Private Client Services TAX Manager Jobs in San Jose, CA

Lead the charge in optimizing our national HNW Personal Lines portfolio, driving growth and retention through strategic direction, advisor performance enhancement, and innovative market approaches acr...

Drive the internal audit function, ensuring compliance and risk management while overseeing audits, mentoring your team, and collaborating with executives to enhance operational integrity and foster c...

Unlock potential by managing complex insurance accounts, ensuring exceptional service and client retention, while collaborating closely with team members to implement strategic insurance solutions and...

Join a dynamic team as you manage complex insurance accounts, providing exceptional service and support to clients and partners. Utilize your expertise to enhance client relationships, manage risk, an...

Drive success in managing insurance accounts, delivering top-notch client service while overseeing complex risks and enhancing business growth. Collaborate with Producers and partners to ensure client...

Serve clients with expert account management, ensuring top-notch service and strategic insurance solutions. Manage complex risks and drive business growth through collaboration and timely support. Fos...

Take ownership of financial reporting and accounting for multiple clients, delivering accuracy and compliance. Collaborate with teams to optimize processes and mentor junior staff, while managing comp...

Elevate your career by managing a diverse portfolio of properties. Oversee performance, ensure tenant satisfaction, and collaborate with teams to drive financial success and operational excellence in...

Transform the future of social impact as a Project Manager leading teams in innovative solutions and strategic problem-solving to tackle pressing global challenges such as equity, health, and environm...

Manage and optimize performance across a diverse property portfolio, ensuring tenant satisfaction and financial success through effective strategies, budgeting, compliance, and risk management while l...

Partner with us to manage comprehensive corporate accounting activities, including multi-entity close, cash management, and compliance. This role requires initiative in a fast-paced environment and ow...

Join a team that's dedicated to driving growth in the Nonprofit Vertical. Lead a dynamic group of Account Executives to forge C-level relationships, achieve revenue targets, and capitalize on market o...

Join a team that's dedicated to delivering innovative solutions for employee benefits management. Oversee client accounts, develop strategies, and enhance coverage effectively for clients with 50+ liv...

Shape enterprise policy governance, ensuring compliance and accuracy while leading a dedicated team to enhance risk management strategies and support board governance activities. Collaborate across fu...

Pioneer customer-centric marketing strategies that connect market needs with innovative product development. Collaborate across teams to drive go-to-market initiatives and establish a compelling brand...

Champion financial success by spearheading FP&A initiatives, driving insightful reporting, and fostering strategic financial planning processes to support growth and enhance stakeholder engagement acr...

Engage with top financial institutions to drive impactful open banking partnerships, overseeing deal strategy from sourcing to execution while collaborating cross-functionally to expand Stripe's conne...

Drive open banking partnership strategies, executing with top financial institutions to enhance consumer access to financial data. Own deal lifecycle, collaborating across teams to navigate the evolvi...

Deliver impactful technology transformation projects through effective planning, coordination, and execution. Collaborate with cross-functional teams to foster alignment and ensure timely project mile...

Elevate your career as a mentor and industry expert while delivering assurance services to middle-market clients. Join a top firm focused on professional growth, client relationships, and team develop...

Champion project management excellence by owning the Certinia platform's implementation roadmap, ensuring seamless resource, time, expense, and billing management within a collaborative, cross-functio...

Drive real estate valuation efforts through data analysis and research. Collaborate with teams to develop unique models and deliver reports, ensuring high-quality client service and adherence to ethic...

Lead the charge in implementing high-value FactSet solutions, guiding complex client projects while mentoring junior team members. Collaborate with clients to enhance workflows and ensure successful d...

Transform financial planning and strategic insights for Sales, helping to drive revenue growth through robust modeling and analytics while partnering with leadership to shape GTM investment strategy a...

Drive sales growth by leveraging deep retail expertise to forge relationships with key decision-makers, strategizing solutions to complex business challenges and cultivating new business opportunities...