<p>We are looking for an Accounting Manager to join our team on a Contract basis. This role will provide hands-on accounting support during a period of team coverage and operational change, with a strong focus on maintaining an accurate and timely monthly close. The ideal candidate brings a practical understanding of end-to-end accounting activities, works effectively with minimal oversight, and is comfortable using modern tools to improve efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Lead monthly close activities and ensure financial records are completed accurately and on schedule during a contract coverage period.</p><p>• Manage the full accounting cycle, including cash, accounts payable, accounts receivable, and general ledger reconciliations.</p><p>• Prepare and post journal entries, review account activity, and resolve discrepancies across balance sheet and income statement accounts.</p><p>• Work independently with day-to-day transaction processing and maintain reliable accounting records with strong attention to detail.</p><p>• Support accounting operations across multiple platforms, including reviewing historical activity and maintaining continuity of financial data.</p><p>• Assist with transaction mapping and general ledger categorization within<strong> Rillet</strong>, identifying issues and escalating inconsistencies when needed.</p><p>• Contribute to audit readiness by organizing supporting documentation and maintaining clear accounting schedules.</p><p>• Identify opportunities to streamline workflows, automate routine tasks, and apply AI-enabled tools where appropriate to improve productivity.</p>
We are looking for an Accounting Manager to join our team in California. This role is well suited for a finance specialist who combines strong technical accounting knowledge with a mindset for improving processes and strengthening operational efficiency. The position will oversee key close activities, support payables oversight, and partner with multiple departments to deliver accurate reporting and practical accounting guidance. Reporting to the Director of Accounting, this individual will also help advance systems, controls, and reporting capabilities across the organization.<br><br>Responsibilities:<br>• Lead monthly close activities, including fixed asset accounting, accrual entries, and reconciliation of balance sheet liabilities.<br>• Oversee accounts payable operations to promote timely processing, accuracy, and effective controls across the function.<br>• Partner with procurement, production, and related teams to help maintain smooth transaction flow and resolve process gaps.<br>• Apply sound accounting practices and reinforce internal controls to support compliant and reliable financial operations.<br>• Prepare and evaluate financial information for management reporting, often within compressed reporting deadlines.<br>• Assist with annual audit preparation by organizing support, responding to requests, and helping maintain audit readiness.<br>• Provide the FP&A team with accurate financial data and reports to support planning, forecasting, and budgeting activities.<br>• Lead accounting system enhancements and integration initiatives, including tools that improve payment workflows and purchase order matching.<br>• Identify and implement automation opportunities using available technologies, data tools, and AI-enabled solutions to reduce manual work.<br>• Collaborate with cross-functional partners as a trusted accounting resource, bringing clarity and resolution to complex or undefined issues.
<p>We are looking for an Accounting Manager to oversee core accounting operations and ensure accurate, timely financial reporting for the organization in Union City, California. This role will lead essential close activities, maintain the integrity of the general ledger, and support audit readiness through strong controls and documentation. The ideal candidate brings a hands-on approach to account analysis, reconciliations, and journal entry review while partnering across teams to strengthen accounting processes.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day AR, AP, and GL operations</p><p>• Own month-end close and financial reporting accuracy</p><p>• Validate journal entries, reconciliations, balances, and variances</p><p>• Create and deliver financial and KPI reports</p><p>• Support development of the annual financial plan</p><p>• Streamline controls, processes, and workflows; ensure proper period close and documentation</p><p>• Lead financial statements and audit support</p><p>• Partner with departments on accurate revenue and expense recognition</p><p>• Hire, coach, and retain accounting staff</p><p>• Oversee sales tax, returns, 1099s, and regulatory compliance</p><p>• Assess and implement accounting systems and tools</p><p>• Ensure compliance with current US GAAP standards</p><p>• Maintain fixed asset and lease accounting records</p><p>• Lead and support ad hoc initiatives, process improvements, and system upgrades</p>
