Building Automation (BAS) Project Manager
$50 per hourJobot
Senior Tax Manager (Trust and Estates) / $$$ / Top 50 firm / Strong benefits and ability for partnership This Jobot Job is hosted by: Joseph Sipocz
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $160,000 - $240,000 per year A bit about us: We are top 50 public accounting firm and a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business. We are seeking a highly skilled and experienced Permanent Senior Tax Manager with a specialty in Trusts and Estates. This challenging yet rewarding role will require you to use your expertise in the Accounting and Finance industry to provide comprehensive tax and financial advice to high net worth individuals and families. You will play a critical role in managing and growing our client portfolio, ensuring that we deliver the highest level of service to our clients. This role requires a deep understanding of estate, real estate law, family law, trust, and trust and estate tax. Why join us?
1. Oversee and manage a portfolio of Trust and Estate clients, ensuring all tax planning and compliance needs are met.
2. Develop and implement strategic tax planning for clients, including managing the financial impact of estate and gift taxes.
3. Provide consultation and support on complex Trust and Estate tax matters, including interpreting tax laws and offering tailored advice.
4. Collaborate with internal teams and external advisors to ensure a coordinated and comprehensive approach to client service.
5. Maintain up-to-date knowledge of current tax laws and regulations, and communicate potential impact to clients and team members.
6. Lead and mentor junior team members, fostering a culture of continuous learning and growth.
7. Build and maintain strong relationships with clients, providing exceptional service and establishing trust.
8. Participate in business development initiatives, identifying opportunities for growth and new client acquisition. Qualifications:
1. Bachelor's degree in Accounting, Finance, or related field. Advanced degree in Taxation or Law is highly preferred.
2. CPA, JD, or CFP certification required.
3. Minimum of 5 years of experience in Trust and Estate tax planning and compliance, preferably within a public accounting or law firm environment.
4. Proven expertise in estate, real estate law, family law, trust, and trust and estate tax.
5. Exceptional knowledge of federal and state tax codes, regulations, and case laws.
6. Strong leadership skills with a proven ability to mentor and develop team members.
7. Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members.
8. Demonstrated ability to manage multiple projects and meet deadlines in a fast-paced environment.
9. Strong analytical and problem-solving skills, with a keen attention to detail.
10. Proficiency in tax preparation and research software. This is an incredible opportunity for a seasoned tax professional to take their career to the next level. If you have the necessary skills and experience, and are ready to make a significant impact in a dynamic and growing firm, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $160,000 - $240,000 per year A bit about us: We are top 50 public accounting firm and a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business. We are seeking a highly skilled and experienced Permanent Senior Tax Manager with a specialty in Trusts and Estates. This challenging yet rewarding role will require you to use your expertise in the Accounting and Finance industry to provide comprehensive tax and financial advice to high net worth individuals and families. You will play a critical role in managing and growing our client portfolio, ensuring that we deliver the highest level of service to our clients. This role requires a deep understanding of estate, real estate law, family law, trust, and trust and estate tax. Why join us?
- Multiple office locations
- Global resources
- Tons of opportunities internally
- Hybrid and flexible work schedule
- 401K
- Medical, dental, and vision
- HSA/FSA
1. Oversee and manage a portfolio of Trust and Estate clients, ensuring all tax planning and compliance needs are met.
2. Develop and implement strategic tax planning for clients, including managing the financial impact of estate and gift taxes.
3. Provide consultation and support on complex Trust and Estate tax matters, including interpreting tax laws and offering tailored advice.
4. Collaborate with internal teams and external advisors to ensure a coordinated and comprehensive approach to client service.
5. Maintain up-to-date knowledge of current tax laws and regulations, and communicate potential impact to clients and team members.
6. Lead and mentor junior team members, fostering a culture of continuous learning and growth.
7. Build and maintain strong relationships with clients, providing exceptional service and establishing trust.
8. Participate in business development initiatives, identifying opportunities for growth and new client acquisition. Qualifications:
1. Bachelor's degree in Accounting, Finance, or related field. Advanced degree in Taxation or Law is highly preferred.
2. CPA, JD, or CFP certification required.
3. Minimum of 5 years of experience in Trust and Estate tax planning and compliance, preferably within a public accounting or law firm environment.
4. Proven expertise in estate, real estate law, family law, trust, and trust and estate tax.
5. Exceptional knowledge of federal and state tax codes, regulations, and case laws.
6. Strong leadership skills with a proven ability to mentor and develop team members.
7. Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members.
