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155 results for Tax Services Manager in San Francisco, CA

Accounting Manager for Financial Institution
  • Dublin, CA
  • remote
  • Permanent
  • 110000.00 - 145000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae with Robert Half Finance & Accounting</strong> is partnering with a well-established Credit Union in Dublin to hire an <strong>Accounting Manager – Reconciliations</strong>. This is a fantastic opportunity to join a collaborative, mission-driven financial services team.</p><p><strong>Compensation:</strong> $110,000 – $145,000 base salary + discretionary bonus</p><p><strong>Location: Dublin, CA | Hybrid (3 days onsite)</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and oversee the <strong>general ledger account reconciliations process</strong>, including management, leadership, and governance.</li><li>Design and implement the organization’s reconciliation operating model, including oversight of both onsite and outsourced resources.</li><li>Drive <strong>automation initiatives</strong> using BlackLine and other technology solutions.</li><li>Ensure reconciliations are performed <strong>timely, accurately, and consistently</strong>, with proper identification and tracking of reconciling items.</li><li>Oversee completion of the monthly <strong>Reconciliations Checklist</strong> with documentation and appropriate approvals.</li><li>Manage aging reports of reconciling items, including reserves and write-offs in line with policy.</li><li>Develop and maintain reconciliation performance metrics and reporting.</li><li>Perform and review reconciliations as needed, ensuring compliance with established standards.</li><li>Maintain process flow documentation and <strong>Balance Sheet Reconciliation Standards</strong>.</li><li>Partner cross-functionally with Accounting, Operations, Core, and Enterprise Data teams to resolve reconciliation issues and strengthen processes.</li><li>Communicate effectively with senior management, auditors, committees, and regulators.</li><li>Champion a culture of <strong>continuous improvement</strong> in reconciliation practices.</li></ul><p><br></p>
  • 2025-11-26T01:09:09Z
Wealth Manager - Prestigious RIA Firm
  • Mill Valley, CA
  • onsite
  • Permanent
  • 130000.00 - 150000.00 USD / Yearly
  • <p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Wealth Manager</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Wealth Manager</strong> to join a boutique investment advisory firm dedicated to delivering exceptional service and holistic financial planning. This role is ideal for advisors with 5+ years of experience who want to deepen client relationships, provide comprehensive planning, and contribute to firm growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a trusted advisor for high-net-worth clients, delivering tailored financial planning and investment strategies.</li><li>Manage and grow a book of business through firm referrals and personal efforts.</li><li>Develop and execute plans covering retirement, tax, estate, and risk management.</li><li>Support business development initiatives and participate in community engagement.</li><li>Ensure compliance with regulatory standards and maintain accurate client records.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation with performance-based incentives.</li><li>401(k) plan with company match.</li><li>Paid time off and holidays.</li><li>Leadership and professional growth opportunities.</li></ul>
  • 2025-11-25T20:04:46Z
Sr. Client Service Associate - Emerging Investment Firm
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 115000.00 USD / Yearly
  • <p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and explore this opportunity with you!</strong></p><p><br></p><p><strong>Senior Client Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Senior Client Associate</strong> to join a top-tier wealth management team serving ultra-high-net-worth clients. This role blends <strong>client relationship management, strategic planning support, and leadership responsibilities</strong> in a collaborative, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the <strong>primary point of contact</strong> for client service requests, ensuring timely and accurate execution.</li><li>Partner with senior leadership on <strong>customized client strategies</strong> and firm-wide initiatives.</li><li>Build and maintain strong client relationships, anticipating needs to deliver exceptional service.</li><li>Assist with <strong>complex wealth transfer strategies</strong>, philanthropic planning, and tax-advantaged solutions.</li><li>Collaborate with internal investment teams on <strong>portfolio construction and cash deployment</strong>.</li><li>Mentor team members and contribute to a <strong>positive, high-performance culture</strong>.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive <strong>compensation and bonus structure</strong>.</li><li>Comprehensive <strong>health coverage</strong> and <strong>401(k) match</strong>.</li><li>Flexible vacation policy, <strong>sabbatical program</strong>, and hybrid work options.</li><li>Collaborative culture with <strong>ample opportunities for growth</strong>.</li></ul>
  • 2025-12-04T16:08:36Z
Accounting Manager
  • Oakland, CA
  • remote
  • Permanent
