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23 results for Tax Manager Venture Capital in Palo Alto, CA

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Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Tax Manager at a Fund Services Provider. This is a full-time permanent role.

Join a top fund services firm in California known for its excellent reputation and balanced work culture. Specializing in tax planning, fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like environment with opportunities for professional growth. Enjoy a more manageable busy season while gaining hands-on experience across diverse asset classes. FULLY REMOTE WORK (must live in the Bay Area)

Responsibilities:

Provide comprehensive tax services in line with U.S. tax regulations and deadlines.
Oversee the preparation and review of federal and state tax returns, ensuring compliance and process control.
Stay updated on tax legislation changes and advise clients and internal teams.
Build and manage client relationships with a focus on planning, consulting, and tax risk mitigation.
Enhance processes with best practices, mentor the tax team, and collaborate with external auditors.
Calculate quarterly tax payments, handle client and authority inquiries, and manage ad-hoc tax requests.

*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

5+ years of tax experience with investment partnerships (hedge funds, private equity, VC, real estate).
Strong knowledge of U.S. tax law and advanced Excel skills.
CPA huge plus.

Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what’s out there.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

23 results for Tax Manager Venture Capital in Palo Alto, CA

VC/PE Tax Manager Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Tax Manager at a Fund Services Provider. This is a full-time permanent role. Join a top fund services firm in California known for its excellent reputation and balanced work culture. Specializing in tax planning, fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like environment with opportunities for professional growth. Enjoy a more manageable busy season while gaining hands-on experience across diverse asset classes. FULLY REMOTE WORK (must live in the Bay Area) Responsibilities:<ul><li>Provide comprehensive tax services in line with U.S. tax regulations and deadlines.</li><li>Oversee the preparation and review of federal and state tax returns, ensuring compliance and process control.</li><li>Stay updated on tax legislation changes and advise clients and internal teams.</li><li>Build and manage client relationships with a focus on planning, consulting, and tax risk mitigation.</li><li>Enhance processes with best practices, mentor the tax team, and collaborate with external auditors.</li><li>Calculate quarterly tax payments, handle client and authority inquiries, and manage ad-hoc tax requests.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Tax Manager at VC/PE Admin Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Tax Manager at a Fund Services Provider. This is a full-time permanent role. Join a top fund services firm in California known for its excellent reputation and balanced work culture. Specializing in tax planning, fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like environment with opportunities for professional growth. Enjoy a more manageable busy season while gaining hands-on experience across diverse asset classes. FLEXIBLE REMOTE WORK (must live in the Bay Area) Responsibilities:<ul><li>Provide comprehensive tax services in line with U.S. tax regulations and deadlines.</li><li>Oversee the preparation and review of federal and state tax returns, ensuring compliance and process control.</li><li>Stay updated on tax legislation changes and advise clients and internal teams.</li><li>Build and manage client relationships with a focus on planning, consulting, and tax risk mitigation.</li><li>Enhance processes with best practices, mentor the tax team, and collaborate with external auditors.</li><li>Calculate quarterly tax payments, handle client and authority inquiries, and manage ad-hoc tax requests.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Finance Manager (Fund Accountant) Venture Capital Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Fund Accounting Manager at a Top Venture Capital Firm. This is a full-time permanent role based in Menlo Park with a Hybrid schedule. Join a top venture capital firm in the Bay Area, currently managing billions with the region's best entrepreneurs. Be part of a dynamic, collaborative team, with the added perks of a flexible work schedule, fantastic pay, and great benefits - from fully covered insurance to profit sharing in your 401(k) and even free meals. Responsibilities:<ul><li>Handle Fund and GP ledgers, expenses, accruals, transactions, and allocations.</li><li>Craft quarterly and yearly financial statements.</li><li>Work with finance chiefs and external parties for audits and taxes.</li><li>Monitor cash, manage capital calls, and handle distributions.</li><li>Oversee Fund Admin's reports and answer queries from partners.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Tax Manager for Family Office Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Family Office Tax Manager at a an esteemed venture capital firm. This is a full-time permanent role based in Palo Alto with a Hybrid schedule. This unique role provides the opportunity to work with high-profile entrepreneurs and investors, managing the financial intricacies of their families. The firm, known for its exceptional service and client-oriented approach, cultivates an environment that strongly encourages growth and development. With a commitment to a true work-life balance, the firm promotes a standard 40-hour work week with exceptional benefits fully paid for by the company. An attractive profit-sharing plan coupled with a strong dedication to employee growth, makes this role a compelling career move. Responsibilities:<ul><li>Overseeing tax returns for family office clients</li><li>Nurturing client relationships</li><li>Conducting and reviewing tax assessments, extensions, and returns</li><li>Performing in-depth tax issue research and responding to notices</li><li>Assisting the CFO and Directors on special projects</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Family Office Tax Manager Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Family Office Tax Manager at a an esteemed venture capital firm. This is a full-time permanent role based in