<p>Jackie Meza with Robert Half is looking for an experienced Accounts Receivable Specialist. In this role, you will oversee critical financial processes including billing, collections, and reconciliations. Your expertise in managing accounts receivable and proficiency in Excel will be essential to ensuring accurate financial operations. Contact Jackie Meza at 209.227.6563 </p><p><br></p><p>Responsibilities:</p><p>• Manage accounts receivable processes, including billing and commercial collections, to ensure timely payments.</p><p>• Apply cash payments accurately to customer accounts and resolve discrepancies as needed.</p><p>• Conduct thorough reconciliations of accounts to maintain financial accuracy.</p><p>• Support month-end and year-end closing activities by preparing necessary documentation and reports.</p><p>• Utilize Excel to create pivot tables and formulas for financial analysis and reporting.</p><p>• Communicate with customers to resolve outstanding balances and negotiate payment terms.</p><p>• Monitor accounts for overdue payments and take appropriate collection actions.</p><p>• Collaborate with internal teams to ensure accurate and efficient financial operations.</p><p>• Maintain detailed financial records and ensure compliance with company policies and procedures.</p><p>• Provide regular updates and reports on accounts receivable performance to management.</p>
<p>Part-time AP Clerk</p><p>$40-$41/hour</p><p>18 - 20 hours per week</p><p>● Set up new vendors in the financial system and ensure the W9 information is accurately entered into the system to process 1099 forms at year-end properly. </p><p>● Match all purchase orders to invoices. </p><p>● Review all invoices/expense reports for proper documentation, GL account coding, and approval before payment processing. </p><p>● Prepare all checks and ACH bank drafts, match invoices to checks, obtain all check signatures, and distribute checks. </p><p>● Prepare analysis of vendor accounts, as required. </p><p>● Reconcile vendor statements and research and correct discrepancies. </p><p>● Maintain good relationships with vendors, answer all vendor inquiries, and ensure our accounts are in good standing. </p><p>● Maintain all accounts payable reports and respective vendor payable files. </p><p>● Review the AP aging report monthly and follow up on all outstanding payables over 30 days. </p><p>● Match the AP aging report to the accounts payable general ledger balance monthly. </p><p>● Prepare and report 1099s to IRS and vendors at year-end. </p><p>● Manage and reconcile school credit card balances and payments. </p><p>● Work with facilities on maintaining school vehicle registrations, gas & maintenance receipts. </p><p>● Review and follow up with outstanding checks and report unclaimed property. </p><p>● Maintain office supply inventory and order as needed. </p><p>● Manage postage & coffee/water machines and staff coffee/tea supplies. </p><p>● Obtain ABC License (Alcoholic Beverage Control) for fundraising events. </p><p>● Ensure all reporting deadlines are met. </p><p>● Assist in the annual audit, prepare all required AP schedules, and pull files for the auditors.</p>
<p>We are looking for a meticulous and experienced Accounts Payable Specialist to join our team on a long-term contract basis in San Francisco, California. In this role, you will handle crucial financial processes, including invoice management and payment operations, ensuring accuracy and compliance with company policies. This position requires someone who is detail oriented and has a strong understanding of accounts payable procedures, particularly in D2C eCommerce and consumer packaged goods industries.</p><p><br></p><p>Responsibilities:</p><p>• Process and review both purchase order (PO) and non-PO invoices, ensuring accurate coding and compliance.</p><p>• Coordinate with internal teams to address and resolve discrepancies related to purchase orders and vendor issues.</p><p>• Facilitate the timely approval and processing of payments for invoices.</p><p>• Maintain organized and accurate records of all accounts payable transactions.</p><p>• Support month-end closing activities by preparing reports and performing reconciliations.</p><p>• Ensure adherence to internal controls and company policies throughout all accounts payable operations.</p><p>• Assist with special projects and ad-hoc tasks within the finance department.</p><p>• Collaborate with colleagues to improve efficiency in accounts payable workflows and systems.</p>
<p>We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
