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.
Manager, Infrastructure Project Advisory (Construction/Engineering) KPMGManager, Infrastructure Project Advisory (Construction/Engineering)San Francisco, CA$105,260–$225,515 / yearClient coordination, subcontractor management for full life cycle construction projects including planning and work breakdown structures, pre-construction services, sourcing and procurement of contracts, contract administration, scheduling, cost estimating, quality management, project reporting, and project closeout. Qualifications: Minimum five years of recent experience in construction management or construction advisory services with increasing roles and responsibilities in major power and utilities, oil and gas, infrastructure, manufacturing, healthcare, or public sector projects.
Manager, SAP FICO - Transfer Pricing KPMGManager, SAP FICO - Transfer PricingSan Francisco, CA$145,350–$253,230 / yearIf 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. •Deep functional and technical knowledge of SAP intercompany processing (resource-related billing, cross-company sales/purchases), Profit Center Accounting, CO-PA, and multi-currency/multi-valuation configurations.
Document 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.
Manager, Strategy/M&A Execution KPMGManager, Strategy/M&A ExecutionSan Francisco, CA$150,005–$323,380 / yearIf 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. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Manager, Strategy/Private Equity KPMGManager, Strategy/Private EquitySan Francisco, CA$150,005–$323,380 / yearProven experience of articulating and advising on strategic issues in several of the following business areas: value creation, growth strategy, product innovation, business model transformations, operating model and profitability improvement, data monetization, and strategic planning, with experience leading and managing consulting teams; experience in one or more of our key industry sectors (Consumer/Retail, Energy, Financial Services, Industrial Markets, TMT, HCLS); cross-industry background preferred. Responsibilities: Lead enterprise-wide strategy and performance improvement engagements for private equity clients and manage the process from start to finish, including setting scopes, budgets, staffing resources, creating, and coordinating final deliverables, and assisting with presentation of results.
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.
Manager, SailPoint Identity Governance Technical Lead KPMGManager, SailPoint Identity Governance Technical LeadSan Francisco, CA$114,095–$268,180 / yearIf 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. Excellentanalytical, communication, presentation, and problem-solving skills, with theability to lead technical discussions; knowledge of AI tools and integrations,including management of non-human and agent identities.
Manager, Financial Due Diligence KPMGManager, Financial Due DiligenceSan Francisco, CA$131,005–$251,965 / yearAnalyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks, which impact valuation and negotiation of the target company. 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.
Manager, IT M&A - Due Diligence, Integration, and Separation KPMGManager, IT M&A - Due Diligence, Integration, and SeparationSan Francisco, CA$146,775–$267,030 / yearQualifications: Minimum five years of recent experience in technology/business consulting, or a combination of consulting and technology roles, with demonstrated involvement in IT transformation projects supporting IT-focused M&A projects: system integration/separation, platform migration, IT architecture modernization, outsourcing of IT operations, or regulatory technology implementation. 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.
Tax Manager, State and Local Tax bdo consultingTax Manager, State and Local TaxSan Francisco, CA$79,800–$168,000 / yearThe 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. A Tax Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations.
Manager, Forensic Technology KPMGManager, Forensic TechnologySan Francisco, CA$103,265–$206,540 / yearBachelor's degree in computer science, engineering, digital forensics, or equivalent from an accredited college or university is required; relevant training or certifications in the field, such as GIAC (GIME, GCFE, GCFA, GASF), IACIS (CFCE), Magnet (MCME), 13Cubed (IME Gold, ILD Gold), Cellebrite (CCME, CAAF, CAFF, CAIF), or Hexordia (HMAC). 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.
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.
Aladdin Strategic Relationship Manager, Vice President BlackRockAladdin Strategic Relationship Manager, Vice PresidentSan Francisco, CAAI, Data, and Productivity: Use AI, data, and automation tools to improve personal and team productivity — including synthesizing meeting notes, preparing executive summaries, analyzing client information, identifying account trends, automating repetitive workflows, and improving the speed and quality of client engagement. You will work with clients across the institutional investment landscape whose investment programs span public and private markets, with sophisticated governance structures, broad asset class coverage, and senior stakeholders across investment, operations, risk, technology, and finance.
Transaction Advisory Experienced Manager - Financial Due Diligence (FDD) bdo consultingTransaction Advisory Experienced Manager - Financial Due Diligence (FDD)San Francisco, CA$125,000–$175,000 / yearThe 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. The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.
Senior Tax Manager JobotSenior Tax ManagerPiedmont, 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.
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.
Tax Experienced Manager, Core Tax Services bdo consultingTax Experienced Manager, Core Tax ServicesSan Francisco, CA$115,000–$165,000 / yearThe Core Tax Services (“CTS”) Experienced Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Managing Director, Venture & Growth Stage Lending StifelManaging Director, Venture & Growth Stage LendingSan Francisco, CAThis role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Managing Director, Fund Banking (Fund Finance) StifelManaging Director, Fund Banking (Fund Finance)San Francisco, CAStifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Vice President, Fund Banking StifelVice President, Fund BankingSan Francisco, CAStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Senior Vice President will be an integral part of business development, portfolio management, underwriting, and administration of the group working closely with the Head of West Coast Fund Banking.
