<p>If you’re a growth-minded wealth management professional who thrives in a people-first culture and wants to sharpen your craft through elite mentorship, this opportunity is for you. <strong><em>Jennifer Fukumae with Robert Half’s Financial Services Division</em></strong> is partnering with a high-growth, relationship-centered firm to identify a Sr. Relationship Manager to join their team.</p><p> </p><p><strong>The Opportunity</strong></p><p>This is a high-profile role for a financial planning professional who blends technical depth with strong emotional awareness. As a Lead Advisor, you’ll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance, and investment needs. Ideal for someone who thrives on complex challenges, teamwork, and a culture committed to excellence.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs</li><li>Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors</li><li>Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations</li><li>Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization</li><li>Co-present financial strategies and tailored recommendations during client meetings with advisory partners</li><li>Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions</li><li>Coach and develop junior team members in Operations and Client Services</li><li>Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management</li><li>Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards</li><li>Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities</li></ul><p><br></p>
<p><strong>Want to know more? Apply today and send your resume via LinkedIn to JC del Rosario — let’s explore whether this opportunity aligns with your next career move.</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking an experienced <strong>Accounting/Tax Manager</strong> to support a sophisticated family office environment. This role oversees comprehensive accounting, reporting, investment, compliance, and tax activities across multiple entities. The ideal candidate brings strong technical expertise, leadership capability, and a commitment to delivering high‑touch service to complex client relationships. You will play a key role in operational excellence, working closely with internal and external professionals while supporting multi‑entity financial stewardship.</p><p><br></p><p><strong>Primary Responsibilities</strong></p><p><strong>Client & Advisory Support</strong></p><ul><li>Coordinate across tax, estate, trust, insurance, and investment disciplines to deliver integrated solutions.</li><li>Prepare clear, accurate reporting packages tailored to client needs.</li></ul><p><strong>Leadership & Oversight</strong></p><ul><li>Supervise, train, and mentor accounting and administrative staff.</li><li>Manage outsourced providers and maintain a strong client‑service focus.</li></ul><p><strong>Accounting & Reporting</strong></p><ul><li>Oversee accounting for individuals, trusts, partnerships, LLCs, and pooled investment vehicles.</li><li>Manage monthly, quarterly, and annual close cycles.</li><li>Prepare and review financial statements, including cash flow and budget‑to‑actuals.</li><li>Maintain reconciliations, coding accuracy, and supporting documentation.</li><li>Strengthen financial systems, controls, and reporting processes.</li></ul><p><strong>Planning & Analysis</strong></p><ul><li>Lead budgeting, forecasting, and financial planning across entities.</li><li>Analyze financial and cash‑flow results and provide actionable insights.</li><li>Develop liquidity strategies aligned with broader objectives.</li></ul><p><strong>Compliance & Risk Management</strong></p><ul><li>Ensure compliance with SEC, RIA, and federal/state/local requirements.</li><li>Oversee tax filings, payments, 1099 reporting, and coordination with third‑party preparers.</li><li>Maintain tax basis documentation and support audit readiness.</li><li>Identify and mitigate financial, operational, and investment‑related risks.</li><li>Support KYC/AML processes and maintain required documentation.</li></ul><p><strong>Investment Administration</strong></p><ul><li>Oversee administrative functions for pooled investment vehicles.</li><li>Coordinate with external administrators and support investment‑related reporting.</li></ul><p><strong>Additional Duties</strong></p><ul><li>Participate in special projects that enhance departmental operations.</li><li>Maintain strict confidentiality while handling sensitive financial information.</li></ul>
<p>For wealth management professionals with a growth mindset who excel in a collaborative, people-first environment, this is a chance to elevate your skills through top-tier mentorship. <strong><em>Jennifer Fukumae with Robert Half’s Financial Services Division</em> </strong>is partnering with a fast-growing, white-glove service firm to recruit a Senior Planner to join their dynamic team.</p><p><br></p><p>This is a high-profile role for a financial planning professional who blends technical depth with strong emotional awareness. As a Senior Planner you’ll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance, and investment needs. Ideal for someone who thrives on complex challenges, teamwork, and a culture committed to excellence.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs</li><li>Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors</li><li>Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations</li><li>Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization</li><li>Co-present financial strategies and tailored recommendations during client meetings with advisory partners</li><li>Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions</li><li>Coach and develop junior team members in Operations and Client Services</li><li>Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management</li><li>Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards</li><li>Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities</li></ul><p><br></p>
