<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>We are looking for a highly skilled Senior Tax Accountant to join our team in San Ramon, California. This role involves working closely with the Tax Partner and Senior Manager to handle tax preparation, research, and planning for various clients. The ideal candidate will bring expertise in diverse tax assignments, including corporate, partnership, individual, and estate/trust income returns, while ensuring compliance and delivering exceptional client service.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review complex tax returns for individuals, trusts, partnerships, corporations, and estates to ensure accuracy and compliance.</p><p>• Conduct in-depth tax research and analysis to address client-specific issues and develop effective tax strategies.</p><p>• Collaborate with clients to resolve minor tax matters and provide guidance on financial decisions.</p><p>• Train and mentor tax accountants at the entry level, offering support and sharing knowledge to enhance team capabilities.</p><p>• Identify potential tax and accounting issues that could lead to audits, and propose actionable solutions.</p><p>• Develop tax projections and strategies tailored to client needs, including quarterly tax payments.</p><p>• Represent clients during audits in collaboration with partners, ensuring their interests are effectively advocated.</p><p>• Manage multiple client engagements simultaneously, delivering quality results within deadlines.</p><p>• Provide consulting services on accounting policies and procedures for businesses across various industries.</p>
<p>We are looking for an experienced Senior Accountant to join our team in San Francisco, California. This role offers the opportunity to work closely with clients and senior leadership, managing complex tax strategies and financial processes. The ideal candidate will bring expertise in tax preparation, research, and planning, along with a commitment to accuracy and excellence. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Prepare and review various tax filings, including corporate, partnership, individual, trust, and estate income returns.</p><p>• Conduct in-depth research on tax regulations and financial practices to develop effective strategies.</p><p>• Collaborate directly with clients to address tax-related concerns and implement solutions.</p><p>• Develop and execute tax projections and strategies, ensuring compliance with quarterly tax payments.</p><p>• Oversee and guide less experienced tax accountants, providing mentorship and training on best practices.</p><p>• Represent clients during audits, working in partnership with senior leadership.</p><p>• Manage multiple client engagements simultaneously while maintaining high standards of quality.</p><p>• Identify potential tax issues and propose proactive measures to mitigate risks.</p><p>• Ensure the accuracy and completeness of all financial and tax documentation.</p><p>• Provide consulting services on accounting policies and procedures for diverse businesses.</p>
<p>Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position is responsible for providing expert tax preparation, tax planning, and strategic advisory services to clients while driving exceptional client satisfaction and retention. In this collaborative, team-oriented environment, you'll play a key role in business growth and career development opportunities.</p><p><br></p><p>Key Responsibilities:</p><p>Tax Preparation and Planning</p><ul><li>Prepare individual (1040), partnership (1065), S-Corp (1120S), C-Corp (1120), trust (1041), and gift (709) tax returns for clients and their associated businesses and entities.</li><li>Provide secondary support in the preparation of gift tax (709) and foundation (990) returns, along with payroll, sales tax, and foreign asset reporting.</li><li>Respond to client inquiries related to retirement planning, asset sales, business formation, and dissolution.</li><li>Review and address tax notices and audit responses from federal and state authorities.</li><li>Amend tax returns as necessary.</li><li>Identify and recommend proactive tax planning opportunities that align with clients' comprehensive financial plans (e.g., retirement account strategies).</li><li>Ensure tax strategies are seamlessly integrated with clients' broader investment and financial goals.</li></ul><p>If interested in this role, please reach out to Ren Friedman via LinkedIn</p>
