<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p><br></p><p>Join a well-established firm known for its personalized approach to financial planning, offering advisory services, 401(k) management, insurance, and brokerage accounts—all focused on long-term client relationships. Step into a leadership role where work-life balance, team culture, and client care come first. Be part of a collaborative team that values impact and relationships.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead client onboarding for a seamless experience</li><li>Manage account setups, transfers, and workflows</li><li>Assist clients with portals and planning tools</li><li>Prepare proposals, reports, and follow-ups</li><li>Maintain accurate client records in CRM systems</li><li>Support operations, compliance, and marketing activities</li><li>Oversee team tasks, training, payroll, and performance</li><li>Plan and execute client events, ensuring brand and compliance alignment</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p><br></p><p>Join a well-established firm known for its personalized approach to financial planning, offering advisory services, 401(k) management, insurance, and brokerage accounts—all focused on long-term client relationships. Step into a leadership role where work-life balance, team culture, and client care come first. Be part of a collaborative team that values impact and relationships.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead client onboarding for a seamless experience</li><li>Manage account setups, transfers, and workflows</li><li>Assist clients with portals and planning tools</li><li>Prepare proposals, reports, and follow-ups</li><li>Maintain accurate client records in CRM systems</li><li>Support operations, compliance, and marketing activities</li><li>Oversee team tasks, training, payroll, and performance</li><li>Plan and execute client events, ensuring brand and compliance alignment</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Senior Accountant / Accounting Manager – Fund & Property</strong></p><p><strong>Location:</strong> San Francisco (Embarcadero Area) | Hybrid: 4–5 days in office</p><p><strong>Compensation:</strong> $125,000 – $150,000 + 15% Bonus</p><p><br></p><p><strong>About the Opportunity</strong></p><p>Join a dynamic, emerging investment firm with a collaborative culture and a passion for excellence. This is an exciting opportunity to work closely with senior leadership in a fast-paced, entrepreneurial environment where your contributions will have a direct impact on the firm’s success. If you thrive in a role that blends strategic thinking with hands-on execution, this position is for you.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Be part of a tight-knit, high-performing team that values innovation and precision.</li><li>Gain exposure to complex real estate investments and fund accounting at scale.</li><li>Work in a beautiful Embarcadero office with a culture that encourages collaboration, ownership, and professional growth.</li><li>Enjoy a competitive compensation package and the chance to make a meaningful impact in a growing organization.</li></ul><p><br></p><p><strong>What You’ll Do</strong></p><p>As a Senior Accountant / Accounting Manager, you will play a key role in managing fund and property-level accounting, financial reporting, and compliance. You’ll work closely with the CFO and external partners to ensure accuracy, transparency, and efficiency across all financial operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee monthly accounting for real estate investments, including variance analysis and cash flow review.</li><li>Partner with fund administrators to deliver quarterly investor reports, ensuring compliance with LPAs and waterfall calculations.</li><li>Prepare and analyze fund and property-level performance metrics, supporting strategic decision-making.</li><li>Assist with quarterly valuations, financial modeling, and sensitivity analyses.</li><li>Coordinate year-end audits and tax filings, liaising with auditors and tax advisors.</li><li>Manage capital calls, distributions, and carry calculations for funds and co-investments.</li><li>Support SEC compliance reporting and ad hoc investor requests.</li><li>Collaborate with operating partners and internal teams to maintain accurate financial data.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Senior Accountant / Accounting Manager – Fund & Property Accounting</strong></p><p><strong>Location:</strong> San Francisco (Embarcadero) | <strong>Hybrid:</strong> 4–5 days/week in office</p><p><strong>Compensation:</strong> $125,000 – $150,000 + 15% Bonus</p><p><br></p><p><strong>About the Firm</strong></p><p>Join a recognized investment firm known for its collaborative culture and commitment to excellence. This is a unique opportunity to work directly with senior leadership in a dynamic, entrepreneurial environment where your contributions will have a direct impact on the firm’s success.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Be part of a close-knit, high-performing team that values precision, innovation, and ownership</li><li>Gain hands-on experience with complex real estate investments and fund structures</li><li>Work in a beautiful Embarcadero office that fosters collaboration and professional growth</li><li>Enjoy a competitive compensation package and the opportunity to make a meaningful impact</li></ul><p><strong>Your Role</strong></p><p>As a <strong>Senior Accountant / Accounting Manager</strong>, you’ll lead fund and property-level accounting, financial reporting, and compliance efforts. You’ll collaborate closely with the CFO and external partners to ensure financial accuracy and operational efficiency across the firm’s investment portfolio.