NewREMOTE - Senior Tax Manager - Private Client Services JobotREMOTE - Senior Tax Manager - Private Client ServicesSan Jose, 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.
Case Manager (Supported Living Disability Services) ToolworksCase Manager (Supported Living Disability Services)SF, CA$70,304–$71,991 / yearFull timeOur Community Living Department is seeking a dedicated and dynamic Case Manager for our Supported Living Program, serving the San Francisco, San Mateo, and East Bay Areas. As a Program Case Manager, you will be at the heart of our mission, overseeing 6-8 Supported Living cases and ensuring that our clients lead fulfilling lives in the communities of their choice.
NewService Account Manager JobotService Account ManagerSunnyvale, CA$135,000–$170,000 / 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. For decades, they have specialized in engineering, construction, design-build, prefabrication, and facility services across sectors including healthcare, data centers, aviation, education, government, and large-scale commercial projects.
NewAssociate Attorney -- Student Services and Disabilities (2-5 years) JobotAssociate Attorney -- Student Services and Disabilities (2-5 years)Pleasanton, CA$150,000–$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. 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.
NewSr. Product Manager, Global Token Services Visa Technology and Operations LLCSr. Product Manager, Global Token ServicesFoster City, CA$169,100–$270,800 / yearVisa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. • Successful demonstration of product delivery in either or both Agile (e.g., scrum) and waterfall software development methodologies • Ability to lead, drive consensus and deliver in a matrix organization with multiple stakeholders.
NewHVAC Service Contracts Rep JobotHVAC Service Contracts RepAlameda, CA$85,000–$115,000 / 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. You will coordinate initial PMA visits, communicate with customers about scheduling and site requirements, support data accuracy, and help ensure renewals and retention efforts are handled professionally and on time.
NewCustomer Service Manager (Manufacturing) Davron LLCCustomer Service Manager (Manufacturing)Fremont, CAWith over 30 years of success, a strong team-oriented culture, and partnerships with high-profile clients in industries such as automotive, aerospace, and advanced manufacturing, this is an exciting opportunity to make a meaningful impact while working alongside professionals who value safety, quality, teamwork, customer service, and continuous improvement. CUSTOMER SERVICE MANAGER | CUSTOMER EXPERIENCE MANAGER | ACCOUNT MANAGER | ERP SYSTEMS | EPICOR | PRECISION MANUFACTURING | AEROSPACE MANUFACTURING | SEMICONDUCTOR MANUFACTURING | MEDICAL MANUFACTURING | CUSTOMER RELATIONSHIP MANAGEMENT | TEAM LEADERSHIP | CONTINUOUS IMPROVEMENT.
NewLife Coach, Tailored Day Services Hope ServicesLife Coach, Tailored Day ServicesSan Jose, CAWhile performing the duties of this job, the employee is required to engage in extensive travel around town and in the consumer community; driving and use of public transportation where possible; exposure to climatic conditions, heat, cold, humidity, dampness, sun, pollens; lifting/carrying supplies for consumers to and from locations, walking, standing, pushing/pulling equipment and wheelchairs, visual/auditory acuity while supporting consumer in the community; position is community based and in local and consumer home community, climbing stairs to reach the consumer is occasionally necessary; work alone as well as closely with others, sitting for periods of time in meetings and use of office environment; produce work on computers/office equipment. Travel with and/or transport client throughout the local community.5.Develop and expand consumer participation in typical and generic community activities chosen by the consumer, transport the consumer to various community locations.6.Act as advocate on behalf of consumers served.7.Complete required forms and accountability documentation, incident reports, case recordings, IPPs and other required documentation.8.Maintain a professional relationship with consumers, family members, coworkers and others.
Freelance Luxury Client Advisor AtriumFreelance Luxury Client AdvisorSan Jose, CA$30–$35 / hourTheir boutiques offer a refined, client-first experience that emphasizes authenticity, service, and long-term relationships, and they are looking for a Freelance Luxury Client Advisor for their San Jose location. Guided by our Applicant-Centric™ approach, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated.
