REMOTE - Senior Tax Manager - Private Client Services JobotREMOTE - Senior Tax Manager - Private Client ServicesPalo Alto, 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.
Sr. 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.
NewManager, SAP S4 Public Cloud Professional Services Automation (PSA) KPMGManager, SAP S4 Public Cloud Professional Services Automation (PSA)San Francisco, CA$145,350–$253,230 / yearExperience supporting at least two full lifecycle SAP implementation focused on Solution Order Management, Subscription Billing, Service Contracts, Enterprise Portfolio and Project Management (EPPM), and Professional Services Automation, with ability to contribute to workshops, assist in defining business-centric solutions, and support integration with related modules such as Sales, Finance, and Service Delivery. Qualifications: Minimum six years of recent external management consulting experience with a focus on hybrid business model transformation, including at least two full lifecycles SAP S/4HANA Public Cloud implementation in Enterprise Portfolio and Project Management (EPPM), Solution Order Management and/or Professional Services Automation, with demonstrated ability to support stakeholder engagement and contribute to business strategy and outcomes.
NewSenior Manager, Employment Tax Services (NYM) KPMGSenior Manager, Employment Tax Services (NYM)San Francisco, CA$123,975–$283,245 / yearLicensed CPA, JD/LLM, Enrolled Agent or CPP, 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. Qualifications: Minimum six years of recent experience performing tax research and providing technical advice on multi-state tax issues; minimum eight years of recent experience in payroll and unemployment tax.
NewSr. Business Development & Construction Services Manager Davron LLCSr. Business Development & Construction Services ManagerPleasant Hill, CAHEAD OF CONSTRUCTION DEVELOPMENT | DIRECTOR OF CONSTRUCTION | CONSTRUCTION EXECUTIVE | HEAVY CIVIL | SITE WORK | REMEDIAL CONSTRUCTION | ENVIRONMENTAL CONSTRUCTION | BUSINESS DEVELOPMENT | CLIENT RELATIONSHIPS | COST ESTIMATING | PROJECT DELIVERY | SAN FRANCISCO BAY AREA . This is an exciting senior leadership opportunity for a seasoned, client-facing construction professional who wants the smaller-company feel, strong executive influence, and ability to shape long-term growth while working with a supportive team that values culture, recognition, and work-life balance.
NewManager or Senior Manager, Financial Services Valuation (NYM) KPMGManager or Senior Manager, Financial Services Valuation (NYM)San Francisco, CA$120,745–$243,915 / yearResponsibilities: Manage and deliver valuation services related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more. Perform and/or review detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions; analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions.
NewManager, Accounting Advisory Services KPMGManager, Accounting Advisory ServicesSan Francisco, CA$131,005–$251,965 / yearAssist with Securities Exchange Commission (SEC) regulatory filings for spin-offs, carve-outs, initial public offerings (IPO), debt offerings and other acquisition filings for both domestic and cross-border transactions. Give transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, complex capital raising and financing structures, financial instruments, revenue recognition and provide fresh-start accounting support to clients upon emergence from bankruptcy.
NewPsychologist - Hospital Consult Liaison Services Kaiser PermanentePsychologist - Hospital Consult Liaison ServicesWalnut Creek, CA$70.99May supervise Post Masters Fellows, Associate Clinical Social Workers, Associate Marriage Family Therapists or Associate Professional Clinical Counselors as needed if supervision course is completed. Utilizes resources of public and private agencies and community organizations to meet the needs of the members treatment to include referral of the member and/or members family to external resources, as appropriate.
NewHome Delivered Services Program Specialist VivalonHome Delivered Services Program SpecialistSan Rafael, CAWe’re looking for a Home Delivered Services Program Specialist to join our frontline team and help bring connection, care, and nutritious meals to homebound older adults through our Meals on Wheels program. Named one of the North Bay’s Best Places to Work nine times and the 2025 “Best Social Organization” by the Marin Independent Journal , Vivalon is a place where purpose meets people.
NewPsychologist - Intensive Services Crisis Response Team Kaiser PermanentePsychologist - Intensive Services Crisis Response TeamWalnut Creek, CA$70.99May supervise Post Masters Fellows, Associate Clinical Social Workers, Associate Marriage Family Therapists or Associate Professional Clinical Counselors as needed if supervision course is completed. Utilizes resources of public and private agencies and community organizations to meet the needs of the members treatment to include referral of the member and/or members family to external resources, as appropriate.
Associate 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.
NewRelationship Manager - Wealth Management Kforce Inc.Relationship Manager - Wealth ManagementSan Francisco, CA$130,000–$135,000Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.
