<p><strong>About the Firm</strong></p><p>We are an investment firm focused on supporting innovative companies and entrepreneurs in the life sciences and healthcare sectors. Our mission is to help visionary founders bring their ideas to life through strategic capital and operational guidance.</p><p><br></p><p><strong>The Opportunity</strong></p><p>We’re looking for a <strong>Fund Accountant (or Senior Fund Accountant)</strong> to join our lean, collaborative team. This role offers the chance to work on <strong>high-impact fund accounting tasks</strong> rather than repetitive busy work, thanks to our partnership with an external fund administrator. You’ll work closely with the Controller and gain exposure to multiple aspects of the business through regular team meetings and cross-functional projects.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Review monthly NAV reports and investor statements prepared by the fund administrator</li><li>Perform daily cash management, trade allocations, and reconciliations</li><li>Prepare portfolio performance, risk, and regulatory reports</li><li>Assist with annual audits and tax filings</li><li>Serve as a key contact for prime brokers, administrators, and other service providers</li><li>Maintain strong internal controls and ensure compliance with applicable regulations</li><li>Participate in special projects and system implementations</li></ul><p><strong>Why Join Us?</strong></p><ul><li><strong>Less busy work:</strong> Focus on review and higher-value tasks</li><li><strong>Great leadership:</strong> Work closely with a supportive and approachable Controller</li><li><strong>Exposure:</strong> Weekly all-hands meetings provide insight into the broader business</li><li><strong>Flexibility:</strong> Hybrid schedule with minimal required office time</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for a skilled Tax Preparer to join our team in San Ramon, California. This Contract to permanent position offers an excellent opportunity to work with an experienced tax team, handling diverse tax returns for individuals, businesses, trusts, and partnerships. The role provides a consistent Monday-Friday schedule and the potential for remote work after completing training.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Assist the tax team in preparing and reviewing complex individual and partnership tax returns.</p><p>• Manage tax filings for various entities, including individuals, businesses, trusts, and partnerships.</p><p>• Utilize Ultra Tax Software and Creative Solutions to ensure accurate and efficient tax preparation.</p><p>• Analyze financial information and ensure compliance with relevant tax laws and regulations.</p><p>• Build and maintain strong client relationships by delivering exceptional service and communication.</p><p>• Coordinate multiple tasks and projects while adhering to strict deadlines.</p><p>• Apply working knowledge of automated accounting systems to streamline processes.</p><p>• Conduct thorough follow-ups to ensure all tax-related matters are resolved promptly and effectively.</p><p>• Collaborate with team members to support the completion of over 1,000 tax returns during peak seasons.</p><p>• Provide clear and detail-oriented communication, both written and verbal, to clients and stakeholders.</p>
<p><strong>Senior Wealth Manager</strong></p><p><strong>Location:</strong> North Bay Area</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>An independent RIA firm in the Bay Area is seeking a Senior Wealth Manager to lead high-value client relationships, mentor junior advisors, and contribute to firm-wide strategic initiatives. This is a unique opportunity for a seasoned professional to join a collaborative, client-first team focused on holistic financial well-being.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm serves high-net-worth individuals and families, emphasizing personal fulfillment, empowerment, and community engagement. Advisors are encouraged to think beyond financial returns and help clients achieve meaningful life outcomes.</p><p><br></p><p><strong>Role Overview</strong></p><p>The Senior Wealth Manager will manage a personal book of business, source and close new client relationships, and play a leadership role in firm growth. The ideal candidate thrives in a values-driven environment and is ready to take on strategic and mentoring responsibilities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as lead advisor for high-net-worth clients</li><li>Deliver comprehensive financial planning and investment advisory services</li><li>Develop and adjust plans covering retirement, tax, estate, investment, and risk management</li><li>Mentor associate advisors and foster a culture of excellence</li><li>Ensure compliance with regulatory standards and firm policies</li><li>Source and close new client relationships aligned with firm strategy</li><li>Engage with centers of influence to generate referrals</li><li>Participate in marketing, networking, and community events</li><li>Lead initiatives to improve processes and client experience</li><li>Collaborate with leadership on strategic goals</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Percentage of revenue managed plus goals-based bonus</li><li>Potential for equity ownership</li><li>401(k) with company match</li><li>Paid time off and holidays</li><li>Leadership opportunities within the firm</li><li>Access to advanced training, conferences, and industry networking</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect</p>
