We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction.<br><br>Responsibilities:<br>• Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns.<br>• Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients.<br>• Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices.<br>• Maintain and strengthen client relationships through effective communication and exceptional customer service.<br>• Coordinate and manage multiple complex projects while adhering to deadlines and quality standards.<br>• Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies.<br>• Collaborate with partners and team members to develop strategies for client accounts and firm growth.<br>• Promote a culture of teamwork and integrity within the organization.<br>• Identify opportunities for efficiency improvements and implement solutions to enhance operations.<br>• Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
<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>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Senior Tax Manager</p><p>📍 Mill Valley, CA (Hybrid)</p><p>🏢 Boutique Wealth Management & Advisory Firm</p><p>💰 Competitive Base + Bonus + Significant Career Growth</p><p><br></p><p>A highly regarded boutique wealth management and advisory firm is seeking an experienced <strong>Senior Tax Manager</strong> to become the firm's dedicated tax leader and help shape the future of a growing tax practice. The ideal candidate is equal parts technical expert, trusted advisor, and entrepreneur. This role offers the rare opportunity to move beyond compliance and play a meaningful role in building a scalable, high-impact tax practice from the ground up.</p><p><br></p><p><strong>Who You Are</strong></p><p>You are a technically strong tax professional who enjoys solving complex planning challenges and building trusted client relationships. You bring a consultative mindset, thrive in entrepreneurial environments, and are excited by the opportunity to help shape a growing practice. Most importantly, you're looking for more than a traditional tax role. You want to help build something meaningful, work directly with sophisticated clients, embrace innovation, and play a key role in the future growth of a highly collaborative advisory organization.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><ul><li>Lead tax planning, compliance, and review activities for high-net-worth individuals, families, trusts, and related entities.</li><li>Advise clients on complex tax matters, including estate and gift planning, wealth transfer strategies, QSBS, trusts, partnerships, and investment-related tax issues.</li><li>Serve as a trusted advisor, partnering with clients and external professionals to develop and execute sophisticated planning strategies.</li><li>Build long-term client relationships while delivering a high-touch, concierge-level service experience.</li><li>Help develop and scale a modern tax practice through process improvements, technology, automation, and AI-driven solutions.</li><li>Contribute to strategic growth initiatives, operational enhancements, and the expansion of the firm's advisory capabilities.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p><p><br></p><p><br></p>
We are looking for an experienced tax and treasury leader to guide a growing corporate function in San Francisco, California. This senior-level opportunity is ideal for someone who can shape global tax and cash management strategy while supporting expansion, operational scale, and cross-border financial activities. The role combines strategic oversight with hands-on leadership across corporate tax, treasury operations, liquidity planning, and banking relationships.<br><br>Responsibilities:<br>• Lead the company’s corporate tax and treasury activities, establishing frameworks, controls, and priorities that support long-term business growth.<br>• Direct global cash planning efforts by managing liquidity strategy, forecasting cash needs, and improving visibility into capital availability across the organization.<br>• Oversee domestic and international tax matters, including corporate income tax compliance, annual tax provision activities, and transfer pricing coordination.<br>• Manage relationships with banking partners and financial institutions to strengthen international banking operations and support efficient cash management practices.<br>• Partner with executive leadership on mergers, acquisitions, and global expansion initiatives by assessing tax exposure, treasury implications, and integration needs.<br>• Build and enhance scalable processes for tax reporting, treasury operations, and compliance to support a growing and evolving business environment.<br>• Provide leadership across finance-related functions by aligning tax and treasury priorities with broader operational and strategic objectives.<br>• Support the effective use of financial systems and tools, including NetSuite and tax compliance platforms, to improve reporting accuracy and process efficiency.
