125 results for Tax Advisor in San Jose, CA

Tax Accountant

Belmont, CA
onsite
Permanent
140000 - 160000 USD / Yearly
We are seeking an experienced Tax Accountant. This role involves a variety of tax responsibilities, including preparation and review of tax filings, ensuring compliance with state and local regulations, and contributing to the organization through special projects. The ideal candidate will bring strong expertise in tax accounting and demonstrate a commitment to accuracy and collaboration. Key Responsibilities:<ul><li>Prepare and review federal and state income tax returns for partnerships, LLCs, S corporations, and individual taxpayers.</li><li>Maintain organized and detailed tax workpapers and digital tax return files.</li><li>Reconcile partner capital accounts and oversee preferred return schedules.</li><li>Perform complex account reconciliations and process journal entries for tax-related functions.</li><li>Analyze partnership and operating agreements to ensure correct application of relevant tax provisions.</li><li>Research and resolve tax issues, implementing practical solutions as needed.</li><li>Monitor compliance with sales and use tax regulations, Form 1099 reporting, and other business tax filings.</li><li>Liaise with external service providers to address tax-related matters.</li><li>Respond to federal and state tax notices through correspondence with tax authorities.</li><li>Collaborate with accounting and property management teams on special projects.</li></ul>
2026-03-23T00:00:00Z

tax manager

Menlo Park, CA
onsite
Permanent
120000 - 165000 USD / Yearly
Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!Responsibilities:-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues Requirements:-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred -Experience with high net worth individual tax, partnership, trust, estate tax-Strong supervisor experience (will manage 3 staff)-Excellent communication and client relationship skills
2026-03-11T00:00:00Z

Property Accountant

San Francisco, CA
onsite
Permanent
90000 - 97000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS STAFF ACCOUNTANT/PROPERTY ACCOUNTANT We are looking for an experienced Property Accountant to join a large well established real estate investment company in downtown San Francisco. In this role, you will manage financial operations for multiple properties, ensuring accuracy, compliance, and efficiency across various accounting processes. This position offers an opportunity to work collaboratively with property managers and other stakeholders while contributing to the organization's financial success. Responsibilities:• Prepare and analyze financial statements and accounting reports, ensuring data accuracy and completeness.• Record journal entries in the general ledger, verifying calculations and reconciling discrepancies.• Conduct bank reconciliations, process wire transfers, and monitor mortgage payments and distributions.• Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control.• Evaluate financial trends and recommend budget adjustments to optimize resource allocation.• Support property transactions, including acquisitions and dispositions, by assessing financial resources and aligning them with organizational goals.• Collaborate with auditors, providing documentation and explanations to facilitate internal and external audits.• Ensure compliance with regulatory standards, internal policies, and industry best practices.• Partner with property managers to assist with financial close activities and address inquiries.• Identify and implement process improvements to enhance efficiency and accuracy in accounting operations.
2026-03-23T00:00:00Z

Property Accountant

Foster City, CA
onsite
Permanent
85000 - 90000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION ACCOUNTANT - PROPERTY ACCOUNTANT Well established full service real estate company is seeking a strong Accountant to join their property accounting department. This company offers stability, growth and great company culture.Responsibilities:-General ledger, month-end close of multiple entities/portfolios-Prepare and review complex account reconciliation and journal entries-Perform analytical review in support of the monthly close process.-Prepare monthly analysis of account variances -Prepare annual audit schedules
2026-03-16T00:00:00Z

Property Accountant

San Francisco, CA
onsite
Permanent
76000 - 83000 USD / Yearly
We are looking for a skilled Property Accountant to join our team in San Francisco, California. In this role, you will oversee financial operations for property management, ensuring accuracy and compliance with accounting standards. This position offers an opportunity to work in a dynamic environment where your expertise in property accounting will contribute to the company's success. Responsibilities:• Review and code commercial property invoices and make sure payments are processed correctly.• Apply late fees, interest, billing changes, and other charges as requested by Asset Management.• Record property-related costs accurately through journal entries.• Bill tenants for utilities, services, and other shared expenses.• Process monthly rent invoices, receipts, and track collections.• Monitor tenant accounts for late or missing payments and flag issues.• Track property budgets, lead monthly budget reviews, and address cost concerns.• Ensure expenses are recorded correctly and on time.• Prepare year-end reports, reconciliations, and close-outs for properties, including bank accounts.• Maintain accurate lease data in NetSuite and prepare CAM reconciliations.• Support grant accounting by preparing backups, entering expense data, requesting funds, and distributing payments.• Work closely with finance, accounting, asset management, property management, and tenants.• Assist with process improvements, reporting, and special projects as needed.
2026-03-25T00:00:00Z