Director, Head of SMA Portfolio Management Engineering BlackRockDirector, Head of SMA Portfolio Management EngineeringSan Francisco, CA$215,000–$275,000 / yearTeam Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Asset & Wealth Management, MAS - Custom Models - Lead Portfolio Manager, Vice President - San Francisco The Goldman Sachs Group IncAsset & Wealth Management, MAS - Custom Models - Lead Portfolio Manager, Vice President - San FranciscoSan Francisco, CA$125,000–$290,000 / yearPartner with distribution channels, senior MAS portfolio managers, portfolio sales specialists, research, and marketing teams to drive business opportunities from capability pitch through model delivery, content strategy, and sales activation. The role requires close coordination across clients, portfolio management, distribution, sales specialists, research, and marketing teams, and is well suited for candidates who thrive in a fast-paced, multi-faceted environment with meaningful client and commercial accountability.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior ManagerSan Francisco, CA$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerSilicon Valley, CA$124,000–$335,000 / yearInnovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerSan Francisco, CA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerSan Francisco, CA$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
Senior Analyst, Portfolio Manager - GC Wealth General CatalystSenior Analyst, Portfolio Manager - GC WealthSan Francisco, WashingtonThis experienced professional works closely with Wealth Managers, and the GC Wealth Chief Investment Officer to shape investment strategy, execute trades, and deliver market and portfolio updates to clients and prospects, serving as a trusted resource for both clients and internal teams. With offices in the U.S., Europe, and India, we have supported the growth of 800+ businesses, including Airbnb, Anduril, Anthropic, Applied Intuition, Commure, Glean, Gusto, Helsing, Hubspot, Kayak, Livongo, Mistral, Ramp, Samsara, Snap, Stripe, Sword, and Zepto.
Wealth Relationship Manager - San Lorenzo/ Hayward /Castro Valley Citigroup IncWealth Relationship Manager - San Lorenzo/ Hayward /Castro ValleyHayward, CAAppropriately assess risk when business decisions are made, demonstrating 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, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - San Francisco / Van Ness / Cathedral Hill Citigroup IncWealth Relationship Manager - San Francisco / Van Ness / Cathedral HillSan Francisco, CAAppropriately assess risk when business decisions are made, demonstrating 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, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - Pruneridge Citigroup IncWealth Relationship Manager - PruneridgeSanta Clara, CAAppropriately assess risk when business decisions are made, demonstrating 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, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - Sunset/Noriega Citigroup IncWealth Relationship Manager - Sunset/NoriegaSan Francisco, CAAppropriately assess risk when business decisions are made, demonstrating 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, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE Act - Mountain View Citigroup IncWealth Relationship Manager SAFE Act - Mountain ViewMountain View, CAAppropriately assess risk when business decisions are made, demonstrating 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, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - SAFE Act - Las Milpitas Citigroup IncWealth Relationship Manager - SAFE Act - Las MilpitasMilpitas, CAAppropriately assess risk when business decisions are made, demonstrating 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, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE Act Citigroup IncWealth Relationship Manager SAFE ActSanta Clara, CA$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firms 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, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - Hillsdale Citigroup IncWealth Relationship Manager - HillsdaleSan Mateo, CAAppropriately assess risk when business decisions are made, demonstrating 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, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - Newark CA Citigroup IncWealth Relationship Manager - Newark CANewark, CAAppropriately assess risk when business decisions are made, demonstrating 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, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
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.
Wealth Relationship Manager HSBC Holdings PlcWealth Relationship ManagerSan Francisco, CAConduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations. The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
Tax Manager - Private Wealth Deloitte Touche Tohmatsu LtdTax Manager - Private WealthSan Jose, CA$100,350–$205,000 / yearAs a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryWalnut Creek, CATime Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Tax Manager, Private Wealth Baker Tilly Virchow KrauseLLPTax Manager, Private WealthSanta Clara, CA$91,220–$172,950 / yearWhat you will do: Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: • Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns • Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax • Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations • Learn and grow from direct and on the job coaching and mentoring along with participating in firm wide learning and development programs • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients • Support the growth and development of team members. Successful candidates will have: • Bachelor's degree in accounting from an accredited college/university • Licensed CPA, JD, or EA • Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm • Two (2)+ years of supervisory experience, mentoring and counseling associates • Demonstrated management, analytical, organization, interpersonal, project management, communication skills • Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects • Highly developed software and Microsoft Suite skills • Eligibility to work in the U.S. without sponsorship preferred.
Tax Manager, Private Client Services/Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private Client Services/Private WealthWalnut Creek, 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.
Manager, Industry Solutions, Investment Wealth Management Deloitte Touche Tohmatsu LtdManager, Industry Solutions, Investment Wealth ManagementSan Jose, CA$155,600–$306,800 / year6+ years' experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank. 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 Wealth Baker Tilly Advisory Group, LPTax Manager, Private WealthSan Francisco, 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.
Private Wealth Management, Wealth Management Associate Morgan StanleyPrivate Wealth Management, Wealth Management AssociateSan Francisco, CA$68,000–$120,000 / 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. DUTIES AND RESPONSIBILITIES: Client Support: • Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members.
J.P. Morgan Wealth Management - Executive Director, Wealth Advisor JPMorgan Chase & CoJ.P. Morgan Wealth Management - Executive Director, Wealth AdvisorPalo Alto, CAKnowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds.
Wealth Management Associate Morgan StanleyWealth Management AssociateMenlo Park, California$68,000–$120,000 / 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. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorWalnut Creek, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Strategic Account Executive, Asset & Wealth Management - FSI Anthropic PBCStrategic Account Executive, Asset & Wealth Management - FSISan Francisco, CA$380,000–$450,000 / yearEngage personally with C-level and senior technical stakeholders (CIOs, CTOs, Heads of Research, Heads of Data/AI) - building business cases and value narratives, and navigating complex procurement, security, regulatory, and legal review through to production deployment and expansion. The ideal candidate is energized by building a new category in an established, highly regulated industry - identifying high-potential accounts across asset managers, wealth managers, and institutional investors, and running the strategies to win them.