<p><strong>Wealth Manager</strong></p><p><strong>Location: </strong><em>North Bay Area</em></p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>A well-regarded independent Registered Investment Advisor (RIA) firm in the North Bay is seeking a <strong>Wealth Manager</strong> to join its collaborative, client-centric team. This is a fantastic opportunity for an experienced advisor to manage high-net-worth relationships, deliver holistic financial planning, and contribute to the growth of a values-driven organization.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm is dedicated to helping clients achieve a well-rounded sense of wealth—defined not only by financial success, but also by personal fulfillment, well-being, and positive impact. Advisors are empowered to build deep relationships and provide high-touch service that reflects this philosophy.</p><p><br></p><p><strong>Position Overview</strong></p><p>As a Wealth Manager, you’ll serve as a trusted advisor to a growing portfolio of high-net-worth clients. You’ll deliver tailored financial planning and investment advice while playing an active role in business development and firm-wide initiatives. This role is ideal for professionals with 5+ years of experience who are ready to take on greater responsibility and grow within a dynamic, mission-driven team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Client Relationship Management</strong></p><ul><li>Act as lead advisor for high-net-worth clients</li><li>Provide personalized financial planning and investment advisory services</li><li>Strengthen and expand client relationships through referrals and personal outreach</li><li>Deliver proactive, high-touch service aligned with the firm’s values</li></ul><p><strong>Financial Planning & Wealth Management</strong></p><ul><li>Create and implement financial plans covering retirement, tax, estate, investment, and risk management</li><li>Continuously monitor and adjust plans based on client goals and market conditions</li></ul><p><strong>Business Development</strong></p><ul><li>Support senior advisors in acquiring new clients</li><li>Build relationships within the firm’s network and participate in community engagement</li></ul><p><strong>Professional Growth & Firm Contribution</strong></p><ul><li>Contribute to firm-wide initiatives aimed at enhancing client experience and operational efficiency</li><li>Stay current with industry trends and pursue ongoing professional development</li></ul><p><strong>Compliance & Documentation</strong></p><ul><li>Ensure full compliance with regulatory standards and internal policies</li><li>Maintain accurate records of client interactions and financial strategies</li></ul><p><strong>Excited about this opportunity? </strong>Let’s connect! Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to explore whether this role aligns with your next career move.</p>
<p>We are looking for an experienced Controller to support our client in Sonoma County, California. This long-term contract position offers an opportunity to oversee financial operations, provide critical analysis, and lead a dedicated accounting team. The ideal candidate will bring expertise in financial management, reporting, and process improvement within a manufacturing, engineering, or services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage month-end closing procedures, ensuring accurate and timely financial reporting.</p><p>• Oversee quarterly and annual reporting processes, delivering comprehensive financial insights.</p><p>• Conduct detailed financial analysis to support strategic decision-making and operational improvements.</p><p>• Supervise and guide an accounting team of three, fostering collaboration and enhancing productivity.</p><p>• Develop and implement Standard Operating Procedures (SOPs) and process documentation to streamline workflows.</p><p>• Manage inventory control processes and ensure alignment with organizational goals.</p><p>• Review and analyze contracts to maintain compliance and optimize terms.</p><p>• Fully leverage and utilize existing ERP modules, driving efficiency and maximizing system capabilities.</p><p>• Provide expertise in manufacturing, engineering, or services industries to enhance financial operations and reporting</p>
<p><strong>Senior Accountant / Accounting Manager – Fund & Property</strong></p><p><strong>Location:</strong> San Francisco (Embarcadero Area) | Hybrid: 4–5 days in office</p><p><strong>Compensation:</strong> $125,000 – $150,000 + 15% Bonus</p><p><br></p><p><strong>About the Opportunity</strong></p><p>Join a dynamic, emerging investment firm with a collaborative culture and a passion for excellence. This is an exciting opportunity to work closely with senior leadership in a fast-paced, entrepreneurial environment where your contributions will have a direct impact on the firm’s success. If you thrive in a role that blends strategic thinking with hands-on execution, this position is for you.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Be part of a tight-knit, high-performing team that values innovation and precision.</li><li>Gain exposure to complex real estate investments and fund accounting at scale.</li><li>Work in a beautiful Embarcadero office with a culture that encourages collaboration, ownership, and professional growth.</li><li>Enjoy a competitive compensation package and the chance to make a meaningful impact in a growing organization.</li></ul><p><br></p><p><strong>What You’ll Do</strong></p><p>As a Senior Accountant / Accounting Manager, you will play a key role in managing fund and property-level accounting, financial reporting, and compliance. You’ll work closely with the CFO and external partners to ensure accuracy, transparency, and efficiency across all financial operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee monthly accounting for real estate investments, including variance analysis and cash flow review.