Tax Manager - Public

San Rafael, CA
onsite
Permanent
150000 - 190000 USD / Yearly
We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being. Responsibilities:• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.• Develop and implement tax strategies that align with the company's business goals.• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.• Maintain and update the company's tax database regularly.• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.• Consult with executives regarding the tax implications of various corporate strategies.• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.• Perform audits and negotiate tax resolutions with taxing authorities.• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.
2026-03-20T00:00:00Z

Tax Manager - Public

San Francisco, CA
onsite
Permanent
120000 - 200000 USD / Yearly
Natalie Lue at Robert Half is partnering with a fast‑growing tech startup is looking for a Tax Manager to be the in‑house expert on complex individual taxation and help drive product development—especially around CCH Axcess. Base + equity, unlimited PTO and more! What You’ll Do:• Prepare/review complex 1040s• Manage HNW, multi‑state, and foreign reporting (FBAR, FATCA, etc.)• Serve as the internal CCH Axcess expert• Work cross‑functionally with product + engineering• Improve processes and maintain technical excellence What We’re Looking For:• Heavy 1040 + HNW experience• Deep, hands‑on CCH Axcess expertise (non‑negotiable)• Multi‑state + foreign reporting• Comfortable operating independently• Willing to work onsite in San Francisco
2026-03-11T00:00:00Z

Financial Associate - Tax

San Francisco, CA
onsite
Permanent
120000 - 140000 USD / Yearly
*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info. Ren Friedman is recruiting for a Financial Associate at a venture capital firm in San Francisco. This is a full-time, permanent role with a hybrid schedule (1-2 days in the office). 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. Responsibilities<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>*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info.
2026-03-13T00:00:00Z

Accountant

Santa Cruz, CA
onsite
Temporary
36.1 - 41.8 USD / Hourly
Our client is looking for a dedicated Accountant to join their team in Santa Cruz, California. In this long-term contract position, you will play a crucial role in managing municipal financial operations while ensuring compliance with regulatory standards. This opportunity is ideal for professionals who thrive in a structured environment and are passionate about delivering accurate and reliable financial services.Prior experience working with government municipalities is required, with demonstrated expertise in accounting for fixed assets and managing municipal debts.Responsibilities:<ul><li>Prepare and analyze financial reports, statements, and records to ensure accuracy and compliance.</li><li>Maintain and reconcile general ledger accounts with subsidiary accounts for seamless accounting operations.</li><li>Assist in conducting annual audits and collaborate with external auditors to address inquiries.</li><li>Process transactions related to accounts payable and receivable, ensuring timely and accurate entries.</li><li>Monitor and enforce compliance with local, state, and federal financial regulations.</li><li>Create journal entries and adjusting entries to maintain accurate financial records.</li><li>Support budget preparation by analyzing expenditures and identifying variances.</li><li>Review and process payroll transactions as needed, ensuring alignment with policies.</li><li>Oversee accounting of fixed assets and manage debt schedules, ensuring accurate tracking, reporting, and compliance.</li><li>Provide data and insights for internal and external reporting requirements.</li><li>Research and resolve discrepancies in accounting records to maintain accurate financial data.</li></ul>Qualifications:<ul><li>Proven experience working in a government municipality setting.</li><li>Hands-on experience with fixed asset accounting and debt management for public entities.</li><li>Strong attention to detail, analytical skills, and thorough understanding of regulatory compliance standards.</li></ul>
2026-03-30T00:00:00Z

