Add your latest resume to match with open positions.

18 results for Senior Tax Services Associate in Santa Rosa, CA

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
98000 - 131000 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-09-11T00:00:00Z

Senior Accountant

San Francisco, CA
onsite
Temporary / Contract
52.25 - 60.5 USD / Hourly
We are looking for an experienced Senior Accountant to support a respected private equity organization in San Francisco, California. This Long-term Contract opportunity is ideal for someone who thrives in a hybrid environment, with one day onsite and the remainder of the week working remotely, and who brings strong expertise in expense review, journal entry preparation, and core accounting operations. The role is especially well suited to professionals with exposure to alternative investments and a genuine interest in using AI-driven ideas to strengthen accounting workflows and efficiency. Responsibilities: • Review employee and business expense activity in Concur to ensure accuracy, policy compliance, and proper accounting treatment. • Prepare and post journal entries related to daily and monthly accounting activity, maintaining complete and well-supported records. • Support month-end close by coordinating ledger updates, validating balances, and helping deliver timely financial information. • Perform account reconciliations, including bank reconciliations, and investigate discrepancies through to resolution. • Maintain the integrity of the general ledger by monitoring transactions and identifying items requiring correction or follow-up. • Partner with internal stakeholders to improve expense reporting and accounting processes, including participation in workflow automation initiatives where appropriate. • Contribute accounting support within a private equity environment, applying an understanding of fund-related activity and alternative investment structures. • Assist in documenting procedures and recommending practical improvements that enhance accuracy, control, and operational efficiency.
2026-08-24T00:00:00Z

Senior Wealth Analyst

San Francisco, CA
onsite
Permanent / Full Time
115000 - 145000 USD / Yearly
Anisa Henry is partnering with a well-established wealth management firm is seeking a Senior Wealth Analyst to support advisors and clients across a broad range of financial planning, investment management, and client service functions. This role serves as a key member of the client service team, partnering closely with clients, advisors, and internal stakeholders to coordinate client relationships, manage complex workflows, support portfolio oversight, and deliver comprehensive wealth planning analyses covering areas such as retirement, tax, estate, insurance, philanthropy, education, and cash flow planning. The ideal candidate is highly organized, client-focused, and collaborative, with the ability to manage multiple priorities, contribute to team development, and help deliver an exceptional client experience within a growing and team-oriented advisory environment offering hybrid work flexibility and long-term career growth opportunities. Benefits & Perks<ul><li>Competitive benefits package available</li><li>20 days of paid time off, with increased accrual based on tenure</li><li>Medical, dental, and vision insurance with significant employer contribution for employees and dependent coverage</li><li>Employer-sponsored profit-sharing program with quarterly contributions</li><li>Paid parental leave for both primary and secondary caregivers</li><li>Charitable gift matching program up to an annual maximum</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

Senior Accountant @ Top Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Accountant | Investment Firm | San Francisco | Base + Bonus + Profit Sharing Join a leading global private investment firm in a highly visible role supporting complex GP and partner investment structures. You'll work closely with senior stakeholders and collaborate across accounting, tax, legal, and investor relations, providing broad exposure beyond traditional fund accounting. This is an excellent opportunity for someone who wants to deepen their private markets experience while gaining exposure to partner reporting, investment structures, and GP operations. The team also values automation, AI, and process improvement, giving you the opportunity to help modernize reporting and workflows. Responsibilities<ul><li>Support administration and reporting for GP and LP investment interests </li><li>Prepare and reconcile capital calls, distributions, transfers, and capital account activity </li><li>Support quarterly and year-end reporting across domestic and international entities </li><li>Track deferred compensation, fee waivers, elections, and private investment allocations </li><li>Coordinate new investment activity and related documentation </li><li>Partner with internal teams and third-party administrators on investment matters </li><li>Maintain reporting tools, controls, and data accuracy </li><li>Drive automation, AI, and process improvements </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-18T00:00:00Z