  • 130000.00 - 170000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager | Real Estate Development Firm | Berkeley | Hybrid </strong></p><p> </p><p>Step into a high-impact role at a company known for transforming complex sites into vibrant, mixed-use communities. Each project brings variety, visibility, and the chance to make a real difference. You’ll own the numbers on major developments, collaborate with smart, driven teams, and play a key role in streamlining processes. If you’re looking for stability and a place where your ideas are valued, this is the opportunity for you.</p><p><br></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 enhance 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>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2025-12-09T01:48:40Z
Finance & Operations Manager - Private Equity
  • San Francisco, CA
  • remote
  • Permanent
  • 130000.00 - 170000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </p><p><br></p><p><strong>Finance & Operations Manager | Private Equity| San Francisco| Hybrid; 1-2 days a week </strong></p><p><strong>Comp: Base + Generous Bonus + 100% Paid Benefits</strong></p><p> </p><p>Join a growing investment team focused on uncovering opportunities most investors overlook. Gain hands-on experience with unique, non-correlated strategies across a variety of alternative assets.</p><p> </p><p>You’ll join a collaborative team, take on meaningful responsibility from day one, and work directly with leadership across both fund and portfolio operations. The firm offers a strong compensation package, including competitive bonuses, and full benefits, along with a culture that values flexibility, ownership, and growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund and GP ledgers, including expenses, accruals, investment entries, and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Coordinate with auditors, tax teams, and internal leadership to keep reporting accurate and on track</li><li>Monitor cash flow and positions across assigned funds</li><li>Process capital calls, distributions, and related investor activity</li><li>Review reporting packages prepared by accounting teams</li><li>Support non-routine reporting, special projects, and ad-hoc requests from management</li><li>Mentor junior team members and partner with Investor Relations on LP questions</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2025-12-09T03:29:04Z
Senior Accounting Manager, Hedge Funds
  • San Francisco, CA
  • onsite
  • Permanent
  • 200000.00 - 250000.00 USD / Yearly
  • <p>Apply here & ping me as well on LinkedIn if you feel you are a good fit for this opportunity! - Jeffrey Abrams on LinkedIn.</p><p><br></p><p>We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds of employees across key financial centers. Its investments span public and private debt and equity securities, direct investments in private companies, and real estate.</p><p>The role involves managing a substantial portion of the hedge fund accounting operations and presents a clear opportunity for leadership and long-term career growth. The organization is in a period of innovation and welcomes candidates who bring fresh ideas and a continuous improvement mindset.</p><p><br></p><p>Position: <em>Senior Hedge Fund Manager / Hedge Fund Controller</em></p><p><br></p><p>Overview:</p><p>This is a critical senior-level role responsible for leading a 10–12 person accounting team and overseeing the close processes for both multi-strategy hedge funds and a number of specialized investment funds. The position reports to the Global Controller and plays a key part in fund accounting for the firm’s significant assets under management. <em>If you will require relocation, this firm is willing and able to provide meaningful support for you.</em></p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage the fund accounting team responsible for multiple fund structures, including both share class and partnership-based hedge funds.</li><li>Review accounting closes and financial reporting deliverables for accuracy and completeness.</li><li>Partner with internal stakeholders across Tax, Legal, Operations, and Investor Relations.</li><li>Provide mentorship and technical guidance to staff while cultivating a high-performance team culture.</li><li>Communicate complex fund accounting issues clearly and effectively to senior leadership.</li><li>Drive key initiatives focused on operational improvement, process re-engineering, and digital transformation.</li><li>Maintain a hands-on approach to leadership—reviewing work, offering feedback, and ensuring high-quality output.</li></ul><p><br></p>
  • 2025-12-05T15:23:38Z
Financial Planner for Boutique Wealth Management Firm
  • San Francisco, CA
  • remote
  • Permanent
  • 120000.00 - 150000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a highly analytical and intellectually driven <strong>Associate Financial Planner.</strong> You will have the option to work hybrid in San Francisco OR<strong> fully remote!</strong></p><p><br></p><p><strong>Position Overview</strong></p><p>The Associate Financial Planner will support the advisor in creating sophisticated, bespoke financial plans and working through complex financial challenges unique to high-net-worth clients. This role is ideal for someone who is intellectually curious, analytical, and passionate about delivering excellence in financial planning.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare in-depth analyses including retirement planning, estate considerations, education funding models, stock option strategies, and performance/risk analysis.</li><li>Evaluate client-specific financial situations and build tailored recommendations.