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56 results for Tax Senior Manager Private Equity Venture Capital in San Francisco, CA

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Michelle Espejo with Robert Half Financial Services 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.

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.

*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) - NO exceptions
Strong knowledge of U.S. tax law and advanced Excel skills.
MUST have CPA.

Reach out to Michelle Espejo via LinkedIn or email for fastest consideration.

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. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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.

56 results for Tax Senior Manager Private Equity Venture Capital in San Francisco, CA

Tax Manager - Private Equity & Venture Capital

San Francisco, CA
remote
Permanent
100000.00 - 150000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services 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. 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>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2025-06-13T14:09:09Z

Venture Capital / Private Equity - Tax Manager

San Francisco, CA
remote
Permanent
100000.00 - 150000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Tax Manager at a Fund Services Provider. 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.
2025-06-06T00:08:43Z

Tax Manager - VC/PE

San Francisco Bay Area, CA
remote
Permanent
100000.00 - 140000.00 USD / Yearly
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.
2025-05-30T03:54:17Z

Real Estate Private Equity - Fund Controller

San Francisco Bay Area, CA
remote
Permanent
200000.00 - 300000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Fund Controller at an Established Thriving Real Estate Investment Company in San Francisco. This is a full-time, permanent role with a hybrid schedule. They are known for its achievements in real estate investments across the U.S. With an entrepreneurial spirit and a structured, institutional approach, the firm has built a substantial portfolio of assets under management. This role offers exciting career advancement potential in a fast-paced, high-growth environment, working with a tenured team with a successful track record. Responsibilities:<ul><li>Lead and guide Investor Reporting team members, ensuring accuracy and insight.</li><li>Manage liquidity for investment vehicles and oversee payable workflows.</li><li>Identify and resolve complex accounting and tax matters.</li><li>Supervise and collaborate with external consultants, service providers, and joint venture partners.</li><li>Prepare monthly financial statements and quarterly investor reports.</li><li>Ensure compliance with REIT regulations.</li><li>Work across departments to support diverse company projects.</li><li>Uphold confidentiality, professionalism, and adherence to company standards.</li><li>Maintain a positive, professional attitude and regular presence.</li></ul>***Contact Michelle Espejo via LinkedIn or email for immediate consideration and additional info.
2025-06-12T23:59:38Z

Real Estate Fund Controller

San Francisco, CA
remote
Permanent
200000.00 - 280000.00 USD / Yearly
Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Fund Controller at an Established Thriving Real Estate Investment Company in San Francisco. This is a full-time, permanent role with a hybrid schedule. They are known for its achievements in real estate investments across the U.S. With an entrepreneurial spirit and a structured, institutional approach, the firm has built a substantial portfolio of assets under management. This role offers exciting career advancement potential in a fast-paced, high-growth environment, working with a tenured team with a successful track record. Responsibilities:<ul><li>Lead and guide Investor Reporting team members, ensuring accuracy and insight.</li><li>Manage liquidity for investment vehicles and oversee payable workflows.</li><li>Identify and resolve complex accounting and tax matters.</li><li>Supervise and collaborate with external consultants, service providers, and joint venture partners.</li><li>Prepare monthly financial statements and quarterly investor reports.</li><li>Ensure compliance with REIT regulations.</li><li>Work across departments to support diverse company projects.</li><li>Uphold confidentiality, professionalism, and adherence to company standards.</li><li>Maintain a positive, professional attitude and regular presence.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.
2025-05-30T03:54:17Z

Fund Accounting Manager - Prominent Venture Capital Firm

Menlo Park, CA
remote
Permanent
140000.00 - 190000.00 USD / Yearly
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.
2025-05-30T03:54:17Z