NewTax Manager JobotTax ManagerSan Jose, 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. Founded over two decades ago and based in San Jose, with other offices supporting clients throughout California and across the United States, we are a full-service public accounting firm specializing in tax, consulting, and advisory services.
NewSenior Tax Manager JobotSenior Tax ManagerSan Jose, CA$200,000–$275,000 / 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're seeking a Senior Tax Manager to lead and expand our flow‑through tax practice, working primarily with complex partnerships, LLCs, and S‑corporations.
Account Manager - Santa Rosa Impact Floors of TexasAccount Manager - Santa RosaUnion City, CA$50,000–$85,000 / yearToday, management companies and property managers trust our outstanding customer service and quick installation every time they need new flooring installed. Experience selling products and services to multifamily property management companies or working for multifamily property management companies preferred.
Product Manager Visa Technology and Operations LLCProduct ManagerFoster City, CA$146,200–$233,700 / yearSolution Delivery: Contribute to product discovery, working closely with Product leaders, Data Scientists, UX teams and other stakeholders to establish a clear understanding of the target users’, pain points to ensure solutions meet the required product outcomes. Accountabilities: Strategy, Planning and Prioritisation: Work with product leaders to understand product area vision and goals, communicating with stakeholders and working with product engineering teams to ensure that the team maintains a cohesive vision and delivers outcomes that are aligned to goals.
Operations Manager III Pinnacle Technical ResourcesOperations Manager IIICupertino,, California$60–$70 / hourContractorThis includes collaborating closely with cross-functional teams to detect, mitigate, and prevent fraud and scam activity impacting client’s store credit and gift card products and, while supporting key projects designed to safeguard client’s customers. The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.
NewClinic Administrative and Compliance Manager - Health Access Point Rafiki CoalitionClinic Administrative and Compliance Manager - Health Access PointSan Francisco, CA$85,000–$95,000 / yearCover Letter describing: Your experience managing clinic operations in regulated healthcare settings, including oversight of specimen collection or biohazard-related workflows, How you ensure safety, compliance, and operational efficiency. This role ensures that clinic operations run smoothly, services are delivered in alignment with program goals, and staff are supported to provide high-quality, culturally responsive care.
NewCommercial Construction Project Manager HITT ContractingCommercial Construction Project ManagerSanta Clara, CA$106,480–$145,200 / yearThe PM provides leadership and serves as the liaison between project team members to promote the interest of both the business and clients in all matters, as well as demonstrate the characteristics of a mid-level leader. Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.
Senior Private Banker BMO FinancialSenior Private BankerSan Francisco, CA$122,400–$228,000 / yearApplication Deadline: 08/30/2026 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
Account Manager - Peninsula Impact Floors of TexasAccount Manager - PeninsulaUnion City, CA$50,000–$85,000 / yearToday, management companies and property managers trust our outstanding customer service and quick installation every time they need new flooring installed. Experience selling products and services to multifamily property management companies or working for multifamily property management companies preferred.
IT Manager - Oakland, CA Epik SolutionsIT Manager - Oakland, CAOakland, CA$75–$85 / yearFull timeManages and participates in projects performing comprehensive systems analysis to design and develop new systems and enhancements in assigned technology area; consults, confers, and coordinates activities with users, staff from various departments, outside agencies, and vendors to resolve program, system, operational, and procedural problems; analyzes problems and recommends courses of action. Stays abreast of changing laws, regulations and procedures pertaining to information services and technology best practices and regulatory compliance requirements; communicates business implications, and impact to all key stakeholders including the Board of Directors, executive management, other District staff, and various public and private entities.
NewPhysician - Accepting H1B Applications -Mowry I Clinic Bay Area Community HealthPhysician - Accepting H1B Applications -Mowry I ClinicFremont, CAThe Physician also provides oversight of clinical support staff (i.e. Midlevel Practitioners, Medical Assistants and Nursing staff) and handles operational issues on the clinical floor to ensure continuity of services and a smooth patient flow. Job Description Description Overall Summary As part of a multi-disciplinary team of healthcare providers under the leadership of the Chief Medical Officer, the Family Practice Physician works to achieve the organizational goals of Bay Area Community Health through the delivery of primary medical and educational care in a patient-centered environment.