</li><li>Stay informed on market conditions, tax law changes, and economic trends to help clients make well-informed financial decisions.</li><li>Support pre-meeting preparation including agendas, tax research, portfolio reviews, and scenario modeling.</li><li>Continuously monitor client financial profiles with accuracy, attention to detail, and strategic insight.</li><li>Build financial projections and assist in crafting best-in-class comprehensive financial plans.</li></ul><p><strong>Position Overview</strong></p><p>The Associate Financial Planner will support the advisor in creating sophisticated, bespoke financial plans and working through complex financial challenges unique to high-net-worth clients. This role is ideal for someone who is intellectually curious, analytical, and passionate about delivering excellence in financial planning.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare in-depth analyses including retirement planning, estate considerations, education funding models, stock option strategies, and performance/risk analysis.</li><li>Evaluate client-specific financial situations and build tailored recommendations.</li><li>Stay informed on market conditions, tax law changes, and economic trends to help clients make well-informed financial decisions.</li><li>Support pre-meeting preparation including agendas, tax research, portfolio reviews, and scenario modeling.</li><li>Continuously monitor client financial profiles with accuracy, attention to detail, and strategic insight.</li><li>Build financial projections and assist in crafting best-in-class comprehensive financial plans.</li></ul>
  • 2025-12-03T00:18:40Z
Fund Accounting Manager
  • Menlo Park, CA
  • remote
  • Permanent
  • 165000.00 - 200000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a <strong>health care investment firm</strong> to hire a <strong>Fund Accounting Manager </strong> to support their expanding credit and private equity fund strategies. This is a high-impact role within a growing Finance team supporting a newly launched <strong>royalty income and structured credit fund</strong> in addition to select PE vehicles. This Manager will play a key role in <strong>financial reporting, fund accounting, operations, and compliance</strong> for credit-focused and private equity investment vehicles. You will serve as the main point of contact for the third-party fund administrator while collaborating closely with internal Finance leadership, Portfolio Operations, and Treasury.</p><p>This role offers significant ownership across accounting, reporting, investment activity, and operational processes.</p><p> </p><p><strong>Compensation: $165–200K</strong> Base + Bonus + Equity</p><p><strong>Location: Menlo Park – Sand Hill Road | Hybrid (3 days onsite)</strong></p><p> </p><p><strong>About the Firm </strong></p><p>A well-capitalized healthcare-focused investment platform with a mission to partner with innovative, growth-oriented companies that improve patient outcomes and strengthen communities. The firm leverages deep sector expertise and strong industry relationships to support portfolio companies across healthcare services, technology, and life sciences.</p><p>The environment is collaborative, detail-oriented, and ideal for accounting leaders who enjoy hands-on fund operations, cross-functional exposure, and sophisticated investment structures.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and manage the <strong>fund administrator</strong>, ensuring accuracy of accounting records and investor reporting</li><li>Lead quarterly and annual <strong>financial reporting</strong>, including review of financial statements, audit coordination, and regulatory filing review</li><li>Review complex <strong>equity and capital account allocations</strong>, including waterfalls, fee calculations, and carry structures</li><li>Support the Fund Controller with financial planning and analysis for investment vehicles</li><li>Review and approve <strong>capital calls, distributions, income/expense allocations, and cash forecasting</strong></li><li>Partner with Treasury to support funding of investments, tracking collections, expense processing, and valuation updates</li><li>Review and maintain support for <strong>investment cost measurement, royalty income recognition, and cost relief calculations</strong></li><li>Ensure internal controls, compliance processes, and operational workflows are executed effectively</li></ul><p><br></p><p> </p>
  • 2025-12-01T17:38:44Z
Recon Accounting Manager - Renowned Banking Institution
  • Dublin, CA
  • onsite
  • Permanent
  • 110000.00 - 145000.00 USD / Yearly
  • <p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and explore this opportunity with you!</strong></p><p><br></p><p><strong>Manager – Reconciliations Accounting</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Reconciliations Accounting Manager</strong> to lead and optimize the <strong>general ledger account reconciliation process</strong> for a growing financial organization. This role includes managing a team, implementing technology solutions, and driving process improvements to ensure <strong>accuracy, compliance, and efficiency</strong> across all reconciliation activities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and govern the <strong>GL account reconciliation process</strong>, ensuring timely and accurate completion.</li><li>Develop and manage an <strong>operating model</strong> leveraging both onsite and outsourced resources.</li><li>Lead <strong>automation initiatives</strong> and implement technology solutions (e.g., BlackLine).