<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>We are looking for a skilled and detail-oriented Tax Director/Manager to join our team in Oakland, California. In this role, you will provide leadership and expertise in corporate tax compliance, income tax provisions, and related processes. Working within a collaborative and dynamic environment, you’ll play a vital role in ensuring the organization’s tax operations are efficient and fully compliant with regulatory standards. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Maintain integrity and accessibility of tax-sensitive data throughout the entire tax lifecycle</li><li>Conduct in-depth reviews of key tax processes to identify and implement optimal solutions in the new environment</li><li>Collaborate with tax teams to design accurate, well-controlled tax data, analytics, and automation processes</li><li>Ensure seamless integration with PowerPlan tax modules and other core tax systems</li><li>Create workshop materials to educate SMEs and support informed decision-making</li><li>Co-lead and facilitate workshops with SI Partner, ensuring focus and alignment</li><li>Document and critically review deliverable content for accuracy and quality</li><li>Support the development and review of test scenarios and test scripts</li><li>Act as SME in cross-functional workshops to confirm tax requirements and assess integration impacts</li><li>Anticipate challenges and proactively develop innovative solutions</li><li>Contribute to benchmarking efforts, including industry sessions and conferences, to share and adopt best practices</li></ul>
<p><strong>Accounting Manager – Fund & Property Accounting</strong></p><p><em>Private Real Estate Investment Firm | San Francisco, CA</em></p><p>A prestigious private real estate investment firm is seeking an <strong>Accounting Manager</strong> to join its San Francisco office. This is a high-impact opportunity for a detail-oriented professional with fund and property-level accounting experience to contribute to a growing team managing complex real estate investments.</p><p><br></p><p><strong>About the Role</strong></p><p>You’ll work closely with the CFO and fund administrator to oversee fund and property-level accounting, financial reporting, valuations, and investor communications. The firm invests across diverse real estate asset classes and structures, offering exposure to institutional, family office, and UHNW investors.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review monthly operating reports, variance analyses, and property cash flows</li><li>Lead quarterly investor reporting, waterfall calculations, and fund allocations</li><li>Prepare fund and property performance metrics and financial projections</li><li>Support quarterly valuation processes and SEC compliance filings</li><li>Manage capital calls, distributions, and carry calculations</li><li>Coordinate year-end audits and tax return preparation</li><li>Interface with operating partners and respond to investor and compliance inquiries</li><li>Assist with credit facility servicing and ad hoc financial analysis</li></ul><p><br></p><p><strong>Interested in this opportunity?</strong></p><p> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and share more!</p>
<p><strong>Associate or Vice President, Data Governance</strong></p><p><strong>Compensation:</strong> Associate: $130–160K + Bonus + Excellent Benefits; VP: $160–190K + Bonus + Excellent Benefits</p><p><br></p><p><strong>About the Company</strong></p><p>Our client is a <strong>San Francisco–based family office</strong> serving multiple generations of an entrepreneurial family with a long-standing legacy of excellence and integrity. With over 150 professionals across diverse disciplines, the firm delivers <strong>comprehensive financial and investment services</strong>—including wealth management, financial planning, tax compliance, and philanthropic support.</p><p><br></p><p>Guided by the values of <strong>partnership, courage, humility, and doing what is right</strong>, the firm manages a sophisticated portfolio spanning multiple asset classes and investment strategies. Its mission is to <strong>steward capital responsibly, foster enduring relationships, and help clients and partners thrive across generations</strong>.</p><p><br></p><p><strong>About the Role</strong></p><p>This is a <strong>new and pivotal position</strong> on the firm’s <strong>Business Technology Integration (BTI)</strong> team, offering an exceptional opportunity to shape and implement an enterprise-wide <strong>Data Governance framework</strong> from the ground up.</p><p>Data governance is viewed here not just as compliance—it’s the <strong>foundation of trust, collaboration, and operational excellence</strong>. The successful candidate will help safeguard critical data, strengthen organizational resilience, and enable secure, data-informed decision-making across the enterprise.