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75 results for Interim Controller in Walnut Creek, CA

Controller Hedge Fund - Relocation Support!
  • San Francisco, CA
  • remote
  • Permanent
  • 200000.00 - 300000.00 USD / Yearly
  • <p> <strong><u>Jennifer Fukumae</u></strong> is partnering with a prestigious global investment firm (a top-tier “mega fund”) with a diversified portfolio across public/private markets and real estate. With offices in major financial hubs and hundreds of employees worldwide, this firm is entering an exciting period of growth and operational transformation. They are actively seeking an experienced fund accounting professional to lead a dynamic team and help modernize operations.</p><p> </p><p><strong>Title: Controller (Hedge Fund) - Relo Support!</strong></p><p><strong>Location: San Francisco - FiDi </strong></p><p><strong>Total Comp Range: $400-700k </strong></p><p><strong>Relocation Support </strong></p><p><br></p><p><strong>The Opportunity:</strong></p><p>This senior leadership role offers the chance to take ownership of core fund accounting functions for some of the firm’s largest and most complex strategies. You’ll manage a team of 10–12 and work closely with the Global Controller to oversee operational accounting, reporting, and process improvements across multi-strategy and bespoke funds. This is an excellent opportunity for someone ready to step into a more strategic, high-impact role with long-term growth potential.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Oversee all fund accounting activities for a mix of hedge fund structures (partnership and share class vehicles).</li><li>Manage and mentor a team of accountants, fostering both professional development and operational excellence.</li><li>Review financial packages, NAV calculations, and monthly closes—ensuring quality and accuracy.</li><li>Act as a key liaison across departments including Legal, Investor Relations, and Operations.</li><li>Drive process optimization, systems enhancements, and cross-team initiatives to support innovation.</li><li>Serve as a hands-on leader—able to dive into technical details while keeping the big picture in focus.</li><li>Communicate with senior stakeholders and executive leadership on fund performance and accounting insights.</li></ul><p><br></p><p> </p>
  • 2025-07-08T15:18:45Z
Venture Capital, Controller & Valuation
  • San Francisco, CA
  • onsite
  • Permanent
  • 200000.00 - 250000.00 USD / Yearly
  • <p>Please apply here & ping me on LinkedIn for most immediate consideration - Jeffrey Abrams</p><p><br></p><p>Our client is a dynamic, global asset manager with a focus on B2B software companies. With ~$1B in AUM and additional raises on the horizon, the firm is poised to capitalize on the growing fintech landscape in the US and x-border (working hours are normal US hours). They are passionate about partnering with their entrepreneurs and cultivating differentiated products with a global mindset. </p><p><br></p><p>Key Responsibilities:</p><ul><li>Analyze financial and operational data from portfolio companies to support investment decisions and ongoing valuation processes.</li><li>Create dashboards and reports to monitor key performance indicators and deliver actionable insights to internal stakeholders.</li><li>Conduct ad-hoc financial analyses and communicate findings to investment, operations, and leadership teams.</li><li>Coordinate with third-party service providers on fund operations, including capital activity, fund administration, and periodic investor reporting.</li><li>Maintain cash flow forecasts, manage capital planning, and organize investment-related documentation.</li><li>Support audit, tax, and regulatory compliance processes in collaboration with internal teams and external advisors.</li><li>Assist with investor relations, including the preparation of fundraising materials and responses to due diligence requests.</li><li>Monitor overall fund performance and expenses, ensure data accuracy, and contribute to the improvement of internal processes and controls.</li></ul>
  • 2025-06-17T20:04:42Z
Assistant Controller
  • San Francisco/bay Area, CA
  • onsite
  • Permanent
  • 155000.00 - 175000.00 USD / Yearly
  • <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>
  • 2025-07-01T15:38:53Z
Controller
  • Stockton, CA
  • onsite
  • Permanent
  • 100000.00 - 150000.00 USD / Yearly
