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92 results for Tax Services Manager in San Rafael, CA

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.
2026-09-01T00:00:00Z

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.
2026-09-11T00:00:00Z

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.
2026-09-11T00:00:00Z

Tax Manager - Public

San Francisco, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Robert Half is partnering with an established CPA firm that values relationships, technical excellence, and future leadership development. Senior Tax ManagerWell-established boutique CPA and advisory firm is seeking a Senior Tax Manager to join its growing team. This is an outstanding opportunity for an experienced tax professional who enjoys working directly with high-net-worth individuals and families, values long-term client relationships, and is interested in a potential path to partnership.This firm is known for its collaborative culture, exceptionally loyal client base, and leadership team with decades of tenure. They are focused on finding the right long-term fit and offer a stable environment where professionals can build meaningful careers.Responsibilities<ul><li>Manage complex tax engagements from planning through completion, including extensions</li><li>Serve as a trusted advisor to ultra-high-net-worth individuals, families, and related entities</li><li>Review and oversee preparation of sophisticated individual tax returns</li><li>Build and maintain strong client relationships</li><li>Provide technical guidance and mentorship to staff</li><li>Partner with firm leadership on client service, workflow management, and practice growth initiatives</li></ul>What Makes This Opportunity Unique<ul><li>Strong succession planning and future advancement potential</li><li>Established, referral-driven client base</li><li>Collaborative, low-ego culture with exceptional employee tenure</li><li>Leadership team committed to mentorship and long-term development</li><li>Competitive compensation package and retirement benefits</li></ul>Compensation & Benefits<ul><li>$165,000 - $240,000 base salary, depending on experience</li><li>Generous employer retirement contributions</li><li>Medical benefits with employer-funded HSA contribution</li><li>Stable, relationship-driven environment with long-term career growth potential</li></ul>Ideal for a seasoned tax professional seeking a long-term home with a respected CPA firm that values relationships, technical excellence, and future leadership development.
2026-08-20T00:00:00Z

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>
2026-09-16T00:00:00Z

Tax Manager | Boutique Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
125000 - 150000 USD / Yearly
Boutique Wealth Management Firm | $1B+ AUM | High-Net-Worth & UHNW ClientsCompensation: $125,000–$150,000 Base + Bonus | 100% MDV | Hybrid/Remote (MUST reside in California) Are you a CPA looking for a new chapter where you can have real ownership, meaningful client interaction, and a strong work-life balance? Robert Half is partnering with a highly respected boutique Wealth Management firm managing approximately $1B in assets for high-net-worth individuals and families. The firm has built a close-knit, collaborative team and is looking for an experienced Tax Manager to join the organization and play an important role in both client service and the continued growth of the tax function. What You'll Do<ul><li>Prepare and review individual tax returns for HNW and UHNW clients</li><li>Prepare and review trust tax returns</li><li>Handle a small number of business entity returns</li><li>Provide year-round tax planning, projections, and strategic guidance</li><li>Participate directly in client meetings and communicate complex tax matters clearly</li><li>Review work prepared by other team members and provide guidance and mentorship</li><li>Oversee aspects of the tax function and help ensure accuracy, efficiency, and timely completion of deliverables</li><li>Support tax-related operations, processes, and workflow improvements</li><li>Collaborate with Wealth Advisors and other professionals to provide a comprehensive client experience</li><li>Work independently and take ownership of client relationships and deliverables</li></ul>
2026-09-15T00:00:00Z

Tax Advisor

San Francisco, CA
onsite
Permanent / Full Time
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Tax Manager/Advisor | Wealth Management Firm| Bay Area | Competitive Comp + Strong perks! Join a boutique wealth management and tax advisory firm that partners with high-net-worth individuals, families, and business owners on sophisticated tax planning and financial strategies. This is an excellent opportunity to move beyond tax compliance and gain greater exposure to proactive planning, trust and estate matters, and integrated wealth management. The firm offers remote flexibility, excellent work-life balance, a collaborative team, and the opportunity to help shape a modern, technology-driven tax practice that embraces automation, AI, and continuous improvement. Responsibilities<ul><li>Prepare and review high-net-worth individual and trust tax returns </li><li>Handle federal, state, and multi-state tax filings</li><li>Prepare tax projections, quarterly estimates, and year-round tax planning</li><li>Identify proactive tax savings opportunities for clients</li><li>Partner with advisors on integrated tax and financial planning strategies</li><li>Meet directly with clients to discuss tax planning and compliance matters</li><li>Review work prepared by junior staff and provide mentorship</li><li>Support process improvements, technology initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-16T00:00:00Z