<p><strong>About the Opportunity</strong></p><p>A high-growth, venture-backed technology company at the intersection of AI and workforce innovation is seeking an Accounting Manager to join its finance team. This is a unique opportunity to help build and scale an audit-ready accounting function in a fast-paced, high-impact environment.</p><p><br></p><p><strong>Position Overview</strong></p><p>Reporting to the Controller, the Accounting Manager will play a critical role in supporting the build-out of a best-in-class accounting function. This individual will partner closely with leadership on month-end close, technical accounting, and audit preparation, while helping design scalable processes in a rapidly evolving organization.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><p><strong>Close & Reporting</strong></p><ul><li>Partner with the Controller to manage the monthly close process and coordinate cross-functional timelines</li><li>Review journal entries and account reconciliations prepared internally and by external partners</li><li>Prepare monthly reporting packages, including financial statements, variance analyses, and KPI tie-outs</li><li>Ensure accuracy and completeness of the general ledger across key accounts</li></ul><p><strong>Global Accounting & Consolidation</strong></p><ul><li>Oversee accounting for international entities, ensuring compliance with local and U.S. GAAP</li><li>Review consolidation entries, intercompany reconciliations, and reporting</li><li>Support preparation of consolidated financial statements</li><li>Assist with foreign currency remeasurement, translation, and intercompany activity</li></ul><p><strong>Technical Accounting & Audit Support</strong></p><ul><li>Support technical accounting analyses across revenue recognition, equity, leases, and capitalization</li><li>Assist in drafting technical accounting memos and compiling audit support (PBCs)</li><li>Help prepare for and support external audit processes</li><li>Ensure accounting policies are properly implemented within systems and workflows</li><li>Support ASC 606 revenue recognition processes and consistency across operations</li></ul><p><strong>Process Improvement</strong></p><ul><li>Document processes and internal controls to support audit readiness</li><li>Identify and implement improvements to enhance efficiency and scalability</li><li>Partner cross-functionally to streamline accounting operations</li></ul><p><br></p>
<p>We are looking for a hands on IT Manager to lead technology operations for a non profit healthcare organization in Salinas, California. This role oversees core infrastructure, business applications, and day-to-day technical support while helping ensure secure, reliable systems that support clinical and administrative teams. Role will manage a small team of helpdesk and Sys Admin. The ideal candidate brings strong leadership ability, broad technical knowledge across enterprise environments. Practical understanding of compliance expectations within a hospital or medical setting a plus.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily IT operations, ensuring dependable performance across infrastructure, end-user systems, and essential business applications.</p><p>• Lead and support technical staff by assigning priorities, developing team capabilities, and maintaining accountability for service delivery.</p><p>• Manage the administration and upkeep of enterprise software used by clinical and operational departments, including troubleshooting and vendor coordination.</p><p>• Maintain secure and efficient network services, voice communications, backup processes, and data center resources to support organizational continuity.</p><p>• Apply sound knowledge of IT governance, security practices, and relevant regulations when planning, implementing, and monitoring technology services.</p><p>• Partner with internal stakeholders to identify technical needs, resolve system issues, and improve user experience across the organization.</p><p>• Evaluate technical problems, recommend practical solutions, and help guide infrastructure and application improvements based on business needs.</p>
<p>Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.</p><p>• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.</p><p>• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.</p><p>• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.</p><p>• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.</p><p>• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.</p><p>• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.</p><p>• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations.</p><p><br></p><p>If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn </p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax & Fund Accounting | Investment Management | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry!!</strong></p><p><br></p><p>A rapidly growing investment management firm focused on <strong>private markets and alternative investments</strong> is expanding its finance team following a period of strong success and continued scale.</p><p><br></p><p>This is a high-visibility role within a smart, high-performing team where you’ll have real ownership and the opportunity to build, improve, and shape how things are done. The environment is fast-moving, and the team is known for being sharp, collaborative, and execution-focused.</p><p><br></p><p>You’ll work closely with leadership across <strong>complex fund structures, institutional investors, and full-cycle fund operations</strong>, gaining exposure well beyond traditional fund accounting. The role offers meaningful responsibility, strong long-term growth, and the chance to step into a platform that is actively expanding.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax & Fund Accounting | Investment Management | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry!!</strong></p><p><br></p><p>A rapidly growing investment management firm focused on <strong>private markets and alternative investments</strong> is expanding its finance team following a period of strong success and continued scale.</p><p><br></p><p>This is a high-visibility role within a smart, high-performing team where you’ll have real ownership and the opportunity to build, improve, and shape how things are done. The environment is fast-moving, and the team is known for being sharp, collaborative, and execution-focused.</p><p><br></p><p>You’ll work closely with leadership across <strong>complex fund structures, institutional investors, and full-cycle fund operations</strong>, gaining exposure well beyond traditional fund accounting. The role offers meaningful responsibility, strong long-term growth, and the chance to step into a platform that is actively expanding.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> 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.</p><p> This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><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><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p>