  • <p>Jackie Meza with Robert Half is looking for a Controller. The Controller will be responsible for managing and performing various accounting functions for multiple client accounts, ensuring accuracy and compliance with accounting principles and regulations. This role is essential in maintaining accurate financial records, analyzing financial data, and guiding junior accounting staff. Contact Jackie Meza at 209.227.6563 for consideration on this role. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage accounting functions for multiple client accounts to ensure accuracy and compliance with accounting principles and regulations.</p><p>• Record and reconcile financial transactions, including bank accounts, accounts payable, accounts receivable, and general ledger entries.</p><p>• Execute month-end and year-end closing procedures, producing accurate financial statements and reports.</p><p>• Collaborate with clients to gather necessary financial information and provide expert guidance on accounting practices and financial best practices.</p><p>• Manage payroll processing, tax filings, and compliance to ensure timely and accurate execution.</p><p>• Analyze financial data, identifying trends, discrepancies, and opportunities for improvement, and present findings to management and clients.</p><p>• Assist in budgeting, forecasting, and financial planning processes to support clients' strategic decision-making.</p><p>• Stay abreast with accounting and industry regulations, and software to enhance efficiency and effectiveness.</p><p>• Mentor and guide junior accounting staff, providing training and support to foster professional growth.</p><p>• Utilize GAAP Accounting knowledge and QuickBooks software to manage and analyze financial data effectively.</p>
  • 2025-06-26T18:54:16Z
Senior Accounting Manager, Hedge Funds
  • San Francisco, CA
  • onsite
  • Permanent
  • 200000.00 - 250000.00 USD / Yearly
  • <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>
  • 2025-06-16T21:48:45Z
Accounting Manager
  • Menlo Park, CA
  • onsite
  • Permanent
  • 125000.00 - 140000.00 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ACCOUNTING MANAGER OR CONTROLLER </strong></p><p><br></p><p>Growing real estate company (recently doubled in size) is adding a new Accounting Manager/Controller to join their expanding team. This position will manage a team in their property accounting department.</p><p>Responsibilities:</p><p>-Review reconciliation of all balance sheet accounts and applicable schedules to ensure accurate reporting.</p><p>-Supervise the month-end close process, bank reconciliations, A/R and A/P review and preparation of financial packets.</p><p>-Experience with general ledger and journal entries</p><p>-Prepare and review monthly and quarterly financial statements.</p><p>-Prepare owner distributions (monthly, semi- monthly, quarterly and annually; mortgage payments).</p><p>-Oversee Capex lender reserve draws.</p><p>-File and pay all Personal Property taxes and franchise tax</p><p>-Review & approve Accounts Payable weekly processing</p><p>-Manage and mentor staff</p><p><br></p><p><br></p><p> </p><p> </p><p> </p><p> </p>
  • 2025-06-24T18:34:39Z
Accounting Manager
  • San Francisco, CA
  • remote
  • Temporary
  • 60.00 - 65.00 USD / Hourly
  • We are looking for an experienced and detail-oriented Accounting Manager to join our team on a contract basis in San Francisco, California. In this role, you will oversee critical accounting functions, including insurance claims processing and financial reconciliations, while ensuring compliance and accuracy. This position offers the opportunity to contribute to a dynamic, fast-paced environment within the high-tech electronics industry.<br><br>Responsibilities:<br>• Manage financial processes related to insurance claims, ensuring compliance with regulations and maintaining accurate documentation.<br>• Process and record cash transactions through coding and journal entries, supporting robust accounting practices.<br>• Perform bank reconciliations regularly, identifying and resolving discrepancies to align company records with bank statements.<br>• Handle a high volume of claim cases monthly, maintaining precision and adherence to deadlines.<br>• Collaborate with senior leadership and the Controller to provide updates on financial activities and outcomes.<br>• Ensure the accuracy and efficiency of month-end close procedures, including the preparation of general ledger entries.<br>• Prepare financial statement audits by organizing and verifying relevant documentation.<br>• Enhance financial controls and processes to improve operational efficiency.<br>• Conduct account reconciliations to maintain the integrity of financial records.