<p>We are looking for a dedicated Controller to lead financial operations and provide strategic guidance for our clients organization in the Stanislaus County. This role requires expertise in accounting, budgeting, compliance, and leadership to ensure the company’s financial health and efficiency. The ideal candidate will drive financial reporting accuracy, uphold internal controls, and contribute to long-term business strategies. Contact Edgar Gonzalez if interested 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting activities, including general ledger, accounts payable, accounts receivable, and payroll management.</p><p>• Prepare and analyze monthly, quarterly, and yearly financial statements to ensure accuracy and compliance.</p><p>• Lead the annual budgeting process in collaboration with the executive team and monitor budget performance.</p><p>• Develop and maintain robust internal controls to safeguard company assets and ensure compliance with policies and regulations.</p><p>• Mentor and manage the accounting team, fostering growth and accountability.</p><p>• Provide financial insights and analysis to support decision-making across operations, sales, and credit functions.</p><p>• Monitor cash flow, working capital, and oversee customer credit approvals and collections.</p><p>• Maintain strong banking relationships and support financing activities as needed.</p><p>• Partner with senior leadership to align financial strategies with organizational goals.</p><p>• Identify opportunities to enhance profitability and operational efficiency through strategic initiatives.</p>
<p>Colleen McAuliffe with Robert Half is looking for an experienced Senior Accounts Payable Specialist to join our client's team in South San Jose area, California. In this role, you will oversee the full accounts payable cycle, ensuring accuracy, compliance, and efficiency in processing high volumes of invoices and payments. The ideal candidate will have a proactive approach to problem-solving, strong organizational skills, and a commitment to improving processes within the AP function.</p><p><br></p><p>Responsibilities:</p><p>• Process a large volume of vendor invoices, including 2-way and 3-way match, as well as non-PO invoices, while ensuring proper coding and approval.</p><p>• Manage weekly and monthly payment runs, including electronic transfers, wires, and checks.</p><p>• Review and reconcile vendor statements, addressing discrepancies and resolving issues promptly.</p><p>• Collaborate with the Procurement team to optimize purchasing and payment workflows.</p><p>• Maintain vendor records by updating master data, collecting W-9 forms, and ensuring tax identification compliance.</p><p>• Prepare and submit annual 1099 forms accurately and on time.</p><p>• Assist with month-end closing activities, including AP accruals, reconciliations, and journal entries.</p><p>• Act as the primary escalation point for complex accounts payable issues and vendor concerns.</p><p>• Identify and implement improvements to AP processes, including automation initiatives.</p><p>• Review and process employee expense reports, ensuring adherence to travel and expense policies.</p>
<p>Robert Half’s Full-Time Engagement Professionals (FTEP) team is seeking a Full Charge Bookkeeper with strong GAAP knowledge, excellent communication skills, and a proactive, solution-oriented approach. In this full-time role, you’ll have the opportunity to prepare financial reports, manage accounts, reconcile balances, and deliver effective solutions across diverse client projects. If you’re ready to make an impact as part of our FTEP team, apply today.</p><p><br></p><p>To apply, connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly to my email listed there. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage full-cycle Accounts Payable and Accounts Receivable</li><li>Verify, allocate, and post financial transactions accurately</li><li>Maintain and balance the general ledger in accordance with GAAP</li><li>Perform bank and credit card reconciliations</li><li>Handle month-end and quarter-end closing activities</li><li>Process payroll in a timely and accurate manner</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Support additional accounting projects and initiatives as requested</li></ul>
<p>Natalie Lue with Robert Half is partnering with a dynamic, multi-location, multi-entity organization based in San Francisco to find an experienced Controller. This thriving company is rapidly expanding and seeks a hands-on leader to own and elevate its accounting function. Experience in retail, hospital, medical, hotels, or other multi-location business models is highly preferred.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Own all aspects of the accounting department, including daily operations, financial consolidations, and financial close</li><li>Manage quarterly financial reporting for external lenders, including non-controlling interests and consolidations</li><li>Lead annual audits and coordinate with outside auditors</li><li>Oversee preparation and submission of K-1 filings and annual tax documents.</li><li>Institute and refine accounting policies and approval processes, especially for AP and company credit cards (currently managed via Ramp)</li><li>Drive real-time process improvement to support ongoing business expansion</li></ul><p>Salary range: $175,000–$210,000+ base (DOE), plus comprehensive benefits</p><p>If you are a hands-on, accomplished accounting leader looking to make an impact in a growing organization, apply now or reach out directly to Natalie Lue via LinkedIn to be considered. Referrals welcome. This is a local onsite position in San Francisco and company is not seeking remote candidates.</p>
