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290 results for Senior Tax Accountant Wealth Management Firm in San Jose, CA

Sr. Accountant
  • Menlo Park, CA
  • onsite
  • Permanent
  • 110000.00 - 130000.00 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTANT</strong></p><p><strong>115K-130K + BONUS, AMAZING BENEFITS (25 days PTO, 100% 401k match)</strong></p><p><br></p><p>Well established investment foundation (ranked top 15 in the US) with over 13B in AUM is seeing a strong Senior Accountant to join their expanding team. This is a newly created position due to growth. This position is responsible for managing general ledger and reporting, overseeing treasury relations with banking partners, participating in the annual financial statement audit, managing the budget process, and providing analytical support to senior staff for strategic planning. </p><p> </p><p><strong><u>Essential Duties and Responsibilities</u></strong></p><p>·     Manage general ledger operations and ensure accurate financial reporting</p><p>·    Prepare journal entries, reconciliations to confirm transactions are properly classified. </p><p>·    Support the annual financial statement audit by preparing documentation and schedules for auditors. </p><p>·    Support the annual budget preparation process in collaboration with senior staff. </p><p>·    Monitor budget performance, undertake benchmarking and variance analysis, provide financial insights to support decision-making. </p><p>·    Manage banking relationships and coordinate with external banking partners for foundation's treasury needs. </p><p>·    Oversee the chart of accounts and general ledger and administer financial reporting to ensure accuracy and adherence to accounting standards and regulations. </p><p>·    Supports the annual budget preparation process in collaboration with senior staff. </p><p>·    Join cross-functional project teams, contributing to the assessment, evaluation, and improvement of existing processes and business controls.</p><p>·    Make recommendations on accounting for complex transactions and determining accounting treatments for new activities.</p><p>·    Participate in knowledge sharing and cross-train in the responsibilities of other Finance roles to enhance team collaboration and support.</p><p><br></p><p><strong><u>Required Skills</u></strong></p><p>·    CPA license or successful completion of the Uniform CPA exam is required.</p><p>·    Bachelor’s Degree with a minimum of four years of increasingly responsible accounting and/or auditing experience required. </p><p>·    Proficient in accounting, including journal entries, account reconciliation, general ledger, financial statements preparation.</p><p>·     Strong analytical and problem-solving skills with attention to detail and accuracy. </p><p>·    Strong communication skills, both written and verbal</p><p><br></p>
  • 2025-08-28T19:28:52Z
Tax/Fund Accountant - Venture Capital
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 150000.00 USD / Yearly
  • <p><strong>Finance Associate – Tax Focus</strong></p><p>A leading early-stage investment firm focused on emerging technologies is seeking a <strong>Finance Associate</strong> with deep expertise in <strong>tax compliance and fund operations</strong>. This full-time role offers a unique opportunity to work at the intersection of finance, innovation, and technology, supporting a dynamic team in a fast-evolving regulatory and operational landscape.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Finance Associate will play a critical role in managing tax compliance across multiple entities, supporting fund reporting and audits, and contributing to strategic finance initiatives. This role is ideal for professionals with strong tax experience in asset management, particularly in venture capital or private equity, who are looking to expand their impact in a forward-thinking environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Tax Compliance & Strategy</strong></p><ul><li>Oversee the full tax lifecycle for funds, general partners, and management entities.</li><li>Review tax returns, K-1s, foreign filings, and estimated tax calculations.</li><li>Conduct tax research and collaborate with external advisors to validate positions.</li><li>Serve as the primary liaison with tax advisors and respond to investor inquiries.</li><li>Lead ad-hoc tax research projects to support strategic decision-making.</li></ul><p><strong>Fund & Financial Operations</strong></p><ul><li>Review fund administrator reports and produce quarterly NAV reports.</li><li>Support annual financial statement preparation and audit coordination.</li><li>Monitor fund performance and investment valuations.</li><li>Participate in operational processes including capital calls, distributions, and accounts payable.</li><li>Address finance-related inquiries from investors and assist with strategic analysis.</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>
