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70 results for Tax Director in San Ramon, CA

Tax Accountant

Belmont, CA
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
We are seeking an experienced Tax Accountant. This role involves a variety of tax responsibilities, including preparation and review of tax filings, ensuring compliance with state and local regulations, and contributing to the organization through special projects. The ideal candidate will bring strong expertise in tax accounting and demonstrate a commitment to accuracy and collaboration. Key Responsibilities:<ul><li>Prepare and review federal and state income tax returns for partnerships, LLCs, S corporations, and individual taxpayers.</li><li>Maintain organized and detailed tax workpapers and digital tax return files.</li><li>Reconcile partner capital accounts and oversee preferred return schedules.</li><li>Perform complex account reconciliations and process journal entries for tax-related functions.</li><li>Analyze partnership and operating agreements to ensure correct application of relevant tax provisions.</li><li>Research and resolve tax issues, implementing practical solutions as needed.</li><li>Monitor compliance with sales and use tax regulations, Form 1099 reporting, and other business tax filings.</li><li>Liaise with external service providers to address tax-related matters.</li><li>Respond to federal and state tax notices through correspondence with tax authorities.</li><li>Collaborate with accounting and property management teams on special projects.</li></ul>
2026-09-16T00:00:00Z

Tax Manager

San Rafael, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction. Responsibilities: • Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns. • Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients. • Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices. • Maintain and strengthen client relationships through effective communication and exceptional customer service. • Coordinate and manage multiple complex projects while adhering to deadlines and quality standards. • Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies. • Collaborate with partners and team members to develop strategies for client accounts and firm growth. • Promote a culture of teamwork and integrity within the organization. • Identify opportunities for efficiency improvements and implement solutions to enhance operations. • Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
2026-09-01T00:00:00Z

Tax Manager

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 210000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! Robert Half is partnering with an established and rapidly growing Registered Investment Advisory (RIA) firm in the East Bay that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience. This is an exceptional opportunity for a Tax Manager to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients. Key Responsibilities<ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul> For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-09-11T00:00:00Z

Tax Advisor

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

Tax Manager - Public

San Rafael, CA
onsite
Permanent / Full Time
150000 - 190000 USD / Yearly
We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being. Responsibilities:• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.• Develop and implement tax strategies that align with the company's business goals.• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.• Maintain and update the company's tax database regularly.• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.• Consult with executives regarding the tax implications of various corporate strategies.• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.• Perform audits and negotiate tax resolutions with taxing authorities.• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.
2026-09-11T00:00:00Z

Tax Manager - Public

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

Tax Preparer

Palo Alto, CA
onsite
Temporary / Contract
35 - 50 USD / Hourly
The Tax Preparer is responsible for preparing accurate individual, corporate, partnership, and trust tax returns using Lacerte tax software. This role reviews client financial documents, applies current tax laws, identifies deductions and credits, and ensures timely filing in compliance with federal, state, and local regulations. The Tax Preparer may also communicate with clients to gather missing information, answer tax-related questions, and support tax planning and compliance efforts.Key Responsibilities:<ul><li>Prepare federal, state, and local tax returns using Lacerte tax software</li><li>Review client financial records, including W2s, 1099s, K-1s, brokerage statements, and business financials</li><li>Analyze tax documents for completeness and accuracy</li><li>Identify eligible deductions, credits, and tax-saving opportunities</li><li>Ensure compliance with current tax regulations and filing requirements</li><li>Organize and maintain client tax files and supporting documentation</li><li>Communicate with clients to request missing information and clarify tax matters</li><li>Assist with tax notices, amended returns, and other follow-up items as needed</li><li>Meet filing deadlines and manage multiple returns during busy tax seasons</li><li>Stay current on tax law changes and software updates</li></ul>
2026-09-02T00:00:00Z

Director of Accounting

San Jose, CA
onsite
Temporary to Hire
40 - 55 USD / Hourly
Candidate Requirements Technical Qualifications • Experience: At least 3 years in public accounting; CPA is preferred but not mandatory. • Systems: Proficiency with Microsoft Office and QuickBooks Online (QBO); all schools and parishes use QBO. • Audit Skills: Ability to conduct, document, and report on audit procedures, including issuing follow-up letters to parish/school leadership. Soft Skills and Attributes • Independence: Must work effectively with minimal supervision. • Professionalism: Ability to interact with parish and school leaders (often busy and sensitive to interruptions). • Interpersonal Skills: Strong relationship-building with pastors and principals; auditors are often met with resistance. • Religious Affiliation: Practicing Catholic strongly preferred (listed as a requirement in the job description) for smoother integration and understanding of the environment. • Adaptability: Able to navigate different business office structures (some internal, some outsourced accounting).
2026-09-16T00:00:00Z

