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Finance Associate - Tax
- Robert Half Finance & Accounting (San Francisco, CA)
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Description
NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!
LinkedIn: Jonathan Christian (JC) del Rosario
An innovative early-stage venture capital firm focused on frontier technologies is seeking a Finance Associate – Tax to join its finance and operations team. This high-impact role offers hands-on experience across fund operations, tax compliance, and strategic initiatives, with exposure to emerging sectors such as crypto, AI, and next-gen platforms.
This position is ideal for a self-motivated with strong tax expertise, sharp attention to detail, and a passion for working in fast-moving, technology-driven environments.
Key Responsibilities
Tax & Compliance
+ Manage the full tax compliance process for funds, general partners, and the management company
+ Review tax filings prepared by advisors, including returns, K-1s, and foreign disclosures
+ Oversee estimated tax calculations and ensure timely payments
+ Conduct tax research and validate third-party recommendations
+ Respond to investor tax inquiries and lead ad hoc tax research initiatives
Finance & Operations
+ Review quarterly fund financials and NAV reports produced by fund administrators
+ Support annual audits and financial statement reviews
+ Track fund performance, valuations, and investment activity
+ Assist with day-to-day operations including capital calls, distributions, and accounts payable
+ Respond to investor requests and support finance-related inquiries
+ Participate in cross-functional projects aimed at enhancing financial systems and processes
What We Offer
+ A collaborative, mission-driven culture at the intersection of finance and emerging technology
+ Exposure to senior leadership and high-level strategic decision-making
+ The opportunity to help build scalable, tech-enabled financial infrastructure
+ A flexible hybrid or remote work model that supports work-life balance
Requirements
Qualifications
+ Bachelor’s degree in Accounting, Tax, or a related field
+ Minimum of 6 years of tax experience within asset management, including at least 4 years focused on venture capital, private equity, or alternative investments
+ CPA certification or equivalent credential required
+ Excellent communication skills, both verbal and written, paired with strong analytical abilities
+ Advanced proficiency in Excel and Google Sheets
+ Proven ability to work independently and effectively in a fast-paced, dynamic environment
+ Experience with tax advisory services and fund operations is highly preferred
+ A strong interest in emerging technologies such as cryptocurrency, technology innovation, or artificial intelligence is a significant advantage
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 (https://www.roberthalf.com/us/en/mobile-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 (https://www.roberthalf.com/us/en/terms) .
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