<p><strong>Description of the Position</strong></p><p>We are seeking an experienced <strong>Corporate Tax Preparer</strong> to join our team on a long-term contract basis in <strong>Los Altos, California</strong>. This role focuses exclusively on the preparation and review of <strong>corporate tax returns</strong>, supporting compliance efforts and helping identify potential opportunities for tax savings. The ideal candidate brings deep knowledge of corporate tax regulations, excellent attention to detail, and the ability to work independently in a deadline-driven environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review <strong>corporate tax returns</strong>, including multi-state filings</li><li>Ensure compliance with federal, state, and local corporate tax regulations</li><li>Analyze financial data to identify tax-saving opportunities and risks</li><li>Maintain accurate records of all tax filings, reports, and correspondence</li><li>Assist with <strong>audit support, tax notices</strong>, and corporate tax planning projects</li><li>Stay up to date on changes in <strong>corporate tax law</strong> and relevant industry developments</li><li>Work with internal teams to gather documentation and clarify reporting requirements</li><li>Provide recommendations to leadership on optimizing corporate tax strategy</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Senior Accountant </strong>at an Established <strong>Thriving Real Estate Company</strong>. This is a full-time permanent role based in <strong>Berkeley </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>The client specializes in transforming large, complex properties into vibrant mixed-use communities. Every project is different, offering variety and the chance to work on high-impact developments that shape entire neighborhoods.</p><p> </p><p>You’ll be part of a <strong>collaborative team</strong> that values creative thinking, problem-solving, and long-term growth. The company offers a stable environment with <strong>strong team tenure</strong> and plenty of opportunities to take ownership.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare monthly, quarterly, and annual financial statements</li><li>Handle reconciliations, variance analysis, and month-end close</li><li>Record daily transactions and ensure accurate accruals</li><li>Review contracts and apply the correct accounting treatment</li><li>Track project gains using the percentage-of-completion method</li><li>Work closely with project managers to support budgeting and reporting</li><li>Manage job cost closeouts, fixed assets, and tax payments</li><li>Support audits, tax prep, and other ad hoc reporting as needed</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for an experienced Tax Preparer to join our team on a long-term contract basis in Los Altos, California. This role involves managing trust, individual, and corporate tax returns while ensuring compliance with relevant regulations. If you have a strong background in tax preparation and enjoy delivering accurate and timely results, we encourage you to apply.<br><br>Responsibilities:<br>• Prepare and review trust, individual, and corporate tax returns with a high level of accuracy.<br>• Ensure compliance with federal, state, and local tax regulations.<br>• Analyze financial data to identify potential tax-saving opportunities.<br>• Collaborate with clients to gather necessary documentation and clarify tax-related questions.<br>• Stay updated on tax laws and regulations to provide expert guidance.<br>• Maintain detailed records of tax filings and associated documents.<br>• Assist in resolving tax-related issues and discrepancies.<br>• Provide recommendations for optimizing tax strategies based on individual and corporate needs.<br>• Communicate effectively with the owner and other stakeholders to deliver updates and insights.
<p>Excited about the role? Apply here and please reach out to <strong>Jennifer Fukumae on LinkedIn</strong> for quicker consideration.</p><p><br></p><p><strong>Job Title:</strong> Wealth Manager / Senior Wealth Manager</p><p><strong>Location:</strong> Mill Valley, CA (Hybrid: 2-3 days/week onsite)</p><p><strong>Salary:</strong> $150,000 – $200,000+ (DOE) + Bonus + Profit Sharing (Senior WM)</p><p> </p><p><strong>Company Details:</strong></p><p>We are partnering with an independent SEC-registered investment advisory firm based in Mill Valley. The firm offers personalized financial services to high-net-worth individuals and families and is known for its collaborative culture and commitment to delivering holistic, purpose-driven wealth management.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Manage and nurture client relationships by providing tailored financial planning and investment advice</li><li>Develop comprehensive strategies covering retirement, tax, estate, insurance, and portfolio management</li><li>Support business growth through client referrals and expanding networks</li><li>Collaborate with team members to ensure consistent delivery of high-quality client service</li><li>Maintain compliance and accurate records of all client interactions</li><li>(Senior Wealth Manager) Lead complex client engagements, mentor junior advisors, and contribute to firm-wide strategic initiatives</li></ul>
<p>Excited about the role? Apply here and please reach out to <strong><u>Jennifer Fukumae</u></strong> on LinkedIn for quicker consideration.</p><p> </p><p><strong>Job Title: Senior Client Service Associate - SF!</strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $100-130k + Bonus</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support.</p><p>The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p> <strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul>
<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>
