53 results for Tax Manager Grow Innovative Wealth Management Firm in Walnut Creek, CA

Tax Associate - Wealth Management Firm

San Francisco, CA
onsite
Permanent
75000 - 100000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Tax Associate | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a fast-growing wealth management firm launching a new Tax and Estate Planning team. This is a high-visibility, entry-level role supporting high-net-worth clients and working directly with senior professionals. Clear path for growth, strong mentorship, competitive pay, full benefits, 401(k) match, generous PTO, and a December holiday shutdown. Responsibilities<ul><li>Support tax and estate planning projects, including data gathering and projections</li><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and coordinate team workflows</li><li>Manage key administrative tasks and keep deliverables on track</li><li>Conduct research and provide analytical support across the department</li><li>Serve as an initial point of contact for select requests</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Tax Manager

San Rafael, CA
onsite
Permanent
150000 - 175000 USD / Yearly
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction. Responsibilities: • Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns. • Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients. • Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices. • Maintain and strengthen client relationships through effective communication and exceptional customer service. • Coordinate and manage multiple complex projects while adhering to deadlines and quality standards. • Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies. • Collaborate with partners and team members to develop strategies for client accounts and firm growth. • Promote a culture of teamwork and integrity within the organization. • Identify opportunities for efficiency improvements and implement solutions to enhance operations. • Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
2026-02-13T00:00:00Z

tax manager

Menlo Park, CA
onsite
Permanent
120000 - 165000 USD / Yearly
Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!Responsibilities:-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues Requirements:-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred -Experience with high net worth individual tax, partnership, trust, estate tax-Strong supervisor experience (will manage 3 staff)-Excellent communication and client relationship skills
2026-03-11T00:00:00Z

Financial Planner - Wealth Management Firm

San Francisco, CA
onsite
Permanent
90000 - 140000 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at a growing RIA. This is a full-time permanent role based in Marin County with a Hybrid schedule. 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>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2026-02-28T00:00:00Z

Financial Planner - Wealth Management Firm

Alamo, CA
onsite
Permanent
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week 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.
2026-02-28T00:00:00Z

Accounting Manager at Innovative Real Estate Development

Berkeley, CA
onsite
Permanent
120000 - 170000 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for an Accounting Manager at a Well-Established Real Estate firm. This is a full-time permanent role based in Berkeley with a Hybrid schedule. This is your chance to step into a high-impact role at a company known for turning complex sites into vibrant, mixed-use communities. Every project is different, offering variety, visibility, and the opportunity to shape real change. You’ll own the numbers on major developments, work alongside sharp, collaborative teams, and play a key role in driving process improvements. If you're looking for stability, and the chance to grow with a team that truly values your ideas, this is it. Responsibilities<ul><li>Manage job cost accounting and enforce budget controls</li><li>Lead monthly cost meetings and support project cash flow planning</li><li>Collaborate with project teams to forecast funding needs and manage closeouts</li><li>Review contracts and ensure compliance with internal policies</li><li>Drive process improvements and improve reporting tools</li><li>Prepare audit materials and support annual budgets and forecasts</li><li>Handle vendor setup, accruals, and cost reallocations</li></ul> *Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2026-02-27T00:00:00Z

Senior Financial Planner - Wealth Management Firm

San Francisco, CA
onsite
Permanent
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Financial Planner| Wealth Management Firm| Berkeley| Hybrid; 3 days Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO. Responsibilities<ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Tax Manager - Public

San Rafael, CA
onsite
Permanent
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.
2026-02-13T00:00:00Z

Tax Manager - Public

San Francisco, CA
onsite
Permanent
120000 - 200000 USD / Yearly
Natalie Lue at Robert Half is partnering with a fast‑growing tech startup is looking for a Tax Manager to be the in‑house expert on complex individual taxation and help drive product development—especially around CCH Axcess. Base + equity, unlimited PTO and more! What You’ll Do:• Prepare/review complex 1040s• Manage HNW, multi‑state, and foreign reporting (FBAR, FATCA, etc.)• Serve as the internal CCH Axcess expert• Work cross‑functionally with product + engineering• Improve processes and maintain technical excellence What We’re Looking For:• Heavy 1040 + HNW experience• Deep, hands‑on CCH Axcess expertise (non‑negotiable)• Multi‑state + foreign reporting• Comfortable operating independently• Willing to work onsite in San Francisco
2026-03-11T00:00:00Z

