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81 results for Tax Services Associate in San Jose, CA

Tax Accountant
  • Belmont, California
  • onsite
  • Permanent / Full Time
  • 140000 - 160000 USD / Yearly
  • <p>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.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><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><p><br></p>
  • 2026-09-16T00:00:00Z
Office Services Associate
  • San Francisco, California
  • onsite
  • Temporary / Contract
  • 21 - 22 USD / Hourly
  • We are looking for a dependable Office Services Associate to support daily workplace operations. This is a Contract position suited for someone who enjoys creating a welcoming office experience, assisting with meeting support, and handling administrative service tasks with care. The ideal candidate brings strong customer service instincts and confidence working with confidential materials in a busy corporate setting.<br><br>Responsibilities:<br>• Oversee the appearance and readiness of shared office areas, including conference rooms, offices, and common spaces throughout the day.<br>• Monitor inventory levels and restock workplace supplies to help teams and visitors have what they need.<br>• Prepare meeting spaces in advance, provide hospitality-related support during events when needed, and restore rooms afterward.<br>• Assist with mailroom and service center duties during slower periods, including document handling and related operational tasks.<br>• Manage sensitive documents and information with a high level of discretion and attention to security.<br>• Coordinate with onsite leadership and client contacts to communicate updates, priorities, and any timing concerns related to assigned work.<br>• Support front-office and administrative service needs as requested, contributing to a smooth and efficient workplace environment.<br>• Take on additional office services assignments as business needs change.<br>• Perform document scanning and other clerical support activities accurately and efficiently.<br>• Provide courteous day-to-day assistance to employees and guests, ensuring a strong customer service experience.
  • 2026-09-02T00:00:00Z
Tax Manager
  • Walnut Creek, California
  • onsite
  • Permanent / Full Time
  • 150000 - 210000 USD / Yearly
  • <p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax &amp; Estate Planning team to deliver a fully integrated wealth management experience.</p><p> This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with Wealth Advisors to integrate tax strategies into clients&#39; overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p>
  • 2026-09-11T00:00:00Z
Tax Preparer
  • San Mateo, California
  • onsite
  • Permanent / Full Time
  • 85000 - 110000 USD / Yearly
  • We are looking for an experienced Tax Preparer to support individuals and closely held businesses with accurate, timely tax filing services in San Mateo, California. This position focuses on preparing returns, guiding clients through documentation needs, and explaining filing outcomes in a clear and thorough manner. The role also offers the chance to contribute to broader tax planning and compliance efforts while working closely with colleagues to maintain high technical standards.<br><br>Responsibilities:<br>• Prepare federal and state income tax returns for individual clients, LLCs, and S corporations with a strong focus on accuracy and completeness.<br>• Examine prior-year tax filings to identify inconsistencies, carryforward items, and opportunities to improve current-year reporting.<br>• Communicate directly with clients to request records, clarify financial details, and gather supporting tax documentation.<br>• Conduct client meetings to review income sources, deductible expenses, credits, and other tax-related factors needed for return preparation.<br>• Present completed tax results to clients and explain filing steps, expected obligations, and applicable deadlines.<br>• Provide guidance across core tax matters such as compliance, planning considerations, and tax research needs.<br>• Submit federal, state, and local tax filings, including extensions and estimated quarterly payments, using tax preparation software.<br>• Partner with fellow colleagues to confirm correct application of tax rules, forms, and preparation methods before returns are finalized.<br>• Support the firm&#39;s long-term client service goals and contribute to a practice environment with potential for future leadership growth.