<p>Excited about the role? Apply here and reach out to<strong> Jennifer Fukumae</strong> on <strong>LinkedIn</strong> for quicker consideration.</p><p> </p><p><strong>Job Title: Senior Fund Accounting Manager</strong></p><p><strong>Location: Menlo Park; Hybrid</strong></p><p><strong>Salary: $175-200k + Bonus</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> with <strong>Robert Half</strong> is partnering with a leading venture capital firm based in Menlo Park, this organization is known for backing bold entrepreneurs across technology, healthcare, sustainability, and frontier sectors. With a strong track record of early-stage investing and a mission-driven approach, the firm combines deep industry expertise with a commitment to innovation and impact.</p><p> </p><p> <strong>Responsibilities</strong>:</p><ul><li>Maintain Fund and General Partner (GP) general ledgers, including recording quarterly expenses, accruals, intercompany payables/receivables, investment transactions, and partner allocations</li><li>Prepare quarterly and annual financial statements in accordance with applicable accounting standards</li><li>Partner with finance leadership to support audit and tax filings by coordinating with external service providers, researching technical accounting issues, and managing internal and external audit/tax processes</li><li>Monitor cash positions for assigned Funds to ensure appropriate liquidity management</li><li>Calculate, record, and process capital calls and distributions at both the Fund and Investment levels</li><li>Review reporting packages prepared by Fund Administration Accountants, including capital call/distribution notices, quarterly/annual financials, and investor requests</li><li>Collaborate with Investor Relations to address limited partner inquiries and support ongoing communication needs</li></ul>
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p><strong>About the Role:</strong></p><p>A premier venture capital firm is seeking a <strong>Fund Accounting Manager or Senior Manager</strong> to join its dynamic finance team in Menlo Park. This role is central to managing the financial operations of the firm’s venture funds and offers comprehensive exposure to the full fund lifecycle. Reporting to the Vice President of Finance, the position also supports key initiatives for the CFO and Head of Investor Relations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain fund and general partner ledgers, including investment transactions, expenses, accruals, and intercompany balances</li><li>Prepare quarterly and annual fund financial statements</li><li>Oversee capital calls and distributions to limited partners</li><li>Monitor fund cash flows and ensure timely processing of transactions</li><li>Manage deliverables from external fund administrators and review financial reporting packages</li><li>Coordinate with audit and tax providers, supporting timely and accurate filings</li><li>Partner with the Investor Relations team to address LP inquiries and reporting needs</li><li>Participate in special projects and process improvement initiatives</li></ul><p><strong>Why This Role:</strong></p><ul><li>Opportunity to work with one of the industry’s most active and well-capitalized VC platforms</li><li>Exposure to the entire fund lifecycle—from formation through exit</li><li>A culture that values cross-functional learning and growth</li><li>Strong team stability and leadership committed to development</li><li>Close partnership with third-party fund administrators and internal stakeholders</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive base salary with performance-based bonus</li><li>Fully covered medical, dental, vision, and life insurance</li><li>401(k) plan with profit sharing</li><li>Complimentary lunches and a stocked office kitchen</li><li>Team-oriented and mission-driven work environment</li></ul>
<p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p>
<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>RESPONSIBILITIES</p><p>- Responsible for analyzing and interpreting financial information as well as accurately compiling and reporting this information for corporate entities. </p><p> • Performing month‐end, quarterly and annual closing activities in compliance with GAAP and Company accounting policies, including the preparation and review of journal entries, account reconciliations, ad hoc analysis, and reporting.</p><p>• Prepare complex account reconciliation, analysis and journal entries and perform on‐going analytical review in support of the monthly close process.</p><p>• Maintain and understand documentation related to various inter‐entity billings to calculate, invoice and record earned fee revenue and receivable. </p><p>• Perform allocation of expenses to other entities and request reimbursement from those entities on a timely basis.</p><p>• Pro‐actively research and document conclusions on accounting issues with appropriate knowledge and interpretation of relevant GAAP pronouncements. </p><p>• Maintain, establish, and improve documentation relating to internal accounting controls. </p><p>• Prepare annual audit schedules and interact with auditors to complete the audit, consolidation, and tax returns. </p><p> • Monitor adherence to audit requirements and ensure full compliance in accordance with regulatory agencies. </p><p> • Serve as a financial resource, answer questions, and provide ad‐hoc financial support as requested. </p><p>• Develop recommendations for effective and efficient business processes and participate in cross‐ functional projects.</p>
