Private Client Services TAX Manager Jobs in Walnut Creek, CA

Help us transform the group benefits industry through innovation and technology. Lead delivery initiatives while leveraging AI to enhance client solutions. Cultivate strategic relationships, drive gro...

Lead the charge in transforming group benefits by incorporating technology and AI innovations, managing teams and enhancing client relationships to deliver strategic value in the employee benefits lan...

Lead transformative initiatives in group benefits consulting, overseeing end-to-end projects that enhance operational efficiency and broker experiences while shaping innovative AI-driven solutions acr...

Unlock potential by leading transformative programs in group benefits, driving end-to-end solutions that integrate technology with operational design and enhance client experiences while mentoring jun...

Advance your career by managing risk on complex projects, developing tailored strategies, facilitating workshops, and providing expert analyses to ensure successful outcomes for stakeholders across la...

Empower your career by managing complex commercial insurance processes. Oversee timelines, financial analyses, and coverage negotiations, while collaborating closely with Client Advisors to deliver ta...

Lead the charge in audit excellence by overseeing engagement teams, mentoring staff, and ensuring high-quality client service across industries to enhance confidence in financial integrity...

Architect a dynamic Sales Team to drive B2B SaaS solutions in the Real Estate sector. Leverage 10-15 years of experience to mentor, strategize, and enhance revenue outcomes while fostering C-level rel...

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...

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

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...

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...