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.
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.
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.
Home Loan Consultant - Financial Services Background Preferred Generations Home LoansHome Loan Consultant - Financial Services Background PreferredLodi, CA$100,000–$300,000 / yearYou will advise borrowers on loan options, affordability, qualification steps, and the broader financing process while working closely with agents and internal lending teams. This role is built around helping clients make informed home financing decisions while developing strong referral relationships in the real estate community.
NewCustom Shop Manager JobotCustom Shop ManagerModesto, CA$85,000–$125,000 / 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. Stay updated with latest trends and techniques in embroidery, heat transfer, and apparel production to ensure our custom shop remains at the forefront of the industry.
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.
Commercial Relationship Manager I-III Fresno First BankCommercial Relationship Manager I-IIIModesto, CA$100,000–$150,000 / yearAdvanced math skills: ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her portfolio; approves loan disbursements in accordance with agreements.
NewCommercial Route Manager Sprague Pest SolutionsCommercial Route ManagerMODESTO, CA$21–$26 / hourThis position reports to the Branch Manager and partners with Operations Managers, Sales Reps, and a team of Route Managers (technicians) to continually enhance client satisfaction and business operations. The Route Manager will develop professional relationships with clients to understand their unique business challenges, offer knowledgeable guidance, recommend actions, and solve a wide variety of pest management problems.
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.
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 -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 - 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 -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.
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.
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.
Sr. IT Client Services Support Specialist Danaher CorpSr. IT Client Services Support SpecialistLodi, CA$33.36–$38.46 / hourThe amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. 2+ years of experience supporting end‑user hardware, peripherals deployment, network support, MFP printers' administration and management, including vendor coordination.
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.
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.
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.
Client Accounting and Advisory Services (CAAS) Senior Associate Green Hasson & Janks LLPClient Accounting and Advisory Services (CAAS) Senior AssociateCA$81,500–$103,500 / yearOur firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
Senior Client Partner - Banking & Financial Services Inizio PartnersSenior Client Partner - Banking & Financial ServicesSan Jose, CaliforniaStrong problem-solving ability with the aptitude to identify strategic solutions to business problems with enterprise-wide implications as a trusted strategic partner to clients. Scout and scope new opportunities within the account by participating in client's review meetings – identify problem statements and map services and products to develop customized solutions.
Client Services Operations Support Representative I Performant Healthcare IncClient Services Operations Support Representative ILathrop, CARemote$17–$19 / hourRegularly sits at a desk during scheduled shift, uses office phone or headset provided by the Company for phone calls, making outbound calls and answering inbound return calls using an office phone system; views a computer monitor, types on a keyboard and uses a computer mouse. The Client Services Operations Support Representative I is, responsible for providing clerical support and efficient processing of high-volume transaction-oriented assignments for Performant's Healthcare Eligibility and Recovery Services business operations located in Lathrop, CA.
Client Service Coordinator AccentCare IncClient Service CoordinatorSan Jose, 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 Experienced Senior, Private Client Services BDO USA PCTax Experienced Senior, Private Client ServicesSan Jose, CA$96,000–$125,000 / yearA Tax Experienced Senior, Private Client Services (PCS) 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.
Tax Senior Associate, Private Client Services Baker Tilly Advisory Group, LPTax Senior Associate, Private Client ServicesSan Jose, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. What you will do: Be a trusted member of the engagement team providing various tax compliance and consulting services, primarily to private wealth and flow-through clients: Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies.
Client Services Operations Support Representative I PerformantClient Services Operations Support Representative ILathrop, CaliforniaRemoteRegularly sits at a desk during scheduled shift, uses office phone or headset provided by the Company for phone calls, making outbound calls and answering inbound return calls using an office phone system; views a computer monitor, types on a keyboard and uses a computer mouse. The Client Services Operations Support Representative I is, responsible for providing clerical support and efficient processing of high-volume transaction-oriented assignments for Performant’s Healthcare Eligibility and Recovery Services business operations located in Lathrop, CA.
NewTax Senior Associate - Private Client Services Baker Tilly Advisory Group, LPTax Senior Associate - Private Client ServicesSan Jose, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Digital Marketing & Creative Client Services Specialist connoisseurmediaDigital Marketing & Creative Client Services SpecialistSan Jose, CaliforniaConnoisseur Media’s San Jose stations, KBAY-FM (Bay Country 94.5) and KEZR-FM (MIX 106.5) , are searching for a hands-on Digital Marketing & Creative Client Services Specialist who thrives at the intersection of content, strategy, and client success. This is not a sit-back-and-watch role — you’ll be creating eye-catching visuals, launching and optimizing campaigns, producing multimedia content, and bringing brands to life across social, web, email, apps, and emerging digital platforms.
Work From Home - Client Services Representative AO Garcia AgencyWork From Home - Client Services RepresentativeSan Jose, CaliforniaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Incentives include but not limited to: • No cold calling • Qualified lead program • Advancement based on performance • Weekly pay • Mentorship and complete training • Industry leading tools and technology access • Work from home (web conference-based presentations) .
Tax Manager, Private Client Services/Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private Client Services/Private WealthSanta Clara, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Registered Client Service Associate - Ameriprise Financial Advisors - San Jose, CA AmeripriseRegistered Client Service Associate - Ameriprise Financial Advisors - San Jose, CASan Jose, CaliforniaAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Client Service Representative GoodVetsClient Service RepresentativeSan Jose, CaliforniaWe sit at the intersection of quality-first medicine and people-first culture, providing a supportive, growth-minded environment for our teams—and unparalleled service for today's pet parents. From managing phone calls and appointments to facilitating check-ins and check-outs, you’ll ensure every interaction reflects our values of warmth, professionalism, and empathy.
