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14 results for Treasurer in San Rafael, CA

Director/Manager of Treasury

San Ramon, CA
remote
Temporary / Contract
80 - 95 USD / Hourly
Robert Half Management Resources is looking for an experienced treasury leader to guide one of our client's treasury operations on an interim basis. This long-term contract position focuses on strengthening treasury operations, improving liquidity practices, and modernizing banking and cash management capabilities across the business. The ideal candidate will combine strategic oversight with hands-on execution, bringing strong expertise in treasury systems, bank relationship management, and team leadership. Responsibilities:• Direct treasury operations across daily cash activity, liquidity oversight, and short-range cash forecasting to support informed funding decisions.• Lead the deployment and optimization of a treasury workstation, including system setup, workflow design, and coordination with banking platforms and enterprise applications.• Review the existing banking structure and execute a streamlined account strategy by reducing unnecessary accounts, establishing new banking relationships where needed, and updating signer access.• Supervise treasury personnel in their daily work, provide coaching, evaluate team capabilities, and help expand the function through hiring and onboarding as priorities evolve.• Create and formalize treasury procedures, internal controls, and fraud mitigation practices that support consistency and accountability within a distributed team environment.• Partner with internal stakeholders to improve cash management processes and strengthen the connection between treasury activities and Workday-related workflows.• Oversee banking documentation, portal administration, and operational changes required to support an updated treasury infrastructure.• Drive treasury transformation efforts by identifying inefficiencies, recommending practical improvements, and ensuring execution stays aligned with organizational goals.
2026-07-08T00:00:00Z

Bookkeeper

Concord, CA
onsite
Temporary / Contract
28 - 34 USD / Hourly
Our client is seeking a dependable Bookkeeper for an ongoing temp-to-hire opportunity. This role is ideal for a detail-oriented accounting professional who enjoys managing day-to-day financial records, supporting reporting processes, and helping maintain accurate books. The right candidate will be organized, proactive, and comfortable working in a fast-paced environment.Key Responsibilities:<ul><li>Maintain accurate financial records and general ledger entries</li><li>Process accounts payable and accounts receivable transactions</li><li>Reconcile bank statements, credit card accounts, and other balance sheet accounts</li><li>Assist with month-end close and financial reporting support</li><li>Prepare invoices, post payments, and track outstanding balances</li><li>Review financial data for discrepancies and resolve issues as needed</li><li>Support payroll processing and expense tracking, as applicable</li><li>Maintain organized accounting documentation and records</li></ul>
2026-06-26T00:00:00Z

Bookkeeper

San Carlos, CA
onsite
Permanent / Full Time
85000 - 100000 USD / Yearly
BOOKKEEPER/OFFICE MANAGER85K-100K + benefits Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. Responsibilities:•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits•Performs AR/AP tasks while tracking costs and monitoring budget•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.
2026-07-10T00:00:00Z

Bookkeeper

Dublin, CA
onsite
Temporary / Contract
28 - 34 USD / Hourly
Our client is seeking a reliable and detail-oriented Bookkeeper for an ongoing temp-to-hire opportunity. This role is responsible for supporting daily accounting operations, maintaining accurate financial records, and assisting with core bookkeeping functions. This is an excellent opportunity for someone who enjoys working with numbers, staying organized, and contributing to a growing team with long-term potential.Primary Responsibilities:<ul><li>Record and maintain day-to-day financial transactions</li><li>Process accounts payable and accounts receivable activities</li><li>Reconcile bank statements, credit card accounts, and general ledger balances</li><li>Prepare and issue invoices, post payments, and monitor outstanding accounts</li><li>Assist with expense tracking, account reconciliations, and month-end support</li><li>Review records for accuracy and resolve discrepancies in a timely manner</li><li>Maintain organized financial files and supporting documentation</li><li>Support the accounting team with administrative and reporting tasks as needed</li></ul>
2026-06-26T00:00:00Z

Bookkeeper

Pleasanton, CA
onsite
Temporary to Hire
30 - 33 USD / Hourly
We are looking for a part-time Bookkeeper to support accounting and office operations for a property organization. This contract opportunity with potential for a permanent position is ideal for someone who enjoys managing day-to-day financial activity across multiple low-volume entities while staying organized in a fast-paced environment. The role combines hands-on bookkeeping, tenant coordination, and administrative support, with a strong focus on accuracy, follow-through, and clear communication. Responsibilities:• Manage accounts payable and accounts receivable activities for several related entities, ensuring timely processing and accurate recordkeeping.• Communicate with tenants regarding property-related matters and coordinate repair requests with appropriate follow-up to resolution.• Perform bank account reviews and reconciliations on an ongoing basis to monitor activity and identify discrepancies promptly.• Prepare Excel-based schedules, calculations, and supporting worksheets for cash flow reporting and other financial analysis needs.• Assist with month-end accounting by posting journal entries and reconciling general ledger balances.• Review financial records for completeness and accuracy, including account proofing and reconciliation support.• Conduct online research as needed to support operational, property, or accounting-related tasks.• Provide general office coordination and administrative oversight to help maintain smooth daily operations.
2026-07-01T00:00:00Z

