<p><strong>Jennifer Fukumae</strong> is partnering with a long-standing venture capital firm in Silicon Valley. They are seeking an <strong>Accounts Payable Supervisor</strong> to join their finance team on <strong>hybrid basis in Palo Alto.</strong> This individual will oversee the accounts payable function across both the venture capital firm. This is an excellent opportunity for someone who thrives in a dynamic environment, enjoys collaborating across teams, and brings a high level of professionalism and attention to detail to their work.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Supervise the accounts payable process for both the firm and family office.</li><li>Manage ACH, wire transfers, and check payments, ensuring accuracy and timeliness.</li><li>Record transactions in the ledger and maintain proper documentation.</li><li>Oversee 1099 reporting and related compliance.</li><li>Review and process physical checks as needed.</li><li>Collaborate with internal teams and external vendors to resolve AP inquiries.</li><li>Support ongoing improvements to AP systems and processes, including system implementation projects.</li></ul>
<p>We are looking for a motivated Project Controller and Finance Business Partner to join our Finance and Operations team in San Francisco, California. This role combines project financial management with firm-wide forecasting and strategic advisory within a detail-focused services environment. The ideal candidate thrives in a collaborative setting, excels at managing multiple priorities, and is eager to contribute to organizational growth while building strong internal relationships. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Serve as a financial advisor to studio leaders and project managers, offering guidance on budgeting, labor utilization, and project profitability.</p><p>• Collaborate with project teams to set up budgets, track costs, and monitor financial health, ensuring compliance with contract terms.</p><p>• Review and manage financial and tax-related aspects of client and supplier agreements for alignment with organizational policies.</p><p>• Prepare monthly and quarterly financial reports, analyzing project-level and consolidated firm performance.</p><p>• Oversee invoicing, billing, and revenue recognition processes while maintaining communication with clients.</p><p>• Reconcile subcontractor expenses and ensure accurate tracking of project expenditures.</p><p>• Identify opportunities to optimize fee structures and improve profitability margins.</p><p>• Support leadership with ad-hoc financial reviews, process improvements, and strategic analysis.</p><p>• Enhance financial systems and workflows in collaboration with IT and other teams.</p><p>• Mentor less experienced finance team members to strengthen organizational capabilities.</p>
<p><strong>Ready to Pivot Out of Public Accounting?</strong></p><p>You’ve done the grind — busy seasons, tick-and-tie, late nights. Now you’re ready for something more <strong>dynamic</strong>, <strong>strategic</strong>, and <strong>forward-looking</strong>.</p><p>If you’re a CPA (or close to it) with Big 4 or national firm experience and thinking about what’s next, this opportunity might be for you.</p><p> </p><p><strong>🔍 Senior Associate – M& A / Financial Due Diligence</strong></p><p>📍 San Francisco (Hybrid)</p><p>💰 $90K–$120K + Bonus + Full Benefits</p><p>A growing M& A advisory firm in SF is hiring a <strong>Senior Associate</strong> to dive deep into deals, support major private equity and strategic buyers, and help them evaluate acquisitions with confidence. This is your chance to <strong>break into deals</strong> while applying your audit-hardened skills in a more analytical, high-impact way.</p><p> </p><p><strong>🧠 What You'll Do:</strong></p><ul><li>Analyze financials for companies being acquired — think: quality of earnings, working capital trends, and cash flow</li><li>Build & refine Excel models (don’t worry, they’ll train you on the M& A side)</li><li>Turn your insights into client-ready reports and presentations</li><li>Partner with senior team members and clients at every stage of the deal</li><li>Learn how transactions really work—start to finish</li></ul>
<p><strong>Jennifer Fukumae</strong> is partnering with a long-standing venture capital firm in Silicon Valley. They are seeking an <strong>Accounts Payable Supervisor</strong> to join their finance team. This individual will oversee the accounts payable function across both the venture capital firm.</p><p> This is an excellent opportunity for someone who thrives in a dynamic environment, enjoys collaborating across teams, and brings a high level of professionalism and attention to detail to their work.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Supervise the accounts payable process for both the firm and family office.</li><li>Manage ACH, wire transfers, and check payments, ensuring accuracy and timeliness.</li><li>Record transactions in the ledger and maintain proper documentation.</li><li>Oversee 1099 reporting and related compliance.</li><li>Review and process physical checks as needed.</li><li>Collaborate with internal teams and external vendors to resolve AP inquiries.</li><li>Support ongoing improvements to AP systems and processes, including system implementation projects.</li></ul>