<p>If you’re a growth-minded wealth management professional who thrives in a people-first culture and wants to sharpen your craft through elite mentorship, this opportunity is for you. <strong><em>Jennifer Fukumae with Robert Half’s Financial Services Division</em> </strong>is partnering with a high-growth, relationship-centered firm to identify a Lead Advisor.</p><p><br></p><p><strong>The Opportunity</strong></p><p>This is a high-profile role for a financial planning professional who blends technical depth with strong emotional awareness. As a Lead Advisor, you’ll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance, and investment needs. Ideal for someone who thrives on complex challenges, teamwork, and a culture committed to excellence.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs</li><li>Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors</li><li>Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations</li><li>Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization</li><li>Co-present financial strategies and tailored recommendations during client meetings with advisory partners</li><li>Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions</li><li>Coach and develop junior team members in Operations and Client Services</li><li>Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management</li><li>Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards</li><li>Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities</li></ul><p><br></p>
<p>We are looking for an experienced Finance Manager to lead strategic planning, budgeting, and financial analysis efforts. This role is pivotal in driving organizational success through effective financial modeling and decision-making. The ideal candidate will bring expertise in corporate financial planning and a deep understanding of adaptive insights to help shape the company’s financial future. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead the annual budgeting process and ongoing forecasts, ensuring alignment with organizational goals.</li><li>Consolidate and validate budget requirements; develop multi-year forecasts for revenue, expenses, staffing, and contribution margins.</li><li>Create and maintain KPIs, metrics, and dashboards to monitor performance across departments.</li><li>Prepare detailed variance analyses with insights and actionable recommendations.</li><li>Conduct financial modeling and scenario analyses for key initiatives, programs, and revenue streams.</li><li>Analyze and present complex data clearly using charts, dashboards, and visual reports.</li><li>Develop business plans and financial cases, including ROI, risk, and resource allocation recommendations.</li><li>Deliver concise executive summaries and facilitate data-driven decision-making discussions.</li><li>Act as the primary financial advisor to budget managers, providing proactive guidance and support.</li><li>Develop and lead training sessions to enhance financial literacy and forecasting skills.</li><li>Draft, communicate, and advise on budget policies and financial governance practices.</li><li>Prepare accurate and timely financial reports for senior leadership and the Board of Trustees.</li><li>Produce analytical reports and background materials on institutional finances and resource management.</li><li>Streamline financial data flows and enhance system integration for accurate, centralized reporting.</li><li>Establish data quality standards, perform audits, and maintain consolidated historical data.</li><li>Ensure compliance with institutional policies and applicable laws.</li><li>Participate in community events and organizational initiatives.</li><li>Perform additional duties as assigned.</li></ul>
<p><strong>Want to learn more?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — let’s explore whether this opportunity aligns with your next career move.</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking an <strong>Accounting & Tax Manager</strong> to support a sophisticated, multi‑entity family office. This role leads end‑to‑end accounting, reporting, investment administration, compliance, and tax functions across a diverse portfolio of entities. The ideal candidate brings deep technical expertise, strong leadership skills, and a service mindset suited for complex, high‑touch client environments. You will be a key contributor to financial stewardship and operational excellence, partnering closely with internal stakeholders and external advisors.</p><p><br></p><p><strong>Primary Responsibilities</strong></p><p><strong>Client & Advisory Support</strong></p><ul><li>Collaborate across tax, estate, trust, insurance, and investment disciplines to deliver integrated client solutions.</li><li>Prepare clear, accurate, and customized reporting packages.</li></ul><p><strong>Leadership & Oversight</strong></p><ul><li>Supervise, train, and mentor accounting and administrative team members.