  • 2026-09-21T00:00:00Z
Tax Preparer
  • Redwood City, California
  • onsite
  • Temporary / Contract
  • 35 - 50 USD / Hourly
  • <p>We are seeking an experienced <strong>Tax Preparer</strong> to support a busy accounting team during tax season. This position will be responsible for preparing accurate federal and state tax returns while managing multiple client files and deadlines.</p><p><strong>Responsibilities:</strong></p><ul><li>Prepare federal and state individual and business tax returns</li><li>Review financial statements, prior-year returns, and supporting tax documentation</li><li>Enter and maintain tax information using <strong>CCH tax software</strong></li><li>Prepare individual, partnership, S corporation, and corporate returns as applicable</li><li>Identify missing information and follow up on documentation needed to complete returns</li><li>Assist with tax research and resolve discrepancies</li><li>Maintain organized and accurate client files</li><li>Work closely with CPAs, tax managers, and accounting professionals</li><li>Complete assigned returns accurately and within established deadlines</li></ul><p><br></p>
  • 2026-09-18T00:00:00Z
Tax Advisor
  • San Francisco, California
  • onsite
  • Permanent / Full Time
  • 130000 - 180000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax Manager/Advisor | Wealth Management Firm| Bay Area | Competitive Comp + Strong perks!</strong></p><p> </p><p>Join a <strong>boutique wealth management and tax advisory firm</strong> that partners with <strong>high-net-worth individuals, families, and business owners</strong> on sophisticated tax planning and financial strategies. This is an excellent opportunity to move beyond tax compliance and gain greater exposure to <strong>proactive planning, trust and estate matters, and integrated wealth management</strong>.</p><p> </p><p>The firm offers <strong>remote flexibility</strong>, <strong>excellent work-life balance</strong>, a collaborative team, and the opportunity to help shape a <strong>modern, technology-driven tax practice</strong> that embraces automation, AI, and continuous improvement.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and review <strong>high-net-worth individual</strong> and <strong>trust tax returns </strong></li><li>Handle federal, state, and multi-state tax filings</li><li>Prepare tax projections, quarterly estimates, and year-round tax planning</li><li>Identify proactive tax savings opportunities for clients</li><li>Partner with advisors on integrated tax and financial planning strategies</li><li>Meet directly with clients to discuss tax planning and compliance matters</li><li>Review work prepared by junior staff and provide mentorship</li><li>Support process improvements, technology initiatives, and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-16T00:00:00Z
Tax Preparer & Audit
  • San Mateo, California
  • onsite
  • Permanent / Full Time
  • 120000 - 150000 USD / Yearly
  • <p><br></p><p> <strong><u>Responsibilities</u></strong> </p><p>• Prepare Federal and State Income tax returns for individuals, Limited Liability </p><p>Companies, and S-Corporations </p><p>• Review/analyze prior years’ filings for accuracy </p><p>• Correspond with clients regarding tax information and documentation </p><p>• Meet with clients to obtain additional information on taxable income and deductible expenses and allowances </p><p>• Meet with client&#39;s and discuss their income tax results and procedures for filing </p><p>• Advise clients on the full spectrum of tax services, including but not limited to: </p><p>planning, research, and compliance </p><p>• File federal, state, and local tax documents, extensions and quarterly payments </p><p>through CCH Prosystems Tax software  </p><p>• Collaborate with other Associates to validate tax laws, procedures, forms </p><p>and methodology used in preparation of returns </p><p>• Demonstrate understanding of GAAP and Statutory audit rules by performing compilation, review and audit engagements </p><p>• Opportunity to become a partner of the Firm</p>
  • 2026-09-21T00:00:00Z
Tax Manager - Public
  • San Rafael, California
  • onsite
  • Permanent / Full Time
  • 150000 - 190000 USD / Yearly
  • <p>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&#39;s business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company&#39;s business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company&#39;s tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• 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.</p>
  • 2026-09-11T00:00:00Z
Tax Manager - Public
  • Oakland, California
  • onsite
  • Permanent / Full Time
  • 135000 - 160000 USD / Yearly
  • We are looking for an experienced Tax Manager to join a respected public accounting firm in Oakland, California. This position offers the opportunity to work closely with firm leadership on a diverse portfolio of tax matters, combining technical review responsibilities with strategic client advisory support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities.<br><br>Responsibilities:<br>• Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery.<br>• Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives.<br>• Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders.<br>• Manage examinations and inquiries from taxing authorities, coordinating responses and guiding matters through resolution.<br>• Oversee multiple client assignments at once, balancing deadlines, staffing, and quality expectations in a fast-moving public accounting setting.<br>• Provide leadership to tax team members by reviewing work, offering coaching, and supporting their ongoing technical development.<br>• Partner with firm leadership on client service plans, engagement strategy, and initiatives that strengthen the tax practice.<br>• Maintain strong client relationships through responsive communication, sound judgment, and consistent delivery of high-quality work.