<p>A leading global venture capital firm with decades of experience and billions under management is seeking a highly analytical and proactive <strong>Senior Fund Operations and Data Analyst</strong> to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data, ensuring that platforms and processes scale alongside the firm’s growth. The ideal candidate will have a background in finance and accounting, coupled with proven experience in data systems, platform implementation, and workflow automation.</p><p><br></p><p>This position is critical to ensuring the accuracy, efficiency, and scalability of the firm’s financial and operational infrastructure while delivering data-driven insights for investment and business decision-making. The role will work closely with and report to the Director of Operations and Data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM, portfolio management, and reporting platforms.</li><li>Partner with finance, accounting, operations, and investment teams to translate business requirements into scalable technology solutions.</li><li>Build and maintain robust data pipelines and integrations across multiple systems to ensure accuracy, accessibility, and efficiency.</li><li>Develop and maintain dashboards and reporting frameworks that deliver actionable insights to stakeholders across the firm.</li><li>Identify and drive process optimization through automation of recurring workflows in finance and operations.</li><li>Execute data migrations and platform upgrades as the firm expands.</li><li>Ensure all processes and controls adhere to compliance, governance, and risk management best practices.</li><li>Stay current with emerging technologies, financial applications, and data analytics practices to continuously improve the firm’s operational capabilities.</li></ul><p><br></p><p><br></p>
<p>Jennifer Fukumae with Robert Half's finance and accounting is partnering with a highly respected venture capital firm in Menlo Park to identify a <strong>VC Valuations Analyst</strong> who will play a critical role in valuations, fund operations, and investor reporting. This is an opportunity to work alongside an elite finance team in a collaborative environment where your work directly supports founders building transformative companies.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Lead quarterly portfolio valuations in line with ASC 820.</li><li>Build and refine valuation models with strong, defensible data.</li><li>Support fund financials, quarterly closes, audits, and LP reporting.</li><li>Review capital calls, distributions, and cash management across multiple funds.</li><li>Provide accurate fund data for board materials and investor presentations.</li><li>Mentor junior team members and help scale finance processes as the firm grows.</li></ul>
<p>A boutique, family-owned winery is seeking a Controller to oversee all aspects of financial operations and provide strategic financial leadership. This role is responsible for ensuring strong internal controls, accurate financial reporting, and effective inventory costing in partnership with production. The ideal candidate is detail-oriented, highly organized, and comfortable working in a fast-paced environment where confidentiality and accuracy are key.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><ul><li>Lead the preparation of timely, accurate monthly financial statements.</li><li>Review and finalize monthly, quarterly, and annual reporting packages in full compliance with GAAP.</li><li>Develop and maintain cash flow forecasts to guide business decisions.</li><li>Consolidate financial results across multiple entities.</li><li>Oversee account reconciliations and ensure accuracy across all ledgers.</li><li>Manage select California and TTB compliance reporting, and coordinate with outside consultants as needed.</li><li>Supervise, mentor, and inspire a small accounting team.</li><li>Manage banking relationships, reporting, and compliance requirements.</li><li>Implement and refine processes to strengthen internal controls.</li><li>Interpret and analyze complex financial data to provide insights and recommendations for improved profitability.</li><li>Direct annual financial statement reviews and coordinate tax preparation.</li><li>Take ownership of special projects that support the winery’s growth and efficiency.</li></ul><p><br></p><p><br></p>
<p>We are looking for an experienced Financial Controller to join a boutique construction firm in Sebastopol, California. This role involves overseeing financial operations, leading the accounting team, and collaborating closely with the Owner and project managers to ensure accurate job costing and profitability analysis. The ideal candidate will bring expertise in time and material billing, with a strong ability to streamline processes and implement effective policies.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage the accounting department, ensuring accurate and efficient financial operations.</p><p>• Oversee month-end close processes and prepare comprehensive financial statements.</p><p>• Develop and maintain cash flow forecasts, budgets, and financial projections.</p><p>• Collaborate with project managers and the Owner to analyze job costing and profitability metrics.</p><p>• Establish and enforce financial policies and procedures to improve operational efficiency.</p><p>• Coordinate with banks and vendors to manage financial relationships and transactions.</p><p>• Prepare detailed annual financial plans and corporate financial strategies.</p><p>• Conduct thorough analysis of financial statements to identify trends and opportunities.</p><p>• Manage fixed and capital assets, ensuring proper documentation and reconciliation.</p>