Hedge Fund - Senior Manager

San Francisco, Ca, CA
remote
Permanent
150000.00 - 150000.00 USD / Yearly
NOTE: Please apply here & send a ping or personal message via LinkedIn to notify me about your submission! LinkedIn: Jonathan Christian (JC) del Rosario Company OverviewA prominent global institutional asset management firm with over billions in assets under management is seeking a highly experienced Senior Manager – Hedge Fund Accounting to join its team. With a global footprint and offices in major financial centers, the firm specializes in a diversified range of investments, including public and private debt and equity securities, direct investments in private companies, and real estate. Position SummaryThe Senior Manager will play a critical leadership role within the fund accounting team, overseeing the monthly and annual accounting close processes for both multi-strategy and specialized hedge funds. Reporting directly to the Global Controller, this individual will manage a team of accounting professionals and collaborate with departments across the organization, including Legal, Tax, Investor Relations, and Operations. This position requires deep technical knowledge of hedge fund structures, including both share class and partnership formats, along with extensive hands-on experience using Advent Geneva. The successful candidate will be a strategic thinker, effective communicator, and team-oriented leader who is eager to contribute to the firm's ongoing digital transformation and operational enhancements. Key Responsibilities<ul><li>Manage and review monthly NAV close packages, unaudited financial statements, and year-end audited financials.</li><li>Support and mentor the fund accounting team to ensure consistent growth, development, and performance.</li><li>Oversee investor-level P& L allocations and fund performance reporting in accordance with fund governing documents.</li><li>Coordinate with third-party administrators to ensure timely delivery of investor statements and transparency reports.</li><li>Collaborate with internal teams on client reporting requests and investor-related inquiries.</li><li>Prepare or review calculations for regulatory filings (e.g., BEA, CIMA).</li><li>Assist in managing the global annual audit process and liaise with external auditors and service providers.</li><li>Review quarterly valuation models for private equity and debt investments, working closely with investment teams and valuation agents.</li><li>Drive process improvements and support the modernization of fund accounting platforms and workflows</li></ul>
2025-06-13T15:43:48Z

Senior Manager for Prominent Hedge Fund

San Francisco, CA
remote
Permanent
150000.00 - 250000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Hedge Fund Senior Manager at a top-tier investment firm. This is a full-time permanent role based in San Francisco with a Hybrid schedule. This leading firm has over $40 billion in AUM and a strong track record across hedge funds, private equity, private credit, and real estate. This is a high-impact leadership role where you’ll manage a seasoned team, work cross-functionally with global partners, and help modernize fund operations. You’ll be part of a collaborative, innovative environment where your ideas and experience will shape global processes and drive meaningful change. If you're an expert in hedge fund accounting and thrive in fast-paced, high-performing teams, this is your next big move. Responsibilities: <ul><li>Review monthly and annual fund financials and investor reports</li><li>Manage and mentor accounting staff</li><li>Analyze fund and investor performance</li><li>Partner with Investor Relations and Performance Reporting</li><li>Oversee third-party administrators and audit processes</li><li>Review valuation models for private investments</li><li>Lead systems/process improvements across the fund accounting function</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2025-06-13T02:19:21Z

Fund Accounting Manager - Venture Capital Firm

Menlo Park, CA
remote
Permanent
15000.00 - 190000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services 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>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2025-06-13T00:04:28Z

