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59 results for Tax Director in San Mateo, CA

Tax Accountant

Belmont, CA
onsite
Permanent / Full Time
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>
2026-07-13T00:00:00Z

Tax Manager

San Rafael, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction. Responsibilities: • Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns. • Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients. • Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices. • Maintain and strengthen client relationships through effective communication and exceptional customer service. • Coordinate and manage multiple complex projects while adhering to deadlines and quality standards. • Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies. • Collaborate with partners and team members to develop strategies for client accounts and firm growth. • Promote a culture of teamwork and integrity within the organization. • Identify opportunities for efficiency improvements and implement solutions to enhance operations. • Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
2026-07-06T00:00:00Z

Tax Manager

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 210000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! Robert Half is partnering with an established and rapidly growing Registered Investment Advisory (RIA) firm in the East Bay that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience. This is an exceptional opportunity for a Tax Manager to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients. Key Responsibilities<ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' 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> For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-07-01T00:00:00Z

Tax Director/Manager - Corporate

Palo Alto, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
We are looking for an experienced, detail-oriented tax specialist/or Tax Manager to lead corporate and individual tax work while supporting complex filings for a diverse client base in California. This position is suited for someone who combines strong technical tax knowledge with a careful, analytical approach and confidence working with financial data. The ideal candidate brings broad experience across corporate and individual taxation, stays organized under deadlines, and uses technology effectively to deliver accurate, timely results. Responsibilities:• Oversee the preparation and review of corporate and individual tax filings, including returns for S corporations and C corporations, while maintaining accuracy and regulatory compliance.• Manage annual income tax provision activities and support related reporting requirements for corporate entities.• Prepare and review individual tax returns, including work involving high-net-worth taxpayers and more complex financial situations.• Handle estate and related tax filings with careful attention to documentation, deadlines, and applicable tax rules.• Analyze investment activity, including stock-related transactions, to determine proper tax treatment and reporting.• Use tax and compliance software, including ATX and similar platforms, to organize filings, track deliverables, and improve workflow efficiency.• Collaborate with internal stakeholders and clients to resolve tax issues, clarify financial information, and support planning decisions.• Develop detailed workpapers and spreadsheet models in Excel to support calculations, reconciliations, and return positions.
2026-07-15T00:00:00Z

Tax Analyst/Manager/Director

San Mateo, CA
remote
Permanent / Full Time
120000 - 150000 USD / Yearly
Jeff Abrams with Robert Half 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. Responsibilities:• 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.• 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.• Prepare personal income tax returns for firm owners and support their ongoing tax compliance needs throughout the year.• Develop tax projections, estimate liabilities, and calculate quarterly payments for clients and principals to improve planning and cash flow management.• Partner with the Controller on year-end tax reporting activities, including entity tax calculations, adjusting entries, and book close support for affiliated entities.• Deliver planning guidance for clients with equity compensation, including analysis of tax impacts tied to stock-based awards and related transactions.• Identify opportunities to reduce tax exposure and improve overall efficiency through proactive planning across individual, trust, and entity structures.• Work closely with advisors to align tax recommendations with broader investment and wealth planning objectives.• Coordinate with external specialists when estate tax return preparation is outsourced, while contributing to estate-related tax planning as needed. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-07-14T00:00:00Z

Tax Manager - Public

San Rafael, CA
onsite
Permanent / Full Time
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.
2026-07-06T00:00:00Z

Tax Manager - Public

Oakland, CA
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. Responsibilities: • Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery. • Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives. • Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders. • Manage examinations and inquiries from taxing authorities, coordinating responses and guiding matters through resolution. • Oversee multiple client assignments at once, balancing deadlines, staffing, and quality expectations in a fast-moving public accounting setting. • Provide leadership to tax team members by reviewing work, offering coaching, and supporting their ongoing technical development. • Partner with firm leadership on client service plans, engagement strategy, and initiatives that strengthen the tax practice. • Maintain strong client relationships through responsive communication, sound judgment, and consistent delivery of high-quality work.
2026-07-10T00:00:00Z