NewPhysician - Accepting H1B Applications - Liberty Clinic Bay Area Community HealthPhysician - Accepting H1B Applications - Liberty ClinicFremont, CAThe Physician also provides oversight of clinical support staff (i.e. Midlevel Practitioners, Medical Assistants and Nursing staff) and handles operational issues on the clinical floor to ensure continuity of services and a smooth patient flow. Job Description Description Overall Summary As part of a multi-disciplinary team of healthcare providers under the leadership of the Chief Medical Officer, the Family Practice Physician works to achieve the organizational goals of Bay Area Community Health through the delivery of primary medical and educational care in a patient-centered environment.
NewFamily Med Physician - Accepting H1B Applications - Liberty Clinic Bay Area Community HealthFamily Med Physician - Accepting H1B Applications - Liberty ClinicFremont, CAThe Physician also provides oversight of clinical support staff (i.e. Midlevel Practitioners, Medical Assistants and Nursing staff) and handles operational issues on the clinical floor to ensure continuity of services and a smooth patient flow. Job Description Description Overall Summary As part of a multi-disciplinary team of healthcare providers under the leadership of the Chief Medical Officer, the Family Practice Physician works to achieve the organizational goals of Bay Area Community Health through the delivery of primary medical and educational care in a patient-centered environment.
NewPhysician -BACH Family Clinic Bay Area Community HealthPhysician -BACH Family ClinicSan Jose, CAThe Physician also provides oversight of clinical support staff (i.e. Midlevel Practitioners, Medical Assistants and Nursing staff) and handles operational issues on the clinical floor to ensure continuity of services and a smooth patient flow. Job Description Description Overall Summary As part of a multi-disciplinary team of healthcare providers under the leadership of the Chief Medical Officer, the Family Practice Physician works to achieve the organizational goals of Bay Area Community Health through the delivery of primary medical and educational care in a patient-centered environment.
NewPhysician with $25k Signon Bonus - Irvington Dave I Bay Area Community HealthPhysician with $25k Signon Bonus - Irvington Dave IFremont, CAThe Physician also provides oversight of clinical support staff (i.e. Midlevel Practitioners, Medical Assistants and Nursing staff) and handles operational issues on the clinical floor to ensure continuity of services and a smooth patient flow. Job Description Description Overall Summary As part of a multi-disciplinary team of healthcare providers under the leadership of the Chief Medical Officer, the Family Practice Physician works to achieve the organizational goals of Bay Area Community Health through the delivery of primary medical and educational care in a patient-centered environment.
NewPhysician - Accepting H1B Applications -Story Road Clinic Bay Area Community HealthPhysician - Accepting H1B Applications -Story Road ClinicSan Jose, CAThe Physician also provides oversight of clinical support staff (i.e. Midlevel Practitioners, Medical Assistants and Nursing staff) and handles operational issues on the clinical floor to ensure continuity of services and a smooth patient flow. Job Description Description Overall Summary As part of a multi-disciplinary team of healthcare providers under the leadership of the Chief Medical Officer, the Family Practice Physician works to achieve the organizational goals of Bay Area Community Health through the delivery of primary medical and educational care in a patient-centered environment.
NewPhysician - Accepting H1B Applications - Mckee Clinic Bay Area Community HealthPhysician - Accepting H1B Applications - Mckee ClinicSan Jose, CAThe Physician also provides oversight of clinical support staff (i.e. Midlevel Practitioners, Medical Assistants and Nursing staff) and handles operational issues on the clinical floor to ensure continuity of services and a smooth patient flow. Job Description Description Overall Summary As part of a multi-disciplinary team of healthcare providers under the leadership of the Chief Medical Officer, the Family Practice Physician works to achieve the organizational goals of Bay Area Community Health through the delivery of primary medical and educational care in a patient-centered environment.