  • 2025-08-29T14:54:07Z
Senior Accountant
  • San Jose, CA
  • remote
  • Temporary
  • 45.00 - 48.00 USD / Hourly
  • <p>Robert Half has partnered with a client in San Jose who is seeking a talented Senior Accountant who can start on an immediate basis! The ideal candidate will have banking industry experience. </p><p><br></p><ul><li>Reconciling sub-ledger to general ledger account balances</li><li>Preparing financial statements</li><li>Assessing internal controls, including risk assessments and reviews of risk areas</li><li>Performing monthly balance sheet, income statement and changes in financial position/budget variance analyses</li><li>Assisting in the design and preparation of budgets for review by management</li><li>Maintaining and reconciling fixed assets schedules</li><li>Supervising accounting staff</li></ul><p><br></p>
  • 2025-08-29T17:09:06Z
Accountant - Fund and Valuations
  • Menlo Park, CA
  • remote
  • Permanent
  • 125000.00 - 150000.00 USD / Yearly
  • <p><strong>Fund Accountant – Valuations & Fund Operations</strong></p><p>&#128205; Menlo Park, CA | Hybrid (3 days in-office)</p><p>&#128188; $125,000 – $150,000 + Bonus + Phantom Equity + Unlimited PTO</p><p><br></p><p> Please reach out to <strong>Jennifer Fukumae at Robert Half</strong> on LinkedIn for a confidential conversation and apply directly to be considered.</p><p><br></p><p>Ready to take your valuation and fund accounting chops to the next level? This is your chance to join a <strong>well-known VC in Menlo Park</strong> with a long history of backing some of the most transformative companies out there. You’ll be hands-on with <strong>quarterly valuations, fund operations, and investor reporting</strong>, all while working side-by-side with a sharp finance team and senior leadership. It’s a great opportunity to grow your career, learn the venture world from the inside, and be part of a collaborative, fast-moving team that loves what they do.</p>
  • 2025-08-30T01:38:46Z
Senior Accountant
  • San Mateo, CA
  • onsite
  • Temporary
  • 40.00 - 50.00 USD / Hourly
  • <p><strong>Senior Accountant (Hybrid) – Full Time</strong></p><p>&#128205; <em>San Mateo, CA</em> | &#128338; <em>Full-Time</em> | &#128260; <em>Hybrid (3 days onsite / 2 days remote)</em></p><p><strong>Company Overview</strong></p><p> We are a dynamic and growing company based in San Mateo, CA, seeking a highly skilled and detail-oriented <strong>Senior Accountant</strong> to join our finance team. This is an exciting opportunity to play a key role in maintaining the integrity of our financial reporting and supporting business operations in a collaborative and fast-paced environment.</p><p>If you are a hands-on accounting professional who thrives on accuracy, efficiency, and continuous improvement, we’d love to hear from you!</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and maintain accurate general ledger entries, accruals, and account reconciliations</li><li>Lead month-end, quarter-end, and year-end close processes</li><li>Assist with preparation of financial statements in compliance with GAAP</li><li>Analyze financial data and present insights to leadership for strategic decision-making</li><li>Manage fixed assets and depreciation schedules</li><li>Support budgeting, forecasting, and variance analysis activities</li><li>Prepare and review journal entries, account reconciliations, and supporting documentation</li><li>Coordinate with external auditors and assist with annual audits</li><li>Ensure compliance with internal controls, accounting policies, and procedures</li><li>Collaborate with cross-functional teams including AP, AR, Payroll, and FP& A</li></ul><p><br></p><p><br></p>
  • 2025-09-08T23:54:32Z
Accounting Manager
  • Oakland, CA
  • onsite
  • Permanent
  • 130000.00 - 150000.00 USD / Yearly
  • <p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
  • 2025-08-27T22:14:04Z
Controller
  • Lodi, CA
  • onsite
  • Permanent
  • 125000.00 - 150000.00 USD / Yearly