Client / Customer Service Manager - Fremont, CA Compass Group North AmericaClient / Customer Service Manager - Fremont, CAFremont, CA$76,500–$89,600 / yearPerform the job functions of the Route Driver position, when needed, including driving a company vehicle over an established route to deliver products, render services, and fill and maintain vending and related equipment. We combine food, service, and experience backed by industry-leading technology to help companies create a better workplace and connect their employees.
Client Service Specialist - Commercial Lines Relation Insurance Services, IncClient Service Specialist - Commercial LinesStockton, CA$15.38–$35.58 / hourThe 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. Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.
Service Delivery, Client Mgmt, Project Manager Tata Consultancy Services LtdService Delivery, Client Mgmt, Project ManagerSan Jose, CA$82,000–$130,000 / yearCross-Functional Coordination: Ability to effectively collaborate with internal teams (e.g., SOC, engineering, compliance) to meet client needs and resolve issues. Escalation Management: Skilled in effectively managing and resolving client escalations, ensuring timely resolution and client satisfaction.
Client Service Associate (San Jose, CA) Raymond James Financial IncClient Service Associate (San Jose, CA)San Jose, CA$45,000–$70,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateSan Jose, CA$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Remote Client Service Representative Entry Level CbRemote Client Service Representative Entry LevelConcord, CaliforniaRemoteWhat You’ll Do • Connect with individuals and families to understand their goals • Help clients get properly protected and organized financially • Walk clients through simple planning options (we train you) • Provide ongoing support and answer client questions • Work with a team and attend virtual trainings • Build relationships and create a positive client experience. What We Offer • Remote, flexible schedule • Entry-level opportunity — no experience needed • Full training provided • Licensing support program (if not already licensed) • Clear path for growth and leadership opportunities • Supportive team environment.
Veterinary Client Service Representative - Seasonal MedVetVeterinary Client Service Representative - SeasonalSan Jose, CaliforniaOur Client Service Representatives have the first interaction with our clients providing superior service to ensure client interactions are facilitated smoothly, compassionately and effectively throughout their MedVet Experience. We support our evening caregivers with lucrative shift differentials: -Hours worked between 8pm-11:59pm = base pay +$4/hour.
NewClient Service Coordinator Banfield Pet HospitalClient Service CoordinatorTracy, CA$16.93–$21.63 / hourThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
NewPart-Time Client Service Coordinator (Banfield Dublin East) Banfield Pet HospitalPart-Time Client Service Coordinator (Banfield Dublin East)Dublin, CA$19.24–$24.59 / hourThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference in the lives of pets and the clients we serve through client education and effective communication.
NewClient Service Coordinator - 000081 Banfield Pet HospitalClient Service Coordinator - 000081Modesto, CA$16.93–$21.63 / hourThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
NewClient Service Coordinator Hair Club for Men, LLCClient Service CoordinatorSan Jose, CA$20 / hourPart timeHairClub strives to foster an environment where our employees feel respected, valued and empowered, and our team members are at the forefront in helping us promote and sustain an inclusive workplace. Actively manages scheduling activities including advance booking, wait times, optimize schedule, service accuracy, appointment ticket accuracy, and appointment confirmations.
Client Service Associate Morgan StanleyClient Service AssociateSan Jose, CA$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
NewClient Service Coordinator HairClubClient Service CoordinatorSan Jose, CAHairClub strives to foster an environment where our employees feel respected, valued and empowered, and our team members are at the forefront in helping us promote and sustain an inclusive workplace. Actively manages scheduling activities including advance booking, wait times, optimize schedule, service accuracy, appointment ticket accuracy, and appointment confirmations.
Manager, Business Management Tax Services Armanino McKenna LLPManager, Business Management Tax ServicesCA$109,100–$148,500 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Review Corporate, Partnership, Trust, and Individual tax returns for entertainment industry professionals, athletes, high net worth, and family office clients, and all their related entities.
Senior Manager, Business Management Tax Services Armanino McKenna LLPSenior Manager, Business Management Tax ServicesSan Jose, CA$140,100–$190,900 / yearConduct online tax research • Accounting work needed for tax returns • Develop and nurture long-term relationships with client • Develop solutions for clients and champion the implementation of ideas • Review and confirm assignment objectives, scope and work plan with client • Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles • Anticipate, identify and resolves complex assignment issues • Seek regular client assessment of assignment progress and overall feedback on performance • Manage groups to ensure profitability in the short and long term • Support the partner team in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements • Support the partner team in the development and planning of practice unit strategy, objectives, and budgets • Identify and develop new initiatives to increase retention, meet resourcing needs, utilization and people development • Build on strong coaching skills to mentor key talent • Share and transfer knowledge and skills to the team • Engage in ongoing personal development in line with the competency model • Performs other related duties as assigned. • Bachelor's degree in Accounting, Tax, Finance, or a related discipline • Active CPA license • Minimum of 7 years of progressive U.S. tax compliance and consulting experience in public accounting, with at least 2 years in a management or supervisory role • Demonstrated experience working with high-net-worth individuals, entertainers, athletes, family offices, and related entities (corporations, partnerships, trusts, and individuals) • Experience with multi-state and foreign tax returns • Proven track record of managing multiple complex client engagements simultaneously and ensuring timely delivery • Hands-on experience with tax preparation and review software • Strong project management skills, including budget oversight, resource allocation, and deadline management • Demonstrated ability to coach, mentor, and develop team members • Excellent research, writing, and analytical skills, with the ability to communicate complex tax matters clearly to non-tax professionals • Strong client service orientation with a proven ability to retain and grow client relationships • Flexibility to work from home while collaborating in person half the time.
Senior Manager, Transactions Advisory Services Baker Tilly Advisory Group, LPSenior Manager, Transactions Advisory ServicesStockton, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.