NewFamily Med Physician - Accepting H1B Applications - Mckee Clinic Bay Area Community HealthFamily Med Physician - Accepting H1B Applications - Mckee ClinicSan Jose, CAThe Physician also provides oversight of clinical support staff (i.e. Midlevel Practitioners, Medical Assistants and Nursing staff) and handles operational issues on the clinical floor to ensure continuity of services and a smooth patient flow. Job Description Description Overall Summary As part of a multi-disciplinary team of healthcare providers under the leadership of the Chief Medical Officer, the Family Practice Physician works to achieve the organizational goals of Bay Area Community Health through the delivery of primary medical and educational care in a patient-centered environment.
NewPhysician - Accepting H1B Applications -Gilroy Clinic Bay Area Community HealthPhysician - Accepting H1B Applications -Gilroy ClinicGilroy, CAThe Physician also provides oversight of clinical support staff (i.e. Midlevel Practitioners, Medical Assistants and Nursing staff) and handles operational issues on the clinical floor to ensure continuity of services and a smooth patient flow. Job Description Description Overall Summary As part of a multi-disciplinary team of healthcare providers under the leadership of the Chief Medical Officer, the Family Practice Physician works to achieve the organizational goals of Bay Area Community Health through the delivery of primary medical and educational care in a patient-centered environment.
NewPhysician - Accepting H1B Applications -Monterey Plaza Bay Area Community HealthPhysician - Accepting H1B Applications -Monterey PlazaSan Jose, CAThe Physician also provides oversight of clinical support staff (i.e. Midlevel Practitioners, Medical Assistants and Nursing staff) and handles operational issues on the clinical floor to ensure continuity of services and a smooth patient flow. Job Description Description Overall Summary As part of a multi-disciplinary team of healthcare providers under the leadership of the Chief Medical Officer, the Family Practice Physician works to achieve the organizational goals of Bay Area Community Health through the delivery of primary medical and educational care in a patient-centered environment.
NewPhysician - Accepting H1B Applications -Mobile Van II School Base Bay Area Community HealthPhysician - Accepting H1B Applications -Mobile Van II School BaseFremont, CAThe Physician also provides oversight of clinical support staff (i.e. Midlevel Practitioners, Medical Assistants and Nursing staff) and handles operational issues on the clinical floor to ensure continuity of services and a smooth patient flow. Job Description Description Overall Summary As part of a multi-disciplinary team of healthcare providers under the leadership of the Chief Medical Officer, the Family Practice Physician works to achieve the organizational goals of Bay Area Community Health through the delivery of primary medical and educational care in a patient-centered environment.
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.
NewPrivate Wealth, Client Services Manager (West Coast) Citizens Financial Group IncPrivate Wealth, Client Services Manager (West Coast)San Francisco, CA$112,000–$168,000 / yearHire, train, manage and lead a highly effective Client Service Team to ensure an exceptional client experience is consistently delivered to both internal and external clients (hiring, terminations, performance management, career development, mid/year-end reviews, etc.). As a Client Service Manager, ideal candidates will have a minimum of five years experience in the financial industry working with high net worth individuals and families and have an advanced understanding of industry regulations and compliance issues.
NewClient Services Associate (Mailroom & Office) SPS-North AmericaClient Services Associate (Mailroom & Office)Sunnyvale, CaliforniaIn North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally.
Client Services Associate-Shipping and Receiving SPS-North AmericaClient Services Associate-Shipping and ReceivingMountain View, CAThe Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies.
Client Services Associate I BillionToOne IncClient Services Associate IUnion City, CABenefits And Perks: Working alongside brilliant, kind, passionate and dedicated colleagues, in an empowering environment, toward a global vision, striving for a future in which transformative molecular diagnostics can help millions of patients. The Client Services Associate I holds a pivotal role in the organization and will act as the face of BillionToOne for our customers, including physicians, OB/GYN clinics, auxiliary staff, and patients.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesCA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Managing Client Services Director (Water/Wastewater/Infrastructure) Brown and Caldwell IncManaging Client Services Director (Water/Wastewater/Infrastructure)San Francisco, CA$177,000–$264,000 / yearIn the event a recruiter or agency submits a resume or candidate without a previously signed agreement and approved engagement request with Brown and Caldwell, Brown and Caldwell reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. This role is designed for an experienced relationship leader who understands municipal operations, major capital program funding and delivery, and the challenges of affordability, regulatory compliance, and community expectations.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesSan Francisco, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
Senior Client Service Manager, Client Experience Wilson Sonsini Goodrich & Rosati, Professional CorporationSenior Client Service Manager, Client ExperiencePalo Alto, CaliforniaWith the Director of Client Service, assist in leading the firm’s feedback ecosystem, orchestrating the end-to-end client feedback lifecycle, conducting traditional qualitative interviews and overseeing sophisticated survey programs to capture a 360-degree view of the client experience. The actual base pay offered will depend upon a variety of factors, including but not limited to the selected candidate’s qualifications, years of relevant experience, level of education, professional certifications and licenses, and work location.