  • <p>Jackie Meza with Robert Half is looking for a skilled Controller to lead our financial operations in Lodi, California. This role is integral to ensuring the accuracy and efficiency of accounting practices, financial reporting, and compliance with regulatory standards. The ideal candidate will bring expertise in managing financial processes, analyzing data, and contributing to the organization’s long-term strategic objectives. Contact Jackie Meza at 209.227.6563 for consideration on the role. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the full cycle of accounting processes, ensuring accuracy and timely completion of financial tasks.</p><p>• Prepare, review, and present comprehensive financial statements to support organizational decision-making.</p><p>• Implement and maintain internal controls to safeguard company assets and ensure compliance with regulations.</p><p>• Manage work-in-progress (WIP) accounting to track project performance and profitability.</p><p>• Provide strategic financial insights to senior leadership, contributing to long-term business planning.</p><p>• Analyze financial data to identify trends, risks, and opportunities for improvement.</p><p>• Mentor and guide finance team members to enhance their skills and align with organizational goals.</p><p>• Ensure adherence to all applicable financial and regulatory standards.</p><p>• Collaborate with cross-functional teams to optimize financial operations and reporting processes.</p><p>• Monitor and manage budgets to support efficient resource allocation.</p>
  • 2025-09-03T14:19:00Z
Controller
  • Belmont, CA
  • onsite
  • Permanent
  • 175000.00 - 180000.00 USD / Yearly
  • <p>We are looking for an experienced Controller to join our team in San Mateo, California. In this role, you will oversee financial operations, ensuring accuracy and compliance while leading a team of accounting professionals. You will play a key role in providing financial insights, managing internal controls, and partnering with cross-functional teams to support strategic initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Prepare, review, and present monthly, quarterly, and annual financial statements to clients, working closely with an Assistant Controller and a team of property accountants.</p><p>• Establish and communicate financial metrics and key performance indicators to senior leadership.</p><p>• Monitor clients' cash flow and positions daily, compiling management reports with clear cash flow indicators.</p><p>• Conduct monthly reviews of financial statements for various entities and support tax return preparation in coordination with external partners.</p><p>• Develop and enforce internal controls to safeguard assets and ensure financial accuracy through audits and compliance efforts.</p><p>• Oversee all accounting activities, including accounts payable and receivable reviews, client distributions, and supervising bank reconciliations.</p><p>• Provide accounting support for complex property transactions, including ledger corrections, transfers, and resolving exceptions.</p><p>• Evaluate and optimize financial processes, systems, and controls to enhance operational efficiency.</p><p>• Build strong relationships with cross-department leaders to ensure effective communication and support for transactions, including due diligence and client onboarding.</p><p>• Lead and develop the accounting team by hiring, training, and mentoring staff, while fostering a high-performing and motivated work environment.</p>
  • 2025-09-09T18:34:21Z
Grant Analyst/Grant Accountant
  • Oakland, CA
  • onsite
  • Contract / Temporary to Hire
  • 30.88 - 35.75 USD / Hourly
  • We are looking for an experienced Grant Analyst/Accountant to join our team in Oakland, California. This Contract-to-Permanent position requires a strong background in finance and cost accounting, coupled with excellent analytical and communication skills. The ideal candidate will play a pivotal role in managing grant finances, budgeting, and reporting, ensuring compliance and fostering collaboration across departments.<br><br>Responsibilities:<br>• Analyze and review the financial aspects of grants and projects from initiation to completion.<br>• Develop and monitor project budgets, track costs, and identify and address variances.<br>• Collect and assess financial data to identify trends and provide actionable insights.<br>• Lead regular meetings with program managers to review budget performance, trends, and projections.<br>• Assist in month-end financial close processes, including reporting, contract billing, and revenue reconciliation.<br>• Prepare funder invoices and financial reports while addressing accounts receivable inquiries and audit requirements.<br>• Communicate effectively with funders regarding invoicing, reporting, and compliance matters.<br>• Create detailed cost analysis reports and recommend strategies for improving financial performance.<br>• Support compliance efforts by ensuring adherence to government policies and procedures.<br>• Collaborate on special projects and provide financial data for proposal solicitations as needed.