</li><li>Partner with fund administrators to deliver quarterly investor reports, ensuring compliance with LPAs and waterfall calculations.</li><li>Prepare and analyze fund and property-level performance metrics, supporting strategic decision-making.</li><li>Assist with quarterly valuations, financial modeling, and sensitivity analyses.</li><li>Coordinate year-end audits and tax filings, liaising with auditors and tax advisors.</li><li>Manage capital calls, distributions, and carry calculations for funds and co-investments.</li><li>Support SEC compliance reporting and ad hoc investor requests.</li><li>Collaborate with operating partners and internal teams to maintain accurate financial data.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>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>Senior Accountant / Accounting Manager – Fund & Property Accounting</strong></p><p><strong>Location:</strong> San Francisco (Embarcadero) | <strong>Hybrid:</strong> 4–5 days/week in office</p><p><strong>Compensation:</strong> $125,000 – $150,000 + 15% Bonus</p><p><br></p><p><strong>About the Firm</strong></p><p>Join a recognized investment firm known for its collaborative culture and commitment to excellence. This is a unique opportunity to work directly with senior leadership in a dynamic, entrepreneurial environment where your contributions will have a direct impact on the firm’s success.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Be part of a close-knit, high-performing team that values precision, innovation, and ownership</li><li>Gain hands-on experience with complex real estate investments and fund structures</li><li>Work in a beautiful Embarcadero office that fosters collaboration and professional growth</li><li>Enjoy a competitive compensation package and the opportunity to make a meaningful impact</li></ul><p><strong>Your Role</strong></p><p>As a <strong>Senior Accountant / Accounting Manager</strong>, you’ll lead fund and property-level accounting, financial reporting, and compliance efforts. You’ll collaborate closely with the CFO and external partners to ensure financial accuracy and operational efficiency across the firm’s investment portfolio.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage monthly accounting for real estate assets, including variance analysis and cash flow reviews</li><li>Partner with fund administrators to produce quarterly investor reports, ensuring alignment with LPAs and waterfall models</li><li>Analyze fund and property performance metrics to support strategic decisions</li><li>Assist with quarterly valuations, financial modeling, and sensitivity analyses</li><li>Coordinate annual audits and tax filings with external auditors and tax advisors</li><li>Oversee capital calls, distributions, and carry calculations for funds and co-investments</li><li>Support SEC compliance reporting and respond to ad hoc investor requests</li><li>Collaborate with operating partners and internal teams to maintain accurate financial data</li></ul><p><strong>Interested?</strong></p><p>If this sounds like the right fit, I’d love to connect. Please send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario </strong>to start the conversation.</p>
<p>We are looking for an experienced Accounting Manager to oversee and optimize financial operations within our organization. The ideal candidate will bring expertise in accounting systems, financial reporting, and compliance, ensuring all processes align with industry standards. This role is based in San Francisco, California, and offers the opportunity to lead a dynamic team.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Analyze and report production costs to ensure accurate tracking of manufacturing expenses.</li><li>Partner with operations to set and maintain cost standards, focusing on efficiency and cost control.</li><li>Manage the general ledger with timely, accurate recording of financial transactions.</li><li>Perform regular account reconciliations to ensure financial data integrity.</li><li>Oversee accounts payable and receivable processes, ensuring accurate and timely transactions.</li><li>Troubleshoot discrepancies and improve payment processes in collaboration with the team.</li><li>Lead the monthly financial close to deliver accurate financial statements on time.</li><li>Analyze results and provide insights on performance and variances.</li><li>Supervise and mentor a junior accountant, promoting a collaborative, high-performing team culture.</li><li>Offer guidance on accounting policies, procedures, and best practices.</li><li>Serve as a financial advisor to the CEO, providing data-driven insights for decision-making.</li><li>Collaborate with departments to develop financial strategies aligned with company goals.</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 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>Our dynamic company operates across multiple revenue streams, embracing innovation and excellence in all areas of business. Powered by QuickBooks Online and supported by a talented team, we are seeking an experienced <strong>Accounting Manager</strong> to oversee critical accounting functions, contribute to financial accuracy, and support strategic decision-making in collaboration with senior leadership.</p><p><br></p><p><strong>Reporting Relationship:</strong></p><p>The Accounting Manager will report directly to the <strong>Controller</strong> and lead a team of three accounting professionals.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>General Ledger Close:</strong></li><li>Lead and manage the month-end, quarter-end, and year-end general ledger close processes with a commitment to timeliness and accuracy.