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage monthly accounting for real estate assets, including variance analysis and cash flow reviews</li><li>Partner with fund administrators to produce quarterly investor reports, ensuring alignment with LPAs and waterfall models</li><li>Analyze fund and property performance metrics to support strategic decisions</li><li>Assist with quarterly valuations, financial modeling, and sensitivity analyses</li><li>Coordinate annual audits and tax filings with external auditors and tax advisors</li><li>Oversee capital calls, distributions, and carry calculations for funds and co-investments</li><li>Support SEC compliance reporting and respond to ad hoc investor requests</li><li>Collaborate with operating partners and internal teams to maintain accurate financial data</li></ul><p><strong>Interested?</strong></p><p>If this sounds like the right fit, I’d love to connect. Please send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario </strong>to start the conversation.</p>
<p>We are looking for a motivated Project Controller and Finance Business Partner to join our Finance and Operations team in San Francisco, California. This role combines project financial management with firm-wide forecasting and strategic advisory within a detail-focused services environment. The ideal candidate thrives in a collaborative setting, excels at managing multiple priorities, and is eager to contribute to organizational growth while building strong internal relationships. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Serve as a financial advisor to studio leaders and project managers, offering guidance on budgeting, labor utilization, and project profitability.</p><p>• Collaborate with project teams to set up budgets, track costs, and monitor financial health, ensuring compliance with contract terms.</p><p>• Review and manage financial and tax-related aspects of client and supplier agreements for alignment with organizational policies.</p><p>• Prepare monthly and quarterly financial reports, analyzing project-level and consolidated firm performance.</p><p>• Oversee invoicing, billing, and revenue recognition processes while maintaining communication with clients.</p><p>• Reconcile subcontractor expenses and ensure accurate tracking of project expenditures.</p><p>• Identify opportunities to optimize fee structures and improve profitability margins.</p><p>• Support leadership with ad-hoc financial reviews, process improvements, and strategic analysis.</p><p>• Enhance financial systems and workflows in collaboration with IT and other teams.</p><p>• Mentor less experienced finance team members to strengthen organizational capabilities.</p>
<p><strong>Wealth Manager</strong></p><p><strong>Location:</strong> North Bay Area</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>A respected independent Registered Investment Advisor (RIA) firm in the North Bay is seeking a <strong>Wealth Manager</strong> to join its collaborative and client-focused team. This is an exciting opportunity for an experienced advisor to manage high-net-worth relationships, deliver comprehensive financial planning, and contribute to the growth of a values-driven firm.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm is committed to helping clients achieve a holistic sense of wealth—defined not just by financial success, but by personal fulfillment, well-being, and impact. Advisors are empowered to build meaningful relationships and deliver high-touch service that aligns with this philosophy.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Wealth Manager will serve as a trusted advisor to a growing book of high-net-worth clients, providing tailored financial planning and investment advice. This role is ideal for professionals with 5+ years of experience who are ready to take on more responsibility and grow within a dynamic team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Management</strong></p><ul><li>Serve as lead advisor for high-net-worth clients</li><li>Deliver personalized financial planning and investment advisory services</li><li>Manage and grow client relationships through firm referrals and personal efforts</li><li>Provide proactive, high-touch service aligned with the firm’s values</li></ul><p><strong>Financial Planning & Wealth Management</strong></p><ul><li>Develop and execute financial plans covering retirement, tax, estate, investment, and risk management</li><li>Regularly review and adjust plans and portfolios based on client goals and market conditions</li></ul><p><strong>Business Development</strong></p><ul><li>Support senior advisors in client acquisition</li><li>Build relationships within the firm’s network and participate in community events</li></ul><p><strong>Professional Growth & Contribution</strong></p><ul><li>Engage in firm-wide initiatives to enhance client experience and operational efficiency</li><li>Pursue ongoing professional development and stay current with industry best practices</li></ul><p><strong>Compliance & Record-Keeping</strong></p><ul><li>Ensure adherence to regulatory standards and firm policies</li><li>Maintain accurate records of client interactions and financial strategies</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting a <strong>Director of Finance and Operations </strong>for a <strong>fast-growing venture capital firm</strong>. This full-time, permanent role is based in <strong>San Francisco </strong>with a hybrid schedule.</p><p> </p><p>The firm is transforming how traditional industries adopt modern software and technology and has a strong track record with top-tier institutional partnerships. The Director of Finance and Operations will play a key role in scaling the firm and driving finance and operational processes. The culture is collaborative and ambitious, with flexible work arrangements and comprehensive benefits. This is a high-impact role with clear opportunities for growth and career advancement.