  • 2025-08-29T18:14:03Z
Full Charge Bookkeeper
  • San Jose, CA
  • onsite
  • Permanent
  • 60000.00 - 80000.00 USD / Yearly
  • <p>Colleen McAuliffe from Robert Half is looking for a meticulous Full Charge Bookkeeper to join our client's professional services team in San Jose, California. In this role, you will oversee all aspects of accounting and financial reporting to ensure accuracy and compliance with legal regulations. This position offers an opportunity to manage critical financial processes and contribute to the company’s overall success.</p><p><br></p><p>Responsibilities:</p><p>• Maintain the chart of accounts in alignment with the company’s financial structure.</p><p>• Prepare and update financial reports, including balance sheets and profit and loss statements.</p><p>• Analyze financial data to identify variances and communicate results to management.</p><p>• Oversee the complete accounting cycle, from data entry to tax filing.</p><p>• Manage bank and general ledger reconciliations, along with payroll processing.</p><p>• Coordinate the preparation and submission of regulatory reports.</p><p>• Ensure compliance with federal, state, and local financial regulations.</p><p>• Verify and validate accounting data to maintain accuracy.</p><p>• Develop and enhance accounting systems and procedures, implementing corrective actions as needed.</p><p>• Process month-end and year-end activities, including accounts payable, accounts receivable, cash receipts, general ledger, and payroll.</p>
  • 2025-09-04T23:34:22Z
Tax Accountant
  • San Francisco, CA
  • remote
  • Temporary
  • 30.00 - 45.00 USD / Hourly
  • <p>We are seeking an experienced Tax Accountant for a 3-month onsite contract in San Francisco, with potential for extension. This role is 100% onsite and not BART accessible, so reliable transportation is essential.</p><p><br></p><p>Project Details:</p><ul><li>Duration: 3 months, with possible extension</li><li>Location: Onsite in San Francisco, CA</li><li>Schedule: Full-time, weekend work is offered as well as OT</li></ul><p>Key Responsibilities:</p><ul><li>Prepare and review tax returns for individuals, trusts, sole proprietors, S-corps, C-corps, and LLCs</li><li>Collaborate with clients both in person and virtually</li><li>Ensure compliance with federal, state, and local tax regulations</li><li>Assist with tax planning and strategy as needed</li></ul><p>** If you're interested in this position, please apply to this position and contact Meaghan O'Brien at meaghan.obrien - at - roberthalf - .com with your word resume and reference job ID# TAX ACCOUNTANT **</p>
  • 2025-08-28T16:14:13Z
Sr. Manager/Controller (DOE) - Hedge Fund
  • San Francisco, CA
  • onsite
  • Permanent
  • 200000.00 - 250000.00 USD / Yearly
  • <p>A leading global institutional asset management firm is seeking a highly experienced and motivated <strong>Sr. Manager / Controller (DOE)</strong> to join its hedge fund accounting team. This role is based in San Francisco and offers a unique opportunity to contribute to the financial operations of a firm managing approximately $40 billion in assets across multi-strategy and specialized hedge funds</p><p><br></p><p><strong>Position Overview</strong></p><p>The<strong> Sr. Manager / Controller</strong> will play a critical leadership role in overseeing fund accounting processes, managing a high-performing team, and ensuring the accuracy and integrity of financial reporting. Reporting directly to the Global Controller, this individual will collaborate across departments including Tax, Legal, Operations, and Investor Relations, and will serve as a key liaison to senior leadership.</p><p>This role is ideal for a detail-oriented professional with deep expertise in hedge fund structures (both share class and partnership), strong proficiency in Advent Geneva, and a passion for continuous improvement through digital transformation initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and review monthly NAV closing packages and unaudited financial statements; oversee year-end audits and disclosures.</li><li>Manage investor profit and loss allocations and performance reporting in line with fund agreements.</li><li>Support Investor Relations and Performance Analytics teams with specialized reporting and inquiries.</li><li>Oversee third-party administrator deliverables, ensuring timely and accurate investor statements and transparency reports.</li><li>Prepare and review regulatory filings (e.g., BEA, CIMA) in coordination with Compliance.</li><li>Coordinate global annual audit processes with external auditors and internal stakeholders.</li><li>Review valuation models for private equity and debt investments in hedge fund portfolios.</li><li>Drive modernization and optimization of accounting processes and systems.</li></ul><p><strong>Compensation & Benefits</strong></p><p>Compensation is competitive and commensurate with experience. The role includes eligibility for a discretionary bonus and a comprehensive benefits package, including medical, dental, and vision insurance, as well as retirement savings and pension plans.</p><p><br></p><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>
  • 2025-08-28T14:49:14Z
Staff Accountant / Accounting Specialist
  • Carmel, CA
  • onsite
  • Permanent
  • 70000.00 - 85000.00 USD / Yearly