<p>Finance Associate – Tax Focus</p><p><strong>Location</strong>: San Francisco, CA (Hybrid or Onsite)</p><p><strong>Industry</strong>: Venture Capital / Emerging Technologies</p><p><br></p><p>Are you ready to work at the intersection of finance and innovation? A leading early-stage investment firm specializing in frontier technologies—including crypto, AI, and deep tech—is seeking a <strong>Finance Associate</strong> with strong tax expertise and fund operations experience. This is a high-impact role offering direct exposure to senior leadership, strategic initiatives, and some of the most exciting sectors shaping the future.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Finance Associate, you’ll be a key contributor to the firm’s financial infrastructure, managing tax compliance across multiple entities and supporting fund operations. You’ll collaborate with experienced professionals and help drive improvements in reporting, audits, and investor communications. This is an ideal opportunity for someone who thrives in a fast-paced, intellectually curious environment and wants to make a meaningful impact in venture capital.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>Tax Compliance & Strategy</strong></p><ul><li>Lead tax compliance for funds, general partners, and management entities</li><li>Review tax filings including K-1s, foreign disclosures, and estimated payments</li><li>Coordinate with external tax advisors and manage payment schedules</li><li>Conduct independent tax research and validate advisor recommendations</li><li>Respond to investor tax inquiries and lead ad-hoc research initiatives</li></ul><p><strong>Fund & Financial Operations</strong></p><ul><li>Review fund administrator reports and prepare quarterly NAV summaries</li><li>Support annual financial statement preparation and audit coordination</li><li>Track fund performance and investment valuations</li><li>Assist with capital calls, distributions, and accounts payable</li><li>Address investor inquiries and contribute to strategic finance projects</li></ul><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Be part of a mission-driven firm investing in transformative technologies</li><li>Work closely with senior leadership and gain exposure to high-level strategy</li><li>Contribute to operational excellence and innovation in digital finance</li><li>Enjoy a collaborative, high-performance culture with room to grow</li></ul><p><strong>Interested in joining a team that’s shaping the future of venture capital?</strong></p><p>Apply today by sending your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s connect and explore how this opportunity aligns with your career goals.</p>
<p><strong>Senior Accountant / Accounting Manager – Fund & Property Accounting</strong></p><p><strong>Location:</strong> San Francisco (Embarcadero) | <strong>Hybrid:</strong> 4–5 days/week in office</p><p><strong>Compensation:</strong> $125,000 – $150,000 + 15% Bonus</p><p><br></p><p><strong>About the Firm</strong></p><p>Join a recognized investment firm known for its collaborative culture and commitment to excellence. This is a unique opportunity to work directly with senior leadership in a dynamic, entrepreneurial environment where your contributions will have a direct impact on the firm’s success.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Be part of a close-knit, high-performing team that values precision, innovation, and ownership</li><li>Gain hands-on experience with complex real estate investments and fund structures</li><li>Work in a beautiful Embarcadero office that fosters collaboration and professional growth</li><li>Enjoy a competitive compensation package and the opportunity to make a meaningful impact</li></ul><p><strong>Your Role</strong></p><p>As a <strong>Senior Accountant / Accounting Manager</strong>, you’ll lead fund and property-level accounting, financial reporting, and compliance efforts. You’ll collaborate closely with the CFO and external partners to ensure financial accuracy and operational efficiency across the firm’s investment portfolio.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage monthly accounting for real estate assets, including variance analysis and cash flow reviews</li><li>Partner with fund administrators to produce quarterly investor reports, ensuring alignment with LPAs and waterfall models</li><li>Analyze fund and property performance metrics to support strategic decisions</li><li>Assist with quarterly valuations, financial modeling, and sensitivity analyses</li><li>Coordinate annual audits and tax filings with external auditors and tax advisors</li><li>Oversee capital calls, distributions, and carry calculations for funds and co-investments</li><li>Support SEC compliance reporting and respond to ad hoc investor requests</li><li>Collaborate with operating partners and internal teams to maintain accurate financial data</li></ul><p><strong>Interested?</strong></p><p>If this sounds like the right fit, I’d love to connect. Please send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario </strong>to start the conversation.</p>