Tax Preparer

Saratoga, CA
onsite
Temporary / Contract
36.1 - 41.8 USD / Hourly
We are looking for a Tax Preparer to support individual income tax engagements in California. This Long-term Contract opportunity is ideal for someone who can manage returns accurately, communicate clearly with clients, and maintain high standards of compliance throughout the filing process. The role focuses on preparing personal tax documents, reviewing financial information for completeness, and using tax software to deliver timely, reliable results. Responsibilities: • Prepare individual income tax returns by analyzing client financial records, tax documents, and supporting information for accuracy and completeness. • Review source materials such as wage statements, investment summaries, and deduction documentation to identify filing needs and potential issues. • Enter and validate tax data in Lacerte Tax Software while maintaining organized records and minimizing preparation errors. • Communicate with clients to request missing information, clarify financial details, and explain documentation requirements during the filing process. • Verify completed returns for compliance with applicable tax rules before submission and resolve discrepancies when they arise. • Maintain confidentiality of sensitive financial and personal information in accordance with regulatory and workplace standards. • Track filing deadlines and workload priorities to ensure returns are completed within expected timeframes. • Support follow-up activities related to submitted returns, including responding to questions and updating records as needed.
2026-07-13T00:00:00Z

Director of Revenue

San Francisco, CA
onsite
Permanent / Full Time
255000 - 270000 USD / Yearly
We are looking for an experienced Director of Revenue to lead revenue accounting operations and ensure accurate financial reporting in San Francisco, California. This role will oversee revenue recognition practices, strengthen controls across the revenue cycle, and partner with cross-functional teams to support compliance with ASC 606. The ideal candidate brings deep expertise in healthcare-related revenue processes, accounts receivable, and operational leadership in a complex accounting environment. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Apply ASC 606/310 to all revenue streams (lending + subscriptions)</li><li>Create and maintain revenue recognition policies and processes</li><li>Partner with data engineering to improve revenue data structure and reporting</li><li>Reconcile data across systems; resolve discrepancies</li><li>Manage month-end revenue close (JEs, recs, variance analysis)</li><li>Support audits and ensure compliance with revenue standards</li><li>Maintain SOX controls over revenue to reduce risk</li><li>Align CECL estimates with revenue reporting (ASC 326)</li><li>Guide proper revenue treatment for new products</li><li>Lead and develop a strong technical revenue team</li></ul>
2026-07-06T00:00:00Z

Tax Manager | Wealth Management

Concord, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! Robert Half is partnering with an established and rapidly growing Registered Investment Advisory (RIA) firm in the East Bay that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience. This is an exceptional opportunity for a Tax Manager to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients. Key Responsibilities<ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' 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> For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-07-11T00:00:00Z

Tax & Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 220000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Tax & Fund Accounting | Investment Management | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry!! A rapidly growing investment management firm focused on private markets and alternative investments is expanding its finance team following a period of strong success and continued scale. This is a high-visibility role within a smart, high-performing team where you’ll have real ownership and the opportunity to build, improve, and shape how things are done. The environment is fast-moving, and the team is known for being sharp, collaborative, and execution-focused. You’ll work closely with leadership across complex fund structures, institutional investors, and full-cycle fund operations, gaining exposure well beyond traditional fund accounting. The role offers meaningful responsibility, strong long-term growth, and the chance to step into a platform that is actively expanding. Responsibilities<ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-03T00:00:00Z

Tax & Fund Accounting Manager

Menlo Park, CA
onsite
Permanent / Full Time
160000 - 180000 USD / Yearly
If you are looking for the next step in your Fund Accounting career, send Jennifer Fukumae a message on LinkedIn for immediate consideration. A leading venture and growth investment platform is seeking a Fund Accounting Manager to join its expanding finance team. The firm specializes in acquiring existing ownership stakes in private companies and venture capital funds and recently closed a $2B inaugural fund that exceeded its original fundraising target. This is an opportunity to join a high-performing team within a fast-paced investment environment focused on venture secondaries and growth investing. Responsibilities<ul><li>Manage fund accounting activities across multiple investment vehicles</li><li>Oversee quarterly closes, financial reporting, and investor reporting</li><li>Review capital calls, distributions, carried interest allocations, and management fees</li><li>Coordinate with external fund administrators, auditors, and tax providers</li><li>Manage tax compliance and investor tax reporting processes</li><li>Assist with valuation support and portfolio reporting initiatives</li><li>Improve operational processes, controls, and reporting efficiencies</li><li>Support fundraising activities and strategic finance projects </li></ul>
2026-07-11T00:00:00Z