Bookkeeper

San Ramon, CA
onsite
Temporary / Contract
28 - 35 USD / Hourly
Our client is looking for a skilled Bookkeeper to join their team in an ongoing temp-to-hire role. This position will support daily accounting functions and help ensure accurate and timely processing of financial transactions. The ideal candidate will have strong bookkeeping fundamentals, excellent organizational skills, and the ability to work efficiently with minimal supervision.Responsibilities:<ul><li>Handle full-cycle bookkeeping functions for daily business operations</li><li>Manage accounts payable and accounts receivable processes</li><li>Reconcile bank accounts and maintain ledger accuracy</li><li>Support payroll entries, expense reports, and account adjustments</li><li>Prepare financial reports and assist with month-end activities</li><li>Monitor records for accuracy, completeness, and compliance</li><li>Communicate with internal teams or vendors regarding billing and payment questions</li><li>Assist with special projects and reporting requests as needed</li></ul>
2026-06-26T00:00:00Z

Fund Accountant

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

Tax Manager

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

Tax Manager

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 210000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! Robert Half is partnering with an established and rapidly growing Registered Investment Advisory (RIA) firm in the East Bay that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience. This is an exceptional opportunity for a Tax Manager to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients. Key Responsibilities<ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul> For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-07-01T00:00:00Z

Director of Tax

Oakland, CA
remote
Permanent / Full Time
200000 - 300000 USD / Yearly
We are looking for an accomplished Director of Tax to oversee a complex tax portfolio supporting SaaS and technology offerings for a fully remote role for a company headquartered in Northern California. This leadership role will guide compliance, regulatory reporting, and strategic tax planning while partnering closely with accounting and business stakeholders. Responsibilities:• Direct the company’s indirect tax activities, ensuring accurate and timely compliance across U.S., Canadian, and other applicable jurisdictions.• Supervise and develop a small team of tax professionals, setting priorities, reviewing work quality, and encouraging ongoing process improvement.• Oversee preparation, review, and submission of transactional tax returns at the state, federal, and provincial levels.• Advise internal partners on the tax impact of new products, services, and commercial initiatives so obligations are identified early and addressed appropriately.• Evaluate opportunities to reduce exposure and improve tax efficiency through thoughtful planning and sound interpretation of applicable rules.• Track legislative and regulatory developments affecting indirect tax, and coordinate updates to processes, controls, and supporting systems as needed.• Serve as the primary point of contact for external advisors, consultants, and tax authorities during planning matters, inquiries, and audit activity.• Collaborate with teams across legal, sales, accounting, and operations to provide practical tax guidance and support business decision-making.• Establish and maintain strong internal controls, documentation standards, and workflow improvements to promote compliance and operational efficiency.
2026-06-12T00:00:00Z

Finance Manager

San Francisco, CA
remote
Temporary / Contract
50 - 65 USD / Hourly
Our technology client is seeking a Deal Desk Analyst to support a fast-moving business. This is a remote, contract position is ideal for someone who thrives in an evolving environment, brings strong commercial judgment, and can create order in situations that involve ambiguity and unconventional deal needs. The right candidate will partner across teams to evaluate opportunities, strengthen financial decision-making, and provide practical support while processes continue to develop. The pay is expected to be between $50-$65/hr. DOE and work location (100% remote). Responsibilities:• Review complex commercial opportunities and provide financial guidance that supports sound business decisions• Shape pricing, contract, and deal terms by balancing revenue goals, risk considerations, and operational feasibility• Partner with sales, finance, and cross-functional stakeholders to manage nonstandard requests and bring structure to urgent priorities• Support quote-to-cash activities, including work related to CPQ processes, pricing accuracy, and deal approvals• Build clear financial analyses and models to assess profitability, investment value, and transaction outcomes• Maintain reliable execution in environments that rely on manual workflows while helping identify opportunities for greater efficiency• Create reporting and decision-support materials that help leadership understand pipeline trends, deal performance, and key financial impacts
2026-07-09T00:00:00Z

Tax Manager | Wealth Management

Concord, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! Robert Half is partnering with an established and rapidly growing Registered Investment Advisory (RIA) firm in the East Bay that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience. This is an exceptional opportunity for a Tax Manager to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients. Key Responsibilities<ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans. </li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals. </li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance. </li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up. </li><li>Respond to tax-related questions from clients and advisory teams throughout the year. </li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards. </li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul> For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-07-11T00:00:00Z

Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

VP, Fund Controller

San Francisco, CA
onsite
Permanent / Full Time
250000 - 325000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. VP, Fund Controller | Investment Management Firm | San Francisco | Hybrid; 2 days onsite | Base + Bonus + Carry Join a well-established investment firm with a strong track record backing high-growth, innovation-driven companies. With significant assets under management and a collaborative, hands-on culture, the firm is continuing to expand across technology and other dynamic sectors. This is a senior leadership role within a lean, high-performing team, offering strong visibility with senior stakeholders, the opportunity to shape and scale a core finance function, and a flexible hybrid setup. There is a strong focus on modernization and process improvement. This is not a maintenance role. You will be expected to improve how things are done, introduce efficiencies, and help drive change as the platform scales. A forward-thinking approach to systems, automation, and emerging tools is highly valued. Responsibilities<ul><li>Lead oversight of fund accounting, managing a small team in a review-focused capacity</li><li>Own financial reporting across multiple investment vehicles</li><li>Manage GP accounting (fees, offsets, fund lifecycle activity)</li><li>Coordinate audit and tax processes with external partners</li><li>Oversee capital activity, investor reporting, and cash management</li><li>Support transaction closings and cross-functional initiatives</li><li>Drive process, systems, and reporting improvements</li><li>Support scaling of the platform as new funds are raised</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z