<p>We’re hiring! We're seeking a <strong>Senior Tax Professional</strong> to manage complex returns and strategic planning for high-net-worth individuals and trusts in our client’s San Jose office.</p><p>This role offers onsite work during tax season with remote flexibility afterward.</p><p>Generous compensation package and perks! If you're a licensed CPA or EA with 10+ years of experience, let’s connect!</p><p>Contact Gary Daum at Robert Half.</p>
We are looking for an experienced Sales Tax Manager to join our team in Burlingame, California, on a long-term contract basis. This role involves conducting a comprehensive sales tax feasibility study for various products, with a focus on software as a service (SaaS) and subscription billing. The ideal candidate will bring extensive expertise in sales tax and a strong familiarity with NetSuite.<br><br>Responsibilities:<br>• Conduct a thorough sales tax feasibility study for a range of products, focusing on SaaS and subscription billing models.<br>• Analyze and interpret tax laws and regulations to ensure compliance with applicable sales tax requirements.<br>• Prepare and review sales tax returns, ensuring accuracy and adherence to deadlines.<br>• Collaborate with internal teams to address sales tax implications for new and existing products.<br>• Provide expert guidance on sales tax matters, including entity formation and corporate tax compliance.<br>• Utilize NetSuite to manage and analyze sales tax data effectively.<br>• Develop and implement processes to streamline sales tax reporting and compliance.<br>• Monitor changes in tax laws and regulations to assess potential impacts on the business.<br>• Support the preparation of annual income tax provisions and corporate tax returns.<br>• Work closely with external consultants or auditors during reviews or audits of sales tax processes.
<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>
We are looking for an experienced Office Manager to oversee administrative and accounting functions in our Redwood City, California office. This role is ideal for someone who is detail-oriented, thrives in a dynamic environment, and has a strong background in office management and financial processes. As this is a Contract to long-term position, it offers an excellent opportunity to transition into a lasting role within a well-established company.<br><br>Responsibilities:<br>• Manage day-to-day office operations, including ordering and maintaining office supplies to ensure a smooth workflow.<br>• Oversee accounts payable and accounts receivable processes, ensuring timely and accurate financial transactions.<br>• Utilize QuickBooks for monthly balance sheet summaries and asset account entries.<br>• Assist with processing incoming orders and payments during peak seasons to support efficient operations.<br>• Handle customer software systems for detailed sales, accounts receivable, and payment entries.<br>• Conduct bank reconciliations and ensure accurate financial reporting.<br>• Communicate with past-due customers to resolve outstanding payments and maintain positive relationships.<br>• Collaborate with team members to ensure all administrative tasks are completed on time.<br>• Support tax-related processes, including sales and use tax compliance.<br>• Maintain accurate records and documentation for all financial and administrative activities.
<p>We are looking for a skilled and detail-oriented Tax Director/Manager to join our team in Oakland, California. In this role, you will provide leadership and expertise in corporate tax compliance, income tax provisions, and related processes. Working within a collaborative and dynamic environment, you’ll play a vital role in ensuring the organization’s tax operations are efficient and fully compliant with regulatory standards. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Maintain integrity and accessibility of tax-sensitive data throughout the entire tax lifecycle</li><li>Conduct in-depth reviews of key tax processes to identify and implement optimal solutions in the new environment</li><li>Collaborate with tax teams to design accurate, well-controlled tax data, analytics, and automation processes</li><li>Ensure seamless integration with PowerPlan tax modules and other core tax systems</li><li>Create workshop materials to educate SMEs and support informed decision-making</li><li>Co-lead and facilitate workshops with SI Partner, ensuring focus and alignment</li><li>Document and critically review deliverable content for accuracy and quality</li><li>Support the development and review of test scenarios and test scripts</li><li>Act as SME in cross-functional workshops to confirm tax requirements and assess integration impacts</li><li>Anticipate challenges and proactively develop innovative solutions</li><li>Contribute to benchmarking efforts, including industry sessions and conferences, to share and adopt best practices</li></ul>