  • 2025-07-14T21:13:48Z
Sr. Fund Accounting Manager
  • Menlo Park, CA
  • remote
  • Permanent
  • 175000.00 - 200000.00 USD / Yearly
  • <p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>An established and rapidly growing investment firm is seeking a <strong>Senior Fund Accounting Manager</strong> or <strong>Assistant Controller</strong> to join its finance team. The firm manages <strong>multi-billion-dollar assets</strong> across a diverse portfolio of private investments and is in the process of raising its next major fund. This is a rare opportunity to join a high-performing team with deep exposure to the full fund lifecycle and long-term growth potential.</p><p><br></p><p><strong>Why This Role</strong></p><ul><li>Join a <strong>collaborative and experienced finance team</strong> at a well-respected investment firm</li><li>Work across all phases of the <strong>fund lifecycle</strong>, from capital calls to financial reporting</li><li>Partner closely with internal stakeholders and external service providers</li><li>Benefit from a <strong>stable environment</strong> with strong leadership and a track record of success</li><li>Enjoy a culture that values <strong>teamwork, transparency, and development</strong></li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Maintain fund and general partner ledgers, including investment activity, accruals, and intercompany transactions</li><li>Prepare quarterly and annual financial statements for multiple funds</li><li>Oversee cash positions and manage capital calls and distributions</li><li>Coordinate with fund administrators, auditors, and tax advisors to ensure timely, accurate reporting</li><li>Review financial reports, capital account statements, and other fund documentation</li><li>Support investor communications by responding to limited partner inquiries in collaboration with Investor Relations</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li><strong>Competitive base salary</strong> with annual <strong>performance-based bonus</strong></li><li><strong>Comprehensive health coverage</strong>: medical, dental, vision, and life insurance</li><li><strong>401(k) with firm contribution</strong></li><li><strong>Office perks</strong> including free lunches and stocked kitchen</li><li><strong>Flexible hybrid schedule</strong> to support work-life balance</li></ul>
  • 2025-07-03T18:14:41Z
Accounting Manager
  • Menlo Park, CA
  • remote
  • Permanent
  • 175000.00 - 200000.00 USD / Yearly
  • <p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>A leading venture capital firm is seeking a <strong>Senior Fund Accounting Manager or Assistant Controller</strong> to join its finance team in Menlo Park. This is an exciting opportunity to work with one of Silicon Valley’s top VC firms, managing over $7B in assets across 1,200+ investments and 130+ exits. The firm is currently raising its next multi-billion-dollar fund and is known for backing transformational companies.</p><p><br></p><p><strong>Role Highlights:</strong></p><ul><li>Join a high-performing, collaborative finance team focused on innovation and growth</li><li>Gain full exposure to the VC fund lifecycle</li><li>Work closely with fund administrators and internal teams</li><li>Strong team culture with an emphasis on shared success and development</li><li>Excellent stability, benefits, and opportunity for long-term growth</li></ul><p><strong>Responsibilities:</strong></p><ul><li>Maintain fund and GP general ledgers, including accruals, intercompany payables/receivables, and investment activity</li><li>Prepare quarterly and annual financial statements</li><li>Collaborate with auditors and tax advisors to ensure timely, accurate filings</li><li>Oversee fund cash positions; manage and record capital calls and distributions</li><li>Review reporting packages prepared by fund administrators, including LP statements, financials, and capital activity</li><li>Partner with Investor Relations to handle limited partner inquiries</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive base salary + annual bonus</li><li>Fully paid medical, dental, vision, and life insurance</li><li>401(k) plan with profit sharing</li><li>Free lunches and a fully stocked kitchen on office days</li><li>Hybrid schedule promoting flexibility and work-life balance</li></ul>
  • 2025-07-01T23:58:44Z
Accounting Manager
  • San Ramon, CA
  • remote
  • Temporary
  • 75.00 - 80.00 USD / Hourly