<p>We are looking for a skilled Tax Preparer to join our team in San Ramon, California. This Contract to permanent position offers an excellent opportunity to work with an experienced tax team, handling diverse tax returns for individuals, businesses, trusts, and partnerships. The role provides a consistent Monday-Friday schedule and the potential for remote work after completing training.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Assist the tax team in preparing and reviewing complex individual and partnership tax returns.</p><p>• Manage tax filings for various entities, including individuals, businesses, trusts, and partnerships.</p><p>• Utilize Ultra Tax Software and Creative Solutions to ensure accurate and efficient tax preparation.</p><p>• Analyze financial information and ensure compliance with relevant tax laws and regulations.</p><p>• Build and maintain strong client relationships by delivering exceptional service and communication.</p><p>• Coordinate multiple tasks and projects while adhering to strict deadlines.</p><p>• Apply working knowledge of automated accounting systems to streamline processes.</p><p>• Conduct thorough follow-ups to ensure all tax-related matters are resolved promptly and effectively.</p><p>• Collaborate with team members to support the completion of over 1,000 tax returns during peak seasons.</p><p>• Provide clear and detail-oriented communication, both written and verbal, to clients and stakeholders.</p>
<p>We are looking for an experienced Senior Public Tax Accountant to join our team in Walnut Creek, California. This is a Contract to long-term position within a collaborative and client-focused firm, offering flexibility with part-time hours and the option for ongoing work during tax season. If you excel in processing complex tax returns and are proficient in QuickBooks Online and Lacerte software, this role could be a great fit for you.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and process tax returns for individuals, partnerships, corporations, and trusts with a focus on high-net-worth clients.</p><p>• Handle sales and use tax filings accurately and in compliance with applicable regulations.</p><p>• Utilize Lacerte Tax Software and QuickBooks Online to manage and track financial data effectively.</p><p>• Collaborate with team members to ensure timely and efficient tax preparation and filing.</p><p>• Provide expert guidance on corporate tax returns, including C-Corp filings.</p><p>• Maintain a high level of accuracy and attention to detail in all tax documents and processes.</p><p>• Work closely with clients to address tax-related inquiries and provide exceptional service.</p><p>• Stay informed about updated tax laws and regulations to ensure compliance.</p><p>• Assist with tax planning strategies to optimize financial outcomes for clients.</p><p>• Contribute to a positive and supportive team environment focused on client satisfaction</p>
<p>We are looking for a Senior Tax Manager to oversee corporate tax compliance and annual income tax provisions for our organization in Fremont, California. This role requires a strategic thinker who can ensure regulatory adherence while optimizing tax-related processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate and oversee U.S. federal, state, and international income tax returns prepared by external firms</li><li>Support quarterly and annual global tax provisions for the Japanese parent company</li><li>Collaborate with finance and accounting teams in the U.S. and India</li><li>Manage U.S. sales tax, VAT, and GST filings</li><li>Review transfer pricing calculations and intercompany arrangements on a quarterly/annual basis</li><li>Assist accounting with annual statutory tax provision reviews</li><li>Lead U.S. federal, state, and international tax planning and implement tax strategies</li><li>Manage responses to IRS, state, and international audits and notices</li><li>Stay current with tax legislation and update practices accordingly</li><li>Provide cross-functional support and assist with special projects as needed</li></ul>