<p>We are looking for a detail-oriented Property Accountant to support our client in Sonoma County. This role is responsible for maintaining accurate financial records, overseeing property-level accounting activities, and helping ensure compliance with lease terms and regulatory requirements. The ideal candidate brings strong real estate accounting experience, sound judgment, and the ability to manage multiple priorities in a deadline-driven environment.</p><p><br></p><p>• Oversee property tax activity by monitoring assessed values, recording accruals, and ensuring payments are completed on schedule.</p><p>• Authorize payment disbursements, including wire activity when needed, while maintaining accuracy across cash tracking records and supporting schedules.</p><p>• Examine lease agreements to identify relevant billing and accounting terms, then update property records and supporting documentation in Yardi and Excel.</p><p>• Administer retail and percentage rent calculations and prepare reconciliation packages for assigned properties, including adjustment support and tenant-facing backup.</p><p>• Process internal management fee transactions and prepare journal entries with complete documentation to support monthly accounting activity.</p><p>• Complete monthly bank reconciliations and review balance sheet accounts such as receivables, payables, prepaid items, and tenant security deposits.</p><p>• Assist with budgeting for items such as property taxes, insurance, business licenses, and other entity-related expenses during recurring planning cycles.</p><p>• Support new property onboarding by helping establish accounting records, compliance requirements, and operational readiness for acquired assets.</p><p>• Contribute to accounting process improvements by assisting with policy development, internal controls, staff training, and testing of new system capabilities.</p><p>• Provide cross-functional support for accounts payable and accounts receivable tasks as business needs require.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>STAFF ACCOUNTANT/PROPERTY ACCOUNTANT</strong></p><p><br></p><p>We are looking for an experienced Property Accountant to join a large well established real estate investment company in downtown San Francisco. In this role, you will manage financial operations for multiple properties, ensuring accuracy, compliance, and efficiency across various accounting processes. This position offers an opportunity to work collaboratively with property managers and other stakeholders while contributing to the organization's financial success.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze financial statements and accounting reports, ensuring data accuracy and completeness.</p><p>• Record journal entries in the general ledger, verifying calculations and reconciling discrepancies.</p><p>• Conduct bank reconciliations, process wire transfers, and monitor mortgage payments and distributions.</p><p>• Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control.</p><p>• Evaluate financial trends and recommend budget adjustments to optimize resource allocation.</p><p>• Support property transactions, including acquisitions and dispositions, by assessing financial resources and aligning them with organizational goals.</p><p>• Collaborate with auditors, providing documentation and explanations to facilitate internal and external audits.</p><p>• Ensure compliance with regulatory standards, internal policies, and industry best practices.</p><p>• Partner with property managers to assist with financial close activities and address inquiries.</p><p>• Identify and implement process improvements to enhance efficiency and accuracy in accounting operations.</p>
<p>Jeff Abrams is looking for a Management Accountant to support investment accounting and reporting activities for one of his clients. This position plays an important role in maintaining accurate financial records, preparing recurring reports, and coordinating with internal teams and external service providers on matters related to general partner and limited partner structures. The ideal candidate brings strong accounting fundamentals, sound judgment with sensitive information, and a proactive approach to process improvement.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the day-to-day accounting support for investment interests held by principals through general partner and limited partner structures, ensuring records remain complete and accurate.</p><p>• Contribute to quarterly and annual financial reporting activities, including assistance with consolidating data across domestic and international management company and GP entities.</p><p>• Prepare and reconcile capital account transactions such as contributions, distributions, transfers, and classification updates.</p><p>• Monitor deferred compensation balances and related fund activity, helping assess the impact on liquidity and financial reporting.</p><p>• Assist in organizing documentation and cross-functional coordination for newly established GP investment arrangements.</p><p>• Maintain detailed schedules for fee waiver activity, elections, and private investment allocations, including items involving non-U.S. partners.</p><p>• Partner with internal stakeholders and third-party administrators to resolve accounting questions, gather required information, and support timely deliverables.</p><p>• Handle confidential financial and partner-related information with a high level of professionalism and discretion.</p><p>• Recommend and support enhancements to workflows, reporting practices, and automation opportunities to improve efficiency and accuracy.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
