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50 results for Tax Director in San Rafael, CA

Director of Finance | Private Equity
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 250000.00 - 300000.00 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><br></p><p><strong>Director of Finance| Private Equity | San Francisco | 4 days onsite</strong></p><p><br></p><p><strong>Robert Half Finance & Accounting</strong> is partnering with a private equity firm in <strong>San Francisco</strong> seeking an experienced <strong>Controller </strong>to lead the firm’s financial operations.</p><p>This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Controller will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth.</p><p> </p><p>The ideal candidate is a proactive, solutions-oriented leader who can operate both strategically and tactically while helping to foster the firm’s collaborative culture.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all <strong>financial operations</strong>, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash</li><li>Produce and maintain <strong>13-week rolling cash flow forecasts</strong> and annual cash flow projections</li><li>Lead the <strong>annual budgeting process</strong>, including ongoing updates and financial planning support</li><li>Manage and oversee the <strong>outsourced accounting team</strong>, ensuring accurate reporting and operational efficiency</li><li>Develop and monitor <strong>key financial metrics</strong>, management reporting, and investor reporting materials</li><li>Maintain oversight of relationships with <strong>banks, auditors, tax advisors, insurance providers, and IT partners</strong></li><li>Support tax compliance activities, including <strong>federal and state income taxes and sales tax requirements</strong></li><li>Partner with firm leadership to implement operational improvements and financial best practices</li></ul>
  • 2026-08-03T14:24:08Z
Tax Analyst/Manager/Director
  • San Mateo, CA
  • remote
  • Permanent / Full Time
  • 120000.00 - 150000.00 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>
  • 2026-07-14T22:38:35Z
Director of Revenue
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 255000.00 - 270000.00 USD / Yearly
  • <p>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. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><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>
  • 2026-07-31T16:33:52Z
Sr Director of Revenue
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 250000.00 - 280000.00 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SR. DIRECTOR OF REVENUE ACCOUNTING</strong></p><p><br></p><p>We are looking for an experienced and results-driven Sr. Director of Revenue to lead and manage all aspects of revenue accounting for a publicly traded biotech company with over 1B in revenue. This role requires a strong understanding of gross-to-net accounting, revenue recognition, and compliance with industry-specific financial processes. The position offers an opportunity to contribute to impactful financial decision-making and operational excellence.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage the revenue accounting processes, including product revenue, gross-to-net accounting, receivables, royalties, rebates, and chargebacks.</p><p>• Oversee the monthly and quarterly financial close processes to ensure accurate and timely reporting of revenue-related accounts.</p><p>• Review and approve revenue entries, reconciliations, and allocation of product sales by site and region.</p><p>• Develop and distribute monthly revenue flash reports and provide ad-hoc financial analysis as needed.</p><p>• Collaborate with cross-functional teams, such as Market Access and Commercial Analytics, to ensure data accuracy and support business insights.</p><p>• Establish and lead structured cross-functional reviews of gross-to-net estimates, partnering with departments to improve forecasting accuracy.</p><p>• Provide subject matter expertise on payor contract terms, ensuring proper interpretation and reflection in financial assumptions.</p><p>• Support the launch of new products by offering financial guidance and contributing to forecasting and budgeting efforts.</p><p>• Serve as a key member of the finance to support strategic decisions.</p><p><br></p><p><br></p>
  • 2026-07-28T17:04:02Z
Director of Fund Operations and Business Management
  • Larkspur, CA
  • onsite
  • Permanent / Full Time
  • 225000.00 - 325000.00 USD / Yearly
  • <p>Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams</p><p><br></p><p>Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization.</p><p><br></p><p>As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:</p><ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth.</li></ul><p>Compensation & Benefits</p><ul><li><strong>Competitive and generous Base Salary:</strong> </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul><p>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You'll work directly with senior leadership, oversee the firm's operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.</p>