</li><li>Monitor aging of reconciling items and manage <strong>reserves and write-offs</strong>.</li><li>Create and maintain <strong>reconciliation standards, process flow charts, and performance metrics</strong>.</li><li>Collaborate with internal teams and external auditors to ensure <strong>compliance and transparency</strong>.</li><li>Communicate effectively with senior management and stakeholders through <strong>reports and presentations</strong>.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive <strong>salary + bonus opportunities</strong>.</li><li>Comprehensive health coverage (<strong>medical, dental, vision, life insurance</strong>).</li><li><strong>401(k) with employer match and profit-sharing</strong>.</li><li>Tuition reimbursement and <strong>professional development programs</strong>.</li><li>Paid holidays, PTO, and <strong>flexible work arrangements</strong>.</li></ul>
  • 2025-12-04T16:08:36Z
Fund Manager | Private Equity | Hybrid SF
  • San Francisco, CA
  • remote
  • Permanent
  • 130000.00 - 150000.00 USD / Yearly
  • <p><strong>San Francisco (Presidio) – Hybrid, 1–2 days in office</strong></p><p><strong>$130–150k Base + Bonus</strong> (DOE)</p><p><strong>If interested in this role, please send a message to <em>Jennifer Fukumae on LinkedIn</em> for quickest consideration.</strong></p><p> </p><p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a specialized private investment firm</strong> focused on unconventional, misunderstood, and idiosyncratic asset classes.</p><p> </p><p><strong>About the Firm</strong></p><p>This firm invests in high-yield, risk-adjusted opportunities that fall outside traditional asset classes and is ~$1.5B AUM and preparing for additional fund raises.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>As a Fund Manager, you will take on elevated ownership across fund operations, reporting, and team oversight:</p><ul><li>Oversee all Fund and GP general ledger activities</li><li>Manage quarterly and annual reporting cycles, ensuring accurate financial statements</li><li>Partner with finance leadership on audit, tax, and compliance deliverables</li><li>Maintain oversight of capital call/distribution processes</li><li>Review and enhance reporting packages prepared by the accounting team</li><li>Advise on complex, non-routine fund or transaction issues</li><li>Lead, mentor, and develop junior staff</li><li>Collaborate closely with Investor Relations on LP communications</li><li>Serve as a key point of contact between internal leadership and external providers</li></ul><p><br></p>
  • 2025-12-06T00:39:18Z
Sr. Wealth Manager - Reputable RIA Firm
  • Mill Valley, CA
  • onsite
  • Permanent
  • 160000.00 - 200000.00 USD / Yearly
  • <p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Wealth Manager</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Senior Wealth Manager</strong> to lead high-value client relationships, mentor associate advisors, and contribute to firm-wide strategic initiatives. This role combines client advisory, leadership, and business development responsibilities in a collaborative, growth-oriented environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as lead advisor for high-net-worth clients, delivering comprehensive financial planning and investment strategies.</li><li>Oversee development and execution of sophisticated plans covering retirement, tax, estate, and risk management.</li><li>Mentor and train associate advisors; foster a culture of excellence.</li><li>Source, close, and manage new client relationships aligned with firm objectives.</li><li>Participate in strategic initiatives to improve processes and client experience.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Percentage of revenue managed + performance-based bonus.</li><li>Potential for equity ownership.</li><li>401(k) with company match.</li><li>Paid time off and holidays.</li><li>Leadership opportunities and access to advanced training and industry events.</li></ul>
  • 2025-11-25T19:38:58Z
Senior Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent
  • 160000.00 - 180000.00 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER /DIRECTOR</strong></p><p><br></p><p>Well established and real estate investment company with over 6B AUM is expanding and seeks a dynamic Senior Accounting Manager for their property division. The Sr. Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy and potential to be promoted to Director of Accounting.</p><p><br></p><p>Responsibilities:</p><p>• Manage the financial close process, ensuring accuracy and timely completion of reports.</p><p>• Review and approve journal entries, budgets, payroll, and expense allocations, while identifying and resolving discrepancies.</p><p>• Oversee the integrity of the general ledger, including intercompany transactions, loan schedules, and reconciliations.</p><p>• Conduct and manage bank reconciliations, wire transfers, mortgage payments, and financial disbursements to ensure compliance.</p><p>• Monitor cash security processes, including disbursement approvals and account reconciliations.</p><p>• Provide financial data and reports to support transactions, financing, and capital planning initiatives.</p><p>• Lead financial analysis to assess revenue and expenditure trends, optimizing organizational financial performance.</p><p>• Collaborate with external auditors and CPAs to ensure compliance with regulatory and internal accounting policies.</p><p>• Mentor and develop a team of accounting professionals, fostering growth and accountability.</p><p>• Identify and implement process improvements to enhance operational efficiency and reporting accuracy.</p>