</p><p><br></p><p>Working closely with BTI, IT, and Legal, you’ll help <strong>design, refine, and operationalize</strong> governance programs and tools that ensure data integrity, security, and usability across the firm’s technology ecosystem (including Microsoft 365, Salesforce, Sage Intacct, and other core platforms).</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage and review work of outsourced fund administrators.</li><li>Maintain general ledgers and perform monthly closings, including reconciliations of bank, intercompany, investment, and partners’ capital accounts.</li><li>Prepare financial statements and quarterly investor reporting packages per LP agreements.</li><li>Assist with valuations, audits, and tax-related reviews (K-1s, Forms 1042/8804, federal/state filings).</li><li>Support SEC compliance and reporting.</li><li>Oversee capital calls and distributions.</li><li>Collaborate with FP& A on portfolio dashboards and special projects.</li></ul><p><strong>Team Structure</strong></p><ul><li>Reports to: CFO & Principal, Finance</li><li>Fund Accounting: 2 Assistant Controllers</li><li>Corporate Finance: Controller, Staff Accountant, Benefits/Payroll Manager</li><li>Fund Admin: Gen II Fund Services</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for a detail-oriented Staff Accountant to join our team in San Francisco, California. In this role, you will handle a variety of accounting functions, including accounts payable, financial reporting, and inventory accounting. This is an excellent opportunity for a motivated individual to contribute to a dynamic organization and grow professionally. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Full-Cycle Accounting:</strong> Oversee daily accounting tasks including journal entries, reconciliations, and month-end closing processes.</p><p><strong>Financial Reporting:</strong> Support the Finance Director in creating and reviewing financial statements for GAAP compliance and accuracy.</p><p><strong>Bank Reconciliations:</strong> Complete monthly reconciliations for all bank and credit card accounts.</p><p><strong>Inventory Management:</strong> Work with operations and sales to maintain accurate merchandise inventory records and cost reporting.</p><p><strong>Revenue Recognition:</strong> Accurately record sales, refunds, and adjustments related to merchandise.</p><p><strong>Tax Support:</strong> Assist in tax preparation by gathering documentation and supporting the Finance Director with filings.</p><p><strong>Compliance & Audits:</strong> Contribute to compliance reporting and support external audits and regulatory filings.</p><p><strong>Process Optimization:</strong> Recommend and implement improvements to financial workflows and accounts payable procedures.</p><p><strong>Accounts Payable (AP) Management:</strong></p><ul><li>Process vendor invoices accurately and on time.</li><li>Handle invoice approvals and various payment methods (ACH, wire, credit card, checks).</li><li>Ensure accurate coding of invoices to appropriate accounts and departments.</li><li>Reconcile AP accounts and resolve discrepancies.</li><li>Maintain vendor information and address payment-related inquiries.</li></ul>
<p>We are looking for a meticulous Controller to oversee document management processes and ensure the accurate compilation and scanning of essential records. This role requires someone who is highly attentive to detail, skilled in maintaining organized systems, and capable of ensuring compliance with documentation standards. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Leadership:</strong> Lead the Accounting Department, collaborate with management, and keep partners informed to ensure financial services meet expectations.</p><p><strong>Supervision:</strong> Oversee Accounting Manager and staff, drive process improvements, ensure fair policy implementation, hold team meetings, and support a positive, productive work environment.</p><p><strong>Financial Management:</strong> Manage budgets, revenue models, and reporting systems. Review statements, monitor variances, control costs, and oversee cash flow, credit lines, and loans.</p><p><strong>Partnership Accounting & Taxes:</strong> Handle partnership tax submissions, work papers, partner capital accounts, and quarterly/annual tax schedules.</p><p><strong>Retirement Plans:</strong> Coordinate with HR and leadership on retirement plan financials; assist with committee meetings.</p><p><strong>Banking:</strong> Maintain bank relationships, oversee daily banking activity, account transfers, and system administration for banking programs.</p><p><strong>Policy & Controls:</strong> Safeguard firm assets, enforce accounting policies, and recommend improvements.</p><p><strong>Other Duties:</strong> Prepare tax filings, provide data for partner compensation, track industry trends, and support additional assigned projects.</p>