<p><strong>Finance Manager / Senior Finance Manager</strong></p><p><strong>Palo Alto – 4 days onsite</strong></p><p><strong>$160–180K (up to $190K DOE) + Bonus + Profit Share</strong></p><p> </p><p><strong>Jennifer Fukumae with Robert Half's Finance and Accounting</strong> is partnering with a well-established <strong>venture capital</strong> organization with a long history of investing in innovative, high-growth companies is seeking a <strong>Finance Manager or Senior Finance Manager </strong>to join its Palo Alto team. The firm partners with entrepreneurs across technology, healthcare, and emerging sectors, offering deep domain expertise and a collaborative, hands-on approach. The culture is built on excellence, innovation, and close teamwork across its investment and operations groups.</p><p> </p><p><strong>About the Role</strong></p><p>This position sits within the firm’s finance organization and supports a family of venture capital funds, as well as upper-tier entities and management companies. The ideal candidate brings strong finance and capital planning experience within a fund environment and thrives in a fast-paced, entrepreneurial setting.</p><p> </p><p>The Finance Manager will also support systems improvements, process optimization, and upgrades across platforms such as Investran.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee accounting and financial reporting for multiple entities and funds</li><li>Manage valuation analysis and support portfolio metrics preparation</li><li>Coordinate with fund administrators, auditors, and tax service providers</li><li>Support operational processes, controls, and capital activity</li><li>Contribute to system enhancements, data management initiatives, and special projects</li></ul><p><br></p>
<p>The Accounts Receivable (AR) Specialist with NetSuite experience is responsible for managing the full accounts receivable cycle, including invoice generation, payment processing, cash application, collections, and reconciliations using NetSuite. This role ensures timely and accurate processing of customer payments and works closely with cross-functional teams to resolve discrepancies, maintain documentation, and support month-end close processes. The AR Specialist also leverages NetSuite’s automation features to optimize AR workflows and reporting.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and distribute invoices via NetSuite, ensuring accuracy and timely delivery</li><li>Apply payments, reconcile customer accounts, and manage the AR aging report</li><li>Follow up with customers regarding outstanding balances and resolve payment issues</li><li>Collaborate with internal teams to address billing inquiries, disputes, and adjustments</li><li>Support month-end close activities related to accounts receivable</li><li>Maintain accurate records and documentation in line with company and audit standards</li><li>Recommend and implement process improvements using NetSuite functionality</li></ul><p><br></p>
<p>We are looking for a meticulous Controller to oversee document management processes and ensure the accurate compilation and scanning of essential records. This role requires someone who is highly attentive to detail, skilled in maintaining organized systems, and capable of ensuring compliance with documentation standards. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Leadership:</strong> Lead the Accounting Department, collaborate with management, and keep partners informed to ensure financial services meet expectations.</p><p><strong>Supervision:</strong> Oversee Accounting Manager and staff, drive process improvements, ensure fair policy implementation, hold team meetings, and support a positive, productive work environment.</p><p><strong>Financial Management:</strong> Manage budgets, revenue models, and reporting systems. Review statements, monitor variances, control costs, and oversee cash flow, credit lines, and loans.</p><p><strong>Partnership Accounting & Taxes:</strong> Handle partnership tax submissions, work papers, partner capital accounts, and quarterly/annual tax schedules.</p><p><strong>Retirement Plans:</strong> Coordinate with HR and leadership on retirement plan financials; assist with committee meetings.</p><p><strong>Banking:</strong> Maintain bank relationships, oversee daily banking activity, account transfers, and system administration for banking programs.</p><p><strong>Policy & Controls:</strong> Safeguard firm assets, enforce accounting policies, and recommend improvements.</p><p><strong>Other Duties:</strong> Prepare tax filings, provide data for partner compensation, track industry trends, and support additional assigned projects.</p>