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead financial operations across funds, GP entities, and the management company, including audits, reporting, and fund administrator relationships.</li><li>Partner on fund structures, co-investment programs, LP due diligence, and investment closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Collaborate with engineering to optimize systems and data processes.</li><li>Mentor a team and improve workflows across the platform.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are seeking a detail-driven and experienced <strong>Accounting Manager</strong> to lead the financial operations of our esteemed property in Napa, Ca. This is an exceptional opportunity for a hospitality professional with a strong background in hotel accounting and a commitment to accuracy, compliance, and operational excellence. The ideal candidate will play a key role in financial reporting, budgeting, and process improvement, ensuring the continued success and integrity of our accounting functions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Ensure accuracy and reconciliation of all ledgers, including Guest Ledger, Accounts Receivable Ledger, and Deposit Ledger.</li><li>Prepare and review monthly financial statements, journal entries, accruals, and all supporting documentation as part of the month-end close process.</li><li>Monitor daily revenue activity, investigating and resolving discrepancies between the Point of Sale (POS) and Property Management Systems (PMS).</li><li>Perform monthly balance sheet reconciliations, identifying and correcting variances in a timely manner.</li><li>Partner with department leaders to analyze financial performance and support budgeting and forecasting efforts.</li><li>Maintain compliance with internal financial policies and procedures, supporting both internal and external audits.</li><li>Provide operational recommendations to enhance accuracy, transparency, and efficiency in financial reporting.</li><li>Utilize problem-solving skills to address and resolve financial issues as they arise</li></ul><p><br></p>
<p><strong>Wealth Manager</strong></p><p><strong>Location: </strong><em>North Bay Area</em></p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>A well-regarded independent Registered Investment Advisor (RIA) firm in the North Bay is seeking a <strong>Wealth Manager</strong> to join its collaborative, client-centric team. This is a fantastic opportunity for an experienced advisor to manage high-net-worth relationships, deliver holistic financial planning, and contribute to the growth of a values-driven organization.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm is dedicated to helping clients achieve a well-rounded sense of wealth—defined not only by financial success, but also by personal fulfillment, well-being, and positive impact. Advisors are empowered to build deep relationships and provide high-touch service that reflects this philosophy.</p><p><br></p><p><strong>Position Overview</strong></p><p>As a Wealth Manager, you’ll serve as a trusted advisor to a growing portfolio of high-net-worth clients. You’ll deliver tailored financial planning and investment advice while playing an active role in business development and firm-wide initiatives. This role is ideal for professionals with 5+ years of experience who are ready to take on greater responsibility and grow within a dynamic, mission-driven team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Client Relationship Management</strong></p><ul><li>Act as lead advisor for high-net-worth clients</li><li>Provide personalized financial planning and investment advisory services</li><li>Strengthen and expand client relationships through referrals and personal outreach</li><li>Deliver proactive, high-touch service aligned with the firm’s values</li></ul><p><strong>Financial Planning & Wealth Management</strong></p><ul><li>Create and implement financial plans covering retirement, tax, estate, investment, and risk management</li><li>Continuously monitor and adjust plans based on client goals and market conditions</li></ul><p><strong>Business Development</strong></p><ul><li>Support senior advisors in acquiring new clients</li><li>Build relationships within the firm’s network and participate in community engagement</li></ul><p><strong>Professional Growth & Firm Contribution</strong></p><ul><li>Contribute to firm-wide initiatives aimed at enhancing client experience and operational efficiency</li><li>Stay current with industry trends and pursue ongoing professional development</li></ul><p><strong>Compliance & Documentation</strong></p><ul><li>Ensure full compliance with regulatory standards and internal policies</li><li>Maintain accurate records of client interactions and financial strategies</li></ul><p><strong>Excited about this opportunity? </strong>Let’s connect! Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to explore whether this role aligns with your next career move.</p>
