Senior Client Portfolio Manager - Tax-Aware SMA Strategist
Brooklyn Investment Group
Brooklyn Investment Group is seeking a Senior Client Portfolio Manager (CPM) in Emeryville, California. In this pivotal role, you will convert quantitative insights into actionable client outcomes while collaborating closely with portfolio managers and engineers.
The ideal candidate has 3+ years of experience in asset management and a hands-on ability to use Python for data analysis. You'll engage directly with clients, enhance their portfolios, and help shape the future of tax-aware investment strategies.
#J-18808-LjbffrVacancy posted 3 hours ago
Similar jobs that could be interesting for youBased on the Senior Client Portfolio Manager - Tax-Aware SMA Strategist in Emeryville, CA vacancy
- ...the next generation of tax-advantaged separately managed accounts (SMAs) — a... ...technology, and hands‑on client expertise. Our... ...hyper‑personalized, tax‑aware portfolios at scale. The Role As a Senior Client Portfolio Manager... ...an ambassador of the SMA platform Interpret...SeniorTax
Brooklyn Investment Group
Emeryville, CA3 hours ago $77k - $202k
...These individuals analyse client needs, develop... ...connections, and learning how to manage and inspire others.... ...technical expertise and awareness of your strengths. You... ...refer to specific PwC tax and audit guidance), the... ...operating success. As a Senior Associate you analyze...SeniorTaxFull timeH1b$121.9k - $262.1k
...ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary... ...ultra-high-net-worth clients and prospects (... ...closely with Wealth Management Advisors (WMAs) and the... ...across estate, income tax, gift and estate tax,... ...Industry & Regulatory Awareness: Ongoing commitment...SeniorTaxFull timeBank staffShift work$68.25k - $83k
...bottom line. As Media Strategist, you'll develop and... ...advertising strategies across clients ranging from leading... ...gen and fundraising), awareness, persuasion, and... ...campaigns including managing budgets and pacing, working... ...insurance ~ Pre-tax commuter benefits ~...TaxTemporary workWork at officeRemote workFlexible hoursBlue State
Oakland, CA11 days ago- ...Reunion is transforming how developers meet clean energy tax credit requirements through its PWA platform. As a Manager, you will be the go-to expert for PWA compliance reporting and auditing, guiding developers, contractors, and project owners to stay compliant and maximize...SeniorTaxFor contractors
Reunion.com
San Francisco, CA1 day ago $130k - $145k
...Gartner Magic Quadrant for Contract Lifecycle Management, a Fortune Great Place to Work, and one... ...on LinkedIn. The Ironclad Adoption Strategist (AS) is a strategic role designed to... ...therapy, coaching, and digital tools ~ Pre-tax commuter benefits (US Employees) ~401(k...TaxFull timeContract workIronclad
San Francisco, CA2 days ago- ...listed in job posting. SUMMARY We’re seeking an experienced Senior Portfolio Manager to work with the Charlotte Commercial & Middle Market team.... ...with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products...SeniorLocal area
First Horizon
Oakland, CA3 days ago $177.7k - $202.8k
...Senior Manager, Portfolio Delivery & Strategy (Enterprise Platforms Technology) Do you love driving portfolio-wide delivery and pioneering new... ...capacity management. Mitigate Technology Risk: Champion a risk‑aware culture by proactively managing risks and impediments. You...SeniorFull timePart timeH1bLocal areaCapital One
San Francisco, CA3 days ago- ...downtown Walnut Creek, California is seeking an experienced CPA or CPA candidate. In this full-time role, you will manage a diverse portfolio of clients, provide tax compliance and advisory services, and lead technology initiatives. The ideal candidate will have over five...SeniorTaxFull time
Elsberg & Garrett, LLP
Walnut Creek, CA3 hours ago $124k - $280k
...effectiveness. These individuals analyse client needs, develop operational strategies,... ...technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of... ...across core payer functions. As a Senior Manager, you will serve as a strategic advisor,...SeniorTaxFull timeH1b- Job Title: Senior Tax ManagerJob Location: San Rafael, CA (hybrid)Job Salary: 135k - 225k + BenefitsRequirements... ...-market businesses, owners, and individual tax clients. Due to growth, we are looking for a Senior Tax Manager to join our team! Must have 10+ years of Public...SeniorTaxLocal area
$128.98k - $180.56k
...A prominent financial institution in Oakland is seeking a Senior Portfolio Manager to lead underwriting and management of a diverse credit portfolio while delivering excellent customer service. The ideal candidate will have a Bachelor's degree and 5-7 years of banking...SeniorBank of Marin
Oakland, CA3 hours ago$128.98k - $180.56k
...Places to Work” in the North Bay Business Journal, is seeking a Senior Portfolio Manager to join our Commercial Banking Office in Oakland. The... ...will focus on excellent customer service to retain clients and find ways to grow the loan and deposit base of existing...SeniorWork experience placementBank staffWork at officeBank of Marin
Oakland, CA3 hours ago- ...Rising Sun is hiring a Senior Finance Manager as an integral member of the Admin... ...Demonstrates self‑awareness in terms of understanding their... ...annual financial audit and tax filing with support from the... ...are met across the contracts portfolio Reviews and approves...SeniorTaxContract workWork at officeRemote work
Rising Sun Center for Opportunity
Oakland, CA4 days ago $95k - $110k
Senior Tax Professional Our client, a professional services firm, is seeking a Senior Tax Professional to join its growing team.Location: Oakland,... ...practical recommendations. Support client engagements by managing deliverables and maintaining quality standards....SeniorTaxWork at officeLocal area3 days per week$77k - $214k