We are looking for an experienced Accounting Manager/Supervisor to join a manufacturing organization in California. This contract-to-permanent opportunity is ideal for a finance specialist who can lead complex general accounting work, strengthen financial reporting accuracy, and support key compliance activities. The position will play an important role in preparing financial statements, coordinating with auditors and tax partners, and guiding accounting operations across multiple entities.<br><br>Responsibilities:<br>• Oversee advanced general accounting activities, including the preparation of financial statements and related disclosures in accordance with current accounting guidance.<br>• Administer lease accounting processes by evaluating agreements, maintaining detailed schedules, and recording right-of-use assets and lease obligations accurately.<br>• Prepare and review accounting entries tied to financing activity, including debt-related transactions, interest rate instruments, and property lease activity.<br>• Support treasury-related accounting by monitoring line of credit activity, assisting with cash forecasting, and helping ensure proper recording of borrowing arrangements.<br>• Review journal entries, reconcile intercompany balances, and help maintain accuracy across the general ledger during monthly and periodic close cycles.<br>• Partner with external auditors, tax advisors, and internal stakeholders to provide documentation, respond to inquiries, and assist with compliance and reporting needs.<br>• Contribute to board-level reporting support by preparing financial information and analysis as requested by leadership.<br>• Assist with local and state tax return preparation and provide accounting support to the tax team as needed.<br>• Participate in the consolidation of seven entities into a unified system structure while helping reduce reconciliation issues and improve reporting consistency.
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Senior Fund Accountant | Menlo Park, CA (Hybrid Schedule) | $145,000 – $175,000 + Bonus + Comprehensive Benefits</strong></p><p> </p><p>A highly respected institutional investment management firm is seeking an <strong>Accounting Manager </strong>to join its Financial Operations team. This is an excellent opportunity for an accounting professional interested in expanding their expertise across a broad range of alternative investments, including private equity, venture capital, hedge funds, real assets, and public market strategies.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Review monthly and quarterly financial reporting packages prepared by third-party fund administrators, including NAV calculations and supporting schedules.</li><li>Oversee the preparation and distribution of investor capital account statements.</li><li>Monitor and review regulatory, compliance, and financial reporting requirements.</li><li>Coordinate and oversee annual audit engagements with external auditors and service providers.</li><li>Review expense allocations and ensure proper treatment across multiple investment products and structures.</li><li>Monitor separately managed accounts and ensure compliance with investment management agreements.</li><li>Manage data collection, reporting, and information requests from underlying investment managers.</li><li>Identify operational efficiencies and strengthen internal controls and oversight processes.</li><li>Partner closely with internal stakeholders and external vendors to ensure timely and accurate reporting.</li></ul>
<p>If you are looking for the next step in your Fund Accounting career, send <strong>Jennifer Fukumae a message </strong>on LinkedIn for immediate consideration.</p><p> </p><p>A leading venture and growth investment platform is seeking a <strong>Fund Accounting Manager </strong>to join its expanding finance team. The firm specializes in acquiring existing ownership stakes in private companies and venture capital funds and recently closed a $2B inaugural fund that exceeded its original fundraising target. This is an opportunity to join a high-performing team within a fast-paced investment environment focused on venture secondaries and growth investing.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund accounting activities across multiple investment vehicles</li><li>Oversee quarterly closes, financial reporting, and investor reporting</li><li>Review capital calls, distributions, carried interest allocations, and management fees</li><li>Coordinate with external fund administrators, auditors, and tax providers</li><li>Manage tax compliance and investor tax reporting processes</li><li>Assist with valuation support and portfolio reporting initiatives</li><li>Improve operational processes, controls, and reporting efficiencies</li><li>Support fundraising activities and strategic finance projects </li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Jeff Abrams with Robert Half is in search for a Management Accountant. </p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee general ledger activity and