  • 2026-09-21T00:00:00Z
Tax Manager - Public
  • San Francisco, California
  • onsite
  • Permanent / Full Time
  • 150000 - 200000 USD / Yearly
  • <p><strong>Robert Half is partnering with an established CPA firm that values relationships, technical excellence, and future leadership development.</strong></p><p><br></p><p><strong>Senior Tax Manager</strong></p><p>Well-established boutique CPA and advisory firm is seeking a <strong>Senior Tax Manager</strong> to join its growing team. This is an outstanding opportunity for an experienced tax professional who enjoys working directly with high-net-worth individuals and families, values long-term client relationships, and is interested in a potential path to partnership.</p><p>This firm is known for its collaborative culture, exceptionally loyal client base, and leadership team with decades of tenure. They are focused on finding the right long-term fit and offer a stable environment where professionals can build meaningful careers.</p><p>Responsibilities</p><ul><li>Manage complex tax engagements from planning through completion, including extensions</li><li>Serve as a trusted advisor to ultra-high-net-worth individuals, families, and related entities</li><li>Review and oversee preparation of sophisticated individual tax returns</li><li>Build and maintain strong client relationships</li><li>Provide technical guidance and mentorship to staff</li><li>Partner with firm leadership on client service, workflow management, and practice growth initiatives</li></ul><p>What Makes This Opportunity Unique</p><ul><li>Strong succession planning and future advancement potential</li><li>Established, referral-driven client base</li><li>Collaborative, low-ego culture with exceptional employee tenure</li><li>Leadership team committed to mentorship and long-term development</li><li>Competitive compensation package and retirement benefits</li></ul><p>Compensation &amp; Benefits</p><ul><li>$165,000 - $240,000 base salary, depending on experience</li><li>Generous employer retirement contributions</li><li>Medical benefits with employer-funded HSA contribution</li><li>Stable, relationship-driven environment with long-term career growth potential</li></ul><p><strong>Ideal for a seasoned tax professional seeking a long-term home with a respected CPA firm that values relationships, technical excellence, and future leadership development.</strong></p>
  • 2026-08-20T00:00:00Z
Sr. Accountant / Sr. Associate
  • San Jose, California
  • onsite
  • Temporary / Contract
  • 50 - 65 USD / Hourly
  • <p>Our hyper growth client in San Jose, CA needs a senior accountant / senior associate for a 3 month project. This role is onsite 5 days/week and will go through the end of the year. Our client is looking for someone with 3 years of public accounting experience. Proficiency with Oracle Fusion is nice to have but not required. Some in-house accounting experience will be helpful, but if you have 3 years public accounting experience with either Big 4 or a major Silicon Valley regional CPA firm, you will be a compelling candidate.</p><p>Please apply today!</p>
  • 2026-09-22T00:00:00Z
Client Services Associate
  • Alamo, California
  • onsite
  • Permanent / Full Time
  • 75000 - 100000 USD / Yearly
  • <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>
  • 2026-09-04T00:00:00Z
Tax Analyst/Manager/Director
  • San Mateo, California
  • remote
  • Permanent / Full Time
  • 120000 - 150000 USD / Yearly
  • <p><strong>Jeff Abrams with Robert Half</strong> is looking for a detail-oriented tax specialist to lead complex compliance and planning work for high-net-worth individuals, trusts, and closely held entities for his client. This position blends hands-on return preparation with technical review, year-round projections, and strategic guidance for clients with sophisticated financial profiles. The role also partners with internal leadership and advisors to support entity-level tax matters, owner planning, and integrated wealth strategies.</p><p><br></p><p>Responsibilities:</p><p>• Manage the preparation and final review of individual and trust tax filings, with direct involvement in the most complex federal, California, and multi-state returns.</p><p>• Oversee tax compliance for related business entities, including partnership, S corporation, and C corporation filings, while ensuring California-specific elections and required tax payments are completed accurately.</p><p>• Prepare personal income tax returns for firm owners and support their ongoing tax compliance needs throughout the year.</p><p>• Develop tax projections, estimate liabilities, and calculate quarterly payments for clients and principals to improve planning and cash flow management.</p><p>• Partner with the Controller on year-end tax reporting activities, including entity tax calculations, adjusting entries, and book close support for affiliated entities.</p><p>• Deliver planning guidance for clients with equity compensation, including analysis of tax impacts tied to stock-based awards and related transactions.</p><p>• Identify opportunities to reduce tax exposure and improve overall efficiency through proactive planning across individual, trust, and entity structures.</p><p>• Work closely with advisors to align tax recommendations with broader investment and wealth planning objectives.</p><p>• Coordinate with external specialists when estate tax return preparation is outsourced, while contributing to estate-related tax planning as needed.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn </strong></p>