Accountant

Redwood City, CA
onsite
Temporary
42 - 45 USD / Hourly
Job Posting: Contract Accountant (6 Months) — Education Sector Are you interested in working on contract or contract to hire opportunities in accounting? We have multiple clients seeking support on the Peninsula! Join our contract finance & accounting team and be considered for an immediate opportunity! Here is an available role we are sourcing for: Duration: 6 months (Contract) Key Responsibilities:<ul><li>Prepare, investigate, and resolve highly detailed, manual bank reconciliations across multiple accounts (6-7 accounts at one bank; additional county/cash reconciliation accounts for AP and ACH payments).</li><li>Record banking activities, journal entries, and wire transfers in accordance with accounting standards and procedures.</li><li>Use system to extract data and Excel for manual reconciliation—advanced Excel skills required.</li><li>Communicate with various departments throughout the month and during close to ensure transactions are properly recorded and reconciling items are resolved proactively.</li><li>Analyze and investigate reconciling items, including data interfacing from credit card and departmental transactions.</li><li>Support cash management and assist with general ledger entries as needed.</li><li>Collaborate with other accounting staff and departments to resolve discrepancies.</li></ul>
2026-03-20T00:00:00Z

Accountant

Oakland, CA
onsite
Contract / Temporary to Hire
32 - 35 USD / Hourly
We are looking for an experienced Accountant to join a non-profit organization in Oakland, California. This Contract to permanent position is ideal for someone who is detail oriented, excels in managing financial operations, and ensures compliance with accounting standards. The role offers the opportunity to work in a dynamic environment while contributing to meaningful initiatives. Responsibilities: • Oversee accounts payable (AP) processes, ensuring accurate and timely payments. • Manage accounts receivable (AR) functions, including invoicing and collections. • Prepare journal entries and maintain the general ledger with precision. • Conduct bank and credit card reconciliations to ensure financial accuracy. • Monitor and manage government grants, adhering to compliance requirements. • Process employee timesheets and ensure payroll-related entries are accurate. • Analyze financial data to support organizational decision-making. • Assist in preparing financial reports and statements for internal and external stakeholders. • Collaborate with other departments to ensure seamless financial operations. • Identify and implement process improvements to enhance efficiency.
2026-03-24T00:00:00Z

Accountant

Castroville, CA
onsite
Temporary
28.5 - 33 USD / Hourly
We are looking for an experienced Accountant to join our team on a contract basis in Castroville, California. This role is essential to maintaining accurate financial records, ensuring compliance with relevant regulations, and supporting the efficient financial operations of the organization. The ideal candidate will bring strong analytical skills and a commitment to excellence in public sector accounting. Responsibilities: • Prepare and manage general ledger entries, account reconciliations, and financial statements to ensure accuracy in financial reporting. • Monitor budgets, forecast expenditures, and generate detailed reports for leadership review. • Oversee accounts payable and receivable processes, including vendor payments and relationship management. • Assist with grant and fund accounting, ensuring compliance with applicable state and federal guidelines. • Coordinate documentation and support for internal and external audits. • Process payroll-related accounting tasks and reconcile benefit accounts to maintain accurate records. • Contribute to the development of annual budgets and prepare financial analyses for presentations to stakeholders. • Maintain fixed asset records and oversee inventory controls to ensure proper tracking. • Address inquiries from staff regarding fiscal procedures and account details. • Stay informed on current accounting standards and regulations impacting public education entities.
2026-03-11T00:00:00Z

Accountant

Newark, CA
onsite
Temporary
65 - 75 USD / Hourly
We are looking for an entry-level Accountant to join our team on a long-term contract basis in Newark, California. In this role, you will be responsible for performing essential accounting tasks, including managing general ledger activities, preparing financial reports, and ensuring compliance with regulatory standards. This position offers an excellent opportunity to gain experience in a dynamic environment while contributing to the accurate and efficient handling of financial operations. Responsibilities: • Assist in the monthly, quarterly, and annual financial close processes, ensuring accuracy and timeliness. • Maintain and reconcile assigned general ledger accounts to support financial integrity. • Prepare and review various reconciliations, cost reports, billings, and bank reconciliations. • Compile federal, state, and regulatory reports, adhering to established guidelines and compliance requirements. • Create and post journal entries, ensuring proper documentation and approval processes. • Update and manage various ledgers, journals, registers, and financial records. • Analyze financial data and provide recommendations for improving processes and accuracy. • Collaborate with other departments to ensure consistency in financial reporting and data sharing. • Support ad hoc financial tasks and reporting as required. • Ensure compliance with GAAP and other applicable accounting standards.
2026-03-25T00:00:00Z