manage all close cycles (monthly, quarterly, and annual) for the management entity</li><li>Review and prepare accounting entries, reconciliations, and related documentation to support financial accuracy</li><li>Ensure proper allocation of expenses across entities, investment vehicles, and cost structures in alignment with governing agreements</li><li>Maintain and improve accounting processes, policies, and internal control frameworks</li><li>Act as the main liaison for the external accounting service provider</li><li>Review invoice processing, account coding, and payment runs handled by the external provider</li><li>Monitor timeliness, accuracy, and compliance with established approval processes</li><li>Conduct periodic vendor reviews and address discrepancies or irregularities</li><li>Assess service performance and recommend process improvements for outsourced functions</li><li>Compile quarterly financial reporting packages and supporting analysis</li><li>Assist with budgeting, forecasting, and variance reviews related to operating expenses</li><li>Deliver financial insights and analysis to leadership to support decision-making</li><li>Collaborate on system enhancements and reporting improvements</li><li>Contribute to cross-functional efforts and ad hoc projects as the organization grows</li></ul><p><br></p>
<p>We are looking for an experienced Accounting Manager to lead core accounting activities in San Francisco, California. This role will oversee accurate financial reporting, guide the month-end close process, and strengthen general ledger integrity across the organization. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to partner effectively with internal and external stakeholders. For immediate consideration, please contact Leon Chang directly via Linked-In.</p><p><br></p><p>Responsibilities:</p><ul><li>Own full accounting for assigned entities; main contact for accounting matters</li><li>Ensure accurate financials; manage GL, close, and reconciliations</li><li>Review work for GAAP compliance and audit readiness; support audits</li><li>Handle complex accounting (revenue, accruals) and contract reviews</li><li>Ensure compliance with GAAP, League, and company policies</li><li>Partner with FP&A, Legal, and Ops on transactions and reporting</li><li>Monitor activity to capture all revenue/expenses timely</li><li>Drive process improvements, automation, and system projects (UAT, data flows)</li><li>Maintain SOPs for consistency and efficiency</li></ul>
<p>We are seeking a detail-oriented and analytical GL Accountant<strong> </strong>to support a high-impact data cleanup and reconciliation initiative. This role is ideal for someone who enjoys digging into complex datasets, identifying discrepancies, and building structure within accounting processes. This contract position is hybrid 1-2 days onsite in San Francisco, CA.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead high-volume balance sheet and bank/GL reconciliations, including clean-up of historical discrepancies and unreconciled items</li><li>Perform detailed review and reconciliation of high-volume claims invoices, ensuring accuracy, proper coding, and alignment to supporting documentation</li><li>Investigate variances and aged reconciling items, partnering cross-functionally to validate transactions and execute corrective entries</li><li>Support month-end close activities including preparation of journal entries, accruals, and flux analysis to ensure timely and accurate reporting</li><li>Strengthen reconciliation processes and documentation, maintaining audit-ready schedules and providing visibility into status, risks, and resolution progress</li></ul>
<p>We are looking for an Accounts Payable Manager to lead daily payment operations and ensure accurate, timely processing of vendor invoices in San Francisco, California. This role oversees core accounts payable activities, strengthens controls around disbursements, and supports efficient transaction flow across the organization. The ideal candidate brings strong experience managing invoice review, payment scheduling, and electronic funds processing while maintaining a high standard of accuracy and compliance.</p><p><br></p><p>Responsibilities:</p><ul><li>Improve and streamline AP, reimbursements, and PO processes using automation</li><li>Manage vendor setup, updates, and cleanup</li><li>Prepare and file 1099s correctly</li><li>Support month‑end close with AP reconciliations and accruals</li><li>Handle invoices, reimbursements, and timely vendor payments</li><li>Work with finance leaders to control spending and stay compliant</li></ul>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p> <strong>If you're a CPA who enjoys working with high-net-worth clients but wants to move beyond the traditional public accounting grind, this is an opportunity worth exploring.</strong></p><p><br></p><p>A fast-growing wealth management firm is expanding its newly established <strong>Tax & Estate Planning</strong> team and is looking for a <strong>Tax Manager</strong> who wants to play a meaningful role in building the future of the practice.</p><p><br></p><p>💰 <strong>Great Base + Bonus</strong></p><p> 📍 <strong>Walnut Creek | Hybrid (1 day/week onsite)</strong></p><p><br></p><p><strong>Why this opportunity stands out</strong></p><p>This isn't just about preparing tax returns. You'll work directly alongside financial advisors to develop sophisticated tax strategies that help clients preserve and grow wealth while helping shape a growing tax practice from the ground up.