81 Results for Tax Director Jobs in San Ramon, CA

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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.
2026-10-02T00:00:00Z

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.
2026-10-16T00:00:00Z

Tax Director/Manager - Corporate

San Francisco, CA
onsite
Permanent / Full Time
200000 - 275000 USD / Yearly
We are looking for an experienced tax and treasury leader to guide a growing corporate function in San Francisco, California. This senior-level opportunity is ideal for someone who can shape global tax and cash management strategy while supporting expansion, operational scale, and cross-border financial activities. The role combines strategic oversight with hands-on leadership across corporate tax, treasury operations, liquidity planning, and banking relationships. Responsibilities: • Lead the company’s corporate tax and treasury activities, establishing frameworks, controls, and priorities that support long-term business growth. • Direct global cash planning efforts by managing liquidity strategy, forecasting cash needs, and improving visibility into capital availability across the organization. • Oversee domestic and international tax matters, including corporate income tax compliance, annual tax provision activities, and transfer pricing coordination. • Manage relationships with banking partners and financial institutions to strengthen international banking operations and support efficient cash management practices. • Partner with executive leadership on mergers, acquisitions, and global expansion initiatives by assessing tax exposure, treasury implications, and integration needs. • Build and enhance scalable processes for tax reporting, treasury operations, and compliance to support a growing and evolving business environment. • Provide leadership across finance-related functions by aligning tax and treasury priorities with broader operational and strategic objectives. • Support the effective use of financial systems and tools, including NetSuite and tax compliance platforms, to improve reporting accuracy and process efficiency.
2026-10-01T00:00:00Z

Tax Manager - Public

Oakland, CA
onsite
Permanent / Full Time
135000 - 160000 USD / Yearly
We are looking for an experienced Tax Manager to join a respected public accounting firm in Oakland, California. This position offers the opportunity to work closely with firm leadership on a diverse portfolio of tax matters, combining technical review responsibilities with strategic client advisory support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities. Responsibilities: • Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery. • Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives. • Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders. • Manage examinations and inquiries from taxing authorities, coordinating responses and guiding matters through resolution. • Oversee multiple client assignments at once, balancing deadlines, staffing, and quality expectations in a fast-moving public accounting setting. • Provide leadership to tax team members by reviewing work, offering coaching, and supporting their ongoing technical development. • Partner with firm leadership on client service plans, engagement strategy, and initiatives that strengthen the tax practice. • Maintain strong client relationships through responsive communication, sound judgment, and consistent delivery of high-quality work.
2026-09-21T00:00:00Z

Tax Preparer

Oakland, CA
onsite
Temporary / Contract
40 - 45 USD / Hourly
We are seeking a Tax Preparer for a contract-to-hire opportunity with flexible hours based on the right candidate’s availability and experience. This role can be structured as either part-time or full-time and is ideal for a tax professional who is comfortable preparing a variety of tax returns in a fast-paced environment. The ideal candidate will have hands-on experience with individual and business tax preparation and must have recent experience using Lacerte. This position offers the opportunity to join a growing team with long-term potential. Key Responsibilities:<ul><li>Prepare and review individual, corporate, partnership, and/or trust tax returns</li><li>Gather, organize, and analyze client financial and tax documentation</li><li>Ensure accuracy and completeness of tax filings in compliance with current tax laws</li><li>Communicate with clients and internal team members regarding tax documents, deadlines, and follow-up items</li><li>Identify and resolve tax-related issues and discrepancies</li><li>Assist with tax planning and other special projects as needed</li><li>Maintain confidentiality and professionalism when handling sensitive financial information</li></ul>
2026-10-13T00:00:00Z