<p>Our company is seeking an Accounts Payable Specialist who will leverage automation tools to streamline AP processes, enhance accuracy, and improve efficiency. The ideal candidate will have hands-on experience with accounts payable workflows and the use of automation technologies or AP automation platforms.</p><p>Key Responsibilities:</p><ul><li>Process vendor invoices and employee expenses using AP automation software and ERP systems.</li><li>Review, verify, and reconcile invoices and resolve discrepancies in a timely manner.</li><li>Monitor automated payment runs (ACH, wires, checks) and follow up on exceptions.</li><li>Collaborate with vendors and internal stakeholders to resolve payment or invoice issues efficiently.</li><li>Maintain accurate AP records and ensure data quality within automated tools and systems.</li><li>Assist in month-end closing by preparing reconciliations and reviewing automated reports.</li><li>Support the implementation and optimization of new automation features and tools.</li><li>Ensure compliance with company policies, internal controls, and regulatory standards.</li><li>Participate in AP process improvement initiatives, leveraging automation to drive results.</li></ul><p><br></p>
We are looking for an experienced and detail-focused Controller to join our team in Fremont, California. This role is ideal for a finance expert with a strong background in accounting principles, financial regulations, and leadership skills, particularly within the construction industry. The Controller will play a key role in managing financial operations, ensuring compliance, and contributing to strategic decision-making.<br><br>Responsibilities:<br>• Oversee the preparation and accuracy of financial statements and reports in accordance with regulatory standards.<br>• Manage accounting processes such as percentage-of-completion revenue recognition and standard costing procedures.<br>• Lead the implementation and maintenance of accounting systems, including Trimble Viewpoint Spectrum, Vista, and FileMaker Pro.<br>• Develop and mentor team members, fostering growth and building a collaborative work environment.<br>• Ensure compliance with financial regulations and reporting requirements, including US GAAP standards.<br>• Collaborate with various stakeholders including clients, employees, and management to support organizational goals.<br>• Analyze financial data to identify errors, implement solutions, and optimize processes.<br>• Provide strategic recommendations to senior leadership based on financial analyses.<br>• Monitor and manage organizational budgets, ensuring alignment with business objectives.<br>• Drive organizational planning and decision-making through strategic financial insights.
We are looking for an experienced Revenue Manager to join our team on a contract basis in San Francisco, California. This role is ideal for professionals with a strong background in revenue accounting and technical expertise in ASC 606 compliance. The position will involve collaborating with cross-functional teams to ensure accurate revenue recognition and reporting.<br><br>Responsibilities:<br>• Develop and implement processes for contract assessments and documentation related to ASC 606 compliance for long-term revenue streams.<br>• Analyze and interpret revenue contracts, working closely with legal and sales teams to clarify complex terms and conditions.<br>• Prepare and manage deferred revenue waterfall schedules to ensure accurate financial reporting.<br>• Investigate discrepancies between existing and newly developed waterfall schedules, providing clear explanations for variances.<br>• Collaborate with relevant departments to ensure seamless integration of revenue accounting practices.<br>• Provide expertise in healthcare revenue cycle management and accounts receivable processes.<br>• Utilize advanced Excel functions, such as pivot tables and lookups, to streamline data analysis and reporting.<br>• Maintain compliance with regulatory standards and ensure adherence to established revenue recognition policies.<br>• Deliver clear and concise communication across departments to support operational efficiency.<br>• Identify challenges within revenue accounting processes and implement effective solutions.