Fund Accounting Manager - VC

Menlo Park, CA
remote
Permanent
150000.00 - 175000.00 USD / Yearly
NOTE: Please apply here & send a ping or personal message via LinkedIn to notify me about your submission! LinkedIn: Jonathan Christian (JC) del Rosario Position Description:A prominent venture capital firm is seeking a Fund Accounting Manager or Sr. Manager to join its growing team in its Menlo Park office. This role will support the management of the firm’s venture funds and related business operations, reporting to the Controller with occasional projects for the Vice President of Finance. Highlights:<ul><li>The firm has over 1,000 investments and 140+ exits throughout it’s history.</li><li>Known as an early investor in a leading AI research organization</li><li>Strong departmental structure with a focus on long-term value and operational excellence</li><li>Comprehensive exposure to the full lifecycle of a venture capital fund</li><li>Encourages cross-functional learning and career growth</li><li>Works closely with an external Fund Administrator; this role will oversee and review their deliverables</li></ul> Responsibilities (additional detail to be provided shortly):<ul><li>Maintain Fund and General Partner ledgers, including expense accruals, intercompany transactions, investment activity, and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support audit and tax processes by liaising with external firms, researching accounting matters, and managing internal workflows</li><li>Monitor fund cash positions</li><li>Manage and record capital calls and distributions</li><li>Review fund administrator reports (capital activity, financial statements, LP reporting)</li><li>Collaborate with Investor Relations to address limited partner inquiries</li></ul> Compensation & Benefits:<ul><li>Fully paid medical, dental, vision, and life insurance</li><li>401(k) with profit sharing</li><li>Competitive salary and bonus</li><li>Free lunches and stocked office kitchen during in-office days</li><li>Strong team-oriented culture: “It’s a team effort, not just a me effort.”</li></ul>
2025-06-09T18:04:12Z

Senior Tax Manager - Venture Capital Firm

San Francisco, CA
remote
Permanent
150000.00 - 250000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Tax Manager at a Growing Venture Capital Fund. This is a full-time permanent role based in San Francisco with a Hybrid schedule. They’ve successfully launched companies across many industries and foster a collaborative, entrepreneurial culture—ideal for professionals ready to make an impact. In this role, you’ll manage tax work for a variety of startups and growing companies. You’ll work with external advisors, handle tax compliance, and support business growth. Plus, you’ll earn equity in the startups you support, giving you a real stake in their success. This is a great chance to grow your career in a supportive, innovative environment. Responsibilities<ul><li>Manage daily tax tasks for management companies, funds, and portfolio startups</li><li>Coordinate with external tax accountants for timely and accurate filings</li><li>Review and finalize tax returns, K-1s, and state filings</li><li>Handle investor tax questions and maintain partner info</li><li>Support tax structuring and transaction research</li><li>Ensure startups stay compliant during early and growth stages</li><li>Manage informational returns (e.g., 1099s), tax notices, and deadlines</li><li>Keep up with tax laws and improve processes</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2025-06-12T23:59:38Z

Senior Tax Manager at Venture Fund

San Francisco, CA
remote
Permanent
160000.00 - 260000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Tax Manager at a Growing Venture Capital Fund. This is a full-time permanent role based in San Francisco with a Hybrid schedule. They’ve successfully launched companies across many industries and foster a collaborative, entrepreneurial culture—ideal for professionals ready to make an impact. In this role, you’ll manage tax work for a variety of startups and growing companies. You’ll work with external advisors, handle tax compliance, and support business growth. Plus, you’ll earn equity in the startups you support, giving you a real stake in their success. This is a great chance to grow your career in a supportive, innovative environment. Responsibilities<ul><li>Manage daily tax tasks for management companies, funds, and portfolio startups</li><li>Coordinate with external tax accountants for timely and accurate filings</li><li>Review and finalize tax returns, K-1s, and state filings</li><li>Handle investor tax questions and maintain partner info</li><li>Support tax structuring and transaction research</li><li>Ensure startups stay compliant during early and growth stages</li><li>Manage informational returns (e.g., 1099s), tax notices, and deadlines</li><li>Keep up with tax laws and improve processes</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2025-05-30T03:54:17Z