  • 2026-08-07T13:33:57Z
Tax Manager
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 150000.00 - 210000.00 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 & 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' 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>
  • 2026-08-07T13:33:57Z
Tax Manager - Public
  • San Rafael, CA
  • onsite
  • Permanent / Full Time
  • 150000.00 - 190000.00 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'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'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'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>
  • 2026-08-07T15:53:51Z
Tax Manager
  • San Rafael, CA
  • onsite
  • Permanent / Full Time
  • 150000.00 - 175000.00 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.<br><br>Responsibilities:<br>• Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns.<br>• Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients.<br>• Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices.<br>• Maintain and strengthen client relationships through effective communication and exceptional customer service.<br>• Coordinate and manage multiple complex projects while adhering to deadlines and quality standards.<br>• Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies.<br>• Collaborate with partners and team members to develop strategies for client accounts and firm growth.<br>• Promote a culture of teamwork and integrity within the organization.<br>• Identify opportunities for efficiency improvements and implement solutions to enhance operations.<br>• Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
  • 2026-08-07T15:53:51Z
Fund Accounting Manager
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 120000.00 - 160000.00 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 Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-07-28T21:43:47Z
Controller | Private Equity
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 250000.00 - 300000.00 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>Controller | Private Equity | San Francisco | 4 days onsite</strong></p><p> </p><p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a private equity firm in <strong>San Francisco</strong> seeking an experienced <strong>Controller </strong>to lead the firm’s financial operations.</p><p>This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Controller will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth.</p><p> </p><p>The ideal candidate is a proactive, solutions-oriented leader who can operate both strategically and tactically while helping to foster the firm’s collaborative culture.</p><p>If you are interested in learning more about the firm, please message <strong>Jennifer Fukumae with Robert Half on LinkedIn</strong> for quickest consideration.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all <strong>financial operations</strong>, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash</li><li>Produce and maintain <strong>13-week rolling cash flow forecasts</strong> and annual cash flow projections</li><li>Lead the <strong>annual budgeting process</strong>, including ongoing updates and financial planning support</li><li>Manage and oversee the <strong>outsourced accounting team</strong>, ensuring accurate reporting and operational efficiency</li><li>Develop and monitor <strong>key financial metrics</strong>, management reporting, and investor reporting materials</li><li>Maintain oversight of relationships with <strong>banks, auditors, tax advisors, insurance providers, and IT partners</strong></li><li>Support tax compliance activities, including <strong>federal and state income taxes and sales tax requirements</strong></li><li>Partner with firm leadership to implement operational improvements and financial best practices</li></ul>
  • 2026-08-03T14:24:08Z
Accounting Manager
  • Union City, CA
  • onsite
  • Permanent / Full Time
  • 130000.00 - 150000.00 USD / Yearly
  • <p>We are looking for an Accounting Manager to oversee core accounting operations and ensure accurate, timely financial reporting for the organization in Union City, California. This role will lead essential close activities, maintain the integrity of the general ledger, and support audit readiness through strong controls and documentation. The ideal candidate brings a hands-on approach to account analysis, reconciliations, and journal entry review while partnering across teams to strengthen accounting processes.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day AR, AP, and GL operations</p><p>• Own month-end close and financial reporting accuracy</p><p>• Validate journal entries, reconciliations, balances, and variances</p><p>• Create and deliver financial and KPI reports</p><p>• Support development of the annual financial plan</p><p>• Streamline controls, processes, and workflows; ensure proper period close and documentation</p><p>• Lead financial statements and audit support</p><p>• Partner with departments on accurate revenue and expense recognition</p><p>• Hire, coach, and retain accounting staff</p><p>• Oversee sales tax, returns, 1099s, and regulatory compliance</p><p>• Assess and implement accounting systems and tools</p><p>• Ensure compliance with current US GAAP standards</p><p>• Maintain fixed asset and lease accounting records</p><p>• Lead and support ad hoc initiatives, process improvements, and system upgrades</p>