<p>We are looking for a skilled Tax Manager to join our team in Santa Rosa, California. This position offers an excellent opportunity for career growth and leadership development within our tax department. The ideal candidate will possess a strong background in tax preparation, compliance, and consulting, coupled with exceptional communication and mentorship abilities.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review comprehensive tax returns for individuals, businesses, non-profits, trusts, and estates.</p><p>• Build and maintain strong client relationships while delivering outstanding tax-related services.</p><p>• Provide clients with strategic tax planning and consulting advice on estate matters, business strategies, and compliance issues.</p><p>• Analyze and resolve complex tax challenges, offering innovative solutions.</p><p>• Manage client expectations effectively to ensure satisfaction and trust.</p><p>• Utilize advanced computer skills and maintain proficiency in relevant tax software.</p><p>• Identify opportunities to expand service offerings and grow client portfolios.</p><p>• Develop new client relationships through effective networking and referrals.</p><p>• Stay informed on current tax regulations and industry standards through ongoing education and training.</p>
<p>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!</p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables 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>
<p><strong>Property Manager – HUD/Section 8 Properties (Full-Time, Temp-to-Hire)</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage resident relations and lease administration</li><li>Ensure accurate collection and deposit of rents</li><li>Coordinate with social service agencies as needed</li><li>Maintain property in compliance with all codes</li><li>Supervise vendors and onsite staff</li></ul>
<p>We are looking for a dedicated Tax Preparer to join our team in San Francisco, California. As part of a boutique firm, you will play a key role in delivering accurate and timely tax preparation services to a diverse client base. This position offers an opportunity to work in a collaborative environment where your expertise and contributions will be highly valued. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li> Prepare individual, fiduciary, partnership, and corporate tax returns (Forms 1040, 1041, 1065, 1120, 1120S) with supporting workpapers.</li><li>Manage the full tax preparation process, including document intake, client communication, and detailed return preparation.</li><li>Perform quarterly tax calculations and assist with year-end tax planning.</li><li>Communicate with federal and state tax agencies as needed.</li><li>Conduct tax research to address complex issues and ensure compliance.</li><li>Demonstrate strong communication and interpersonal skills with a proactive approach to client management.</li><li>Maintain a professional presence and effectively engage with executive-level clients.</li><li>Apply solid tax knowledge to provide strategic guidance and best practice recommendations.</li><li>Proficient in Outlook, Adobe, Microsoft Office Suite, and QuickBooks (desktop and online).</li></ul>
<p>We are looking for a Senior Tax Manager to oversee corporate tax compliance and annual income tax provisions for our organization in Fremont, California. This role requires a strategic thinker who can ensure regulatory adherence while optimizing tax-related processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate and oversee U.S. federal, state, and international income tax returns prepared by external firms</li><li>Support quarterly and annual global tax provisions for the Japanese parent company</li><li>Collaborate with finance and accounting teams in the U.S. and India</li><li>Manage U.S. sales tax, VAT, and GST filings</li><li>Review transfer pricing calculations and intercompany arrangements on a quarterly/annual basis</li><li>Assist accounting with annual statutory tax provision reviews</li><li>Lead U.S. federal, state, and international tax planning and implement tax strategies</li><li>Manage responses to IRS, state, and international audits and notices</li><li>Stay current with tax legislation and update practices accordingly</li><li>Provide cross-functional support and assist with special projects as needed</li></ul>
<p>We are looking for a detail-oriented Staff Accountant to join our team in San Francisco, California. In this role, you will handle a variety of accounting functions, including accounts payable, financial reporting, and inventory accounting. This is an excellent opportunity for a motivated individual to contribute to a dynamic organization and grow professionally. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Full-Cycle Accounting:</strong> Oversee daily accounting tasks including journal entries, reconciliations, and month-end closing processes.</p><p><strong>Financial Reporting:</strong> Support the Finance Director in creating and reviewing financial statements for GAAP compliance and accuracy.</p><p><strong>Bank Reconciliations:</strong> Complete monthly reconciliations for all bank and credit card accounts.