115 Results for Finance Manager Jobs in Vallejo, CA

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Finance Associate $2B AUM VC Firm

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Robert Half's Financial Services Division is partnering with a growing, technology-focused venture capital firm in San Francisco seeking a Fund Finance Associate to join its finance team. This is an opportunity to gain exposure to multiple funds and SPVs, work closely with experienced finance leadership, and take ownership of fund accounting, reporting, and operations. Key Responsibilities<ul><li>Manage monthly and quarterly close activities across funds and SPVs, including reconciliations and NAV calculations.</li><li>Prepare capital account statements, investor allocations, and LP reporting packages.</li><li>Coordinate with fund administrators, auditors, and tax providers.</li><li>Support investment valuations, performance reporting, and portfolio updates.</li><li>Maintain fund cash activity, investment records, and transaction documentation.</li><li>Assist with audits, tax preparation, and regulatory reporting.</li><li>Improve accounting workflows, systems, and reporting through automation and AI tools.</li></ul>
2026-10-30T00:00:00Z

Senior Finance Associate at Reputable PE Firm

San Francisco, CA
onsite
Permanent / Full Time
110000 - 145000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Finance Associate | Investment Firm | San Francisco; Hybrid Join a high-growth private investment platform focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth. This role offers broad exposure across fund accounting, financial reporting, treasury, and investor activity, with a strong focus on review, oversight, and analysis rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include strong bonus potential, excellent healthcare and retirement benefits, and employee meals. Responsibilities<ul><li>Review third-party fund accounting, NAVs, capital activity, and financial reporting</li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support treasury, cash forecasting, and liquidity management</li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support audits, tax processes, and external providers</li><li>Perform financial analysis and support special projects</li><li>Drive process improvements and stronger controls</li><li>Partner with the broader finance team across multiple investment vehicles</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Fund Accountant Top Venture Capital Firm

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accountant | Venture Capital Firm | Menlo Park | Base + Bonus + Carry Join a highly regarded early-stage venture capital firm investing in the next generation of AI, developer tools, infrastructure, digital biology, and enterprise software. With a strong reputation, experienced leadership, and a collaborative culture, this is a great opportunity to gain meaningful exposure to venture capital finance and operations. Reporting directly to the Controller and working closely with the CFO and external fund administrator, you'll gain hands-on experience across fund accounting, investor reporting, audits, tax, and management company accounting. This is an ideal role for someone who wants broad responsibility, strong mentorship, and the opportunity to grow within a lean, entrepreneurial team. Responsibilities<ul><li>Support fund accounting and reporting across multiple venture funds and related entities</li><li>Assist with capital calls, distributions, management fees, and fund expenses</li><li>Maintain reconciliations, schedules, and supporting workpapers</li><li>Track investment activity, commitments, and capital balances</li><li>Support investor reporting and ad hoc requests</li><li>Partner with the external fund administrator</li><li>Support annual audit and tax processes, including K-1 reporting</li><li>Assist with management company and GP accounting</li><li>Support cash reconciliations and month-end close</li><li>Contribute to process improvements, fund launches, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

Tax Manager - Public

Oakland, CA
onsite
Permanent / Full Time
135000 - 160000 USD / Yearly
We are looking for an experienced Tax Manager to join a respected public accounting firm in Oakland, California. This position offers the opportunity to work closely with firm leadership on a diverse portfolio of tax matters, combining technical review responsibilities with strategic client advisory support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities. Responsibilities: • Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery. • Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives. • Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders. • Manage examinations and inquiries from taxing authorities, coordinating responses and guiding matters through resolution. • Oversee multiple client assignments at once, balancing deadlines, staffing, and quality expectations in a fast-moving public accounting setting. • Provide leadership to tax team members by reviewing work, offering coaching, and supporting their ongoing technical development. • Partner with firm leadership on client service plans, engagement strategy, and initiatives that strengthen the tax practice. • Maintain strong client relationships through responsive communication, sound judgment, and consistent delivery of high-quality work.
2026-10-26T00:00:00Z

Tax Manager - Public

San Rafael, CA
onsite
Permanent / Full Time
150000 - 190000 USD / Yearly
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. Responsibilities:• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.• Develop and implement tax strategies that align with the company's business goals.• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.• Maintain and update the company's tax database regularly.• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.• Consult with executives regarding the tax implications of various corporate strategies.• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.• Perform audits and negotiate tax resolutions with taxing authorities.• 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.
2026-10-26T00:00:00Z