  • 2026-09-21T00:00:00Z
Litigation Associate
  • Walnut Creek, California
  • onsite
  • Permanent / Full Time
  • 150000 - 200000 USD / Yearly
  • <p>Our client is looking for a Litigation Associate to join their growing insurance defense practice in Walnut Creek, California. This role offers the opportunity to work on a varied caseload involving liability-related disputes, including bodily injury, premises, automobile, and construction matters. The attorney in this position will contribute across the life of each case, from initial evaluation through discovery, motion practice, and trial readiness.</p><p><br></p><p>Responsibilities:</p><p>• Manage defense matters involving personal injury, premises liability, auto, and construction-related claims from assignment through resolution.</p><p>• Prepare litigation documents such as pleadings, motions, briefs, affidavits, discovery materials, and settlement communications with accuracy and attention to deadlines.</p><p>• Support case strategy by performing legal research, analyzing facts, and developing arguments for motions, hearings, and other proceedings.</p><p>• Attend court appearances, depositions, mediations, and hearings, and represent clients professionally in each setting.</p><p>• Work closely with clients, expert witnesses, attorneys, and legal support staff to keep matters moving efficiently and strategically.</p><p>• Maintain organized case files and monitor litigation calendars to ensure timely filings, responses, and case preparation.</p><p>• Assist with trial preparation by organizing exhibits, reviewing evidence, coordinating witnesses, and preparing case materials.</p>
  • 2026-09-22T00:00:00Z
Finance Associate
  • San Francisco, California
  • onsite
  • Permanent / Full Time
  • 100000 - 130000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Fund Accountant | Investment Firm | San Francisco; Hybrid | Base + Bonus + Phantom Carry </strong></p><p> </p><p>Join a <strong>highly respected private investment firm</strong> with a diversified alternatives platform and a <strong>lean, close-knit finance team</strong>. This is an excellent opportunity for an early-career accountant to transition into private investments and gain hands-on exposure across the <strong>full fund accounting lifecycle</strong>, with direct access to senior leadership and meaningful ownership from day one.</p><p> </p><p>The firm is known for its <strong>collaborative, low-ego culture</strong> and offers an exceptional benefits package, including <strong>100% covered medical, dental, and vision for employees and families</strong>, bonus potential, retirement contributions, <strong>long-term incentive eligibility</strong>, daily team lunches, team retreats, and a <strong>year-end office closure</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Track and record <strong>capital calls and distributions </strong></li><li>Prepare quarterly closes, <strong>GL reconciliations</strong>, and management fee calculations</li><li>Prepare <strong>LP/GP capital account statements</strong> and investor performance reporting</li><li>Support annual audits and <strong>GAAP financial statement preparation </strong></li><li>Maintain accurate fund accounting records and internal controls</li><li>Help improve and document fund accounting processes</li><li>Partner with the broader finance team on special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-19T00:00:00Z
Tax Manager - Private Equity Firm
  • San Jose, California
  • onsite
  • Permanent / Full Time