Tax Accountant

Belmont, CA
onsite
Permanent
140000 - 160000 USD / Yearly
We are seeking an experienced Tax Accountant. This role involves a variety of tax responsibilities, including preparation and review of tax filings, ensuring compliance with state and local regulations, and contributing to the organization through special projects. The ideal candidate will bring strong expertise in tax accounting and demonstrate a commitment to accuracy and collaboration. Key Responsibilities:<ul><li>Prepare and review federal and state income tax returns for partnerships, LLCs, S corporations, and individual taxpayers.</li><li>Maintain organized and detailed tax workpapers and digital tax return files.</li><li>Reconcile partner capital accounts and oversee preferred return schedules.</li><li>Perform complex account reconciliations and process journal entries for tax-related functions.</li><li>Analyze partnership and operating agreements to ensure correct application of relevant tax provisions.</li><li>Research and resolve tax issues, implementing practical solutions as needed.</li><li>Monitor compliance with sales and use tax regulations, Form 1099 reporting, and other business tax filings.</li><li>Liaise with external service providers to address tax-related matters.</li><li>Respond to federal and state tax notices through correspondence with tax authorities.</li><li>Collaborate with accounting and property management teams on special projects.</li></ul>
2026-02-23T00:00:00Z

Finance Manager at Prospering Venture Capital Firm

Menlo Park, CA
onsite
Permanent
140000 - 190000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Finance Manager | Venture Capital Fund | Menlo Park | Hybrid | Base + Bonus + Top Perks Our client is a top-tier venture capital firm behind some of the most influential technology investments in the market. With billions in assets under management and a rapidly growing portfolio, the firm is entering an exciting new phase of growth. Join a high-caliber team and gain hands-on exposure to the full venture fund lifecycle. You’ll work closely with experienced leaders in a collaborative, stable environment that prioritizes mentorship and long-term development. Benefits include fully paid healthcare, profit-sharing 401(k), free lunches, and a strong team culture. Responsibilities<ul><li>Manage fund and GP ledgers, including investment activity and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support deal execution and transaction documentation</li><li>Assist with audit and tax processes with external providers</li><li>Monitor fund cash and process capital calls and distributions</li><li>Review fund administrator reporting</li><li>Partner with Investor Relations on LP requests</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-08T00:00:00Z

Accounting Manager – Management Company for Venture Capital

Menlo Park, CA
onsite
Permanent
150000 - 190000 USD / Yearly
Are you looking to join a top-tier Venture Capital Firm? Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a well-established venture investment firm in the Bay Area that is seeking an Accounting Manager to support the management company of a multi-fund investment platform.This role will oversee key accounting operations, including financial reporting, month-end close, and oversight of outsourced accounting providers. The position offers strong visibility to finance leadership and the opportunity to work in a collaborative, high-performing environment within the investment management industry. Responsibilities<ul><li>Manage the general ledger and oversee the monthly, quarterly, and annual close process</li><li>Prepare and review journal entries, account reconciliations, and supporting schedules</li><li>Ensure proper expense allocations across entities, funds, and cost centers</li><li>Oversee outsourced accounting and accounts payable processes</li><li>Review invoices, coding, and payment batches for accuracy and compliance</li><li>Prepare financial statements and management reporting packages</li><li>Assist with budgeting, forecasting, and expense analysis</li><li>Maintain and improve accounting policies, procedures, and internal controls</li><li>Partner with finance leadership on process improvements and special projects</li></ul>
2026-03-09T00:00:00Z

Associate Advisor at Thriving Wealth Management Firm

San Ramon, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | Danville| Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z

Operations Manager at Wealth Management Firm

Alamo, CA
onsite
Permanent
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite Our client is a fast-growing wealth management firm known for its collaborative culture and commitment to developing its people. They are seeking an experienced operations leader to help scale the firm’s infrastructure while supporting advisors and delivering an exceptional client experience.This is a highly visible role where you’ll oversee daily operations, lead a team, and drive process and technology improvements as the firm continues to grow. The firm offers generous PTO, fully paid employee health benefits, and a culture that values balance and long-term career growth. Responsibilities<ul><li>Lead day-to-day operations supporting advisors and client service teams</li><li>Improve and scale operational processes across onboarding, reporting, and client service</li><li>Manage client onboarding, account administration, and custodial paperwork</li><li>Ensure operational compliance and regulatory alignment</li><li>Train and mentor a team of operations professionals</li><li>Oversee CRM, portfolio reporting, and workflow systems</li><li>Partner with leadership to implement automation and technology improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-08T00:00:00Z