Palo Alto with a Hybrid schedule. This unique role provides the opportunity to work with high-profile entrepreneurs and investors, managing the financial intricacies of their families. The firm, known for its exceptional service and client-oriented approach, cultivates an environment that strongly encourages growth and development. With a commitment to a true work-life balance, the firm promotes a standard 40-hour work week with exceptional benefits fully paid for by the company. An attractive profit-sharing plan coupled with a strong dedication to employee growth, makes this role a compelling career move. Responsibilities:<ul><li>Overseeing tax returns for family office clients</li><li>Nurturing client relationships</li><li>Conducting and reviewing tax assessments, extensions, and returns</li><li>Performing in-depth tax issue research and responding to notices</li><li>Assisting the CFO and Directors on special projects</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Senior Fund Accountant - FULLY REMOTE Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Fund Accountant at a Private Equity Firm. This is a full-time permanent role based in San Francisco with a remote or hybrid schedule. Our client is a leader in private equity, known for its strategic investments and high-performing funds. This is a chance to join a top-tier team where your expertise will directly impact fund accounting, financial reporting, and operational excellence. The firm offers a standout compensation package, including 100% employer-paid medical, dental, and vision coverage, annual bonuses, generous 401(k) profit-sharing, phantom carry, and pre-tax transit benefits. You'll be part of a collaborative, growth-focused environment with strong mentorship and support for long-term success. FULLY REMOTE - MUST LIVE IN THE BAY AREA Some responsibilities:<ul><li>Manage accounting functions for private equity funds, ensuring smooth quarterly closings.</li><li>Play a key role in audit coordination, from planning to data review.</li><li>Maintain and enhance accounting and operating procedures to align with best practices.</li><li>Ensure financial reporting adheres to GAAP standards.</li><li>Oversee the preparation of financial statements and key reports.</li><li>Analyze financial statements and review third-party quarterly valuations.</li><li>Conduct accounting research and provide expert guidance.</li><li>Tackle additional projects that drive efficiency and accuracy.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Senior Finance Associate (Fund Accountant) FULLY REMOTE Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Fund Accountant at a Private Equity Firm. This is a full-time permanent role based in San Francisco with a remote or hybrid schedule. Our client is a leader in private equity, known for its strategic investments and high-performing funds. This is a chance to join a top-tier team where your expertise will directly impact fund accounting, financial reporting, and operational excellence. The firm offers a standout compensation package, including 100% employer-paid medical, dental, and vision coverage, annual bonuses, generous 401(k) profit-sharing, phantom carry, and pre-tax transit benefits. You'll be part of a collaborative, growth-focused environment with strong mentorship and support for long-term success. FULLY REMOTE - MUST LIVE IN THE BAY AREA Some responsibilities:<ul><li>Manage accounting functions for private equity funds, ensuring smooth quarterly closings.</li><li>Play a key role in audit coordination, from planning to data review.</li><li>Maintain and enhance accounting and operating procedures to align with best practices.</li><li>Ensure financial reporting adheres to GAAP standards.</li><li>Oversee the preparation of financial statements and key reports.</li><li>Analyze financial statements and review third-party quarterly valuations.</li><li>Conduct accounting research and provide expert guidance.</li><li>Tackle additional projects that drive efficiency and accuracy.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Corporate Accountant - Venture Capital Firm - HYBRID Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Management Company Accountant at a High Growth Venture Capital Firm. This is a full-time permanent role based in Palo Alto with a Hybrid schedule. This is an exciting opportunity to apply your accounting expertise in a dynamic, growth-oriented environment. You'll work closely with leadership and contribute to core accounting functions that support both daily operations and strategic initiatives. The role offers exposure to fund operations, corporate accounting, and investment activities within a collaborative and innovative team. Responsibilities: <ul><li>Process invoices, payments, and expense reports</li><li>Maintain accounting records and assist with month- and quarter-end close</li><li>Help prepare tax documents and support external tax teams</li><li>Assist with budgeting, forecasting, and expense tracking</li><li>Manage regulatory filings like 1099s and state reports</li><li>Record investment activity and assist with general accounting tasks</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Tax Director/Manager - Corporate PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE DETAILS TAX MANAGER Well established and stable real estate company is seeking a Tax Manager with experience in real estate investment trusts (REITs). This is an excellent opportunity to join a company with a great culture and has been on the list of Best Companies to Work.Responsibilities:The Tax Manager is responsible for assisting with all aspects of income tax compliance, including federal and state, tax planning activities, and other related projects as directed.• Prepare/Review/Assist with income tax compliance matters including accurate preparation and timely filing of federal and state income and franchise tax returns, extensions, and estimated tax payments• Assist with organizing and registering entities with various state and local tax jurisdictions• Prepare/Review quarterly and year-end tax provision and related footnote disclosures• Prepare/Review REIT tests and REIT administration activities• Research federal and state tax issues and assist in the development of ongoing tax strategies to minimize tax liabilities and maintain REIT status• Assist in various other tax matters as needed, including ongoing review of tax procedures to streamline processes and minimize risk• Provide ad hoc tax analyses and other special projects as needed