</li><li>Manage outsourced providers while maintaining a strong client‑service orientation.</li></ul><p><strong>Accounting & Reporting</strong></p><ul><li>Oversee accounting for individuals, trusts, partnerships, LLCs, and pooled investment vehicles.</li><li>Manage monthly, quarterly, and annual close processes.</li><li>Prepare and review financial statements, including cash‑flow analyses and budget‑to‑actuals.</li><li>Maintain reconciliations, coding accuracy, documentation, and audit support.</li><li>Enhance financial systems, internal controls, and reporting workflows.</li></ul><p><strong>Planning & Analysis</strong></p><ul><li>Lead budgeting, forecasting, and financial planning across multiple entities.</li><li>Evaluate financial and cash‑flow results and deliver actionable insights.</li><li>Develop liquidity strategies aligned with broader wealth‑management objectives.</li></ul><p><strong>Compliance & Risk Management</strong></p><ul><li>Ensure compliance with SEC, RIA, and relevant federal, state, and local regulations.</li><li>Oversee tax filings, estimated payments, 1099 reporting, and coordination with external tax preparers.</li><li>Maintain tax‑basis documentation and support audit readiness.</li><li>Identify and mitigate financial, operational, and investment‑related risks.</li><li>Support KYC/AML processes and maintain required documentation.</li></ul><p><strong>Investment Administration</strong></p><ul><li>Oversee administrative responsibilities for pooled investment vehicles.</li><li>Partner with external administrators and support investment‑related reporting.</li></ul><p><strong>Additional Duties</strong></p><ul><li>Contribute to special projects that enhance departmental and organizational operations.</li><li>Maintain strict confidentiality and professional discretion when handling sensitive financial information.</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER /DIRECTOR</strong></p><p><br></p><p>Well established and real estate investment company with over 6B AUM is expanding and seeks a dynamic Senior Accounting Manager for their property division. The Sr. Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy and potential to be promoted to Director of Accounting.</p><p><br></p><p>Responsibilities:</p><p>• Manage the financial close process, ensuring accuracy and timely completion of reports.</p><p>• Review and approve journal entries, budgets, payroll, and expense allocations, while identifying and resolving discrepancies.</p><p>• Oversee the integrity of the general ledger, including intercompany transactions, loan schedules, and reconciliations.</p><p>• Conduct and manage bank reconciliations, wire transfers, mortgage payments, and financial disbursements to ensure compliance.</p><p>• Monitor cash security processes, including disbursement approvals and account reconciliations.</p><p>• Provide financial data and reports to support transactions, financing, and capital planning initiatives.</p><p>• Lead financial analysis to assess revenue and expenditure trends, optimizing organizational financial performance.</p><p>• Collaborate with external auditors and CPAs to ensure compliance with regulatory and internal accounting policies.</p><p>• Mentor and develop a team of accounting professionals, fostering growth and accountability.</p><p>• Identify and implement process improvements to enhance operational efficiency and reporting accuracy.</p>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a rapidly scaling investment management firm</strong> to identify a <strong>Tax Manager</strong> to join their team in a <strong>fully remote</strong> capacity.</p><p>This firm operates in a highly academic, collaborative environment and has experienced exceptional growth in assets under management over a short period of time. The team works closely with senior leadership, engineering, and fund operations to support complex tax needs and new fund launches.</p><p><br></p><p><strong>Position Details</strong></p><ul><li><strong>Title:</strong> Tax Manager</li><li><strong>Location:</strong> Fully Remote (U.S.)</li><li><strong>Experience Level:</strong> 5+ years</li><li><strong>Schedule:</strong> Full-time</li></ul><p><br></p><p><strong>Role Overview</strong></p><ul><li>Oversee U.S. tax compliance for assigned funds and related entities, from initial data gathering through final filings</li><li>Review federal and state tax filings and investor reporting for accuracy and completeness</li><li>Serve as a point of contact for investor tax-related questions</li><li>Coordinate with external advisors, banks, legal teams, and internal stakeholders</li><li>Handle time-sensitive tax requests and special projects with precision</li><li>Apply expertise in hedge fund tax considerations, including foreign investor structures and tax exposure analysis</li><li>Partner with fund accounting and operations teams on ongoing processes</li><li>Perform monthly income tax assessments and review pass-through entity tax calculations</li></ul><p><strong>Why This Opportunity</strong></p><ul><li>Fully remote role with strong work-life balance</li><li>Collegial, collaborative culture with excellent team tenure</li><li>Leadership team with deep academic and technical backgrounds (PhD-led organization)</li><li>Exposure to senior leadership and decision-makers</li><li>Opportunity to support new fund launches and process automation initiatives</li><li>Extremely fast-growing organization with significant AUM expansion</li><li>Competitive benefits package, including:</li><li>20 days PTO + 9 sick days</li><li>401(k) with company match</li><li>Premium health benefits comparable to top-tier tech firms</li></ul><p><br></p><p><br></p>