</p><p><br></p><p><strong>What you'll do</strong></p><p>✔ Prepare and review complex individual, trust, partnership, and S-Corp tax returns</p><p> ✔ Identify proactive tax planning opportunities for high-net-worth clients</p><p> ✔ Partner with financial advisors on integrated wealth and tax strategies</p><p> ✔ Serve as a trusted resource for clients throughout the year</p><p> ✔ Help improve processes while mentoring future team members as the practice grows</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax & Fund Accounting | Growing Investment Management Firm | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry</strong></p><p> </p><p>A rapidly growing investment management firm focused on private markets and alternative investments is expanding its finance team as the business continues to scale. The firm operates within a fast-growing segment of the market and offers strong exposure to complex fund structures, institutional investors, and high-impact investment operations.</p><p> </p><p>This is a highly visible opportunity with broad exposure across fund accounting, investor reporting, financial operations, and tax coordination while partnering closely with leadership and external stakeholders. The role offers strong ownership, process-building opportunity, and long-term growth within a collaborative environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</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 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.<br><br>Responsibilities:<br>• Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery.<br>• Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives.<br>• Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders.<br>• Manage examinations and inquiries from taxing authorities, coordinating responses and guiding matters through resolution.<br>• Oversee multiple client assignments at once, balancing deadlines, staffing, and quality expectations in a fast-moving public accounting setting.<br>• Provide leadership to tax team members by reviewing work, offering coaching, and supporting their ongoing technical development.<br>• Partner with firm leadership on client service plans, engagement strategy, and initiatives that strengthen the tax practice.<br>• Maintain strong client relationships through responsive communication, sound judgment, and consistent delivery of high-quality work.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax Manager | Wealth Management Firm | Walnut Creek | 1 Day Onsite</strong></p><p><br></p><p> Join a growing fee-only wealth management firm expanding its Tax practice. This is a unique opportunity to work closely with high-net-worth clients and financial advisors, helping deliver integrated tax planning strategies while playing a key role in building a growing specialty team.</p><p><strong> </strong></p><p>This newly created role offers strong visibility, meaningful client interaction, and the opportunity to help shape a growing tax practice. The firm provides a collaborative, planning-focused environment along with outstanding benefits, including fully paid medical, dental, and vision coverage, generous PTO, and a strong 401(k) match.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and review federal and state tax returns for high-net-worth individuals, trusts, partnerships, and S corporations </li><li>Identify tax planning opportunities and resolve complex tax issues </li><li>Partner with financial advisors to develop integrated tax strategies </li><li>Respond to client and advisor tax questions throughout the year </li><li>Improve tax processes and mentor junior team members </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>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.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><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><p><br></p>
We are looking for an experienced Accounting Supervisor to lead core accounting operations and support accurate, timely financial reporting in Alameda, California. This role is ideal for a hands-on, detail-oriented individual who can guide daily accounting activities, strengthen close processes, and maintain strong controls across the general ledger. The position will work closely with internal stakeholders to ensure reconciliations, payroll-related accounting, and audit preparation are completed with precision and consistency.<br><br>Responsibilities:<br>• Oversee daily accounting activities and provide guidance to staff to ensure work is completed accurately and on schedule.<br>• Direct the month-end close process, including reviewing entries, monitoring deadlines, and resolving discrepancies before reporting is finalized.<br>• Maintain the integrity of the general ledger by supervising account analysis, balance reviews, and posting accuracy.<br>• Prepare and review journal entries and supporting documentation to ensure compliance with accounting standards and internal policies.<br>• Lead account reconciliation efforts across key balance sheet and income statement accounts, following up on variances and outstanding items.<br>• Coordinate audit support activities by organizing financial records, responding to auditor requests, and assisting with financial statement review preparation.<br>• Supervise payroll-related accounting tasks to ensure labor expenses, accruals, and related entries are properly recorded.<br>• Partner with billing and operational teams to support legal billing processes and improve the accuracy of revenue-related accounting data.
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> </p><p>Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> 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.</p><p> </p><p>This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><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><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p>