Sr. Accountant

Berkeley, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for an experienced Sr. Accountant to support core accounting operations for a mission-driven non-profit organization in Berkeley, California. This role is responsible for maintaining accurate financial records, overseeing key close activities, and ensuring the integrity of general ledger transactions. The ideal candidate brings strong technical accounting knowledge, attention to detail, and the ability to manage reconciliations and reporting deadlines effectively. Responsibilities:<ul><li>Lead month-end and year-end accounting activities, including journal entries, reconciliations, financial reporting, and variance analysis.</li><li>Maintain accurate general ledger records, support audits, and help uphold accounting policies, controls, and reporting standards.</li><li>Oversee cash management, bank reconciliations, cash flow tracking, and treasury-related activities.</li><li>Manage invoicing and revenue recognition for contracts, grants, and service agreements while maintaining billing schedules and contract records.</li><li>Coordinate with operational teams to ensure accurate billing data, contract compliance, and timely collections.</li><li>Administer government grants and contracts, including revenue tracking, reimbursements, fund accounting, cost allocations, and compliance with funding requirements.</li><li>Review expenses for proper coding and allowability under grant and contract guidelines.</li><li>Monitor accounts receivable, resolve billing discrepancies, and report collection performance metrics.</li><li>Drive process improvements, automation initiatives, and workflow efficiencies within accounting and billing functions.</li></ul>
2026-08-21T00:00:00Z

Sr. Accountant

San Francisco, CA
onsite
Permanent / Full Time
110000 - 120000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS SENIOR PROPRETY ACCOUNTANT Well established real estate investment company with over 6Bil AUM is expanding its accounting team. We are looking for a Senior Accountant to join a growing dynamic team. In this role, you will oversee property-related financial operations, ensure the accuracy and compliance of reporting while driving strategic insights through financial analysis. This position requires expertise in managing full-cycle accounting processes and collaborating with cross-functional teams to maintain the integrity of financial data. Responsibilities:• Manage the month-end close process, ensuring accurate and timely financial reporting.• Prepare and record journal entries, verifying documentation and reconciling financial accounts.• Conduct bank reconciliations to ensure compliance and accuracy.• Oversee general ledger activities, including intercompany allocations, loan schedules, and asset tracking.• Assist with liquidity management, including fund transfer requests and investor distribution coordination.• Prepare financial reports to meet lender and investor requirements.• Support budget preparation and provide recommendations based on financial trends and forecasts.• Ensure compliance with tax regulations, business license renewals, and property tax filings.• Collaborate with property management and regional teams to align financial operations with business goals.• Identify opportunities for process improvements to enhance efficiency and reporting accuracy.
2026-09-16T00:00:00Z

Senior Attorney or Partner

San Francisco, CA
onsite
Permanent / Full Time
150000 - 270000 USD / Yearly
We are looking for an experienced Senior Attorney or Partner to join small law firm in San Francisco, California. This role offers an exciting opportunity for a legal expert with a strong background in family law and civil litigation to advance their career while contributing to the growth and success of our firm. The ideal candidate will have a passion for leadership, client advocacy, and business development. Responsibilities:• Lead and manage cases in family law, probate, and trust and estate practices, ensuring high-quality representation for clients.• Prepare and complete legal documents, conduct client meetings, and represent clients in hearings and depositions.• Oversee the filing and service of legal documents, maintaining strict adherence to deadlines and court requirements.• Conduct legal research and provide strategic advice to clients and the firm.• Mentor and supervise associates, fostering growth and ensuring effective case management.• Build and maintain a book of business by cultivating strong client relationships and networking within the legal community.• Stay updated on developments in family law and related areas to provide cutting-edge legal strategies.• Assist with transactional work, including drafting and reviewing contracts and other documentation.• Contribute to administrative functions and support the overall operations of the firm.
2026-09-10T00:00:00Z