<p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect and share more about this opportunity!</p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a motivated, detail‑oriented professional to join our team in a role that supports key operational and strategic functions. You’ll collaborate closely with cross‑functional partners, contribute to important initiatives, and take ownership of meaningful work. This position is well‑suited for someone who thrives in a dynamic environment and enjoys driving results with precision and professionalism.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and execute core responsibilities with accuracy, timeliness, and adherence to internal processes</li><li>Collaborate with internal and external partners to support ongoing projects and operational workflows</li><li>Communicate clearly and professionally with team members, stakeholders, and clients</li><li>Analyze information, identify areas for improvement, and contribute to informed decision‑making</li><li>Support departmental goals through ad hoc tasks, special projects, and evolving priorities</li></ul><p><br></p><p><strong>What We Offer</strong></p><ul><li>Competitive compensation aligned with responsibilities and market benchmarks</li><li>Access to professional development resources and growth opportunities</li><li>A supportive, team‑oriented environment with room to make a meaningful impact</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a motivated and detail‑oriented professional to join our team. In this role, you will contribute to key operational, strategic, or technical functions and collaborate with cross‑functional partners to support organizational goals. This position is ideal for someone who thrives in a dynamic environment and enjoys taking ownership of their work.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and execute core responsibilities related to the role, ensuring accuracy, timeliness, and adherence to internal policies.</li><li>Collaborate with internal and external stakeholders to support ongoing projects and operational workflows.</li><li>Provide clear, professional communication to team members, partners, or clients.</li><li>Analyze information, identify opportunities for improvement, and support decision‑making processes.</li><li>Participate in ad‑hoc tasks or initiatives as needed to support departmental goals</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation aligned with role responsibilities and market standards.</li><li>Access to professional development opportunities and learning resources.</li><li>Supportive, team‑oriented environment with opportunities for impact and growth.</li></ul>
<p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
<p><strong>Ready to Take the Next Step?</strong></p><p>If this opportunity aligns with where you want your career to go, apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong>—let’s connect and explore how this role can help you level up.</p><p><br></p><p><strong>About the Company </strong></p><p>This privately held real estate investment organization has a diverse portfolio spanning <strong>hospitality, commercial office, and other real estate assets</strong> across the United States. The company has a long-standing presence in the industry and is part of a broader family of affiliated businesses operating at large scale across multiple states. The organization is recognized for its <strong>entrepreneurial culture</strong>, growth-oriented mindset, and commitment to owning and managing high‑quality assets.</p><p><br></p><p><strong>The Role</strong></p><p>The company is seeking a <strong>Property Accounting Manager</strong> to support a <strong>two‑building Class A office property</strong> located in San Francisco's central business district. With the property currently undergoing <strong>renovations and amenity upgrades</strong>, this role offers a dynamic environment suited for someone who enjoys operational involvement in addition to core accounting responsibilities.</p><p><br></p><p>You’ll oversee full-cycle property accounting while contributing to <strong>lease administration, lender reporting, construction accounting, and financial operations</strong>. You’ll partner closely with a collaborative property management team known for its supportive, fun, and engaged culture — <strong>dogs included!</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage full-cycle property accounting: journal entries, accruals, reconciliations, financial reporting</li><li>Support lease administration, including new and renewal lease setup in <strong>MRI/PMX</strong></li><li>Prepare construction draws for lenders and track renovation/construction costs</li><li>Assist with accounting for <strong>leasing commissions, tenant improvements, and capital projects</strong></li><li>Work with property management on ad hoc projects, including new lease onboarding and renovation support</li><li>Build and maintain accounting checklists and <strong>Smartsheets</strong> to streamline workflows</li><li>Support operational and financial planning with property leadership</li><li>Opportunity to expand responsibilities as <strong>additional office assets</strong> are acquired locally</li></ul><p><strong>Why Join</strong></p><ul><li>Work closely with experienced property leaders in a supportive, collaborative environment</li><li>Gain exposure to <strong>construction, leasing, and renovation accounting</strong></li><li>Significant <strong>growth potential</strong> as the office portfolio expands</li><li>Fun, professional environment where your work directly influences asset performance</li></ul>