<p>We are looking for an experienced Accounting Manager/Supervisor to oversee critical financial operations in our organization. This role involves managing key accounting processes, ensuring compliance with regulations, and delivering accurate financial reports. The ideal candidate will have a strong background in general ledger management, month-end close activities, and financial audits. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Financial Reporting & Compliance</strong></p><ul><li>Manage preparation of financial statements</li><li>Ensure adherence to ASC 842 (Leases), ASC 340-40 (Contract Costs), ASC 606 (Revenue Recognition), and other standards</li><li>Implement new accounting standards and evaluate reporting impacts</li><li>Partner with tax team on matters such as sales tax</li><li>Handle complex revenue recognition issues, including contract changes, variable consideration, and SaaS multi-element arrangements</li></ul><p><strong>Audit & External Reporting</strong></p><ul><li>Act as main liaison with external auditors during annual audits</li><li>Prepare audit support, including flux analyses, rollforward schedules, and documentation</li><li>Respond to auditor requests and provide technical accounting positions and supporting materials</li></ul><p><strong>Operational Oversight</strong></p><ul><li>Supervise accounts payable to ensure accurate and timely vendor payments</li><li>Manage commission calculations and sales compensation accounting</li><li>Review and approve journal entries, reconciliations, and related documentation</li></ul><p><strong>Leadership & Team Development</strong></p><ul><li>Lead and mentor senior accounting staff, promoting collaboration and accountability</li><li>Provide training, coaching, and feedback to support professional growth</li><li>Balance hands-on involvement with strategic leadership to drive both execution and development</li></ul><p><br></p>
We are looking for an experienced Internal Audit Manager to join our team in San Francisco, California. In this long-term contract role, you will play a key part in overseeing audit programs and ensuring compliance within the banking industry. This position requires an individual with extensive experience in internal auditing and a deep understanding of financial regulations.<br><br>Responsibilities:<br>• Develop, implement, and manage comprehensive audit plans tailored to the needs of the banking sector.<br>• Collaborate with audit committees to provide insights and recommendations based on findings.<br>• Conduct thorough evaluations of internal controls and processes to ensure compliance with industry standards and regulations.<br>• Utilize frameworks such as COBIT to assess and improve information systems governance.<br>• Review and analyze banking and finance laws to ensure organizational adherence to legal requirements.<br>• Supervise audit programs to maintain operational efficiency and mitigate risks.<br>• Provide leadership and guidance to audit teams, fostering a culture of accuracy and accountability.<br>• Prepare detailed reports summarizing audit results and present findings to senior management.<br>• Monitor industry trends and regulatory changes to adapt audit strategies accordingly.
<p>Robert Half is partnering with a top Private Equity firm seeking a detail-oriented and analytically strong HR Analyst to join their People team. The successful candidate will serve as a critical internal partner in managing and enhancing HR systems, developing and delivering HR metrics, optimizing workflows, and supporting key HR operations. This role will also act as a backup for payroll processing and contribute to broader People Team initiatives. This is an excellent opportunity for an HR professional with 5-7+ years of experience, strong operational, technical capabilities, and a business mindset. You will work with a high-performing, collaborative team to support an organization that has a strong culture, great reputation in the industry, and operates at the highest level of professional standards.</p><p><br></p><p>About the Role</p><p><br></p><p>HR Systems Management</p><ul><li>Serve as the primary administrator for the firm’s core HR system, UKG.</li><li>Work with UKG and external carriers/vendors to optimize system integrations across HR operations.</li><li>Maintain system integrity and user access, perform data audits, and implement system upgrades and enhancements aligned with business needs.</li><li>Build and maintain process documentation and training materials.</li><li>Support with other HR systems management and implementations as needed.</li></ul><p><br></p><p>HR Metrics, Reporting & Analytics</p><ul><li>Produce regular workforce reports including headcount, attrition, performance, compensation, diversity, and organizational structure.</li><li>Produce ad-hoc reports as requested.</li><li>Provide data analysis to support strategic workforce planning, compensation reviews, and regulatory compliance.</li><li>Ensure accuracy, confidentiality, and compliance in all reporting processes.</li><li>Responsible for data entry, data integrity and auditing as required.</li></ul><p><br></p><p>Workflow Automation & Process Optimization</p><ul><li>Work with Director of People Operations to identify and execute automation opportunities in key HR processes (e.g., onboarding/offboarding, performance reviews, employment changes, benefits).</li><li>Enhance HR service delivery by collaborating with other teams (e.g. IT, Compliance, Finance) to improve workflow efficiencies and document processes.</li></ul><p><br></p><p>Generalist Support</p><ul><li>Serve as a secondary resource to the payroll function, ensuring timely and accurate payroll processing during coverage periods.</li><li>Support the execution of annual HR cycles (performance management, compensation planning, benefits renewals).</li><li>Support the People Team on employee relations, policy development, and other team initiatives.</li></ul><p><br></p><p><br></p><p><br></p>