</li><li>Ensure all journal entries, account reconciliations, and supporting schedules are prepared and reviewed in accordance with company policies and GAAP (Generally Accepted Accounting Principles).</li><li><strong>Financial Statement Preparation:</strong></li><li>Prepare and review monthly financial statements, including the balance sheet, income statement, and cash flow statement.</li><li>Develop comprehensive variance analyses for financial results to support internal review and external reporting.</li><li><strong>Cash Flow Management:</strong></li><li>Oversee the preparation of the cash flow statement to ensure accurate representation of operating, investing, and financing activities.</li><li>Provide actionable insights into cash flow trends to help drive financial planning decisions.</li><li><strong>Team Leadership and Development:</strong></li><li>Directly manage, mentor, and oversee the work of three accounting staff members, providing training and development opportunities to build a high-performing team.</li><li>Collaborate with staff to establish goals, address challenges, and maintain accountability for timely completion of responsibilities.</li><li><strong>Process Improvements:</strong></li><li>Identify and implement best practices to enhance the efficiency and effectiveness of accounting operations, particularly within the QuickBooks Online platform.</li><li>Develop and enforce robust internal controls to safeguard company assets and ensure compliance with regulatory requirements.</li><li><strong>Audit Support and Compliance:</strong></li><li>Assist the Controller in managing audits, preparing audit schedules, and providing necessary documentation to external auditors.</li><li>Ensure compliance with all relevant tax laws and regulations.</li><li><strong>Cross-Functional Collaboration:</strong></li><li>Work closely with other departments to understand the nuances of the company’s revenue streams and ensure proper accounting treatment.</li><li>Support the Controller and executive leadership in strategic planning and forecasting activities.</li></ul>
<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>Are you tired of crazy hours, high stress and lack of promotions with your large firm? We can change all that! We are offering an exciting opportunity for a Tax Manager - Public in a CPA firm based in Larkspur, California. The job function involves handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts. The role requires diligent monitoring of tax laws and ensuring our company's tax compliance. There is a partnership opportunity in as soon as 3 years!</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough research on tax-related matters.</p><p>• Undertake the preparation and review of tax returns for a variety of clients, including corporations, partnerships, and individuals with high net worth.</p><p>• Recognize and execute opportunities to minimize effective tax rates.</p><p>• Use Accounting Software Systems and ADP - Financial Services efficiently for various tasks.</p><p>• Apply knowledge of Accounting Functions and Annual Income Tax Provision in daily tasks.</p><p>• Ensure compliance with all relevant laws and regulations.</p><p>• Advise on Entity Formation based on tax considerations.</p><p>• Utilize CCH ProSystem Fx for tax processes and procedures.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Assistant Controller </strong>at a <strong>Thriving Real Estate Investment Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Step into a role where your work drives real impact in multifamily real estate. Join a small, collaborative team and gain broad exposure across the business while contributing to its growth. Take ownership, make a difference, and grow professionally all with a competitive salary, full benefits, and a supportive culture.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund and property accounting reviews, audits, and financial statements.</li><li>Conduct quarterly property financial reviews and ensure LPA compliance.</li><li>Prepare and improve reporting for management and investors, including KPI dashboards.</li><li>Support cash flow forecasting and liquidity planning.</li><li>Collaborate with fund administration teams on processes and deliverables.</li><li>Oversee financials for acquisitions and post-closing prorations.</li><li>Lead system implementations and streamline processes.</li><li>Maintain financial policies and assist with treasury management.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>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><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Accounting Manager </strong>at a <strong>Thriving Real Estate Investment Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Step into a role where your work makes a real impact in multifamily real estate. Join a small, collaborative team and gain broad exposure across the business while contributing to its growth. Take ownership, drive change, and grow professionally—all with a competitive salary, full benefits, and a supportive culture.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead fund and property accounting reviews, audits, and financial statements</li><li>Conduct quarterly property financial reviews and ensure LPA compliance</li><li>Prepare and enhance reporting for management and investors, including KPI dashboards</li><li>Support cash flow forecasting and liquidity planning</li><li>Collaborate with fund administration teams on processes and deliverables</li><li>Oversee financials for acquisitions and post-closing prorations</li><li>Lead system implementations and streamline processes</li><li>Maintain financial policies and assist with treasury management</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Senior Wealth Manager</strong></p><p><strong>Location:</strong> North Bay Area</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>An independent RIA firm in the Bay Area is seeking a Senior Wealth Manager to lead high-value client relationships, mentor junior advisors, and contribute to firm-wide strategic initiatives. This is a unique opportunity for a seasoned professional to join a collaborative, client-first team focused on holistic financial well-being.