<p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p><strong>💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus</strong></p><p><strong>📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility</strong></p><p><strong>🚀 UHNW Clients </strong></p><p><strong> </strong></p><p><strong>What if your next tax role wasn't about inheriting someone else's process — but building something of your own?</strong></p><p><strong> </strong></p><p><strong>I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.</strong></p><p><strong>This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities.</strong></p><p><strong> </strong></p><p><strong>💡 What You'll Do</strong></p><ul><li><strong>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</strong></li><li><strong>Deliver proactive tax planning and strategic advice across complex wealth structures</strong></li><li><strong>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</strong></li><li><strong>Review and sign individual, trust, partnership, and related tax returns</strong></li><li><strong>Build long-term relationships with founders, executives, investors, and their families</strong></li><li><strong>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</strong></li><li><strong>Help design scalable tax processes and service offerings using technology, automation, and AI</strong></li><li><strong>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</strong></li></ul><p><br></p>
<p>We are looking for an Accountant to support daily financial operations and help maintain accurate records for the organization. This role is ideal for a highly organized individual who can manage billing activity, process transactions efficiently, and keep accounting information current and organized. The position will work across core accounting tasks while using established tools to ensure timely and reliable reporting.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage A/R, collections, payment tracking, and account reconciliations.</li><li>Process vendor bills, client invoices, and expense reviews.</li><li>Issue weekly customer invoices and oversee payment follow-up.</li><li>Handle client reimbursements and contractor check reconciliation.</li><li>Maintain QuickBooks, project management systems, PandaDoc, and financial records.</li><li>Improve processes, automate workflows, and monitor cash flow.</li><li>Oversee credit card balances and identify cost-saving opportunities.</li><li>Ensure accurate project financials, including payments, expenses, and reimbursements.</li><li>Track project bids against budgets.</li><li>Prepare daily and monthly financial reports.</li></ul>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Fund Accountant</p><p>📍 San Francisco, CA (Hybrid, 3x per week)</p><p>🏢 Global Venture Capital Firm</p><p>💰 Competitive Base + Bonus + Profit Sharing</p><p><br></p><p>A leading global private investment firm is seeking a <strong>Fund Accountant</strong> to join its growing finance team. The firm manages multiple investment vehicles across venture capital and growth equity strategies and offers exposure to a diverse portfolio of innovative, high-growth companies. This position provides the opportunity to work closely with senior finance leaders while gaining hands-on experience across fund accounting, investor reporting, capital activity, portfolio investments, and fund operations. The organization is known for its collaborative culture, strong mentorship, and long-term career development opportunities.</p><p><br></p><p><strong>The Role</strong></p><p>The Fund Accountant will support the day-to-day accounting and operations of multiple investment funds. This individual will be responsible for maintaining fund books and records, processing capital activity, preparing financial reporting, and supporting investor communications. The ideal candidate will bring a strong foundation in private equity, venture capital, fund administration, or public accounting, along with a desire to grow within a fast-paced investment environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain fund general ledgers and record investment transactions, capital activity, expenses, accruals, valuation adjustments, and realized gains/losses.</li><li>Perform monthly cash reconciliations and support treasury-related activities.</li><li>Process investment funding requests, fund expenses, and wire transfers.</li><li>Assist with quarterly and year-end closes, including preparation of financial statements and supporting schedules.</li><li>Calculate and maintain partner capital accounts and investor allocations.</li><li>Support capital call and distribution processes, including preparation of notices and tracking investor activity.</li><li>Maintain investment records, supporting documentation, and portfolio tracking schedules.</li><li>Reconcile portfolio investment data and capitalization tables.</li><li>Manage investor records, transfers, ownership updates, and related reporting.</li><li>Respond to investor inquiries and confirmation requests.</li><li>Coordinate the distribution of financial statements, capital account statements, tax documents, and investor communications.</li><li>Participate in process improvement initiatives and special projects.</li></ul>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Fund Accountant</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Growing Investment Management Firm</p><p>💰 Competitive Base + Bonus + 401K Match</p><p><br></p><p>Our client, a well-established private investment and family office platform, is seeking a <strong>Fund Accountant</strong> to join its finance team. This is an exceptional opportunity for an accounting professional eager to gain hands-on experience supporting complex investment structures while working alongside experienced finance and investment professionals. With a diversified portfolio spanning private equity, venture capital, growth investments, real estate, and alternative assets, the firm offers broad exposure, long-term career development, and a highly collaborative environment where every team member contributes.