Sr. Manager - Fund Accountant

San Francisco, CA
remote
Permanent
150000.00 - 150000.00 USD / Yearly
Company OverviewA leading global asset management firm with over billions in assets under management is seeking a Senior Manager – Fund Accountant to join its team. With a global presence and a diversified investment portfolio—including public and private markets, real assets, and direct investments—the firm offers a dynamic and collaborative environment for experienced finance individuals. Position OverviewThe Senior Manager will lead key fund accounting operations, overseeing monthly and annual close processes for multi-strategy and specialized investment vehicles. Reporting to the Global Controller, this role will manage a team and work closely with cross-functional departments such as Legal, Tax, Investor Relations, and Operations. The ideal candidate brings deep technical expertise in fund structures (both share class and partnership formats), proficient in Advent Geneva, and a strong background in hedge fund accounting. This leadership position is well-suited for a proactive, detail-oriented individual who thrives in a fast-paced, evolving environment. Key Responsibilities<ul><li>Oversee and review monthly NAV close packages and financial statements.</li><li>Manage year-end audits and coordinate with external auditors and service providers.</li><li>Lead a team of fund accountants, providing mentorship and development opportunities.</li><li>Ensure accurate investor-level performance reporting and allocations.</li><li>Liaise with third-party administrators for investor reporting and transparency.</li><li>Review and contribute to regulatory filings such as BEA and CIMA.</li><li>Collaborate on private asset valuation models in coordination with investment and valuation teams.</li><li>Support ongoing improvements to accounting platforms, systems, and workflows.</li><li>Partner with internal teams to address client reporting needs and investor inquiries.</li></ul>
2025-06-13T15:43:48Z

Tax Manager - Private Equity Firm

San Francisco, CA
remote
Permanent
140000.00 - 200000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Tax Manager at a Private Equity Firm. This is a full-time permanent role based in San Francisco with a Hybrid schedule. Our client, a prestigious private equity firm managing ~$10B in assets, specializes in transformative investments across buyouts, leveraged acquisitions, growth capital, and more. With a focus on industries poised for growth—characterized by high fragmentation, scalable potential, and robust demand drivers—this firm is driving innovation and economic progress. This is an excellent opportunity to become a key player in a rapidly expanding organization that values integrity, professionalism, and collaboration. In addition to a healthy work-life balance, the firm offers competitive health benefits, including 100% paid health, dental, and vision insurance for employees and their families, wellness perks such as gym reimbursements, and opportunities to engage in meaningful philanthropic initiatives. The firm also provides ample room for career advancement in a supportive environment designed to help you thrive. Responsibilities:<ul><li>Oversee and review federal and state tax filings prepared by external advisors.</li><li>Collaborate with advisors to prepare supporting work papers and resolve tax-related matters.</li><li>Manage tax calendars, ensuring timely deliverables and payments.</li><li>Address tax inquiries from limited partners and coordinate responses.</li><li>Track tax payments and manage tax notices.</li><li>Support tax filing coordination for 30+ portfolio companies' intermediate entities.</li><li>Assist in General Partner accounting, reporting, and annual financial statements.</li><li>Maintain capital accounts for affiliated entities.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2025-06-06T00:05:57Z

Tax Manager at Top Private Equity Firm

San Francisco Bay Area, CA
remote
Permanent
140000.00 - 195000.00 USD / Yearly
Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Tax Manager at a Private Equity Firm. This is a full-time permanent role based in San Francisco with a Hybrid schedule. Our client, a prestigious private equity firm managing ~$10B in assets, specializes in transformative investments across buyouts, leveraged acquisitions, growth capital, and more. With a focus on industries poised for growth—characterized by high fragmentation, scalable potential, and robust demand drivers—this firm is driving innovation and economic progress. This is an excellent opportunity to become a key player in a rapidly expanding organization that values integrity, professionalism, and collaboration. In addition to a healthy work-life balance, the firm offers competitive health benefits, including 100% paid health, dental, and vision insurance for employees and their families, wellness perks such as gym reimbursements, and opportunities to engage in meaningful philanthropic initiatives. The firm also provides ample room for career advancement in a supportive environment designed to help you thrive. Responsibilities:<ul><li>Oversee and review federal and state tax filings prepared by external advisors.</li><li>Collaborate with advisors to prepare supporting work papers and resolve tax-related matters.</li><li>Manage tax calendars, ensuring timely deliverables and payments.</li><li>Address tax inquiries from limited partners and coordinate responses.</li><li>Track tax payments and manage tax notices.</li><li>Support tax filing coordination for 30+ portfolio companies' intermediate entities.</li><li>Assist in General Partner accounting, reporting, and annual financial statements.</li><li>Maintain capital accounts for affiliated entities.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2025-05-30T03:54:17Z