<p><strong>Senior Wealth Manager</strong></p><p><strong>Location<em>: </em></strong><em>North Bay Area</em></p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>An established independent RIA firm in the Bay Area is seeking a <strong>Senior Wealth Manager</strong> to lead high-net-worth client relationships, mentor junior advisors, and drive strategic growth initiatives. This is a rare opportunity for a seasoned advisor to join a collaborative, purpose-driven team focused on holistic financial well-being.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm serves high-net-worth individuals and families, with a mission rooted in personal fulfillment, empowerment, and community impact. Advisors are encouraged to go beyond financial metrics to help clients achieve meaningful life outcomes.</p><p><br></p><p><strong>Role Summary</strong></p><p>As a Senior Wealth Manager, you’ll manage your own book of business, cultivate new client relationships, and play a key leadership role in shaping the firm’s future. The ideal candidate thrives in a values-based environment and is passionate about mentoring and strategic contribution.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary advisor for high-net-worth clients</li><li>Deliver comprehensive financial planning and investment advisory services</li><li>Develop and refine strategies across retirement, tax, estate, investment, and risk management</li><li>Mentor and develop associate advisors, fostering a culture of excellence</li><li>Ensure adherence to regulatory standards and internal policies</li><li>Source and onboard new clients aligned with the firm’s mission</li><li>Build referral networks through centers of influence</li><li>Represent the firm at marketing, networking, and community events</li><li>Lead initiatives to enhance client experience and operational efficiency</li><li>Collaborate with leadership on firm-wide strategic goals</li></ul><p><br></p><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive revenue-sharing model plus performance-based bonuses</li><li>Pathway to equity ownership</li><li>401(k) with company match</li><li>Generous PTO and paid holidays</li><li>Leadership and growth opportunities within the firm</li><li>Access to advanced training, industry conferences, and networking</li></ul><p><br></p><p><strong>Interested in learning more? </strong>Let’s connect! Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to explore whether this opportunity aligns with your next career move.</p>
<p><strong>Senior Accountant / Accounting Manager – Fund & Property</strong></p><p><strong>Location:</strong> San Francisco (Embarcadero Area) | Hybrid: 4–5 days in office</p><p><strong>Compensation:</strong> $125,000 – $150,000 + 15% Bonus</p><p><br></p><p><strong>About the Opportunity</strong></p><p>Join a dynamic, emerging investment firm with a collaborative culture and a passion for excellence. This is an exciting opportunity to work closely with senior leadership in a fast-paced, entrepreneurial environment where your contributions will have a direct impact on the firm’s success. If you thrive in a role that blends strategic thinking with hands-on execution, this position is for you.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Be part of a tight-knit, high-performing team that values innovation and precision.</li><li>Gain exposure to complex real estate investments and fund accounting at scale.</li><li>Work in a beautiful Embarcadero office with a culture that encourages collaboration, ownership, and professional growth.</li><li>Enjoy a competitive compensation package and the chance to make a meaningful impact in a growing organization.</li></ul><p><br></p><p><strong>What You’ll Do</strong></p><p>As a Senior Accountant / Accounting Manager, you will play a key role in managing fund and property-level accounting, financial reporting, and compliance. You’ll work closely with the CFO and external partners to ensure accuracy, transparency, and efficiency across all financial operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee monthly accounting for real estate investments, including variance analysis and cash flow review.</li><li>Partner with fund administrators to deliver quarterly investor reports, ensuring compliance with LPAs and waterfall calculations.</li><li>Prepare and analyze fund and property-level performance metrics, supporting strategic decision-making.</li><li>Assist with quarterly valuations, financial modeling, and sensitivity analyses.</li><li>Coordinate year-end audits and tax filings, liaising with auditors and tax advisors.</li><li>Manage capital calls, distributions, and carry calculations for funds and co-investments.</li><li>Support SEC compliance reporting and ad hoc investor requests.</li><li>Collaborate with operating partners and internal teams to maintain accurate financial data.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
We are looking for an experienced Tax Staff member to join our team in Walnut Creek, California. This role involves preparing and reviewing diverse tax returns, conducting research on tax regulations, and collaborating with clients to provide exceptional tax-related services. The ideal candidate demonstrates strong technical expertise, organizational skills, and a commitment to delivering high-quality work.<br><br>Responsibilities:<br>• Prepare and review tax returns for individuals, corporations, partnerships, trusts, and exempt organizations.<br>• Conduct tax planning and perform in-depth research on tax laws, regulations, and specific issues.<br>• Manage multiple client engagements, ensuring deadlines are consistently met.<br>• Communicate directly with clients and regulatory agencies to address tax-related inquiries and concerns.<br>• Apply a comprehensive understanding of the tax return preparation and review process.<br>• Stay updated on industry knowledge by participating in relevant educational opportunities.<br>• Collaborate with team members to ensure accuracy and efficiency in all tax-related tasks.<br>• Assist clients with navigating complex tax matters and provide tailored solutions.<br>• Utilize advanced tax software such as CCH ProSystem Fx and Lacerte for efficient tax preparation.