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm serves high-net-worth individuals and families, emphasizing personal fulfillment, empowerment, and community engagement. Advisors are encouraged to think beyond financial returns and help clients achieve meaningful life outcomes.</p><p><br></p><p><strong>Role Overview</strong></p><p>The Senior Wealth Manager will manage a personal book of business, source and close new client relationships, and play a leadership role in firm growth. The ideal candidate thrives in a values-driven environment and is ready to take on strategic and mentoring responsibilities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as lead advisor for high-net-worth clients</li><li>Deliver comprehensive financial planning and investment advisory services</li><li>Develop and adjust plans covering retirement, tax, estate, investment, and risk management</li><li>Mentor associate advisors and foster a culture of excellence</li><li>Ensure compliance with regulatory standards and firm policies</li><li>Source and close new client relationships aligned with firm strategy</li><li>Engage with centers of influence to generate referrals</li><li>Participate in marketing, networking, and community events</li><li>Lead initiatives to improve processes and client experience</li><li>Collaborate with leadership on strategic goals</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Percentage of revenue managed plus goals-based bonus</li><li>Potential for equity ownership</li><li>401(k) with company match</li><li>Paid time off and holidays</li><li>Leadership opportunities within the firm</li><li>Access to advanced training, conferences, and industry networking</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect</p>
<p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a <strong>Wealth Manager</strong>. This is a unique opportunity to join a boutique, community-focused firm that blends deep financial expertise with a philosophy of building a true wealth for its clients — emphasizing well-being, personal fulfillment, and empowerment.</p><p><br></p><p>As a Wealth Manager, you’ll be a central part of the advisory team, managing client relationships, delivering comprehensive financial planning, and supporting firm growth. This role is ideal for advisors with <strong>5+ years of experience</strong> who are ready to step into a client-facing role with greater ownership, career development, and the chance to help clients achieve both financial goals and life aspirations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and grow client relationships with a planning-first approach.</li><li>Deliver tailored financial plans and investment advice.</li><li>Support business development through client referrals and networking.</li><li>Contribute to team culture and professional development.</li><li>Ensure compliance and maintain accurate client records.</li></ul>
We are looking for an accomplished Controller to oversee financial operations and ensure accuracy in accounting practices for a group of companies. This role involves managing an expanding accounting team while maintaining robust internal controls and preparing comprehensive financial reports. The ideal candidate will have extensive experience in accounting leadership and the ability to enhance systems and processes effectively.<br><br>Responsibilities:<br>• Lead and supervise all accounting operations, including general ledger management, payroll, accounts payable/receivable, and fixed asset tracking.<br>• Oversee the month-end close process to ensure timely and accurate completion.<br>• Develop and implement policies and procedures to address current and anticipated business needs.<br>• Prepare detailed financial statements on a monthly, quarterly, and annual basis.<br>• Establish and maintain strong internal controls to ensure compliance with company policies.<br>• Manage and optimize accounting systems to improve efficiency and data accuracy.<br>• Provide mentorship and leadership to the accounting team, fostering growth and development.<br>• Collaborate with auditors to ensure successful completion of annual external audits.<br>• Conduct financial analyses to support strategic decision-making.<br>• Monitor intercompany reconciliations and ensure proper documentation.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p><br></p><p>Join a well-established firm known for its personalized approach to financial planning, offering advisory services, 401(k) management, insurance, and brokerage accounts—all focused on long-term client relationships. Step into a leadership role where work-life balance, team culture, and client care come first. Be part of a collaborative team that values impact and relationships.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead client onboarding for a seamless experience</li><li>Manage account setups, transfers, and workflows</li><li>Assist clients with portals and planning tools</li><li>Prepare proposals, reports, and follow-ups</li><li>Maintain accurate client records in CRM systems</li><li>Support operations, compliance, and marketing activities</li><li>Oversee team tasks, training, payroll, and performance</li><li>Plan and execute client events, ensuring brand and compliance alignment</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for an experienced Controller to lead and manage all financial operations within our organization, based in San Francisco, California. </p><p><br></p><p>Responsibilities:</p><ul><li>Deliver timely, accurate, and GAAP-compliant financial reporting across all entities.