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Fund Accountant will play an integral role in supporting fund, investment, and partnership accounting activities across a diverse investment portfolio. This position offers significant exposure to fund operations, financial reporting, investment activity, and investor allocations while working closely with an experienced finance team. The ideal candidate is naturally curious, detail-oriented, collaborative, and excited to build a long-term career within the private investment industry.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and maintain fund-level accounting records, journal entries, reconciliations, and supporting schedules.</li><li>Assist with quarterly and annual financial reporting for investment entities and partnerships.</li><li>Track investment activity, capital calls, distributions, allocations, and valuations.</li><li>Support month-end, quarter-end, and year-end close processes.</li><li>Coordinate with external auditors, tax advisors, administrators, and other third-party service providers.</li><li>Review financial data for accuracy and investigate variances or discrepancies.</li><li>Assist with cash management, treasury reporting, and ad hoc financial analyses.</li><li>Support process improvement initiatives and contribute to operational efficiency across the finance function.</li><li>Collaborate closely with accounting, finance, and investment professionals on special projects and strategic initiatives.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p>Please apply here and message me on LinkedIn for quickest consideration - Jeffrey Abrams </p><p><br></p><p>A <strong>leading San Francisco-based venture capital firm</strong> is seeking a <strong>Fund Finance and Operations Associate</strong> to join its growing finance team. The firm invests across multiple stages in high-growth technology companies and takes a uniquely active approach to supporting its portfolio company founders. </p><p><br></p><p>You'll be working closely with senior members of the finance team, and you will take meaningful responsibility for the day-to-day accounting, reporting, and operations of the firm's funds and SPVs.</p><p><br></p><p><strong>Responsibilities include:</strong></p><ul><li>Run monthly and quarterly closes across funds and SPVs</li><li>Prepare NAVs, capital accounts, allocations, reconciliations, and supporting schedules</li><li>Coordinate with fund administrators, auditors, and tax providers</li><li>Prepare LP reporting and supporting documentation</li><li>Support quarterly portfolio valuations, including comparable-company analysis, valuation models, and draft marks</li><li>Prepare transaction wire packages and maintain cash and investment trackers</li><li>Maintain portfolio data and operational systems with a high degree of accuracy</li><li>Support regulatory and compliance tracking</li><li>Help improve and automate recurring finance processes using modern technology and AI tools (Claude)</li></ul>
<p>Jeff Abrams is looking for a detail-oriented Fund Accountant to support his client for a financial operations of private equity funds company. This position will play a key role in maintaining accurate fund records, producing periodic financial reporting, and coordinating with internal and external partners on audit, tax, and investor-related matters. The ideal candidate brings strong fund accounting knowledge, sound analytical judgment, and the ability to manage multiple deadlines in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee fund and general partner ledgers by posting expenses, accruals, intercompany activity, investment entries, and partner allocations with a high level of accuracy.</p><p>• Prepare quarterly and year-end financial reports for assigned funds, ensuring completeness, consistency, and compliance with reporting standards.</p><p>• Support the annual audit and tax reporting process by organizing schedules, responding to requests, and working closely with external service providers.</p><p>• Track liquidity across assigned funds and review cash balances to help ensure timely funding of operational and investment activity.</p><p>• Calculate and process capital activity, including investor drawdowns and distribution payments, while maintaining accurate supporting records.</p><p>• Partner with Investor Relations to address limited partner questions by providing reliable financial information and transaction details.</p><p>• Produce recurring and special-purpose analyses or reports requested by management to support business and fund-level decision-making.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn. </p>
We are looking for an experienced Staff Accountant to join a collaborative finance team on a Contract basis. This contract opportunity will focus on supporting year-end financial activities, audit readiness, and core accounting operations in a fast-moving municipal environment. The ideal candidate can step into established workflows quickly, work with minimal supervision, and contribute dependable accounting support from day one.<br><br>Responsibilities:<br>• Manage daily cash recording activities and complete timely reconciliations to maintain accurate financial balances.<br>• Prepare and enter monthly journal entries across multiple departments while ensuring supporting documentation is complete and reliable.<br>• Contribute to year-end closing efforts and help assemble materials needed for the annual audit process.<br>• Maintain the general ledger by reviewing account activity, investigating discrepancies, and resolving reconciliation issues.<br>• Process recurring accounting transactions with a high degree of accuracy and attention to established financial controls.<br>• Adhere to documented procedures and internal guidelines while carrying out assigned accounting tasks.<br>• Partner with other members of the finance team to assist with daily operations and month-end workload demands.<br>• Provide clear updates on progress, risks, and deadlines so that accounting priorities remain on track.
