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
$121.9k - $262.1k
...Senior Wealth Strategist Make banking a Fifth Third better® We... ...ultra-high-net-worth clients and prospects (generally... ...closely with Wealth Management Advisors (WMAs) and the... ...estate, income tax, gift and estate tax,... ...Industry & Regulatory Awareness: Ongoing commitment to...SeniorTaxBank staffShift work- ...seeking a qualified individual to join their Tax Services team in San Francisco, California... ...a wide range of tax solutions, leading client engagements, and mentoring staff. The ideal... ...interpersonal skills and the ability to manage multiple client engagements are essential...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
$170k - $225k
Overview The Senior Wealth Planning Strategist leads wealth planning and support for high net worth clients. Designs and presents recommendations to... ...client's planning process. Manages wealth planning workflow process... ...taking into account legal, tax, and investment goals or...SeniorTax$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- 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
$145k - $210k
Marketing & Client Development Senior Manager - Digital Experience, Virtual EventsCooley is seeking a Marketing & Client Development Senior Manager -... ...health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care...SeniorTaxFull timeTemporary workWork at officeImmediate startFlexible hoursWeekend work$145k - $210k
Marketing & Client Development Senior Manager of Governance, Planning & OperationsCooley is seeking a Marketing & Client Development Senior Manager of... ...health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care...SeniorTaxFull timeTemporary workFor contractorsWork at officeImmediate startFlexible hoursWeekend work$113.5k - $259.5k
...Ernst & Young LLP’s National Tax and EY EDGE practices are made... ...technical services to US and global clients. EDGE stands for Exceptional... ...our clients effectively manage their global payroll needs proactively... .... The EY GPO Client Solution Senior Manager is a client-facing...SeniorTaxSummer holidayLocal areaFlexible hours$125k - $201.9k
Andersen is seeking a Manager in their Alternative Investment Funds practice in San Francisco. The role involves overseeing tax projects, ensuring client satisfaction, and leading business development. Qualified candidates should have over 4 years of experience in an accounting...SeniorTax- 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
- ...scale the company’s financial operations across multiple entities, including funds and power trading entities. You will manage OMS/PMS, accounting, tax and audit, with a focus on building scalable processes and strong controls. Relocation assistance is provided. This is...SeniorTaxFull timeWork at officeRelocation package3 days per week
$130k - $145k
...Gartner Magic Quadrant for Contract Lifecycle Management, a Fortune Great Place to Work, and one... ...us 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 work- 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
- ...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
$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
- We are looking for an accomplished Senior Finance Manager to lead real estate finance activities for... ...management teams to guide budgeting, portfolio analysis, compliance oversight, and long... ....• Support external audits, tax-related deliverables, and financial institution...SeniorTaxContract work
- Hill International is seeking a Risk Manager in Berkeley, California to lead the project risk management in a complex capital program. You will maintain risk plans, manage the risk register, and advise leadership on threats and opportunities affecting scope, cost, and schedule...Senior
- ...Sr. Client Service Associate/ Sr. Client Service Manager Our Walnut Creek, CA office is looking for an Sr. Client Service Associate/ Sr. Client Service Manager... ...death claim processing May work with client's tax or legal counsel on client concerns Client Review...SeniorTaxFull timeTemporary workWork at officeFlexible hours
$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- ...Role We’re looking for Senior Integrations Engineers... ..., support, and product managers to build real-time and... ...with our partners and clients. What You’ll Do Scale... ...Device Allowance : Tax free funds for personal... ...fraud We are aware of individuals and entities...SeniorTaxHourly payFull timeFlexible hours
- ...Vaco Recruiter Services in Oakland, CA is seeking a Senior Tax Professional for a hybrid role requiring three days in the office. You... ...filings for businesses and individuals, and collaborate with clients to deliver accurate, timely tax services. You will conduct tax...SeniorTaxWork at office
- ...experienced underwriting professional to oversee a diverse portfolio of brokers, agents, and clients, applying market insights to drive profitable business... ..., with a focus on risk assessment, regulatory awareness, and mentorship of junior underwriters. #J-18808-Ljbffr...Senior
- ...Senior Tax Accountant Hybrid- Oakland Century Group is working with a client who is looking to add an experienced Senior Tax Accountant to their team. The Senior Tax Accountant is responsible for performing complex tax preparation, tax research and tax planning with...SeniorTaxWork experience placement
- ...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
$100k - $155k
The Basics:We are looking for a Senior Stock Administrator to support... .... This person will help manage the full lifecycle of RSU awards... ...internal trackers Assist with tax withholding and reporting for... ...is available here - .Please be aware of job offers coming from people...SeniorTaxFull timeLive inWork at officeWorldwideFlexible hours3 days per week$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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