  • <p>We are looking for a detail-oriented and experienced <strong>Staff Accountant</strong> to join our Retail Services company in Carmel, CA. The ideal candidate will have strong accounting skills, exceptional attention to detail, and proven experience using <strong>QuickBooks</strong> to manage financial records and support day-to-day accounting operations. This role will play an integral part in maintaining the financial health of the business, ensuring compliance with accounting standards, and supporting the company's growth initiatives.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage daily accounting tasks, including <strong>accounts payable (AP)</strong>, <strong>accounts receivable (AR)</strong>, and <strong>general ledger (GL) maintenance</strong> (Source: RH Acronym Guide.docx).</li><li>Process and reconcile <strong>bank statements</strong>, <strong>credit card transactions</strong>, and <strong>expense reports</strong> using QuickBooks.</li><li>Assist with <strong>month-end and year-end closing activities</strong>, including preparing journal entries and supporting schedules.</li><li>Accurately track and record company transactions, ensuring compliance with accounting principles and standards (Source: RH Acronym Guide.docx).</li><li>Prepare and analyze financial statements, including <strong>income statements</strong>, <strong>balance sheets</strong>, and <strong>cash flow reports</strong>.</li><li>Support budget preparation and financial forecasting processes for business planning.</li><li>Collaborate with the Finance team on <strong>tax preparation</strong>, <strong>audit requests</strong>, and compliance reporting requirements.</li><li>Monitor inventory and sales data for accurate financial reporting and reconciliation.</li><li>Assist HR or payroll teams with employee timesheets and payroll processing.</li><li>Communicate regularly with cross-functional departments to streamline accounting and financial processes.</li></ul><p><br></p><p>Posted by Director of Staffing Scott Moore </p>
  • 2025-08-17T00:04:06Z
Senior Cost Accountant
  • Modesto, California, United States, CA
  • remote
  • Permanent
  • 70000.00 - 90000.00 USD / Yearly
  • <p>•               Develop accurate cost standards </p><p>•               Perform cost audits and variance analyses </p><p>•               Identify margin improvement opportunities </p><p>•               Provide timely updates on key performance indicators </p><p>•               Assists operations team with ad-hoc analyses </p><p>•               Complete month-end close responsibilities as necessary </p><p>•               Ensure accurate inventory quantities and valuation </p><p>•               Maintain effective cost structure - proper classifications, timely recognition, & controlled spending </p><p>•               Partner with IT in developing reporting capabilities </p><p>•               Foster a spirit of continuous improvement </p><p><br></p>
  • 2025-09-08T17:44:21Z
Controller
  • Palo Alto, CA
  • onsite
  • Permanent
  • 150000.00 - 250000.00 USD / Yearly
  • <p><strong>Assistant Controller – Venture Capital</strong></p><p>&#128205; Palo Alto, CA | Hybrid / <strong>Remote Option</strong></p><p>&#128176; $150–180k base + Bonus + Carry Potential</p><p> </p><p>&#128233; <strong>Interested in learning more?</strong></p><p>Reach out to <strong>Jennifer Fukumae on LinkedIn</strong> for a conversation and apply directly.</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with an established and growing venture capital firm based in Palo Alto that is seeking an <strong>Assistant Controller</strong> to support and help scale its internal finance function. With over $500M in assets under management across four active funds—and a fifth fund launching soon—this is a critical hire as the firm prepares for its next phase of growth.</p><p> </p><p><strong>About the Role:</strong></p><p>This is a hands-on position for a finance professional with strong fund accounting experience who is ready to take on a high-impact role. Reporting directly to the Founding Partner, the Assistant Controller will work as the key internal finance resource—supporting fund operations and managing relationships with external vendors including the fund administrator, tax advisors, auditors, and a fractional CFO.</p><p>This is an excellent opportunity for someone who thrives in a lean, entrepreneurial environment and is eager to grow with the firm by refining systems, supporting infrastructure development, and playing an integral part in future fundraising cycles.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Support all fund and management company accounting</li><li>Assist with audits and tax processes alongside external providers</li><li>Help maintain reporting to LPs, including capital calls and distributions</li><li>Monitor cash flow and support capital planning across entities</li><li>Contribute to the buildout of internal financial controls and processes</li><li>Prepare internal financial reports and LP-facing dashboards</li><li>Assist in fund modeling, valuations, and fundraising preparation</li><li>Partner closely with the Founder and leadership team on strategic initiatives</li></ul>
  • 2025-09-05T14:24:22Z
Assistant Controller or Controller
  • San Francisco, CA
  • onsite
  • Permanent
  • 150000.00 - 190000.00 USD / Yearly
  • <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>
  • 2025-08-14T16:48:47Z
Senior Accountant
  • Fremont, CA
  • onsite
  • Temporary
  • 55.00 - 60.00 USD / Hourly
  • We are looking for a Senior Accountant to join our team in Fremont, California. This is a long-term contract opportunity for an experienced and detail-oriented individual to apply their expertise in general ledger management, reconciliations, and financial reporting. The ideal candidate will have strong analytical skills, a solid background in accounting processes, and the ability to handle complex data-driven tasks with precision.<br><br>Responsibilities:<br>• Manage month-end close activities, ensuring the accuracy and timeliness of financial statements.<br>• Maintain and reconcile general ledger accounts, ensuring compliance with accounting standards.<br>• Prepare journal entries and account reconciliations, including payroll reporting and profit-sharing calculations.<br>• Utilize advanced Excel functions, such as pivot tables, to analyze and manipulate financial data.<br>• Generate audit schedules and maintain organized documentation for reviews.<br>• Calculate revenue using system data and ensure the maintenance of accurate financial files.<br>• Perform bank reconciliations and resolve discrepancies effectively.<br>• Collaborate on Workday testing initiatives to support system functionality improvements.<br>• Leverage Paycom data to create entries and reconciliations as needed.<br>• Contribute to financial operations within the healthcare industry, if applicable.