  • <p>Our professional services client in San Ramon is seeking an interim Sr. Accounting Manager for a 4+ month engagement. The primary responsibilities will be to guide a 3-person team through month-end close. Our Director of Accounting will also help finalize the audit and the corporate tax return. This role is 100% remote and expected to pay between $75-$80/hr. DOE and location. Some of the key functions of this coverage position include, but are not limited to:</p><p>•    Facilitate month-end close transactions in Workday, including the review of various journal entries and account reconciliations</p><p>•    Manage / oversee monthly customer invoicing process</p><p>•    Review monthly and quarterly flux analyses</p><p>•    Analyze revenue, expense trends, and investigate variances, partnering with FP& A</p><p>•    Review revenue and expenses by cost center and line of business for completeness and accuracy</p><p>•    Facilitate our fiscal year-end audit; coordinate with audit team to answer questions, provide documentation, and meet to discuss certain topics, partnering with internal personnel</p><p>•    Prepare periodic sales tax, use tax and property tax filings</p><p>•    Facilitate the preparation of our annual corporate tax return by partnering with our third-party tax firm and internal resources</p><p>•    Provide support and guidance to accounting team (three direct reports)</p><p>•    Review and approve supplier invoices for accuracy and compliance</p><p>•    Review and approve weekly settlement runs for both employee expenses and supplier invoice payments</p><p>•    Review monthly deferred revenue balance and review percentage of completion revenue recognition on fixed fee/milestone-based contracts</p><p>•    Review revenue write-offs and analyze the need for revenue reserve entries</p><p>•    Partner cross-functionally with Finance, Sales, Delivery, and Project Managers on various topics that have accounting implications (i.e., contract review, change orders, etc.).</p><p>•    Must be confident in public speaking and a clear communicator</p><p>•    Maintain corporate tax reporting matrix and keep up to date on required tax payments</p><p>•   Continuously evaluate existing processes and identify opportunities for streamlining and automation to enhance efficiency and accuracy</p><p>•   Implement improvements to optimize workflow and enhance the overall effectiveness of financial operations</p><p>•   Ad hoc reporting and accounting support as needed</p>
  • 2025-07-07T19:05:01Z
VP/Director of Finance
  • San Leandro, CA
  • onsite
  • Temporary
  • 70.00 - 85.00 USD / Hourly
  • <p>Are you an experienced finance leader with a strong background in accounting and financial operational excellence? Our client is seeking an <strong>Interim Director of Finance</strong> for a <strong>3+ month engagement</strong>. This role requires a hands-on professional with the ability to guide financial and operational decisions while ensuring the company’s financial health and compliance. This role is onsite in San Leandro and is expected to pay between $70-$85/hr. DOE.</p><p><br></p><p><strong>Primary Duties</strong></p><ul><li>Deliver financial updates by evaluating, analyzing, and reporting key data points to operational managers.</li><li>Develop, implement, and maintain strong financial controls and guidelines.</li><li>Achieve budgeting goals through proper analysis, scheduling, and corrective actions.</li><li>Innovate processes to maximize payroll efficiency.</li><li>Assist in developing and supporting short- and long-term operational strategies.</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Ensure timely, accurate, and useful financial information across annual, bi-weekly, monthly, and daily reporting cycles.</li><li>Conduct financial analyses related to product costing and pricing strategies.</li><li>Collaborate with the ownership team to establish financial and operational benchmarks, budgets, and reporting standards (biweekly, monthly, and annual).</li><li>Strengthen internal controls to safeguard company assets, policies, procedures, and workflows.</li><li>Provide oversight to human resources and IT while focusing on efficiency and service in these departments.</li><li>Lead the accounting team with dynamic leadership that fosters trust and productivity.</li><li>Improve financial and cash flow models throughout the organization.</li><li>Supervise accounts receivable and accounts payable processes.</li><li>Manage and deliver financial reports to external stakeholders (e.g., banks) on a monthly and quarterly basis.</li><li>Act as the primary interface with external CPAs for reviewed financial statements and tax filings.</li><li>Promote continuous improvement within the company, emphasizing financial analysis initially.</li></ul>