Trust Accountant

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

Tax Manager - 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 | 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.
2026-09-10T00:00:00Z

Property Accountant

Berkeley, CA
onsite
Temporary / Contract
40 - 47 USD / Hourly
Our company is seeking a skilled Property Accountant on a contract basis to support our property management accounting operations. This role is ideal for professionals with experience managing the accounting and financial reporting for commercial or residential real estate portfolios. You will play a key role in ensuring accurate financial records, supporting budgeting processes, and helping to maintain compliance with internal and external requirements. Key Responsibilities:<ul><li>Prepare and maintain general ledger entries related to property operations.</li><li>Perform monthly, quarterly, and annual financial closings for assigned properties.</li><li>Prepare property income statements, balance sheets, and other financial reports.</li><li>Process accounts payable/receivable and review property-level cash flow.</li><li>Assist with budgets, forecasts, and variance analysis for each property.</li><li>Maintain lease administration, including rent schedules, escalations, and reconciliations.</li><li>Coordinate with property managers, asset managers, and external auditors as needed.</li><li>Ensure compliance with company policies and industry regulations.</li><li>Respond to inquiries related to financial information for managed properties.</li></ul>
2026-09-01T00:00:00Z

Property Accountant

Foster City, CA
onsite
Permanent / Full Time
85000 - 90000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION ACCOUNTANT - PROPERTY ACCOUNTANT Well established full service real estate company is seeking a strong Accountant to join their property accounting department. This company offers stability, growth and great company culture.Responsibilities:-General ledger, month-end close of multiple entities/portfolios-Prepare and review complex account reconciliation and journal entries-Perform analytical review in support of the monthly close process.-Prepare monthly analysis of account variances -Prepare annual audit schedules
2026-09-15T00:00:00Z

Property Accountant

San Francisco, CA
onsite
Permanent / Full Time
90000 - 97000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS STAFF ACCOUNTANT/PROPERTY ACCOUNTANT We are looking for an experienced Property Accountant to join a large well established real estate investment company in downtown San Francisco. In this role, you will manage financial operations for multiple properties, ensuring accuracy, compliance, and efficiency across various accounting processes. This position offers an opportunity to work collaboratively with property managers and other stakeholders while contributing to the organization's financial success. Responsibilities:• Prepare and analyze financial statements and accounting reports, ensuring data accuracy and completeness.• Record journal entries in the general ledger, verifying calculations and reconciling discrepancies.• Conduct bank reconciliations, process wire transfers, and monitor mortgage payments and distributions.• Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control.• Evaluate financial trends and recommend budget adjustments to optimize resource allocation.• Support property transactions, including acquisitions and dispositions, by assessing financial resources and aligning them with organizational goals.• Collaborate with auditors, providing documentation and explanations to facilitate internal and external audits.• Ensure compliance with regulatory standards, internal policies, and industry best practices.• Partner with property managers to assist with financial close activities and address inquiries.• Identify and implement process improvements to enhance efficiency and accuracy in accounting operations.
2026-09-15T00:00:00Z

Property Accountant

San Francisco, CA
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Real Estate Investment, Development & Management CompanySan Francisco Financial District | 100% OnsiteUp to $100,000 + BonusLooking 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. Why You’ll Want to Work Here<ul><li>True 9-to-5 schedule with a strong emphasis on work-life balance</li><li>Stable, growing company with a family-like culture</li><li>Direct access to ownership — your work and ideas have visibility</li><li>Rapid growth — the accounting team has grown from 2 to 12 employees in six years</li><li>100% company-paid Kaiser Silver HMO 70 Plan for employee-only coverage</li><li>3% 401(k) match</li><li>2 weeks of PTO</li><li>9 paid sick days</li><li>National holidays off</li><li>Opportunity to build your career within an established and growing real estate organization</li></ul>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.
2026-09-04T00:00:00Z