Tax Preparer

San Mateo, CA
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
We are looking for an experienced Tax Preparer to support individuals and closely held businesses with accurate, timely tax filing services in San Mateo, California. This position focuses on preparing returns, guiding clients through documentation needs, and explaining filing outcomes in a clear and thorough manner. The role also offers the chance to contribute to broader tax planning and compliance efforts while working closely with colleagues to maintain high technical standards. Responsibilities: • Prepare federal and state income tax returns for individual clients, LLCs, and S corporations with a strong focus on accuracy and completeness. • Examine prior-year tax filings to identify inconsistencies, carryforward items, and opportunities to improve current-year reporting. • Communicate directly with clients to request records, clarify financial details, and gather supporting tax documentation. • Conduct client meetings to review income sources, deductible expenses, credits, and other tax-related factors needed for return preparation. • Present completed tax results to clients and explain filing steps, expected obligations, and applicable deadlines. • Provide guidance across core tax matters such as compliance, planning considerations, and tax research needs. • Submit federal, state, and local tax filings, including extensions and estimated quarterly payments, using tax preparation software. • Partner with fellow colleagues to confirm correct application of tax rules, forms, and preparation methods before returns are finalized. • Support the firm's long-term client service goals and contribute to a practice environment with potential for future leadership growth.
2026-10-13T00:00:00Z

Tax Preparer

Campbell, CA
onsite
Permanent / Full Time
175000 - 250000 USD / Yearly
Key ResponsibilitiesTax Leadership & Strategy<ul><li>Lead and oversee the firm's tax function, including tax compliance, planning, research, and client advisory services.</li><li>Serve as the firm's primary internal tax expert and resource for complex client matters.</li><li>Develop and implement tax strategies for high-net-worth individuals, families, business owners, trusts, estates, and closely held entities.</li><li>Identify tax planning opportunities across clients' investment, business, estate, and wealth structures.</li><li>Work closely with the firm's investment, wealth planning, and client advisory teams to integrate tax considerations into broader wealth strategies.</li><li>Help establish and develop the firm's long-term tax service offering and infrastructure.</li></ul>Estate, Gift & Trust Tax<ul><li>Advise clients on estate and gift tax planning, wealth transfer strategies, and lifetime gifting.</li><li>Work with attorneys and estate planning professionals on sophisticated estate structures.</li><li>Review and advise on trusts, family entities, charitable planning, and intergenerational wealth transfers.</li><li>Oversee preparation and/or review of estate, gift, and trust tax returns.</li><li>Assist with estate administration and post-mortem tax planning where appropriate.</li></ul>Partnership & Investment Tax<ul><li>Lead tax planning and compliance for partnerships, LLCs, S corporations, and other closely held entities.</li><li>Advise on complex partnership structures, allocations, distributions, capital accounts, and transactions.</li><li>Review K-1s and complex investment tax reporting.</li><li>Advise clients regarding the tax implications of private equity, venture capital, real estate, carried interests, and other alternative investments.</li><li>Coordinate tax reporting across individual, trust, partnership, and investment structures.</li></ul>Individual Tax<ul><li>Oversee complex individual tax returns for high-net-worth clients.</li><li>Provide proactive tax planning throughout the year rather than focusing solely on compliance.</li><li>Address issues involving investment income, capital gains, charitable giving, business interests, equity compensation, and other complex sources of income.</li><li>Review federal and state tax implications for clients with multi-state or multi-jurisdictional exposure.</li></ul>Client & Advisor RelationshipsDevelop trusted relationships with clients and become a key member of their broader professional advisory team.Work closely with clients' estate attorneys, investment professionals, CFOs, family offices, and other advisors.Participate in client meetings and present sophisticated tax concepts in a clear, practical manner.Act as a strategic advisor rather than simply a tax return preparer.Team & Practice DevelopmentManage and mentor tax staff and outside tax resources as the tax function grows.Establish processes, standards, and quality controls for tax compliance and advisory work.Build a scalable tax practice appropriate for a boutique wealth management firm.Stay current on federal and state tax legislation and emerging planning opportunities
2026-10-05T00:00:00Z