Tax & Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Tax & Fund Accounting | Investment Management | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry!! A rapidly growing investment management firm focused on private markets and alternative investments is expanding its finance team following a period of strong success and continued scale. This is a high-visibility role within a smart, high-performing team where you’ll have real ownership and the opportunity to build, improve, and shape how things are done. The environment is fast-moving, and the team is known for being sharp, collaborative, and execution-focused. You’ll work closely with leadership across complex fund structures, institutional investors, and full-cycle fund operations, gaining exposure well beyond traditional fund accounting. The role offers meaningful responsibility, strong long-term growth, and the chance to step into a platform that is actively expanding. Responsibilities<ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-10T00:00:00Z

Tax & Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Tax & Fund Accounting | Investment Management | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry!! A rapidly growing investment management firm focused on private markets and alternative investments is expanding its finance team following a period of strong success and continued scale. This is a high-visibility role within a smart, high-performing team where you’ll have real ownership and the opportunity to build, improve, and shape how things are done. The environment is fast-moving, and the team is known for being sharp, collaborative, and execution-focused. You’ll work closely with leadership across complex fund structures, institutional investors, and full-cycle fund operations, gaining exposure well beyond traditional fund accounting. The role offers meaningful responsibility, strong long-term growth, and the chance to step into a platform that is actively expanding. Responsibilities<ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

Tax Manager | East Bay RIA Firm

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! Robert Half is partnering with an established and rapidly growing Registered Investment Advisory (RIA) firm in the East Bay that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience. This is an exceptional opportunity for a Tax Manager to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients. Key Responsibilities<ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' 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> For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-06-30T00:00:00Z

Property Accountant

Petaluma, CA
onsite
Permanent / Full Time
85000 - 90000 USD / Yearly
We are looking for a detail-oriented Property Accountant to support our client in Sonoma County. This role is responsible for maintaining accurate financial records, overseeing property-level accounting activities, and helping ensure compliance with lease terms and regulatory requirements. The ideal candidate brings strong real estate accounting experience, sound judgment, and the ability to manage multiple priorities in a deadline-driven environment. • Oversee property tax activity by monitoring assessed values, recording accruals, and ensuring payments are completed on schedule.• Authorize payment disbursements, including wire activity when needed, while maintaining accuracy across cash tracking records and supporting schedules.• Examine lease agreements to identify relevant billing and accounting terms, then update property records and supporting documentation in Yardi and Excel.• Administer retail and percentage rent calculations and prepare reconciliation packages for assigned properties, including adjustment support and tenant-facing backup.• Process internal management fee transactions and prepare journal entries with complete documentation to support monthly accounting activity.• Complete monthly bank reconciliations and review balance sheet accounts such as receivables, payables, prepaid items, and tenant security deposits.• Assist with budgeting for items such as property taxes, insurance, business licenses, and other entity-related expenses during recurring planning cycles.• Support new property onboarding by helping establish accounting records, compliance requirements, and operational readiness for acquired assets.• Contribute to accounting process improvements by assisting with policy development, internal controls, staff training, and testing of new system capabilities.• Provide cross-functional support for accounts payable and accounts receivable tasks as business needs require.
2026-06-19T00:00:00Z

