Private Client Services TAX Manager Jobs in San Jose, CA

Accelerate progress at harnessing AI in Financial Services by developing strategic partnerships. Drive customer success and adoption of Claude capabilities while navigating complex organizational need...

Transform the tax landscape by leading a dedicated team, managing complex client engagements, and driving tax planning and compliance across various industries with advanced knowledge and strategic in...

Drive impactful change by leading complex consulting projects in group and voluntary benefits. Design holistic solutions that integrate agentic transformation across operational and customer experienc...

Shape client payment policies by ensuring accuracy, delivering specialized requests, and collaborating effectively with internal and external teams to enhance service and compliance within healthcare...

Manage the annual budgeting and sales planning processes, driving analytical insights and collaboration across teams to enhance operational efficiency and performance metrics. Support financial foreca...

Transform financial planning and analysis as you partner with sales and finance teams to drive budgeting, forecasting, and reporting initiatives, ensuring accurate metrics and actionable insights for...

Champion strategic financial planning by managing budgeting and analytics, partnering with cross-functional teams to deliver actionable insights, forecasting accuracy, and enhanced reporting capabilit...

Drive innovative software solutions as a key leader in technology enablement, shaping client accounts and guiding teams to excellence through strategic planning, mentoring, and enhancing user experien...

Empower innovative software development through strategic leadership, driving client success and team performance while embracing technology and digital transformation to optimize business outcomes an...

Transform workforce strategies by designing AI-driven solutions that evolve talent models, nurture skills, and integrate technology for enhanced organizational value. Drive innovations in hiring, lear...

Unlock potential by leading workforce transformation strategies that integrate AI and innovative talent solutions, shaping the future of work and enhancing organizational capabilities to thrive in a t...

Shape the future of tribal nations by leading audit processes, ensuring financial integrity, and nurturing client relationships. Drive team performance and provide insights that make a meaningful diff...

Elevate business strategy as a Senior Sales Finance Manager, driving key financial insights, overseeing forecasting and expense management, and partnering cross-functionally with sales leadership to s...

Transform financial strategy by partnering with sales leadership to drive forecasting, expense management, and variance analysis, ensuring data-driven decisions that enhance revenue growth and operati...

Elevate tax technology by designing integrations and tooling that enhance compliance, automate processes, and optimize data flows, collaborating with a dynamic team in a fast-paced environment to supp...

Join a dynamic team driving risk management solutions. Lead client engagements, develop information assurance strategies, and enhance security measures. Collaborate with skilled professionals to deliv...

Engage with clients to deliver personalized financial strategies, enhancing relationships and advising on investment, tax, and estate planning while collaborating in a hybrid work environment...

Contribute to a dynamic team delivering tailored financial strategies, enhancing client wealth through effective planning. Engage with advisors to elevate service quality and develop innovative approa...

Elevate your career with a dynamic team focused on personalized wealth management. As an integral part of our planning process, you’ll collaborate with clients to devise effective financial strategies...

Innovate solutions in Cybersecurity & Privacy by leading teams and managing client engagements. Guide regulatory compliance and risk strategies, empowering junior staff and ensuring project success th...

Develop and optimize liquidity risk reporting processes, ensuring compliance with regulatory standards. Leverage analytical skills to analyze data, create business requirements, and support strategic...

Engage with our dynamic investment banking team as you manage transactions from origination to closing. Collaborate directly with senior bankers in a fast-paced environment focused on financial techno...

Join a team that supports financial due diligence for diverse clients, analyzing trends, and preparing insightful reports. This role fosters collaboration across levels, ensuring successful project de...

Drive the vision and execution of our data product roadmap, leveraging advanced platforms to establish data as a key strategic asset. Collaborate with cross-functional teams to identify opportunities...

Empower your career by leading high-net-worth personal lines growth and strategy. Drive advisor performance, optimize client relationships, and enhance profitability across diverse market segments for...