Accounting Manager

Palo Alto, CA
onsite
Temporary / Contract
70 - 110 USD / Hourly
Our client has some high name recognition, and they need an accounting manager to start on October 5th. This hybrid role in Palo Alto, CA is onsite 2 days/week and 3 days/week remote. Our client is on NetSuite, so ideally, you have proficiency with that ERP. The company is also publicly held, so you must have recent public company experience. Our client is a creative SaaS company. However, any accounting leaders from the A.I. industry would do well here. SaaS, A.I., or advanced hardware/robotics industry alums should consider this role. Although this is an accounting manager role, assistant controllers and controllers are HIGHLY encouraged to apply. You will be providing critical support through year-end so that means that the more exposure you've had to a public company year-end close, the better!
2026-09-15T00:00:00Z

Accounting Manager

Hayward, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for an Accounting Manager to lead core accounting operations and ensure accurate, timely financial reporting for the organization in Hayward, California. This role oversees close activities, maintains the integrity of the general ledger, and supports audit readiness through strong controls and detailed analysis. The ideal candidate brings sound technical accounting knowledge, a hands-on approach to reconciliations and journal entries, and the ability to guide a high-performing accounting function. Responsibilities:<ul><li>Provide general ledger support and guidance to accounting staff</li><li>Reconcile operating bank accounts and investigate discrepancies</li><li>Support project-related regulatory and contract compliance requirements</li><li>Manage customer billing, collections, and cash application activities</li><li>Process, reconcile, and monitor corporate credit card transactions</li><li>Administer certified payroll submissions and labor compliance documentation</li><li>Prepare and maintain union reports and related records</li><li>Coordinate and submit OCIP reporting requirements</li><li>Serve as backup support for payroll processing functions</li><li>Handle annual 1099 preparation and filing activities</li><li>Deliver training and system assistance for Vista/Viewpoint users</li></ul>
2026-08-27T00:00:00Z

Accounting Manager

Oakland, CA
onsite
Permanent / Full Time
100000 - 110000 USD / Yearly
We are looking for an Accounting Manager to lead core accounting operations and ensure accurate, timely financial reporting for our Oakland, California team. This role will oversee close activities, maintain the integrity of the general ledger, and support audit readiness across the organization. The ideal candidate brings strong technical accounting knowledge, a hands-on approach to reconciliations and journal entries, and the ability to improve day-to-day processes while maintaining compliance. Responsibilities:<ul><li>Oversee accounting operations and supervise a small accounting team</li><li>Record monthly journal entries and bank reconciliations</li><li>Reconcile GL, AR, and AP accounts</li><li>Process payroll and 401(k) transactions</li><li>Track AP aging and support audit activities</li></ul>
2026-09-15T00:00:00Z

Accounting Manager

Union City, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
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. Responsibilities:• Direct day-to-day AR, AP, and GL operations• Own month-end close and financial reporting accuracy• Validate journal entries, reconciliations, balances, and variances• Create and deliver financial and KPI reports• Support development of the annual financial plan• Streamline controls, processes, and workflows; ensure proper period close and documentation• Lead financial statements and audit support• Partner with departments on accurate revenue and expense recognition• Hire, coach, and retain accounting staff• Oversee sales tax, returns, 1099s, and regulatory compliance• Assess and implement accounting systems and tools• Ensure compliance with current US GAAP standards• Maintain fixed asset and lease accounting records• Lead and support ad hoc initiatives, process improvements, and system upgrades
2026-09-08T00:00:00Z