Property Accountant

Emeryville, CA
onsite
Temporary / Contract
40 - 45 USD / Hourly
Our company is seeking a skilled Property Accountant on a contract basis to support our property management accounting operations. This role is ideal for professionals with experience managing the accounting and financial reporting for commercial or residential real estate portfolios. You will play a key role in ensuring accurate financial records, supporting budgeting processes, and helping to maintain compliance with internal and external requirements.Key Responsibilities:<ul><li>Prepare and maintain general ledger entries related to property operations.</li><li>Perform monthly, quarterly, and annual financial closings for assigned properties.</li><li>Prepare property income statements, balance sheets, and other financial reports.</li><li>Process accounts payable/receivable and review property-level cash flow.</li><li>Assist with budgets, forecasts, and variance analysis for each property.</li><li>Maintain lease administration, including rent schedules, escalations, and reconciliations.</li><li>Coordinate with property managers, asset managers, and external auditors as needed.</li><li>Ensure compliance with company policies and industry regulations.</li><li>Respond to inquiries related to financial information for managed properties.</li></ul>
2026-07-14T00:00:00Z

Property Accountant

Foster City, CA
onsite
Permanent / Full Time
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
2026-07-10T00:00:00Z

Property Accountant

San Francisco, CA
onsite
Permanent / Full Time
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.
2026-07-10T00:00:00Z

Tax Manager - Wealth Management Firm

Alamo, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Tax Manager | Wealth Management Firm | Walnut Creek | 1 Day Onsite Join a growing fee-only wealth management firm expanding its Tax practice. This is a unique opportunity to work closely with high-net-worth clients and financial advisors, helping deliver integrated tax planning strategies while playing a key role in building a growing specialty team. This newly created role offers strong visibility, meaningful client interaction, and the opportunity to help shape a growing tax practice. The firm provides a collaborative, planning-focused environment along with outstanding benefits, including fully paid medical, dental, and vision coverage, generous PTO, and a strong 401(k) match. Responsibilities<ul><li>Prepare and review federal and state tax returns for high-net-worth individuals, trusts, partnerships, and S corporations </li><li>Identify tax planning opportunities and resolve complex tax issues </li><li>Partner with financial advisors to develop integrated tax strategies </li><li>Respond to client and advisor tax questions throughout the year </li><li>Improve tax processes and mentor junior team members </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
100000 - 135000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accountant | Private Equity & Hedge Fund | San Francisco | Hybrid | Strong Comp + Top Perks Join a leading global private investment firm managing Billions across public and private markets, real estate, and direct investments. With a strong international footprint, this is a high-impact role offering broad exposure across strategies and close collaboration with a top-tier team. You’ll step into a fast-paced, collaborative environment that values ownership, continuous improvement, and professional growth. The firm offers excellent benefits, including fully covered healthcare, 401(k) profit sharing, generous PTO, and wellness perks like meals and gym access. Responsibilities<ul><li>Prepare fund and entity financials (audited and unaudited)</li><li>Handle allocations, capital calls, distributions, and performance tracking</li><li>Review portfolio activity, expenses, and reconciliations</li><li>Support investor reporting and work cross-functionally with IR, admins, and auditors</li><li>Assist with valuations alongside investment teams and third parties</li><li>Drive process improvements and system enhancements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

Senior Tax Accountant

San Francisco, CA
onsite
Permanent / Full Time
85000 - 125000 USD / Yearly
Senior Tax Accountant (Onsite) Natalie Lue, Robert Half is recruiting a Senior Tax Accountant to join a boutique public accounting firm. This role offers the opportunity to work on a variety of accounting, financial reporting, tax compliance, and client advisory-related projects while collaborating with internal and external stakeholders. Responsibilities<ul><li>Prepare and review financial and compliance-related documentation.</li><li>Prepare and review a variety of tax returns while ensuring compliance with applicable regulations.</li><li>Assist with tax planning, projections, and other financial analyses.</li><li>Provide accounting and advisory support to a diverse client base.</li><li>Analyze financial information and provide recommendations to support business decisions.</li><li>Assist with planning, forecasting, and reporting activities.</li><li>Research and resolve accounting and regulatory matters.</li><li>Support client and stakeholder communications as needed.</li><li>Participate in financial reporting and related projects.</li><li>Review work prepared by junior team members and provide guidance as appropriate.</li><li>Maintain accurate documentation and ensure adherence to established processes and standards.</li></ul>
2026-07-14T00:00:00Z