<p>Our client is a small but rapidly growing construction firm located in Sunnyvale, CA. The team prides itself on delivering high-quality projects to its clients and is seeking a detail-oriented Bookkeeper to help support their ongoing expansion.</p><p>Position Summary: The Bookkeeper will play a key role in maintaining accurate financial records, processing transactions, and supporting the day-to-day accounting operations. Working closely with the project management and operations teams, this role will ensure efficient, timely, and accurate financial management using Sage 300 (Timberline).</p><p><br></p><ul><li>Manage day-to-day bookkeeping tasks, including accounts payable/receivable, bank reconciliations, and general ledger maintenance</li><li>Enter, code, and process invoices; track payments and deposits aligned with construction project schedules</li><li>Process and reconcile payroll and subcontractor payments</li><li>Maintain accurate records of job costs, project billings, change orders, and retention</li><li>Reconcile bank statements and credit card transactions monthly</li><li>Generate regular financial reports for management, including cash flow, expense tracking, and job profitability</li><li>Coordinate with project managers to ensure expenses and billing align with project milestones and contracts</li><li>Prepare documentation for tax filings and year-end audits as required</li><li>Assist with budgeting, forecasting, and supporting the implementation of better financial controls and procedures</li><li>Ensure compliance with company policies and regulatory requirements for the construction industry</li></ul><p><br></p>
<p>Jackie Meza with Robert Half is looking for an experienced Controller to join a team in Modesto, California, specializing in asset recovery and financial management. This leadership role offers an exciting opportunity to oversee financial operations, drive strategic planning, and ensure compliance while contributing to a dynamic and inclusive workplace. Contact Jackie Meza from Robert Half at 209.227.6563</p><p><br></p><p>Responsibilities:</p><p>• Manage the accounting department, including oversight of payroll, invoicing, reconciliations, and financial reporting.</p><p>• Develop and maintain accurate budgets, ensuring alignment with organizational goals.</p><p>• Prepare and analyze financial statements, providing actionable insights to support decision-making.</p><p>• Monitor cash flow and implement strategies to optimize financial health.</p><p>• Ensure compliance with contracts, insurance policies, and regulatory requirements.</p><p>• Collaborate with the executive team to create financial plans and drive business strategies.</p><p>• Utilize QuickBooks and other financial software to streamline accounting processes.</p><p>• Conduct month-end and year-end closings, ensuring timely and accurate reporting.</p><p>• Provide guidance on financial matters related to real estate or construction projects, if applicable.</p><p>• Lead strategic initiatives to enhance operational efficiency and profitability.</p>
<p>Looking for a mostly remote position? We are looking for a skilled Controller to oversee processes and ensure the accuracy and organization of business records. This role requires a detail-oriented individual who thrives in a fast-paced environment and can maintain high standards of efficiency and compliance. Based in Concord, California, this position offers an opportunity to contribute significantly to operational success with a great amount of autonomy and flexibility.</p><p><br></p><p>Responsibilities:</p><ul><li>Prepare GAAP-compliant monthly, quarterly, and annual financial statements for leadership and regulatory compliance.</li><li>Manage annual budgeting and forecasting aligned with business goals and market trends.</li><li>Oversee client billing and collections, ensuring compliance with corporate/insurance guidelines and e-billing platforms.</li><li>Monitor cash flow to meet payroll, vendor, and insurance obligations.</li><li>Coordinate audits and ensure compliance with state bar, tax, and client requirements.</li><li>Analyze performance metrics (billable hours, case expenses, profitability) with practice leaders.</li><li>Implement cost controls to balance expenses with revenue projections.</li><li>Provide strategic financial insights to support growth and client retention.</li><li>Lead internal accounting team for efficiency, compliance, and best practices.</li></ul>
We are looking for an experienced Controller to join our team in Hayward, California. This leadership role will focus on managing financial operations, ensuring compliance, and driving efficiency across various accounting functions. The ideal candidate will have extensive experience in financial oversight, team management, and compliance within the healthcare or non-profit sectors.<br><br>Responsibilities:<br>• Establish and maintain robust internal controls to safeguard revenue, expenses, and program budgets.<br>• Ensure compliance with government regulations and manage contracts effectively.<br>• Lead, develop, and mentor a team of five or more staff members, fostering collaboration and cross-training.<br>• Develop and implement financial policies and procedures to enhance organizational efficiency.<br>• Supervise accurate and timely submission of tax filings, including 990, 5500, W-2s, and other required documents.<br>• Oversee accounts payable, accounts receivable, payroll, and general ledger operations to ensure smooth financial processes.<br>• Manage organizational cash flow and provide recommendations for fund transfers to meet operational needs.<br>• Review reconciliations, journal entries, and financial reports for accuracy and compliance.<br>• Coordinate annual cost report preparation and ensure adherence to funding agreements and contracts.<br>• Facilitate monthly budget meetings with program managers to monitor financial performance and guide cost management.