Accounting Manager

Emeryville, CA
onsite
Permanent / Full Time
110000 - 155000 USD / Yearly
We are looking for an Accounting Manager to lead core accounting operations and help maintain accurate, timely financial reporting for our Oakland, California team. This position will oversee key close activities, strengthen general ledger integrity, and support audit readiness across the organization. The ideal candidate brings strong technical accounting knowledge, attention to detail, and the ability to guide processes in a fast-paced environment. Responsibilities:<ul><li>Support daily accounting functions, including ledger maintenance, reconciliations, journal entries, and financial close activities.</li><li>Help prepare accurate financial statements and ensure adherence to GAAP, company policies, and internal controls.</li><li>Assist with product costing, inventory valuation, variance analysis, and inventory reconciliations.</li><li>Evaluate labor, materials, overhead, and production performance to identify efficiency improvements and cost reductions.</li><li>Collaborate with Operations and Finance teams to enhance profitability and optimize processes.</li><li>Serve as a key user of ERP, MRP, and related business systems.</li><li>Contribute to budgeting, forecasting, financial analysis, cash flow planning, and management reporting.</li><li>Monitor business performance and provide insights to support decision-making.</li><li>Assist with audits, tax compliance, regulatory reporting, and maintenance of accurate financial records and documentation.</li></ul>
2026-09-11T00:00:00Z

Senior Tax Accountant - Family Office

Los Altos, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Tax Accountant | Family Office | Palo Alto; 2x week | Base + Bonus + Profit Sharing + Fully Paid Benefits Join a highly respected Bay Area investment firm with a sophisticated family office supporting its venture platform and affiliated families. This is a great opportunity to join a stable, collaborative finance team with strong tenure while gaining exposure to complex HNW and investment-related tax matters. The role offers strong work-life balance, profit sharing, fully paid benefits, and the opportunity to work closely with an experienced leadership team. Responsibilities<ul><li>Prepare tax returns for HNW individuals, partnerships, and fiduciary entities</li><li>Prepare quarterly tax estimates and annual extensions</li><li>Support complex individual returns, including investment-related K-1s</li><li>Research tax issues and assist with technical questions</li><li>Respond to tax notices and support resolution</li><li>Assist with tax planning and special projects</li><li>Handle highly confidential financial information with discretion</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-09T00:00:00Z

Accounting and Reporting Manager

Emeryville, CA
onsite
Permanent / Full Time
145000 - 155000 USD / Yearly
We are looking for an experienced Accounting and Reporting Manager to join our team in Emeryville, California. This role is ideal for someone with a strong attention to detail, a solid understanding of financial operations, and a proven ability to manage accounting processes efficiently. You will play a key role in overseeing financial reporting, ensuring compliance, and maintaining accurate records. Responsibilities:<ul><li>Lead monthly financial close for individual entities and consolidated GAAP and statutory reporting</li><li>Serve as subject-matter expert for SEC and statutory filings, including proxy and quarterly/annual reports</li><li>Act as main contact for external auditors and support timely quarterly and annual audits</li><li>Manage accounting for fixed income investments, including valuations, reconciliations, and reporting</li><li>Oversee payroll, stock-based compensation, equity, and APIC accounting</li><li>Prepare and report quarterly basic and diluted earnings per share (EPS)</li><li>Research complex accounting issues and document conclusions through memos and whitepapers</li><li>Design and maintain accounting processes that meet SOX and Model Audit Rule requirements</li><li>Improve systems and processes to increase efficiency, accuracy, and automation</li><li>Manage, train, and mentor accounting staff and support finance leadership on complex matters</li></ul>
2026-09-11T00:00:00Z

Treasury Banking Manager

San Francisco, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
Jennifer Fukumae is partnering with a well-established, independent financial institution seeking a Treasury Banking Manager to join its growing team. This role offers the opportunity to make a meaningful impact across the business while playing a key role in the growth of its treasury and digital banking services. This is an ideal opportunity for someone who enjoys working in a smaller, collaborative environment where people wear multiple hats. Rather than being one piece of a large corporate structure, you’ll work closely with Relationship Managers, clients, Digital Banking, and Product Management to help grow the business and develop solutions that meet client needs. What You’ll Do Client & Business Development<ul><li>Work alongside Relationship Managers to understand client needs and uncover opportunities to expand treasury management solutions.</li><li>Act as a key resource for clients and internal teams, recommending tailored solutions to address complex needs.</li><li>Contribute to revenue growth by supporting new business initiatives and expanding adoption of treasury and digital banking products.</li><li>Develop and maintain strong relationships with clients and partners across the organization.</li></ul>Strategy & Solutions<ul><li>Help shape and implement the bank’s treasury and digital banking roadmap.</li><li>Evaluate client feedback and market trends to identify opportunities for new products, improved processes, and enhanced service.</li><li>Collaborate with Product teams to assess, launch, and optimize treasury and digital banking solutions.</li><li>Bring a proactive, innovative mindset to solving business and client challenges.</li></ul>Team Management<ul><li>Manage and develop a small Digital Banking team, including two direct reports.</li><li>Provide day-to-day leadership, coaching, and support to promote accountability and professional growth.</li><li>Collaborate across departments to ensure clients receive a consistent and high-quality experience.</li></ul>
2026-09-09T00:00:00Z