  • 2025-06-27T17:44:48Z
Tax Manager - Public
  • San Francisco, CA
  • onsite
  • Permanent
  • 18000.00 - 200000.00 USD / Yearly
  • <p><strong>Now Hiring: CPA Tax Manager – San Francisco</strong></p><p>A growing firm is seeking a skilled CPA Tax Manager to lead the preparation and filing of individual, corporate, and partnership tax returns. You’ll develop tax strategies to minimize liabilities, stay up to date on tax laws, and mentor junior staff while providing expert guidance to clients.</p>
  • 2025-07-02T17:24:09Z
Tax Manager - Public
  • San Jose, CA
  • onsite
  • Permanent
  • 120000.00 - 150000.00 USD / Yearly
  • We are offering an exciting opportunity for a Tax Manager - Public in San Jose, California. This role operates within the industry, executing tasks related to tax management in a public accounting environment. <br><br>Responsibilities:<br>• Oversee the preparation and review of corporate, partnership, LLC, trust, and HNW individual tax returns.<br>• Provide leadership and manage a team, ensuring efficient operations.<br>• Work closely with clients to address and resolve their inquiries and issues related to tax.<br>• Maintain CPA status in good standing and stay updated with the latest industry trends and regulations.<br>• Handle the preparation and review of audited financial statements.<br>• Manage annual income tax provision activities.<br>• Implement strategies to optimize tax processes and ensure compliance with laws and regulations.<br>• Maintain a flexible work schedule, particularly during the busy season.<br>• Foster a positive and collaborative work environment, promoting teamwork.<br>• Ensure the accuracy and integrity of all tax data and records.
  • 2025-06-24T18:34:39Z
Tax Manager
  • Foster City, CA
  • onsite
  • Temporary
  • 55.00 - 65.00 USD / Hourly
  • <p>We are looking for a skilled Tax Manager to join our team on a consulting basis in Foster City, California. This position involves overseeing the preparation and review of complex tax returns for various entities, ensuring accuracy and compliance with tax regulations. The ideal candidate will bring expertise in corporate, partnership, and fiduciary tax returns, along with strong organizational and communication skills. This role is onsite 5 days/week. There is a path to partnership at the firm. Pay is up to $65/hr. Ideally you are an active California CPA. Start date is 8/15/2025. Please apply today!</p><p><br></p><p>Responsibilities:</p><p>• Perform detailed reviews of tax returns prepared by associates, ensuring accuracy and completeness.</p><p>• Organize and maintain comprehensive tax return work papers for efficient processing.</p><p>• Verify that all relevant tax data has been accurately entered into the system.</p><p>• Manage a portfolio of assigned clients, addressing their tax-related needs and inquiries.</p><p>• Prepare tax returns during periods of high demand or backlog.</p><p>• Route client tax returns through the review process, ensuring timely partner approval and sign-off.</p><p>• Collaborate with team members to address complex tax issues and provide solutions.</p><p>• Utilize Lacerte Tax Software for efficient tax preparation and review.</p><p>• Maintain up-to-date knowledge of federal, state, and multi-state tax regulations.</p><p>• Ensure compliance with all relevant tax laws and guidelines for diverse types of returns.</p>
  • 2025-07-11T04:44:10Z
Tax Manager - Public
  • San Francisco, CA
  • onsite
  • Permanent
  • 150000.00 - 160000.00 USD / Yearly
  • <p><strong>Now Hiring: CPA Tax Manager – San Francisco</strong></p><p>A growing firm is seeking a skilled CPA Tax Manager to lead the preparation and filing of individual, corporate, and partnership tax returns. You’ll develop tax strategies to minimize liabilities, stay up to date on tax laws, and mentor junior staff while providing expert guidance to clients.</p>
  • 2025-07-02T17:29:11Z
Tax Director/Manager - Corporate
  • Santa Clara, CA
  • onsite
  • Permanent
  • 180000.00 - 220000.00 USD / Yearly