Tax Manager - SF - Hybrid

San Fran, CA
remote
Permanent
150000.00 - 175000.00 USD / Yearly
Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Tax ManagerLocation: San Francisco, hybrid (3 days in office)Salary: $150-175k (DOE) + Bonus Robert Half is excited to partner with a leading private investment firm overseeing $9 billion in capital. Known for its strategic investments in middle-market businesses, the firm focuses on opportunities in fragmented industries with strong growth trends and scalable potential. Responsibilities:<ul><li>Review federal and state tax filings (returns, K-1s, withholding) for 80+ entities across fund groups.</li><li>Work with tax advisors to provide information, prepare workpapers, and resolve tax issues.</li><li>Manage the tax calendar to ensure timely filings and payments.</li><li>Address tax inquiries from limited partners and handle notices.</li><li>Coordinate tax filings for 30+ portfolio company entities.</li><li>Assist with accounting and reporting for the General Partner, including capital calls and distributions.</li><li>Maintain capital accounts and prepare annual financial statements for the General Partner.</li><li>Compile data for ad-hoc analysis and tax planning.</li></ul>
2025-06-09T16:38:50Z

Trade Operations - FiDi - Venture Capital!

San Francisco, CA
remote
Permanent
65000.00 - 95000.00 USD / Yearly
Interested in the role? Apply now and send a message to Jennifer Fukumae on LinkedIn for priority review! Job Title: Trade OperationsLocation: San Francisco, FiDi Salary: $65-95k + YE Bonus Jennifer Fukumae at Robert Half is partnering with a wealth management and investment firm offers a full range of financial services tailored to individuals, families, and institutions. With a strong national presence and deep local roots, the team is known for delivering personalized advice, long-term client relationships, and access to a broad platform of investment solutions. They are seeking a Trade Operations Specialist to support a high-performing Private Wealth team. You will be working closely with top-tier advisors and venture capital firms, handling stock distributions, trade execution, and operational support. You’ll liaise regularly with institutional partners like Goldman Sachs and Merrill Lynch, so if you have strong communication skills and the confidence to engage with C-level executives, apply today! Responsibilities:<ul><li>Support team with venture fund stock distributions</li><li>Handle end-to-end restricted stock settlements, from initial distribution to final proceeds</li><li>Notify participants with distribution details</li><li>Generate reports on distribution outcomes for venture-backed companies</li><li>Process stock sale orders from limited partners</li><li>Liaise with legal counsel to coordinate required opinions</li><li>Provide timely updates and reports to the Manager</li><li>Flag and escalate issues </li><li>Manage client requests related to distributions (e.g., fund transfers, check processing, address updates)</li><li>Distribute daily operations reports</li><li>Perform daily money movement requests</li></ul>
2025-06-11T17:19:05Z