Tax Manager - Public

West Sacramento, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. We are looking for an experienced Tax Manager to join a public accounting team in California, with a primary emphasis on individual tax engagements. This position is ideal for someone who combines strong technical tax knowledge with sound judgment, client-facing confidence, and the ability to keep work moving efficiently through demanding deadlines. The role offers the opportunity to guide complex return preparation, advise clients on tax matters, and support quality across the practice. Responsibilities:• Lead the preparation and final review of complex individual income tax filings, including advanced Form 1040 engagements and related schedules.• Advise clients on tax-saving opportunities and filing considerations while maintaining adherence to applicable federal and state tax rules.• Manage return pipelines and seasonal priorities to ensure assignments are completed accurately and delivered on schedule.• Evaluate work produced by entry-level team members, provide constructive feedback, and help develop their technical capabilities.• Serve as a primary point of contact for client questions throughout the tax process, offering clear guidance and responsive support.• Assist clients with tax notices, examinations, and other compliance-related matters by coordinating responses and resolving issues efficiently.• Monitor multiple client engagements at once, balancing deadlines, quality expectations, and service commitments in a public accounting setting.
2026-11-06T00:00:00Z

Business Operations Analyst (Fund Operations)

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Business Operations Analyst (Fund Operations)📍 Menlo Park, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus + Great Benefits Join a highly respected investment management organization that partners with families, foundations, and institutional investors across public and private markets. The firm is known for its long-term investment approach, collaborative culture, and commitment to innovation, data-driven decision-making, and operational excellence. This position supports the coordination and execution of private investment operational workflows, including subscriptions, capital calls, investment documentation, funding coordination, and ongoing investment maintenance. The role also contributes to process improvement initiatives focused on enhancing efficiency, organization, and scalability across the platform. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a collaborative, fast-paced investment environment. Key Responsibilities<ul><li>Develop a strong understanding of the firm's investment platform, operational infrastructure, and private investment processes.</li><li>Support investment operations, including subscriptions, capital calls, redemptions, and ongoing investment maintenance.</li><li>Coordinate investment documentation, onboarding materials, and operational records.</li><li>Maintain operational trackers, reporting tools, and workflow calendars to ensure timely execution.</li><li>Partner with custodians, fund administrators, external investment managers, and internal teams to support day-to-day operations.</li><li>Assist with funding activities, cash movements, wire coordination, and transaction processing.</li><li>Support operational aspects of investment transactions, including secondary market activities.</li><li>Identify opportunities to improve processes, enhance workflows, and increase operational efficiency.</li><li>Maintain and document operating procedures, controls, and best practices.</li><li>Demonstrate professionalism, accuracy, and strong organizational skills in a fast-paced environment.</li></ul>Why This Opportunity?✅ Exposure to public and private market investments✅ Blend of accounting, reporting, investment operations, and analytics✅ Strong mentorship and career growth potential✅ Technology-forward environment embracing AI and automation✅ High visibility and interaction with investment professionals and leadership✅ Competitive compensation, bonus opportunity, and comprehensive benefits package For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-26T00:00:00Z

Financial Planner at RIA

Mill Valley, CA
onsite
Permanent / Full Time
90000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Wealth Management Firm | Marin | Hybrid; 2-3 Days onsite Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks. Responsibilities: <ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Financial Planner at RIA

Mountain View, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing! They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Financial Planner at RIA

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek | Hybrid; 1 day onsite Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Fund Accountant $130K + Bonus + Carry VC + AI

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Interested? Connect with me on LinkedIn at Mahmoud Adam, CPA and send me your resume directly! 🚀 Fund Accountant | $115K–$130K + Bonus + Carry📍 Menlo Park | Hybrid This is not your typical fund accounting role. I'm working on a confidential opportunity with a top-performing early-stage venture capital firm managing over $2 billion in assets and investing in the next generation of AI, infrastructure, and enterprise technology companies. They're looking for a sharp, detail-oriented Fund Accountant to join a lean finance team, work directly with the Controller and CFO, and grow alongside an ambitious investment platform. The leadership team is approachable, down-to-earth, and genuinely invested in developing the next person who joins. 💡 What You'll Do<ul><li>Support quarterly fund accounting, financial reporting, and investment valuation schedules</li><li>Prepare workpapers for investment purchases, sales, and other fund transactions</li><li>Coordinate capital calls, distributions, management fees, and fund expenses</li><li>Work with the Controller, CFO, and external fund administrator on reporting and operations</li><li>Support audits, tax reporting, investor K-1s, and investor inquiries</li><li>Contribute to new fund launches, process improvements, and special projects</li><li>Explore AI tools like ChatGPT and Claude to improve workflows and efficiency</li></ul>
2026-10-30T00:00:00Z