<p>Join Robert Half's Full-Time Engagement Professionals program as an Accounts Payable Accountant, supporting a variety of client projects across multiple industries while enjoying the stability of full-time employment and benefits.</p><p><br></p><p>Responsibilities:</p><ul><li>Process high-volume invoices, vendor payments, expense reports, and account reconciliations while ensuring accuracy and compliance with company policies.</li><li>Support month-end close activities, including AP accruals, vendor statement reconciliations, and resolution of outstanding discrepancies.</li><li>Partner with accounting and operations teams on ERP implementations, process improvements, audits, and special accounting projects.</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Fund Accounting Manager | Venture Capital Firm | San Francisco; Hybrid - 1-2 Days Onsite | Base + Bonus + Carry!</strong></p><p> </p><p>Join a <strong>growing Bay Area venture capital firm</strong> investing in early-stage <strong>frontier and climate technologies</strong>, with approximately <strong>$800M in AUM</strong> and the backing of a globally recognized organization. This is an opportunity to combine the resources and stability of an institutional platform with the <strong>broad exposure and ownership of a lean investment team</strong>.</p><p> </p><p>Working closely with the <strong>CFO and Controller</strong>, you'll gain hands-on exposure across the full fund lifecycle, including <strong>capital activity, financial reporting, waterfalls, carry, valuations, tax, and investor reporting</strong>. The firm offers <strong>strong compensation, bonus + carry potential</strong>, flexible work arrangements, excellent benefits, subsidized lunches, and a supportive leadership team.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage end-to-end <strong>capital calls and distributions </strong></li><li>Prepare journal entries, reconciliations, and monthly/quarterly closes</li><li>Maintain portfolio investment activity, valuations, and statements of investments</li><li>Build and review <strong>American and European waterfall models </strong></li><li>Calculate <strong>carried interest, hurdle rates, and capital statements </strong></li><li>Maintain fund accounting systems and ensure data accuracy</li><li>Coordinate with external tax providers and review fund tax returns</li><li>Prepare <strong>LP and parent company reporting </strong></li><li>Respond to investor inquiries related to capital activity, statements, and K-1s</li><li>Support portfolio investment and fund-of-fund activity</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 1-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Manager | Venture Capital Firm | San Francisco; Hybrid - 1-2 Days Onsite | Base + Bonus + Carry!</strong></p><p> </p><p>Join a <strong>growing Bay Area venture capital firm</strong> investing in early-stage <strong>frontier and climate technologies</strong>, with approximately <strong>$800M in AUM</strong> and the backing of a globally recognized organization. This is an opportunity to combine the resources and stability of an institutional platform with the <strong>broad exposure and ownership of a lean investment team</strong>.</p><p> </p><p>Working closely with the <strong>CFO and Controller</strong>, you'll gain hands-on exposure across the full fund lifecycle, including <strong>capital activity, financial reporting, waterfalls, carry, valuations, tax, and investor reporting</strong>. The firm offers <strong>strong compensation, bonus + carry potential</strong>, flexible work arrangements, excellent benefits, subsidized lunches, and a supportive leadership team.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage end-to-end <strong>capital calls and distributions </strong></li><li>Prepare journal entries, reconciliations, and monthly/quarterly closes</li><li>Maintain portfolio investment activity, valuations, and statements of investments</li><li>Build and review <strong>American and European waterfall models </strong></li><li>Calculate <strong>carried interest, hurdle rates, and capital statements </strong></li><li>Maintain fund accounting systems and ensure data accuracy</li><li>Coordinate with external tax providers and review fund tax returns</li><li>Prepare <strong>LP and parent company reporting </strong></li><li>Respond to investor inquiries related to capital activity, statements, and K-1s</li><li>Support portfolio investment and fund-of-fund activity</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced payroll manager to oversee complex payroll operations for a large, multi-entity workforce. This long-term contract position is ideal for a payroll manager who can manage end-to-end processing, support a distributed payroll team, and ensure accurate, compliant delivery across multiple states. The role sits within HR Operations and will play a key part in maintaining reliable payroll administration for a population of approximately 1,600 employees.