  • 2026-07-31T16:38:51Z
Assistant Controller
  • Rutherford, CA
  • onsite
  • Permanent / Full Time
  • 90000.00 - 120000.00 USD / Yearly
  • <p>Join a respected wine company in Napa, Ca as an <strong>Assistant Controller</strong>. This is a highly visible role that will partner closely with senior leadership to oversee accounting operations, strengthen financial reporting, and support strategic business decisions. The ideal candidate is a hands-on accounting professional who enjoys balancing day-to-day accounting responsibilities with process improvement, analysis, and cross-functional collaboration. This opportunity offers the chance to make a meaningful impact within a dynamic organization while helping drive financial accuracy, operational efficiency, and continued growth. </p><p><br></p><p>Please note: This is a 100% onsite position. Candidates should be comfortable working onsite full-time.</p><p><br></p><p>Contact Robyn Rosemon directly for more information: 707.387.0299</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee daily accounting operations, including general ledger activity, accounts payable, accounts receivable, account reconciliations, and monthly close processes.</li><li>Prepare and review journal entries, balance sheet reconciliations, and supporting schedules to ensure timely and accurate financial reporting.</li><li>Maintain strong internal controls and ensure accounting practices comply with company policies, regulatory requirements, and generally accepted accounting principles (GAAP).</li><li>Administer and optimize financial and business systems while improving coding structures, reporting functionality, and data integrity.</li><li>Develop monthly management reports, budget-to-actual analyses, and financial dashboards that provide insight into business performance and key trends.</li><li>Support annual budgeting and forecasting processes through financial analysis, performance monitoring, and recommendations to improve profitability and operational efficiency.</li><li>Manage finished goods inventory accounting, including inventory reconciliations, physical count oversight, adjustments, and variance analysis.</li><li>Coordinate audit preparation and compliance activities, including financial statement support, tax filings, sales and use tax reporting, and related documentation.</li><li>Identify opportunities to streamline processes, implement automation, and enhance accounting workflows to improve efficiency and accuracy.</li><li>Partner with operations, sales, and leadership teams to support business initiatives, financial modeling, special projects, and strategic decision-making.</li><li>Provide mentorship and guidance to accounting staff while fostering a collaborative and team-oriented environment.</li></ul><p><br></p>
  • 2026-07-23T22:18:45Z
Accounting Manager | Private Equity
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 150000.00 - 180000.00 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>Robert Half Finance & Accounting</strong> is partnering with a global private equity firm that is expanding its finance team. This is an outstanding opportunity for an experienced accounting professional looking to transition from public accounting into investment accounting while joining a highly respected firm known for its collaborative culture, career development, and long-term growth opportunities.</p><p> </p><p>If you're currently in public accounting at the <strong>Manager or Senior Manager</strong> level and interested in moving in-house, this firm provides the training, mentorship, and exposure needed to build a successful career in private equity finance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Maintain a thorough understanding of the firm's general ledger structure and fund financial reporting.</li><li>Review quarterly and annual fund financial statements for accuracy, completeness, and compliance with U.S. GAAP.</li><li>Partner with internal leadership and external service providers to ensure timely completion of audits and tax filings.</li><li>Research and resolve technical accounting and tax matters.</li><li>Monitor fund cash activity and forecast future cash requirements.</li><li>Review capital calls and distributions to limited partners.</li><li>Review capital activity related to underlying portfolio investments.</li><li>Assist with regulatory and compliance reporting requirements.</li><li>Collaborate across the finance team to support departmental initiatives and business objectives.</li><li>Identify opportunities to improve processes, enhance efficiencies, and strengthen internal controls.</li><li>Respond to investor inquiries and prepare financial reports and ad hoc requests.</li><li>Provide guidance on complex accounting transactions and mentor junior accounting staff.</li></ul>
