Manager, Client Relationship Support - San Mateo, CA Charles SchwabManager, Client Relationship Support - San Mateo, CASan Mateo, CAWith direct exposure to both client interactions and operational leadership, you’ll build a well-rounded skill set that strengthens your ability to influence client outcomes, optimize. Ability to build and deepen trusted client relationships through proactive communication, responsiveness, and a focus on delivering consistent, high-quality experiences.
Sr. Relationship Manager JobotSr. Relationship ManagerCosta Mesa, CA$130,000–$210,000 / yearActively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and update all credit loan files and loan agreements to ensure that they are complete an accurate according to policy. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewRelationship Manager I City National BankRelationship Manager IPleasanton, CARemote$65,296–$104,304 / yearKey measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism. Capture holistic view of client’s needs – draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit.
HVAC Mechanical Project Manager JobotHVAC Mechanical Project ManagerFremont, CA$100,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role offers the opportunity to manage complex, high impact Building Automation System projects across innovative sectors including biotech, high tech, retrofit, and sustainable building initiatives.
Tax Manager JobotTax ManagerSan Diego, CA$90,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are looking to add an experienced Senior Tax Accountant who enjoys working directly with clients, managing a diverse portfolio, and being part of a collaborative firm where their work is visible and valued.
Project Manager JobotProject ManagerNewport Beach, CA$130,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Whether it is office space upgrades, or technical infrastructure rework, our reliable and highly skilled team is able to provide fast and quality support.
NewRelationship Manager Senior CB City National BankRelationship Manager Senior CBLong Beach, CARemote$122,535–$208,715 / yearRelationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesSan Francisco, CA$112,000–$150,000 / yearA Tax 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. 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.
NewClient Success Manager Larkin Benefit AdministratorsClient Success ManagerSan Francisco, CA$70,000–$107,640 / yearUse good judgement to work with internal stakeholders to resolve internal and external escalations, which may involve challenging conversations and collaboration to address issues and determine solutions, resulting in stronger internal and external relationships. Serve as the main point of contact and project manager for both cross functional internal teams as needed and external teams during the implementation and ongoing partnership and confirm alignment throughout implementation to ensure success (e.g.
NewClient Account Manager CFSClient Account ManagerTulare, CA$80,000–$100,000 / yearClientAccountManager #CustomerSuccessJobs #AccountManagementJobs #ClientServicesJobs #EducationIndustryJobs. • Build long-term partnerships with clients in the education sector and contribute to meaningful outcomes.
Senior Tax Manager - HNW Advisory (REMOTE) JobotSenior Tax Manager - HNW Advisory (REMOTE)Irvine, CARemote$140,000–$170,000 / yearWe serve over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance. We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology.
NewSr Tax Manager Partner Track JobotSr Tax Manager Partner TrackSan Mateo, CA$180,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Senior Tax Manager, you'll serve as a trusted advisor to clients while leading tax engagements and mentoring the next generation of professionals.
Senior Tax Manager JobotSenior Tax ManagerSan Mateo, CA$170,000–$200,000 / yearThis role is well suited for a Tax Manager, Senior Tax Manager, or Tax Director who enjoys working directly with high-net-worth clients and sophisticated trust and estate matters and is seeking a long-term leadership opportunity with a pathway to firm ownership. Established boutique CPA firm with a longstanding reputation for serving high-net-worth individuals, families, trusts, estates, and closely held businesses is seeking an experienced Senior Tax Manager to join its leadership team.
CAS Manager JobotCAS ManagerTorrance, CA$100,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
BAS Project Manager JobotBAS Project ManagerSan Jose, CA$140,000–$170,000 / yearWe are a leading provider of comprehensive facility solutions, specializing in commercial Mechanical, Electrical, and Plumbing (MEP) services, sheet metal construction, preventive maintenance, building automation, energy management, and more. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
General Manager (Luxury Residential Construction) JobotGeneral Manager (Luxury Residential Construction)San Francisco, CA$230,000–$250,000 / yearAn established, highly respected luxury residential builder is seeking an exceptional Director of Operations / General Manager to lead the operational side of a growing organization known for delivering some of the region's most architecturally significant custom homes. You'll become the CEO's trusted business partner, overseeing project delivery, leading construction operations, developing high-performing teams, improving systems, and helping shape the next phase of company growth.
Manager, Global Executive & Private Clients - Japanese Practice (NYM) KPMGManager, Global Executive & Private Clients - Japanese Practice (NYM)Los Angeles, CA$107,160–$226,320 / yearBachelor's degree in accounting or other business related field of study from an accredited college/university; licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Assist clients in operating their payrolls in the United States and around the world, including preparing tax withholding calculations (for example, gross-up calculations), reporting and collecting compensation information, and structuring international compensation packages supporting executives working in multiple jurisdictions.
NewVC Audit Manager JobotVC Audit ManagerSan Francisco, CA$140,000–$185,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our Venture Capital Fund Audit team has built a reputation as a leading service provider within the venture fund ecosystem, working with clients across the country and in major financial markets around the world.
Commercial HVAC Project Manager JobotCommercial HVAC Project ManagerAlameda, CA$140,000–$180,000 / yearThe role includes promoting and finalizing sales (estimating, conceptual design, proposals, presentations, and contract negotiations), preparing and controlling budgets, managing trade execution, producing required project documentation, and maintaining strong client and vendor relationships throughout project delivery. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
100% REMOTE Regional Sales Manager - California- FOOD SALES REQUIRED Jobot100% REMOTE Regional Sales Manager - California- FOOD SALES REQUIREDHuntington Beach, CARemote$90,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have a proven track record in food sales, specifically within the protein sector, and a thorough understanding of ethnic markets and regional accounts.