Client Services Analyst I SS&C Technologies Holdings IncClient Services Analyst ISan Francisco, CARegardless of the platform you support, you'll be at the forefront of client success-resolving technical issues, guiding product usage, and building strong relationships with key personnel at hedge funds, asset managers, and other financial institutions. Collaborate Across Teams: Work closely with internal teams-including Professional Services, Product Management, and Product Development -to ensure seamless client experiences.
Patent Client Services Administrator Fenwick & West LLPPatent Client Services AdministratorCA$94,000–$141,250 / yearAssist with the drafting and e-filing of various legal documents in the U.S. Patent & Trademark Office (PTO) related to patent prosecution of applications including, but not limited to, office action amendments and responses, requests for continued examination, continuation and divisional applications, information disclosure statements, supplemental application data sheets, sequence listings, extensions of time, terminal disclaimers, various petitions, notices of appeal, appeal briefs, corrected drawings, assignment recordations, post-grant proceedings and other documents as required. The Patent Client Services Administrator will ensure quality service and will maintain a harmonious working relationship with lawyers, management, supervisors, co-workers, and clients by ensuring effective and efficient workflows and working ahead of all deadlines.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesSan Jose, 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.
Client Services Specialist – Financial Services All Financial FreedomClient Services Specialist – Financial ServicesHillsborough, CA$70,000–$75,000The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
NewClient Service Manager PalAmerican SecurityClient Service ManagerSan Jose, CA$85–$105As a Client Services Manager, you will play a crucial role in supervising and supporting security staff, maintaining client relationships, and ensuring the highest level of service delivery. At PalAmerican Security, our CARE Culture is the cornerstone of our people-first approach and is embodied in every interaction: Curious – We embrace continuous learning and encourage team members to seek opportunities for growth and innovation.
NewClient Service Manager SF PalAmerican SecurityClient Service Manager SFSan Francisco, CA$90,000–$100,000As a Client Services Manager, you will play a crucial role in supervising and supporting security staff, maintaining client relationships, and ensuring the highest level of service delivery. At PalAmerican Security, our CARE Culture is the cornerstone of our people-first approach and is embodied in every interaction: Curious – We embrace continuous learning and encourage team members to seek opportunities for growth and innovation.
NewClient Service Manager Wilson Sonsini Goodrich & Rosati, Professional CorporationClient Service ManagerPalo Alto, CaliforniaDemonstrated ability to build strong working relationships across all levels of the organization and work effectively both independently and with others in a cooperative, enthusiastic and friendly manner to accomplish position functions and participate in team efforts. The actual base pay offered will depend upon a variety of factors, including but not limited to the selected candidate’s qualifications, years of relevant experience, level of education, professional certifications and licenses, and work location.
Senior Client Service Manager, SVP Citigroup IncSenior Client Service Manager, SVPSan Francisco, CA$163,600–$245,400 / yearCoordinate "SWAT" resources for both domestic and international Advisors who are new to Citi and need support in transferring client book to Citi (resources may or may not report directly to this role, however, this role will coordinate time, effort and collaboration with sales teams and leadership). Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices.
Client Services Associate TransPerfect IncClient Services AssociateCAIn this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion.
Tax Experienced Manager, Private Client Services BDO USA PCTax Experienced Manager, Private Client ServicesSan Jose, 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.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesSan Jose, CA$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.