Senior Accountant at Asset Management Firm Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Accountant at a leading asset management firm. This is a full-time permanent role based in San Francisco with a Hybrid schedule. Experience the best of both worlds with a dynamic startup vibe and seasoned expertise. Benefit from direct mentorship by our CEO & CFO, comprehensive family benefits, and thrilling team offsites. Responsibilities:<ul><li>Prepare and ensure compliance of financial statements and tax returns with laws and regulations.</li><li>Maintain accurate financial records.</li><li>Supervise accounts payable and receivable for timely processing and payment.</li><li>Manage corporate bank accounts.</li><li>Ensure compliance with corporate-side regulations and procedures.</li><li>Develop corporate finance policies for expense control and approval.</li><li>Handle regulatory reporting to SEC and Korean Financial Supervisory Service.</li><li>Support fund-side accounting and auditing tasks.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Tax Sr. - Corporate PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS SENIOR CORPORATE TAX ACCOUNTANT115K-130K+BONUS+AMAZING BENEFITS Well established private/investment foundation with over 13B in AUM is seeking a strong Sr. Tax Accountant to join their dynamic team. This is an excellent opportunity to join a prestigious organization (ranked top 15 in US) that offers stability, work/life balance, career path and excellent benefits. About the PositionSenior Tax Accountant has significant responsibilities in tax compliance, monitoring and reporting. This position ensures that the Foundation complies with tax laws and regulations while optimizing its tax position.Responsibilities-Proactively works with the tax advisor and team to prepare tax planning and strategy.-Collect and track tax data, including K-1’s issued by partnerships, and tax documents from foreign corporations.-Prepare the Foundation’s tax returns (990-PF and 990-T), including state and other related tax returns.-Ensure timely filing of all returns and payments, including quarterly estimates and extensions. Actively monitors and accounts for tax provision.-Analyze and interpret new tax laws and regulations. Work with tax advisors and outside counsel to assess impact and recommend procedures for compliance.-Play a key role in audit preparedness. Maintain processes and procedures in the event of an IRS audit.-Prepare workpapers for audited financial statements. Works with the audit team to research transactions and reconciliations on complex items during the year.-Supports the accounting and reconcilement of the Foundation’s investment portfolio in accordance with GAAP and IRS regulations.