  • 2025-09-02T18:58:46Z
Staff Accountant
  • San Francisco Bay Area, CA
  • onsite
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</p><p><br></p><p>PROJECT ACCOUNTANT</p><p>100K-120K+BONUS+BONUS SHARING+FULLLY PAID BENEFITS</p><p><br></p><p>Project Accountant for a growing/stable company with excellent benefits and good work/life balance. This position will have an opportunity to learn (Controller will train) GL, Month-end Close, Financial Analysis. This company also offers excellent benefits: competitive salary plus bonus, profit sharing, fully paid benefits and 100% 401k match.</p><p><br></p><p>Position Overview</p><p>The Project Accountant is responsible for the financial processing of our projects. This includes managing AIA contract progress billings, tracking incoming invoices, and ensuring all payments are paid timely and posted accurately. As the Project Accountant you will communicate with clients, vendors, subcontractors, and our project management team to ensure the project’s financial procedures are on track from start to finish.</p><p>Job Responsibilities</p><ul><li>Process AIA billings and change orders, ensuring accuracy and timely submission.</li><li>Review and analyze job cost reports, making necessary corrections to maintain financial accuracy.</li><li>Process subcontractor and supplier lien releases in compliance with contract terms.</li><li>Release subcontractor invoices for payment after verifying approvals and supporting documentation.</li><li>Set up and maintain job accounting files for assigned projects, ensuring proper documentation and organization.</li><li>Track insurance and bond information for all subcontractors.</li><li>Process labor and expense transfers as necessary</li><li>Set up and maintain projects in Spectrum in accordance with contract requirements; read and interpret contracts for accounting and invoicing implications</li><li>Prepare and distribute monthly billing report to Project Managers</li><li>Ensure labor and expenses posted to project comply with the contract</li><li>Ensure that accurate and complete invoice packages are submitted to the client in a timely manner including all applicable back-up required by the client</li><li>Respond to internal and external clients promptly in a confident and professional manner; investigate issues, problem solve, and communicate resolution clearly and articulately</li><li>Follow-up with clients to confirm receipt of invoices and regarding payment status of open invoices; partner with Project Manager to resolve collection issues</li><li>Maintain communication with in-house project teams for percentages of base contract and change order work when preparing AIA billings.</li><li>Record payments and EFT transactions into accounting system.</li><li>General Accounting duties as required (assist in month end closing, general ledger entries and Balance Sheet reconciliations.)</li></ul><p><br></p><ul><li><br></li></ul><p><br></p>
  • 2025-09-08T22:14:07Z
Controller/ Real Estate
  • San Francisco, CA
  • onsite
  • Permanent
  • 195000.00 - 230000.00 USD / Yearly
  • <p>Jeff Abrams is offering an exciting opportunity for a Controller/Real Estate individual with a keen eye for detail in the Real Estate Property/Facilities Management industry for his client. This position is located in San Francisco, California, 94105, United States. As a Controller/Real Estate, you will be tasked with a variety of responsibilities ranging from overseeing the investment reporting team, managing investment vehicle liquidity, to liaising with various stakeholders.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Mentor and provide opportunities for the Investor Reporting team members to grow.</p><p>• Handle cash analysis, projections, and management of draws/paydowns on subscription facilities for investment vehicles.</p><p>• Ensure smooth workflow by approving expenditure and payables via various systems such as NEXUS, Paymode-X/Kyriba, and MRI.</p><p>• Consult with audit firms and tax consultants on accounting and tax issues and potential conclusions.</p><p>• Coordinate with external accounting consultants, service providers, and joint venture partners to support reporting deliverables.</p><p>• Maintain relationships with investors and other stakeholders, providing them with accurate and timely financial information.</p><p>• Handle the roll-up and reconciliation of investment accounts for various investment vehicles.</p><p>• Oversee the preparation of monthly reports for various investment vehicles.</p><p>• Lead the quarter-end close process, preparation, and review of financial statements.</p><p>• Coordinate with tax accountants and advisors to ensure compliance with REIT regulations.</p><p>• Work directly with various teams on ad hoc projects, oversee group level projects, and collaborate with other departments on company projects and initiatives.</p><p>• Identify and implement improvements in policies and procedures.</p><p>• Provide oversight on accounting analysis on onboarding new investment vehicles, acquisitions, financing, and dispositions.</p><p><br></p><p>If interested, please reach out Jeff Abrams via LinkedIn </p>