<p>Apply here & ping me as well on LinkedIn if you feel you are a good fit for this opportunity! - Jeffrey Abrams on LinkedIn.</p><p><br></p><p>We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds of employees across key financial centers. Its investments span public and private debt and equity securities, direct investments in private companies, and real estate.</p><p>The role involves managing a substantial portion of the hedge fund accounting operations and presents a clear opportunity for leadership and long-term career growth. The organization is in a period of innovation and welcomes candidates who bring fresh ideas and a continuous improvement mindset.</p><p><br></p><p>Position: <em>Senior Hedge Fund Manager / Hedge Fund Controller</em></p><p><br></p><p>Overview:</p><p>This is a critical senior-level role responsible for leading a 10–12 person accounting team and overseeing the close processes for both multi-strategy hedge funds and a number of specialized investment funds. The position reports to the Global Controller and plays a key part in fund accounting for the firm’s significant assets under management. <em>If you will require relocation, this firm is willing and able to provide meaningful support for you.</em></p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage the fund accounting team responsible for multiple fund structures, including both share class and partnership-based hedge funds.</li><li>Review accounting closes and financial reporting deliverables for accuracy and completeness.</li><li>Partner with internal stakeholders across Tax, Legal, Operations, and Investor Relations.</li><li>Provide mentorship and technical guidance to staff while cultivating a high-performance team culture.</li><li>Communicate complex fund accounting issues clearly and effectively to senior leadership.</li><li>Drive key initiatives focused on operational improvement, process re-engineering, and digital transformation.</li><li>Maintain a hands-on approach to leadership—reviewing work, offering feedback, and ensuring high-quality output.</li></ul><p><br></p>
<p><strong>Senior Client Associate – Wealth Management</strong></p><p>A highly respected multi-family office is seeking a <strong>Senior Client Associate</strong> to join its San Francisco-based team. This firm serves ultra-high-net-worth clients with a full suite of services including investment management, financial planning, lending strategy, and bespoke family office solutions. The culture is collaborative, client-focused, and committed to professional growth and innovation.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Direct client engagement with sophisticated families and their advisors</li><li>Opportunity to lead client relationships and mentor associate team members</li><li>Exposure to complex wealth strategies and bespoke planning initiatives</li><li>Flexible vacation policy, sabbatical program, and hybrid work structure</li><li>Competitive compensation and comprehensive benefits package</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Serve as primary contact for client service needs across assigned relationships</li><li>Execute client requests with precision and timeliness</li><li>Collaborate with senior leadership on strategic initiatives</li><li>Guide associates and analysts on shared client accounts</li><li>Support clients with estate, tax, and philanthropic planning</li><li>Partner with investment teams on portfolio creation and cash deployment</li><li>Maintain relationships with clients extended professional teams</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for an experienced Accounting Manager/Supervisor to oversee critical financial operations in our organization. This role involves managing key accounting processes, ensuring compliance with regulations, and delivering accurate financial reports. The ideal candidate will have a strong background in general ledger management, month-end close activities, and financial audits. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Financial Reporting & Compliance</strong></p><ul><li>Manage preparation of financial statements</li><li>Ensure adherence to ASC 842 (Leases), ASC 340-40 (Contract Costs), ASC 606 (Revenue Recognition), and other standards</li><li>Implement new accounting standards and evaluate reporting impacts</li><li>Partner with tax team on matters such as sales tax</li><li>Handle complex revenue recognition issues, including contract changes, variable consideration, and SaaS multi-element arrangements</li></ul><p><strong>Audit & External Reporting</strong></p><ul><li>Act as main liaison with external auditors during annual audits</li><li>Prepare audit support, including flux analyses, rollforward schedules, and documentation</li><li>Respond to auditor requests and provide technical accounting positions and supporting materials</li></ul><p><strong>Operational Oversight</strong></p><ul><li>Supervise accounts payable to ensure accurate and timely vendor payments</li><li>Manage commission calculations and sales compensation accounting</li><li>Review and approve journal entries, reconciliations, and related documentation</li></ul><p><strong>Leadership & Team Development</strong></p><ul><li>Lead and mentor