<p><strong>Senior Accounting Manager</strong></p><p>Join a growing organization that is recognized as a leader in its field! We are a large, well-established company offering a stable and supportive work environment for employees. As a part of our team, you'll benefit from outstanding perks, including comprehensive benefits, development opportunities, and a commitment to work-life balance.</p><p><br></p><p><strong>Overview</strong></p><p>We are seeking a talented and highly motivated Senior Accounting Manager to oversee all aspects of financial accounting within our organization. Collaborate with an experienced and dedicated finance team to support accounts payable, accounts receivable, and the general ledger while ensuring the accuracy and integrity of our financial reporting. You’ll also have the opportunity to contribute to strategic projects in partnership with Human Resources and Operations. This role offers a unique combination of operational accounting responsibility and high-impact financial management. If you are detail-oriented, excel at multi-tasking, and thrive in a collaborative environment, we want you on board.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and support the day-to-day activities of the accounting department, including:</li><li>Accounts Payable and Receivable</li><li>Credit and Collections</li><li>Manage daily cash flow and provide reliable forecast reporting.</li><li>Ensure compliance with internal policies and external regulations in all accounting functions.</li><li>Collaborate with operating departments to provide functional financial guidance, emphasizing budget procedures, cost controls, and financial reporting strategies that create organizational value.</li><li>Prepare and post monthly journal entries for the general ledger.</li><li>Reconcile accounting transactions and generate detailed monthly financial reports.</li><li>Analyze monthly operating expenses and provide insights into variances.</li><li>Accurately manage intercompany accounting transactions and invoicing.</li><li>Prepare required schedules for corporate income tax filings, ensuring regulatory compliance.</li><li>Maintain adherence to proper accounting methods, policies, and principles (e.g., IFRS).</li><li>Support and facilitate annual audits, including 401(k) and workers' compensation audits.</li></ul>
<p>We are looking for an experienced Tax Preparer to join our clients team in San Ramon, California. In this long-term contract role, you will contribute to a well-established tax team, handling a variety of tax preparation tasks for personal, business, and trust returns. If you have a strong background in tax preparation and proficiency with Intuit Lacerte software, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare and review a diverse range of tax returns, including personal, business, and trust filings.</p><p>• Collaborate closely with a tenured tax team to ensure accurate and timely completion of tax-related tasks.</p><p>• Manage high-net-worth individual returns with attention to detail and compliance standards.</p><p>• Support bookkeeping activities as required to maintain organized financial records.</p><p>• Utilize Intuit Lacerte software to input and process tax-related data efficiently.</p><p>• Organize and manage scanning, filing, and other administrative support tasks.</p><p>• Handle data entry with precision to maintain the integrity of tax documents and reports.</p><p>• Monitor and adhere to tax deadlines while maintaining compliance with regulations.</p>
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>An innovative early-stage venture capital firm focused on frontier technologies is seeking a <strong>Finance Associate – Tax</strong> to join its finance and operations team. This high-impact role offers hands-on experience across fund operations, tax compliance, and strategic initiatives, with exposure to emerging sectors such as crypto, AI, and next-gen platforms.</p><p><br></p><p>This position is ideal for a self-motivated with strong tax expertise, sharp attention to detail, and a passion for working in fast-moving, technology-driven environments.