</p><p><br></p><p>Responsibilities:</p><p>• Lead end-to-end payroll administration for 12 employee groups and legal entities on a biweekly schedule, ensuring timely and accurate processing.</p><p>• Oversee payroll activities for a workforce of more than 1,500 employees across multiple states while maintaining compliance with applicable regulations.</p><p>• Provide day-to-day direction and guidance to four direct reports and coordinate effectively with offshore payroll support resources.</p><p>• Review payroll data, validate calculations, and resolve discrepancies related to earnings, deductions, taxes, and other payroll transactions.</p><p>• Manage payroll reporting needs and support downstream data transfers to connected systems, partnering with internal teams as needed.</p><p>• Maintain strong payroll controls, documentation, and audit readiness to support consistent and reliable operations.</p><p>• Partner with HR Operations and other stakeholders to address payroll questions, escalations, and process-related issues in a timely manner.</p><p>• Support onboarding and knowledge transfer activities to ensure continuity of payroll operations during the contract period.</p>
<p>We are looking for an experienced Payroll Manager to lead accurate and timely payroll operations for a large, multi-state workforce in Novato, California. This position oversees the complete payroll cycle, ensures compliance with applicable wage and tax regulations, and supports smooth processing for bi-monthly payroll runs. The ideal candidate brings strong operational leadership, deep payroll expertise, and hands-on experience in a high-volume environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead and develop the payroll team, ensuring accurate, timely processing and excellent employee support.</li><li>Oversee multi-state payroll operations, including pay calculations, deductions, taxes, timekeeping, and payroll records.</li><li>Review payroll data, resolve discrepancies, and manage special payments, corrections, and employee changes.</li><li>Ensure compliance with payroll laws, tax regulations, audits, and company policies.</li><li>Partner with HR, Finance, and benefits teams to support payroll accuracy, reporting, and reconciliations.</li><li>Prepare payroll reports, maintain documentation, and safeguard confidential employee information.</li><li>Improve payroll processes, controls, systems, and workflows to enhance efficiency and service quality.</li><li>Serve as the primary resource for payroll issues and support payroll-related projects and system initiatives.</li></ul>
<p>Jeff Abrams with Robert Half is looking for a Financial Reporting Manager to lead fund reporting activities and support the broader finance function for his client. This role is responsible for overseeing financial statement preparation and review, coordinating audit and tax workflows, and helping ensure accurate reporting across complex fund structures. The ideal candidate brings strong accounting judgment, private equity or fund experience, and the ability to improve processes while guiding team members in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee fund reporting activities by maintaining a strong command of reporting workflows and the underlying general ledger framework.</p><p>• Review quarterly and annual financial statements for funds to confirm accuracy, completeness, and alignment with applicable U.S. accounting standards.</p><p>• Partner with finance leadership to manage external audits and tax-related deliverables, including coordination with third-party providers and analysis of technical accounting or tax issues.</p><p>• Track fund liquidity and prepare cash forecasts to support operational and investment-related funding needs.</p><p>• Examine investor capital call and distribution activity, as well as transaction flows tied to underlying portfolio investments.</p><p>• Support regulatory and compliance-related reporting needs as required by the business.</p><p>• Identify opportunities to strengthen controls, streamline reporting processes, and improve efficiency without sacrificing accuracy.</p><p>• Address limited partner questions and produce ad hoc reports with a high level of responsiveness and precision.</p><p>• Advise on complex, unusual, or non-standard transactions and help determine the appropriate reporting treatment.</p><p>• Lead, coach, and develop entry-level finance team members while contributing to broader departmental objectives.</p><p><br></p><p>If you are interested in the role, please reach out to Jeff Abrams via LinkedIn </p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Staff Accountant| Real Estate | Oakland; Hybrid </strong></p><p> A nationally recognized real estate development company is seeking a Staff Accountant to join a highly collaborative team.