  • 150000 - 180000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax Manager | Private Equity | San Jose | Base + Bonus + Profit Sharing!</strong></p><p> </p><p>Join a <strong>premier private equity firm</strong> with a highly sophisticated private markets platform and a strong reputation for excellence. This is a unique opportunity to support a <strong>newly launched, large-scale fund structure</strong> while gaining deep exposure to complex <strong>private equity fund tax, partnership structures, and related accounting matters</strong>.</p><p> </p><p>The role offers significant <strong>ownership and visibility</strong>, with direct exposure to senior stakeholders and external advisors. The firm also provides an exceptional total rewards package, including <strong>strong bonus potential, profit sharing, 100% covered health insurance, long-term incentive participation</strong>, meals, wellness benefits, and excellent long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage tax matters across <strong>multiple funds and entities </strong></li><li>Prepare <strong>tax allocations, schedules, and supporting workpapers </strong></li><li>Coordinate with external advisors on tax returns and <strong>K-1s </strong></li><li>Manage tax deadlines, filings, and ongoing compliance requirements</li><li>Support tax matters for <strong>complex private equity and evergreen fund structures </strong></li><li>Partner with internal teams on fund tax reporting and operational matters</li><li>Gain additional exposure to <strong>fund accounting</strong> based on interest and business needs</li><li>Help build and improve internal tax processes and institutional knowledge</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-19T00:00:00Z
Civil Litigation Associate
  • San Francisco, California
  • onsite
  • Temporary / Contract
  • 60 - 70 USD / Hourly
  • <p>A well-established San Francisco–based personal injury law firm is seeking a Civil Litigation Associate with 1–2+ years of post-bar experience to join its growing practice. This is a contract-to-hire opportunity offering hands-on litigation experience, mentorship, and the potential for long-term placement. The Associate will support all phases of civil litigation on plaintiff-side matters, primarily personal injury cases. While plaintiff-side personal injury experience is preferred, the firm is open to candidates from any civil litigation practice area who are eager to transition into this space.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Draft pleadings, motions, discovery, and other litigation-related documents</li><li>Manage written discovery and assist with depositions</li><li>Conduct legal research and factual investigations</li><li>Assist with case strategy, trial preparation, and settlement negotiations</li><li>Communicate with clients, experts, opposing counsel, and court personnel</li><li>Support senior attorneys throughout the lifecycle of active litigation matters</li></ul>
  • 2026-09-23T00:00:00Z
Tax Manager | Boutique Wealth Management Firm
  • San Francisco, California
  • onsite
  • Permanent / Full Time
  • 125000 - 150000 USD / Yearly
  • <p><strong>Boutique Wealth Management Firm | $1B+ AUM | High-Net-Worth &amp; UHNW Clients</strong></p><p><strong>Compensation: $125,000–$150,000 Base + Bonus | 100% MDV | Hybrid/Remote (MUST reside in California)</strong></p><p> </p><p>Are you a CPA looking for a new chapter where you can have real ownership, meaningful client interaction, and a strong work-life balance?</p><p> </p><p>Robert Half is partnering with a highly respected boutique Wealth Management firm managing approximately $1B in assets for high-net-worth individuals and families. The firm has built a close-knit, collaborative team and is looking for an experienced <strong>Tax Manager</strong> to join the organization and play an important role in both client service and the continued growth of the tax function.</p><p> </p><p><strong>What You&#39;ll Do</strong></p><ul><li>Prepare and review <strong>individual tax returns for HNW and UHNW clients</strong></li><li>Prepare and review <strong>trust tax returns</strong></li><li>Handle a small number of <strong>business entity returns</strong></li><li>Provide <strong>year-round tax planning, projections, and strategic guidance</strong></li><li>Participate directly in <strong>client meetings</strong> and communicate complex tax matters clearly</li><li>Review work prepared by other team members and provide guidance and mentorship</li><li>Oversee aspects of the tax function and help ensure accuracy, efficiency, and timely completion of deliverables</li><li>Support tax-related operations, processes, and workflow improvements</li><li>Collaborate with Wealth Advisors and other professionals to provide a comprehensive client experience</li><li>Work independently and take ownership of client relationships and deliverables</li></ul>
  • 2026-09-15T00:00:00Z
Staff Accountant
  • Hayward, California
  • onsite
  • Permanent / Full Time
  • 34 - 38.5 USD / Hourly
  • <p>Grow your accounting career with Robert Half’s Full-Time Engagement Professionals (FTEP) program as a Staff Accountant. Enjoy the stability of full-time employment while building your skills through diverse, high-impact client assignments across the East Bay.</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>·      Perform month-end closings, reconciliations, and financial reporting.</p><p>·      Support accounts payable, accounts receivable, and general ledger functions.</p><p>·      Ensure compliance with accounting standards and company policies.</p><p>·      Assist with audits and special accounting projects as needed.</p><p>·      Collaborate with teams across various departments to meet deadlines and objectives effectively.</p>