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Tax & Compliance</strong></p><ul><li>Manage the full tax compliance process for funds, general partners, and the management company</li><li>Review tax filings prepared by advisors, including returns, K-1s, and foreign disclosures</li><li>Oversee estimated tax calculations and ensure timely payments</li><li>Conduct tax research and validate third-party recommendations</li><li>Respond to investor tax inquiries and lead ad hoc tax research initiatives</li></ul><p><strong>Finance & Operations</strong></p><ul><li>Review quarterly fund financials and NAV reports produced by fund administrators</li><li>Support annual audits and financial statement reviews</li><li>Track fund performance, valuations, and investment activity</li><li>Assist with day-to-day operations including capital calls, distributions, and accounts payable</li><li>Respond to investor requests and support finance-related inquiries</li><li>Participate in cross-functional projects aimed at enhancing financial systems and processes</li></ul><p><strong>What We Offer</strong></p><ul><li>A collaborative, mission-driven culture at the intersection of finance and emerging technology</li><li>Exposure to senior leadership and high-level strategic decision-making</li><li>The opportunity to help build scalable, tech-enabled financial infrastructure</li><li>A flexible hybrid or remote work model that supports work-life balance</li></ul>
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>A top-tier early-stage venture firm investing in frontier technologies is seeking a <strong>Finance Associate - Tax </strong>to join its finance and operations team. This is a high-impact role offering exposure to fund operations, tax compliance, and emerging sectors like crypto and AI. The ideal candidate is a self-starter with deep tax expertise, strong attention to detail, and a passion for innovation.</p><p><br></p><p><strong>Responsibilities</strong></p><p><br></p><p><strong>Tax & Compliance</strong></p><ul><li>Manage the full tax lifecycle for funds, general partners, and the management company</li><li>Review filings prepared by tax advisors, including returns, K-1s, and foreign disclosures</li><li>Oversee estimated tax calculations and payments</li><li>Conduct tax research and validate advisor recommendations</li><li>Respond to tax inquiries from investors and lead special tax-related projects</li></ul><p><strong>Finance & Operations</strong></p><ul><li>Review quarterly fund financials and NAV reports from fund administrators</li><li>Assist with annual audits and financial statement preparation</li><li>Monitor fund performance and valuations</li><li>Support daily operations: capital calls, distributions, and AP</li><li>Address finance-related investor requests</li><li>Contribute to strategic finance projects and process improvements</li></ul><p><strong>What We Offer</strong></p><ul><li>A collaborative team culture at the intersection of finance and cutting-edge tech</li><li>Direct exposure to senior leadership and decision-making processes</li><li>Opportunity to help shape financial systems in a fast-moving industry</li><li>Flexible work model with hybrid and remote option</li></ul>
<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</p><p><br></p><p><strong>SENIOR ACCOUNTANT</strong></p><p><br></p><p>RESPONSIBILITIES</p><p>- Responsible for analyzing and interpreting financial information as well as accurately compiling and reporting this information for corporate entities. </p><p> • Performing month‐end, quarterly and annual closing activities in compliance with GAAP and Company accounting policies, including the preparation and review of journal entries, account reconciliations, ad hoc analysis, and reporting.</p><p>• Prepare complex account reconciliation, analysis and journal entries and perform on‐going analytical review in support of the monthly close process.</p><p>• Maintain and understand documentation related to various inter‐entity billings to calculate, invoice and record earned fee revenue and receivable. </p><p>• Perform allocation of expenses to other entities and request reimbursement from those entities on a timely basis.</p><p>• Pro‐actively research and document conclusions on accounting issues with appropriate knowledge and interpretation of relevant GAAP pronouncements. </p><p>• Maintain, establish, and improve documentation relating to internal accounting controls. </p><p>• Prepare annual audit schedules and interact with auditors to complete the audit, consolidation, and tax returns. </p><p> • Monitor adherence to audit requirements and ensure full compliance in accordance with regulatory agencies. </p><p> • Serve as a financial resource, answer questions, and provide ad‐hoc financial support as requested. </p><p>• Develop recommendations for effective and efficient business processes and participate in cross‐ functional projects.</p>
<p>Excited about the role? Apply here and please reach out to <strong><u>Jennifer Fukumae</u></strong> on LinkedIn for quicker consideration.</p><p> </p><p><strong>Job Title: Trading & Investment Analyst - SF!</strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $90-120k + Bonus</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support.