<p>Our dynamic company operates across multiple revenue streams, embracing innovation and excellence in all areas of business. Powered by QuickBooks Online and supported by a talented team, we are seeking an experienced <strong>Accounting Manager</strong> to oversee critical accounting functions, contribute to financial accuracy, and support strategic decision-making in collaboration with senior leadership.</p><p><br></p><p><strong>Reporting Relationship:</strong></p><p>The Accounting Manager will report directly to the <strong>Controller</strong> and lead a team of three accounting professionals.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>General Ledger Close:</strong></li><li>Lead and manage the month-end, quarter-end, and year-end general ledger close processes with a commitment to timeliness and accuracy.</li><li>Ensure all journal entries, account reconciliations, and supporting schedules are prepared and reviewed in accordance with company policies and GAAP (Generally Accepted Accounting Principles).</li><li><strong>Financial Statement Preparation:</strong></li><li>Prepare and review monthly financial statements, including the balance sheet, income statement, and cash flow statement.</li><li>Develop comprehensive variance analyses for financial results to support internal review and external reporting.</li><li><strong>Cash Flow Management:</strong></li><li>Oversee the preparation of the cash flow statement to ensure accurate representation of operating, investing, and financing activities.</li><li>Provide actionable insights into cash flow trends to help drive financial planning decisions.</li><li><strong>Team Leadership and Development:</strong></li><li>Directly manage, mentor, and oversee the work of three accounting staff members, providing training and development opportunities to build a high-performing team.</li><li>Collaborate with staff to establish goals, address challenges, and maintain accountability for timely completion of responsibilities.</li><li><strong>Process Improvements:</strong></li><li>Identify and implement best practices to enhance the efficiency and effectiveness of accounting operations, particularly within the QuickBooks Online platform.</li><li>Develop and enforce robust internal controls to safeguard company assets and ensure compliance with regulatory requirements.</li><li><strong>Audit Support and Compliance:</strong></li><li>Assist the Controller in managing audits, preparing audit schedules, and providing necessary documentation to external auditors.</li><li>Ensure compliance with all relevant tax laws and regulations.</li><li><strong>Cross-Functional Collaboration:</strong></li><li>Work closely with other departments to understand the nuances of the company’s revenue streams and ensure proper accounting treatment.</li><li>Support the Controller and executive leadership in strategic planning and forecasting activities.</li></ul>
<p><strong>Senior Client Service Associate or Associate Director of Client Service</strong></p><p><strong>Location:</strong> 100% Remote (Optional hybrid from San Francisco office)</p><p><strong>Industry:</strong> Wealth Management / Family Office</p><p><strong>Compensation:</strong> $90,000–$110,000 base (flexible DOE) + Discretionary Bonus (15–30%)</p><p><br></p><p>A boutique wealth advisory firm is seeking a highly capable and polished <strong>Senior Client Service Associate</strong> or <strong>Associate Director of Client Service</strong> to join its elite team. This is a rare opportunity to work with ultra-high-net-worth individuals and families in a fully remote role, supporting the design and management of sophisticated single-family office structures.</p><p><br></p><p><strong>About the Firm</strong></p><p>Founded in 2012, the firm partners with a select global client base of founders, investors, and multi-generational families. Unlike traditional multi-family offices, this team builds and manages fully customized single-family offices, integrating wealth strategy, portfolio management, financial operations, and family office services. Their approach is deeply personalized, with a focus on depth of relationship rather than volume of clients.</p><p><br></p><p><strong>Position Overview</strong></p><p>This role sits between junior client service staff and senior directors, supporting high-touch operational needs for ultra-wealthy clients. You’ll work directly with leadership and contribute to a best-in-class service model, while helping shape internal processes and scalability. The ideal candidate is entrepreneurial, mature, curious, and team-oriented—with the operational sharpness and discretion required to serve billionaire clients.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Own the end-to-end client experience across onboarding, subscriptions, redemptions, money movements, and reporting</li><li>Coordinate wires, funding requests, and operational workflows for family office clients</li><li>Support philanthropic entities and foundation-related operations</li><li>Monitor tax-related workflows and liaise with external accountants</li><li>Review investment performance reports for accuracy (Addepar)</li><li>Maintain CRM systems and organize client documentation</li><li>Partner with leadership on client service initiatives and process improvements</li><li>Communicate professionally with clients, their family offices, and allied professionals</li><li>Assist with KYC documentation, custodial paperwork, and entity setup</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>100% remote flexibility (with optional office access)</li><li>Low turnover and strong team stability</li><li>Quarterly offsites with team-building and strategic sessions</li><li>Collaborative culture focused on building something meaningful</li><li>Health, dental, and vision insurance (100% employer-paid for employees)</li><li>Paid parental leave</li><li>401(k) with employer match</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for a Junior Financial Analyst to join our client in Hayward, California. This is a Contract to permanent position where you will contribute to the asset management portfolio by handling reporting, compliance, and financial analysis tasks. The role offers an opportunity to collaborate with senior asset managers and gain experience in areas such as regulatory compliance, property tax exemption filings, and financial forecasting.