Treasury Banking Manager

San Francisco, CA
onsite
Permanent / Full Time
120000 - 155000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Jennifer Fukumae is partnering with a well-established, independent financial institution seeking a Treasury Banking Manager to join its growing team. This role offers the opportunity to make a meaningful impact across the business while playing a key role in the growth of its treasury and digital banking services. This is an ideal opportunity for someone who enjoys working in a smaller, collaborative environment where people wear multiple hats. Rather than being one piece of a large corporate structure, you’ll work closely with Relationship Managers, clients, Digital Banking, and Product Management to help grow the business and develop solutions that meet client needs. What You’ll Do Client & Business Development<ul><li>Work alongside Relationship Managers to understand client needs and uncover opportunities to expand treasury management solutions.</li><li>Act as a key resource for clients and internal teams, recommending tailored solutions to address complex needs.</li><li>Contribute to revenue growth by supporting new business initiatives and expanding adoption of treasury and digital banking products.</li><li>Develop and maintain strong relationships with clients and partners across the organization.</li></ul>Strategy & Solutions<ul><li>Help shape and implement the bank’s treasury and digital banking roadmap.</li><li>Evaluate client feedback and market trends to identify opportunities for new products, improved processes, and enhanced service.</li><li>Collaborate with Product teams to assess, launch, and optimize treasury and digital banking solutions.</li><li>Bring a proactive, innovative mindset to solving business and client challenges.</li></ul>Team Management<ul><li>Manage and develop a small Digital Banking team, including two direct reports.</li><li>Provide day-to-day leadership, coaching, and support to promote accountability and professional growth.</li><li>Collaborate across departments to ensure clients receive a consistent and high-quality experience.</li></ul>Location: San Francisco, CA | Hybrid – 3 days onsiteCompensation: $115,000–$150,000 base + bonus
2026-09-08T00:00:00Z

Financial Reporting Manager

Palo Alto, CA
onsite
Permanent / Full Time
145000 - 170000 USD / Yearly
Jeff Abrams is looking for a Financial Reporting Manager to join his clients team. This position will lead core financial reporting and fund accounting activities while partnering with internal stakeholders to deliver accurate analysis, timely reporting, and operational support. The ideal candidate brings strong experience in venture capital or private equity environments and is comfortable handling complex financial data, valuation-related insights, and process improvement initiatives. Responsibilities:• Oversee fund and entity-level accounting activities, ensuring financial information is accurate, complete, and delivered within reporting deadlines.• Prepare and review periodic financial reports, investor-related reporting packages, and supporting schedules for internal and external stakeholders.• Coordinate accounting close activities across teams and maintain alignment on reporting deliverables, timelines, and documentation requirements.• Analyze portfolio valuations and performance indicators to support reporting accuracy and provide insight into investment results.• Support capital activity reporting, including contributions, distributions, partner allocations, and related financial statement impacts.• Provide day-to-day operational finance support by resolving reporting issues, improving workflows, and maintaining strong internal controls.• Lead or contribute to special initiatives focused on process optimization, reporting enhancements, and finance system improvements.• Partner with cross-functional teams to address ad hoc analyses, reporting needs, and strategic finance projects as they arise. If you are interested in the role, please reach out to Jeff Abrams via LinkedIn
2026-09-03T00:00:00Z