<p>We are looking for an experienced Budget Analyst to join our team on a contract basis in Concord, California. In this role, you will play a critical part in managing and analyzing budget to actual data to support effective budget planning and execution. This position requires strong analytical skills, attention to detail, and the ability to collaborate across departments.</p><p><br></p><p>Responsibilities:</p><p>• Oversee annual budgets, ensuring alignment with organizational goals.</p><p>• Analyze financial reports and reconcile accounts to identify discrepancies and maintain accuracy.</p><p>• Utilize advanced Excel functions, such as pivot tables and formulas, to manage and interpret large datasets.</p><p>• Prepare detailed documentation and audit trails to support budget evaluations and reporting.</p><p>• Monitor and track budget activity, flagging potential issues and providing actionable recommendations.</p><p>• Collaborate with finance staff and other departments to communicate budget updates and requirements.</p><p>• Assist in the preparation of materials for meetings and presentations related to budget planning.</p><p>• Ensure compliance with approved budgets and organizational financial policies.</p><p>• Review budget transfers and reports to prevent errors and ensure data integr</p>
<p>We are looking for an experienced and detail-oriented Assistant Controller to join our team in Marin County, California. This role plays a key part in managing financial operations, ensuring compliance, and supporting organizational goals through accurate reporting and analysis. The ideal candidate will have a strong background in accounting, payroll processing, and financial systems, as well as a proven ability to handle multi-state payroll and collaborate across departments.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze special financial reports, including cash flow, vendor activity, receivables, and bank fees, as requested by the Controller.</p><p>• Perform monthly bank and account reconciliations to ensure accuracy and compliance.</p><p>• Assist in the preparation of financial statements and support the Controller in annual budget planning.</p><p>• Collaborate with the IT team to maintain and enhance accounting systems for optimal functionality.</p><p>• Supervise and train accounting personnel responsible for detailed entries and internal financial reporting both locally and at branch offices.</p><p>• Support the annual review process conducted by external auditors and provide necessary documentation.</p><p>• Oversee multi-state payroll processing, including calculating wages, bonuses, overtime, and deductions, while ensuring compliance with tax withholding requirements.</p><p>• Manage vacation and sick leave accruals and prepare payroll billings for branch offices.</p><p>• Generate and review payroll reports using ADP Workforce Now and related systems, ensuring accuracy and timeliness.</p><p>• Address employee inquiries related to payroll and prepare semi-monthly reports for employee contribution submissions</p>
<p><strong>Senior Wealth Manager</strong></p><p><strong>Location:</strong> North Bay Area</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>An independent RIA firm in the Bay Area is seeking a Senior Wealth Manager to lead high-value client relationships, mentor junior advisors, and contribute to firm-wide strategic initiatives. This is a unique opportunity for a seasoned professional to join a collaborative, client-first team focused on holistic financial well-being.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm serves high-net-worth individuals and families, emphasizing personal fulfillment, empowerment, and community engagement. Advisors are encouraged to think beyond financial returns and help clients achieve meaningful life outcomes.</p><p><br></p><p><strong>Role Overview</strong></p><p>The Senior Wealth Manager will manage a personal book of business, source and close new client relationships, and play a leadership role in firm growth. The ideal candidate thrives in a values-driven environment and is ready to take on strategic and mentoring responsibilities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as lead advisor for high-net-worth clients</li><li>Deliver comprehensive financial planning and investment advisory services</li><li>Develop and adjust plans covering retirement, tax, estate, investment, and risk management</li><li>Mentor associate advisors and foster a culture of excellence</li><li>Ensure compliance with regulatory standards and firm policies</li><li>Source and close new client relationships aligned with firm strategy</li><li>Engage with centers of influence to generate referrals</li><li>Participate in marketing, networking, and community events</li><li>Lead initiatives to improve processes and client experience</li><li>Collaborate with leadership on strategic goals</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Percentage of revenue managed plus goals-based bonus</li><li>Potential for equity ownership</li><li>401(k) with company match</li><li>Paid time off and holidays</li><li>Leadership opportunities within the firm</li><li>Access to advanced training, conferences, and industry networking</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect</p>
<p>Jeff Abrams is offering an exciting opportunity for a Controller/Real Estate individual with a keen eye for detail in the Real Estate Property/Facilities Management industry for his client. This position is located in San Francisco, California, 94105, United States. As a Controller/Real Estate, you will be tasked with a variety of responsibilities ranging from overseeing the investment reporting team, managing investment vehicle liquidity, to liaising with various stakeholders.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Mentor and provide opportunities for the Investor Reporting team members to grow.</p><p>• Handle cash analysis, projections, and management of draws/paydowns on subscription facilities for investment vehicles.</p><p>• Ensure smooth workflow by approving expenditure and payables via various systems such as NEXUS, Paymode-X/Kyriba, and MRI.</p><p>• Consult with audit firms and tax consultants on accounting and tax issues and potential conclusions.</p><p>• Coordinate with external accounting consultants, service providers, and joint venture partners to support reporting deliverables.