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare and submit various certifications, reports, and forms to lenders, investors, and government agencies in compliance with regulatory agreements.</p><p>• Maintain schedules and trackers to monitor deadlines and requirements for lenders, investors, and regulatory agencies.</p><p>• Research partnership agreements, financing documents, and tax returns to support operations.</p><p>• Assist with commercial rent collections and offer customer service to assigned commercial tenants.</p><p>• Support the accurate processing of surplus cash distributions and ensure timely execution.</p><p>• Participate in due diligence activities for buyouts, refinancing, and permanent financing conversions.</p><p>• Conduct financial analysis, monitor budget variances, and assist with forecasting for assigned portfolios.</p><p>• Manage replacement reserve reimbursement processes and identify opportunities for improvement.</p><p>• File property tax exemption documentation and track property tax refunds for assigned portfolios.</p>
<p><strong>Job Title: Senior Portfolio Manager</strong></p><p><br></p><p><strong></strong></p><p><strong>Overview</strong></p><p>The Senior Portfolio Manager oversees the daily operations, compliance, staff, and maintenance of Oakland Housing Authority’s rental housing and facilities. This role ensures properties are well-managed, financially sound, and meet all regulatory requirements.</p><p><strong>Key Responsibilities</strong></p><ul><li>Manage day-to-day operations of assigned properties.</li><li>Ensure compliance with HUD, Section 42 Tax Credit, and local/state housing regulations.</li><li>Oversee leasing, rent collection, and timely unit turnovers.</li><li>Prepare budgets, monitor expenses, and review financial reports.</li><li>Supervise, train, and evaluate property management staff and vendors.</li><li>Ensure maintenance schedules, inspections, and work orders are completed.</li><li>Provide leadership in safety, risk management, and customer service.</li><li>Prepare reports, meet deadlines, and represent the Authority at community meetings.</li></ul><p><br></p>
<p><strong>Associate Financial Planner</strong></p><p><strong>Location:</strong> San Francisco (Hybrid – 2 days/week) or Fully Remote</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>A boutique wealth management firm is seeking an intellectually curious and analytically driven <strong>Associate Financial Planner</strong> to join its team. This is a rare opportunity to work directly with a senior advisor recognized nationally for excellence in wealth management, and to build a long-term career in strategic financial planning.</p><p><br></p><p><strong>About the Role</strong></p><p>This position is ideal for someone who thrives in a fast-paced, detail-oriented environment and is passionate about solving complex financial problems. You’ll begin at an apprentice level, learning the intricacies of financial planning for high-net-worth and ultra-high-net-worth families, including senior executives and board members of public companies.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><p><strong>Client Planning & Analysis</strong></p><ul><li>Prepare retirement, estate, education, and equity compensation analyses</li><li>Use eMoney to build and refine comprehensive financial plans</li><li>Analyze tax implications, insurance policies, and stock concentration strategies</li><li>Stay current on economic trends and tax law changes to inform client strategies</li><li>Coordinate pre-meeting prep including agendas, research, and implementation plans</li></ul><p><strong>Technology Platforms</strong></p><ul><li>eMoney (Financial Planning)</li><li>Charles Schwab (Custodian)</li><li>Redtail (CRM)</li><li>Orion (Reporting)</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary + bonus + profit sharing</li><li>Annual 401(k) match and medical/dental benefits</li><li>15 vacation days + 5 sick days + NYSE holidays</li><li>Significant growth potential and year-over-year raises</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Finance Associate – Tax Focus</strong></p><p><strong>Location:</strong> San Francisco, CA (Hybrid or Onsite)</p><p><strong>Industry:</strong> Venture Capital / Emerging Technologies</p><p> </p><p>A leading early-stage investment firm focused on frontier technologies is seeking a <strong>Finance Associate</strong> with a strong background in tax and fund operations. This is a high-impact role offering exposure to cutting-edge sectors including crypto and AI, while working closely with senior leadership on strategic financial initiatives.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Finance Associate will manage the full tax compliance lifecycle for multiple entities, support fund reporting and audits, and contribute to operational improvements. This role is ideal for a proactive, detail-oriented professional with deep tax expertise and a passion for emerging technologies.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Tax Compliance & Strategy</strong></p><ul><li>Oversee tax compliance for funds, general partners, and management entities</li><li>Review tax returns, K-1s, foreign filings, and estimated tax calculations</li><li>Coordinate payments and manage relationships with external tax advisors</li><li>Conduct independent tax research and validate advisor recommendations</li><li>Respond to investor tax inquiries and lead ad-hoc research projects</li></ul><p><strong>Fund & Financial Operations</strong></p><ul><li>Review fund administrator reports and produce quarterly NAV reports</li><li>Support annual financial statement preparation and audit coordination</li><li>Track fund performance and investment valuations</li><li>Assist with capital calls, distributions, and AP management</li><li>Address finance-related investor inquiries and support strategic projects</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Work at the intersection of finance and frontier technologies</li><li>Collaborate with experienced professionals and firm leadership</li><li>Contribute to innovative projects and operational optimization</li><li>Be part of a mission-driven firm shaping the future of digital finance</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</p><p><br></p><p><strong>SENIOR ACCOUNTANT</strong></p><p><br></p><p>RESPONSIBILITIES</p><p>- Responsible for analyzing and interpreting financial information as well as accurately compiling and reporting this information for corporate entities. </p><p> • Performing month‐end, quarterly and annual closing activities in compliance with GAAP and Company accounting policies, including the preparation and review of journal entries, account reconciliations, ad hoc analysis, and reporting.