NewSenior Manager, Compensation & Benefits KPMGSenior Manager, Compensation & BenefitsSan Francisco, CA$136,325–$312,340 / yearLicensed CPA, EA, JD/LLM or completion of one of the advanced degrees or professional designations: MBA, Associate of the Society of Actuaries (ASOA), Engineering News-Record (ENR) American College Testing (ACT), Fellow of the Society of Actuaries (FSA), Certified Benefits Professional (CBP), Certified Compensation Professional (CCP), Certified Employee Benefit Specialist (CEBS), Certified Payroll Professional (CPP), Global Professional in Human Resources (GPHR), Professional in Human Resources (PHR) or Senior Professional in Human Resources (SPHR), 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. Deliver and manage a team focused on assisting our clients through a corporate transaction event (such as merger and acquisition, divestiture, IPO) from a tax and operational perspective focused on employee reward which includes, but is not limited to, identifying and analyzing tax and operational matters that may contribute to tax exposure, drafting technical memorandums, mapping and designing post-transaction operational processes and compliance, executive and employee communications, post-transaction integration of compensation, benefits and share-based compensation programs worldwide; perform above responsibilities outside deal context to the extent necessary.
NewManager, Compensation & Benefits Tax KPMGManager, Compensation & Benefits TaxSan Francisco, CA$89,395–$227,700 / yearLicensed CPA, EA, JD/LLM or completion of one of the advanced degrees or professional designations: MBA, Associate of the Society of Actuaries (ASOA), Engineering News-Record (ENR) American College Testing (ACT), Fellow of the Society of Actuaries (FSA), Certified Benefits Professional (CBP), Certified Compensation Professional (CCP), Certified Employee Benefit Specialist (CEBS), Certified Payroll Professional (CPP), Global Professional in Human Resources (GPHR), Professional in Human Resources (PHR) or Senior Professional in Human Resources (SPHR), 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. Minimum five years of recent experience in federal tax with employer benefit strategies; preferred experience in at least three of following areas: total rewards and benefits, global compensation and equity sourcing and taxation, domestic and global employment tax compliance and consulting, Mergers and Acquisitions advisory, executive compensation and compensation integration, mobility tax compliance and consulting, corporate taxation, ASC 718, ASC 740, share-based compensation delivery and data and analytics.
Clinic 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.
NewDocument Review Manager KPMGDocument Review ManagerSan Francisco, CA$103,265–$206,540 / yearApplicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa) Master's degree from an accredited college or university is required. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewTax Manager Gables Search GroupTax ManagerSan Francisco, CAAssumes client service responsibility for clients the tax Supervising Senior works directly with or clients where the responsibility is delegated from the partner or manager. Works to develop responsible, trained staff by issuing performance evaluations, developing training aids, and acting as an instructor in professional development programs.
Customer Success Manager JobotCustomer Success ManagerSan Francisco, CA$120,000–$165,000 / 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.
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.
Private 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.
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.
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.
Senior Client Services Manager/Project Manager (Water Reuse) Brown and Caldwell IncSenior Client Services Manager/Project Manager (Water Reuse)Walnut Creek, CA$144,000–$196,000 / yearThey will be a strategic account leader responsible for defining and advancing multi-year growth strategies for priority clients and shapes client vision, aligns enterprise resources, and drives sustained revenue growth across service lines and markets with a focus on water reuse. Moreover, this role requires consistent success in expanding long-term client relationships, leading high-performing Client Service Teams (CSTs), shaping growth strategies, winning complex pursuits, and delivering high-quality, profitable programs.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesSan Mateo, 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.
Managing Client Services Director (Water/Wastewater/Infrastructure) Brown and Caldwell IncManaging Client Services Director (Water/Wastewater/Infrastructure)Walnut Creek, 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.
Group Product Manager, Client Services Maven ClinicGroup Product Manager, Client ServicesSan Francisco, CA$217,000–$255,000 / yearFounded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital. This role sits at the intersection of client needs and core product: working closely with Client Services and Growth to understand what clients need, identify when custom work is warranted, and own the build from decision through delivery.
Client Services Coordinator HomeWell Care ServicesClient Services CoordinatorSan Rafael, CaliforniaHomeWell Care Services, a California licensed Home Care Organization, is seeking to add a highly motivated self-starter to our growing and dynamic Client Services team. They will help drive agency growth and support care excellence by delivering exceptional customer service to our staff, clients, caregivers and referral partners.
Tax Manager, Private Client Services CroweTax Manager, Private Client ServicesSan Francisco, New YorkThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. If you are interested in applying for employment with Crowe and are in need of an accommodation or require special assistance to navigate our website or to complete your application, please visit our Applicant Assistance and Accommodations page for more information: https://careers.crowe.com/crowe-applicant-assistance-and-accommodation .
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.
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. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Client Services Coordinator Administrative and Marketing Cbre ValuationClient Services Coordinator Administrative and MarketingBurlingame, CAReviews marketing material specifications and acts as point of contact and liaison with centralized marketing, analysis and research groups to coordinate the completion and submission of financial, marketing and various client specific property data to incorporate into customized property information packages. Maintains CBRE brand, product, office and client messaging and consistency by applying templates to produce marketing materials including flyers, proposals, tour books, maps, floor plans and qualification packages.