Finance, Portfolio Valuation Manager - top Venture Capital

San Francisco, CA
remote
Permanent
140000.00 - 170000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Portfolio Finance Manager opportunity with a leading venture capital firm based in Menlo Park / San Francisco. Known for backing bold ideas and industry-shaping founders, this firm has invested in hundreds of companies across technology, life sciences, AI and more. With a thoughtful, collaborative culture and a sharp focus on innovation, this is an incredible environment for someone looking to grow in the world of venture capital. This isn’t your typical back-office role. As a Senior Analyst, you'll be at the pulse of the portfolio—diving into board materials from cutting-edge companies, refining fund performance metrics, and helping shape the way the firm monitors and values its investments. If you're energized by data, excited by innovation, and ready to join a team that genuinely values curiosity and teamwork, this is your opportunity. Add in excellent benefits, a hybrid schedule, and a culture that actually walks the walk on work-life balance—and you've got a compelling next step. Responsibilities:<ul><li>Gather and review financials, forecasts, and key metrics from portfolio companies</li><li>Set up new companies in the system and keep data accurate and up to date</li><li>Create easy-to-read internal reports and dashboards</li><li>Run ad hoc analyses to support team needs</li><li>Track and report fund performance, including IRR and investment multiples</li><li>Assist with investor presentations and firm-wide materials</li><li>Help prepare quarterly valuations and build supporting models</li><li>Communicate valuation results to internal teams and auditors</li><li>Look for ways to improve systems and automate manual work</li><li>Support audits and contribute to special projects across the firm</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2025-06-06T00:13:45Z

Finance & Operations Manager

San Mateo, CA
remote
Permanent
120000.00 - 150000.00 USD / Yearly
NOTE: Please apply here & send a ping or personal message via LinkedIn to notify me about your submission! LinkedIn: Jonathan Christian (JC) del Rosario Company's Background The company is a privately held investment management firm with decades of experience applying research-driven strategies to equity markets. Their focus is on delivering long-term value through disciplined investment processes informed by behavioral and fundamental insights. With a diverse client base that includes institutional investors and financial intermediaries, they manage assets across a range of equity strategies and are committed to providing consistent, client-focused investment solutions. Role Overview:This position supports key financial functions and office operations, reporting directly to the CFO. The ideal candidate will work closely with both internal teams and external vendors to ensure smooth day-to-day processes and contribute to broader operational efficiency. Key Responsibilities:<ul><li>Accounts Payable: Support AP processes, analyze invoices/expense reports, and ensure timely payments.</li><li>Vendor Coordination: Serve as the liaison for vendor relationships and coordinate with corporate banking partners.</li><li>Payroll & Benefits: Collaborate with payroll providers to ensure accurate payroll inputs, administer HSA plans, and assist with benefits and compensation processes.</li><li>Internship Program: Support intern onboarding/offboarding, including background checks and change processing.</li><li>Financial Transactions: Accurately manage wire and ACH transactions.</li><li>Compensation & Benefits: Prepare annual compensation statements and assist with insurance and benefits renewals.</li><li>Project Support: Help with payroll provider transitions and implement voluntary benefit plans.</li><li>Accounting & Tax Support:</li><li>Review management company ledgers and assist with quarterly/year-end closings.</li><li>Prepare materials for external tax advisors and review draft returns and K-1 packages.</li><li>Assist with timely tax filings and compliance reporting (e.g., SOI, franchise, property, and use taxes).</li><li>Prepare budgets, forecasts, and quarterly budget-to-actual analyses.</li><li>Review financial statements for managed funds.</li></ul>Company's Highlight:<ul><li>Opportunity to work at a respected investment firm associated with two Nobel Prize winners</li><li>Competitive salary commensurate with experience and education</li><li>401(k) with company match</li><li>Medical, dental, and vision coverage</li><li>Short-term and long-term disability</li><li>Life insurance</li><li>Profit sharing</li></ul>
2025-06-10T14:48:48Z