</p><p>• Prepare complex account reconciliation, analysis and journal entries and perform on‐going analytical review in support of the monthly close process.</p><p>• Maintain and understand documentation related to various inter‐entity billings to calculate, invoice and record earned fee revenue and receivable. </p><p>• Perform allocation of expenses to other entities and request reimbursement from those entities on a timely basis.</p><p>• Pro‐actively research and document conclusions on accounting issues with appropriate knowledge and interpretation of relevant GAAP pronouncements. </p><p>• Maintain, establish, and improve documentation relating to internal accounting controls. </p><p>• Prepare annual audit schedules and interact with auditors to complete the audit, consolidation, and tax returns. </p><p> • Monitor adherence to audit requirements and ensure full compliance in accordance with regulatory agencies. </p><p> • Serve as a financial resource, answer questions, and provide ad‐hoc financial support as requested. </p><p>• Develop recommendations for effective and efficient business processes and participate in cross‐ functional projects.</p>
<p>We are looking for an experienced Senior Payroll Admin to oversee and manage payroll operations for a manufacturing company in Hayward, California. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee end-to-end payroll processing for all employees, ensuring accuracy and compliance with laws, regulations, and company policies</li><li>Administer and maintain payroll systems, ensuring data integrity and supporting system upgrades and enhancements</li><li>Prepare payroll-related journal entries, reconcile reports, and ensure balance accuracy</li><li>Partner with HR, Finance, and other departments to validate payroll data for hires, terminations, promotions, and salary adjustments</li><li>Investigate and resolve payroll discrepancies, ensuring timely and accurate resolution</li><li>Generate and review payroll reports, including tax filings, benefit deductions, and compliance reporting</li><li>Coordinate with third-party vendors to ensure accurate and timely transmission of payroll and benefits information</li><li>Respond to employee payroll inquiries, delivering clear communication and excellent support</li><li>Safeguard sensitive payroll data, maintaining confidentiality and compliance with security standards</li><li>Stay current on payroll regulations and implement necessary process updates</li><li>Support audits and prepare reports for internal and external stakeholders</li><li>Perform additional payroll-related duties as assigned</li></ul>
<p><strong>Wealth Manager</strong></p><p><strong>Location: </strong><em>North Bay Area</em></p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>A well-regarded independent Registered Investment Advisor (RIA) firm in the North Bay is seeking a <strong>Wealth Manager</strong> to join its collaborative, client-centric team. This is a fantastic opportunity for an experienced advisor to manage high-net-worth relationships, deliver holistic financial planning, and contribute to the growth of a values-driven organization.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm is dedicated to helping clients achieve a well-rounded sense of wealth—defined not only by financial success, but also by personal fulfillment, well-being, and positive impact. Advisors are empowered to build deep relationships and provide high-touch service that reflects this philosophy.</p><p><br></p><p><strong>Position Overview</strong></p><p>As a Wealth Manager, you’ll serve as a trusted advisor to a growing portfolio of high-net-worth clients. You’ll deliver tailored financial planning and investment advice while playing an active role in business development and firm-wide initiatives. This role is ideal for professionals with 5+ years of experience who are ready to take on greater responsibility and grow within a dynamic, mission-driven team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Client Relationship Management</strong></p><ul><li>Act as lead advisor for high-net-worth clients</li><li>Provide personalized financial planning and investment advisory services</li><li>Strengthen and expand client relationships through referrals and personal outreach</li><li>Deliver proactive, high-touch service aligned with the firm’s values</li></ul><p><strong>Financial Planning & Wealth Management</strong></p><ul><li>Create and implement financial plans covering retirement, tax, estate, investment, and risk management</li><li>Continuously monitor and adjust plans based on client goals and market conditions</li></ul><p><strong>Business Development</strong></p><ul><li>Support senior advisors in acquiring new clients</li><li>Build relationships within the firm’s network and participate in community engagement</li></ul><p><strong>Professional Growth & Firm Contribution</strong></p><ul><li>Contribute to firm-wide initiatives aimed at enhancing client experience and operational efficiency</li><li>Stay current with industry trends and pursue ongoing professional development</li></ul><p><strong>Compliance & Documentation</strong></p><ul><li>Ensure full compliance with regulatory standards and internal policies</li><li>Maintain accurate records of client interactions and financial strategies</li></ul><p><strong>Excited about this opportunity? </strong>Let’s connect! Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to explore whether this role aligns with your next career move.</p>