Contract Attorney

San Jose, CA
onsite
Temporary
70 - 100 USD / Hourly
Distinguished litigation defense law firm in San Jose is seeking a motivated and talented Contract Attorney to join a growing practice. The firm is known for its collaborative team environment, exceptional client service, and commitment to professional development. In this dynamic role as an Contract Attorney, you will play a critical part in the defense of complex insurance matters, working with a diverse portfolio of clients ranging from national insurers to regional businesses. As a valued member of the litigation team, you will be entrusted with conducting thorough case analysis, formulating litigation strategies, managing discovery, drafting legal documents, and representing clients in court proceedings. This is an outstanding opportunity for an attorney who is passionate about litigation, values flexibility, and is eager to take ownership of challenging cases from inception through resolution. Key Responsibilities:<ul><li>Manage all phases of insurance defense litigation, including case evaluation, research, discovery, motion practice, negotiations, and trial preparation.</li><li>Represent clients in mediations, arbitrations, depositions, and court hearings.</li><li>Draft and review legal documents such as pleadings, motions, and discovery requests/responses.</li><li>Collaborate closely with clients, expert witnesses, and firm partners to develop strategies and deliver optimal outcomes.</li><li>Maintain regular communication with clients, providing timely updates and legal counsel throughout each stage of the case.</li></ul>
2026-03-27T00:00:00Z

Attorney

San Jose, CA
onsite
Temporary
55 - 75 USD / Hourly
We are hiring a critical team member to join the Legal team as a Corporate Counsel who will play a vital role in our company's growth. The ideal candidate will possess strong in-house experience in corporate matters, legal department processes, invoicing management, document organization, and building scalable processes. You will execute and support a variety of corporate matters. The successful candidate will be ready to navigate a growth-oriented, rapidly changing, and sometimes ambiguous environment. This person will be comfortable juggling multiple tasks under tight deadlines and must be a strong writer and communicator at senior levels of the organization. A passion for personal accountability and setting high standards is essential for success. What You Will Do<ul><li>Provide strategic legal support to various departments, including sales, finance, people team, operations, engineering and other internal groups across the company</li><li>Collaborate and advise internal clients on commercial transactions, including corporate investment, joint development projects, licensing deals and associated agreements</li><li>Engage in contract drafting, review, and negotiations with vendors and critical suppliers, partners, and customers, including supporting international sales and territory-specific versions of sales and support contracts</li><li>Use excellent business judgment to assess legal risk while also thinking strategically and providing practical, business-oriented advice</li></ul> Preferred Skills<ul><li>In-house experience working for technology organizations</li><li>Complex commercial transaction structure and drafting experience, developing and customizing novel agreements without use of templates</li><li>Experience in corporate governance, compliance and associated filings and reporting</li></ul>
2026-03-18T00:00:00Z

Attorney

Walnut Creek, CA
onsite
Permanent
150000 - 200000 USD / Yearly
A growing national firm is seeking an Associate to join their team in the Bay Area. This position will involve managing a litigation caseload and preparing for trial. You will be working in a dynamic environment where you will be expected to independently manage tasks and contribute to the team. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits. Responsibilities:• Independently manage a litigation caseload, from case inception to trial• Conduct depositions and prepare witnesses for deposition and trial• Review and analyze discovery requests and respond accordingly• Prepare and respond to discovery responses and pleadings• Prepare court filings and ensure service to counsel; experience with e-filing is a plus• Assist in trial preparation and provide support during trials• Maintain accurate time records relating to case management• Use skills such as defending depositions, trial preparation, drafting motions, and arguing motions to effectively handle cases• Utilize civil litigation experience to navigate complex legal matters.
2026-03-05T00:00:00Z

Attorney

Emeryville, CA
onsite
Permanent
120000 - 160000 USD / Yearly
Insurance Coverage Attorney Esteemed boutique law firm known for their cooperative and cordial work environment is seeking an Insurance Coverage Attorney. They offer work-life balance with a low billable requirement and hybrid remote work options along with an attractive bonus program. About the Role:The successful candidate will provide expert legal advice on insurance coverage matters and represent clients in these specialized disputes. This role offers an excellent opportunity for those eager to make significant contributions to our firm's success while maintaining a healthy work-life balance. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits. Key Responsibilities:<ul><li>Analyzing insurance policies and providing legal advice on coverage issues.</li><li>Drafting legal documents such as pleadings, legal responses, affidavits, etc.</li><li>Representing clients in court and negotiation meetings.</li><li>Performing legal research and preparing case strategies.</li></ul>
2026-03-05T00:00:00Z