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 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.
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 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.
NewTax Partner, Private Client Services AprioTax Partner, Private Client ServicesSan Francisco, CAAprio, LLP and Aprio Advisory Group, LLC operate in an alternative business structure, with Aprio Advisory Group, LLC providing non‑attest tax and consulting services, and Aprio, LLP providing CPA firm services. Position OverviewThe Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm's long‑term strategic direction.
Client 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.
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 Service Manager - Revenue UCSF Medical CenterClient Service Manager - RevenueSan Francisco, CAThe incumbent will interface directly with the Physician and Revenue Cycle Leadership teams to proactively research, identify, communicate, and assist in resolving operational and payor-related trends that impact the Client-specific and overall Professional Revenue Cycle. The University of California, San Francisco (UCSF) is a leading university dedicated to promoting health worldwide through advanced biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care.
Tax Senior Associate - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Associate - Private Client ServicesSan Francisco, CAAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Our 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.
Client Services Executive Bay FC JobsClient Services ExecutiveSan Francisco, CaliforniaThe Client Service Executive will be responsible for managing a segment of Bay FC’s General Season Ticket Members, including building strong client relationships, backend account management, collecting payments, and renewing and upselling accounts. Adopt a mindset of “unreasonable hospitality” to deliver incredible, personalized service and ensure each account has a great experience with Bay FC.
Client 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.
Client Service Coordinator AccentCare IncClient Service CoordinatorPetaluma, CA$24–$25 / hourOverview Client Service Coordinator / Personal Care Services Coverage Territory: Walnut Creek, Petaluma, Sacramento, San Jose, Modesto, Fresno. Were proud to be named one of Americas Greatest Workplaces 2025 by Newsweek - a reflection of our shared commitment to excellence, integrity and compassion as we shape the future of aging in place.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesWalnut Creek, 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.
Tax Experienced Manager, Private Client Services BDO USA PCTax 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.
Director of Client and Clinical Services Larkin Street Youth ServicesDirector of Client and Clinical ServicesSan Francisco, CA$110,000–$120,000 / yearIn collaboration with the Division Director of Client & Clinical Services, the Director of Client & Clinical Services will provide clinical consultation to program staff and Leadership to deepen staff use of best practices across Larkin Street, including utilizing strengths-based approaches, Trauma-Informed Care, Harm Reduction, and Restorative Practices to address mental health and/or substance use challenges when serving unhoused and/or marginally housed Transitional Age Youth (TAY). Develop and sustain partnerships, including promoting contacts, working relationships, and cooperative programs between Larkin Street's Wellness Department and other organizations involved in mental health, substance use, and harm reduction services serving TAY and adults, including with SFDPH, CBOs, and key providers in the TAY and Adult Systems of Care.
Investor Relations, Client Services Associate A-Frame SearchInvestor Relations, Client Services AssociateSan Francisco, CaliforniaRole: Investor Relations, Client Services Associate Location: San Francisco | Hybrid (4 days in, 1 remote) Industry: Asset Management / Financial Services Firm Style: Collaborative, fast-paced, and high-performing You’re a great fit if you: Have 4–6 years of experience within investment management or financial services. Assist with fund operations, including capital call and distribution processes and cash flow tracking.
Client Report Services - Performance Analyst CallanClient Report Services - Performance AnalystSan Francisco, OregonPrimary Duties: Data Collection and Evaluation: · Calculate returns using custodial statements · Reconcile returns with investment managers · Obtain client information from investment managers/recordkeepers · Generate portfolio characteristics · Verify dividends/capital changes Production of Investment Measurement Reports: · Interact with clients and consultants on report content · Check returns and analysis for content and reasonability · Respond to special requests · Obtain non-custodial information for mutual/commingled/real estate/private equity funds · Generate custom reports using various proprietary software programs Job Skills and Requirements Skills: · Be proficient in Microsoft Excel, Word, and Outlook · Excellent interpersonal, communication, and organization skills Characteristics: · Have a familiarity/interest in the institutional investment market · Be self-motivated, accurate, detail-oriented, and able to work independently while meeting numerous deadlines · Be able to thrive in an unstructured environment · Resourceful and have a great deal of patience · Strong desire to learn and drive to excel Education and Experience: · Bachelor’s degree required, preferably in finance, statistics, mathematics, or related degree · 0-2 years of professional work experience, preferably in finance or the investment industry. Our goal is to identify a candidate with a genuine interest in investments, data analysis, and reporting, has intellectual curiosity, strong project and time management skills and a true appreciation for the value of building strong, trusted relationships with clients and fellow Callan colleagues.
Tax Director - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Director - Private Client ServicesSan Francisco, CA$120,000–$250,000 / yearOur 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. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.