Tax Preparer

San Mateo, CA
remote
Temporary / Contract
25.3365 - 29.337 USD / Hourly
Tax Preparer / Tax AssociateEmployment Type: Contract-to-HireExperience Level: 2–5 YearsAbout the OpportunityJoin a growing CPA firm in Silicon Valley seeking a motivated Tax Preparer / Tax Associate with hands-on individual tax return experience and a desire to build a long-term career in public accounting. This is an excellent opportunity to work directly with an experienced CPA, gain exposure to a growing client base, and take on increasing responsibility as the firm expands.The ideal candidate has completed at least 2–3 tax seasons, brings a strong foundation in individual tax preparation, and is eager to grow beyond day-to-day tax support into a more independent client-facing and tax preparation role.Key Responsibilities<ul><li>Support the CPA with day-to-day tax preparation and administrative workflows, including organizing and processing client tax documents.</li><li>Review uploaded client documentation for completeness and accuracy, identify outstanding items, and prepare open-item lists for clients.</li><li>Coordinate directly with clients to request missing documentation, clarify information, and keep tax engagements moving forward.</li><li>Consolidate client documents and supporting schedules into organized PDF files and maintain accurate electronic client records.</li><li>Prepare tax files for CPA review and assist with addressing review notes and following up on outstanding client items.</li><li>Assist with individual income tax return preparation and gradually take on additional tax-related responsibilities as experience and proficiency grow.</li><li>Support tax workflow management, deadlines, and client communications throughout the tax season and year-round.</li><li>Identify opportunities to improve processes, streamline workflows, and leverage technology to increase efficiency.</li></ul>
2026-10-12T00:00:00Z

Director of Revenue

San Francisco, CA
onsite
Permanent / Full Time
175000 - 250000 USD / Yearly
We are looking for an experienced Director of Revenue to lead revenue accounting operations for a fast-growing organization in San Francisco, California. This role is responsible for guiding revenue recognition strategy, overseeing the full order-to-cash process, and ensuring accurate financial reporting in a complex, high-volume environment. The ideal candidate brings strong technical accounting expertise, a hands-on approach to building scalable processes, and the ability to work closely with data and engineering teams to support reliable revenue outcomes. Responsibilities: • Lead the company’s revenue accounting function, with accountability for accurate recognition practices and oversight of the complete order-to-cash cycle. • Direct revenue operations for a high-volume, consumption-based business model, ensuring financial results align with contractual terms and credit usage activity. • Develop and strengthen scalable revenue processes, controls, and supporting documentation to enable growth in a startup or rapidly expanding environment. • Partner closely with engineering and data teams to validate the completeness, integrity, and usability of credit-consumption information used in revenue reporting. • Manage the accounting treatment for complex transactions across multiple entities, currencies, and intercompany arrangements. • Oversee audit support activities by maintaining clear audit trails, preparing schedules, and improving readiness for external review. • Utilize systems such as NetSuite and related revenue management tools to improve accuracy, automation, and operational efficiency. • Provide leadership on technical accounting matters related to ASC 606 and ensure revenue policies remain compliant and consistently applied.
2026-10-05T00:00:00Z

Director of Accounting

South San Francisco, CA
onsite
Permanent / Full Time
220000 - 240000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION We are looking for an experienced Director of Accounting to lead core accounting operations for a growing biotech organization in South San Francisco. This role will guide financial close activities, oversee clinical and operational accounting, and help strengthen reporting accuracy across the business. The position offers strong visibility with cross-functional leadership and the chance to shape a scalable accounting function in a fast-moving environment. Responsibilities:• Direct the month-end, quarter-end, and year-end close cycles, ensuring timely completion of journal entries, balance sheet reconciliations, accruals, prepaid accounting, and cash-related transactions.• Oversee accounting for clinical development spending by managing study accruals and working closely with Clinical Operations to maintain accurate cost tracking and reporting.• Lead day-to-day operational accounting activities, including regulatory reporting related to 1099 and 1042 filings as well as sales and use tax compliance.• Maintain adherence to U.S. accounting standards, internal control expectations, and established company accounting policies across all assigned areas.• Collaborate with technical accounting and external auditors to support audits, compliance efforts, and the resolution of complex accounting matters.• Improve accounting workflows by identifying opportunities for automation and better use of systems such as NetSuite, Excel, BlackLine, and AI-enabled tools.• Manage and develop members of the accounting team, fostering accountability, careful growth, and a collaborative team culture.• Balance strategic leadership with hands-on execution, stepping into detailed accounting work when needed to support business priorities.
2026-10-14T00:00:00Z

