14 results for Tax Manager Venture Capital in San Francisco Ca
Tax Manager - Venture Capital / Private Equity<p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Join a top fund services firm in California known for its excellent reputation and balanced work culture. Specializing in tax planning, fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like environment with opportunities for professional growth. Enjoy a more manageable busy season while gaining hands-on experience across diverse asset classes. <strong>SUPER FLEXIBLE WITH REMOTE WORK (must live in the Bay Area)</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide comprehensive tax services in line with U.S. tax regulations and deadlines.</li><li>Oversee the preparation and review of federal and state tax returns, ensuring compliance and process control.</li><li>Stay updated on tax legislation changes and advise clients and internal teams.</li><li>Build and manage client relationships with a focus on planning, consulting, and tax risk mitigation.</li><li>Enhance processes with best practices, mentor the tax team, and collaborate with external auditors.</li><li>Calculate quarterly tax payments, handle client and authority inquiries, and manage ad-hoc tax requests.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p>Private Equity / VC Tax Manager<p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Join a top fund services firm in California known for its excellent reputation and balanced work culture. Specializing in tax planning, fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like environment with opportunities for professional growth. Enjoy a more manageable busy season while gaining hands-on experience across diverse asset classes. <strong>SUPER FLEXIBLE WITH REMOTE WORK (must live in the Bay Area)</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide comprehensive tax services in line with U.S. tax regulations and deadlines.</li><li>Oversee the preparation and review of federal and state tax returns, ensuring compliance and process control.</li><li>Stay updated on tax legislation changes and advise clients and internal teams.</li><li>Build and manage client relationships with a focus on planning, consulting, and tax risk mitigation.</li><li>Enhance processes with best practices, mentor the tax team, and collaborate with external auditors.</li><li>Calculate quarterly tax payments, handle client and authority inquiries, and manage ad-hoc tax requests.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p>Headline VC Firm - Tax & Accounting Manager<p>Jeff Abrams is seeking a Tax and Fund Accounting Manager to join his client's team in Menlo Park, California. This role primarily involves managing and maintaining general ledgers, preparing financial statements, and coordinating with various service providers for audit and tax filings. Additionally, you will be expected to monitor cash positions, process investment capital calls and distributions, and respond to inquiries.</p><p><br></p><p>Responsibilities:</p><p>· Maintain general ledgers for Funds and GP, including tasks such as recording quarterly expenses, accruals, intercompany transactions, investment activities, and partner allocations.</p><p>· Prepare quarterly and annual financial reports, ensuring accuracy and compliance.</p><p>· Collaborate with the finance team to ensure timely and precise audit and tax filings by coordinating with external service providers, researching complex tax and accounting matters, and supporting both internal and external audit and tax processes.</p><p>· Oversee the cash flow management for assigned Funds, ensuring proper liquidity.</p><p>· Manage and process capital calls and distributions for both Funds and Investments, ensuring accurate records and execution.</p><p>· Review reporting packages prepared by Fund Admin Accountants, including capital calls and distributions, financial statements, and other partner-related documents.</p><p>· Liaise with Investor Relations to address inquiries from limited partners effectively.</p><p><br></p><p>For immediate consideration please apply here AND contact Jeff Abrams via LinkedIn</p>Fund Accounting Manager - Reputable Venture Fund<p>Please<strong> *contact <u>Michelle Espejo via LinkedIn or Email </u></strong>for fastest consideration for this opportunity.</p><p><br></p><p>Join a top <strong>venture capital </strong>firm in the Bay Area, currently managing billions with the region's best entrepreneurs. Be part of a dynamic, collaborative team, with the added perks of a flexible work schedule, fantastic pay, and great benefits - from fully covered insurance to profit sharing in your 401(k) and even free meals.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Handle Fund and GP ledgers, expenses, accruals, transactions, and allocations.