</p><p>• Maintain relationships with investors and other stakeholders, providing them with accurate and timely financial information.</p><p>• Handle the roll-up and reconciliation of investment accounts for various investment vehicles.</p><p>• Oversee the preparation of monthly reports for various investment vehicles.</p><p>• Lead the quarter-end close process, preparation, and review of financial statements.</p><p>• Coordinate with tax accountants and advisors to ensure compliance with REIT regulations.</p><p>• Work directly with various teams on ad hoc projects, oversee group level projects, and collaborate with other departments on company projects and initiatives.</p><p>• Identify and implement improvements in policies and procedures.</p><p>• Provide oversight on accounting analysis on onboarding new investment vehicles, acquisitions, financing, and dispositions.</p><p><br></p><p>If interested, please reach out Jeff Abrams via LinkedIn </p>
<p><strong>Senior Accounting Manager / Assistant Controller</strong></p><p><strong>Location:</strong> San Francisco, CA (4–5 days in office)</p><p><strong>Compensation:</strong> $160,000–$190,000 (DOE) + Bonus</p><p><br></p><p>A mission-driven private investment firm is seeking a <strong>Senior Accounting Manager / Assistant Controller</strong> to join its growing finance and accounting team in San Francisco. This is a unique opportunity to contribute to a firm that blends financial performance with social impact, particularly in the real estate sector focused on housing accessibility.</p><p><br></p><p><strong>About the Firm</strong></p><p>This premier organization has a national footprint and a strong track record of investing in real estate assets that support community development. With over $1 billion in assets under management and a collaborative team culture, the firm operates through joint ventures, direct acquisitions, and strategic partnerships. The team is lean, agile, and committed to excellence in both investment outcomes and operational execution.</p><p><br></p><p><strong>Position Overview</strong></p><p>Reporting to the Corporate Controller and working closely with the CFO, this role will be instrumental in enhancing internal and external financial reporting, supporting fund operations, and driving process improvements. You’ll collaborate across departments including Operations and Asset Management, and play a key role in managing audits, investor communications, and system implementations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee quarterly fund and property-level financial reviews</li><li>Ensure compliance with partnership agreements and reporting requirements</li><li>Lead quarterly reporting to limited partners, joint venture partners, and internal stakeholders</li><li>Support cash flow forecasting and liquidity planning</li><li>Collaborate with fund administrators and property managers</li><li>Manage post-acquisition prorations and onboarding processes</li><li>Drive improvements in accounting systems, policies, and procedures</li><li>Assist with treasury and cash management across multiple platforms</li><li>Document and refine financial policies and procedures</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Competitive salary and performance-based bonus</li><li>Opportunities for professional growth and leadership</li><li>A collaborative, entrepreneurial work environment</li><li>Office culture based in San Francisco’s Financial District (4 days/week)</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Senior Accounting Manager / Assistant Controller</strong></p><p><strong>Location:</strong> San Francisco, CA</p><p><strong>Compensation:</strong> $160,000–$190,000 (DOE) + Bonus</p><p><br></p><p><strong>About the Opportunity</strong></p><p>A mission-driven private investment firm is seeking a <strong>Senior Accounting Manager / Assistant Controller</strong> to join its expanding finance and accounting team in San Francisco. This is a unique opportunity to contribute to a firm that combines strong financial performance with meaningful social impact—particularly in the real estate sector focused on housing accessibility.</p><p><br></p><p><strong>About the Firm</strong></p><p>With over $1 billion in assets under management, this nationally recognized firm invests in real estate assets that promote community development. Operating through joint ventures, direct acquisitions, and strategic partnerships, the team is lean, agile, and committed to excellence in both investment outcomes and operational execution. The culture is collaborative, purpose-driven, and entrepreneurial.</p><p><br></p><p><strong>Role Overview</strong></p><p>Reporting to the Corporate Controller and working closely with the CFO, you’ll play a key role in strengthening financial reporting, supporting fund operations, and driving process improvements. This cross-functional role involves close collaboration with teams across Operations, Asset Management, and Investor Relations, and offers exposure to audits, investor communications, and systems implementation.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead quarterly financial reviews at both fund and property levels</li><li>Ensure compliance with partnership agreements and reporting standards</li><li>Manage quarterly reporting to limited partners, joint venture partners, and internal stakeholders</li><li>Support cash flow forecasting and liquidity planning</li><li>Collaborate with fund administrators and property managers</li><li>Oversee post-acquisition prorations and onboarding processes</li><li>Drive enhancements in accounting systems, policies, and procedures</li><li>Assist with treasury and cash management across multiple platforms</li><li>Document and refine financial policies and internal controls</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Competitive base salary and performance-based bonus</li><li>Opportunities for professional growth and leadership</li><li>A collaborative, entrepreneurial work environment</li><li>Office culture based in San Francisco’s Financial District (4–5 days/week in office)</li></ul><p><strong>Interested in Learning More?