Sr. Financial Analyst

Rutherford, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Join a dynamic organization where finance plays a key role in shaping business strategy and operational performance. This highly visible position partners closely with leadership, production, and vineyard teams to drive budgeting, forecasting, financial reporting, and decision support. The ideal candidate brings strong analytical and financial modeling skills, experience with cost accounting and operational finance, and the ability to turn complex data into actionable business insights. This is an excellent opportunity for a finance professional who enjoys partnering with the business, influencing decisions, and helping drive growth and profitability. For confidential consideration or additional information, please contact: Robyn Rosemon 707.387.0299 Responsibilities:• Lead budgeting, forecasting, and long-range financial planning activities using Adaptive Planning and advanced Excel models, with particular focus on production assumptions and scenario development.• Develop and refresh rolling cost forecasts by facility and product line, incorporating grape supply expectations, bulk inventory levels, bottling timing, and planned product launches.• Estimate annual grape costs across vineyards, varietals, and brand allocations by analyzing contracted volumes, projected yields, farming expense patterns, and external purchase agreements.• Review monthly standard costs against actual results, investigate cost variances, and recommend updates to rates or assumptions when needed.• Work closely with winemaking and accounting partners to support accurate inventory valuation and proper cost layering within financial records.• Prepare and support monthly operating reports, quarterly board materials, external reporting packages, and ad hoc presentations for management.• Create performance reporting for operations, highlighting budget alignment, emerging risks, and improvement opportunities through clear financial insights.• Produce vineyard-level analyses covering cost per acre, cost per ton, yield performance, and related trends across owned and leased properties.• Build scenario models for blend choices, new product opportunities, product portfolio decisions, and capital investments such as vineyard development, replanting, or acquisitions.
2026-09-02T00:00:00Z

Sr. Financial Analyst

Petaluma, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
We are looking for an experienced Sr. Financial Analyst to support financial planning, performance reporting, and strategic decision-making in Petaluma, California. This role focuses on turning complex financial data into clear insights, building robust models, and helping business leaders understand trends, risks, and opportunities. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to deliver meaningful analysis in a fast-paced environment. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Lead budgeting, forecasting, and financial modeling; validate assumptions and consolidate data</li><li>Analyze variances, KPIs, and trends (MoM/YTD); provide clear insights</li><li>Partner with cross-functional teams to support data accuracy and business performance</li><li>Serve as key finance contact for operations and support FP&A reporting and planning</li><li>Improve financial models, processes, and reporting efficiency</li><li>Deliver data-driven insights and support initiatives (e.g., systems, M&A, IPO readiness)</li><li>Align financial plans with strategy and promote collaboration within finance</li></ul>
2026-09-09T00:00:00Z

Senior Accountant (GL) - Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a leading global investment firm seeking a Senior GL Accountant to join its established Finance team.This is a great opportunity for someone with strong accounting fundamentals who wants broad exposure across GL accounting, financial reporting, FP&A, and process improvement within a sophisticated investment environment. What You’ll Do<ul><li>Handle journal entries, account reconciliations, and key month-end close activities.</li><li>Prepare financial statements, schedules, and management reporting.</li><li>Analyze variances and support budgeting and forecasting.</li><li>Maintain accurate accounting records in NetSuite.</li><li>Assist with internal and external audit requests.</li><li>Ensure accounting practices align with US GAAP and internal controls.</li><li>Identify ways to streamline and automate accounting processes.</li><li>Partner with Finance on system enhancements, special projects, and ad hoc analysis.</li></ul>
2026-09-10T00:00:00Z

Office Services Associate

San Francisco, CA
onsite
Temporary / Contract
21 - 22 USD / Hourly
We are looking for a dependable Office Services Associate to support daily workplace operations. This is a Contract position suited for someone who enjoys creating a welcoming office experience, assisting with meeting support, and handling administrative service tasks with care. The ideal candidate brings strong customer service instincts and confidence working with confidential materials in a busy corporate setting. Responsibilities: • Oversee the appearance and readiness of shared office areas, including conference rooms, offices, and common spaces throughout the day. • Monitor inventory levels and restock workplace supplies to help teams and visitors have what they need. • Prepare meeting spaces in advance, provide hospitality-related support during events when needed, and restore rooms afterward. • Assist with mailroom and service center duties during slower periods, including document handling and related operational tasks. • Manage sensitive documents and information with a high level of discretion and attention to security. • Coordinate with onsite leadership and client contacts to communicate updates, priorities, and any timing concerns related to assigned work. • Support front-office and administrative service needs as requested, contributing to a smooth and efficient workplace environment. • Take on additional office services assignments as business needs change. • Perform document scanning and other clerical support activities accurately and efficiently. • Provide courteous day-to-day assistance to employees and guests, ensuring a strong customer service experience.
2026-09-02T00:00:00Z