</li><li>Craft quarterly and yearly financial statements.</li><li>Work with finance chiefs and external parties for audits and taxes.</li><li>Monitor cash, manage capital calls, and handle distributions.</li><li>Oversee Fund Admin's reports and answer queries from partners.</li></ul><p><strong>Please contact <u>Michelle Espejo via LinkedIn or email</u> for additional info or any questions you may have. </strong></p>Tax Director/Manager - Corporate<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE DETAILS </strong></p><p><br></p><p><strong>TAX MANAGER </strong></p><p>Well established and stable real estate company is seeking a Tax Manager with experience in real estate investment trusts (REITs). This is an excellent opportunity to join a company with a great culture and has been on the list of Best Companies to Work.</p><p>Responsibilities:</p><p>The Tax Manager is responsible for assisting with all aspects of income tax compliance, including federal and state, tax planning activities, and other related projects as directed.</p><p>• Prepare/Review/Assist with income tax compliance matters including accurate preparation and timely filing of federal and state income and franchise tax returns, extensions, and estimated tax payments</p><p>• Assist with organizing and registering entities with various state and local tax jurisdictions</p><p>• Prepare/Review quarterly and year-end tax provision and related footnote disclosures</p><p>• Prepare/Review REIT tests and REIT administration activities</p><p>• Research federal and state tax issues and assist in the development of ongoing tax strategies to minimize tax liabilities and maintain REIT status</p><p>• Assist in various other tax matters as needed, including ongoing review of tax procedures to streamline processes and minimize risk</p><p>• Provide ad hoc tax analyses and other special projects as needed</p><p><br></p><p><br></p>Tax Sr. - Corporate<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>Senior Accountant, Real Estate Investment Firm<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Senior Accountant </p><p>Location: San Francisco 100% onsite </p><p>Salary: 85k-100k base salary + bonus </p><p> </p><p>About the Company: This company operates in the property management and real estate sector, ensuring meticulously maintained financial operations and reporting in a professional business environment. They also value compliance, budgeting, and interdepartmental coordination.</p><p> </p><p>Key Responsibilities:</p><ul><li>Monitor various aspects of financial operations and reporting including account payables and receivables, revenue, and expenses.</li><li>Participate in month-end close activities and prepare monthly financial reporting packages.</li><li>Review and monitor cash flow forecasts for multiple bank accounts and projects as needed.</li><li>Coordinate and prepare documentation for the annual tax returns on certain properties.</li><li>Work closely with the Property Management team in the preparation of annual budgeting.</li></ul><p> </p><p><br></p>Sr. Fund Accountant<p>Jeff Abrams with Robert Half is looking for a Sr. Fund Accountant to join his client's team in the Financial Services industry. In this role, you will be entrusted with the recording and tracking of investments, preparation of financial statements, and liaison with investors. You will also engage directly with the investment team and assist in a variety of accounting-related tasks.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Ensure efficient and accurate processing of customer credit applications</p><p>• Maintain precise customer credit records</p><p>• Handle all aspects of cash management including capital calls, cash, and distributions</p><p>• Engage directly with the investment team to assist with portfolio company valuations</p><p>• Prepare financial statements for the fund and management company on a quarterly and annual basis</p><p>• Liaise with fund investors to address financial information requests</p><p>• Assist with accounting and tax work related to fund investments</p><p>• Monitor cash balances and assess capital needs and uses</p><p>• Coordinate with external auditors and assist in the preparation of audited annual reports</p><p>• Undertake a range of ad hoc projects to support various team members in the Accounting department.</p><p><br></p><p>If interested, please reach out to Jeff Abrams via LinkedIn</p>Fund Accountant - FiDi - Hybrid!