</strong></p><p>If this opportunity aligns with your career goals, I’d love to connect. Please send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario </strong>to start the conversation.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Assistant Controller </strong>at a <strong>Thriving Real Estate Investment Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Step into a role where your work drives real impact in multifamily real estate. Join a small, collaborative team and gain broad exposure across the business while contributing to its growth. Take ownership, make a difference, and grow professionally all with a competitive salary, full benefits, and a supportive culture.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund and property accounting reviews, audits, and financial statements.</li><li>Conduct quarterly property financial reviews and ensure LPA compliance.</li><li>Prepare and improve reporting for management and investors, including KPI dashboards.</li><li>Support cash flow forecasting and liquidity planning.</li><li>Collaborate with fund administration teams on processes and deliverables.</li><li>Oversee financials for acquisitions and post-closing prorations.</li><li>Lead system implementations and streamline processes.</li><li>Maintain financial policies and assist with treasury management.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Finance Associate – Tax Focus</p><p><strong>Location</strong>: San Francisco, CA (Hybrid or Onsite)</p><p><strong>Industry</strong>: Venture Capital / Emerging Technologies</p><p><br></p><p>Are you ready to work at the intersection of finance and innovation? A leading early-stage investment firm specializing in frontier technologies—including crypto, AI, and deep tech—is seeking a <strong>Finance Associate</strong> with strong tax expertise and fund operations experience. This is a high-impact role offering direct exposure to senior leadership, strategic initiatives, and some of the most exciting sectors shaping the future.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Finance Associate, you’ll be a key contributor to the firm’s financial infrastructure, managing tax compliance across multiple entities and supporting fund operations. You’ll collaborate with experienced professionals and help drive improvements in reporting, audits, and investor communications. This is an ideal opportunity for someone who thrives in a fast-paced, intellectually curious environment and wants to make a meaningful impact in venture capital.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>Tax Compliance & Strategy</strong></p><ul><li>Lead tax compliance for funds, general partners, and management entities</li><li>Review tax filings including K-1s, foreign disclosures, and estimated payments</li><li>Coordinate with external tax advisors and manage payment schedules</li><li>Conduct independent tax research and validate advisor recommendations</li><li>Respond to investor tax inquiries and lead ad-hoc research initiatives</li></ul><p><strong>Fund & Financial Operations</strong></p><ul><li>Review fund administrator reports and prepare quarterly NAV summaries</li><li>Support annual financial statement preparation and audit coordination</li><li>Track fund performance and investment valuations</li><li>Assist with capital calls, distributions, and accounts payable</li><li>Address investor inquiries and contribute to strategic finance projects</li></ul><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Be part of a mission-driven firm investing in transformative technologies</li><li>Work closely with senior leadership and gain exposure to high-level strategy</li><li>Contribute to operational excellence and innovation in digital finance</li><li>Enjoy a collaborative, high-performance culture with room to grow</li></ul><p><strong>Interested in joining a team that’s shaping the future of venture capital?</strong></p><p>Apply today by sending your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s connect and explore how this opportunity aligns with your career goals.</p>
<p>Robert Half is seeking a results-driven Billing Analyst with a strong background in accounts receivable (AR), aging analysis, and billing operations to join our client’s dynamic team. As a Billing Analyst, you will play a critical role in ensuring the financial health and accuracy of the organization’s revenue cycle through efficient and detailed billing and reconciliation processes.</p><p><br></p><p>In this role, the ideal candidate will oversee and maintain accurate aging reports, streamline billing operations, and collaborate with cross-functional teams to resolve discrepancies. Strong attention to detail, analytical skills, and the ability to prioritize tasks in a deadline-driven environment are key to success.</p><p><br></p><ul><li>Oversee the AR process by accurately posting payments, reconciling accounts, and managing outstanding balances for improved cash flow.</li><li>Regularly update and review accounts receivable aging reports to monitor delinquent accounts, reduce overdue balances, and provide actionable insights to stakeholders.</li><li>Ensure accurate and timely preparation of customer invoices, credit memos, and billing adjustments, in alignment with agreed-upon terms and contracts.</li><li>Reconcile discrepancies between payments received and invoices by working closely with AR teams and customers to ensure proper account resolution.</li><li>Communicate with customers regarding outstanding invoices and provide efficient support to resolve any billing-related issues.</li><li>Generate detailed monthly and quarterly reports summarizing AR trends, billing metrics, and collection efforts to support cash forecasting.</li><li>Ensure all billing and AR functions comply with organizational policies, audit requirements, and financial regulations</li></ul><p><br></p>