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the full-cycle accounts payable process, including invoice processing, vendor payments, and account reconciliations. </li><li>Prepare journal entries, reconcile general ledger accounts, and support the month-end and year-end close process. </li><li>Assist with preparing financial statements and maintaining accurate accounting records for real estate entities. </li><li>Support cash management activities, including bank reconciliations and monitoring account balances. </li><li>Prepare audit schedules and provide documentation for external audits, tax filings, and compliance reporting. </li><li>Ensure compliance with internal controls, accounting policies, and regulatory requirements. </li><li>Identify opportunities to improve accounting processes and contribute to special projects as needed.</li></ul><p><br></p>
<p>Jennifer Fukumae is partnering with a well-established, independent financial institution seeking a <strong>Treasury Banking Manager</strong> to join its growing team. This role offers the opportunity to make a meaningful impact across the business while playing a key role in the growth of its treasury and digital banking services.</p><p> </p><p>This is an ideal opportunity for someone who enjoys working in a <strong>smaller, collaborative environment where people wear multiple hats</strong>. Rather than being one piece of a large corporate structure, you’ll work closely with Relationship Managers, clients, Digital Banking, and Product Management to help grow the business and develop solutions that meet client needs.</p><p> </p><p><strong>What You’ll Do</strong></p><p> </p><p><strong>Client & Business Development</strong></p><ul><li>Work alongside Relationship Managers to understand client needs and uncover opportunities to expand treasury management solutions.</li><li>Act as a key resource for clients and internal teams, recommending tailored solutions to address complex needs.</li><li>Contribute to revenue growth by supporting new business initiatives and expanding adoption of treasury and digital banking products.</li><li>Develop and maintain strong relationships with clients and partners across the organization.</li></ul><p><strong>Strategy & Solutions</strong></p><ul><li>Help shape and implement the bank’s treasury and digital banking roadmap.</li><li>Evaluate client feedback and market trends to identify opportunities for new products, improved processes, and enhanced service.</li><li>Collaborate with Product teams to assess, launch, and optimize treasury and digital banking solutions.</li><li>Bring a proactive, innovative mindset to solving business and client challenges.</li></ul><p><strong>Team Management</strong></p><ul><li>Manage and develop a small Digital Banking team, including two direct reports.</li><li>Provide day-to-day leadership, coaching, and support to promote accountability and professional growth.</li><li>Collaborate across departments to ensure clients receive a consistent and high-quality experience.</li></ul>
<p>We are looking for an experienced Senior Accounting Manager to lead core accounting activities and help maintain accurate, timely financial reporting for our San Francisco, California team. This role will oversee key close processes, strengthen balance sheet integrity, and support day-to-day accounting operations with a strong command of reconciliations and ledger management. The ideal candidate brings a hands-on approach, sound technical accounting knowledge, and the ability to improve consistency across essential financial workflows.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead full monthly close, including journal entries, reconciliations, accruals, and financial reporting</li><li>Develop inventory, cost, and manufacturing accounting processes</li><li>Build and enhance accounting systems, reporting tools, and infrastructure</li><li>Establish controls, policies, and audit-ready procedures to support growth</li><li>Streamline AP/AR processes and assist with cash flow management</li><li>Deliver timely financial reports for executives, board members, and investors</li><li>Partner with operations and cross-functional teams to ensure financial accuracy</li><li>Oversee tax compliance and coordinate with external advisors</li><li>Manage audit preparation and external auditor relationships</li><li>Recruit, mentor, and lead a growing accounting team</li></ul><p><br></p>
<p><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Private Equity Firm | San Francisco Bay Area | Hybrid (1-3 days onsite)</strong></p><p><strong>Comp: </strong>Base + Bonus <strong>+ Profit Sharing + Equity + 100% Paid Benefits </strong></p><p><br></p><p>This role has competitive compensation including bonuses and equity. Benefit from abundant <strong>career growth opportunities, comprehensive benefits</strong> for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>