<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Senior Fund Accountant</p><p><strong>Location: </strong>San Francisco (FiDi); 2-3 days in office</p><p><strong>Experience Level:</strong> Senior Level</p><p><strong>Salary</strong>: $115-145K</p><p> </p><p>A top-tier, global equity firm is expanding their finance team. If selected, you will be an integral member of the accounting team with substantial responsibility from day one. This is a perfect position for someone looking to build a long-term career in investment accounting at a leading global private equity firm. The company culture is familial, supportive, career minded (meaning lots of opportunities for development and promotion) and also a quality first environment (learn from the best). The team is large and well-structured. The firm is generous with their employees and rewards quality work and commitment.</p><p> </p><p><strong>Responsibilities:</strong></p><p>• Obtain and maintain a thorough understanding of the financial reporting and general ledger structure.</p><p>• Review quarterly and annual financial statements of Funds for accuracy, completeness and overall presentation in accordance with US GAAP.</p><p>• Work with the financial management team to ensure accurate and timely audit and tax filings by coordinating with various outside service providers, researching technical tax and accounting issues as needed, and assisting with the overall audit and tax process internally and externally.</p><p>• Monitor cash position for various Funds and project future cash requirements.</p><p>• Collaborate with the finance management team to support overall department and company goals and objectives.</p><p>• Monitor and analyze department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy.</p><p>• Support the finance management team with advising a team of accountants regarding the handling of non-routine reporting transactions.</p><p>• Mentoring and coaching junior members of the team.</p>Senior Fund Accountant in the FiDi Hybrid<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Senior Fund Accountant</p><p><strong>Location: </strong>San Francisco (FiDi); 2-3 days in office</p><p><strong>Experience Level:</strong> Senior Level</p><p><strong>Salary</strong>: $115-145K</p><p> </p><p>A top-tier, global equity firm is expanding their finance team. If selected, you will be an integral member of the accounting team with substantial responsibility from day one. This is a perfect position for someone looking to build a long-term career in investment accounting at a leading global private equity firm. The company culture is familial, supportive, career minded (meaning lots of opportunities for development and promotion) and also a quality first environment (learn from the best). The team is large and well-structured. The firm is generous with their employees and rewards quality work and commitment.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Obtain and maintain a thorough understanding of the financial reporting and general ledger structure.</p><p>• Review quarterly and annual financial statements of Funds for accuracy, completeness and overall presentation in accordance with US GAAP.</p><p>• Work with the financial management team to ensure accurate and timely audit and tax filings by coordinating with various outside service providers, researching technical tax and accounting issues as needed, and assisting with the overall audit and tax process internally and externally.</p><p>• Monitor cash position for various Funds and project future cash requirements.</p><p>• Collaborate with the finance management team to support overall department and company goals and objectives.</p><p>• Monitor and analyze department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy.</p><p>• Support the finance management team with advising a team of accountants regarding the handling of non-routine reporting transactions.</p><p>• Mentoring and coaching junior members of the team.</p>Tax Planning and Advisory - Family Office / Private Equity<p>For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams</p><p><br></p><p>A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities. Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment. The finance group, which provides support to the Firm, it's partners and managing directors, currently has a team of twenty people including the CFO. This role will be highly consultative and will also have great mentorship from the Director of the team and the CFO. </p><p><br></p><p>This position will be compensated generously according to market benchmarks and also includes an equity component. Cherry on-top, the team has an excellent culture and tenure. </p><p><strong> </strong></p><p><strong>Primary Responsibilities: </strong></p><p><br></p><p><strong>Tax Planning </strong></p><ul><li>Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations</li><li>Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office</li><li>Review income tax returns for various individual, partnership and fiduciary entities for the family office </li><li>Researching tax related issues </li><li>Assisting with special projects on an as-needed basis </li></ul><p><strong>Risk Management </strong></p><ul><li>Identifying and managing risks to the family's wealth, including insurance and asset protection strategies.