Wealth Manager

Mill Valley, CA
remote
Permanent
150000.00 - 200000.00 USD / Yearly
Company's Overview:The firm is an independent investment advisory organization seeking motivated individuals to join its respected wealth management team. It is dedicated to delivering exceptional service to a discerning clientele while maintaining strong ties to the local community. Guided by a philosophy that values overall well-being, personal fulfillment, and positive impact, the firm fosters a culture centered on meaningful relationships and empowerment. It seeks team members who prioritize client needs and thrive in a collaborative, purpose-driven environment. Position Overview:The Wealth Manager plays a pivotal role in managing client relationships, providing comprehensive financial planning services, and supporting the firm’s continued growth. This position is well-suited for experienced advisors with 5 or more years in the industry who are ready to take on greater responsibility, deepen their financial planning expertise, and help clients achieve their unique vision of a fulfilling and well-rounded life—all while advancing within the firm. Job Responsibilities:<ul><li>Serve as a trusted advisor, providing tailored financial planning and investment solutions to high-net-worth clients.</li><li>Manage and expand a growing client portfolio sourced from firm referrals and personal efforts.</li><li>Develop and execute comprehensive financial plans, including retirement, tax, estate, investment, and risk management strategies.</li><li>Conduct regular reviews of client plans and portfolios to align with evolving goals and market conditions.</li><li>Support senior advisors in business development and client acquisition activities.</li><li>Build relationships within the firm’s network and actively participate in community and company-sponsored events.</li><li>Contribute to firm-wide initiatives that enhance client experience and improve operational efficiency.</li><li>Maintain compliance with regulatory standards and firm policies.</li><li>Keep accurate records of client interactions, financial plans, and investment strategies.</li><li>Engage in ongoing career development to stay current on industry best practices.</li></ul>Compensation & Benefits<ul><li>Competitive base salary complemented by performance-based incentives.</li><li>401(k) retirement plan with company matching contributions.</li><li>Paid time off and recognized holidays.</li><li>Opportunities for leadership development and career growth within a dynamic, expanding firm.</li></ul>
2025-06-14T18:18:52Z

Venture Operations Associate

San Francisco, CA
remote
Permanent
65000.00 - 96000.00 USD / Yearly
NOTE: Please apply here & send a ping or personal message via LinkedIn to notify me about your submission! LinkedIn: Jonathan Christian (JC) del Rosario Company's OverviewThe company is a publicly traded, full-service investment bank and financial services firm with roots in venture capital. It provides a comprehensive range of financial solutions, including investment banking, wealth management, and capital markets services. Known for its dynamic, growth-oriented culture, the firm is committed to supporting innovation, delivering value to clients, and fostering career development across all levels of the organization. Role's Overview:Under the general supervision of the Branch Manager, the Venture Services Associate plays a key role in supporting stock distribution and trading activities within the venture capital community. This includes managing distributions for General and Limited Partners and executing trade and operational functions related to venture transactions. As a member of the Venture Services Team, the Associate also contributes to broader operational responsibilities across the branch office complex. Job Responsibilities:Stock Distribution & Trading Support<ul><li>Collaborate closely with venture capital firms to manage stock distributions for General and Limited Partners.</li><li>Execute ongoing sales of distributed shares while ensuring accuracy and adherence to trading restrictions—precision is critical, as errors in stock handling are unacceptable.</li><li>Coordinate with Limited Partners to facilitate the proper receipt and settlement of stock distributions.</li></ul>Operational Oversight (Approx. 15% of Role)<ul><li>Manage daily morning operational tasks, including distribution emails, margin call updates, and incoming mail notifications.</li><li>Support general branch operations and act as a liaison between internal teams and external clients.</li></ul>Cashiering and Wire Transfers<ul><li>Process end-of-day checks and manage wire transfers for VC clients, ensuring completion by the daily cutoff.</li><li>Handle an average of 8 wire transactions per day, typically totaling around $3 million.</li></ul>Account Management<ul><li>Open and maintain approximately 500 venture capital accounts, representing $28 billion in assets under management.</li><li>Perform ongoing maintenance tasks such as address changes, fund transfers, check requests, and updates to account instructions.</li></ul>Company's Benefits/Sells<ul><li>Established firm with a long history and experienced leadership</li><li>Low employee turnover; strong culture of internal career advancement</li><li>Direct access to key decision makers for efficient workflow</li><li>Paid Time Off starting at 16 days/year, increasing with tenure up to 28 days</li><li>Inclusive parental leave benefits</li><li>Comprehensive health coverage including medical, vision, and dental plans</li><li>Supportive team culture that respects both social and work-life balance preferences</li></ul>
2025-06-15T16:34:14Z