<p>Are you a detail-oriented accounting professional looking to take your career to the next level? We are seeking a <strong>Senior Accountant</strong> for an exciting opportunity in a growing organization. This position offers hands-on responsibility across the full spectrum of accounting processes, empowering you to drive efficient and accurate reporting. As a key contributor, you’ll work closely with leadership and play an instrumental role in ensuring seamless financial operations.</p><p><br></p><p><strong>About the Role</strong></p><p>As the Senior Accountant, you will oversee a variety of accounting functions, including general ledger management, financial reconciliations, and month-end close processes. Supporting the VP of Finance & Accounting, you will influence key decision-making and occasionally act as a point of contact for the Executive Leadership Team during their absence. You’ll need a keen eye for precision, an aptitude for data analysis, and a strong commitment to process improvement and compliance.</p><p><br></p><p><strong>What You’ll Do</strong></p><p>Your core responsibilities will include:</p><ul><li>Managing general ledger <strong>activities</strong> and ensuring proper reconciliation and accuracy in line with established accounting standards (GAAP).</li><li>Driving the <strong>month-end close process</strong> to deliver timely and accurate reporting.</li><li>Preparing trial balances, performing detailed account <strong>reconciliations</strong>, and reporting any discrepancies or variances.</li><li>Reviewing and processing essential <strong>transaction entries</strong> and journal entries, including EOY adjustments from external auditors.</li><li>Serving as a liaison for <strong>accounts payable/receivable (AP/AR)</strong> to resolve issues, analyze variances, and provide transactional support.</li><li>Supporting financial planning activities such as the <strong>annual budgeting process</strong> and year-end financial reviews.</li><li>Reviewing time card submissions while ensuring internal processes and procedures are followed.</li><li>Assisting with specialized <strong>accounting projects</strong> related to operations, including harvest accounting.</li><li>Developing and documenting <strong>internal processes and policies</strong> while maintaining robust internal controls.</li><li>Performing additional accounting and finance duties as assigned.</li></ul><p><br></p><p><br></p>
<p>We are looking for a highly organized Controller to oversee document management and ensure efficient handling of records and files for our organization. This role requires a detail-oriented individual who excels in maintaining accurate documentation and streamlining processes. Located in Oakland, California, this position offers an opportunity to contribute to a dynamic team environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee all accounting functions: billing, AR/AP, general ledger, inventory, and revenue recognition</li><li>Prepare journal entries and reconciliations for month-end close</li><li>Deliver weekly/monthly financial reports with budget-to-actual analysis</li><li>Maintain accuracy and transparency in financial transactions and reporting</li><li>Ensure compliance with tax and government reporting requirements</li><li>Lead annual budget and cash forecast planning</li><li>Manage cash flow, optimizing collections and vendor payments</li><li>Implement and maintain inventory management systems</li><li>Improve financial systems, processes, and reporting capabilities</li></ul><p><br></p>
<p>We are looking for a detail-oriented Project Accountant to join our team in Pleasant Hill, California. The ideal candidate will oversee financial processes related to project accounting, ensuring accuracy and compliance with company standards. This role requires a proactive individual with expertise in account reconciliation, billing, and financial reporting.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Process day-to-day accounting tasks, including accounts receivable/payable, job costing, banking, and PO/subcontract management.</li><li>Submit payroll to third-party provider; manage retirement and union payments, and update payroll-related records.</li><li>Enter invoices, issue AP checks, and handle 1099 preparation.</li><li>Oversee subcontractor billing and ensure up-to-date Certificates of Insurance (COIs).</li><li>Reconcile bank accounts monthly.</li><li>Maintain job cost accounting; prepare budgets, change orders, and Work-In-Progress (WIP) reports.</li><li>Track and record prepaid expenses (e.g., property taxes, insurance).</li><li>Support timely and accurate financial reporting on a monthly, quarterly, and annual basis; collaborate with CPA on required schedules.</li><li>Conduct monthly analysis of key financial metrics and implement improved reporting processes.</li><li>Provide financial insights and advice to ownership and management for process improvements.</li><li>Manage company cash flow and forecasting, reporting regularly to ownership.</li><li>Create annual budgets, rolling forecasts, and perform budget vs. actual variance analysis.</li><li>Assist with state business registrations, licenses, and various tax matters.</li><li>Coordinate with CPA firm for annual financial statement review and tax preparation.</li><li>Liaise with external parties including banks, bonding companies, insurance providers, and brokers.</li></ul><p><br></p>