Director of Accounting

Santa Clara, CA
onsite
Permanent / Full Time
140000 - 175000 USD / Yearly
We are looking for an experienced Director of Accounting to lead core financial activities and support day-to-day business operations. This role will oversee accounting functions, deliver accurate financial insights, and help guide planning through reporting, forecasting, and cash oversight. The position also manages a small team and serves as a trusted partner to executive leadership by presenting clear, decision-ready financial information. Responsibilities: • Direct accounting operations across payroll, accounts payable, and accounts receivable to maintain accuracy, timeliness, and strong financial controls. • Lead the monthly close process and oversee preparation of financial statements, internal reports, and audit-ready documentation. • Develop forecasts, budgets, and cash flow projections to support planning and short- and long-term business decisions. • Monitor liquidity and manage cash activity to help ensure the organization meets operational and strategic financial needs. • Supervise office and administrative functions that support smooth daily business operations. • Manage and coach a small accounting team, setting priorities, reviewing work, and fostering accountability and development. • Analyze financial data and extract meaningful insights for presentations to senior leadership. • Create clear reporting materials in Excel and PowerPoint to communicate trends, risks, and performance clearly to stakeholders.
2026-10-13T00:00:00Z

Tax Manager - Top Private Equity Firm

San Jose, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Tax Manager | Top Private Equity | San Jose | Base + Bonus + Profit Sharing! Join a premier private equity firm with a highly sophisticated private markets platform and a strong reputation for excellence. This is a unique opportunity to support a newly launched, large-scale fund structure while gaining deep exposure to complex private equity fund tax, partnership structures, and related accounting matters. The role offers significant ownership and visibility, with direct exposure to senior stakeholders and external advisors. The firm also provides an exceptional total rewards package, including strong bonus potential, profit sharing, 100% covered health insurance, long-term incentive participation, meals, wellness benefits, and excellent long-term career growth. Responsibilities<ul><li>Manage tax matters across multiple funds and entities </li><li>Prepare tax allocations, schedules, and supporting workpapers </li><li>Coordinate with external advisors on tax returns and K-1s </li><li>Manage tax deadlines, filings, and ongoing compliance requirements</li><li>Support tax matters for complex private equity and evergreen fund structures </li><li>Partner with internal teams on fund tax reporting and operational matters</li><li>Gain additional exposure to fund accounting based on interest and business needs</li><li>Help build and improve internal tax processes and institutional knowledge</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-07T00:00:00Z

Property Accountant

Palo Alto, CA
onsite
Temporary / Contract
35 - 45 USD / Hourly
Primary Responsibilities<ul><li>Prepare monthly financial statements for assigned properties.</li><li>Record journal entries and reconcile bank and balance sheet accounts.</li><li>Manage tenant billings, rent rolls, and lease-related accounting.</li><li>Perform CAM reconciliations and assist with operating expense recoveries.</li><li>Support budgeting, forecasting, and variance analysis for properties.</li><li>Work with property managers and support year-end audit activity.</li></ul>
2026-10-05T00:00:00Z