Financial Reporting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
Jeff Abrams with Robert Half is looking for a Financial Reporting Manager to lead fund reporting activities and support the broader finance function for his client. This role is responsible for overseeing financial statement preparation and review, coordinating audit and tax workflows, and helping ensure accurate reporting across complex fund structures. The ideal candidate brings strong accounting judgment, private equity or fund experience, and the ability to improve processes while guiding team members in a fast-paced environment. Responsibilities:• Oversee fund reporting activities by maintaining a strong command of reporting workflows and the underlying general ledger framework.• Review quarterly and annual financial statements for funds to confirm accuracy, completeness, and alignment with applicable U.S. accounting standards.• Partner with finance leadership to manage external audits and tax-related deliverables, including coordination with third-party providers and analysis of technical accounting or tax issues.• Track fund liquidity and prepare cash forecasts to support operational and investment-related funding needs.• Examine investor capital call and distribution activity, as well as transaction flows tied to underlying portfolio investments.• Support regulatory and compliance-related reporting needs as required by the business.• Identify opportunities to strengthen controls, streamline reporting processes, and improve efficiency without sacrificing accuracy.• Address limited partner questions and produce ad hoc reports with a high level of responsiveness and precision.• Advise on complex, unusual, or non-standard transactions and help determine the appropriate reporting treatment.• Lead, coach, and develop entry-level finance team members while contributing to broader departmental objectives. If you are interested in the role, please reach out to Jeff Abrams via LinkedIn
2026-09-03T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
130000 - 175000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing 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. 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. Key Responsibilities:<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-16T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
Anisa Henry is partnered with a growing venture capital investment firm seeking a Fund Accounting Manager to join its finance team. This role is responsible for overseeing the day-to-day fund accounting operations, financial reporting, cash management, investor reporting, and tax coordination across multiple investment vehicles. Reporting to senior finance leadership, the Fund Accounting Manager will play a critical role in ensuring accurate financial reporting, maintaining compliance with accounting standards, and supporting the firm's continued growth. This is a highly hands-on position suited for an experienced accounting professional who enjoys managing complex fund operations and working closely with internal stakeholders, investors, and external service providers. The ideal candidate will have strong technical accounting expertise, experience with private equity or venture capital fund structures, and the ability to thrive in a fast-paced, entrepreneurial environment. Why Join<ul><li>Opportunity to join a growing investment management firm with a collaborative and entrepreneurial culture.</li><li>High visibility role with direct exposure to senior leadership and fund operations.</li><li>Broad responsibility across accounting, reporting, investor relations, and fund management activities.</li><li>Chance to make a meaningful impact within an expanding organization focused on innovation and long-term growth.</li></ul>Schedule & Flexibility<ul><li>Hybrid and remote-friendly work environment.</li><li>Local employees may work onsite as little as once per week, with flexibility to come in more often.</li><li>Fully remote candidates are welcome, with travel accommodations provided for required onsite meetings.</li><li>Occasional quarter-end close periods may require several consecutive days of in-person collaboration.</li><li>Flexible scheduling, including the potential for a condensed workweek, while maintaining availability for key business needs and meetings.</li></ul>
2026-09-03T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 170000 USD / Yearly
Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this opportunity. Fund Accounting Manager | Leading Alternative Investment Firm | San Francisco, CA | Hybrid, 3 days/wk onsite | [compensation breakdown - ex. "Base + Bonus + benefits + profit sharing] Join a leading alternative investment firm with approximately $13 billion in assets under management, investing across private equity, growth equity, venture capital, and other private market strategies through a diversified global portfolio. The firm offers a collaborative environment and broad exposure to institutional investing and fund management. They are seeking a Fund Accounting Manager with a strong technical foundation and a disciplined, results-driven approach. This individual will be expected to operate with a high degree of ownership, sound judgment, and attention to detail, while effectively managing competing priorities and communicating across internal teams and external stakeholders. Key Responsibilities:<ul><li>Develop and maintain a thorough understanding of the financial reporting processes and general ledger structure.</li><li>Review quarterly and annual fund financial statements to ensure accuracy, completeness, and compliance with US GAAP.</li><li>Partner with Finance leadership to manage the audit and tax process, including coordination with external service providers, research of technical accounting and tax matters, and oversight of deliverables.</li><li>Monitor cash levels for various Funds and forecast cash requirements.</li><li>Review capital calls and distributions to limited partners.</li><li>Review capital calls and distributions relating to underlying investments.</li><li>Assist with regulatory compliance, as needed.</li><li>Collaborate with Finance leadership to support overall department and company goals and objectives.</li><li>Evaluate existing processes and implement improvements to enhance efficiency while maintaining accuracy and control.</li><li>Respond to limited partner inquiries and ad hoc reporting requests in a timely and accurate manner.</li><li>Provide guidance on complex or non-routine transactions and reporting matters.</li><li>Lead, mentor, and develop junior team members, fostering a high-performance environment.</li></ul>
2026-09-14T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting Manager | Venture Capital Firm | San Francisco; Hybrid - 1-2 Days Onsite | Base + Bonus + Carry Join a growing Bay Area venture capital firm investing in early-stage frontier and climate technologies, with approximately $800M in AUM and the backing of a globally recognized organization. This is an opportunity to combine the resources and stability of an institutional platform with the broad exposure and ownership of a lean investment team. Working closely with the CFO and Controller, you'll gain hands-on exposure across the full fund lifecycle, including capital activity, financial reporting, waterfalls, carry, valuations, tax, and investor reporting. The firm offers strong compensation, bonus + carry potential, flexible work arrangements, excellent benefits, subsidized lunches, and a supportive leadership team. Responsibilities<ul><li>Manage end-to-end capital calls and distributions </li><li>Prepare journal entries, reconciliations, and monthly/quarterly closes</li><li>Maintain portfolio investment activity, valuations, and statements of investments</li><li>Build and review American and European waterfall models </li><li>Calculate carried interest, hurdle rates, and capital statements </li><li>Maintain fund accounting systems and ensure data accuracy</li><li>Coordinate with external tax providers and review fund tax returns</li><li>Prepare LP and parent company reporting </li><li>Respond to investor inquiries related to capital activity, statements, and K-1s</li><li>Support portfolio investment and fund-of-fund activity</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-18T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Jennifer Fukumae with Robert Half Finance & Accounting 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. If you're currently in public accounting at the Manager or Senior Manager 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. Responsibilities<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>
2026-09-04T00:00:00Z

