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-Ljbffr Brooklyn Investment Group
- ...the next generation of tax-advantaged separately managed accounts (SMAs) — a... ...technology, and hands‑on client expertise. Our mission... ...‑personalized, tax‑aware portfolios at scale. The Role As a Senior Client Portfolio Manager... ...an ambassador of the SMA platform Interpret portfolio...SeniorTax
$73.5k - $131.25k
BDO USA is seeking a Tax Senior, Partnerships in Walnut Creek, California. In this role, you will advise clients on tax implications, prepare computations, and support the Partnerships... ...training sessions, mentor staff, and manage client relationships while developing...SeniorTax- Steve CPA, Inc. in Walnut Creek, CA, seeks a Senior Tax Associate to manage client engagements from intake through delivery under the principal’s review. This hands-on role offers substantial autonomy and a clear path toward leadership as the firm scales, starting at ~2...SeniorTaxRemote jobFull timeFlexible hours
- ...most important people decisions. We help clients build better workplaces, where people... ...service, growth, and excellence. As a Senior Client Manager, you’ll play a key role in building strong... ...~401(K) and Roth options ~ Tax-advantaged accounts (HSA, FSA) ~ Educational...SeniorTaxFull timeLive outWork at officeLocal areaFlexible hours
$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$170k - $225k
...Senior Wealth Planning Strategist Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking... ...client's planning process. Manages wealth planning workflow... ...into account legal, tax, and investment goals or...SeniorTax- ...this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support its Middle Market Banking... ...tolerance for commercial banking clients and serves as a key member of a client... ...business financial statements and tax returns that require an in-depth...SeniorTaxFull timeWork experience placementWork at office
- BDO USA, LLP seeks a Tax Manager, Private Client Services to service high net-worth clients with estate and trust tax planning, compliance, and consulting. The role emphasizes leadership, client communication, and technical tax knowledge for complex structures. Responsibilities...SeniorTax
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate... ...primary component of the core client experience at RBC for its... ...Wealth Strategists for tax and estate planning, business... ...through coaching and managing opportunities Ability to...SeniorTaxTemporary workFlexible hours$180k - $270k
...integrated solutions to manage everything from... ...payroll, bookkeeping, and tax—freeing founders to focus... ...roleAs a Product Success Senior Manager you are the architect... ...established mid-market clients—building the scalable,... ...scams, please be aware that Airwallex will not...SeniorTaxTemporary workLocal areaWorldwide- Savant Wealth Management is seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy team on the West Coast. You will develop and review... ..., mentor junior staff, and communicate insights to clients and internal teams. #J-18808-Ljbffr Savant Wealth ManagementSeniorTax
- ...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
$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 area$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- ...Truemed Partnership Manager Our mission is to reverse chronic... ...consumers to spend these pre-tax dollars on goods that make them... ...initiatives that drive customer awareness and adoption of HSA/FSA... ...primary relationship owner for a portfolio of high-priority accounts,...SeniorTaxShift work
- 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
- ...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
$63k - $95k
...) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team (GCI), in... ..., support a defined portfolio of enterprise accounts... ...regions Participate and manage strategic internal... ...also want to make you aware of our recruitment specific...SeniorWork experience placementLocal area$163.6k - $245.4k
...$163,600.00 - $245,400.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Senior Client Service Manager accomplishes results through the management... ...entire function. Requires basic commercial awareness, particularly related to the branch office banking...SeniorFull timeTemporary workWork at office$75k - $85k
...fiscal sponsorship, including tax-exemption, accounting and financial oversight, risk management and insurance, legal compliance... ...Summary: Community Initiatives’ Client Services Department delivers high... ...Services Team for an assigned portfolio of Fiscal Sponsored Projects (...TaxFull timeWork at officeLocal area1 day per week- johnmcneilstudio in Berkeley is seeking a Sr. Strategist to lead communications planning across various disciplines including brand strategy and digital marketing. You will develop insights into client products and create briefs to guide effective marketing strategies....SeniorFull time
- Sr. Strategist John McNeil Studio is looking for a Sr. Strategist to... ...a deep understanding of our clients' business, provide rich... ...understanding on their product portfolio. This knowledge will be harnessed... ...web development to project management, to ensure that great work...SeniorFull time
$136.8k - $198.38k
...Senior Private Wealth Advisor, Practice Lead... ...and meet with clients in person, based on... ...While not a people management position, this role... ...engage with clients on portfolio, market, and... ...income optimization, tax-advantaged savings... ...situational awareness and contextual thinking...SeniorTaxRemote job16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaWork from homeFlexible hours$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- ...qualified candidates for the Assessment Supervisor II role in the Assessor’s Office. The position plans, coordinates, and supervises Senior Assessor’s Technicians and clerical staff, handling complex ownership transfers and exemptions, with emphasis on accuracy and...SeniorTaxWork at office
$176.4k - $226.8k
...Saildrone is seeking a Senior Robotics Software Engineer to... ...support global maritime domain awareness, operating in a national security... ...integration, sensor data stream management, and hardware-in-the-loop (... ...plan with flexible pre-tax and Roth payroll contribution...SeniorTaxLocal areaRelocation packageFlexible hours3 days per week- Abbott, based in Alameda, California, is seeking a Senior Accountant to perform a variety of accounting activities, ensuring compliance... ...responsibilities spanning month-end close, intercompany transfers, and tax package preparation. The candidate should have 5+ years of...SeniorTax
$70k - $85k
...leverage a 99-year legacy in event management as well as new technologies... ...matter. Summary The Client Solutions Manager serves as... ...Management: • Manage a portfolio of client accounts with annual... ...expectations. • Maintain awareness of tax regulations for specific...TaxFull timeWork experience placementWork at officeLocal areaShift work2 days per week3 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$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 hours
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