Property Accountant

San Francisco, CA
onsite
Permanent / Full Time
90000 - 100000 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. Looking for more than just another accounting job?If you’re a Property or GL Accountant who values stability, work-life balance, and being part of a close-knit team, this could be a great next step.This growing real estate investment, development, and management company has built its accounting team from 2 to 12 employees in just six years. Despite that growth, the culture remains personal, collaborative, and family-oriented. Employees have direct access to the owner, giving you the opportunity to have your work seen, make an impact, and work closely with leadership.And perhaps best of all: this is a true 9-to-5 environment. You can build a career without sacrificing your life outside of work. About the OpportunityThe Property Accountant will play an important role in supporting the accounting and financial operations of the company's real estate portfolio. This is an excellent opportunity for someone who enjoys a hands-on accounting role and wants to work closely with property managers and other stakeholders outside of the accounting team.
2026-10-16T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
110000 - 120000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Fund Accountant📍 San Francisco, CA (Hybrid, 3x per week)🏢 Global Venture Capital Firm💰 Competitive Base + Bonus + Profit Sharing A leading global private investment firm is seeking a Fund Accountant to join its growing finance team. The firm manages multiple investment vehicles across venture capital and growth equity strategies and offers exposure to a diverse portfolio of innovative, high-growth companies. This position provides the opportunity to work closely with senior finance leaders while gaining hands-on experience across fund accounting, investor reporting, capital activity, portfolio investments, and fund operations. The organization is known for its collaborative culture, strong mentorship, and long-term career development opportunities. The RoleThe Fund Accountant will support the day-to-day accounting and operations of multiple investment funds. This individual will be responsible for maintaining fund books and records, processing capital activity, preparing financial reporting, and supporting investor communications. The ideal candidate will bring a strong foundation in private equity, venture capital, fund administration, or public accounting, along with a desire to grow within a fast-paced investment environment. Key Responsibilities<ul><li>Maintain fund general ledgers and record investment transactions, capital activity, expenses, accruals, valuation adjustments, and realized gains/losses.</li><li>Perform monthly cash reconciliations and support treasury-related activities.</li><li>Process investment funding requests, fund expenses, and wire transfers.</li><li>Assist with quarterly and year-end closes, including preparation of financial statements and supporting schedules.</li><li>Calculate and maintain partner capital accounts and investor allocations.</li><li>Support capital call and distribution processes, including preparation of notices and tracking investor activity.</li><li>Maintain investment records, supporting documentation, and portfolio tracking schedules.</li><li>Reconcile portfolio investment data and capitalization tables.</li><li>Manage investor records, transfers, ownership updates, and related reporting.</li><li>Respond to investor inquiries and confirmation requests.</li><li>Coordinate the distribution of financial statements, capital account statements, tax documents, and investor communications.</li><li>Participate in process improvement initiatives and special projects.</li></ul>
2026-10-05T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 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. Robert Half Financial Services is partnering with a high-growth investment firm focused on venture and growth secondaries. The firm is continuing to expand its investment platform. This is an exciting opportunity for a finance professional who wants exposure to a sophisticated private markets environment and the opportunity to work closely with a lean, highly experienced team. The Role<ul><li>Support the financial and accounting activities of the firm's investment funds.</li><li>Partner with Fund Administration and internal Finance/Operations teams on fund reporting and accounting processes.</li><li>Assist with fund reconciliations, cash activity, capital calls, distributions, and investment-related transactions.</li><li>Support financial analysis, reporting, and ad hoc projects across the fund platform.</li><li>Help ensure the accuracy and integrity of financial data and reporting.</li><li>Work closely with internal stakeholders and external service providers in a fast-paced, collaborative environment.</li></ul>
2026-10-16T00:00:00Z