  • We are offering an exciting opportunity for a Tax Director/Manager - Corporate in Santa Clara, California. Our focus is on the corporate tax industry, where you will have the chance to utilize your skills and contribute to our team. The role encompasses a variety of tasks related to tax provision and compliance, with a strong reliance on your abilities in Adobe Acrobat, ATX Tax Software, CCH ProSystem Fx, CCH Sales Tax, and Compliance software. <br><br>Responsibilities:<br><br>• Accurately processing tax provisions<br>• Overseeing corporate tax operations for 5-7+ years<br>• Utilizing Adobe Acrobat, ATX Tax Software, CCH ProSystem Fx, and CCH Sales Tax in daily tasks<br>• Ensuring compliance with tax regulations using Compliance software<br>• Maintaining documentation for auditing purposes<br>• Balancing tasks between Big 4 Public / Private mix operations<br>• Implementing SAP in managing and organizing tax-related activities<br>• Performing various accounting functions to support the corporate tax department<br>• Managing the annual income tax provision process<br>• Addressing and resolving any tax-related issues as they arise
  • 2025-06-16T21:29:14Z
Accounting Manager for Family Officer
  • San Francisco, CA
  • remote
  • Permanent
  • 120000.00 - 150000.00 USD / Yearly
  • <p>Excited about the role? Apply here and please reach out to <strong><u>Jennifer Fukumae</u></strong> on LinkedIn for quicker consideration.</p><p> </p><p><strong>Job Title: Family Office Accounting Manager </strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $120 - 150k + Bonus</strong></p><p> </p><p><strong><u>Jennifer Fukumae</u></strong> with Robert Half is partnering with a highly respected, San Francisco-based multi-family office that delivers personalized financial services to ultra-high-net-worth families<strong>.</strong> With offerings spanning investment management, estate and retirement planning, lending strategies, and tailored family office solutions, this firm is known for its thoughtful, client-first approach and long-standing relationships.</p><p>The firm cultivates a team culture that values collaboration, innovation, and a shared commitment to client excellence. Continuous improvement, professional development, and a technology-forward mindset are core to how they serve their clients.</p><p> </p><p><strong>About the Opportunity:</strong></p><p>We are seeking an experienced and detail-driven <strong>Relationship Manager</strong> to join the Family Office Services team. This role sits at the intersection of client service and operational execution, managing financial workflows and serving as a trusted point of contact for a small group of high-net-worth families.</p><p>You’ll take the lead on core responsibilities such as <strong>bill pay, cash flow tracking, budgeting, and consolidated reporting</strong>, while coordinating with both internal teams and external advisors. This is a great opportunity for someone who enjoys working behind the scenes to deliver exceptional, tailored financial support with precision and care.</p><p> </p><p><strong>Core Responsibilities:</strong></p><ul><li>Serve as the <strong>primary contact for clients</strong>, managing day-to-day financial operations and requests</li><li>Build and track <strong>annual budgets, spending, and cash flow</strong> reporting for client entities and households</li><li>Partner with the <strong>bookkeeping team</strong> to ensure timely and accurate financial records across trusts, partnerships, and LLCs</li><li>Generate and deliver <strong>monthly/quarterly financial reports</strong>, customized to client preferences</li><li>Oversee <strong>bill pay, invoicing, and receivables management</strong>, ensuring accuracy across multiple accounts and structures</li><li>Identify and coordinate <strong>banking, credit, and lending solutions</strong> that align with client objectives</li><li>Collaborate with internal investment, tax, and estate planning teams to support ongoing client strategies</li><li>Contribute to process improvement initiatives and take part in <strong>special projects</strong> related to Family Office operations and efficiency</li></ul><p> </p>
  • 2025-07-16T00:36:50Z
Tax Manager - Public
  • San Rafael, CA
  • onsite
  • Permanent
  • 150000.00 - 190000.00 USD / Yearly
  • <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>
  • 2025-06-13T15:38:58Z
Accounting Manager/Supervisor
  • Napa, CA
  • onsite
  • Permanent
  • 100000.00 - 130000.00 USD / Yearly