  • 2025-11-25T18:18:43Z
Recon Accounting Manager - Reputable Banking Institution
  • Dublin, CA
  • onsite
  • Permanent
  • 110000.00 - 145000.00 USD / Yearly
  • <p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Manager – Reconciliations Accounting</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Reconciliations Accounting Manager</strong> to lead and optimize the general ledger account reconciliation process for a growing financial organization. This role involves managing a team, implementing technology solutions, and driving process improvements to ensure accuracy, compliance, and efficiency across all reconciliation activities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and govern the GL account reconciliation process, ensuring timely and accurate completion.</li><li>Develop and manage an operating model leveraging both onsite and outsourced resources.</li><li>Lead automation initiatives and implement technology solutions (e.g., BlackLine).</li><li>Monitor aging of reconciling items and manage reserves and write-offs.</li><li>Create and maintain reconciliation standards, process flow charts, and performance metrics.</li><li>Collaborate with internal teams and external auditors to ensure compliance and transparency.</li><li>Communicate effectively with senior management and stakeholders through reports and presentations.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive salary + bonus opportunities.</li><li>Comprehensive health coverage (medical, dental, vision, life insurance).</li><li>401(k) with employer match and profit-sharing.</li><li>Tuition reimbursement and professional development programs.</li><li>Paid holidays, PTO, and flexible work arrangements.</li></ul>
  • 2025-11-25T21:04:16Z
Staff Accountant - Established Family Office
  • San Francisco, CA
  • onsite
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Family Office Accountant</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Family Office Accountant</strong> to support accounting, financial reporting, and long-term tax and investment planning for a diverse portfolio of entities and investments. This highly visible role works closely with ownership and trusted advisors on strategic financial initiatives, tax planning, and process improvements.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage accounting and reporting for family entities and investment funds.</li><li>Maintain general ledger for properties, partnerships, and investments.</li><li>Oversee bill payments, bank monitoring, and capital calls for alternative investments.</li><li>Prepare documentation for external tax advisors and support year-end tax filings.</li><li>Assist with long-term tax planning, including research on strategies such as 1031 exchanges and opportunity zones.</li><li>Create concise summaries of investment performance and key metrics.</li><li>Collaborate on process improvements and reporting automation projects.</li><li>Supervise offshore accounting teams and ensure quality control.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Work closely with ownership in a strategic, high-impact role.</li><li>Exposure to complex tax planning and investment strategies.</li><li>Collaborative culture with opportunities for growth.</li></ul>
  • 2025-11-25T21:58:48Z
Accounting Manager - Development Accountant
  • Oakland, CA
  • remote
  • Permanent
  • 135000.00 - 165000.00 USD / Yearly
  • <p><strong>Accounting Manager</strong></p><p><strong>Location:</strong> Oakland, CA | Hybrid (Parking Provided)</p><p><strong>Schedule:</strong> 2–3 days in office weekly; up to 4 days during initial onboarding</p><p><strong>Compensation:</strong> $135,000–$165,000 base + Discretionary Bonus</p><p> </p><p>Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on <strong>LinkedIn</strong> to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>Overview</strong></p><p>A nationally recognized real estate development company is seeking an experienced <strong>Accounting Manager</strong> to oversee financial operations for a portfolio of large-scale, long-term development projects. This role blends technical accounting expertise with hands-on project involvement, making it ideal for someone who enjoys complexity, variety, and working across departments to ensure accurate and timely financial reporting.</p><p> </p><p><strong>Position Summary</strong></p><p>The Accounting Manager will be responsible for end-to-end accounting processes related to multiple development projects, from initial budgeting and cost coding to financial closeout. This includes job cost accounting, percentage-of-completion calculations, acquisition and disposition accounting, and financial reporting. The role requires an ability to interpret construction contracts, manage project cash flows, enforce process controls, and partner closely with both accounting and project management teams.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee job cost tracking and reporting to ensure accuracy by project and cost category; enforce budget adherence and review forecasts using Yardi Voyager or similar job cost systems</li><li>Lead monthly and quarterly job cost meetings with development, accounting, and executive leadership to review project status, cash requirements, and revenue recognition</li><li>Collaborate with project managers to develop and reforecast cash flow projections, ensuring adequate funding for ongoing commitments</li><li>Manage accrual processes, review construction contracts for compliance and completeness, and approve vendor setups/changes</li><li>Ensure proper documentation and accounting for acquisitions, dispositions, and project cost releases under percentage-of-completion methodology</li><li>Coordinate budget development, quarterly reforecasts, and year-end audit materials</li><li>Supervise contract and job close-outs, ensuring all documentation is complete and accurate</li><li>Continuously evaluate and enhance accounting processes and controls related to development projects</li></ul><p><br></p>