</li></ul><p><strong>Estate Planning </strong></p><ul><li>Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning.</li></ul><p><strong>Philanthropy </strong></p><ul><li>Managing charitable giving and setting up philanthropic foundations.</li></ul><p><strong>Legal and Compliance</strong> </p><ul><li>Ensuring that all family office activities comply with legal and regulatory requirements.</li></ul><p><strong>Financial Administration</strong> </p><ul><li>Overseeing day-to-day financial operations, bill payments, and cash flow management.</li><li>Coordinating with third-party providers </li><li>Preparing financial statements </li></ul><p><br></p>Tax Director - Asset Management Firm<p>Please<strong> contact <u>Michelle Espejo via LinkedIn or Email </u></strong>for fastest consideration for this opportunity.</p><p><br></p><p>Join a prominent <strong>investment firm </strong>that blends ambition with a strategic approach, managing a diverse portfolio of global assets exceeding $20 billion. Experience an entrepreneurial culture that values diversity, balance, and community engagement. Enjoy a <strong>HYBRID </strong>schedule, comprehensive medical, dental, and vision coverage for you and your family, a 401(k) match, pre-tax FSA and dependent care contributions, a paid cell phone plan, and a home office setup stipend. Become part of a supportive, collaborative, and grounded team.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee tax structuring, compliance, and review.</li><li>Manage and address tax leakage.</li><li>Supervise Tax Managers.</li><li>Collaborate with external partners.</li><li>Strategically plan across various aspects of the tax function.</li></ul><p>Please<strong> contact <u>Michelle Espejo via LinkedIn or Email </u></strong>for fastest consideration for this opportunity.</p>Financial Reporting Manager<p>Yuzo Shimura with Robert Half is in search of a Financial Reporting Manager to join his client's team in the Financial Services industry. The role involves guiding the daily operations of the Accounting department, ensuring precise and prompt processing of all departmental tasks. You will also play a key role in staff development, ensuring service provided to employees is both courteous and efficient.</p><p><br></p><p>Responsibilities: </p><p>• Develop written procedures to ensure operational efficiency and compliance with accounting activities within the organization.</p><p>• Act as mentor for employees by coaching and offering feedback to help improve performance.</p><p>• Supervise the preparation of general ledger and subledger account reconciliations by the Accounting staff, ensuring accounts are balanced and outstanding items are cleared within set deadlines.</p><p>• Assist with month-end processing, income and expense review, and financial statement preparation.</p><p>• Act as back-up for all Accounting desks including Accounts Payable, Fixed Assets, Investment Accounting.</p><p>• Assist in the review of the quarterly Call Report and preparation of financial information gathering for auditors, examiners, and regulators.</p><p>• Train and supervise the daily work of accounting employees, addressing questions, concerns, and assisting with job-related problems.</p><p>• Cross-train Accounting staff to ensure all positions are supported during vacations and illnesses and to promote employee growth and development.</p><p>• Assist with software upgrade reviewing and testing, and approve AP and GL posting batches.</p><p>• Assist with the sales and use tax filing to the State Board of Equalization.</p><p><br></p><p>If you are interested in this role, please reach out to Yuzo Shimura via LinkedIn</p>Sr. Accountant<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS </strong></p><p><br></p><p><strong>SENIOR ACCOUNTANT </strong></p><p><br></p><p><strong>This is a great opportunity to join a stable and work/life balance company. </strong></p><p>Responsibilities:</p><p>The Senior Accountant is responsible for the day-to-day accounting functions including:</p><p>· Preparation and posting of month end journal entries.</p><p>· Preparation of bank reconciliations and investment account reconciliations. </p><p>· Assist in preparation of forecasts and budgets.</p><p>· Preparation of financial information and analysis.</p><p>· Prepare monthly management fees</p><p>· Preparation of CAM Reconciliations</p><p>· Process payable invoices bi-monthly </p><p>· Assist with 1099, 571-L and other filings.</p><p>· Analyze, research and resolve accounting discrepancies and questions. </p><p>· Assist in monthly and year end close processes. </p><p>· Preparation with annual income tax return PBC documents and files. </p><p>· Preparation of annual 1099, 571-L and other filings. </p><p><br></p><p><br></p>