</li><li>Lead monthly/annual close, including journal entries, reconciliations, and financial statements.</li><li>Conduct variance analysis, financial modeling, and scenario planning to support strategic decisions.</li><li>Manage multi-entity consolidations, intercompany allocations, and reconciliations.</li><li>Oversee the full accounting cycle across multiple business units.</li><li>Ensure compliance with accounting standards and regulatory requirements.</li><li>Manage property and real estate development accounting, including capital projects and depreciation.</li><li>Monitor and reconcile intercompany transactions.</li><li>Lead annual audits and oversee timely tax filings (e.g., IRS Form 990).</li><li>Serve as primary liaison with external auditors and tax advisors.</li><li>Manage grant and fund accounting, ensuring accurate tracking of restricted funds and compliance with requirements.</li><li>Develop and update internal controls, policies, and procedures to safeguard operations.</li><li>Drive automation and process improvements to enhance efficiency.</li><li>Optimize ERP and financial systems (e.g., Sage Intacct, Vena) for reporting and consolidations.</li><li>Lead organizational and program budgets in partnership with department leaders.</li><li>Monitor expenditures for compliance with budgets, funder requirements, and grant terms.</li><li>Provide training and tools to strengthen financial literacy among budget holders.</li><li>Partner with Programs, Operations, People, and Development teams to align financials with strategy.</li><li>Deliver financial analysis and forecasting to guide resource allocation and long-term planning.</li><li>Build and lead a high-performing accounting team focused on accountability and growth.</li><li>Conduct performance reviews and provide coaching and professional development.</li><li>Lead organizational training to enhance financial literacy and compliance.</li><li>Implement project management tools and reporting frameworks to improve accountability.</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p><br></p><p>Join a well-established firm known for its personalized approach to financial planning, offering advisory services, 401(k) management, insurance, and brokerage accounts—all focused on long-term client relationships. Step into a leadership role where work-life balance, team culture, and client care come first. Be part of a collaborative team that values impact and relationships.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead client onboarding for a seamless experience</li><li>Manage account setups, transfers, and workflows</li><li>Assist clients with portals and planning tools</li><li>Prepare proposals, reports, and follow-ups</li><li>Maintain accurate client records in CRM systems</li><li>Support operations, compliance, and marketing activities</li><li>Oversee team tasks, training, payroll, and performance</li><li>Plan and execute client events, ensuring brand and compliance alignment</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Jeff Abrams is offering an exciting opportunity for a Controller/Real Estate individual with a keen eye for detail in the Real Estate Property/Facilities Management industry for his client. This position is located in San Francisco, California, 94105, United States. As a Controller/Real Estate, you will be tasked with a variety of responsibilities ranging from overseeing the investment reporting team, managing investment vehicle liquidity, to liaising with various stakeholders.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Mentor and provide opportunities for the Investor Reporting team members to grow.</p><p>• Handle cash analysis, projections, and management of draws/paydowns on subscription facilities for investment vehicles.</p><p>• Ensure smooth workflow by approving expenditure and payables via various systems such as NEXUS, Paymode-X/Kyriba, and MRI.</p><p>• Consult with audit firms and tax consultants on accounting and tax issues and potential conclusions.</p><p>• Coordinate with external accounting consultants, service providers, and joint venture partners to support reporting deliverables.</p><p>• Maintain relationships with investors and other stakeholders, providing them with accurate and timely financial information.</p><p>• Handle the roll-up and reconciliation of investment accounts for various investment vehicles.</p><p>• Oversee the preparation of monthly reports for various investment vehicles.</p><p>• Lead the quarter-end close process, preparation, and review of financial statements.</p><p>• Coordinate with tax accountants and advisors to ensure compliance with REIT regulations.</p><p>• Work directly with various teams on ad hoc projects, oversee group level projects, and collaborate with other departments on company projects and initiatives.</p><p>• Identify and implement improvements in policies and procedures.</p><p>• Provide oversight on accounting analysis on onboarding new investment vehicles, acquisitions, financing, and dispositions.</p><p><br></p><p>If interested, please reach out Jeff Abrams via LinkedIn </p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ASSISTANT CONTROLLER/CONTROLLER</strong></p><p><strong>155K-175K+BONUS</strong></p><p><br></p><p>Well established real estate development company is seeking an Assistant Controller/Controller to join their expanding team. The position will be managing all aspects of financial reporting and compliance and will play a key role in preparing financial statements, analyzing financial data, and ensuring accuracy and completeness in the company's financial records. The Assistant Controller may also collaborate with auditors, support budgeting and forecasting activities, and help implement internal controls to safeguard the organization's financial integrity. Provide Controller support in managing the financial operations of the accounting department.