  • 2025-11-26T01:04:11Z
Accountant - Prominent Family Office
  • San Francisco, CA
  • onsite
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Family Office Accountant</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a Family Office Accountant to manage accounting, financial reporting, and support long-term tax and investment planning for a diverse portfolio of entities and assets. This is a highly visible position working directly with ownership and trusted advisors on strategic financial initiatives, tax strategies, and process enhancements.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle accounting and reporting for family entities and investment partnerships.</li><li>Maintain general ledgers for properties, partnerships, and investments.</li><li>Oversee bill payments, bank reconciliations, and capital calls for alternative investments.</li><li>Prepare documentation for external tax advisors and assist with year-end filings.</li><li>Support long-term tax planning, including research on strategies like 1031 exchanges and opportunity zones.</li><li>Summarize investment performance and key financial metrics for stakeholders.</li><li>Collaborate on process improvements and automation initiatives.</li><li>Supervise offshore accounting teams and ensure quality control.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Work closely with ownership in a strategic, high-impact role.</li><li>Gain exposure to complex tax planning and investment strategies.</li><li>Be part of a collaborative culture with opportunities for growth.</li></ul>
  • 2025-12-02T02:03:52Z
Accounting Manager - Emerging REIT Firm
  • Emeryville, CA
  • onsite
  • Permanent
  • 135000.00 - 155000.00 USD / Yearly
  • <p><strong>Ready to take the next step? Apply today and share your resume via LinkedIn with JC del Rosario — let’s connect and explore how this role can elevate your career.</strong></p><p><br></p><p><strong>Accounting Manager – Real Estate Development</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Accounting Manager</strong> to lead financial oversight for multiple real estate development projects. In this role, you’ll manage job cost accounting, budgeting, forecasting, and financial reporting while ensuring compliance and robust internal controls. You’ll collaborate closely with project managers and senior leadership in a fast-paced, dynamic environment where every project brings new challenges and opportunities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee job cost processes and maintain budget controls using Yardi Voyager Job Cost module.</li><li>Lead monthly and quarterly job cost meetings; provide data for sales transactions and cash flow forecasting.</li><li>Review construction contracts for accuracy and compliance.</li><li>Manage accruals, vendor setup, and contract closeouts.</li><li>Support annual budgets, quarterly reforecasts, and audit preparation.</li><li>Research and document accounting treatments for complex transactions.</li><li>Drive process improvements and strengthen internal controls.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Work on diverse, high-impact projects that shape the future of real estate development.</li><li>Collaborate with an entrepreneurial leadership team that values innovation.</li><li>Enjoy clear growth opportunities in a dynamic, expanding organization.</li><li>Competitive compensation and comprehensive benefits package.</li></ul>
  • 2025-12-08T18:48:42Z
Accounting Manager - Prominent RE Development Firm
  • Emeryville, CA
  • onsite
  • Permanent
  • 135000.00 - 155000.00 USD / Yearly
  • <p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Accounting Manager – Real Estate Development</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Accounting Manager</strong> to oversee financial management for multiple real estate development projects. This role involves managing job cost accounting, budgeting, forecasting, and financial reporting while ensuring strong controls and compliance. You’ll work closely with project managers and senior leadership in a dynamic, fast-paced environment where no two projects are the same.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage job cost processes and enforce budget controls using Yardi Voyager Job Cost module.</li><li>Lead monthly/quarterly job cost meetings and provide data for sales transactions and cash flow forecasting.</li><li>Review construction contracts for accuracy and compliance.</li><li>Oversee accruals, vendor setup, and contract closeouts.</li><li>Support annual budgets, quarterly reforecasts, and audit preparation.</li><li>Research and document accounting treatments for unique transactions.</li><li>Drive process improvements and maintain strong internal controls.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Work on diverse, complex projects with strategic impact.</li><li>Collaborative, entrepreneurial leadership team.</li><li>Growth opportunities in a dynamic environment.</li><li>Competitive compensation and benefits package.</li></ul>