Employment Attorney

Berkeley, CA
remote
Permanent
150000 - 250000 USD / Yearly
We are looking for an experienced Employment Attorney to join a congenial boutique law firm. This role offers an excellent opportunity for a candidate with expertise in California employment law, particularly in Private Attorneys General Act (PAGA) litigation. If you value work-life balance, enjoy working in a collaborative team environment, and seek flexible work arrangements, this position may be an ideal fit. This role can be fully remote, hybrid remote, or fully onsite and offers a comprehensive benefits package including health insurance, paid time off, and retirement savings plans. Responsibilities:• Manage all aspects of PAGA litigation, including case evaluation, discovery processes, drafting legal documents, and representing clients in court.• Provide legal counsel to clients regarding California labor and employment laws.• Collaborate effectively with partners and associates to achieve favorable outcomes for clients.• Conduct thorough legal research and prepare well-structured motions and briefs.• Oversee case management tasks to ensure timely and efficient handling of litigation.• Develop strategies for class action and employment-related litigation cases.• Participate in settlement negotiations and mediation efforts.• Maintain compliance with legal standards and regulations while representing clients' interests.
2026-03-23T00:00:00Z

Employment Attorney

Walnut Creek, CA
onsite
Permanent
150000 - 225000 USD / Yearly
Boutique law firm is seeking a skilled Attorney to join their collegial team in Walnut Creek, California. This role involves providing expert advice and counsel on employment law matters, including wage and hour issues, litigation, and compliance. The ideal candidate will bring a strong background in employment law and a commitment to delivering exceptional legal guidance to clients. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. Responsibilities:• Advise clients on employment law matters, including compliance with state and federal regulations.• Handle employment litigation cases, including preparation and representation during depositions.• Provide counsel on wage and hour issues and ensure adherence to legal standards.• Draft and review legal documents related to employment law, such as contracts and policies.• Represent clients in hearings, trials, and other legal proceedings as needed.• Conduct in-depth legal research to support case strategies and client advisement.• Collaborate with clients to develop effective solutions to complex employment-related challenges.• Stay updated on changes in employment law and provide proactive guidance to clients.• Work closely with other attorneys and legal staff to ensure seamless case management.• Maintain accurate and organized case files and documentation.
2026-03-25T00:00:00Z

Employment Attorney

San Jose, CA
onsite
Permanent
165000 - 185000 USD / Yearly
We are offering an engaging opportunity in San Jose, California. We are seeking an Employment Attorney to join our team. In this role, you will be handling various aspects of labor law and employment litigation, managing cases independently, and providing counsel on wage and hour laws among other responsibilities. Responsibilities:• Manage cases from inception to conclusion with minimal supervision• Lead counsel on employment litigation cases• Conduct depositions and handle hearings effectively• Provide counsel to clients on various aspects of wage and hour laws• Litigate wage and hour cases, class action cases, as well as employment discrimination and wrongful termination matters in California state and federal courts• Respond to administrative charges effectively• Familiarize with wage laws, leave, and compliance matters (FMLA, CFRA, ADA, FLSA and Ca Labor Codes)• Develop policies and conduct compliance training• Manage pre-litigation disputes efficiently• Draft motions and other legal documents as required.
2026-03-06T00:00:00Z

Employment Attorney

San Francisco, CA
onsite
Permanent
180000 - 220000 USD / Yearly
We are looking for a skilled Employment Attorney to join our team in San Francisco, California. This role requires a dedicated and detail-oriented individual with substantial experience in employment law, particularly in providing advice, counseling, and litigation support. The position offers the opportunity to work closely with the Labor and Employment Law Group while also collaborating with other practice areas as needed. Responsibilities: • Provide comprehensive legal advice and counseling on employment law matters, including terminations, leaves of absence, investigations, and wage practices. • Represent clients in employment-related litigation, including defense-side cases and wage and hour disputes. • Draft, review, and update employment policies to ensure compliance with applicable laws. • Conduct legal research and prepare motions, briefs, and other legal documents with precision and clarity. • Manage multiple legal projects in a fast-paced environment, prioritizing deadlines effectively. • Collaborate with clients to develop strategic solutions to complex employment law issues. • Participate in depositions, hearings, and other court proceedings as required. • Support pro-bono initiatives and diversity, equity, and inclusion efforts within the firm's guidelines. • Work closely with other practice groups to address cross-disciplinary legal matters. • Maintain a minimum of 1800 billable hours annually, with eligible pro-bono and DEI work counting toward this target.
2026-04-03T00:00:00Z

