviews and approves time off requests for division.</p><p>-Build and manage the family office’s internal financial operations.</p><p>-Design and implement scalable systems, workflows, and controls to support growth and drive operational excellence.</p><p><br></p><p><br></p>
<p>We are looking for a detail-oriented Staff Accountant to join our finance team in San Mateo, CA. In this Contract to permanent employment position, you will play a vital role in ensuring the accuracy of financial transactions, reconciliations, and reporting while supporting various accounting processes. This opportunity is ideal for professionals eager to expand their expertise in capital expenditures, month-end close procedures, and tax-related documentation. The client is ideally seeking candidates in Nevada, Ohio, or Minnesota due to future plans - you are encouraged to apply! </p><p><br></p><p>Responsibilities:</p><p>• Process and review capital purchase orders, vendor invoices, and maintain tracking schedules for capital assets and projects.</p><p>• Assist in reconciling tax abatement schedules and ensuring alignment with general ledger balances.</p><p>• Calculate and support commission accruals based on approved plans, escalating discrepancies as needed.</p><p>• Prepare journal entries, perform balance sheet reconciliations, and contribute to month-end and year-end close activities.</p><p>• Ensure accurate and timely recording of financial transactions in compliance with established policies.</p><p>• Collaborate with internal teams to gather documentation for audits and support process improvement initiatives.</p><p>• Maintain organized records and documentation related to tax incentives and abatements.</p><p>• Review and analyze budget versus actual comparisons, providing variance support.</p><p>• Follow accounting controls and procedures to ensure compliance and accuracy in financial reporting.</p><p>• Support training initiatives and contribute to enhancing accounting processes.</p>