Fund Accountant $130K + Bonus + Carry VC

San Mateo, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Interested? Connect with me on LinkedIn at Mahmoud Adam, CPA and send me your resume directly! 🚀 Fund Accountant | $115K–$130K + Bonus + Carry📍 Menlo Park | Hybrid This is not your typical fund accounting role. I'm working on a confidential opportunity with a top-performing early-stage venture capital firm managing over $2 billion in assets and investing in the next generation of AI, infrastructure, and enterprise technology companies. They're looking for a sharp, detail-oriented Fund Accountant to join a lean finance team, work directly with the Controller and CFO, and grow alongside an ambitious investment platform. The leadership team is approachable, down-to-earth, and genuinely invested in developing the next person who joins. 💡 What You'll Do<ul><li>Support quarterly fund accounting, financial reporting, and investment valuation schedules</li><li>Prepare workpapers for investment purchases, sales, and other fund transactions</li><li>Coordinate capital calls, distributions, management fees, and fund expenses</li><li>Work with the Controller, CFO, and external fund administrator on reporting and operations</li><li>Support audits, tax reporting, investor K-1s, and investor inquiries</li><li>Contribute to new fund launches, process improvements, and special projects</li><li>Explore AI tools like ChatGPT and Claude to improve workflows and efficiency</li></ul>
2026-10-26T00:00:00Z

Director of Accounting Services (Controller)

Stockton, CA
onsite
Permanent / Full Time
120000 - 170000 USD / Yearly
Key Responsibilities • Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts. • Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close. • Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations. • Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients. • Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts. • Develop and monitor client-specific accounting policies, procedures, and internal controls. • Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations. • Review work performed by staff/accounting specialists, providing direction, training, and performance feedback. • Coordinate with tax and assurance teams to support year-end engagements and information requests. • Identify process improvement opportunities and implement technology and workflow enhancements for clients. • Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup. • Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management. Qualifications • Bachelor’s degree in accounting, finance, or related field required. • CPA license preferred but not required. • Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities. • Prior experience in a CPA firm or client accounting services environment strongly preferred. • Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations. • Strong understanding of U.S. GAAP for small to mid-sized businesses. • Experience with non-profit organizations and various reporting requirements related to non-profits. • Proven ability to manage multiple client relationships and competing priorities. • Demonstrated leadership skills, including staff supervision, coaching, and delegation. • High level of comfort working in cloud-based and paperless environments. • Excellent communication and client service skills. • Strong organizational skills, attention to detail, and ability to meet deadlines.
2026-10-13T00:00:00Z

Accounting Transformation Manager (Individual Contributor)

San Francisco, CA
onsite
Permanent / Full Time
130000 - 145000 USD / Yearly
We are looking for an experienced Accounting Transformation Manager to support core accounting operations and strengthen financial reporting processes in San Francisco, California. This individual contributor role focuses on improving the accuracy and efficiency of close activities, reconciliations, and audit readiness while partnering with stakeholders across the finance organization. The ideal candidate brings strong technical accounting knowledge and a hands-on approach to managing general ledger activity, journal entries, and reporting deliverables. Responsibilities:<ul><li>Lead accounting transformation projects, including process improvements, system implementations, automation, and change initiatives.</li><li>Serve as the accounting SME for system upgrades, ensuring strong controls and compliance with US GAAP and reporting requirements.</li><li>Gather, document, and translate accounting requirements for new systems and processes.</li><li>Support solution design, UAT, and financial system enhancements.</li><li>Design and document future-state processes, workflows, and SOPs.</li><li>Identify risks and implement effective financial and compliance controls.</li><li>Standardize accounting policies, procedures, and internal controls.</li><li>Partner with cross-functional teams to build scalable, automated, audit-ready processes.</li><li>Support change management, training, and post-implementation adoption.</li><li>Track project progress, risks, and deliverables to meet business goals.</li><li>Stay current on accounting technology, automation, and industry best practices.</li></ul>
2026-10-30T00:00:00Z

Controller, Hedge Fund

Orinda, CA
onsite
Permanent / Full Time
180000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller | Investment Firm | Orinda; Hybrid Join a highly regarded investment firm with a thoughtful, long-term investment approach and strong reputation in the market. This is a high-visibility, hands-on role with broad exposure across fund and investment operations, significant autonomy, and the opportunity to shape the role based on your experience and interests. Ideal for someone who enjoys wearing multiple hats, solving problems, and taking ownership in a sophisticated investment environment. Strong employee tenure, fully covered benefits, unlimited PTO, bonus potential, complimentary meals, and a collaborative team culture. Responsibilities<ul><li>Support daily trade and investment operations for open-ended funds</li><li>Reconcile trades, positions, cash, and investment activity</li><li>Partner with fund administrators, custodians, brokers, and other service providers</li><li>Resolve discrepancies and ensure accurate, timely processing</li><li>Support settlements, corporate actions, cash movements, and related activity</li><li>Support additional fund structures as the role evolves</li><li>Take ownership of operational projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

115 results for Finance Manager in Vallejo, CA