We are looking for an experienced Payroll Clerk to join our team in Sonoma, California. This is a Contract-to-permanent position that offers an excellent opportunity to transition into a permanent role after 2-3 months. The ideal candidate will have a strong background in payroll processing, exceptional attention to detail, and the ability to work efficiently in a fast-paced environment.<br><br>Responsibilities:<br>• Process bi-weekly payroll for a workforce of approximately 200 employees, including both hourly and salaried staff.<br>• Ensure compliance with local payroll tax regulations and accurately manage tax deposits.<br>• Handle payroll adjustments, garnishments, and benefit deductions with precision.<br>• Reconcile payroll records to maintain accuracy and resolve discrepancies promptly.<br>• Utilize ADP software to manage payroll tasks and ensure smooth operations.<br>• Maintain up-to-date knowledge of payroll laws and regulations to ensure compliance.<br>• Collaborate with internal teams to support full-cycle payroll processes.<br>• Address employee payroll inquiries and resolve issues efficiently.<br>• Generate and review payroll reports to ensure accuracy and compliance.<br>• Support audits and reporting requirements related to payroll functions.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>Venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule.</p><p><br></p><p>Join a San Francisco-based VC firm, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>**Contact <u>Michelle Espejo via LinkedIn or email</u> for immediate consideration and additional info. </strong></p>
We are looking for an experienced Tax Staff member to join our team in Walnut Creek, California. This role involves preparing and reviewing diverse tax returns, conducting research on tax regulations, and collaborating with clients to provide exceptional tax-related services. The ideal candidate demonstrates strong technical expertise, organizational skills, and a commitment to delivering high-quality work.<br><br>Responsibilities:<br>• Prepare and review tax returns for individuals, corporations, partnerships, trusts, and exempt organizations.<br>• Conduct tax planning and perform in-depth research on tax laws, regulations, and specific issues.<br>• Manage multiple client engagements, ensuring deadlines are consistently met.<br>• Communicate directly with clients and regulatory agencies to address tax-related inquiries and concerns.<br>• Apply a comprehensive understanding of the tax return preparation and review process.<br>• Stay updated on industry knowledge by participating in relevant educational opportunities.<br>• Collaborate with team members to ensure accuracy and efficiency in all tax-related tasks.<br>• Assist clients with navigating complex tax matters and provide tailored solutions.<br>• Utilize advanced tax software such as CCH ProSystem Fx and Lacerte for efficient tax preparation.
<p><strong>Accounts Payable Specialist – Venture Finance Team</strong></p><p>Join a well-established global investment firm with over $20B+ in assets under management. Known for backing category-defining companies, the firm offers a dynamic, entrepreneurial environment with exposure to both firm-level and fund-level financial operations.</p><p><br></p><p><strong>The Role</strong></p><p>We’re seeking a detail-oriented Accounts Payable Specialist to manage full-cycle AP in a high-volume environment. You’ll also support legal invoice tracking, expense reporting, fund rebills, and financial reporting. This is a great opportunity to deepen your expertise in venture finance while contributing to a collaborative, high-performing team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process and code high-volume invoices accurately</li><li>Manage vendor relationships and payment schedules</li><li>Oversee legal invoice tracking and resolution</li><li>Support employee expense reporting and training</li><li>Prepare fund rebills and ensure proper allocations</li><li>Assist with financial reporting, audits, and data compilation</li></ul><p><strong>Why Join</strong></p><ul><li>100% employer-paid medical, dental, vision, and more</li><li>401(k) with up to 10% match and annual profit sharing</li><li>Paid holidays + company-wide winter break</li><li>Free daily lunch and Monday breakfast</li><li>Annual CalTrain pass and gym reimbursement</li><li>Supportive culture with strong growth potential</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Ren Friedman</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p><strong>Job Posting: </strong>Payroll Specialist</p><p><strong>Employment Type:</strong> Contract</p><p><strong>Compensation:</strong> $25 - $36 hourly </p><p> </p><p><strong>About the Role</strong></p><p> </p><p>Robert Half is partnering with a dynamic and growing organization to find an experienced <strong>Payroll Specialist</strong>. In this role, you will play a crucial part in ensuring employees are compensated accurately and on time while maintaining compliance with payroll regulations. This is a fantastic opportunity to advance your payroll career while working closely with a supportive and collaborative team.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Process semi-monthly, biweekly, or weekly payroll for employees, ensuring accuracy and timeliness.</li><li>Maintain payroll records, including wage adjustments, benefit deductions, and tax withholding.</li><li>Review and reconcile payroll reports to ensure compliance with labor laws and regulations.</li><li>Respond promptly to employee inquiries about payroll, deductions, or tax issues.</li><li>Assist with annual reporting requirements, including W-2 and 1099 processing.</li><li>Calculate and process bonuses, overtime, and commissions where applicable.</li><li>Collaborate with HR to ensure accurate onboarding of employee information.</li><li>Stay updated on payroll laws and regulations, including applicable state or regional requirements.</li><li>Assist with audits and liaise with external auditors or agencies when necessary.</li></ul><p><br></p>
