- Robert Half Finance & Accounting (Berkeley, CA)
- …partnering with a rapidly scaling investment management firm to identify a Tax Manager to join their team in a fully remote capacity. This firm operates ... needs and new fund launches. Position Details + Title: Tax Manager + Location: Fully Remote (US)...experience + Backgrounds considered: public accounting, fund administration, or investment /fund environments + Hedge fund tax experience… more
- Lightsource bp (San Francisco, CA)
- …we're looking for _your_ expertise to help us grow our US portfolio. **About the Investment Management Team** Our ** Investment Management (IM) Team** ... presence in the US to support our expanding portfolio. **The Role** As a **US Portfolio Investment Manager / Senior Portfolio Investment Manager ** , you… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with your next career move. About the Role We are seeking an experienced Accounting/ Tax Manager to support a sophisticated family office environment. This role ... oversees comprehensive accounting, reporting, investment , compliance, and tax activities across multiple entities. The ideal candidate brings strong technical… more
- Vanguard (Oakland, CA)
- Vanguard Personalized Indexing (VPI) provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who ... and foundations. VPI specializes in 'direct indexing ', primarily through custom tax managed equity portfolios. Core Responsibilities: + Leads in-depth analysis of… more
- Deloitte (San Francisco, CA)
- …practice! Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...of public accounting experience (at least 3 years in investment management ) + One of the following… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …cash flow, and financial analysis + Coordinate tax filings, audits, risk management , and KYC/AML + Administer pooled investment vehicles and maintain strict ... via email or LinkedIn for additional information or questions. Tax & Accounting Manager | Family Office| San...environment. Responsibilities + Serve as a trusted advisor across tax , estate, trust, insurance, and investment matters… more
- KeyBank (San Francisco, CA)
- …+ Collaborate with business partners and cross-functional stakeholders including Credit Risk Management , Loan Servicing, Tax Credit and Loan Syndications, and ... Colorado **JOB** **BRIEF (PURPOSE)** Key Bank Community Development Lending and Investment (CDLI) is looking for an experienced community development leader to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Fund Accountant / Fund Manager Join a growing investment firm specializing in niche, non-correlated assets and innovative strategies. We ... allocations + Prepare quarterly and annual financial statements + Coordinate audits and tax filings with external providers + Monitor fund cash positions and manage… more
- Bank of America (San Francisco, CA)
- …in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management , or Business Management in addition to spending ... Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and… more
- Lightsource bp (San Francisco, CA)
- …* Create or update portfolio models for valuation and divestment purposes. **Within the Investment Management Team** * Support the IM Portfolio Management ... semi-annually). * Provide ad-hoc model update to support specific investment or divestment initiatives undertaken by the IM team...been collated and/or reviewed with other teams (eg Asset Management , local development, tax etc.) in accordance… more
- Bank of America (San Francisco, CA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Private-Wealth-Client-Relationship- Manager \_25024178) **Job Description:** ... Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and… more
- CIBC (San Francisco, CA)
- …experience in portfolio management , wealth management , personal tax , or financial planning. + Investment knowledge: Possess comprehensive understanding ... CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Relationship Manager , you'll focus on growing direct revenue, retaining high-net-worth… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …your resume via LinkedIn to JC del Rosario - I'd love to connect! Senior Finance Manager About the Role We're seeking a Senior Finance Manager to join a ... fast-paced, highly collaborative finance organization supporting multiple investment funds and related entities. In this critical role, you will lead entity-level… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …Michelle Espejo via email or LinkedIn for additional information or questions. Accounting Manager | Real Estate Investment Firm| San Mateo| Hybrid | $130-180k ... base + Bonus Step into real estate private equity with a dynamic investment firm focused on multifamily housing. This role offers exposure to acquisitions, asset … more
- JPMorgan Chase (San Francisco, CA)
- …**Required qualifications, capabilities, and skills** + At least 8+ years in a Business Management / COO capacity + Experience with Investment Banking products + ... The Global Finance & Business Management (F&BM) team acts as a trusted advisor...issues and problems. As a IB Technology Group Business Manager , Vice President within the Global Finance & Business… more
- CBRE (Fremont, CA)
- Finance Manager -Fremont or Tualatin Job ID 249151 Posted 01-Dec-2025 Service line GWS Segment Role type Full-time Areas of Interest Accounting/Finance Location(s) ... Workplace Solutions (GWS) Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft… more
- Walmart (San Bruno, CA)
- **Position Summary ** **What you'll do ** Join Walmart as a Senior Manager , Corporate Development and M&A, and play a key role in driving the company's inorganic ... strategic partnerships, supporting Walmart's growth and innovation goals. As a Senior Manager , you'll collaborate with business and functional leaders, as well as… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …equity or alternative investments + Public accounting Senior Associates serving Investment Management clients + Bachelor's degree in Accounting, Business, ... email or LinkedIn for additional information or questions. Finance Manager | Private Equity| San Francisco| Hybrid; 1-2 days...+ Bonus + 100% Paid Benefits Join a growing investment team focused on uncovering opportunities most investors overlook.… more
- Robert Half Finance & Accounting (San Mateo, CA)
- Description We are looking for an experienced Accounting Manager to join our team in San Mateo, California (Hybrid 3/2). This role is ideal for someone with a strong ... ensure compliance, and contribute to strategic decision-making within our investment advisory firm. Responsibilities: * Oversee the preparation and review… more
- SAP (Palo Alto, CA)
- …per Solution Area such as Accounting and Financial Close, Treasury and Working Capital Management , GRC, Tax and Trade, Quote to Cash and Financial Planning and ... grow and succeed. **Job Title:** Finance and Spend (F&S) Ecosystem Development Manager for Top Partner Engagement **What You'll Build:** As an Ecosystem Development… more