  • 2026-08-03T14:13:48Z
Controller Opportunity - THE Hedge Fund to join
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 250000.00 - 350000.00 USD / Yearly
  • <p>One of the fastest growing investment managers across the country is seeking a Controller with extensive Hedge Fund experience. The firm has broken records with its capital raising successes and this is an optimal time to board the rocket ship. Join a world-class team of industry leaders, network with the who's who in this space, and make your mark on the operations of this firm. This is a rare opportunity to join a lean, entrepreneurial team and help build institutional-grade finance infrastructure within a sophisticated investment platform.</p><p><br></p><p>What You'll Do</p><ul><li>Serve as the primary internal owner of fund accounting and financial reporting.</li><li>Oversee NAV calculations, investor allocations, capital activity, management and incentive fees, and partnership accounting.</li><li>Manage relationships with third-party fund administrators, auditors, and tax providers.</li><li>Support accounting and reporting for complex investment strategies, including long/short positions, derivatives, synthetic exposures, and options.</li><li>Coordinate audits, tax reporting, and regulatory deliverables.</li><li>Drive process improvements, automation initiatives, and scalable reporting solutions.</li><li>Partner closely with senior leadership on fund operations, strategic initiatives, and infrastructure development.</li></ul><p>Why Join?</p><ul><li>Join one of the industry's fastest-growing investment platforms.</li><li>Highly visible role with direct exposure to senior leadership.</li><li>Opportunity to build and improve processes in a technology-forward environment.</li><li>Highly competitive compensation, very generous bonus potential, and significant long-term growth opportunity.</li></ul><p><br></p>
  • 2026-07-24T13:53:42Z
Fund Accounting Manager | Top Tier PE Firm
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 150000.00 - 180000.00 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>Jennifer Fukumae</strong> with <strong>Robert Half Finance & Accounting</strong> is partnering with a global private equity firm that is expanding its finance team. This is an outstanding opportunity for an experienced accounting professional looking to transition from public accounting into investment accounting while joining a highly respected firm known for its collaborative culture, career development, and long-term growth opportunities.</p><p> </p><p>If you're currently in public accounting at the <strong>Manager or Senior Manager</strong> level and interested in moving in-house, this firm provides the training, mentorship, and exposure needed to build a successful career in private equity finance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Maintain a thorough understanding of the firm's general ledger structure and fund financial reporting.</li><li>Review quarterly and annual fund financial statements for accuracy, completeness, and compliance with U.S. GAAP.</li><li>Partner with internal leadership and external service providers to ensure timely completion of audits and tax filings.</li><li>Research and resolve technical accounting and tax matters.</li><li>Monitor fund cash activity and forecast future cash requirements.</li><li>Review capital calls and distributions to limited partners.</li><li>Review capital activity related to underlying portfolio investments.</li><li>Assist with regulatory and compliance reporting requirements.</li><li>Collaborate across the finance team to support departmental initiatives and business objectives.</li><li>Identify opportunities to improve processes, enhance efficiencies, and strengthen internal controls.</li><li>Respond to investor inquiries and prepare financial reports and ad hoc requests.</li><li>Provide guidance on complex accounting transactions and mentor junior accounting staff.</li></ul><p><br></p>
  • 2026-08-03T14:18:47Z
Family Office Controller
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 200000.00 - 250000.00 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><br></p><p><strong>Controller | Family Office | San Francisco | Base + Bonus + Great Perks!</strong></p><p> </p><p>Our client is a well-established family office overseeing a diversified portfolio spanning real estate, hospitality, and specialty agriculture. The team is known for its stability, collaborative culture, and commitment to excellence, offering an environment where each professional’s contributions are valued.</p><p> </p><p>This position provides competitive compensation, comprehensive benefits (medical, dental, vision, life, FSAs, 401(k) match, commuter benefits), a hybrid schedule, and minimal overtime. The role offers exposure to varied industries, professional development opportunities, and the ability to work in a supportive, low-turnover environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage the full accounting cycle, including accounts payable, general ledger, reconciliations, and financial reporting</li><li>Review and analyze financial statements prior to submission to external CPAs</li><li>Support tax compliance and planning, including reviewing returns prepared externally</li><li>Collaborate with internal stakeholders to address the financial and operational needs of multiple entities</li><li>Oversee accounting for specialized portfolio industries, including real estate and niche operations</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-07-28T21:48:46Z