Finance Manager - Investment Firm Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Finance Manager at a fast-growing investment firm. This full-time, permanent role is based in San Francisco. Join a firm specializing in middle-market private credit, where innovation and strategic thinking drive success. In this role, you'll gain broad exposure to fund accounting, financial planning, operations, and strategic initiatives while working closely with senior leadership in a dynamic environment. The firm offers a supportive culture with unlimited PTO, comprehensive health coverage, 401(k) matching, and potential equity participation, all within a team-oriented, entrepreneurial setting focused on your growth and impact. Responsibilities<ul><li>Lead day-to-day fund accounting operations, including NAVs and capital account maintenance</li><li>Coordinate with fund admins, auditors, and tax advisors</li><li>Create internal reporting packages and investor materials</li><li>Support budgeting, forecasting, and firm-wide FP& A initiatives</li><li>Implement and refine operational workflows across teams</li><li>Work closely with senior leadership on high-level strategy</li><li>Ensure accurate tax reporting with the help of external experts</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Finance Manager at VC Fund Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Finance Manager at a fast-growing investment firm. This full-time, permanent role is based in San Francisco. Join a firm specializing in middle-market private credit, where innovation and strategic thinking drive success. In this role, you'll gain broad exposure to fund accounting, financial planning, operations, and strategic initiatives while working closely with senior leadership in a dynamic environment. The firm offers a supportive culture with unlimited PTO, comprehensive health coverage, 401(k) matching, and potential equity participation, all within a team-oriented, entrepreneurial setting focused on your growth and impact. Responsibilities<ul><li>Lead day-to-day fund accounting operations, including NAVs and capital account maintenance</li><li>Coordinate with fund admins, auditors, and tax advisors</li><li>Create internal reporting packages and investor materials</li><li>Support budgeting, forecasting, and firm-wide FP& A initiatives</li><li>Implement and refine operational workflows across teams</li><li>Work closely with senior leadership on high-level strategy</li><li>Ensure accurate tax reporting with the help of external experts</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Finance Manager - Fully ONSITE Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Finance & Operations Manager at a large Investment Firm. This is a full-time permanent role based in San Mateo. Join a top-tier boutique investment firm managing $20 billion in assets. With a reputation for pioneering behavioral finance strategies, this firm offers a collaborative, growth-oriented environment where innovation meets excellence. Work with industry leaders \while enjoying competitive compensation, profit-sharing, a 401(k) match, and full benefits. This is an opportunity to develop your career in a collaborative, growth-focused environment where your contributions directly impact financial operations, payroll, and accounting. Responsibilities<ul><li>Manage accounts payable processes and verify invoices.</li><li>Maintain vendor and banking relationships to ensure smooth financial workflows.</li><li>Assist with payroll processing, benefits administration, and employee compensation statements.</li><li>Oversee wire and ACH payments with precision.</li><li>Maintain financial records, support tax filings, and ensure compliance with reporting requirements.</li><li>Prepare financial reports, budgets, and forecasts.</li><li>Contribute to process improvements, including payroll transitions and system upgrades.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Finance & Ops Manager - ONSITE Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Finance & Operations Manager at a top-tier investment firm in San Mateo. This is a full-time, permanent role. Join a boutique firm managing $20 billion in assets, known for its innovative behavioral finance strategies. The firm offers a collaborative, growth-oriented environment where excellence and innovation drive success. In this role, you'll work alongside industry leaders and make a direct impact on financial operations, payroll, and accounting. Enjoy competitive compensation, profit-sharing, a 401(k) match, and full benefits as you develop your career in a supportive, dynamic setting. Responsibilities<ul><li>Manage accounts payable processes and verify invoices.</li><li>Maintain vendor and banking relationships to ensure smooth financial workflows.</li><li>Assist with payroll processing, benefits administration, and employee compensation statements.</li><li>Oversee wire and ACH payments with precision.</li><li>Maintain financial records, support tax filings, and ensure compliance with reporting requirements.</li><li>Prepare financial reports, budgets, and forecasts.</li><li>Contribute to process improvements, including payroll transitions and system upgrades.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Family Office Accounting Manager Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Accounting Manager at a family office. This full-time, permanent role is based in San Francisco with a remote schedule. Join a family office at the forefront of financial operations and cryptocurrency investments. This innovative firm blends traditional finance with digital asset management, offering a unique platform to shape financial strategies and drive growth in a confidential, entrepreneurial environment. As Senior Accounting Manager, you'll lead accounting functions and gain exposure to cryptocurrency investments. This role offers competitive compensation and the opportunity to make a significant impact. Responsibilities:<ul><li>Oversee accounting functions, including general ledger, accounts payable/receivable, payroll, and financial reporting.</li><li>Prepare financial statements monthly, quarterly, and annually in line with GAAP.</li><li>Work with external tax professionals on tax preparation, reporting, and liability.</li><li>Manage accounting for traditional investments, cryptocurrency, and private equity holdings.</li><li>Develop and manage budgets and financial forecasts.</li><li>Handle digital asset accounting and stay updated on regulations.</li><li>Improve processes and internal controls for better accuracy.</li><li>Communicate financial insights to family members, executives, and advisors.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Financial Reporting Manager Yuzo Shimura with Robert Half is in search of a Financial Reporting Manager to join his client's team in the Financial Services industry. The role involves guiding the daily operations of the Accounting department, ensuring precise and prompt processing of all departmental tasks. You will also play a key role in staff development, ensuring service provided to employees is both courteous and efficient. Responsibilities: • Develop written procedures to ensure operational efficiency and compliance with accounting activities within the organization.• Act as mentor for employees by coaching and offering feedback to help improve performance.• Supervise the preparation of general ledger and subledger account reconciliations by the Accounting staff, ensuring accounts are balanced and outstanding items are cleared within set deadlines.• Assist with month-end processing, income and expense review, and financial statement preparation.• Act as back-up for all Accounting desks including Accounts Payable, Fixed Assets, Investment Accounting.• Assist in the review of the quarterly Call Report and preparation of financial information gathering for auditors, examiners, and regulators.• Train and supervise the daily work of accounting employees, addressing questions, concerns, and assisting with job-related problems.• Cross-train Accounting staff to ensure all positions are supported during vacations and illnesses and to promote employee growth and development.• Assist with software upgrade reviewing and testing, and approve AP and GL posting batches.• Assist with the sales and use tax filing to the State Board of Equalization. If you are interested in this role, please reach out to Yuzo Shimura via LinkedIn