  • 2026-09-16T00:00:00Z
Staff Accountant
  • San Francisco, California
  • onsite
  • Temporary / Contract
  • 40.85 - 47.3 USD / Hourly
  • We are looking for a detail-oriented Staff Accountant to join a Contract assignment based in San Francisco, California. This position will focus on strengthening the accuracy of cash activity and supporting timely month-end accounting through thorough account review and reconciliation work. The ideal candidate brings hands-on experience with bank reconciliations, solid general ledger knowledge, and the ability to manage priorities independently in a fast-moving environment.<br><br>Responsibilities:<br>• Reconcile multiple bank accounts by comparing financial records to bank activity and resolving outstanding differences promptly.<br>• Examine variances and unusual transactions, determine root causes, and document findings clearly for internal accounting records.<br>• Prepare and post journal entries that support accurate cash balances and related general ledger activity.<br>• Perform account analysis to confirm completeness, accuracy, and proper classification of transactions.<br>• Partner with accounting team members to address open items, clear reconciling balances, and maintain organized supporting documentation.<br>• Assist with month-end close activities tied to cash accounts and other assigned balance sheet areas.<br>• Use Excel to organize large data sets, track reconciliation progress, and produce clear supporting schedules.<br>• Help maintain accurate financial reporting by ensuring reconciliations are completed within established timelines.
  • 2026-09-22T00:00:00Z
Staff Accountant
  • San Mateo, California
  • onsite
  • Temporary / Contract
  • 38 - 48 USD / Hourly
  • <p><strong>Staff Accountant –</strong> Full-Time Engagement Professional (FTEP)</p><p><strong>Location:</strong> San Mateo County / Peninsula / Bay Area (Hybrid &amp; On-Site Opportunities)</p><p><strong>Employment Type:</strong> Full-Time Engagement Professional (FTEP)</p><p><strong>Compensation:</strong> Competitive Base Salary + Overtime + Bonus Eligibility + Comprehensive Benefits</p><p><br></p><p><em>About the Role</em></p><p>Robert Half&#39;s Full-Time Engagement Professionals (FTEP) practice is seeking a Staff Accountant with NetSuite or similar ERP experience to join our team. As a Full-Time Engagement Professional, you will be a full-time employee of Robert Half while supporting a variety of client organizations through project-based assignments and interim accounting engagements.</p><p>This role is ideal for accounting professionals who enjoy exposure to different industries, systems, and business challenges while maintaining the stability and benefits of full-time employment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and post journal entries, accruals, reclassifications, and general ledger transactions.</li><li>Perform month-end, quarter-end, and year-end close activities.</li><li>Reconcile bank accounts, balance sheet accounts, and general ledger accounts.</li><li>Analyze financial transactions and investigate variances.</li><li>Assist with financial statement preparation and reporting.</li><li>Maintain fixed asset schedules, prepaid expenses, and depreciation calculations.</li><li>Support Accounts Payable, Accounts Receivable, Payroll, and Cash Management functions as needed.</li><li>Participate in accounting clean-up projects, system implementations, and process improvement initiatives.</li><li>Assist internal and external audit requests.</li><li>Ensure compliance with GAAP, company policies, and internal controls.</li><li>Utilize NetSuite or similar ERP systems to support accurate financial reporting and data integrity.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor&#39;s degree in Accounting, Finance, or related field.</li><li>2+ years of accounting experience.</li><li>Experience with month-end close and account reconciliations.</li><li>Hands-on experience with NetSuite or a comparable ERP system including: Oracle, SAP, Sage Intacct, Microsoft Dynamics, Workday Financials</li><li>Strong understanding of GAAP.</li><li>Advanced Microsoft Excel skills including Pivot Tables, XLOOKUP/VLOOKUP, and data analysis.</li><li>Strong analytical, organizational, and communication skills.</li><li>Ability to quickly adapt to new environments, systems, and teams.</li></ul><p><br></p>
  • 2026-09-18T00:00:00Z
Staff Accountant
  • Concord, California
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Hourly