...- Risk & Quality (R&Q)Management LevelSenior AssociateJob... ...and managing risks for clients, providing advice, and... ...technical expertise and awareness of your strengths. You... ...refer to specific PwC tax and audit guidance), the... ...risk consultations. As a Senior Associate you are...SeniorTaxFull timeH1b$134.87k - $167.09k
..., and impactful for life on Earth. About the Role: As Senior Accounting Manager, you’ll oversee and modernize the company’s accounting operations... ...reporting and reconciliations. Manage sales and use tax filings, audits, and compliance. Supervise and mentor an...SeniorTaxPermanent employmentFull timeMotive Workforce
Alameda, CA3 days ago$130k - $150k
...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...legally bound to act in our clients’ best interests — always.* Mercer... ...Mentor and coach Estate Planning Strategists Management of a service specialist...SeniorTaxFull timeTemporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours$77k - $214k
...ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior AssociateJob... ...the opportunity to help our clients solve their business issues... ...now and in the future.As a Senior Associate, you'll work as part... ...reflection to develop self awareness, personal strengths and...SeniorTaxFull timeH1bLocal area$115k - $125k
Senior Fund Accountant Our client, an investment management firm, is seeking a Senior Fund Accountant to join its growing finance... ...: This role will support a portfolio of investment funds and work closely... ...annual audits and assist with tax compliance activities Review...SeniorTaxWork at officeLocal area3 days per week$140.6k - $165k
...renewables. Job Summary The Senior Engineer IC&E Systems Design... .... Configuration management, design control and change-control... ...routing constraints, EMI/EMC awareness) is preferred but not... ...Vacation ~401(k) and pre-tax health insurance, dependent care...SeniorTaxFull timeTemporary workWork at officeFlexible hoursKairos Power
Alameda, CA5 days ago$250k - $290k
...solutions that enhance client delivery, operational... ...organization. The Portfolio Manager serves as a strategic... ...Architect, Technology Strategist, Platform Leader, Technical... ...Product Leader, or senior consulting technology... ...assurance, consulting, tax, strategy and transactions...SeniorTaxFull timeWork experience placementSummer holidayWork at officeFlexible hours$135k - $250k
...the Plus!Job Description:Withum’s Tax Services Group is made up of a... ...well as International and Private Client services. As a Tech & Emerging Growth Tax Senior Manager based out of our California, New... ...leadership. Ensure you are ever aware of your technology clients...SeniorTaxFull timeWork at officeLocal area$77k - $202k
...services related to financial management and strategy. These individuals analyse client needs, develop... ...technical expertise and awareness of your strengths. You... ...refer to specific PwC tax and audit guidance), the... ...using OneStream. As a Senior Associate, you will analyze...SeniorTaxFull timeH1b$200k - $235k
...the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ...well as International and Private Client services. This Corporate Tax Senior Manager - Provisions will be based out of... ...leadership. Ensure you are ever aware of your technology clients...SeniorTaxFull timeWork at officeLocal area$85k - $105k
...Stillwater Sciences is looking for an experienced Senior Payroll Specialist to join our Financial Accounting team. In this role you’ll... ...approximately 150 employees across seven states while supporting payroll taxes, reconciliations, reporting, and internal controls. If you bring...SeniorTaxFull timeWork at officestillwatersci
Berkeley, CA3 days ago$77k - $202k
...services related to financial management and strategy. These individuals analyse client needs, develop... ...technical expertise and awareness of your strengths. You... ...refer to specific PwC tax and audit guidance), the... ...driven technologies. As a Senior Associate, you will...SeniorTaxFull timeH1b$200k - $275k
...focuses on complex business tax. We believe that putting your... ...edge to ensure our clients have an excellent experience... ...tier partner. If you are a Senior Tax Manager looking for a clear path to... ...Manage and grow an existing portfolio of clients while actively developing...SeniorTaxLocal areaRelocationRelocation packageJobot
Oakland, CA1 day ago- ...the Role Assort Health is hiring a Senior Accounting Manager to own our revenue engine end-to-end.... ...is material. Own sales & use tax compliance - implement a sales tax engine... ...industry experience - including HIPAA awareness and familiarity with payer/provider economics...SeniorTaxContract workWork at officeFlexible hours
Assort Health
San Francisco, CA22 hours ago - ...growth venture capital firm is seeking a Senior Fund Accountant to join its expanding finance... ...schedules for cash, investments, management fees, organizational expenses, carried interest... ..., and reporting calendars. Support tax reporting processes and coordinate with outside...SeniorTax
3 Bridge Networks
San Francisco, CA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Portfolio Manager - Tax-Aware SMA Strategist. Be the first to apply!
Related searches
- senior brand strategist Emeryville, CA
- senior lead project manager Emeryville, CA
- senior robotics software engineer Emeryville, CA
- senior devops engineer remote Emeryville, CA
- senior network engineer remote Emeryville, CA
- senior accountant controller Emeryville, CA
- senior manager accenture Emeryville, CA
- senior brand designer Emeryville, CA
- remote senior project manager Emeryville, CA
- srs Emeryville, CA