8. Demonstrated ability to manage multiple projects and meet deadlines in a fast-paced environment.
9. Strong analytical and problem-solving skills, with a keen attention to detail.
10. Proficiency in tax preparation and research software. This is an incredible opportunity for a seasoned tax professional to take their career to the next level. If you have the necessary skills and experience, and are ready to make a significant impact in a dynamic and growing firm, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Vacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Building Automation (BAS) Project Manager in San Jose, CA vacancy
$180k - $225k
...Established Building Controls company - design, installation, management and maintenance This Jobot Job is hosted by: Courtney Hoogervorst... ...programs Job Details Senior Project Manager – Building Automation Systems (BAS) Location: San Jose, CA About the...BuildingContract workFor contractorsFor subcontractorLocal areaJobot
San Jose, CA16 hours ago$90k - $125k
...about us: We are a national building automation and energy services provider... ...to help building owners and managers improve efficiency and... ...installation, and commissioning of BAS/BMS controls. This role will... ...-sized new or retrofit projects. MUST HAVE: 2+ years of...BuildingLocal areaJobot
San Jose, CA3 days ago$115k - $155k
...chillers, and pumps. Responsibilities include assisting with project commissioning, completing documentation, and identifying... ...Job Details MUST HAVE: 4+ years of experience in the Building Automation (BAS/BMS) or commercial HVAC Controls space Experience with one...BuildingLocal areaJobot
San Jose, CA3 days ago$115k - $155k
...chillers, and pumps. Responsibilities include assisting with project commissioning, completing documentation, and identifying... ...More! Job Details MUST HAVE 4+ years of experience in the Building Automation (BAS/BMS) or commercial HVAC Controls space Experience with one...BuildingLocal area- ...Job Description Job Description Service Project Manager Service Project Manager - Building Automation & HVAC Controls Position Overview We are seeking... ...controls. The role combines technical knowledge of BAS/BMS and HVAC controls with strong project management...BuildingOngoing contractFor subcontractorWork at officeLocal areaRemote workRelocation
$100k
...seeking a Field Engineer to join our BAS Co... Project Engineer – General Contractor Full-time... ...support to the Superintendent & Project Managers on an assigned project. Performs... ...information to team members. Entry-Level Automation Engineer – Unspecified Company Full-time...Full timeFor contractorsWork at officeDPR Construction
Santa Clara, CA4 days ago- Client Delivery Manager (CDM) About Jade Global Jade Global is a premier... ..., AI/ML, cloud platforms, automation, and managed services. As a... ...alignment to ensure projects and services are delivered on... ...environments and is passionate about building lasting customer relationships...Building
- ...services for commercial and residential projects. We pride ourselves on craftsmanship, efficiency... ...We are seeking a Drywall Project Manager with 5+ years of experience to oversee... ...construction management software. Knowledge of building codes and fire-rated assemblies....BuildingContract workFor contractorsFor subcontractorWork at office
Paramount Interiors LLC
San Jose, CA16 hours ago $110k - $140k
...Employee Type Exempt - FT Required Degree High school Manage Others No Name Bill Moran Phone (***) ***-****... ...Kitchell seeks an experienced and dedicated Project Manager to join our Bay Area region in the Saratoga, CA and build a long‑term career at one of the most...BuildingFor contractorsFor subcontractorWork at officeDeKalb Health
Saratoga, CA3 days ago$131k - $147.65k
...SUMMARY At XL Construction, our Project Managers are trusted leaders responsible for driving successful outcomes on complex construction projects... ...meetings, site walks, and day-to-day client communications Build and maintain strong relationships with owners, design teams,...BuildingContract workFor subcontractorWork at officeROLE
Milpitas, CA5 days ago- ...IDR is seeking a Project Manager to join one of our top clients for an opportunity in San Jose, CA. This role focuses on overseeing construction... ...specifications. Ensure compliance with safety standards, building codes, and quality requirements. Requirements for the Project...BuildingFor subcontractor
IDR, Inc.