Family Office - Senior Reporting Manager Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Financial Reporting Manager at a Family Office. This is a full-time permanent role based in San Francisco with a Hybrid schedule. Our client is a mission-driven private investment office with a long-standing presence in the Bay Area. They manage a diverse portfolio that includes trusts, partnerships, and philanthropic initiatives. Known for their collaborative culture and experienced team, they offer a dynamic environment where meaningful financial work intersects with long-term purpose. This senior role will have a direct impact on financial strategy and process improvement across multiple entities. You’ll work closely with a supportive team that values independence, innovation, and continuous growth. The firm offers exceptional benefits, including 100% employer-paid health coverage for you and your family, 401(k) contributions, generous PTO, and wellness perks like a gym membership. Responsibilities:<ul><li>Build and improve financial models, dashboards, and reports using Power BI</li><li>Oversee cash flow reporting and implement forecasting tools</li><li>Prepare fair market value reports, financial analyses, and executive summaries</li><li>Work with IT to streamline reporting tools and integrate with Microsoft Business Central</li><li>Lead and mentor a Financial Reporting Manager</li><li>Act as a key internal resource for financial reporting and insights</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Private Family Office - Senior Accounting Manager Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Accounting Manager at a family office. This full-time, permanent role is based in San Francisco with a remote schedule. Join a family office at the forefront of financial operations and cryptocurrency investments. This innovative firm blends traditional finance with digital asset management, offering a unique platform to shape financial strategies and drive growth in a confidential, entrepreneurial environment. As Senior Accounting Manager, you'll lead accounting functions and gain exposure to cryptocurrency investments. This role offers competitive compensation and the opportunity to make a significant impact. Responsibilities:<ul><li>Oversee accounting functions, including general ledger, accounts payable/receivable, payroll, and financial reporting.</li><li>Prepare financial statements monthly, quarterly, and annually in line with GAAP.</li><li>Work with external tax professionals on tax preparation, reporting, and liability.</li><li>Manage accounting for traditional investments, cryptocurrency, and private equity holdings.</li><li>Develop and manage budgets and financial forecasts.</li><li>Handle digital asset accounting and stay updated on regulations.</li><li>Improve processes and internal controls for better accuracy.</li><li>Communicate financial insights to family members, executives, and advisors.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Senior Accountant - RE Firm **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior AccountantEmployment Type: Full-TimeLocation: San Francisco; 5 days onsiteSalary: $85-115k + Bonus A privately held real estate development and investment management company headquartered in San Francisco, California. In operation since 2008, the firm is the newest venture of its ownership team that has been successfully operating in the real estate business for over 30 years. They invest and manage residential, retail and mixed-use properties with a primary focus on multifamily properties across the United States. Responsibilities:<ul><li>Coordinate workflow between property management and accounting.</li><li>Manage electronic filing of property-related documents.</li><li>Assist with other tasks as needed.</li><li>Oversee accounts payable, receivable, collections, and financial analysis.</li><li>Post non-recurring tenant charges as requested.</li><li>Resolve financial statement issues proactively.</li><li>Prepare journal entries with documentation.</li><li>Participate in month-end close activities.</li><li>Compile and review monthly financial reports.</li><li>Monitor cash flow forecasts across accounts and projects.</li><li>Review outstanding accounts receivable for accuracy.</li><li>Assist with tax return preparation and compliance.</li><li>Ensure adherence to fixed asset capitalization policies.</li><li>Follow internal accounting policies and procedures.</li><li>Collaborate with Property Management and the Controller on annual budgets.</li><li>Prepare forecasts and budgeted line items for accounting.</li></ul>