Controller
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 130000.00 - 160000.00 USD / Yearly
  • <p>Colleen McAuliffe is looking for an experienced Controller to oversee accounting operations and financial reporting for a multi-entity organization based in Oakland, California. This position blends day-to-day financial leadership with oversight of controls, compliance, and reporting accuracy across corporate and related entities. The role requires sound judgment, strong organizational ability, and a hands-on approach to managing complex accounting activities while partnering with leadership on financial insight and process improvement.</p><p><br></p><p>Responsibilities:</p><p>• Direct accounting activities across multiple entities, including ledger maintenance, reconciliations, cash activity, payables, and receivables.</p><p>• Lead monthly and annual close cycles, ensuring timely completion of entries, accruals, account analysis, and financial statement preparation.</p><p>• Review financial results, investigate fluctuations, and present meaningful analysis to support business decisions.</p><p>• Oversee vendor payments, customer receivable activity, and subledger-to-ledger balancing while resolving exceptions efficiently.</p><p>• Monitor payroll-related accounting, benefit cost allocations, tax obligations, and coordination of required filings with external partners.</p><p>• Manage compliance reporting such as 1099 preparation, unclaimed property submissions, business license renewals, and property tax documentation.</p><p>• Coordinate external audit support, retirement plan reporting, and the collection of financial records required for examinations and reviews.</p><p>• Strengthen internal controls, refine accounting procedures, and identify opportunities to improve automation, scalability, and reporting quality.</p><p>• Supervise and develop accounting team members while collaborating with operations, human resources, information technology, and executive leadership on budgeting, forecasting, and cash flow planning.</p>
  • 2026-07-15T17:04:06Z
Tax Manager - Public
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 135000.00 - 160000.00 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.
  • 2026-07-10T16:18:41Z
Senior Finance Manager
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 120000.00 - 140000.00 USD / Yearly
  • We are looking for an accomplished Senior Finance Manager to lead real estate finance activities for a mission-driven organization in Oakland, California. In this position, you will work closely with executive leadership, development, and property management teams to guide budgeting, portfolio analysis, compliance oversight, and long-range financial planning. This role is ideal for a finance leader who brings strong real estate expertise, sound judgment, and a hands-on approach to improving reporting, controls, and decision support.<br><br>Responsibilities:<br>• Lead financial oversight for a real estate portfolio, including annual budgets, periodic forecasts, cash planning, banking activity, and debt-related reporting.<br>• Create and refine financial models that support acquisitions, valuations, capital planning, and performance analysis across property assets and related entities.<br>• Produce monthly, quarterly, and year-end financial packages with budget-to-actual commentary, management insights, and supporting schedules for leadership review.<br>• Partner with real estate development and property management teams to evaluate opportunities, assess operating results, and inform strategic business decisions.<br>• Monitor compliance with lender, contract, and funding requirements while ensuring reporting obligations and cost allocations are completed accurately and on time.<br>• Oversee property-level accounting coordination and post-acquisition finance activities to maintain reliable records and smooth operational integration.<br>• Manage methodologies for shared property expense allocations, tenant billings, and recovery tracking to support accurate reporting and reimbursement.<br>• Support external audits, tax-related deliverables, and financial institution relationships while strengthening internal controls and reporting processes.<br>• Supervise and coach finance staff, fostering accountability, collaboration, and continuous improvement across the team.