Revenue Accountant

Livermore, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for a Revenue Accountant to support accurate financial reporting and the full receivables process in Livermore, California. This position plays an important role in recording revenue properly, coordinating billing activity, and maintaining strong controls across customer transactions. The role works closely with commercial, operational, and finance partners to ensure revenue and receivables data reflect contract terms, shipment activity, and accounting requirements. Responsibilities: • Apply revenue recognition guidance to customer transactions by reviewing contract terms, delivery details, and supporting documentation to determine the appropriate timing and amount of revenue. • Manage invoicing activities to ensure customer billings are issued correctly and on schedule in alignment with shipment records and commercial agreements. • Reconcile revenue and receivable balances, including adjustments for returns, discounts, rebates, allowances, chargebacks, and other variable pricing elements. • Support the monthly close by preparing accruals, performing cut-off reviews, completing account reconciliations, and investigating fluctuations in revenue results. • Monitor outstanding customer balances, assist with collections follow-up, and help address payment disputes to reduce aging and limit credit exposure. • Research billing exceptions involving pricing, quantities, freight, tax treatment, or other transaction details and coordinate resolution with internal stakeholders. • Partner with sales, shipping, logistics, customer service, operations, and finance teams to confirm that order activity, invoicing, and revenue reporting remain aligned. • Prepare reporting on receivables aging, revenue performance, and cash collection trends while providing documentation needed for internal and external audit requests. • Contribute to internal control compliance and support initiatives that improve efficiency through process refinement, automation, and related accounting projects.
2026-07-07T00:00:00Z

Director, Accounting Operations

San Francisco, CA
onsite
Permanent / Full Time
155000 - 164000 USD / Yearly
We are looking for an experienced accounting leader to oversee core financial operations in San Francisco, California as a Director of Accounting Operations. This role will guide the close process, strengthen reporting accuracy, and support a well-controlled accounting environment. The ideal candidate brings strong technical expertise, sound judgment, and the ability to lead teams through complex audit and reporting requirements. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Lead and develop AP/AR teams; drive accountability, service, and continuous improvement</li><li>Set KPIs/SLAs and manage workloads to meet all deadlines</li><li>Oversee full P2P cycle (vendors, invoices, payments); ensure timely, accurate payments</li><li>Handle vendor inquiries, train staff on PRs, manage T&E, and 1099 compliance</li><li>Lead O2C cycle (billing, cash app, collections); ensure accurate posting and reconciliations</li><li>Manage aging, reduce bad debt, and oversee credit/collections policy</li><li>Drive process improvements and automation; act as ERP SME; maintain controls and procedures</li><li>Oversee AP/AR close, reconciliations, and journal entries</li><li>Ensure GAAP/SOX compliance and support audits</li></ul>
2026-06-12T00:00:00Z

Grant Accountant

Emeryville, CA
onsite
Temporary / Contract
40 - 42 USD / Hourly
We are looking for a Grant Accountant to support financial oversight for grant-funded programs in Emeryville, California. This Long-term Contract position will focus on maintaining accurate grant records, monitoring fund activity, and helping ensure compliance with government funding requirements. The ideal candidate brings strong accounting experience, a solid understanding of fund administration, and the ability to work confidently with financial systems and reporting tools. Responsibilities: • Oversee day-to-day accounting activity for grant-funded programs, ensuring transactions are recorded accurately and in alignment with funding guidelines. • Prepare and maintain financial reports related to grants, fund balances, and net asset activity for internal and external review. • Reconcile grant accounts and investigate variances to support accurate month-end and period-end close processes. • Track spending against awarded funding and help confirm that expenses are properly allocated and supported by required documentation. • Coordinate with program teams and finance stakeholders to monitor budgets, reporting deadlines, and compliance obligations tied to government grants. • Support fund administration tasks by maintaining organized records, updating financial data, and assisting with audit readiness. • Use accounting platforms such as Abila MIP and NetSuite to manage financial information, reporting, and account analysis. • Assist with financial process updates or system-related changes impacting grant accounting workflows when needed.
2026-07-15T00:00:00Z