senior accounting staff, promoting collaboration and accountability</li><li>Provide training, coaching, and feedback to support professional growth</li><li>Balance hands-on involvement with strategic leadership to drive both execution and development</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Senior Client Associate – Family Office</strong></p><p>A highly respected multi-family office is seeking a <strong>Senior Client Associate</strong> to join its San Francisco-based team. The firm provides ultra-high-net-worth families with a comprehensive suite of services, including investment management, financial planning, lending strategies, and bespoke family office solutions. The culture is collaborative, client-centric, and deeply committed to professional development and innovation.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Direct engagement with sophisticated families and their advisory teams</li><li>Opportunity to lead client relationships and mentor associate team members</li><li>Exposure to complex wealth strategies and customized planning initiatives</li><li>Flexible vacation policy, sabbatical program, and hybrid work environment</li><li>Competitive compensation and a comprehensive benefits package</li></ul><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service across assigned relationships</li><li>Execute client requests with accuracy, efficiency, and discretion</li><li>Collaborate with senior leadership on strategic initiatives and client solutions</li><li>Guide and support associates and analysts on shared client accounts</li><li>Assist clients with estate, tax, and philanthropic planning needs</li><li>Partner with investment teams on portfolio construction and cash deployment</li><li>Maintain strong relationships with clients’ extended professional networks</li></ul><p><strong>Interested in this opportunity?</strong></p><p>Apply today or send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and explore whether this could be the right next step in your career.</p>
<p>Billing Manager (Higher Education)</p><p><br></p><p>Natalie Lue with Robert Half if seeking an experienced and detail-oriented Billing Manager to oversee the day-to-day student billing and account management operations in a higher education environment. This role is responsible for ensuring tuition, fees, and other charges are accurately and promptly billed, maintaining student financial account records, and providing exceptional customer service to students and their families. The focus of this position is primarily transactional, centered on billing cycles, account updates, and compliance, with some involvement in system administration or policy development</p><p><br></p><p>Key Responsibilities:</p><ul><li>Generate and distribute tuition and fee bills each term.</li><li>Post charges, adjustments, payments, and credits to student accounts.</li><li>Administer student payment plans and monitor compliance.</li><li>Process refunds in accordance with Title IV and institutional requirements.</li><li>Respond to inquiries from students and families regarding billing, balances, and payment options.</li><li>Provide reminders for upcoming due dates and assist with past-due account follow-up.</li><li>Collaborate with Financial Aid and Registrar teams to ensure account accuracy.</li><li>Assist with reconciliations between student accounts, the general ledger, and the financial aid office.</li><li>Maintain current knowledge of billing policies and procedures specific to higher education.</li><li>Prepare routine reports, including aging, balances, and payment plan statuses.</li><li>Perform other duties as assigned.</li></ul><p><br></p><p>This role offers a great opportunity for professionals with strong accounts receivable experience, and a dedication to accuracy and customer service. Join a close-knit team and help make a positive impact in higher education operations.</p><p><br></p><p>Apply now if you’re ready to bring your expertise in billing management to a rewarding role in higher education!</p><p><br></p>
<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>Associate or Vice President, Data Governance</strong></p><p><strong>Location:</strong> San Francisco, CA</p><p><strong>Compensation:</strong></p><ul><li><strong>Associate:</strong> $130K–$160K + Bonus + Outstanding Benefits</li><li><strong>Vice President:</strong> $160K–$190K + Bonus + Outstanding Benefits</li></ul><p><strong>About the Firm</strong></p><p>Join a highly respected investment and advisory firm based in San Francisco, managing significant multigenerational wealth across a broad range of asset classes. Guided by core values of <strong>excellence, partnership, and integrity</strong>, the firm is known for building enduring relationships rooted in trust.</p><p>With a team of over 150 professionals, the firm offers a full spectrum of services—including investment management, financial planning, tax strategy, and philanthropic advisory. You’ll be part of a collaborative, growth-oriented culture where meaningful impact is at the heart of everything we do.