</p><p><strong>Inventory Management:</strong> Work with operations and sales to maintain accurate merchandise inventory records and cost reporting.</p><p><strong>Revenue Recognition:</strong> Accurately record sales, refunds, and adjustments related to merchandise.</p><p><strong>Tax Support:</strong> Assist in tax preparation by gathering documentation and supporting the Finance Director with filings.</p><p><strong>Compliance & Audits:</strong> Contribute to compliance reporting and support external audits and regulatory filings.</p><p><strong>Process Optimization:</strong> Recommend and implement improvements to financial workflows and accounts payable procedures.</p><p><strong>Accounts Payable (AP) Management:</strong></p><ul><li>Process vendor invoices accurately and on time.</li><li>Handle invoice approvals and various payment methods (ACH, wire, credit card, checks).</li><li>Ensure accurate coding of invoices to appropriate accounts and departments.</li><li>Reconcile AP accounts and resolve discrepancies.</li><li>Maintain vendor information and address payment-related inquiries.</li></ul>
<p>We are seeking a detail-oriented and dependable <strong>Seasonal Tax Administrator</strong> to support our tax team during the busy filing season. This role is ideal for someone with strong organizational skills and a background in administrative or financial services. You’ll assist with document management, client communications, data entry, and general support to ensure timely and accurate tax preparation.</p><p><br></p><p>This can be a hybrid position for anyone that lives local and has previous experience working as a Tax Administrator. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Organize and manage incoming tax documents from clients.</li><li>Assist with data entry into tax preparation software.</li><li>Maintain accurate records and filing systems (electronic and paper).</li><li>Communicate with clients to request missing information or clarify submissions.</li><li>Schedule appointments and manage calendars for tax professionals.</li><li>Prepare and send engagement letters and other client correspondence.</li><li>Monitor deadlines and assist with tracking progress of tax returns.</li><li>Provide general administrative support to the tax team.</li><li>Ensure confidentiality and security of sensitive financial information.</li></ul><p><br></p><p><br></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Client Associate – Multi-Family Office</strong></p><p><br></p><p><strong>About the Opportunity</strong></p><p>Join a highly respected multi-family office dedicated to serving ultra-high-net-worth clients with a full spectrum of wealth management services. From investment management and retirement planning to bespoke family office solutions, this firm combines deep expertise with a collaborative, innovative culture. If you thrive in a client-focused environment and enjoy solving complex challenges, this is an exceptional opportunity to make an impact.</p><p><br></p><p><strong>Why This Role Matters</strong></p><p>As a <strong>Senior Client Associate</strong>, you’ll be a trusted point of contact for sophisticated client relationships, ensuring seamless execution of requests and delivering exceptional service. You’ll partner with senior leadership on bespoke strategies, mentor associate team members, and contribute to firm-wide initiatives—all while fostering strong, long-term client relationships.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the primary contact for designated client relationships</li><li>Execute client requests with precision and efficiency</li><li>Collaborate with senior management on strategic initiatives and tailored client solutions</li><li>Guide and mentor junior team members on shared client relationships</li><li>Assist clients and their advisors with complex wealth transfer, tax, and philanthropic strategies</li><li>Maintain and enhance relationships with clients’ professional teams (executive assistants, CFOs, chiefs of staff)</li><li>Partner with internal investment teams on portfolio creation and cash deployments</li><li>Support special projects across the firm as needed</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive compensation and bonus structure</li><li>Comprehensive benefits including medical, dental, vision, and 401(k) match</li><li>Flexible vacation policy and sabbatical program</li><li>Hybrid work environment supporting work-life balance</li><li>Collaborative, innovative culture focused on professional excellence and continuous learning</li></ul>