  • 2025-08-26T22:35:13Z
Controller
  • Turlock, CA
  • onsite
  • Permanent
  • 150000.00 - 190000.00 USD / Yearly
  • <p>We are recruiting for a Controller to become an integral part of our clients team. The job is located in Stanislaus County. The Controller will be responsible for the comprehensive review of financial and operational reports for various business entities and the preparation of consolidated financial statements monthly. The role also involves effective communication with all levels of employees to achieve organizational goals. Call or text Edgar Gonzalez if interested 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Review financial and operational reports for several business entities in detail</p><p>• Prepare consolidated financial statements on a monthly basis</p><p>• Communicate effectively with all levels of employees to ensure organizational mandates are met</p><p>• Supervise designated accounting staff, including training, motivating, and evaluation to ensure the department's efficient and detail-oriented operation</p><p>• Facilitate effective and timely communication between the audit team and staff during company audits</p><p>• Ensure adherence to internal control processes and practices</p><p>• Assist the external tax accounting firm by providing necessary information for return filing</p><p>• Approve and prepare journal entries</p><p>• Prioritize and multi-task to meet assigned deadlines</p><p>• Develop and promote effective working relationships with staff, management, and internal and external customers</p><p>• Protect and maintain company confidential information</p><p>• Identify and implement opportunities for process improvements</p><p>• Undertake additional duties as assigned.</p>
  • 2025-08-26T22:35:13Z
Tax Accountant
  • Walnut Creek, CA
  • remote
  • Temporary
  • 40.00 - 60.00 USD / Hourly
  • <p>Our client is seeking a Tax Accountant with strong experience preparing and reviewing Form 1065 (Partnership Returns). This is a temp-to-hire opportunity offering the chance to contribute immediately during busy season, with the potential for a long-term career within a growing accounting team.</p><p><br></p><p>Responsibilities</p><ul><li>Prepare and review complex partnership tax returns (Form 1065) including multi-member LLCs and related K-1 schedules.</li><li>Assist with other business and individual returns as needed (1120, 1120S, 1040).</li><li>Research federal, state, and local tax issues to ensure compliance.</li><li>Support audits and respond to inquiries from taxing authorities.</li><li>Maintain accurate tax records and supporting documentation.</li><li>Collaborate with senior accountants and managers on tax planning strategies.</li><li>Ensure deadlines are met while delivering high-quality, accurate work.</li></ul><p>Please contact John Miller for immediate consideration. </p>
  • 2025-08-29T18:34:26Z
Senior Accountant
  • Mountain View, CA
  • onsite
  • Permanent
  • 90000.00 - 100000.00 USD / Yearly
  • <p>We are offering an exciting opportunity in Mountain View, California for a Senior Accountant. This role is within the industry and will involve a hybrid workplace model, providing services to a group of clients. The position will focus on Accounts Payable processing, month-end close, general ledger reconciliations, bank reconciliations, and billing, along with accounting analysis.</p><p><br></p><p>Responsibilities:</p><p>• Carry out month-end closing procedures</p><p>• Conduct general ledger reconciliations</p><p>• Perform bank reconciliations to ensure financial accuracy</p><p>• Manage AP and billing operations for clients</p><p>• Conduct detailed accounting analysis for financial clarity</p><p>• Provide services to a diverse group of clients</p><p>• Utilize Excel for various accounting tasks</p><p>• Maintain and update client records regularly.</p>
  • 2025-09-08T22:14:07Z
Senior Accountant
  • San Mateo, CA
  • onsite
  • Temporary
  • 48.00 - 55.00 USD / Hourly