<p>The Bookkeeper is responsible for:</p><p> </p><ul><li>Managing daily transactions, oversight of accounts and answers questions for the client. </li><li>This includes data input, vendor payments and ensuring accuracy of invoices or credits, client -family misc. payments of bills and expenses</li><li>Review of bank accounts and transactions/postings/credits/deposits and transfers, GL review, entries, reconciling accounts, credit card reconciliations, property taxes, review and oversight of budgets and monthly reports for client. </li><li>Providing information to client on transactions, transferring funds, communication with vendors and providing information as requested or to resolve discrepancies. </li><li>Proficiency with and use of QuickBooks and Excel is Required. </li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ASSISTANT CONTROLLER/CONTROLLER</strong></p><p><strong>155K-175K+BONUS</strong></p><p><br></p><p>Well established real estate development company is seeking an Assistant Controller/Controller to join their expanding team. The position will be managing all aspects of financial reporting and compliance and will play a key role in preparing financial statements, analyzing financial data, and ensuring accuracy and completeness in the company's financial records. The Assistant Controller may also collaborate with auditors, support budgeting and forecasting activities, and help implement internal controls to safeguard the organization's financial integrity. Provide Controller support in managing the financial operations of the accounting department.</p><p><br></p><p>Responsibilities:</p><p>-Manage all aspects of financial reporting for construction projects, ensuring accuracy and adherence to deadlines.</p><p>-Prepare and analyze financial statements (income statements and balance sheets)</p><p>-Review/manage work-in-progress quarterly, working closely with project managers.</p><p>-Manage cash flow with line of credit</p><p>-Oversee accounts payable and accounts receivable processes.</p><p>-Ensure timely and accurate processing of invoices, payments, and collections.</p><p>-Manage payroll functions and compliance with payroll tax requirements.</p><p>-Ensure compliance with local, state, and federal regulatory requirements.</p><p>-Coordinate audits and financial reviews, providing necessary documentation and explanations.</p><p>-Communicate financial information effectively to non-financial stakeholders.</p><p><br></p><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a rapidly scaling investment management firm</strong> to identify a <strong>Tax Manager</strong> to join their team in a <strong>fully remote</strong> capacity.</p><p>This firm operates in a highly academic, collaborative environment and has experienced exceptional growth in assets under management over a short period of time. The team works closely with senior leadership, engineering, and fund operations to support complex tax needs and new fund launches.</p><p><br></p><p><strong>Position Details</strong></p><ul><li><strong>Title:</strong> Tax Manager</li><li><strong>Location:</strong> Fully Remote (U.S.)</li><li><strong>Experience Level:</strong> 5+ years</li><li><strong>Schedule:</strong> Full-time</li></ul><p><br></p><p><strong>Role Overview</strong></p><ul><li>Oversee U.S. tax compliance for assigned funds and related entities, from initial data gathering through final filings</li><li>Review federal and state tax filings and investor reporting for accuracy and completeness</li><li>Serve as a point of contact for investor tax-related questions</li><li>Coordinate with external advisors, banks, legal teams, and internal stakeholders</li><li>Handle time-sensitive tax requests and special projects with precision</li><li>Apply expertise in hedge fund tax considerations, including foreign investor structures and tax exposure analysis</li><li>Partner with fund accounting and operations teams on ongoing processes</li><li>Perform monthly income tax assessments and review pass-through entity tax calculations</li></ul><p><strong>Why This Opportunity</strong></p><ul><li>Fully remote role with strong work-life balance</li><li>Collegial, collaborative culture with excellent team tenure</li><li>Leadership team with deep academic and technical backgrounds (PhD-led organization)</li><li>Exposure to senior leadership and decision-makers</li><li>Opportunity to support new fund launches and process automation initiatives</li><li>Extremely fast-growing organization with significant AUM expansion</li><li>Competitive benefits package, including:</li><li>20 days PTO + 9 sick days</li><li>401(k) with company match</li><li>Premium health benefits comparable to top-tier tech firms</li></ul><p><br></p><p><br></p>