Property Accountant

Mountain View, CA
onsite
Temporary / Contract
32 - 42 USD / Hourly
Property AccountantThe Property Accountant is responsible for managing the financial reporting and accounting activities for assigned real estate properties or portfolios. This role typically supports monthly close, reconciliations, budgeting, tenant-related accounting, and financial statement preparation while working closely with property management, operations, and corporate accounting teams. Based on general knowledge.Key Responsibilities<ul><li>Prepare monthly financial statements and supporting schedules for assigned properties. Based on general knowledge.</li><li>Record journal entries, accruals, and other general ledger activity. Based on general knowledge.</li><li>Reconcile bank accounts, balance sheet accounts, and tenant ledgers. Based on general knowledge.</li><li>Review and track accounts payable, accounts receivable, and operating expenses for properties. Based on general knowledge.</li><li>Assist with CAM reconciliations, rent rolls, lease administration support, and tenant billing. Based on general knowledge.</li><li>Support budgeting, forecasting, and variance analysis for property performance. Based on general knowledge.</li><li>Coordinate with property managers to review financial results and resolve discrepancies. Based on general knowledge.</li><li>Assist with audit requests, year-end workpapers, and compliance reporting. Based on general knowledge.</li></ul>
2026-09-01T00:00:00Z

Fund Accountant

Atherton, 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. Menlo Park, CA | Hybrid $115,000-$130,000 base + Bonus + Carry About the OpportunityA leading early-stage venture capital firm is seeking a Fund Accountant to join its finance and operations team. Reporting to the Controller, this role will support accounting, reporting, and fund operations across multiple venture funds and related entities.You’ll work closely with the Controller, CFO, and external fund administrator, gaining broad exposure to fund accounting, investor reporting, audits, tax, and fund operations. This is a great opportunity for someone looking to deepen their VC accounting experience while working on a small, collaborative team.What You’ll Do<ul><li>Support accounting and reporting for multiple venture funds</li><li>Assist with capital calls, distributions, management fees, and fund expenses</li><li>Prepare reconciliations, schedules, and supporting workpapers</li><li>Track investment activity, commitments, and capital balances</li><li>Assist with investor reporting, audits, tax processes, and K-1s</li><li>Support management company and GP accounting, including month-end close</li><li>Partner with the external fund administrator, auditors, and tax providers</li><li>Contribute to process improvements and special projects as the firm grows</li></ul>
2026-09-15T00:00:00Z