Sr. Employment Attorney

Berkeley, CA
onsite
Permanent / Full Time
150000 - 230000 USD / Yearly
We are looking for an experienced Senior Employment Attorney to join a legal team serving clients in California. This position focuses on guiding employers through complex workplace matters, handling disputes, and delivering practical legal advice that helps reduce risk. The ideal candidate brings deep knowledge of California labor and employment law, sound judgment, and the ability to lead sophisticated matters while building strong client relationships. Responsibilities: • Lead labor and employment disputes through all phases, from early assessment and strategy development to settlement or final resolution. • Advocate for clients in arbitration proceedings, agency matters, and other employment-related hearings. • Direct workplace investigations involving employee complaints, policy concerns, and sensitive personnel issues, while preparing clear findings and recommendations. • Advise employers on labor and employment questions, offering practical guidance on compliance, risk management, and day-to-day workplace decisions. • Design and present training sessions for clients on employment practices, legal developments, and preventive compliance measures. • Build trusted relationships with clients by serving as a strategic advisor on ongoing workplace and personnel matters. • Review, draft, and refine legal arguments, case filings, and other written work product to support effective representation. • Support the growth of the legal team by coaching entry-level attorneys, sharing subject matter knowledge, and providing guidance on case strategy.
2026-09-15T00:00:00Z

Senior Accounts Payable

San Francisco, CA
remote
Temporary / Contract
43.5385 - 50.413 USD / Hourly
We are looking for an experienced Senior Accounts Payable specialist to support a fast-paced finance team. This long-term contract position is ideal for someone who combines leadership experience with strong hands-on execution and can confidently manage daily priorities with minimal oversight. The role will focus on resolving complex invoice and purchase order discrepancies, supporting close activities, and helping maintain accurate payables operations across multiple entities. Responsibilities: • Oversee day-to-day accounts payable activities while remaining directly involved in invoice processing, payment execution, and issue resolution. • Investigate and resolve challenging invoice and purchase order discrepancies by partnering with internal stakeholders and vendors to ensure timely payment. • Review and code invoices accurately, applying the correct accounting treatment and maintaining compliance with company policies. • Manage payment cycles, including check runs and ACH transactions, while confirming completeness, accuracy, and proper approvals. • Contribute to month-end close by preparing accounts payable accruals, reconciling balances, and supporting deadline-driven reporting activities. • Perform account reconciliations in BlackLine and help maintain clear documentation for audit readiness and financial accuracy. • Use NetSuite and legal e-billing platforms such as SimpleLegal or comparable systems to support invoice workflow, tracking, and reporting. • Support accounts payable processes across a multi-entity environment, ensuring consistency, control, and reliable financial records.
2026-09-16T00:00:00Z

Senior Wealth Manager

San Francisco, CA
onsite
Permanent / Full Time
250000 - 325000 USD / Yearly
Anisa Henry is partnered with an established wealth management firm seeking an experienced Senior Wealth Manager to lead complex client relationships, deliver comprehensive planning and investment advice, and collaborate with specialized professionals to support affluent and ultra-high-net-worth clients. This position offers a collaborative environment, leadership responsibilities, business development opportunities, and hybrid workplace flexibility. Why Join This Opportunity?This is an excellent opportunity to join a fast-growing, team-oriented wealth management practice that values collaboration, professional development, and work-life balance. The culture is highly supportive and collegial, with open communication across all levels of the organization and a shared commitment to client success. Team members enjoy a flexible hybrid work environment, a relaxed and approachable atmosphere, and meaningful opportunities for continued education and professional growth. The firm actively invests in employee development and encourages long-term career progression. Key Responsibilities<ul><li>Manage and deepen long-term client relationships</li><li>Lead the development and implementation of comprehensive wealth management strategies</li><li>Guide portfolio construction and investment oversight</li><li>Coordinate with internal specialists and external professionals to address client needs</li><li>Lead financial planning across tax, estate, retirement, insurance, and related areas</li><li>Oversee client meetings, service delivery, and onboarding processes</li><li>Mentor team members and contribute to a collaborative client service culture</li><li>Support referral generation, community engagement, and business development initiatives</li></ul>Benefits & Perks<ul><li>Competitive benefits package available</li><li>20 days of paid time off, with increased accrual based on tenure</li><li>Medical, dental, and vision insurance with significant employer contribution for employees and dependent coverage</li><li>Employer-sponsored profit-sharing program with quarterly contributions</li><li>Paid parental leave for both primary and secondary caregivers</li><li>Charitable gift matching program up to an annual maximum</li></ul>
2026-09-03T00:00:00Z