Fund Accountant

Palo Alto, CA
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accountant | Venture Capital Firm | Palo Alto; Hybrid | Base + Bonus + Equity Join a fast-growing VC firm. With strong growth and increasing AUM, this is an opportunity to join the business at an exciting stage of scale. This is a high-visibility, high-ownership role with broad exposure across fund operations, treasury, client service, and cross-functional initiatives. You'll have the opportunity to build scalable processes, leverage automation and AI, and make a direct impact as the platform continues to grow. Responsibilities<ul><li>Support end-to-end fund operations across a large and growing fund platform</li><li>Process capital calls, distributions, wires, and cash activity </li><li>Manage bank reconciliations and monitor fund cash flows</li><li>Support lines of credit, including advances, repayments, and reconciliations</li><li>Track and reconcile fund fees, expenses, and carried interest accruals</li><li>Partner with fund administrators, custodians, banks, and internal teams to resolve breaks</li><li>Support advisors and investors with operational inquiries</li><li>Build more scalable, automated workflows as the platform grows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-07T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Please apply here and message me on LinkedIn for quickest consideration - Jeffrey Abrams A leading San Francisco-based venture capital firm is seeking a Fund Finance and Operations Associate to join its growing finance team. The firm invests across multiple stages in high-growth technology companies and takes a uniquely active approach to supporting its portfolio company founders. You'll be working closely with senior members of the finance team, and you will take meaningful responsibility for the day-to-day accounting, reporting, and operations of the firm's funds and SPVs. Responsibilities include:<ul><li>Run monthly and quarterly closes across funds and SPVs</li><li>Prepare NAVs, capital accounts, allocations, reconciliations, and supporting schedules</li><li>Coordinate with fund administrators, auditors, and tax providers</li><li>Prepare LP reporting and supporting documentation</li><li>Support quarterly portfolio valuations, including comparable-company analysis, valuation models, and draft marks</li><li>Prepare transaction wire packages and maintain cash and investment trackers</li><li>Maintain portfolio data and operational systems with a high degree of accuracy</li><li>Support regulatory and compliance tracking</li><li>Help improve and automate recurring finance processes using modern technology and AI tools (Claude)</li></ul>
2026-10-06T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
110000 - 120000 USD / Yearly
Jeff Abrams is looking for a detail-oriented Fund Accountant to support his client for a financial operations of private equity funds company. This position will play a key role in maintaining accurate fund records, producing periodic financial reporting, and coordinating with internal and external partners on audit, tax, and investor-related matters. The ideal candidate brings strong fund accounting knowledge, sound analytical judgment, and the ability to manage multiple deadlines in a fast-paced environment. Responsibilities:• Oversee fund and general partner ledgers by posting expenses, accruals, intercompany activity, investment entries, and partner allocations with a high level of accuracy.• Prepare quarterly and year-end financial reports for assigned funds, ensuring completeness, consistency, and compliance with reporting standards.• Support the annual audit and tax reporting process by organizing schedules, responding to requests, and working closely with external service providers.• Track liquidity across assigned funds and review cash balances to help ensure timely funding of operational and investment activity.• Calculate and process capital activity, including investor drawdowns and distribution payments, while maintaining accurate supporting records.• Partner with Investor Relations to address limited partner questions by providing reliable financial information and transaction details.• Produce recurring and special-purpose analyses or reports requested by management to support business and fund-level decision-making. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-10-05T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Fund Accountant📍 San Francisco, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus + 401K Match Our client, a well-established private investment and family office platform, is seeking a Fund Accountant to join its finance team. This is an exceptional opportunity for an accounting professional eager to gain hands-on experience supporting complex investment structures while working alongside experienced finance and investment professionals. With a diversified portfolio spanning private equity, venture capital, growth investments, real estate, and alternative assets, the firm offers broad exposure, long-term career development, and a highly collaborative environment where every team member contributes. Position OverviewThe Fund Accountant will play an integral role in supporting fund, investment, and partnership accounting activities across a diverse investment portfolio. This position offers significant exposure to fund operations, financial reporting, investment activity, and investor allocations while working closely with an experienced finance team. The ideal candidate is naturally curious, detail-oriented, collaborative, and excited to build a long-term career within the private investment industry. Key Responsibilities<ul><li>Prepare and maintain fund-level accounting records, journal entries, reconciliations, and supporting schedules.</li><li>Assist with quarterly and annual financial reporting for investment entities and partnerships.</li><li>Track investment activity, capital calls, distributions, allocations, and valuations.</li><li>Support month-end, quarter-end, and year-end close processes.</li><li>Coordinate with external auditors, tax advisors, administrators, and other third-party service providers.</li><li>Review financial data for accuracy and investigate variances or discrepancies.</li><li>Assist with cash management, treasury reporting, and ad hoc financial analyses.</li><li>Support process improvement initiatives and contribute to operational efficiency across the finance function.</li><li>Collaborate closely with accounting, finance, and investment professionals on special projects and strategic initiatives.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-16T00:00:00Z

Tax Manager / Director $160K $225K + Bonus UHNW Clients

San Francisco, CA
onsite
Permanent / Full Time
160000 - 225000 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility🚀 UHNW Clients What if your next tax role wasn't about inheriting someone else's process — but building something of your own? I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities. 💡 What You'll Do<ul><li>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</li><li>Deliver proactive tax planning and strategic advice across complex wealth structures</li><li>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</li><li>Review and sign individual, trust, partnership, and related tax returns</li><li>Build long-term relationships with founders, executives, investors, and their families</li><li>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</li><li>Help design scalable tax processes and service offerings using technology, automation, and AI</li><li>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</li></ul>
2026-10-12T00:00:00Z

