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.
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.
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.
Service 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.
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.
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.
NewTax Manager - Business Tax Services KPMGTax Manager - Business Tax ServicesSan Francisco, CA$107,160–$226,320 / yearLicensed CPA, EA or JD/LLM, 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. Work 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.
NewManager, Global Rewards Services - Compensation & Benefits KPMGManager, Global Rewards Services - Compensation & BenefitsSan 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.
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.
Life 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.
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.
Tax 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.
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.
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.
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.
Named Account Manager, Enterprise PlaidNamed Account Manager, EnterpriseSan Francisco, CA$171,600–$214,800 / yearYou’ll operate at the intersection of relationship management, commercial strategy, and product solutioning, partnering closely with Sales, Product, Engineering, and Support teams to deliver exceptional customer outcomes. You’ll serve as a trusted advisor, commercial partner, and cross-functional leader—helping customers maximize the value of Plaid while driving long-term growth for both our customers and Plaid.
NewTax Senior Manager, M&A Real Estate KPMGTax Senior Manager, M&A Real EstateSan Francisco, CA$133,095–$295,665 / yearBachelor's degree from an accredited college/university; licensed Certified Public Accountant (CPA), Enrolled Agent (EA) or Juris Doctor/Master of Laws (JD/LLM), 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. Structure the tax aspects of multinational global private equity real estate investments, including with respect to strategic mergers, acquisitions, joint ventures, dispositions, and Initial Public Offerings (IPOs), along with drafting tax opinions, memos, structure decks and Excel models illustrating the tax benefits of alternative structures.
NewSenior Manager, Pass‑Through Taxation KPMGSenior Manager, Pass‑Through TaxationSan Francisco, CA$153,425–$332,695 / yearBachelor's degree 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. Work 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.
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.
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.
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.
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.
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 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.
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.
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 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 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.
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.
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 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.
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 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.
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 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.
Client 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 Services Representative State Bank of India (California)Client Services RepresentativeFremont, CA$18.05–$22 / hourProcesses transactions within authorized limits, which includes check-cashing limits and obtains managerial approval on all required transactions; completes servicing transactions accurately and efficiently, which may include maintaining a cash drawer, cash handling and balancing. Essential Functions: Processes transactions timely and accurately including deposits, withdrawals, cash advances, stop payments, blocks, wire transfers, remittances and any other transactions needed by customers.
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.
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.
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 Coordinator AccentCare IncClient Service CoordinatorSan Jose, CAWe're proud to be named one of America's 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. You'll belong to a team that cares deeply for patients and each other; a team committed to consistently providing exceptional care.