Senior SEC Manager

Emeryville, CA
onsite
Permanent
170000.00 - 195000.00 USD / Yearly
We are in the process of recruiting a Senior SEC Manager to become part of our team based in Emeryville, California. The role involves ensuring compliance with the Securities and Exchange Commission regulations, overseeing acquisitions, and managing annual financial reporting. SEC Financial Reporting<ul><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul>Technical Accounting<ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul>Equity & Complex Financial Reporting<ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul>Other Responsibilities<ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul>Technical Accounting<ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul>Equity & Complex Financial Reporting<ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul>Other Responsibilities<ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li></ul>
2025-05-23T15:34:06Z

Accounting Manager

San Francisco, CA
onsite
Permanent
120000.00 - 130000.00 USD / Yearly
We are looking for a detail-oriented Accounting Manager to oversee and enhance financial operations within our organization. Based in San Francisco, California, this role is ideal for someone with a strong background in accounting systems and processes who thrives in a dynamic environment. Responsibilities:<ul><li>Support external fund administrators with general ledger management, fund accounting, investor allocations, and capital activity (calls/distributions).</li><li>Oversee financial reporting and accounting for a real estate private equity fund in accordance with GAAP and investor standards.</li><li>Manage month-end and quarter-end close for portfolio companies, including reconciliations and loan accounting.</li><li>Prepare and review financial statements such as balance sheets, income statements, and cash flow reports for stakeholders.</li><li>Coordinate with auditors and tax advisors to ensure timely audits, K-1 issuance, and tax filings.</li><li>Monitor fund performance, asset valuations, and cash flows to guide investment strategy.</li><li>Work closely with acquisitions and asset management teams to track investments, capital spending, and financing.</li><li>Ensure compliance with fund agreements, regulatory requirements, and investor reporting obligations.</li><li>Improve internal controls, accounting policies, and financial reporting systems to enhance efficiency.</li></ul>
2025-05-19T16:38:43Z

Finance Valuation Manager

San Francisco, CA
remote
Permanent
130000.00 - 160000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Portfolio Finance Manager opportunity with a leading venture capital firm based in Menlo Park / San Francisco. Known for backing bold ideas and industry-shaping founders, this firm has invested in hundreds of companies across technology, life sciences, AI and more. With a thoughtful, collaborative culture and a sharp focus on innovation, this is an incredible environment for someone looking to grow in the world of venture capital. This isn’t your typical back-office role. As a Senior Analyst, you'll be at the pulse of the portfolio—diving into board materials from cutting-edge companies, refining fund performance metrics, and helping shape the way the firm monitors and values its investments. If you're energized by data, excited by innovation, and ready to join a team that genuinely values curiosity and teamwork, this is your opportunity. Add in excellent benefits, a hybrid schedule, and a culture that actually walks the walk on work-life balance—and you've got a compelling next step. Responsibilities:<ul><li>Gather and review financials, forecasts, and key metrics from portfolio companies</li><li>Set up new companies in the system and keep data accurate and up to date</li><li>Create easy-to-read internal reports and dashboards</li><li>Run ad hoc analyses to support team needs</li><li>Track and report fund performance, including IRR and investment multiples</li><li>Assist with investor presentations and firm-wide materials</li><li>Help prepare quarterly valuations and build supporting models</li><li>Communicate valuation results to internal teams and auditors</li><li>Look for ways to improve systems and automate manual work</li><li>Support audits and contribute to special projects across the firm</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2025-05-30T03:54:17Z

Tax Director/Manager - Corporate

San Mateo, CA
onsite
Permanent
150000.00 - 170000.00 USD / Yearly
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
2025-05-29T21:14:02Z

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