</p><p>The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Support senior investment professionals in the <strong>construction and implementation of customized portfolios</strong>, including strategy shifts and capital deployment plans</li><li>Gain and apply a deep understanding of the firm’s <strong>investment philosophy, proprietary models, asset classes, and product offerings</strong></li><li>Conduct <strong>company- and security-level investment analysis</strong> in response to client inquiries or internal research needs</li><li>Execute <strong>client-directed trades</strong> across equities, fixed income, and options in coordination with the Investment Management team</li><li>Prepare and maintain <strong>comprehensive client performance reports</strong>, balance sheets, and related investment documentation</li><li>Oversee and manage <strong>performance tracking for private investments</strong>, including communication with external managers</li><li>Assist in <strong>preparing alternative investment subscription documents</strong> and managing related workflows</li><li>Collaborate with the Client Service team to facilitate <strong>cash movements</strong>, including client-requested withdrawals and strategic cash deployment</li><li>Monitor client portfolios for <strong>cash drag, rebalancing needs, and tax-loss harvesting</strong> opportunities, proactively surfacing insights to the investment team</li><li>Review portfolio holdings for potential <strong>enhancement or optimization opportunities</strong>, presenting research and recommendations to senior team members</li><li>Provide <strong>operational support to the broader Investment Team</strong>, including coordination of internal projects and workflows</li><li>Manage <strong>private fund operations administration</strong> by liaising with third-party fund administrators and ensuring accurate recordkeeping</li></ul><p><br></p>
<p>We are seeking a highly organized and detail-oriented Bookkeeper to lead a transition to QuickBooks Online and support ongoing financial operations. This role is integral to modernizing our accounting systems and ensuring seamless integration with our upcoming inventory management software. The ideal candidate will combine strong technical knowledge with hands-on bookkeeping expertise. We are considering part time and full-time candidates. </p><p><br></p><p><br></p><p><strong>Key Responsibilities</strong></p><p>🔄 <strong>QuickBooks Implementation</strong></p><ul><li>Lead the migration from legacy accounting software to QuickBooks Online</li><li>Set up company financial structure including chart of accounts, bank connections, and integrations</li><li>Collaborate with inventory software vendors to ensure proper accounting for product lifecycle, including sales, returns, and COGS</li></ul><p>📒 <strong>Day-to-Day Bookkeeping</strong></p><ul><li>Record and reconcile ecommerce and marketplace transactions: revenue, fees, shipping, sales tax</li><li>Supervise bookkeeping assistant handling AP, AR, and reconciliations</li><li>Manage monthly and annual financial close processes</li><li>Prepare and maintain key financial reports including P& L, balance sheet, and cash flow statements</li><li>Support inventory tracking, purchasing, and related reporting</li><li>Provide budget planning, forecasting, variance analysis, and custom financial reports</li><li>Process payroll via ADP and assist with payroll compliance</li><li>Oversee preparation and filing of tax documents, and support annual tax filings</li><li>Maintain and enforce company financial policies and secure data practices</li></ul><p><br></p><p><br></p><p><br></p><p><br></p>
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>An early-stage venture capital firm focused on frontier technologies is seeking a <strong>Finance Associate - Audit</strong> to join its finance and operations team. This role provides broad exposure to fund operations, financial reporting, audits, tax compliance, and emerging technologies such as blockchain, crypto, and AI.</p><p><br></p><p>Working closely with senior leadership, you will support fund administration, investor reporting, and operational improvements in a fast-paced, evolving environment.</p><p><br></p><p><strong>Responsibilities</strong></p><p><br></p><p><strong>Fund Reporting</strong></p><ul><li>Review quarterly reports prepared by fund administrators for open- and closed-ended funds</li><li>Reconcile digital asset transactions against blockchain data</li><li>Distribute quarterly capital statements to investors</li><li>Manage relationships with fund administrators</li></ul><p><strong>Annual Audit</strong></p><ul><li>Review annual financial statements prepared by administrators</li><li>Coordinate audit requests, including confirmations, valuation memos, and transaction support</li><li>Work with auditors to ensure timely delivery of audited statements</li></ul><p><strong>Fund Operations</strong></p><ul><li>Support capital calls, distributions, redemptions, investment funding, expense payments, and cash receipts</li><li>Track fund finances and investment valuations using proprietary systems</li><li>Monitor expenses and suggest cost-saving initiatives</li><li>Address investor finance inquiries</li></ul><p><strong>Additional Support</strong></p><ul><li>Participate in SPV finance processes including capital calls, tax, and audits</li><li>Assist with fund tax compliance, including review of K-1s and tax returns</li><li>Contribute to ad-hoc financial analysis and strategic projects</li></ul><p><strong>What We Offer</strong></p><ul><li>Opportunity to work at the intersection of finance and cutting-edge technology</li><li>Direct collaboration with senior leaders and technical experts</li><li>Exposure to innovative financial processes and asset classes</li><li>Collaborative culture focused on growth and impact</li><li>Hybrid work model supporting flexibility and balance</li></ul>
