NewTax Experienced Manager, Private Client Services Bdo ConsultingTax Experienced Manager, Private Client ServicesSan Francisco, CA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
NewSenior Associate, Business Tax Services KPMGSenior Associate, Business Tax ServicesSan Francisco, CA$81,130–$164,565 / yearWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewFinancial Services Tax Experienced Manager, State and Local Tax Bdo ConsultingFinancial Services Tax Experienced Manager, State and Local TaxSan Francisco, CA$94,500–$189,000 / yearA Tax Experienced Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
NewAccount Manager - Tri-anim Health Services SarnovaAccount Manager - Tri-anim Health ServicesSan Francisco, CAAs a leader in specialty healthcare distribution for over 50 years, we offer market-leading products, value-oriented programs, clinical expertise, and in-service training to help clinicians provide effective and efficient patient care. Tri-anim Health Services, a division of Sarnova, provides innovative respiratory, anesthesia and critical care products and therapies to hospitals, health systems and other patient care facilities nationwide.
NewSr Project Manager, Client Connectivity-Innovation Banking Hsbc Private BankSr Project Manager, Client Connectivity-Innovation BankingSan Francisco, CAYou’ll run technical discovery and client workshops, convert business outcomes into technical designs, define testing and cutover approaches (including ISO 20022 formats and SWIFT migration considerations), and then drive end-to-end execution—removing blockers across client teams, Product, IT, Client Service and Coverage/Sales. You’ll design and deliver technically robust, secure, and scalable connectivity solutions for strategic corporate clients, leading complex onboarding and change initiatives across HSBCnet, APIs, SWIFT connectivity, and Host-to-Host (H2H)/file-based connectivity.
NewManaging Director, Transaction Advisory Services - Healthcare Financial Due Diligence (FDD) Bdo ConsultingManaging Director, Transaction Advisory Services - Healthcare Financial Due Diligence (FDD)San Francisco, CA$250,000–$400,000 / yearLeads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.
NewVP, Client Success Healthcare (Payer & Provider) - Remote SoftServeVP, Client Success Healthcare (Payer & Provider) - RemoteSan Francisco, CARemote$200,000–$230,000 / yearExperience driving client growth and account expansion across complex portfolios, including developing and executing account strategies and development plans aligned to long-term business goals. Leadership experience (15+ years) in IT services with full P&L ownership, driving revenue growth and profitability across client portfolios, specifically in Healthcare Payer & Provider.
NewTax Experienced Manager, Core Tax Services Bdo ConsultingTax Experienced Manager, Core Tax ServicesSan Francisco, CA$115,000–$165,000 / yearThe Core Tax Services (“CTS”) Experienced Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
NewSenior Director, Client Partner EPAM SystemsSenior Director, Client PartnerSan Francisco, CAShape solutions that bridge strategy and plans to real-world execution, properly scoping/pricing engagements with delivery team counterparts, establishing optimal operating models and project team organization, and leading the transition from the sales process to the delivery phase. • Open new opportunities and close contracts including support of sales/pre-sales activities by assessing opportunities, responding to RFPs, creating proposals and presentations.
NewPartnership Executive Consultant ComplySciPartnership Executive ConsultantSan Francisco, CA$186,000–$216,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. This individual will maintain a portfolio of client relationships and deliver high-quality consulting services, while contributing to firmwide initiatives, supporting the development and implementation of new service offerings, and serving as a trusted source of insight and practical guidance for colleagues.
NewRegional Sales Manager SarnovaRegional Sales ManagerSan Francisco, CAMinimum of 3 years of successful outside professional sales experience with documented annual achievement in one of the following areas: experience in EMS or Fire, healthcare revenue cycle management, medical billing, municipal sales, or healthcare technology is strongly preferred. The RSM is responsible for developing new business opportunities, identifying upcoming solicitations and contract opportunities, and presenting the Companys EMS billing and revenue cycle management solutions to prospective clients.
NewFederal SAP Concur Implementation Project Manager - Remote Censeo Consulting GroupFederal SAP Concur Implementation Project Manager - RemoteSan Francisco, CARemote$90,000–$140,000 / yearDefines agency’s change management and transition communication requirements and performance metrics with a focus on mitigating adoption risks and satisfying customer information needs Identify agency stakeholder groups, assess stakeholder information needs, and prepare communication planning materials outlining key messages, methods, and timing by stakeholder group. Censeo is seeking a consultant to serve as a Customer Engagement Manager to support the GSA and other federal client agencies by providing customer engagement and operations planning support to customer agencies transitioning to the GO.gov e-gov travel services (ETS) shared service.
NewAssurance Director Bdo ConsultingAssurance DirectorSan Francisco, CA$180,000–$265,000 / yearBusiness Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
NewBusiness Development Manager Vistra - Property ManagementBusiness Development ManagerSan Francisco, CARemoteYou will be responsible for identifying, pursuing, and closing high-value enterprise opportunities across Multi-Country Payroll (MCP) — building meaningful commercial relationships with HR, Finance, Payroll and C-suite decision-makers in multinational organisations. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business – to help our clients achieve progress without friction.
NewSenior Product Manager - Remote IntradoSenior Product Manager - RemoteSan Francisco, CARemote$120,000–$150,000 / yearWorking within Intrado’s product operating model, you will partner closely with Sales, Customer Success, Engineering, Network Operations, Product Operations, Regulatory Affairs, and telecommunications service providers to define and deliver solutions that meet evolving customer, industry, and regulatory requirements. The ideal candidate brings experience in telecommunications, emergency communications, or network-based services and has a strong understanding of Wireline, VoIP, NG911, location information services, and the public safety ecosystem.
Sr. Client Service Associate/ Sr. Client Service Manager Wealth Enhancement Group LLCSr. Client Service Associate/ Sr. Client Service ManagerWalnut Creek, CA$100,000–$120,000 / yearWEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices.
Senior Client Service Manager, Relationship Management Retirement Plan Services The Charles Schwab CorpSenior Client Service Manager, Relationship Management Retirement Plan ServicesSan Francisco, CAThis role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support. As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab''s relationships with plan sponsors and plan participants.
Client Services Manager HeffernanClient Services ManagerWalnut Creek, California$90,000–$110,000 / yearThe Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division’s clients and to the Advisors the Client Service Manager supports in the Division. Create, send, process, and follow up on all client paperwork (applications, investment advisory agreements, Investment Policy Statements, etc.) Send client all necessary supplemental/disclosure paperwork.
Client Services Manager Scion Staffing IncClient Services ManagerWalnut Creek, CA$100,000–$110,000 / yearWorking closely with senior team members, the Client Services Manager will help oversee a portfolio of client accounts and serve as an important point of coordination between clients, internal staff, and outside professional partners. This position is ideal for a seasoned financial services professional who enjoys building trusted client relationships, managing detailed account information, and keeping complex administrative processes organized and moving forward.
Patent Client Services Manager SourcePro SearchPatent Client Services ManagerSan Francisco, CaliforniaReporting to the Senior Patent Practice Support Manager, the ideal candidate will have a minimum of eight (8) years of relevant work experience in a patent prosecution practice and at least two (2) years of relevant leadership work experience. Responsibilities: Provide daily oversight and mentoring to Patent Client Services Administrators (and leads) and Patent Practice Assistants, in the areas of workflow coordination, quality, and training.