  • 2025-11-25T21:24:10Z
Accounting Manager | Property
  • San Francisco, CA
  • remote
  • Permanent
  • 100000.00 - 130000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae with Robert Half’s Finance & Accounting</strong> practice is partnering with a leading real estate investment firm in San Francisco seeking an <strong>Accounting Manager, Property</strong> to support a two-building Class A property in the Market Center area. This role offers full ownership of day-to-day property accounting, lease administration, and project-related financial support in a collaborative, hands-on environment. You’ll work closely with a seasoned property management team and have exposure to construction, leasing, and renovation accounting as the property undergoes major upgrades.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Manage full-cycle property accounting and financial reporting.</li><li>Handle lease administration, CAM reconciliations, and tenant billings.</li><li>Support construction draws, project cost tracking, and lender reporting.</li><li>Collaborate with management to improve systems and processes.</li></ul><p> </p><p><br></p>
  • 2025-12-05T19:08:34Z
Fund Accounting Manager - Credit Funds
  • Menlo Park, CA
  • onsite
  • Permanent
  • 165000.00 - 200000.00 USD / Yearly
  • <p><strong>Accounting Manager / Senior Accounting Manager – Credit Fund</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an experienced Accounting Manager (or Senior Manager) to join our dynamic finance team supporting credit and private equity funds. In this role, you’ll lead fund accounting, financial reporting, and compliance for sophisticated investment structures. You’ll collaborate closely with external administrators and internal stakeholders to maintain accuracy, efficiency, and operational excellence across all processes.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and manage relationships with third-party fund administrators; review investor reporting deliverables.</li><li>Lead preparation and review of quarterly financial statements, audits, and regulatory filings.</li><li>Analyze and review complex equity accounting transactions.</li><li>Support financial planning and analysis for multiple funds.</li><li>Coordinate capital calls, distributions, and cash flow forecasting.</li><li>Partner with treasury on investment funding and valuation workflows.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Competitive base salary plus bonus and equity participation.</li><li>Collaborative, growth-oriented team environment.</li><li>Opportunity to work on innovative investment strategies in healthcare and credit markets.</li></ul>
  • 2025-12-03T16:28:39Z
Accounting Manager - Emerging RE Development Firm
  • Emeryville, CA
  • onsite
  • Permanent
  • 135000.00 - 155000.00 USD / Yearly
  • <p><strong>Accounting Manager – Real Estate Development</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Accounting Manager</strong> to lead financial management across multiple real estate development projects. This role covers <strong>job cost accounting, budgeting, forecasting, and financial reporting</strong>, while ensuring robust controls and compliance. You’ll collaborate closely with project managers and senior leadership in a dynamic, fast-paced environment where every project brings new challenges.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage job cost processes and enforce budget controls using <strong>Yardi Voyager Job Cost module</strong>.</li><li>Lead monthly and quarterly job cost meetings; provide data for <strong>sales transactions and cash flow forecasting</strong>.</li><li>Review construction contracts for accuracy and compliance.</li><li>Oversee accruals, vendor setup, and contract closeouts.</li><li>Support annual budgets, quarterly reforecasts, and audit preparation.</li><li>Research and document accounting treatments for unique transactions.</li><li>Drive process improvements and maintain strong internal controls.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Work on diverse, complex projects with strategic impact.</li><li>Join a collaborative, entrepreneurial leadership team.</li><li>Access growth opportunities in a dynamic environment.</li><li>Enjoy a competitive compensation and benefits package.</li></ul>
  • 2025-12-04T16:04:02Z
Accounting Manager
  • Oakland, CA
  • onsite
  • Permanent
  • 125000.00 - 135000.00 USD / Yearly
  • <p>We are looking for an experienced Accounting Manager to join our team in Oakland, California. In this role, you will oversee key financial operations, ensuring accuracy and compliance in all accounting activities. The ideal candidate brings strong expertise in managing month-end processes, reconciling accounts, and preparing financial statements.</p><p><br></p><p>Responsibilities:</p><p>• Oversee month-, quarter-, and year-end closes, ensuring timely, accurate reporting and continuous process improvements.</p><p> • Prepare financial statements and reports in compliance with accounting standards, providing actionable insights to management.</p><p> • Manage inventory accounting, costing, and valuation; lead counts, reconcile variances, and ensure effective inventory controls.</p><p> • Lead and mentor AP/AR teams, setting KPIs, fostering collaboration, and supporting training and development.</p><p> • Optimize NetSuite ERP and integrated systems to enhance reporting accuracy, efficiency, and business alignment.</p>