</p><p><br></p><p><strong>The Opportunity</strong></p><p>This newly created role within the <strong>Business Technology Integration (BTI)</strong> team offers a unique chance to shape and lead the firm’s data governance strategy. You’ll work cross-functionally with business, legal, and technology leaders to establish frameworks that ensure data integrity, security, and usability—ultimately strengthening organizational trust and operational excellence.</p><p>If you thrive on bringing clarity to complexity, championing data stewardship, and driving thoughtful innovation, this role is for you.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Design & Implement Governance Frameworks:</strong> Develop scalable, enterprise-wide data governance programs across Microsoft 365 and key SaaS platforms.</li><li><strong>Data Protection & Classification:</strong> Define and enforce policies for data classification, retention, and access control.</li><li><strong>Cross-Functional Collaboration:</strong> Partner with legal, technology, and operations teams to embed governance into daily workflows.</li><li><strong>Monitoring & Risk Mitigation:</strong> Create dashboards and conduct audits to ensure compliance and reduce data-related risks.</li><li><strong>Education & Enablement:</strong> Lead training initiatives and develop documentation to foster a culture of data responsibility and awareness.</li></ul><p><strong>Why You’ll Love Working Here</strong></p><ul><li>A collaborative, kind, and intellectually curious team</li><li>Exceptional benefits, including:</li><li>100% employer-paid medical, dental, and vision for employees and dependents</li><li>2% profit share + 5% 401(k) match</li><li>Unlimited PTO (with two consecutive weeks required annually)</li><li>Flexible “work anywhere” weeks during Thanksgiving and Christmas</li></ul><p><strong>Interested in learning more?</strong></p><p>Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and explore whether this opportunity aligns with your next career move.</p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p>Responsibilities:</p><ul><li>Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li>Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations</li><li>Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a mentor and subject matter resource for new team members</li><li>Partner with internal investment professionals to assist in cash deployment and portfolio implementation</li><li>Provide cross-functional support on internal projects and firm priorities as needed</li></ul><p><br></p>
<p>We are looking for a detail-oriented Project Accountant to join our team in Pleasant Hill, California. The ideal candidate will oversee financial processes related to project accounting, ensuring accuracy and compliance with company standards. This role requires a proactive individual with expertise in account reconciliation, billing, and financial reporting.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Process day-to-day accounting tasks, including accounts receivable/payable, job costing, banking, and PO/subcontract management.</li><li>Submit payroll to third-party provider; manage retirement and union payments, and update payroll-related records.</li><li>Enter invoices, issue AP checks, and handle 1099 preparation.</li><li>Oversee subcontractor billing and ensure up-to-date Certificates of Insurance (COIs).</li><li>Reconcile bank accounts monthly.</li><li>Maintain job cost accounting; prepare budgets, change orders, and Work-In-Progress (WIP) reports.</li><li>Track and record prepaid expenses (e.g., property taxes, insurance).</li><li>Support timely and accurate financial reporting on a monthly, quarterly, and annual basis; collaborate with CPA on required schedules.</li><li>Conduct monthly analysis of key financial metrics and implement improved reporting processes.</li><li>Provide financial insights and advice to ownership and management for process improvements.</li><li>Manage company cash flow and forecasting, reporting regularly to ownership.</li><li>Create annual budgets, rolling forecasts, and perform budget vs. actual variance analysis.</li><li>Assist with state business registrations, licenses, and various tax matters.</li><li>Coordinate with CPA firm for annual financial statement review and tax preparation.</li><li>Liaise with external parties including banks, bonding companies, insurance providers, and brokers.</li></ul><p><br></p>