Tax Manager / Director $160K $225K + Bonus UHNW Clients

San Mateo, CA
onsite
Permanent / Full Time
160000 - 225000 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility🚀 UHNW Clients What if your next tax role wasn't about inheriting someone else's process — but building something of your own? I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities. 💡 What You'll Do<ul><li>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</li><li>Deliver proactive tax planning and strategic advice across complex wealth structures</li><li>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</li><li>Review and sign individual, trust, partnership, and related tax returns</li><li>Build long-term relationships with founders, executives, investors, and their families</li><li>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</li><li>Help design scalable tax processes and service offerings using technology, automation, and AI</li><li>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</li></ul>
2026-10-12T00:00:00Z

Tax Manager / Director $160K $225K + Bonus UHNW Clients

Oakland, CA
onsite
Permanent / Full Time
160000 - 225000 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility🚀 UHNW Clients What if your next tax role wasn't about inheriting someone else's process — but building something of your own? I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities. 💡 What You'll Do<ul><li>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</li><li>Deliver proactive tax planning and strategic advice across complex wealth structures</li><li>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</li><li>Review and sign individual, trust, partnership, and related tax returns</li><li>Build long-term relationships with founders, executives, investors, and their families</li><li>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</li><li>Help design scalable tax processes and service offerings using technology, automation, and AI</li><li>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</li></ul>
2026-10-12T00:00:00Z

Global Tax & Compliance Director

San Francisco, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for an experienced Global Tax & Compliance Director to lead corporate tax operations and strengthen compliance practices for a complex business environment in San Francisco, California. This role will oversee income tax provision activities, direct corporate tax filing obligations, and guide the effective use of tax technology to support reporting accuracy and operational efficiency. The ideal candidate brings deep technical tax expertise, sound leadership judgment, and the ability to partner across functions to manage risk and improve processes. Responsibilities:<ul><li>Lead global tax compliance, including corporate tax filings, VAT/GST, withholding tax, transfer pricing, and multi-country reporting.</li><li>Manage tax provisions, forecasting, and financial reporting compliance.</li><li>Oversee year-end tax processes, audits, and tax authority inquiries with internal and external partners.</li><li>Advise on domestic and international tax strategies to support business growth and expansion.</li><li>Assess tax risks related to cross-border operations, foreign entities, and permanent establishment matters.</li><li>Improve tax operations through automation, systems enhancements, and technology solutions.</li><li>Handle entertainment industry tax requirements, including multi-state and international filings.</li></ul>
2026-09-21T00:00:00Z

Director of Accounting Services (Controller)

Stockton, CA
onsite
Permanent / Full Time
120000 - 170000 USD / Yearly
Key Responsibilities • Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts. • Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close. • Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations. • Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients. • Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts. • Develop and monitor client-specific accounting policies, procedures, and internal controls. • Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations. • Review work performed by staff/accounting specialists, providing direction, training, and performance feedback. • Coordinate with tax and assurance teams to support year-end engagements and information requests. • Identify process improvement opportunities and implement technology and workflow enhancements for clients. • Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup. • Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management. Qualifications • Bachelor’s degree in accounting, finance, or related field required. • CPA license preferred but not required. • Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities. • Prior experience in a CPA firm or client accounting services environment strongly preferred. • Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations. • Strong understanding of U.S. GAAP for small to mid-sized businesses. • Experience with non-profit organizations and various reporting requirements related to non-profits. • Proven ability to manage multiple client relationships and competing priorities. • Demonstrated leadership skills, including staff supervision, coaching, and delegation. • High level of comfort working in cloud-based and paperless environments. • Excellent communication and client service skills. • Strong organizational skills, attention to detail, and ability to meet deadlines.
2026-10-13T00:00:00Z

81 results for Tax Director in San Ramon, CA