  • <p>Advance your accounting career with Robert Half’s Full-Time Engagement Professionals (FTEP) program as a Staff Accountant. Enjoy the stability of full-time employment while expanding your experience through diverse, high-impact client assignments across the East Bay, building skills that accelerate your professional growth.</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>·      Perform month-end closings, reconciliations, and financial reporting.</p><p>·      Support accounts payable, accounts receivable, and general ledger functions.</p><p>·      Ensure compliance with accounting standards and company policies.</p><p>·      Assist with audits and special accounting projects as needed.</p><p>·      Collaborate with teams across various departments to meet deadlines and objectives effectively.</p>
  • 2026-09-16T00:00:00Z
Staff Accountant
  • Pleasanton, California
  • onsite
  • Permanent / Full Time
  • 34 - 40.5 USD / Hourly
  • <p>Grow your accounting career with Robert Half’s Full-Time Engagement Professionals (FTEP) program as a Staff Accountant. Enjoy the stability of full-time employment while building your skills through diverse, high-impact client assignments across the East Bay.</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>·      Perform month-end closings, reconciliations, and financial reporting.</p><p>·      Support accounts payable, accounts receivable, and general ledger functions.</p><p>·      Ensure compliance with accounting standards and company policies.</p><p>·      Assist with audits and special accounting projects as needed.</p><p>·      Collaborate with teams across various departments to meet deadlines and objectives effectively.</p>
  • 2026-09-16T00:00:00Z
Staff Accountant
  • San Francisco, California
  • onsite
  • Temporary / Contract
  • 35 - 45 USD / Hourly
  • <p>We are seeking a detail-oriented and motivated, contract <strong>Staff Accountant</strong> to join the accounting team 100% onsite in San Francisco, CA. This is an exciting opportunity for an accounting professional who enjoys working with financial data, solving problems, and contributing to the overall financial success of an organization. </p><p><br></p><p><strong>What You&#39;ll Do</strong></p><p>As a Staff Accountant, you&#39;ll play a key role in maintaining accurate financial records and supporting critical accounting functions. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and maintain journal entries, account reconciliations, and supporting schedules.</li><li>Assist with month-end, quarter-end, and year-end close processes.</li><li>Reconcile bank accounts, balance sheet accounts, and general ledger transactions.</li><li>Analyze financial data and investigate discrepancies to ensure accuracy.</li><li>Support the preparation of financial statements and management reports.</li><li>Maintain the integrity of the general ledger and accounting records.</li><li>Assist with accounts payable, accounts receivable, and fixed asset accounting activities as needed.</li><li>Support internal and external audits by preparing documentation and responding to audit requests.</li><li>Ensure compliance with company policies, accounting standards, and internal controls.</li><li>Partner with Finance and operational teams to support business initiatives and improve processes.</li><li>Assist with special projects and ad hoc financial analyses.</li></ul><p><strong>What Will Make You Successful</strong></p><p>The ideal candidate is someone who:</p><ul><li>Takes pride in producing accurate and high-quality work.</li><li>Has a strong sense of ownership and accountability.</li><li>Enjoys analyzing financial information and solving complex problems.</li><li>Can effectively communicate with both finance and non-finance stakeholders.</li><li>Thrives in a collaborative, team-oriented environment.</li><li>Continuously seeks opportunities to improve processes and increase efficiency.</li></ul><p>** If you&#39;re interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# Staff Accountant**</p>
  • 2026-09-21T00:00:00Z
Staff Accountant
  • Danville, California
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Hourly
  • <p>Advance your accounting career with Robert Half’s Full-Time Engagement Professionals (FTEP) program as a Staff Accountant. Enjoy the stability of full-time employment while expanding your experience through diverse, high-impact client assignments across the East Bay, building skills that accelerate your professional growth.</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><strong>Staff Accountant Key Responsibilities:</strong></p><p>·      Perform month-end closings, reconciliations, and financial reporting.</p><p>·      Support accounts payable, accounts receivable, and general ledger functions.</p><p>·      Ensure compliance with accounting standards and company policies.</p><p>·      Assist with audits and special accounting projects as needed.</p><p>·      Collaborate with teams across various departments to meet deadlines and objectives effectively.</p>
  • 2026-09-16T00:00:00Z
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