- Robert Half Finance & Accounting (San Francisco, CA)
- …their internal teams, and allied professionals to deliver an exceptional experience . + Oversee tax administration workflows, coordinating with third-party ... small, select group, building tailored solutions that integrate investment strategy, after- tax planning, and operational infrastructure. This role sits at the center… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and tax strategies + Proficiency in Microsoft Office; CRM experience (Salesforce/MS Dynamics) preferred + Schwab Advisor Center familiarity a plus Interested ... You'll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …reports as directed by the Payroll Manager. Requirements + Bachelor's degree in accounting , finance, or related field (or equivalent experience ). + Strong ... knowledge of federal, state, and local payroll and tax regulations. + CPP certification preferred. + Experience with ADP Vantage or ADP Workforce Now is a plus.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …offering a full suite of solutions including investment management, estate and tax planning, lending strategies, and family office services. About the Firm With ... excellence, continuous learning, and the use of technology to enhance the client experience . The team is composed of dedicated professionals who thrive in a… more
- Robert Half Finance & Accounting (Oakland, CA)
- …payroll-related accounting , including reconciliations and financial reporting coordination. + Partner with Finance and Accounting during month-end close and ... post-close analysis. + Ensure compliance with payroll tax laws and timely filing at all jurisdictional levels....leadership in large/public companies (500+ employees); CPG and global experience a plus. + Skilled in managing both exempt… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and their advisors with complex wealth transfer, philanthropic, and tax -advantaged strategies. + Maintain strong relationships with clients' professional teams, ... hires and serve as a technical resource within the Client Service team. + Partner with investment teams on portfolio creation and cash deployment. + Support internal… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with creativity and drive. Requirements + Minimum of 8 years of progressive experience in accounting and finance, preferably within a top quartile venture ... opportunities in my network. Robert Half is excited to partner with a top-tier venture capital firm in San...a focus on accuracy and completeness. + Collaborate with tax and audit teams, delivering critical information and support.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and daily operations + Support client‑run foundations and philanthropic initiatives + Track tax workflows and deadlines + Partner with internal teams and ... most sophisticated clients. Responsibilities + Oversee the full client experience : onboarding, subscriptions/redemptions, money movement, and reporting + Coordinate… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …environment. Key Responsibilities + Own the end-to-end client experience across onboarding, investment subscriptions/redemptions, money movements, and reporting. ... + Coordinate operational workflows including wires, funding requests, and tax -related documentation. + Liaise with external service providers and internal teams to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …entities + Prepare quarterly valuations and investor reports + Coordinate with auditors and tax advisors + Partner with global teams to ensure aligned reporting ... AI, robotics, blockchain, sustainability and more. You'll gain international fund experience , work side-by-side with the CFO, and build direct relationships with… more