<p><strong>Associate, Client Services Accounting</strong></p><p>Are you a meticulous and motivated accounting professional seeking a role where your work truly matters? Join a mission-driven organization that provides high-touch financial services to multigenerational clients, combining strategic insight with operational excellence.</p><p><br></p><p><strong>About the Organization</strong></p><p>This San Francisco-based family office supports the financial and personal lives of high-net-worth individuals through a comprehensive suite of services including investment oversight, financial reporting, tax planning, and philanthropic support. With a strong emphasis on partnership, integrity, and long-term value creation, the team operates with a unified purpose: to foster enduring relationships and help clients thrive across generations.</p><p><br></p><p><strong>Why This Role Matters</strong></p><p>As an Associate in the Client Services Accounting team, you’ll be a key contributor to the delivery of exceptional financial support. You’ll manage day-to-day transactions, prepare detailed financial reports, and collaborate across departments to ensure seamless service. Your work will directly impact client satisfaction and the continued evolution of service delivery.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Execute core accounting functions including accounts payable, reconciliations, and financial reporting.</li><li>Prepare journal entries, cash forecasts, and quarterly financial statements.</li><li>Analyze and reconcile bank, brokerage, and credit card accounts.</li><li>Collaborate across departments to deliver integrated financial insights and reporting.</li><li>Communicate directly with clients, estate managers, and vendors to manage payments and reporting requests.</li><li>Support the accounting of real property, investments, and asset transfers.</li></ul><p><strong>What Success Looks Like</strong></p><ul><li>Building trusted relationships through diligence, accuracy, and confidentiality.</li><li>Bringing fresh ideas and perspectives to enhance client service delivery.</li><li>Thriving in a team-oriented environment that values learning, innovation, and mutual support.</li></ul><p><strong>Perks & Benefits</strong></p><p>This role offers a highly competitive compensation package and a robust benefits suite including:</p><ul><li>Medical, dental, and vision coverage</li><li>401(k) with 5% match + annual contribution</li><li>Paid parental leave (20 weeks), medical leave, and flexible vacation</li><li>Childcare stipend, infertility benefits, and mental health support</li><li>Generous volunteer time off and donation matching</li><li>Ongoing education assistance and career development support</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li>Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations</li><li>Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a mentor and subject matter resource for new team members</li><li>Partner with internal investment professionals to assist in cash deployment and portfolio implementation</li><li>Provide cross-functional support on internal projects and firm priorities as needed</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>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><strong>Senior Payroll Manager for Family Office </strong></p><p>📍 San Francisco, Financial District | Hybrid (3 days in-office)</p><p>💼 $150,000 – $175,000 + Bonus + Excellent Benefits</p><p> </p><p>Join a well-established <strong>family office</strong> with an outstanding culture and collaborative team. We’re seeking a <strong>Senior Payroll Manager</strong> to oversee payroll operations, lead a small team, and manage benefits administration across multiple entities. This is a high-impact role where you’ll work closely with leadership, contribute to strategic initiatives, and ensure compliance with payroll and benefit regulations.</p><p><br></p><p> <strong>Interested in learning more?</strong></p><p>Please reach out to <strong>Jennifer Fukumae at Robert Half</strong> on LinkedIn for a confidential conversation and apply directly to be considered.</p><p> </p><p><strong>Responsibilities Include: </strong></p><p><strong>Payroll Management</strong></p><ul><li>Oversee accurate and timely payroll processing across five cycles.</li><li>Review, audit, and reconcile payroll and timekeeping data.</li><li>Manage payroll tax reporting, filings, and year-end processes.</li><li>Partner with the Payroll Manager on bonus and incentive payments.</li><li>Provide guidance, leadership, and excellent service on payroll matters.</li></ul><p><strong>Retirement Plan & Benefits</strong></p><ul><li>Support administration of 401(k), profit-sharing, and deferred compensation plans.</li><li>Oversee annual testing, compliance, and regulatory filings (ACA, 5500, SF HCSO).</li><li>Ensure accuracy of benefit reconciliations and payroll contribution funding.</li></ul><p><strong>Finance & Reporting</strong></p><ul><li>Manage payroll-related cash flow and intercompany journal entries.</li><li>Prepare variance analysis and personnel cost forecasts.</li><li>Provide payroll and benefits data for board and year-end reporting.</li><li>Track and analyze consulting expenses and management fees.</li></ul>