<p>We are high-growth startup in the SaaS/AI space looking for an experienced Accounting Manager to oversee financial operations and ensure accuracy in all accounting processes. This role is based in San Francisco, California, and offers an opportunity to lead key functions such as general ledger management and month-end closings. The ideal candidate will bring a strong attention to detail and a commitment to maintaining compliance with financial regulations.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with the Controller to manage the monthly close process and coordinate cross-functional deliverables.</li><li>Review journal entries and account reconciliations prepared by internal teams and external partners.</li><li>Prepare monthly reporting packages, including financial statements, variance analyses, and KPI reconciliations.</li><li>Ensure the accuracy and completeness of the general ledger across revenue, equity, expenses, and assets.</li><li>Oversee accounting for foreign entities, ensuring compliance with local GAAP and alignment with U.S. GAAP.</li><li>Review intercompany reconciliations and consolidation entries.</li><li>Collaborate with the Controller to prepare consolidated financial statements.</li><li>Support foreign currency remeasurement, translation adjustments, transfer pricing, and intercompany analyses.</li><li>Support technical accounting assessments related to revenue, equity, capitalization, and leases.</li><li>Draft technical accounting memos and compile supporting documentation.</li><li>Ensure accounting policies are effectively implemented within systems and operational workflows.</li><li>Support revenue processes and consistent application of ASC 606.</li><li>Review schedules and analyses prepared by senior accountants or external consultants.</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager| Family Office| San Francisco| Hybrid, 3 days in </strong></p><p> </p><p>Our client is a leading multi-generational family office serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance.</p><p> </p><p>This is a highly visible role advising sophisticated clients and overseeing complex family wealth structures. You’ll partner with experienced professionals, lead key financial functions, and have real influence in a collaborative, high-caliber environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a trusted advisor across tax, estate, trust, insurance, and investment matters</li><li>Lead and develop accounting and administrative teams</li><li>Oversee accounting, reporting, tax, compliance, and financial operations</li><li>Manage close, financial statements, reconciliations, and controls</li><li>Drive system improvements, automation, and process efficiency</li><li>Lead budgeting, forecasting, cash flow, and financial analysis</li><li>Coordinate tax filings, audits, risk management, and KYC/AML</li><li>Administer pooled investment vehicles and maintain strict confidentiality </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax & Accounting Manager| Family Office| San Francisco| Hybrid, 3 days in </strong></p><p> </p><p>Our client is a leading multi-generational family office serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance.</p><p> </p><p>This is a highly visible role advising sophisticated clients and overseeing complex family wealth structures. You’ll partner with experienced professionals, lead key financial functions, and have real influence in a collaborative, high-caliber environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a trusted advisor across tax, estate, trust, insurance, and investment matters</li><li>Lead and develop accounting and administrative teams</li><li>Oversee accounting, reporting, tax, compliance, and financial operations</li><li>Manage close, financial statements, reconciliations, and controls</li><li>Drive system improvements, automation, and process efficiency</li><li>Lead budgeting, forecasting, cash flow, and financial analysis</li><li>Coordinate tax filings, audits, risk management, and KYC/AML</li><li>Administer pooled investment vehicles and maintain strict confidentiality </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Accounting Manager</strong></p><p><strong>Location:</strong> Oakland, CA | Hybrid (Parking Provided)</p><p><strong>Schedule:</strong> 2–3 days in office weekly; up to 4 days during initial onboarding</p><p><strong>Compensation:</strong> $135,000–$165,000 base + Discretionary Bonus</p><p> </p><p>Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on <strong>LinkedIn</strong> to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>Overview</strong></p><p>A nationally recognized real estate development company is seeking an experienced <strong>Accounting Manager</strong> to oversee financial operations for a portfolio of large-scale, long-term development projects. This role blends technical accounting expertise with hands-on project involvement, making it ideal for someone who enjoys complexity, variety, and working across departments to ensure accurate and timely financial reporting.</p><p> </p><p><strong>Position Summary</strong></p><p>The Accounting Manager will be responsible for end-to-end accounting processes related to multiple development projects, from initial budgeting and cost coding to financial closeout. This includes job cost accounting, percentage-of-completion calculations, acquisition and disposition accounting, and financial reporting. The role requires an ability to interpret construction contracts, manage project cash flows, enforce process controls, and partner closely with both accounting and project management teams.</p><p> </p>