Fund Accountant - Top Private Equity Firm

San Francisco, CA
onsite
Permanent
90000 - 135000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Private Equity Firm | Fund Accountant | San Francisco Bay Area | HybridComp: Base + Bonus + Profit Sharing + Equity + 100% Paid Benefits This role has competitive compensation including bonuses and equity. Benefit from abundant career growth opportunities, comprehensive benefits for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success. Some Responsibilities:<ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Senior Director of Tax

Oakland, CA
onsite
Permanent
250000 - 285000 USD / Yearly
We are looking for an experienced Senior Director of Tax to oversee and manage all aspects of corporate tax compliance and planning for our retail organization. This role requires a strategic leader who can ensure adherence to tax regulations while optimizing processes to meet organizational goals. Based in Oakland, California, you will play a key role in shaping the company's tax strategies and ensuring timely and accurate compliance. Responsibilities:• Lead federal, state, income, and sales tax compliance, including estimates, filings, K-1/K-3s, sales tax returns, audits, and payments. • Model waterfall distributions and calculate owner tax distributions. • Oversee gross receipts and unclaimed property filings. • Serve as primary tax advisor for operational initiatives and bank audits. • Manage tax department budget, costs, vendors, and external advisors. • Establish compliant, well-documented tax processes and audit readiness. • Mentor tax managers and support team development. • Partner with accounting, finance/treasury, and legal teams on tax reporting, cash forecasting, and documentation.
2026-03-13T00:00:00Z

Accounting Manager, Management Company - Venture Capital

Menlo Park, CA
onsite
Permanent
150000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Accounting Manager, Management Company | Reputable Venture Capital Firm| Menlo Park| Hybrid Join a top-tier venture capital firm known for backing bold ideas and scaling companies from launch through IPO. This is a visible leadership role within a dynamic, multi-fund platform, working closely with senior stakeholders. Compensation includes a strong base, generous bonus, phantom carry participation, 100% paid medical, dental, and vision for your family, 401(k) match, HRA, and unlimited PTO. Responsibilities<ul><li>Lead GL oversight and manage month-end, quarter-end, and year-end close for the management company</li><li>Review journal entries, reconciliations, and financial reporting packages</li><li>Oversee expense allocations across entities and funds</li><li>Maintain and strengthen accounting policies and internal controls</li><li>Manage outsourced accounting and AP providers</li><li>Support budgeting, forecasting, and variance analysis</li><li>Partner with leadership on reporting improvements and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Tax Director

San Francisco, CA
onsite
Permanent
250000 - 300000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Tax Director | San Francisco| Hybrid; 2 Days onsite Our client is a leader in aircraft leasing, financing, and asset management, serving airlines and investment partners worldwide. This role offers high visibility. You’ll join a team invested in professional development while contributing to a global organization expanding in aviation finance. Responsibilities<ul><li>Lead tax planning, structuring, and compliance for partnerships, corporations, and SPVs</li><li>Advise on acquisitions, sales, financing, and leasing transactions</li><li>Oversee multi-jurisdictional tax filings, including FATCA, FBAR, VAT/GST, and partnership returns</li><li>Manage, mentor, and develop a small tax team</li><li>Collaborate with finance, legal, and operations on tax strategy and compliance</li><li>Monitor regulatory changes and ensure timely updates to stakeholders</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-08T00:00:00Z

Fund Accounting & Valuations Manager

San Mateo, CA
onsite
Permanent
145000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accounting & Valuations Manager | Prosperous Venture Capital Firm| Menlo Park| Hybrid Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team.Comp includes a strong base and bonus, phantom carry participation, generous 401(k) match, and 100% employer-paid medical, dental, and vision for you and your dependents. Responsibilities<ul><li>Lead quarterly ASC 820 valuations of portfolio companies</li><li>Present valuation insights to auditors, committees, and partners</li><li>Support quarterly close and annual audits</li><li>Review capital call and distribution allocations</li><li>Oversee cash management and capital planning</li><li>Mentor fund accountants and support LP communications</li><li>Drive process improvements and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Finance Manager | Bay Area Venture Capital Firm