<p><strong>Wealth Manager</strong></p><p><strong>Location:</strong> North Bay Area</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>A respected independent Registered Investment Advisor (RIA) firm in the North Bay is seeking a <strong>Wealth Manager</strong> to join its collaborative and client-focused team. This is an exciting opportunity for an experienced advisor to manage high-net-worth relationships, deliver comprehensive financial planning, and contribute to the growth of a values-driven firm.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm is committed to helping clients achieve a holistic sense of wealth—defined not just by financial success, but by personal fulfillment, well-being, and impact. Advisors are empowered to build meaningful relationships and deliver high-touch service that aligns with this philosophy.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Wealth Manager will serve as a trusted advisor to a growing book of high-net-worth clients, providing tailored financial planning and investment advice. This role is ideal for professionals with 5+ years of experience who are ready to take on more responsibility and grow within a dynamic team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Management</strong></p><ul><li>Serve as lead advisor for high-net-worth clients</li><li>Deliver personalized financial planning and investment advisory services</li><li>Manage and grow client relationships through firm referrals and personal efforts</li><li>Provide proactive, high-touch service aligned with the firm’s values</li></ul><p><strong>Financial Planning & Wealth Management</strong></p><ul><li>Develop and execute financial plans covering retirement, tax, estate, investment, and risk management</li><li>Regularly review and adjust plans and portfolios based on client goals and market conditions</li></ul><p><strong>Business Development</strong></p><ul><li>Support senior advisors in client acquisition</li><li>Build relationships within the firm’s network and participate in community events</li></ul><p><strong>Professional Growth & Contribution</strong></p><ul><li>Engage in firm-wide initiatives to enhance client experience and operational efficiency</li><li>Pursue ongoing professional development and stay current with industry best practices</li></ul><p><strong>Compliance & Record-Keeping</strong></p><ul><li>Ensure adherence to regulatory standards and firm policies</li><li>Maintain accurate records of client interactions and financial strategies</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Financial Planner</strong></p><p><strong>Location:</strong> San Francisco Bay Area (Hybrid or Onsite)</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p><br></p><p>Are you a seasoned financial advisor who thrives on building deep, trusted relationships and delivering holistic, values-driven financial guidance? A boutique wealth management firm is seeking a <strong>Wealth Architect</strong> to join its mission-driven team. This is a unique opportunity to work in a collaborative, client-first environment where service excellence and personal impact are at the heart of everything.</p><p><br></p><p><strong>About the Firm</strong></p><p>This firm is built on a foundation of trust, compassion, and clarity. It serves a diverse client base with a commitment to simplifying the complex and delivering tailored financial strategies that align with each client’s values and long-term goals. The team operates with a shared belief in service excellence, teamwork, and continuous growth—both professionally and personally.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Wealth Architect is responsible for managing and retaining client relationships, coaching Associate Wealth Architects, and collaborating with senior advisors and technical specialists to deliver comprehensive financial advice. This role is ideal for someone who takes a holistic approach to wealth planning and thrives in a values-driven, entrepreneurial environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and deepen client relationships through regular communication and strategic planning</li><li>Lead and oversee the development of financial plans, estate maps, cash flow analyses, and investment strategies</li><li>Collaborate with internal teams and external advisors (CPAs, attorneys, etc.) to ensure seamless client service</li><li>Prepare for and follow up on client meetings, ensuring all action items are completed</li><li>Provide unbiased financial advice across investment management, estate planning, tax strategy, and philanthropic planning</li><li>Oversee and mentor Associate Wealth Architects, supporting their professional development</li><li>Maintain accurate client records and ensure compliance with fiduciary standards</li><li>Participate in firm-wide strategic initiatives, planning committees, and business development efforts</li><li>Serve as a steward of the firm’s planning philosophy, values, and client service standards</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Work with a purpose-driven firm that values trust, compassion, and excellence</li><li>Collaborate with a close-knit team of professionals who support each other</li><li>Make a meaningful impact in clients’ lives through holistic financial planning</li><li>Grow professionally in a firm that invests in your development and success</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect</p>
<p><strong>Senior Accounting Manager / Assistant Controller – Real Estate Investment</strong></p><p>Join a mission-driven investment firm focused on creating and preserving affordable housing nationwide. With over $1B in AUM and a collaborative team culture, this role offers high-impact exposure to fund and property-level accounting, reporting, and financial operations.</p><p><br></p><p><strong>The Role</strong></p><p>Reporting to the Corporate Controller, you’ll lead fund and property accounting reviews, manage audits, support investor reporting, and help improve internal systems and processes. You’ll work closely with the CFO, fund administrators, and asset management teams to ensure accurate financial reporting and compliance.