Trust & Estates Attorney

Walnut Creek, CA
onsite
Permanent
125000 - 150000 USD / Yearly
We are looking for an experienced Trust & Estates Attorney to join our team in Walnut Creek, California. The ideal candidate will have a strong background in estate planning, trust administration, probate, and taxation, with a proven ability to deliver exceptional legal services to a diverse clientele. This role offers the opportunity to provide tailored solutions and expert representation in complex legal matters. Responsibilities: • Provide expert legal counsel in estate planning, trust administration, and probate matters. • Represent clients in trust, estate, and conservatorship litigation. • Handle elder law cases with sensitivity and professionalism. • Advise clients on taxation matters, including estate and fiduciary tax strategies. • Manage real estate litigation cases effectively. • Draft and review legal documents such as wills, trusts, and probate filings. • Ensure compliance with legal standards and regulations in all areas of practice. • Advocate for clients in civil litigation cases, delivering strong courtroom representation. • Collaborate with clients to develop customized legal strategies that meet their unique needs. • Stay current on legal developments and changes in estate and tax law.
2026-03-25T00:00:00Z

Accountant (Investment)

Burlingame, CA
onsite
Temporary
48 - 55 USD / Hourly
Contract Investment Accountant (Yardi Required) Location: Onsite – Burlingame Project Duration: contract/Contract Job Description: Our team is seeking an experienced Investment Accountant for a contract project based onsite in Burlingame. The ideal candidate will have strong hands-on experience with Yardi investment accounting software and a proven track record in investment/fund accounting within real estate or asset management environments. This is a great opportunity to make an immediate impact on a high-visibility project while leveraging your specialized skills. This project is slated to launch in May 2026. Key Responsibilities: Manage and record investment transactions, valuations, capital calls, distributions, and related activities in Yardi. Perform daily and monthly reconciliations for investment portfolios. Generate investor reports and maintain accurate investment schedules and financial statements. Support audit requests and ensure compliance with internal controls and external requirements. Collaborate with asset managers, finance leadership, and external partners to ensure investment records are accurate and up to date. Troubleshoot and resolve accounting discrepancies within Yardi.
2026-03-31T00:00:00Z

Financial Advisor - CFP

San Carlos, CA
onsite
Permanent
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients </li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies </li><li>Advise on retirement, investments, insurance, and major financial decisions </li><li>Strengthen and expand client relationships through proactive planning </li><li>Partner with senior advisors on complex cases </li><li>Support onboarding and development of new client relationships </li><li>Maintain accurate planning and CRM documentation </li><li>Stay current on markets and evolving planning strategies </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-27T00:00:00Z

Senior Director of Tax

Oakland, CA
onsite
Permanent
250000 - 285000 USD / Yearly
We are looking for an experienced Senior Director of Tax to oversee and manage all aspects of corporate tax compliance and planning for our retail organization. This role requires a strategic leader who can ensure adherence to tax regulations while optimizing processes to meet organizational goals. Based in Oakland, California, you will play a key role in shaping the company's tax strategies and ensuring timely and accurate compliance. Responsibilities:• Lead federal, state, income, and sales tax compliance, including estimates, filings, K-1/K-3s, sales tax returns, audits, and payments. • Model waterfall distributions and calculate owner tax distributions. • Oversee gross receipts and unclaimed property filings. • Serve as primary tax advisor for operational initiatives and bank audits. • Manage tax department budget, costs, vendors, and external advisors. • Establish compliant, well-documented tax processes and audit readiness. • Mentor tax managers and support team development. • Partner with accounting, finance/treasury, and legal teams on tax reporting, cash forecasting, and documentation.
2026-03-13T00:00:00Z