We seek an experienced controller to oversee our accounting staff of five. The ideal candidate will have significant Accounting and Costing experience in the manufacturing industry. You will be responsible for all accounting and reporting, decision support analysis, cash management, budgeting and forecasting. Must be a strong communicator and skilled financial analyst. This person will have responsibility for creating and maintaining our budgeting, payroll, and financial reporting processes along with internal control and reporting systems. Oversee and monitor cost accounting system and provide recommendations and guidance to management and help improve our operational efficiency and aid in our continued growth. <br> In essence, the Financial Controller is a key leader within the finance team, responsible for ensuring the financial health and stability of the organization while also contributing to its strategic direction. <br> Responsibilities include: • Manage daily accounting operations • Prepare Monthly Financial Statements, including Balance Sheet, Income Statement, Cash Flows, Management Recommendations and Forecasts. • Advise Management of Recommendations and Financial Analysis • Implement Procedures and internal controls as the company grows. • Provide Strategic Planning • Financial Reporting and Analysis: Preparing and presenting financial statements, reports, and analysis. • Compliance and Risk Management: Ensuring compliance with financial regulations, accounting standards, and internal policies. • Cash Flow Management: Monitoring and managing cash flow, including accounts receivable and payable. • Payroll: Responsible for completing the Salary Payroll process. • Team Leadership: Leading and mentoring a team of finance professionals.
<p><strong>Ready to take the next step?</strong> Apply today and connect with <strong>JC del Rosario</strong> on LinkedIn—I’d love to hear from you</p><p><br></p><p><strong>Accounting Manager – Real Estate Development</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Accounting Manager</strong> to oversee financial operations for multiple real estate development projects. This role is critical in managing job cost accounting, budgeting, forecasting, and financial reporting while ensuring compliance and strong internal controls. You’ll collaborate closely with project managers and senior leadership in a fast-paced, dynamic environment where no two projects are the same.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead job cost accounting processes and maintain budget controls using <strong>Yardi Voyager Job Cost</strong> module.</li><li>Conduct monthly and quarterly job cost meetings; provide data for sales transactions and cash flow forecasting.</li><li>Review construction contracts for accuracy and compliance.</li><li>Oversee accruals, vendor setup, and contract closeouts.</li><li>Support annual budgets, quarterly reforecasts, and audit preparation.</li><li>Research and document accounting treatments for complex transactions.</li><li>Drive process improvements and maintain robust internal controls.</li></ul><p><br></p><p><strong>Why Join Us</strong></p><ul><li>Work on diverse, high-impact projects that shape communities.</li><li>Collaborative, entrepreneurial leadership team that values innovation.</li><li>Opportunities for growth and advancement in a dynamic environment.</li><li>Competitive compensation and comprehensive benefits package.</li></ul>
<p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect and share more about this opportunity!</p><p><br></p><p><strong>Senior Valuation Analyst — Venture Capital Fund</strong></p><p><strong>About the Role</strong></p><p>A leading venture capital investment firm is seeking a <strong>Senior Valuation Analyst</strong> to join its Finance & Operations team. This role is perfect for a detail‑driven, analytical professional with strong expertise in valuation, fund operations, and venture capital financial reporting. You will be central to the quarterly fair‑value process, fund accounting support, audit preparation, and investor reporting for a diverse and growing VC portfolio.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Valuations (Quarterly ASC 820 Compliance)</strong></p><ul><li>Prepare and document quarterly valuation analyses using established venture capital valuation methodologies.</li><li>Assess and validate key assumptions using company‑specific, legal, and market‑based inputs.</li><li>Present valuation findings, support, and methodologies to auditors, valuation committees, and firm partners.</li></ul><p><strong>Fund Operations & Financial Reporting</strong></p><ul><li>Support the quarterly close process, including review of financial statements and partner capital statements.