<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER -PROPERTY ACCOUNTING</strong></p><p><br></p><p>Well established and growing real estate company in San Francisco is seeking a Sr. Accounting Manager to join their dynamic team. The Senior Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy. </p><p><br></p><p>Responsibilities:</p><p>-Manage and oversee the financial close process, ensuring timely and accurate reporting.</p><p>-Review and approve journal entries, budgets, payroll, and expense allocations while addressing discrepancies effectively.</p><p>-Ensure the integrity of the general ledger, including intercompany transactions, reconciliations, and loan schedules.</p><p>-Conduct and supervise bank reconciliations, wire transfers, mortgage payments, and cash disbursements to maintain compliance and accuracy.</p><p>-Monitor liquidity and cash flow activities to support organizational goals and investor distributions.</p><p>-Lead budgeting and financial planning processes, providing insights into forecasting and expenditure management.</p><p>-Serve as a key liaison during audits, collaborating with external CPAs and ensuring compliance with regulations and internal policies.</p><p>-Mentor and develop a team of accounting professionals, fostering collaboration and accountability.</p><p>-Identify and implement process improvements to enhance efficiency, automation, and reporting accuracy.</p><p>-Support the optimization and deployment of accounting software to improve operational effectiveness.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax Advisor| Wealth Management| San Jose</strong></p><p> </p><p>Our client is a<strong> growing wealth management firm</strong> serving high-net-worth individuals and families with thoughtful, full-service advice. Known for its collaborative culture and client-first mindset, the firm is expanding its tax advisory offering to meet rising demand.</p><p> </p><p>This <strong>Tax Advisor </strong>role is a chance to help build a new practice area from the ground up while joining a close-knit, high-caliber team. You’ll work in a beautiful San Jose office, enjoy real work-life balance, and<strong> have clear paths for advancement, including potential ownership</strong>.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver tax planning, advisory, and compliance services for high-net-worth clients</li><li>Manage a book of clients with complex tax needs</li><li>Prepare individual, trust, and estate returns using SurePrep</li><li>Stay current on tax regulations and ensure compliance and confidentiality</li><li>Communicate proactively with clients to provide exceptional service</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced Billing Supervisor/Manager to oversee the daily operations of student billing and account management at our institution in San Francisco, California. This role is pivotal in ensuring the accurate and timely processing of tuition, fees, and other charges, while maintaining detailed financial records and delivering excellent customer service to students and their families. The ideal candidate will also contribute to compliance with institutional policies and collaborate with various departments to guarantee the accuracy of financial accounts. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Generate and distribute tuition and fee statements each term.</p><p>• Record charges, adjustments, payments, and credits to student accounts.</p><p>• Administer and monitor student payment plans for compliance.</p><p>• Process refunds in accordance with Title IV and institutional regulations.</p><p>• Respond to billing and payment inquiries from students and families.</p><p>• Send payment reminders and assist with follow-up on past-due accounts.</p><p>• Collaborate with Financial Aid and Registrar offices to ensure account accuracy.</p><p>• Assist with reconciling student accounts to the general ledger and financial aid records.</p><p>• Maintain current knowledge of student billing policies and procedures.</p><p>• Prepare regular reports on account balances, aging, and payment plans.</p><p>• Perform other related duties as assigned.</p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Lead federal, state, income, and sales tax compliance, including estimates, filings, K-1/K-3s, sales tax returns, audits, and payments.</p><p> • Model waterfall distributions and calculate owner tax distributions.</p><p> • Oversee gross receipts and unclaimed property filings.</p><p> • Serve as primary tax advisor for operational initiatives and bank audits.</p><p> • Manage tax department budget, costs, vendors, and external advisors.</p><p> • Establish compliant, well-documented tax processes and audit readiness.</p><p> • Mentor tax managers and support team development.</p><p> • Partner with accounting, finance/treasury, and legal teams on tax reporting, cash forecasting, and documentation.</p>
<p>This is a rare senior role overseeing a 500+ FBO trust account portfolio supporting employer-sponsored medical plans. You’ll manage the book as a strategic risk portfolio, using advanced analytics to ensure reserve adequacy, plan solvency, and ERISA-aligned fiduciary governance. You’ll partner closely with executive leadership to assess utilization risk, inform pricing strategy, and guide long-term financial decisions in a rapidly growing healthcare organization.</p><p><br></p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Manage portfolio-wide utilization, reserve, and solvency risk across 500+ client accounts</li><li>Perform monthly and quarterly reserve adequacy evaluations (30–90 day claims lag)</li><li>Identify surplus release and deficit strengthening recommendations</li><li>Prepare and reconcile client accounts by ID within NetSuite</li><li>Reconcile reserve balances, claims disbursements, and bank activity</li><li>Support Return of Reserve (ROR) calculations and documentation</li><li>Serve as fiduciary subject matter expert for internal and client committees</li><li>Execute FBO account replenishments and ACH payment processes</li><li>Track and process broker compensation and statements</li><li>Support financial, internal, and regulatory audits</li></ul>