<p>Robert Half is in search for a Payroll Lead.</p><ul><li>Process and review bi-weekly payroll across all 50 states for K-1 partners and W-2 staff in a high-pressure environment.</li><li>Lead, mentor, and support a team of three payroll staff.</li><li>Manage payroll systems; identify and resolve processing discrepancies.</li><li>Generate payroll reports, reconcile data, and assist with audits.</li><li>Drive payroll process improvements and automation initiatives.</li><li>Oversee and validate new hires, pay changes, overtime, sick/PTO, and leave calculations.</li><li>Handle garnishments, levies, and child support deductions.</li><li>Review and approve termination and off-cycle paychecks.</li><li>Regularly assess and enhance payroll policies and procedures.</li><li>Ensure accurate data entry and adherence to firm policies.</li><li>Collaborate with the payroll provider to fix tax filing issues.</li><li>Maintain compliance with all payroll-related laws and regulations.</li><li>Review and approve ADP invoices and configure local payroll taxes.</li><li>Prepare general ledger interfaces, journal entries, and account reconciliations.</li><li>Partner with HR and Benefits on cross-functional processes.</li><li>Complete special projects and reports as directed by the Payroll Manager.</li></ul><p><br></p>
<p><strong>Job Posting: </strong>Payroll Specialist</p><p><strong>Employment Type:</strong> Contract</p><p><strong>Compensation:</strong> $25 - $36 hourly </p><p> </p><p><strong>About the Role</strong></p><p> </p><p>Robert Half is partnering with a dynamic and growing organization to find an experienced <strong>Payroll Specialist</strong>. In this role, you will play a crucial part in ensuring employees are compensated accurately and on time while maintaining compliance with payroll regulations. This is a fantastic opportunity to advance your payroll career while working closely with a supportive and collaborative team.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Process semi-monthly, biweekly, or weekly payroll for employees, ensuring accuracy and timeliness.</li><li>Maintain payroll records, including wage adjustments, benefit deductions, and tax withholding.</li><li>Review and reconcile payroll reports to ensure compliance with labor laws and regulations.</li><li>Respond promptly to employee inquiries about payroll, deductions, or tax issues.</li><li>Assist with annual reporting requirements, including W-2 and 1099 processing.</li><li>Calculate and process bonuses, overtime, and commissions where applicable.</li><li>Collaborate with HR to ensure accurate onboarding of employee information.</li><li>Stay updated on payroll laws and regulations, including applicable state or regional requirements.</li><li>Assist with audits and liaise with external auditors or agencies when necessary.</li></ul><p><br></p>
<p>We are looking for a dynamic Financial Analyst/Manager to join our team in Mountain View, California. In this role, you will act as a strategic partner, combining financial expertise with forward-thinking analysis to support business growth. This position offers an exciting opportunity to oversee financial planning, provide actionable insights, and contribute to strategic decision-making in a fast-paced environment. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Create budget and forecast presentations with key performance insights and cash impact</li><li>Analyze business scenarios to guide investment and resource allocation decisions</li><li>Conduct variance analysis and improve forecast accuracy</li><li>Perform financial analysis and build strategic models for leadership decision-making</li><li>Develop financial plans and analysis aligned with strategic objectives</li><li>Partner with teams to prepare and manage budgets and forecasts</li><li>Assist with investor due diligence and annual audit preparation</li><li>Contribute to the monthly financial close process</li><li>Provide ad hoc financial analysis and modeling support</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Controller </strong>at a <strong>top-tier investment firm </strong>with over $40B AUM. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Known for its collaborative culture and innovative approach, the firm invests across public and private credit, equity, real estate, and direct investments.</p><p> </p><p>This is a great opportunity to step into a senior leadership role where you’ll manage a strong tenured team and lead key projects that improve processes and drive efficiency. You’ll work closely with senior leadership and cross-functional teams in a fast-paced, entrepreneurial environment that values new ideas and strong communication. Enjoy unbeatable perks, the best in the industry.