  • <p>We are looking for a meticulous Accounting Manager/Supervisor to lead our accounting team in Solano County, California. In this role, you will oversee critical financial operations, ensure compliance with regulations, and drive process improvements to optimize workflows. This position offers an excellent opportunity for individuals with strong leadership skills and auditing expertise to advance their careers in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage daily accounting operations, including financial reporting, budgeting, and forecasting.</p><p>• Ensure compliance with internal controls and regulatory standards while mitigating financial risks.</p><p>• Lead the accounting team by mentoring staff, conducting training sessions, and fostering skill development.</p><p>• Oversee month-end and year-end closing processes to ensure accuracy and timeliness.</p><p>• Collaborate with external auditors, vendors, and stakeholders to maintain smooth operational relationships.</p><p>• Leverage auditing experience to manage internal and external audit requirements effectively.</p><p>• Identify inefficiencies and implement process improvements to enhance accounting workflows.</p><p>• Participate in department-specific projects such as system upgrades, documentation, and financial integrations.</p>
  • 2025-06-13T15:38:58Z
Accounting Manager
  • Stockton, CA
  • onsite
  • Permanent
  • 85000.00 - 105000.00 USD / Yearly
  • <p>Jackie Meza 209.227.6563 with Robert Half is looking for a skilled Accounting Manager to lead financial operations and ensure accurate reporting within our organization. This role requires a hands-on approach to managing accounting functions, overseeing compliance, and optimizing financial systems. Based in Stockton, California, this position offers an excellent opportunity to contribute to a dynamic and growing team.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and guide the daily operations of accounting functions, including accounts payable, accounts receivable, and billing.</p><p>• Ensure compliance with financial regulations and maintain accurate records for audits and reporting.</p><p>• Oversee the use and optimization of accounting software systems, including ERP platforms like Yardi.</p><p>• Manage full-cycle accounting processes to ensure timely and accurate financial reporting.</p><p>• Conduct regular audits to assess financial accuracy and compliance.</p><p>• Collaborate with stakeholders to streamline accounting workflows and enhance efficiency.</p><p>• Prepare and present financial reports to management, highlighting key metrics and insights.</p><p>• Implement and monitor internal controls to safeguard company assets and ensure reliable financial data.</p><p>• Provide training and support to team members on accounting systems and procedures.</p><p>• Coordinate with external auditors and regulatory bodies as needed.</p>
  • 2025-06-19T16:39:15Z
Senior SEC Manager
  • Emeryville, CA
  • onsite
  • Permanent
  • 170000.00 - 195000.00 USD / Yearly
  • <p>We are in the process of recruiting a Senior SEC Manager to become part of our team based in Emeryville, California. The role involves ensuring compliance with the Securities and Exchange Commission regulations, overseeing acquisitions, and managing annual financial reporting.</p><p><br></p><p><strong>SEC Financial Reporting</strong></p><ul><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul><p><strong>Technical Accounting</strong></p><ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul><p><strong>Equity & Complex Financial Reporting</strong></p><ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul><p><strong>Other Responsibilities</strong></p><ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul><p>Technical Accounting</p><ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul><p>Equity & Complex Financial Reporting</p><ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul><p>Other Responsibilities</p><ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li></ul>
  • 2025-06-27T15:49:10Z
tax manager
  • Menlo Park, CA
  • remote
  • Permanent
  • 120000.00 - 165000.00 USD / Yearly
  • <p>We are seeking an experienced Tax Manager to join a growing Family Office Services organization. </p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables within Family Office Services (FOS) through assignment of returns and related filings (extensions, etc)</p><p>-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise</p><p>-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)</p><p>-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues</p><p><br></p><p>Requirements:</p><p>-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred </p><p>-Experience with high net worth individual tax, partnership, trust, estate tax</p><p>-Strong supervisor experience (will manage 3 staff)</p><p>-Excellent communication and client relationship skills</p>
  • 2025-06-18T23:04:35Z
Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 110000.00 USD / Yearly
  • <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>
  • 2025-06-26T20:34:05Z
Family Office Accounting Manager
  • San Francisco, CA