<p>We are looking for an experienced Billing Supervisor/Manager to oversee the daily operations of student billing and account management at our institution in San Francisco, California. This role is pivotal in ensuring the accurate and timely processing of tuition, fees, and other charges, while maintaining detailed financial records and delivering excellent customer service to students and their families. The ideal candidate will also contribute to compliance with institutional policies and collaborate with various departments to guarantee the accuracy of financial accounts. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Generate and distribute tuition and fee statements each term.</p><p>• Record charges, adjustments, payments, and credits to student accounts.</p><p>• Administer and monitor student payment plans for compliance.</p><p>• Process refunds in accordance with Title IV and institutional regulations.</p><p>• Respond to billing and payment inquiries from students and families.</p><p>• Send payment reminders and assist with follow-up on past-due accounts.</p><p>• Collaborate with Financial Aid and Registrar offices to ensure account accuracy.</p><p>• Assist with reconciling student accounts to the general ledger and financial aid records.</p><p>• Maintain current knowledge of student billing policies and procedures.</p><p>• Prepare regular reports on account balances, aging, and payment plans.</p><p>• Perform other related duties as assigned.</p>
<p>We are 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>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Controller| Venture Capital | SF | Hybrid </strong></p><p><br></p><p> Our client is a venture capital firm investing in enterprise software, fintech, and emerging tech. With a lean, collaborative culture, the team focuses on strategic thinking, adaptability, and long-term value creation.</p><p> </p><p>Join a fast-growing team where your work has visible impact. Competitive pay, bonus, and equity, plus close collaboration with senior leadership, make this a high-ownership role in shaping the finance function.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund administration: closes, audits, tax, and valuations</li><li>Manage financial operations: budgeting, forecasting, reporting, and treasury</li><li>Maintain systems for deal tracking, portfolio monitoring, and fund analytics</li><li>Prepare LP communications, management reports, and audit/tax materials</li><li>Coordinate with external partners and internal teams to ensure accuracy and compliance</li><li>Support fundraising and due diligence activities</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced Director/Manager of Financial Reporting to lead and enhance our global financial operations in Fremont, California. This high-impact role demands a strategic thinker capable of driving financial planning, analysis, and reporting for an international organization. The ideal candidate will collaborate closely with senior leadership, ensuring compliance with international and domestic financial standards while contributing to the company's continued growth.<br><br>Responsibilities:<br>• Oversee and manage financial reporting processes, ensuring accuracy and compliance with both GAAP and IFRS standards.<br>• Lead SEC reporting functions, including filing and documentation of financial statements and disclosures.<br>• Collaborate with global teams to align financial reporting practices across international operations.<br>• Drive the preparation of annual financial reports, including EPS and other performance metrics.<br>• Ensure timely and accurate submission of regulatory filings while maintaining adherence to governance policies.<br>• Partner with senior leadership to analyze financial performance and provide actionable insights for strategic decision-making.<br>• Implement and maintain robust financial controls to support organizational growth and mitigate risks.<br>• Manage relationships with external auditors and regulatory bodies to ensure seamless audits and compliance.<br>• Contribute to the development and execution of financial strategies that support the company’s long-term objectives.<br>• Train and mentor team members on financial reporting standards and best practices.