  • 2026-07-31T16:38:51Z
Strategic Finance Manager
  • San Francisco,, CA
  • onsite
  • Permanent / Full Time
  • 180000.00 - 200000.00 USD / Yearly
  • <p>We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
  • 2026-07-17T15:33:43Z
VP of Finance
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 180000.00 - 200000.00 USD / Yearly
  • <p>We are looking for a strategic finance leader to guide financial planning, reporting, and operational oversight for our organization in Oakland, California. This role will shape budgeting practices, strengthen internal controls, and provide executive leadership with clear financial insight to support business decisions. The ideal candidate brings deep expertise in accounting operations, financial systems, and cross-functional collaboration within a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead financial reporting, regulatory filings, month-end close activities, account reconciliations, and compliance with banking and reporting requirements.</li><li>Coordinate annual CPA-reviewed financial statements and ensure accurate expense classification and financial controls.</li><li>Manage inventory accounting, cost analysis, reconciliations, and profitability reporting to support operational performance.</li><li>Direct cash management, forecasting, budgeting, treasury activities, and financial planning to maintain liquidity and drive business growth.</li><li>Present financial results to leadership, provide strategic recommendations, and identify opportunities to improve efficiency, profitability, and expansion efforts.</li><li>Oversee ERP systems, business software, IT infrastructure, data governance, analytics, automation, and process improvement initiatives.</li><li>Manage payroll, insurance, benefits, credit and collections, customer credit approvals, and overall administrative operations.</li><li>Lead and develop Finance and Administrative teams through hiring, training, performance management, and succession planning.</li><li>Partner with executive leadership to ensure compliance with legal, financial, and operational requirements while supporting company objectives.</li><li>Perform additional leadership and financial management responsibilities as needed.</li></ul>
  • 2026-07-14T18:08:36Z
Accounting Manager
  • Sunnyvale, CA
  • onsite
  • Permanent / Full Time
  • 130000.00 - 145000.00 USD / Yearly
  • <p>We are looking for an experienced Accounting Manager to support financial operations for a leading tech manufacturing environment in San Jose, California. This role will lead cost-focused reporting, strengthen accounting processes tied to procure-to-pay activity, and provide clear analysis that helps guide business decisions. The ideal candidate brings a strong background in standard costing, general ledger accounting, and hands-on experience working with NetSuite.</p><p><br></p><p>Responsibilities:</p><p>• Lead cost accounting activities for manufacturing operations, ensuring accurate valuation of inventory, production costs, and margin reporting.</p><p>• Oversee standard cost development and maintenance, including updates based on material, labor, and overhead changes.</p><p>• Prepare and analyze cost reports, identifying trends, variances, and opportunities to improve financial performance.</p><p>• Partner with procurement and accounts payable teams to support procure-to-pay processes and maintain strong financial controls.</p><p>• Manage general ledger entries and reconciliations related to inventory, cost of sales, and manufacturing transactions.</p><p>• Deliver timely month-end and period-end reporting with a focus on cost accuracy and operational insight.</p><p>• Use NetSuite to monitor transactions, maintain accounting data integrity, and support reporting requirements.</p><p>• Collaborate with cross-functional stakeholders to improve cost visibility and strengthen accounting procedures across the business</p>
  • 2026-08-06T23:58:40Z
Accounting Manager
  • Emeryville, CA
  • remote
  • Temporary / Contract
  • 55.00 - 75.00 USD / Hourly
  • <p>Our eCommerce client is seeking an interim Sr. Accountant or Accounting Manager (functional) for a 6-month engagement. This role will provide senior-level accounting support during a leave coverage period while helping the team manage core close activities and special projects in a complex, multi-channel business. The position is ideal for a hands-on, detail-oriented accounting manager who can step in quickly, apply strong judgment, and bring structure to month-end processes in a fast-paced environment. This role is 100% remote and is expected to pay $55-$75/hr. DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Lead key areas of the monthly close process, including prepaids, accruals, fixed assets, and related general ledger activity</p><p>• Review journal entries, reconciliations, and supporting schedules to help maintain accuracy and consistency across accounting operations</p><p>• Manage accounting work tied to designated business lines, with primary focus on eCommerce and healthcare-related activities</p><p>• Support accounting for a separate healthcare entity, including reserve balances and receivables tracking</p><p>• Partner with members of the accounting team to resolve debits, credits, and other transactional issues that affect financial reporting</p><p>• Assist with audit readiness and financial statement support by preparing documentation and responding to accounting-related requests</p><p>• Use NetSuite and advanced Excel tools to analyze data, maintain records, and improve reporting efficiency</p><p>• Contribute to process improvement efforts, including identifying opportunities to automate spreadsheets and journal entry workflows using AI-enabled tools</p>