  • remote
  • Permanent
  • 120000.00 - 150000.00 USD / Yearly
  • <p>Excited about the role? Apply here and please reach out to <strong><u>Jennifer Fukumae</u></strong> on LinkedIn for quicker consideration.</p><p> </p><p><strong>Job Title: Family Office Accounting Manager </strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $120 - 150k + Bonus</strong></p><p> </p><p><strong>J</strong>ennifer Fukumae with Robert Half is partnering with a highly respected, San Francisco-based multi-family office that delivers personalized financial services to ultra-high-net-worth families<strong>.</strong> With offerings spanning investment management, estate and retirement planning, lending strategies, and tailored family office solutions, this firm is known for its thoughtful, client-first approach and long-standing relationships.</p><p>The firm cultivates a team culture that values collaboration, innovation, and a shared commitment to client excellence. Continuous improvement, professional development, and a technology-forward mindset are core to how they serve their clients.</p><p> </p><p><strong>About the Opportunity:</strong></p><p>We are seeking an experienced and detail-driven <strong>Relationship Manager</strong> to join the Family Office Services team. This role sits at the intersection of client service and operational execution, managing financial workflows and serving as a trusted point of contact for a small group of high-net-worth families.</p><p>You’ll take the lead on core responsibilities such as <strong>bill pay, cash flow tracking, budgeting, and consolidated reporting</strong>, while coordinating with both internal teams and external advisors. This is a great opportunity for someone who enjoys working behind the scenes to deliver exceptional, tailored financial support with precision and care.</p><p> </p><p><strong>Core Responsibilities:</strong></p><ul><li>Serve as the <strong>primary contact for clients</strong>, managing day-to-day financial operations and requests</li><li>Build and track <strong>annual budgets, spending, and cash flow</strong> reporting for client entities and households</li><li>Partner with the <strong>bookkeeping team</strong> to ensure timely and accurate financial records across trusts, partnerships, and LLCs</li><li>Generate and deliver <strong>monthly/quarterly financial reports</strong>, customized to client preferences</li><li>Oversee <strong>bill pay, invoicing, and receivables management</strong>, ensuring accuracy across multiple accounts and structures</li><li>Identify and coordinate <strong>banking, credit, and lending solutions</strong> that align with client objectives</li><li>Collaborate with internal investment, tax, and estate planning teams to support ongoing client strategies</li><li>Contribute to process improvement initiatives and take part in <strong>special projects</strong> related to Family Office operations and efficiency</li></ul><p><br></p>
  • 2025-07-03T20:28:53Z
Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent
  • 120000.00 - 130000.00 USD / Yearly
  • <p>We are looking for a detail-oriented Accounting Manager to oversee and enhance financial operations within our organization. Based in San Francisco, California, this role is ideal for someone with a strong background in accounting systems and processes who thrives in a dynamic environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Support external fund administrators with general ledger management, fund accounting, investor allocations, and capital activity (calls/distributions).</li><li>Oversee financial reporting and accounting for a real estate private equity fund in accordance with GAAP and investor standards.</li><li>Manage month-end and quarter-end close for portfolio companies, including reconciliations and loan accounting.</li><li>Prepare and review financial statements such as balance sheets, income statements, and cash flow reports for stakeholders.</li><li>Coordinate with auditors and tax advisors to ensure timely audits, K-1 issuance, and tax filings.</li><li>Monitor fund performance, asset valuations, and cash flows to guide investment strategy.</li><li>Work closely with acquisitions and asset management teams to track investments, capital spending, and financing.</li><li>Ensure compliance with fund agreements, regulatory requirements, and investor reporting obligations.</li><li>Improve internal controls, accounting policies, and financial reporting systems to enhance efficiency.</li></ul>
  • 2025-06-20T15:48:55Z
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