</p><p><br></p><p>Responsibilities:</p><p>-Manage all aspects of financial reporting for construction projects, ensuring accuracy and adherence to deadlines.</p><p>-Prepare and analyze financial statements (income statements and balance sheets)</p><p>-Review/manage work-in-progress quarterly, working closely with project managers.</p><p>-Manage cash flow with line of credit</p><p>-Oversee accounts payable and accounts receivable processes.</p><p>-Ensure timely and accurate processing of invoices, payments, and collections.</p><p>-Manage payroll functions and compliance with payroll tax requirements.</p><p>-Ensure compliance with local, state, and federal regulatory requirements.</p><p>-Coordinate audits and financial reviews, providing necessary documentation and explanations.</p><p>-Communicate financial information effectively to non-financial stakeholders.</p><p><br></p><p><br></p>
<p>We are looking for a highly organized Controller to oversee document management and ensure efficient handling of records and files for our organization. This role requires a detail-oriented individual who excels in maintaining accurate documentation and streamlining processes. Located in Oakland, California, this position offers an opportunity to contribute to a dynamic team environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee all accounting functions: billing, AR/AP, general ledger, inventory, and revenue recognition</li><li>Prepare journal entries and reconciliations for month-end close</li><li>Deliver weekly/monthly financial reports with budget-to-actual analysis</li><li>Maintain accuracy and transparency in financial transactions and reporting</li><li>Ensure compliance with tax and government reporting requirements</li><li>Lead annual budget and cash forecast planning</li><li>Manage cash flow, optimizing collections and vendor payments</li><li>Implement and maintain inventory management systems</li><li>Improve financial systems, processes, and reporting capabilities</li></ul><p><br></p>
We are looking for an experienced Accounting Manager to oversee financial operations and reporting for our organization in Rutherford, California. This role requires someone with a strong attention to detail who can lead accounting processes while providing strategic insights to support business decisions. The ideal candidate will bring proven leadership skills and a strong background in financial management.<br><br>Responsibilities:<br>• Oversee and ensure timely completion of monthly and quarterly financial close processes.<br>• Manage the preparation of financial statements, including balance sheets, income statements, and departmental expense summaries.<br>• Provide leadership and guidance to accounting staff, fostering their development and ensuring high-quality execution of tasks.<br>• Review and approve journal entries, account reconciliations, and general ledger postings for accuracy and consistency.<br>• Analyze inventory costing for discrepancies and report notable trends or variances to management.<br>• Collaborate on the development of annual budgets, including farming activity budgets, and provide detailed analysis.<br>• Assist with tax-related tasks, including income analysis, shareholder distributions, and coordination for tax returns.<br>• Support external audits and ensure accurate data for annual tax filings.<br>• Partner with the Controller and other business leaders to deliver timely financial data and analysis for informed decision-making.<br>• Monitor accounts payable and accounts receivable processes to ensure proper coding and documentation approvals.
<p>We are looking for an experienced and detail-oriented Assistant Controller to join our team in Marin County, California. This role plays a key part in managing financial operations, ensuring compliance, and supporting organizational goals through accurate reporting and analysis. The ideal candidate will have a strong background in accounting, payroll processing, and financial systems, as well as a proven ability to handle multi-state payroll and collaborate across departments.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze special financial reports, including cash flow, vendor activity, receivables, and bank fees, as requested by the Controller.</p><p>• Perform monthly bank and account reconciliations to ensure accuracy and compliance.</p><p>• Assist in the preparation of financial statements and support the Controller in annual budget planning.</p><p>• Collaborate with the IT team to maintain and enhance accounting systems for optimal functionality.</p><p>• Supervise and train accounting personnel responsible for detailed entries and internal financial reporting both locally and at branch offices.</p><p>• Support the annual review process conducted by external auditors and provide necessary documentation.</p><p>• Oversee multi-state payroll processing, including calculating wages, bonuses, overtime, and deductions, while ensuring compliance with tax withholding requirements.</p><p>• Manage vacation and sick leave accruals and prepare payroll billings for branch offices.</p><p>• Generate and review payroll reports using ADP Workforce Now and related systems, ensuring accuracy and timeliness.</p><p>• Address employee inquiries related to payroll and prepare semi-monthly reports for employee contribution submissions</p>