Menlo Park, CA
onsite
Permanent
140000 - 180000 USD / Yearly
Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a growing venture capital firm in the Bay Area to find a Senior Finance Associate or Finance Manager to join their finance team. This role offers hands-on experience with fund operations, investor reporting, and exposure to venture capital fund management. Key Responsibilities:<ul><li>Maintain Fund and GP general ledgers, including investment transactions and allocations to limited partners</li><li>Prepare quarterly and annual financial statements</li><li>Support transaction operations, including financial data and documentation execution</li><li>Coordinate with audit and tax service providers, research technical accounting issues, and assist in audit and tax processes</li><li>Monitor cash positions for assigned funds</li><li>Calculate, record, and process capital calls and distributions</li><li>Review reporting packages prepared by fund admin accountants</li><li>Partner with Investor Relations to respond to LP inquiries</li></ul>
2026-03-04T00:00:00Z

Financial Associate - Tax

San Francisco, CA
onsite
Permanent
120000 - 140000 USD / Yearly
*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info. Ren Friedman is recruiting for a Financial Associate at a venture capital firm in San Francisco. This is a full-time, permanent role with a hybrid schedule (1-2 days in the office). Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology. Responsibilities<ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul>*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info.
2026-03-13T00:00:00Z

Finance Manager - Private Equity Firm

San Francisco, CA
onsite
Permanent
130000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Finance Manager | Private Equity| San Francisco| Hybrid; 1-2 days a week Comp: Base + Bonus + 100% Paid Benefits Join a growing investment team focused on uncovering opportunities most investors overlook. Gain hands-on experience with unique, non-correlated strategies across a variety of alternative assets. You’ll join a collaborative team, take on meaningful responsibility from day one, and work directly with leadership across both fund and portfolio operations. The firm offers a strong compensation package, including competitive bonuses, and full benefits, along with a culture that values flexibility, ownership, and growth. Responsibilities<ul><li>Manage fund and GP ledgers, including expenses, accruals, investment entries, and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Coordinate with auditors, tax teams, and internal leadership to keep reporting accurate and on track</li><li>Monitor cash flow and positions across assigned funds</li><li>Process capital calls, distributions, and related investor activity</li><li>Review reporting packages prepared by accounting teams</li><li>Support non-routine reporting, special projects, and ad-hoc requests from management</li><li>Mentor junior team members and partner with Investor Relations on LP questions</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Accounting Manager - Real Estate Development

Berkeley, CA
onsite
Permanent
120000 - 175000 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for an Accounting Manager at a Well-Established Real Estate firm. This is a full-time permanent role based in Berkeley with a Hybrid schedule. This is your chance to step into a high-impact role at a company known for turning complex sites into vibrant, mixed-use communities. Every project is different, offering variety, visibility, and the opportunity to shape real change. You’ll own the numbers on major developments, work alongside sharp, collaborative teams, and play a key role in driving process improvements. If you're looking for stability, and the chance to grow with a team that truly values your ideas, this is it. Responsibilities<ul><li>Manage job cost accounting and enforce budget controls</li><li>Lead monthly cost meetings and support project cash flow planning</li><li>Collaborate with project teams to forecast funding needs and manage closeouts</li><li>Review contracts and ensure compliance with internal policies</li><li>Drive process improvements and improve reporting tools</li><li>Prepare audit materials and support annual budgets and forecasts</li><li>Handle vendor setup, accruals, and cost reallocations</li></ul> *Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2026-02-27T00:00:00Z

Operations Associate | Wealth Management Firm

Mountain View, CA
onsite
Permanent
110000 - 130000 USD / Yearly
Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families. The firm has an average client relationship exceeding $15M. They are seeking an Operations Associate to support their team! Responsibilities <ul><li>Trade Execution: Process trades across custodial platforms, resolve discrepancies, and ensure timely settlement.</li><li>Data Oversight: Maintain accurate data across portfolio reporting systems, CRM, and custodians.</li><li>Reconciliation: Review and reconcile transactions, cost basis, and holdings across client accounts.</li><li>Account Support: Assist with account setup and system integrations, ensuring proper configuration and data flow.</li><li>Client Reporting: Prepare and distribute quarterly performance reports.</li><li>Operational Support: Provide general support to advisors and contribute to process improvements and efficiency initiatives.</li></ul>
2026-03-12T00:00:00Z

Operations Associate at Wealth Management Firm

Mill Valley, CA
onsite
Permanent
90000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus Our client is a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base. This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality. Responsibilities<ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z