<p>The Controller (or Assistant Controller DOE) is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>Serves as the primary contact for the Principals, CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CFO of Investments to address and align on tax requirements and financial strategies.</p><p>Maintains accurate and current books and records for all assigned entities.</p><p>Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO, CFO of Investments, and when applicable, other Apollo leaders, such as estate leadership.</p><p>Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>Maintains accurate and timely records of intercompany transactions.</p><p>Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions.</p><p>Partners with Human Resources and Administration to monitor bill payments and track cost savings in coordination with estate managers.</p><p>Prepares annual financial plans in collaboration with estate management.</p><p>Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains effective relationships with partners.</p><p>Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of claim status.</p><p>Assist in managing fleet operations to ensure regulatory compliance and adherence to company policies. Serves as the liaison between the Fleet Manager and CEO.</p><p>Coordinates with external partners in preparing tax returns for the principals.Ensures tax returns appear accurate and reasonable.</p>
<p>We are looking for an experienced Assistant Controller to oversee financial reporting and accounting operations at our organization in Milpitas, California. This role involves managing multi-site accounting processes, ensuring compliance with US GAAP standards, and supporting audits, budgeting, and financial consolidation. The ideal candidate will bring a strong analytical mindset and leadership skills to enhance our internal controls and drive operational efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Supervise the accounts payable team, ensuring accurate journal entries, reconciliations, and efficient revenue cycle closings.</p><p>• Prepare detailed financial reports and presentations for senior leadership to aid in decision-making.</p><p>• Support month-end and year-end financial reporting processes to ensure timely and accurate submissions.</p><p>• Manage relationships with external accounting providers and oversee local banking activities.</p><p>• Implement and maintain processes that comply with US GAAP and other regulatory standards.</p><p>• Develop and monitor internal financial controls, including fixed asset tracking and inventory costing.</p><p>• Assist with sales and use tax compliance and reporting.</p><p>• Provide guidance during financial audits and create technical write-ups as needed.</p><p>• Collaborate with team members to foster their growth and development.</p>
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p><strong>Position Summary:</strong></p><p> A leading venture capital firm is seeking a <strong>Fund Accounting Manager or Senior Manager</strong> to join its growing finance team in Menlo Park. This role is ideal for individuals with a strong foundation in fund accounting and a desire to learn the full lifecycle of venture capital funds. Reporting to the Vice President of Finance, the role offers hands-on exposure to fund operations, audit and tax processes, and investor relations support.</p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Maintain general ledgers for Funds and GPs, including investment transactions, quarterly expenses, and intercompany activity</li><li>Prepare quarterly and annual financial statements</li><li>Coordinate with auditors, tax, and fund administrators to ensure timely and accurate filings</li><li>Monitor fund cash positions and manage capital call/distribution processes</li><li>Review fund administrator workbooks and reporting packages</li><li>Collaborate with the investor relations team to address limited partner requests and inquiries</li><li>Contribute to special projects for the CFO, Head of IR, and broader finance team</li></ul><p><strong>Why Join Us:</strong></p><ul><li>Be part of a team supporting the deployment of one of the largest venture capital funds in the industry</li><li>Learn the fund lifecycle from start to finish</li><li>Work in an environment that values growth and does not pigeonhole team members</li><li>Collaborate with a high-performing, stable, and mission-driven finance team</li><li>Enjoy a supportive, team-first culture</li></ul><p><strong>Compensation & Perks:</strong></p><ul><li>Competitive salary and performance-based bonus</li><li>Fully paid medical, dental, vision, and life insurance</li><li>401(k) with profit sharing</li><li>Free lunches and a fully stocked office kitchen</li><li>Hybrid work schedule and a collaborative office environment</li></ul>