  • 2025-11-07T16:49:19Z
Finance Manager Planning, Budget, Strategy
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 130000.00 USD / Yearly
  • <p>We are looking for an experienced Finance Manager to lead strategic planning, budgeting, and financial analysis efforts. This role is pivotal in driving organizational success through effective financial modeling and decision-making. The ideal candidate will bring expertise in corporate financial planning and a deep understanding of adaptive insights to help shape the company’s financial future. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead the annual budgeting process and ongoing forecasts, ensuring alignment with organizational goals.</li><li>Consolidate and validate budget requirements; develop multi-year forecasts for revenue, expenses, staffing, and contribution margins.</li><li>Create and maintain KPIs, metrics, and dashboards to monitor performance across departments.</li><li>Prepare detailed variance analyses with insights and actionable recommendations.</li><li>Conduct financial modeling and scenario analyses for key initiatives, programs, and revenue streams.</li><li>Analyze and present complex data clearly using charts, dashboards, and visual reports.</li><li>Develop business plans and financial cases, including ROI, risk, and resource allocation recommendations.</li><li>Deliver concise executive summaries and facilitate data-driven decision-making discussions.</li><li>Act as the primary financial advisor to budget managers, providing proactive guidance and support.</li><li>Develop and lead training sessions to enhance financial literacy and forecasting skills.</li><li>Draft, communicate, and advise on budget policies and financial governance practices.</li><li>Prepare accurate and timely financial reports for senior leadership and the Board of Trustees.</li><li>Produce analytical reports and background materials on institutional finances and resource management.</li><li>Streamline financial data flows and enhance system integration for accurate, centralized reporting.</li><li>Establish data quality standards, perform audits, and maintain consolidated historical data.</li><li>Ensure compliance with institutional policies and applicable laws.</li><li>Participate in community events and organizational initiatives.</li><li>Perform additional duties as assigned.</li></ul>
  • 2025-11-10T16:35:14Z
Manager FP&A
  • Brisbane, CA
  • onsite
  • Temporary
  • 65.00 - 80.00 USD / Hourly
  • <p>Robert Half Management Resources is in search of an interim Manager of FP& A to join our client's team in the Biotech industry, situated in Brisbane, California. This role involves working closely with various departments, offering critical business analysis, leading budgeting and forecasting processes, and continuously striving for process improvements. This role is 3 days/week onsite in Brisbane, CA and 2 days/week remote. </p><p><br></p><p>Responsibilities</p><p>• Collaborate strategically with SG& A departments, offering valuable analysis for key business decisions</p><p>• Monitor and facilitate efficient processing of purchasing requisitions, purchase orders, and timely recognition of expenses</p><p>• Constantly evaluate and implement best practices to instigate change and improve processes</p><p>• Leverage your proficiency in Excel, NetSuite ERP and Adaptive Planning to support finance operations</p><p>• Apply your understanding of the accounting close process and accrual accounting to maintain financial accuracy</p><p>• Use your experience and knowledge in corporate finance operations, particularly IT / software.</p>
  • 2025-11-13T19:34:31Z
Financial Lead Planner - Reputable RIA Firm
  • Mountain View, CA
  • remote
  • Permanent
  • 100000.00 - 150000.00 USD / Yearly
  • <p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Financial Lead Planner</strong> to strengthen client relationships and deliver comprehensive financial planning and wealth management solutions. This position blends technical expertise, leadership, and exceptional client service. You’ll collaborate with senior advisors, mentor team members, and ensure clients receive personalized, high-quality advice tailored to their goals.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and retain long-term client relationships.</li><li>Review and finalize financial planning deliverables, including balance sheets, strategic plans, estate maps, and cash flow analyses.</li><li>Provide objective, holistic advice on investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li>Prepare for and lead client meetings; ensure timely follow-up and execution of action items.</li><li>Partner with internal teams and external advisors (CPAs, attorneys) to deliver integrated planning solutions.</li><li>Supervise and mentor associate planners, supporting their professional development.</li><li>Conduct financial modeling and oversee investment policy reviews and portfolio rebalancing.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards and firm policies.</li><li>Contribute to strategic committees and assist with business development initiatives.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Opportunity to lead client relationships and mentor future advisors.</li><li>Collaborative, values-driven culture focused on service excellence.</li><li>Competitive compensation, benefits, and clear growth pathways.</li></ul>
  • 2025-12-03T16:28:39Z
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