</li><li>Assist with the preparation of quarterly and annual audited financials.</li><li>Review capital call and distribution allocations for accuracy and compliance.</li></ul><p><strong>Venture Capital Fund Support</strong></p><ul><li>Review fund and transaction documents to ensure accurate financial and valuation reporting.</li><li>Maintain and improve valuation models for Level 3 investments.</li><li>Collaborate with portfolio company management teams to gather financial and qualitative inputs.</li></ul><p><strong>General Finance, Operations & Compliance</strong></p><ul><li>Support investor communications and updates through the investor portal.</li><li>Assist with capital call and distribution processes and broader operational workflows.</li><li>Contribute to materials for annual meetings and advisory committee sessions.</li><li>Partner with Compliance leadership on documentation, DDQs, controls, and SEC audit readiness.</li></ul>
<p>We are looking for an experienced Accounting Manager to join our team in Oakland, California. In this role, you will oversee key financial operations, ensuring accuracy and compliance in all accounting activities. The ideal candidate brings strong expertise in managing month-end processes, reconciling accounts, and preparing financial statements.</p><p><br></p><p>Responsibilities:</p><p>• Oversee month-, quarter-, and year-end closes, ensuring timely, accurate reporting and continuous process improvements.</p><p> • Prepare financial statements and reports in compliance with accounting standards, providing actionable insights to management.</p><p> • Manage inventory accounting, costing, and valuation; lead counts, reconcile variances, and ensure effective inventory controls.</p><p> • Lead and mentor AP/AR teams, setting KPIs, fostering collaboration, and supporting training and development.</p><p> • Optimize NetSuite ERP and integrated systems to enhance reporting accuracy, efficiency, and business alignment.</p>
<p>We are looking for an experienced Billing Supervisor/Manager to oversee the daily operations of student billing and account management at our institution in San Francisco, California. This role is pivotal in ensuring the accurate and timely processing of tuition, fees, and other charges, while maintaining detailed financial records and delivering excellent customer service to students and their families. The ideal candidate will also contribute to compliance with institutional policies and collaborate with various departments to guarantee the accuracy of financial accounts. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Generate and distribute tuition and fee statements each term.</p><p>• Record charges, adjustments, payments, and credits to student accounts.</p><p>• Administer and monitor student payment plans for compliance.</p><p>• Process refunds in accordance with Title IV and institutional regulations.</p><p>• Respond to billing and payment inquiries from students and families.</p><p>• Send payment reminders and assist with follow-up on past-due accounts.</p><p>• Collaborate with Financial Aid and Registrar offices to ensure account accuracy.</p><p>• Assist with reconciling student accounts to the general ledger and financial aid records.</p><p>• Maintain current knowledge of student billing policies and procedures.</p><p>• Prepare regular reports on account balances, aging, and payment plans.</p><p>• Perform other related duties as assigned.</p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Valuation Analyst — Venture Capital Fund</strong></p><p><br></p><p><strong>About the Role</strong></p><p>A leading venture capital investment firm is seeking a <strong>Senior Valuation Analyst</strong> to join its Finance & Operations team. This role is ideal for a detail‑oriented, analytical professional with a deep understanding of valuation, fund operations, and venture capital financial reporting. You’ll play a critical role in quarterly fair value processes, fund accounting support, audit preparation, and investor reporting across a dynamic VC portfolio.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Valuations (Quarterly 820 Compliance)</strong></p><ul><li>Prepare and document <strong>quarterly valuation analyses</strong> using established VC valuation methodologies</li><li>Identify and evaluate <strong>key assumptions</strong>, incorporating company, legal, and market inputs</li><li>Present valuation findings and methodologies to <strong>auditors, valuation committees, and firm Partners</strong></li></ul><p><strong>Fund Operations & Financial Reporting</strong></p><ul><li>Support quarterly close, including review of financial statements and partner statements</li><li>Assist in preparing <strong>quarterly and annual audited financials</strong></li><li>Review capital call and distribution allocations for accuracy and compliance</li><li>Manage cash processes, including reconciliation review and <strong>capital call planning</strong></li><li>Mentor and support fund accountants</li><li>Prepare audit documentation and respond to <strong>LP inquiries</strong></li><li>Participate in ad hoc projects throughout quarterly and annual cycles</li></ul><p><strong>Venture Capital Fund Support</strong></p><ul><li>Review fund and transaction documents to ensure accurate reporting</li><li>Maintain and enhance valuation models for <strong>Level 3 investments</strong></li><li>Engage