  • <p><strong>Senior Accountant (Hybrid – San Mateo, CA | FinTech | ~6-Month Contract)</strong></p><p>We are seeking a <strong>Senior Accountant</strong> for a <strong>6-month contract</strong> with a leading organization in the <strong>FinTech industry</strong>, located in <strong>San Mateo, CA</strong>. This hybrid role requires <strong>two days onsite (Monday & Thursday)</strong> and offers the opportunity to make a meaningful impact on core accounting functions in a dynamic, fast-paced environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Perform high-volume <strong>account reconciliations</strong> including cash, bank, prepaid, and accrued expenses.</li><li>Manage <strong>daily cash activity</strong>, posting, reconciliation, and reporting.</li><li>Maintain <strong>amortization schedules</strong> and ensure proper accounting for prepaids and accruals.</li><li>Conduct detailed <strong>flux/variance analysis</strong> to explain financial trends and anomalies.</li><li>Support <strong>month-end close</strong>, including journal entries, audit prep, and tax documentation.</li><li>Partner with cross-functional teams to <strong>optimize accounting processes</strong> and uphold compliance.</li></ul><p><br></p>
  • 2025-09-08T21:24:12Z
Assistant Controller- Early Stage VC Firm
  • Palo Alto, CA
  • remote
  • Permanent
  • 150000.00 - 200000.00 USD / Yearly
  • <p><strong>Assistant Controller – Venture Capital</strong></p><p><strong>Location:</strong> Palo Alto, CA | Hybrid / Remote Option</p><p><strong>Compensation:</strong> $150,000 – $200,000 base + bonus</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with an established and growing venture capital firm in Palo Alto to identify an <strong>Assistant Controller</strong>. The firm has a strong track record of success and is scaling its finance function as it prepares for its next phase of growth.</p><p> </p><p><strong>About the Role</strong></p><p>This is an excellent opportunity for a finance professional who thrives in a lean, entrepreneurial environment and is eager to grow with the firm. The Assistant Controller will refine systems, strengthen internal infrastructure, and play an integral role in supporting future fundraising cycles.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee fund and management company accounting.</li><li>Coordinate audits and tax filings with external providers.</li><li>Maintain LP reporting, including capital calls and distributions.</li><li>Monitor cash flow and support capital planning across entities.</li><li>Contribute to the development of internal financial controls and processes.</li><li>Prepare internal financial reports and LP-facing dashboards.</li><li>Assist with fund modeling, valuations, and fundraising preparation.</li><li>Partner closely with the Founder and leadership team on strategic initiatives.</li></ul><p> </p><p><strong>Ideal Candidate</strong></p><ul><li>5–10+ years of accounting or finance experience, with direct exposure to venture capital or private equity.</li><li>Strong knowledge of fund accounting, GAAP, and partnership structures.</li><li>Experience managing relationships with fund administrators, auditors, and tax professionals.</li><li>Highly organized, detail-oriented, and comfortable working in a fast-paced, founder-led environment.</li><li>CPA preferred; venture capital or fund operations experience required.</li><li>Demonstrated interest in long-term career growth within a fund finance function.</li></ul><p> </p>
  • 2025-08-22T23:39:07Z
Staff Accountant
  • Walnut Creek, CA
  • onsite
  • Temporary
  • 30.00 - 42.00 USD / Hourly
  • <p><strong>Staff Accountant</strong></p><p><strong>Employment Type:</strong> Contract </p><p><strong>Compensation:</strong> $30 - $42 hourly </p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is seeking a skilled and detail-oriented <strong>Staff Accountant</strong> to join a dynamic and growing team. This is an excellent opportunity to work with a leading organization that values innovation, teamwork, and career development. In this role, you will play a key part in supporting financial operations and contributing to the success of our client’s business.</p><p><strong>Responsibilities</strong></p><p> </p><p><strong>As a Staff Accountant, you will:</strong></p><ul><li>Prepare monthly financial statements, reconciliations, and journal entries.</li><li>Process accounts payable and receivable transactions accurately and in a timely manner.</li><li>Maintain the general ledger, analyzing and resolving discrepancies to ensure accuracy.</li><li>Assist with month-end and year-end closing procedures.</li><li>Support budgeting, forecasting, and audit processes when needed.</li><li>Collaborate with other departments to resolve financial and accounting inquiries.</li><li>Ensure compliance with company policies, applicable laws, and best practices.</li></ul><p><br></p>
  • 2025-08-26T23:14:22Z
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