Senior Systems Engineer

San Francisco, CA
onsite
Permanent / Full Time
160000 - 170000 USD / Yearly
We are looking for a Senior Systems Engineer to strengthen and advance a secure, high-performing technology environment in San Francisco, California. This position plays a central role in support the infrastructure strategy across cloud services, on-premises systems, and network operations while ensuring dependable service delivery. Responsibilities:• Oversee the performance, security, and availability of infrastructure across internal and client-facing environments, including ownership Microsoft 365, Azure AD, Active Directory platforms.• Administer core security technologies such as Palo Alto firewalls, endpoint protection tools, and mobile device management solutions to protect systems and data.• Drive infrastructure initiatives from planning through execution, including upgrades, deployments, and improvements that support business and operational goals.• Provide advanced technical support for workstations, servers, mobile hardware, and telecommunications systems, resolving complex issues with urgency and precision.• Maintain accurate technical records, software inventories, patch schedules, and operational procedures to support compliance and continuity.• Partner with external service providers and internal teams to coordinate reliable, secure, and efficient infrastructure operations.• Deliver responsive support to senior leadership and participate in an after-hours on-call rotation as needed to maintain service stability.• Travel periodically to client locations to assist with network deployments, troubleshooting, and project-related implementation work.
2026-08-28T00:00:00Z

Sr. Credit Policy Analyst

Vacaville, CA
onsite
Permanent / Full Time
105000 - 130000 USD / Yearly
We are looking for an experienced Sr. Credit Policy Analyst to support credit strategy and policy governance in Solano County, California. This role focuses on shaping lending guidelines through data-driven analysis, regulatory awareness, and a strong understanding of portfolio risk. The ideal candidate brings sound judgment, strong quantitative skills, and the ability to partner across business functions to improve credit performance and policy effectiveness. Responsibilities:• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.
2026-08-21T00:00:00Z

Senior Attorney / Counsel

San Francisco, CA
onsite
Permanent / Full Time
180000 - 210000 USD / Yearly
Mid-sized law firm looking to hire a Senior Associate/ Counsel. Responsibilities:• Conduct thorough investigations and evaluations of potential legal claims.• Draft and review legal documents such as complaints, briefs, and memoranda.• Lead discovery processes, including managing document reviews and conducting depositions.• Prepare for and actively participate in trials, ensuring strategic representation of clients.• Negotiate settlements and collaborate on case resolutions in complex litigation matters.• Supervise eDiscovery efforts and ensure compliance with legal standards.• Coordinate with internal teams and external stakeholders to manage case progress.• Stay informed on legal precedents and industry developments to strengthen case strategies.• Contribute to the firm's mission-driven initiatives through innovative problem-solving.
2026-09-10T00:00:00Z

Senior Attorney/Lawyer

San Francisco, CA
remote
Permanent / Full Time
190000 - 260000 USD / Yearly
We are looking for an experienced Senior Attorney to join our dynamic family law firm in San Francisco, California. This role offers the opportunity to handle complex and high-stakes cases while contributing to the firm's growth and reputation for excellence. If you are an experienced legal expert seeking a collaborative environment that values your expertise and provides a flexible structure, this position may be the ideal fit for you. Responsibilities: • Represent clients in high-stakes family law cases, including court appearances in the Bay Area. • Draft and review legal motions, briefs, and other documentation with precision and attention to detail. • Manage discovery processes, ensuring thorough preparation and compliance with legal protocols. • Provide strategic advice and counsel to clients, addressing their unique needs with compassion and attention to detail. • Collaborate with colleagues to refine legal templates and enhance operational systems for improved efficiency. • Maintain a proactive approach to case management, advancing matters effectively and meeting deadlines. • Participate in firm-wide initiatives aimed at client growth and business development. • Uphold ethical standards and contribute to the firm's reputation for delivering exceptional legal services. • Mentor entry-level attorneys to foster growth and development within the team. • Ensure compliance with all relevant laws and regulations while representing clients.
2026-09-04T00:00:00Z