<p>We are looking for a meticulous Controller to oversee document management processes and ensure the accurate compilation and scanning of essential records. This role requires someone who is highly attentive to detail, skilled in maintaining organized systems, and capable of ensuring compliance with documentation standards. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Leadership:</strong> Lead the Accounting Department, collaborate with management, and keep partners informed to ensure financial services meet expectations.</p><p><strong>Supervision:</strong> Oversee Accounting Manager and staff, drive process improvements, ensure fair policy implementation, hold team meetings, and support a positive, productive work environment.</p><p><strong>Financial Management:</strong> Manage budgets, revenue models, and reporting systems. Review statements, monitor variances, control costs, and oversee cash flow, credit lines, and loans.</p><p><strong>Partnership Accounting & Taxes:</strong> Handle partnership tax submissions, work papers, partner capital accounts, and quarterly/annual tax schedules.</p><p><strong>Retirement Plans:</strong> Coordinate with HR and leadership on retirement plan financials; assist with committee meetings.</p><p><strong>Banking:</strong> Maintain bank relationships, oversee daily banking activity, account transfers, and system administration for banking programs.</p><p><strong>Policy & Controls:</strong> Safeguard firm assets, enforce accounting policies, and recommend improvements.</p><p><strong>Other Duties:</strong> Prepare tax filings, provide data for partner compensation, track industry trends, and support additional assigned projects.</p>
<p>We are looking for an experienced Accounting Manager/Supervisor to oversee critical financial operations in our organization. This role involves managing key accounting processes, ensuring compliance with regulations, and delivering accurate financial reports. The ideal candidate will have a strong background in general ledger management, month-end close activities, and financial audits. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Financial Reporting & Compliance</strong></p><ul><li>Manage preparation of financial statements</li><li>Ensure adherence to ASC 842 (Leases), ASC 340-40 (Contract Costs), ASC 606 (Revenue Recognition), and other standards</li><li>Implement new accounting standards and evaluate reporting impacts</li><li>Partner with tax team on matters such as sales tax</li><li>Handle complex revenue recognition issues, including contract changes, variable consideration, and SaaS multi-element arrangements</li></ul><p><strong>Audit & External Reporting</strong></p><ul><li>Act as main liaison with external auditors during annual audits</li><li>Prepare audit support, including flux analyses, rollforward schedules, and documentation</li><li>Respond to auditor requests and provide technical accounting positions and supporting materials</li></ul><p><strong>Operational Oversight</strong></p><ul><li>Supervise accounts payable to ensure accurate and timely vendor payments</li><li>Manage commission calculations and sales compensation accounting</li><li>Review and approve journal entries, reconciliations, and related documentation</li></ul><p><strong>Leadership & Team Development</strong></p><ul><li>Lead and mentor senior accounting staff, promoting collaboration and accountability</li><li>Provide training, coaching, and feedback to support professional growth</li><li>Balance hands-on involvement with strategic leadership to drive both execution and development</li></ul><p><br></p>
<p>We are looking for a Trust & Estates Director to join our wealth management team. In this role, you will lead philanthropic planning and giving strategies for ultra-affluent clients, helping them achieve their charitable goals while aligning with their financial objectives. This position requires exceptional expertise in estate planning, tax strategies, and wealth management to deliver impactful solutions and provide high-level guidance.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development and execution of comprehensive philanthropic plans tailored to individual client needs and visions.</p><p>• Build and nurture strong, detail-focused relationships with clients while delivering high-quality consulting services.</p><p>• Collaborate with internal teams, firm partners, and external advisors to create and implement strategies for charitable giving, entity structuring, and wealth transfer.</p><p>• Provide training and mentorship to team members, enhancing their ability to identify and act on philanthropic opportunities.</p><p>• Develop and manage project budgets, allocate resources effectively, and oversee the progress of philanthropy engagements.</p><p>• Evaluate the outcomes and effectiveness of charitable contributions, ensuring alignment with clients’ objectives.</p><p>• Partner with firm leadership to establish and implement best practices for philanthropic planning and client services.</p><p>• Contribute to recruitment efforts and assist in building a skilled and knowledgeable team.</p><p>• Maintain expertise in tax implications, estate planning, and succession strategies to inform client solutions.</p>
<p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