San Jose, CA4 days ago - ...Job Posting: Project Manager – Construction Location: San Jose / San Francisco, California Employment Type: Full-Time Experience: 5+ Years... ...communication in diverse teams. Knowledge & Compliance Familiarity with building codes, safety regulations, and environmental standards,...BuildingFull timeContract workFor subcontractorLocal area
A&G Construction
Los Gatos, CA4 days ago - ...Head of Projects About the Company Leading project management and construction services business Industry Construction Type Privately... ...planning, and contractor management, as well as building strong client relationships and supporting business...BuildingFor contractors
Confidential
San Jose, CA2 days ago $106k - $155k
...Overview TD Thornton is a premier consulting firm specializing in project management and project controls solutions. Our strong onboarding and... ...quality and attention to detail A passion for training and building a team Compensation & Benefits $106,000-$155,000 Paid...BuildingWork experience placementFlexible hoursTD Thornton
San Jose, CA2 days ago$130k - $160k
...AECOM Technical Services Inc Business Line: B&P - Buildings & Places Work Location Model: Hybrid Primary Location... ..., digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact around the...BuildingWork at officeLocal areaWorldwideFlexible hoursAECO Co
San Jose, CA1 day ago- ...Project Manager (HVAC Controls) Overview The Project Manager is responsible for guiding customers... ...members are passionate about smart building technologies, with the goal of promoting... ...HVAC operation & controls Experience with Automated Logic Controls Technical Requirements...BuildingContract workTemporary workWork experience placementWork at officeImmediate startFlexible hours
Automated Solutions Group
San Jose, CA1 day ago $130k - $160k
300 Newhall Street San Francisco, CA94124 Project Manager Plant Construction Company, L.P. is an award‑winning general contractor headquartered... ...the client, architect, consultants, and the Department of Building Inspection Interface with site supervisors; look for and...BuildingFor contractorsFor subcontractorWork at officeImmediate startPlant Construction
San Jose, CA3 days ago$165k
...Skanska is searching for a dynamic Senior Project Manager. This is a great opportunity to start a career with a company that builds things that matter and values its team. We are proud to share our culture of diversity and inclusion. Our work makes a clear contribution...BuildingLocal areaSkanska
Santa Clara, CA4 days ago$148.8k - $186k
...inspired people and places every day, and we're looking for inspired people like you to join us in our pursuit of building perfection. Role Summary The Project Manager 2 provides overall direction and leadership on moderately complex projects or portions of large construction...BuildingFor subcontractorWork at officeRelocationVelocity Resource Group
Santa Clara, CA2 days ago- ...Overview The Project Manager leads residential design-build projects from preconstruction through closeout, with accountability for financial performance, client communication, team coordination, change management, and overall project execution. Key Responsibilities Project...BuildingFor subcontractorWork at office
Timeline Design
Saratoga, CA4 days ago $120k - $145k
...established and growing GC that has been building for 30+ years. Project types include commercial,... ...we are hiring an Assistant Project Manager. Why join us? We have been recognized... ...Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are...BuildingLocal areaJobot
Saratoga, CA3 days ago$131.75k - $155k
...Job Title Project Manager Job Description Summary Provides professional project management experience to designated projects and assignments... ...overall project objectives and client needs are met. Keep building management apprised of progress at all times. Prepare and coordinate...BuildingImmediate startFlexible hoursCushman & Wakefield
San Jose, CA4 days ago- ...Job Summary Responsible for the management of assigned projects, ensuring that scope commitments are met, budgets and schedules are maintained, and... ...correspondence and coordination with consultants and building agencies. Maintains relationships with all parties associated...BuildingContract workWork at office
PASE (Peoples Associates Structural Engineers)
San Jose, CA2 days ago - ...competitive edge. Job Description Looking for a work‑from‑home Project Manager role? Saasvaap has been creating mobile and web apps for... ...guidelines. Personal Attributes Analytically oriented with a focus on building process for the people performing the work Strong...BuildingContract workLocal areaWork from homeFlexible hours
independent/UX
San Jose, CA3 days ago $135k - $190k
...efficient solutions for a wide range of construction projects. We are seeking a talented structural project manager to join our dynamic team. This individual is... ...structural designs and analytical models for various building types and materials. Perform and/or review...BuildingFor contractors$110k - $140k
...growing, and we’re looking for an experienced Restoration Project Manager who thrives on ownership, problem-solving, and seeing projects... ..., and cost reports Ensure compliance with safety and building codes Communicate progress and technical details to clients...BuildingFor subcontractorWork at officeRemote workEssel
San Jose, CA4 days ago- ...Position Overview The Project Manager is responsible for overseeing the successful planning, execution, and delivery of construction projects... ...on time, and within budget. Projects may include commercial buildings, healthcare facilities, educational campuses, public works...BuildingContract workFor contractorsFor subcontractorWork at office
RimePro Inc
Santa Clara, CA3 days ago $119.8k - $164.7k
...provides extensive career growth opportunity? Gilbane is seeking a Project Manager I to be responsible for supporting the Senior Project Manager... ...projects safely and on‑time. You will have the opportunity to build schools, labs, hospitals, corporate offices, sports arenas and...BuildingContract workFor contractorsWork at officeLocal area€2,400 - €2,800 per month
...We are looking for a Project Manager to take full ownership of customer projects from order intake to final delivery. In this role, you will... ...starts with feeling valued and supported. That’s why we are building an thoughtful, competitive benefits and perks to help you...BuildingFor subcontractorShift workAfternoon shiftAerones Ltd
San Jose, CA4 days ago$130k - $165k
...Project Manager At PRIME, a culture of empathy, trust, and belonging are foundational. This is integral in our approach to recruiting,... ...budgeting, report evaluations, and final costing. Proficiency building critical path schedules for projects and understanding...BuildingWork at officeLocal areaPrime
San Jose, CA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Building Automation (BAS) Project Manager. Be the first to apply!
Related searches
- building services supervisor San Jose, CA
- building services director San Jose, CA
- facility supervisor San Jose, CA
- building facilities manager San Jose, CA
- director of facilities San Jose, CA
- health and safety and facilities manager San Jose, CA
- building supervisor San Jose, CA
- building automation manager San Jose, CA
- director of facilities management San Jose, CA
- facilities manager San Jose, CA