Tax Planning and Advisory - Family Office / Private Equity For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities. Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment. The finance group, which provides support to the Firm, it's partners and managing directors, currently has a team of twenty people including the CFO. This role will be highly consultative and will also have great mentorship from the Director of the team and the CFO. This position will be compensated generously according to market benchmarks and also includes an equity component. Cherry on-top, the team has an excellent culture and tenure. Primary Responsibilities: Tax Planning <ul><li>Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations</li><li>Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office</li><li>Review income tax returns for various individual, partnership and fiduciary entities for the family office </li><li>Researching tax related issues </li><li>Assisting with special projects on an as-needed basis </li></ul>Risk Management <ul><li>Identifying and managing risks to the family's wealth, including insurance and asset protection strategies.</li></ul>Estate Planning <ul><li>Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning.</li></ul>Philanthropy <ul><li>Managing charitable giving and setting up philanthropic foundations.</li></ul>Legal and Compliance <ul><li>Ensuring that all family office activities comply with legal and regulatory requirements.</li></ul>Financial Administration <ul><li>Overseeing day-to-day financial operations, bill payments, and cash flow management.</li><li>Coordinating with third-party providers </li><li>Preparing financial statements </li></ul>

Family Office Accountant Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Financial Reporting Manager at a Family Office. This is a full-time permanent role based in San Francisco with a Hybrid schedule. Our client is a mission-driven private investment office with a long-standing presence in the Bay Area. They manage a diverse portfolio that includes trusts, partnerships, and philanthropic initiatives. Known for their collaborative culture and experienced team, they offer a dynamic environment where meaningful financial work intersects with long-term purpose. This senior role will have a direct impact on financial strategy and process improvement across multiple entities. You’ll work closely with a supportive team that values independence, innovation, and continuous growth. The firm offers exceptional benefits, including 100% employer-paid health coverage for you and your family, 401(k) contributions, generous PTO, and wellness perks like a gym membership. Responsibilities:<ul><li>Build and improve financial models, dashboards, and reports using Power BI</li><li>Oversee cash flow reporting and implement forecasting tools</li><li>Prepare fair market value reports, financial analyses, and executive summaries</li><li>Work with IT to streamline reporting tools and integrate with Microsoft Business Central</li><li>Lead and mentor a Financial Reporting Manager</li><li>Act as a key internal resource for financial reporting and insights</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.