<p>We are looking for a Fully Remote detail-oriented Property Staff Accountant to join our team in Walnut Creek, California. This is a Contract-to-permanent opportunity within the dynamic real estate industry, specializing in sales and leasing. The ideal candidate will bring expertise in property accounting and a commitment to maintaining accurate financial records while working in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and submit monthly financial reports, ensuring accuracy and compliance with company standards.</p><p>• Assist the Accounting Manager during audits by providing necessary documentation and support.</p><p>• Coordinate the onboarding of newly acquired properties into the accounting processes.</p><p>• Monitor and maintain the accuracy of financial activities related to property management.</p><p>• Ensure timely completion of scheduled check runs and financial reporting deadlines.</p><p>• Perform bank reconciliations and monthly journal entries to support month-end close processes.</p><p>• Utilize software such as Yardi and Argus for accounting tasks and reporting.</p><p>• Collaborate with third-party management teams to oversee financial operations.</p><p>• Analyze financial data to identify discrepancies and propose solutions.</p><p>• Support corporate tax return preparation and general ledger management. </p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE INFORMATION</strong></p><p><br></p><p>ASSISTANT ACCOUNTING MANAGER</p><p>Responsibilities;</p><p>-Manage the monthly, quarterly, and annual close processes, including review of journal entries, reconciliations, and financial reporting.</p><p>-Oversee and reconcile intercompany transactions, including billing and settlements, ensuring accuracy, proper documentation, and timely elimination across all related entities.</p><p>-Preparing actual and forecast cash flow reports on daily and weekly basis</p><p>-Support the preparation of management reports, variance analyses, and other financial presentations.</p><p>-Supervise senior accountant and AP specialists, providing training, performance feedback, and professional development opportunities.</p><p>-Manage the accounts payable process, including invoice processing, payment runs, and expense reimbursements.</p><p>-Oversee the annual 1099 filing process, ensuring accurate data collection, timely submission, and compliance with IRS regulations.</p><p>-Assist in the coordination of internal and external audits, including preparation of audit schedules, documentation and responding to auditor inquiries.</p><p>-Maintain and improve internal controls, accounting policies, and procedures to ensure compliance and operational efficiency.</p><p>-Identify and implement process improvements and automation opportunities within the AP function.</p><p><br></p><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Accounting Manager</strong> at a <strong>leading financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p><br></p><p>This person will be build and <strong>optimize reconciliation processes</strong> across the organization. This role is ideal for someone who enjoys <strong>implementing technology solutions</strong> (like BlackLine), driving efficiencies, and strengthening internal controls. You’d report directly to the VP of Finance and have the opportunity to make a real impact on how the accounting function operates.</p><p> </p><p>They offer excellent benefits and a <strong>supportive culture that values growth and wellbeing</strong>.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Lead end-to-end GL reconciliations and governance</li><li>Mentor and manage a high-performing team</li><li>Drive efficiency and automation using tools like BlackLine</li><li>Ensure accurate, timely reconciliations and resolve discrepancies</li><li>Oversee aged items, reserves, and write-offs</li><li>Keep reconciliation documentation and metrics sharp</li><li>Collaborate across teams to solve complex issues</li><li>Be the key liaison for auditors, regulators, and executives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Robert Half is in search for a Manager of Investor Relations and Treasury, reporting to the VP, supports key IR and treasury initiatives while partnering with leadership, finance, legal, and other teams. The role interacts with rating agencies, investors, banks, and auditors, requiring strong curiosity about the mortgage insurance industry and market trends. Bay Area candidates preferred; remote option available.</p><p><br></p><p><strong>Investor & Rating Agency Relations</strong></p><p> • Lead quarterly earnings prep, including draft press releases, scripts, and Q& A materials.</p><p> • Create investor, rating agency, and board presentations.</p><p> • Coordinate responses to rating agency reviews and surveys.</p><p> • Oversee IR materials for accuracy and approval.</p><p> • Track analyst models and market expectations.</p><p> • Maintain relationships with analysts and investors.</p><p> • Conduct competitive benchmarking and market analysis.</p><p> • Prepare management briefings on market, regulatory, and peer updates.</p><p> • Manage IR database, website, and calendar of investor events.