<p>Join a dynamic team where you’ll take ownership of the full lifecycle of fixed assets and lease accounting. This role is ideal for a detail-oriented professional with a strong understanding of GAAP and ASC 842 standards, ready to lead, collaborate, and drive process improvements in a fast-paced environment.<strong> Interested? Contact Robyn at (707) 387-0299 to learn more!</strong></p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Manage all aspects of fixed asset and lease accounting, from acquisition to disposal</li><li>Ensure compliance with ASC 842 lease accounting standards</li><li>Reconcile, track, and report on owned and leased equipment</li><li>Prepare audit schedules and provide support during internal and external audits</li><li>Monitor capital expenditures to ensure alignment with approved budgets</li><li>Collaborate cross-functionally to enhance internal controls and streamline asset processes</li><li>Mentor and support the development of accounting team members</li><li>Identify opportunities for system improvements and process efficiencies</li><li>Deliver ad hoc financial analysis to support strategic business decisions</li></ul><p><br></p>
<p>We are looking for a skilled Senior Finance Manager to lead and optimize cost accounting processes within our organization. This role is based in South San Francisco, California, and focuses on ensuring the accuracy of manufacturing cost data, standard cost accounting, and cost analysis. The ideal candidate will have a strong background in cost accounting principles and a commitment to delivering actionable financial insights.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Partner with Accounting, Operations/CLIA Lab, IT, and Facilities to deliver cost accounting solutions.</li><li>Lead COGS modeling, reviews, and tracking against performance targets.</li><li>Oversee product costing, standard cost set-up, forecasts, budgets, and variance analysis.</li><li>Provide financial guidance and challenge assumptions in planning/budgeting processes.</li><li>Manage monthly/quarterly close of COGS and inventory, including journal entries and SOX/audit schedules.</li><li>Review inventory for excess/obsolete reserves with Operations and Supply Chain.</li><li>Collaborate on process improvements, controls, and SOX compliance for accurate inventory data.</li><li>Analyze standard vs. actual costs (materials, labor, overhead) and resolve root causes.</li><li>Develop cost methodologies for materials, labor, and overhead per GAAP.</li><li>Support ERP/FP& A tool initiatives and ensure accurate NetSuite cost data.</li><li>Drive financial aspects of product launch with focus on cost.</li><li>Deliver high-value financial analysis to guide investments, cost savings, and risk mitigation.</li><li>Identify and implement efficiencies in company-wide planning processes.</li><li>Handle ad-hoc financial requests as needed.</li></ul>
<p>We are looking for a skilled and detail-oriented Senior Accountant to join our team in Oakland, California. In this role, you will be responsible for maintaining the financial integrity of our real estate portfolio, which includes affordable housing and commercial properties. You will collaborate closely with the Controller and Director of Finance to ensure accurate financial reporting, tax compliance, and effective budget management.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Assist in preparing monthly, quarterly, and annual financial statements for the real estate portfolio, ensuring accuracy and timeliness of all accounting transactions.</li><li>Support financial reporting for funders, the board of directors, and other stakeholders.</li><li>Manage general and sub-ledgers for real estate assets, including accounts payable, receivable, and bank reconciliations.</li><li>Process real estate invoices, prepare and post journal entries for rent revenue, property taxes, insurance, and maintenance expenses.</li><li>Contribute to developing and managing annual budgets, cash flow projections, and project proformas.</li><li>Perform variance analyses, identify trends, and recommend budget adjustments.</li><li>Analyze financial data to identify opportunities across the real estate portfolio and assist in preparing feasibility studies, projections, and grant or financing proposals.</li><li>Maintain and strengthen internal controls to ensure compliance with GAAP, nonprofit accounting standards, and regulations related to affordable housing and commercial real estate.</li><li>Support management of banking relationships, JV financial reporting, and risk identification for real estate projects.</li><li>Assist in preparing and filing tax returns, property tax exemptions, and audit documentation for real estate entities.</li><li>Coordinate with auditors and lead audit preparation to ensure timely and accurate reporting.</li><li>Participate in meetings, training, and special projects as needed.</li><li>Attend required in-person meetings (2–4 days per month), complete performance reviews, and engage in monthly professional development.</li><li>Maintain organized documentation, complete administrative reporting, and meet regularly with supervisors to review performance and goals.</li></ul>
<p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p>