  • 2026-07-27T23:14:09Z
Fund Accounting Manager | Profit Sharing + 100% Paid Benefit
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 150000.00 - 180000.00 USD / Yearly
  • <p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p>&#128176; <strong>Great Base + ~20% Bonus + Profit Sharing</strong></p><p> &#128205; <strong>San Francisco | Hybrid </strong></p><p> &#127919; <strong>Outstanding Benefits:</strong> 100% employer-paid healthcare for employees and dependents, profit sharing, 401(k), HSA funding, professional development, generous PTO, and more.</p><p><br></p><p>This is <strong>far more than a traditional Fund Accounting Manager position.</strong></p><p><br></p><p>You'll join one of the world's leading <strong>private equity fund-of-funds</strong>, managing <strong>over $13 billion in assets</strong> and investing alongside many of Asia's top-performing private equity, venture capital, and growth equity managers.</p><p>This role offers the opportunity to lead complex fund accounting and reporting while mentoring a talented team, partnering directly with Finance leadership, and gaining exposure to sophisticated global investment structures.</p><p><br></p><p>&#128161; <strong>What You'll Do</strong></p><ul><li>Lead the review of quarterly and annual fund financial statements</li><li>Manage audits, tax processes, and relationships with external service providers</li><li>Oversee capital calls, distributions, and fund cash forecasting</li><li>Review complex fund transactions and ensure GAAP compliance</li><li>Partner with leadership on process improvements and operational efficiencies</li><li>Mentor and develop junior accounting professionals</li><li>Respond to investor requests and support regulatory reporting</li></ul><p>&#127775; <strong>Why This Opportunity Stands Out</strong></p><ul><li>Join one of the industry's premier <strong>global private equity fund-of-funds</strong></li><li>Lead a high-performing accounting team with significant visibility</li><li>Work alongside experienced finance leaders in a collaborative environment</li><li>Outstanding long-term career growth with continuous learning opportunities</li><li>Exceptional benefits including <strong>100% employer-paid healthcare for the entire family</strong>, profit sharing, professional education, and a culture that invests in its people</li></ul><p><br></p>
  • 2026-07-27T18:53:51Z
Accounting Manager/Supervisor
  • Livermore, CA
  • onsite
  • Permanent / Full Time
  • 110000.00 - 140000.00 USD / Yearly
  • We are looking for an experienced accounting leader to oversee financial operations for multiple privately held businesses in Livermore, California. This position serves as a key advisor to company leadership while managing the full accounting cycle, maintaining strong internal controls, and delivering accurate financial information for decision-making. The role is ideal for someone with a background in construction-related accounting who can balance day-to-day execution with high-level financial oversight.<br><br>Responsibilities:<br>• Direct the complete accounting function across three related entities, ensuring accurate records, timely transaction processing, and reliable financial data.<br>• Lead daily accounting activities by guiding support staff responsible for payables, receivables, billing administration, payroll input, and other transactional tasks.<br>• Oversee weekly payroll operations, including multistate processing, labor tracking, job cost allocation, and reporting for certified and prevailing wage requirements.<br>• Produce monthly and annual financial statements, management reports, and supporting analyses to highlight performance and operating trends.<br>• Manage customer invoicing, subcontractor disbursements, draw schedules, and lien documentation to keep project-related financial activity aligned with contract milestones.<br>• Monitor construction cost activity by reconciling project expenses, reviewing change orders, and assigning costs accurately across jobs and business units.<br>• Partner with the president and project leadership to review budgets, validate project financials, and support informed operational decisions.<br>• Maintain compliance with applicable tax rules, payroll regulations, and construction-related reporting standards at the state and federal levels.<br>• Prepare schedules and documentation needed for audits, tax filings, and project closeout processes while supporting the use of accounting platforms common to the construction industry.
  • 2026-07-16T16:48:45Z
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