</p><p> • Handle logistics for conferences, roadshows, and targeting activities.</p><p> • Monitor shareholder movements and support various IR projects.</p><p><br></p><p><strong>Treasury Management</strong></p><p> • Maintain cash flow forecasts across entities.</p><p> • Develop strategies to optimize liquidity and investment returns.</p><p> • Monitor $3.1B bond portfolio with investment manager and report credit updates.</p><p> • Participate in portfolio reviews, OTTI discussions, and investment forecasting.</p><p> • Prepare quarterly investment presentations for the Board.</p><p> • Assist with portfolio stress testing and ensure treasury controls compliance.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Accounting Manager</strong> at a <strong>leading financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p><br></p><p>This person will be build and <strong>optimize reconciliation processes</strong> across the organization. This role is ideal for someone who enjoys <strong>implementing technology solutions</strong> (like BlackLine), driving efficiencies, and strengthening internal controls. You’d report directly to the VP of Finance and have the opportunity to make a real impact on how the accounting function operates.</p><p> </p><p>They offer excellent benefits and a <strong>supportive culture that values growth and wellbeing</strong>.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Lead end-to-end GL reconciliations and governance</li><li>Mentor and manage a high-performing team</li><li>Drive efficiency and automation using tools like BlackLine</li><li>Ensure accurate, timely reconciliations and resolve discrepancies</li><li>Oversee aged items, reserves, and write-offs</li><li>Keep reconciliation documentation and metrics sharp</li><li>Collaborate across teams to solve complex issues</li><li>Be the key liaison for auditors, regulators, and executives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Apply here & ping me as well on LinkedIn if you feel you are a good fit for this opportunity! - Jeffrey Abrams on LinkedIn.</p><p><br></p><p>We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds of employees across key financial centers. Its investments span public and private debt and equity securities, direct investments in private companies, and real estate.</p><p>The role involves managing a substantial portion of the hedge fund accounting operations and presents a clear opportunity for leadership and long-term career growth. The organization is in a period of innovation and welcomes candidates who bring fresh ideas and a continuous improvement mindset.</p><p><br></p><p>Position: <em>Senior Hedge Fund Manager / Hedge Fund Controller</em></p><p><br></p><p>Overview:</p><p>This is a critical senior-level role responsible for leading a 10–12 person accounting team and overseeing the close processes for both multi-strategy hedge funds and a number of specialized investment funds. The position reports to the Global Controller and plays a key part in fund accounting for the firm’s significant assets under management. <em>If you will require relocation, this firm is willing and able to provide meaningful support for you.</em></p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage the fund accounting team responsible for multiple fund structures, including both share class and partnership-based hedge funds.</li><li>Review accounting closes and financial reporting deliverables for accuracy and completeness.</li><li>Partner with internal stakeholders across Tax, Legal, Operations, and Investor Relations.</li><li>Provide mentorship and technical guidance to staff while cultivating a high-performance team culture.</li><li>Communicate complex fund accounting issues clearly and effectively to senior leadership.</li><li>Drive key initiatives focused on operational improvement, process re-engineering, and digital transformation.</li><li>Maintain a hands-on approach to leadership—reviewing work, offering feedback, and ensuring high-quality output.</li></ul><p><br></p>
<p>We are looking for an experienced Accounting Manager to join our team in Oakland, California. In this role, you will oversee key financial operations, ensuring accuracy and compliance in all accounting activities. The ideal candidate brings strong expertise in managing month-end processes, reconciling accounts, and preparing financial statements.</p><p><br></p><p>Responsibilities:</p><p>• Oversee month-, quarter-, and year-end closes, ensuring timely, accurate reporting and continuous process improvements.</p><p> • Prepare financial statements and reports in compliance with accounting standards, providing actionable insights to management.</p><p> • Manage inventory accounting, costing, and valuation; lead counts, reconcile variances, and ensure effective inventory controls.</p><p> • Lead and mentor AP/AR teams, setting KPIs, fostering collaboration, and supporting training and development.</p><p> • Optimize NetSuite ERP and integrated systems to enhance reporting accuracy, efficiency, and business alignment.</p>