Fund Accountant

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Anisa Henry 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. Join a highly regarded, growth-oriented investment management firm with several billion dollars in assets under management. This is an excellent opportunity for a Fund Accountant to work within a lean, collaborative finance team, partnering closely with experienced senior finance leaders and gaining broad exposure across fund operations, accounting, and reporting. The team is collaborative, and entrepreneurial with lots of support for career growth. Highlights:<ul><li>High-visibility role with direct exposure to senior finance leadership.</li><li>Opportunity to join a top-performing investment platform with significant growth.</li><li>Collaborative, approachable team culture with strong mentorship and development opportunities.</li></ul>The ideal candidate will have a background in tax, audit, fund administration, or fund accounting, preferably with experience supporting venture capital, private equity, or investment management clients. They should possess strong analytical, communication, and organizational skills, demonstrate a genuine interest in emerging technologies and AI, and bring a curious, proactive mindset with the ability to thrive in a fast-paced investment environment.
2026-09-14T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
105000 - 115000 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 Finance & Accounting is partnering with a global private equity firm that is expanding its finance team seeking a Fund Accountant. This is an exciting opportunity for professionals with a public accounting background to transition into investment accounting, take on immediate responsibility, and build a career with strong growth potential. The firm is known for its supportive, career-focused culture, offering mentorship, advancement opportunities, and generous rewards for high-quality work. What You’ll Do<ul><li>Manage Fund and General Partner ledgers, including quarterly expenses, accruals, intercompany activity, investment transactions, and partner allocations.</li><li>Prepare and review quarterly and annual financial statements.</li><li>Support annual audits and tax filings.</li><li>Monitor cash positions across assigned funds.</li><li>Calculate, record, and process capital calls and distributions for funds and investments.</li><li>Partner with Investor Relations to respond to limited partner inquiries.</li><li>Prepare and deliver ad-hoc analyses and reports to support decision-making.</li></ul>
2026-09-05T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 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. A San Francisco-based private investment firm is seeking a Fund Accountant to join its close-knit and highly collaborative team. The firm invests across a diversified portfolio of private markets, including private equity, venture capital, real estate, private credit, and other alternative investments. The platform partners with established investment managers and selectively pursues co-investment opportunities. The firm has a small, collaborative team environment where employees are encouraged to take ownership, contribute ideas, and make a meaningful impact. Because of the lean structure, this role is ideal for someone who is comfortable wearing multiple hats, working independently, and taking initiative, while also knowing when to ask questions and collaborate with the broader team.The ideal candidate is resourceful, adaptable, detail-oriented, and team-oriented, with the ability to manage competing priorities and take ownership of responsibilities from start to finish. Responsibilities<ul><li>Process and record a high volume of capital call and distribution notices ensuring transactions are accurately captured and properly reflected in the accounting records.</li><li>Maintain and reconcile fund accounting records, ensuring financial data is accurate, complete, and up to date.</li><li>Calculate quarterly management fees and legal expenses across the firm's investment funds.</li><li>Support the quarterly fund close process, following established procedures to review, reconcile, and finalize the general ledgers for all funds.</li><li>Prepare quarterly capital account statements for limited partners and general partners.</li><li>Assist with limited partner performance reporting, including the preparation of materials for annual investor meetings.</li><li>Support the annual audit process, including gathering requested documentation and preparing schedules and supporting materials.</li><li>Assist with the preparation and review of annual financial statements.</li><li>Partner with internal team members and external service providers to resolve accounting questions and ensure timely completion of reporting deliverables.</li><li>Take on additional accounting and operational projects as needed within a lean, fast-paced private investment environment.</li></ul>
2026-08-21T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Anisa Henry is partnered with a well-established private investment firm is seeking a Fund Accountant to join its team. The firm manages a diversified portfolio of private market investments across multiple strategies and regions, partnering with leading investment managers and pursuing long-term value creation opportunities. This role offers the opportunity to gain broad exposure to fund accounting, financial reporting, investor reporting, and audit support within a collaborative and entrepreneurial environment. The ideal candidate is detail-oriented, technically strong, and comfortable taking ownership of key accounting processes. This position is well-suited for someone who enjoys working in a lean team, managing multiple priorities, and playing a meaningful role in supporting investment operations. Key Responsibilities<ul><li>Process and track capital call and distribution activity across multiple investment vehicles</li><li>Maintain accounting records and ensure the accuracy and completeness of financial data</li><li>Calculate and reconcile management fees, fund expenses, and other related allocations</li><li>Perform quarter-end and year-end closing activities, including account reconciliations and general ledger reviews</li><li>Prepare investor capital account statements and supporting reporting schedules</li><li>Assist with performance and financial reporting for investors and stakeholders</li><li>Support the preparation of financial statements and coordinate annual audit activities</li><li>Serve as a key contact for external auditors and assist with audit requests and workpapers</li><li>Develop, document, and enhance accounting processes and operational procedures</li><li>Ensure compliance with internal controls, accounting standards, and regulatory requirements</li><li>Participate in special projects and other accounting-related initiatives as needed</li></ul>Why Join?<ul><li>Opportunity to work closely with senior leadership and gain broad visibility across the business</li><li>Exposure to a wide range of private market investment strategies</li><li>Hands-on role with meaningful responsibility and ownership</li><li>Collaborative, team-oriented culture</li><li>Opportunity to help improve and scale accounting and operational processes</li><li>Long-term career growth within a respected investment management organization</li></ul>
2026-09-03T00:00:00Z

Fund Accountant

Los Altos, 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.
2026-09-10T00:00:00Z

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.
2026-09-03T00:00:00Z

Tax Manager | Boutique Wealth Management Firm

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

Director of Fund Accounting

San Francisco, CA
onsite
Temporary / Contract
118.75 - 137.5 USD / Hourly
We are looking for an experienced Director of Fund Accounting to provide finance and accounting leadership for a private equity real estate investment platform in San Francisco, California. This Long-term Contract opportunity is well suited to a hands-on, detail-oriented individual who can oversee fund and management company accounting while supporting accurate reporting, cash oversight, and close activities. The position will also guide a fund accounting resource and help maintain strong financial operations across the organization. Responsibilities: • Lead the full accounting function for private equity real estate funds and the related management company, ensuring accurate and timely financial operations. • Oversee month-end and period-end close activities, including review of journal entries, reconciliations, and supporting schedules. • Prepare and review financial statements, investor reporting materials, and other fund-level reporting deliverables for completeness and accuracy. • Monitor cash activity, liquidity needs, and capital flows to support informed financial decision-making across the investment platform. • Supervise and mentor the fund accountant, providing direction, quality control, and support for day-to-day accounting work. • Coordinate capital activity processes, including contributions, distributions, and related accounting records. • Partner with leadership and cross-functional stakeholders to strengthen accounting processes, reporting workflows, and business system utilization. • Support audit, tax, and compliance-related requests by organizing documentation and responding to information needs in a timely manner.
2026-08-22T00:00:00Z

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.
2026-09-04T00:00:00Z