Trust Accountant

Walnut Creek, CA
onsite
Temporary to Hire
30 - 40 USD / Hourly
We are looking for an experienced Trust Accountant to join a legal organization in Walnut Creek, California in a contract capacity with the potential to become permanent. This position supports the firm’s finance operations by managing trust accounting activities, maintaining compliance with state-specific requirements, and partnering with attorneys and internal accounting teams across a high-volume environment. The ideal candidate brings strong accounting knowledge, sound judgment, and the ability to handle detailed financial transactions with accuracy and professionalism. Responsibilities: • Monitor trust account activity to ensure handling practices align with applicable state rules and internal financial standards. • Apply incoming funds to the appropriate trust accounts, and carry out settlements and refunds based on attorney direction. • Move approved balances to operating accounts to cover receivables, vendor obligations, and related payments. • Prepare and post matter-level journal entries in the accounting system to maintain complete and accurate transaction records. • Review aged and outstanding checks, investigate discrepancies, and support timely resolution of unreconciled items. • Produce trust balance reports, financial summaries, and ad hoc analyses requested by attorneys or leadership. • Perform bank reconciliations, clear open items, and maintain accurate trust account balances. • Partner with Accounts Payable, Collections, General Ledger, and Cash Receipts teams to support coordinated financial processing. • Contribute to trust accounting initiatives, including control improvements, procedure enhancements, 1099 preparation, and other assigned projects.
2026-09-16T00:00:00Z

Treasury & Banking Manager

San Francisco, CA
onsite
Permanent / Full Time
100000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Treasury & Banking Manager | Financial Institution | San Francisco; Hybrid Join an independent, relationship-driven financial institution known for personalized service, community connection, and a collaborative culture. With a close-knit team and entrepreneurial environment, this is an opportunity to have visible impact and help shape the business without layers of bureaucracy. Lead key areas across treasury management, digital banking, and client solutions while partnering directly with relationship managers, clients, and internal teams. The role offers competitive compensation + bonus, strong benefits, retirement matching, generous PTO, and the opportunity to make a meaningful impact in a growing organization. Responsibilities<ul><li>Partner with clients and relationship managers to identify treasury and digital banking needs</li><li>Drive treasury management and digital banking sales and service initiatives</li><li>Help shape product and business strategy</li><li>Evaluate offerings and identify opportunities for improvement and expansion</li><li>Collaborate with product and customer support teams</li><li>Oversee day-to-day treasury and digital banking activities</li><li>Lead, mentor, and develop a small team</li><li>Troubleshoot issues and develop practical client solutions</li><li>Drive process improvements and operational enhancements</li><li>Serve as a key cross-functional partner across the organization</li><li>Adapt to changing business needs and wear multiple hats</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-09T00:00:00Z