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review fund and property financials, waterfalls, and asset management fees</li><li>Ensure compliance with LPAs and investor reporting requirements</li><li>Support quarterly reporting, dashboards, and KPI tracking</li><li>Assist with cash flow forecasting and liquidity planning</li><li>Lead or support system implementations and process improvements</li><li>Manage treasury functions and onboarding of property managers</li><li>Coordinate audits, tax filings, and fund administrator communications</li></ul><p><strong>Why Join</strong></p><ul><li>Competitive salary + bonus</li><li>Professional growth in a collaborative, mission-driven firm</li><li>In-office culture in San Francisco’s Financial District (4–5 days/week)</li><li>Opportunity to make a meaningful impact in affordable housing</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Tax Planner </strong>at a <strong>Nationally recognized Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>This RIA specializes in complex financial and tax planning for high-net-worth individuals, families, and business owners. This is a high-impact opportunity to work closely with experienced advisors and play a key role in shaping sophisticated strategies for a loyal and expanding client base.</p><p> </p><p>The firm offers competitive compensation, performance-based bonuses, flexible work arrangements, and a collaborative culture that values initiative, clear communication, and leadership without ego.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Design and execute advanced tax strategies for high-net-worth individuals, executives, and multi-generational families.</li><li>Collaborate with Wealth Advisors to integrate tax planning with estate, investment, and philanthropic strategies.</li><li>Translate complex tax topics into actionable guidance for clients and internal stakeholders.</li><li>Identify planning opportunities during client engagements and support new business development efforts by articulating the firm’s value.</li><li>Review tax returns to uncover forward-looking strategies and align them with broader financial goals.</li><li>Serve as a visible subject matter expert in client meetings, team discussions, and internal trainings.</li><li>Stay current on tax law changes and proactively advise the team and clients on implications.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for a skilled Division Controller to manage and enhance financial operations in our organization. This role involves overseeing financial reporting, implementing standardized accounting practices, and contributing to strategic planning. Based in Manteca, California, this position offers the opportunity to drive organizational growth and efficiency within a dynamic environment.<br><br>Responsibilities:<br>• Manage the preparation and oversight of financial statements, budgets, and forecasts in compliance with organizational standards.<br>• Collaborate with the Corporate Controller to design, implement, and refine financial controls across all business units.<br>• Standardize and lead operational accounting practices across multiple locations, ensuring accuracy and efficiency in transaction approvals.<br>• Develop and monitor key performance indicators to optimize both financial and operational outcomes.<br>• Work closely with integration teams to implement Microsoft Dynamics systems and streamline processes across newly acquired entities.<br>• Provide in-depth financial analysis and insights to support senior leadership in strategic decision-making.<br>• Explore opportunities to create and execute tax strategies in partnership with external advisors.
<p><strong>Senior Accountant / Accounting Manager – Fund & Property Accounting</strong></p><p>Join a growing private investment firm focused on opportunistic and value-add real estate across asset classes. With approximately $1B in AUM and a collaborative team culture, this role offers exposure to both fund-level and property-level accounting in a dynamic, fast-paced environment.</p><p><br></p><p><strong>The Role</strong></p><p>Reporting directly to the CFO, you’ll manage fund and property accounting, performance reporting, and valuation support. You’ll work closely with a fund administrator, operating partners, and internal teams to ensure accurate financial reporting and compliance.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review monthly property operating reports and variance analyses</li><li>Oversee quarterly investor reporting, allocations, and waterfall calculations</li><li>Prepare fund and property performance metrics and financial projections</li><li>Support quarterly valuations and SEC compliance filings</li><li>Manage capital calls, distributions, and carry calculations</li><li>Coordinate audits and tax filings with external providers</li><li>Interface with operating partners and respond to investor requests</li><li>Assist with credit facility servicing and compliance</li></ul><p><strong>Why Join</strong></p><ul><li>Competitive compensation + 15% bonus</li><li>Small, high-performing team with direct access to leadership</li><li>Exposure to institutional, family office, and UHNW investors</li><li>Located in San Francisco’s Embarcadero (4–5 days onsite)</li><li>Opportunity to contribute meaningfully to a growing firm</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We’re working with a growing company in Palo Alto that’s looking to bring on a <strong>Full-Charge Bookkeeper</strong> to oversee the day-to-day accounting operations. This role is ideal for someone who is confident managing the full general ledger, from data entry to financial reporting, and can operate independently while collaborating with leadership. If you enjoy taking full ownership of the books and working in a fast-paced, evolving environment, this could be a great fit.</p><p><br></p><p><br></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle full-cycle bookkeeping, including AR, AP, and payroll</li><li>Manage month-end and year-end close procedures</li><li>Maintain general ledger and reconcile all balance sheet accounts</li><li>Prepare financial statements: income statement, balance sheet, and cash flow</li><li>Process payroll and related tax filings, benefits tracking, and deductions</li><li>Manage vendor payments, invoicing, and collections</li><li>Prepare reports for leadership and assist with budgeting and forecasting</li><li>Coordinate with CPA firm during tax season or audit reviews</li><li>Ensure compliance with company policies and accounting best practices</li></ul><p><br></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>