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Lead and mentor a team supporting multi-strategy and specialized hedge funds</li><li>Oversee the close process and ensure accurate fund reporting</li><li>Work with Tax, Legal, Ops, and Investor Relations to align on key initiatives</li><li>Improve workflows and implement tech solutions to drive efficiency</li><li>Serve as the go-to for complex accounting questions and present to senior leadership</li><li>Build a high-performing team culture based on accountability and growth</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Controller </strong>at a <strong>top-tier investment firm </strong>with over $40B AUM. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Known for its collaborative culture and innovative approach, the firm invests across public and private credit, equity, real estate, and direct investments.</p><p> </p><p>This is a great opportunity to step into a senior leadership role where you’ll manage a strong tenured team and lead key projects that improve processes and drive efficiency. You’ll work closely with senior leadership and cross-functional teams in a fast-paced, entrepreneurial environment that values new ideas and strong communication. Enjoy unbeatable perks, the best in the industry.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Lead and mentor a team supporting multi-strategy and specialized hedge funds</li><li>Oversee the close process and ensure accurate fund reporting</li><li>Work with Tax, Legal, Ops, and Investor Relations to align on key initiatives</li><li>Improve workflows and implement tech solutions to drive efficiency</li><li>Serve as the go-to for complex accounting questions and present to senior leadership</li><li>Build a high-performing team culture based on accountability and growth</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 a skilled Financial Project Manager to join our team in Fremont, California. In this long-term contract position, you will play a key role in overseeing financial system implementations, data validation, and reporting processes. The ideal candidate will bring a strong background in finance, accounting, and project management, with expertise in Workday Financials.<br><br>Responsibilities:<br>• Collaborate with the implementation team and finance stakeholders to ensure the smooth execution of Workday Financials projects.<br>• Organize and manage project logistics, including coordinating meetings and tracking action items.<br>• Conduct detailed reviews and validations of financial data prior to its migration to Workday systems.<br>• Compare and validate Workday financial reports against legacy systems to ensure accuracy and reliability.<br>• Develop and maintain workbooks to streamline review processes and establish a clear approval hierarchy.<br>• Monitor project timelines and ensure deliverables are completed on schedule.<br>• Provide support during month-end close periods, stepping in to assist with implementation tasks as needed.<br>• Supervise testing cycles and reporting validation to maintain transparency and accuracy of financial data.<br>• Ensure accountability for project deliverables and maintain effective communication with all stakeholders.
<p>We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
<p><strong>Tax Associate</strong></p><p><strong>Location:</strong> San Francisco Bay Area (In-Office Role)</p><p><strong>Industry:</strong> Financial Services / Tax Advisory</p><p>A growing financial services firm is seeking a highly motivated and experienced <strong>Tax Associate</strong> to join its collaborative team. This is a full-time, in-office role offering schedule flexibility, competitive compensation, and the opportunity to work alongside seasoned professionals in a supportive and growth-oriented environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm provides comprehensive, personalized financial solutions through a holistic approach. With strong growth over the past several years, the team is expanding and looking for professionals who value excellence, process, and teamwork.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Tax Associate will be responsible for preparing and reviewing a wide range of tax filings, managing client relationships, and supporting the firm’s commitment to high-quality service. This role is ideal for someone who thrives in a fast-paced environment and is eager to contribute to a firm that values collaboration and continuous improvement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual and business tax returns (1040s, S-Corps, C-Corps, Partnerships, Fiduciary, Non-Profit)</li><li>Represent clients before the IRS and FTB for audits, collections, and correspondence</li><li>Conduct tax research and provide strategic guidance</li><li>Maintain compliance with tax laws and regulations</li><li>Deliver personalized, high-quality client service</li><li>Manage client engagements with professionalism and responsiveness</li><li>Maintain organized and accurate records of client documents and interactions</li><li>Contribute to improving internal systems and processes</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Full-time position (January–December)</li><li>Competitive salary and benefits</li><li>Flexible scheduling within an in-office structure</li><li>A positive, team-centered culture focused on growth and support</li><li>No self-marketing required—serve a growing client base with confidence</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