with portfolio company management to gather financial and qualitative inputs</li><li>Review NAV packages and support quarterly financial statement preparation for <strong>funds and SPVs</strong></li><li>Assist with audits, including drafting financial statement notes</li><li>Calculate and manage <strong>capital calls, distributions, waterfalls, and carried interest</strong></li><li>Assist with tax return preparation and supporting schedules for funds and SPVs</li><li>Support investor due diligence and develop performance analyses as needed</li></ul><p><strong>General Finance, Operations & Compliance</strong></p><ul><li>Support investor communications and updates through the investor portal</li><li>Assist with capital call/distribution processes and operational workflows</li><li>Contribute to preparation for annual meetings and advisory committee meetings</li><li>Partner with Compliance leadership on documentation, DDQs, process controls, and <strong>SEC audit support</strong></li></ul>
<p>The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all</p><p>accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management</p><p>and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.</p><p>● Maintains accurate and current books and records for all assigned entities.</p><p>● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.</p><p>● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>● Maintains accurate and timely records of intercompany transactions.</p><p>● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. </p><p>● Prepares annual financial plans in collaboration with estate management.</p><p>● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains</p><p>effective relationships with partners.</p><p>● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of</p><p>claim status.</p><p>● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.</p><p>● Participates in special projects and initiatives as requested by the CEO.</p><p>● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.</p><p><br></p>
<p><strong>Interested? Apply today and share your resume with JC del Rosario on LinkedIn—I’d love to connect!</strong></p><p><br></p><p><strong>Property Accounting Manager – Help Shape the Future of a Landmark Property!</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a hands-on, detail-oriented accounting professional to join our team as <strong>Property Accounting Manager</strong>. In this role, you’ll take full ownership of day-to-day property accounting for a two-building commercial property in San Francisco’s Market Center—currently undergoing major renovations and amenity upgrades. This is an exciting opportunity to work in a dynamic environment where your contributions directly influence the success of a high-profile asset.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage all aspects of property accounting, including journal entries, accruals, reconciliations, and reporting.</li><li>Set up new and renewal leases in MRI/PMX.</li><li>Prepare construction draws and track project costs.</li><li>Handle accounting for leasing commissions, tenant improvements, and capital projects.</li><li>Collaborate with property management on ad-hoc projects and renovations.</li><li>Develop checklists and Smartsheets to streamline workflows.</li><li>Support lender reporting and financial planning.</li><li>Expand responsibilities as additional properties are acquired.</li></ul><p><strong>Why You’ll Love It Here</strong></p><ul><li>Work closely with the GM and a supportive, fun property management team (yes—dogs welcome!).</li><li>Gain exposure to construction, leasing, and renovation accounting.</li><li>Enjoy growth potential as the portfolio expands in San Francisco.</li><li>Competitive compensation and benefits in a professional yet relaxed environment.</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Accounting Manager – Hybrid Role in Emeryville, CA</strong></p><p><br></p><p><strong>About the Opportunity</strong></p><p>Join a national leader in mixed-use development! We’re seeking an <strong>Accounting Manager</strong> to oversee financial management for multiple development projects. This role offers the chance to work on complex, high-profile real estate projects—transforming airports, military bases, and industrial sites into thriving communities. If you thrive in a fast-paced environment and enjoy variety, this is the perfect opportunity.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage job cost accounting and enforce budget controls using Yardi Voyager</li><li>Lead monthly/quarterly job cost meetings and provide data for sales transactions and cash flow forecasting</li><li>Review construction contracts for compliance and accuracy</li><li>Oversee accruals, vendor setup, and project close-outs</li><li>Support budgeting, forecasting, and financial reporting for development projects</li><li>Ensure accurate percentage-of-completion calculations and documentation</li><li>Prepare audit schedules and year-end materials</li><li>Drive process improvements and maintain strong internal controls</li></ul><p><strong>Why You’ll Love It Here</strong></p><ul><li>Hybrid schedule: 2–3 days onsite (4 days during onboarding)</li><li>Parking included</li><li>Entrepreneurial leadership and diverse, complex projects—no two deals are the same</li><li>Collaborative, creative environment with strong tenure and growth opportunities</li></ul>
