Head of Financial Planning & Client Advisory
Techingenius
Techingenius is seeking a personal financial planning pro who will lead our client-advising efforts in San Francisco. You will serve as a fiduciary, offering holistic advice on saving, retirement, debt management, and investments, with emphasis on security, quality, and scalable systems. We value candidates with Go or functional programming experience (Elixir, NodeJS, Clojure, F#). You’ll collaborate with seasoned engineers to deepen expertise in Go and Elixir while delivering reliable, #J-18808-Ljbffr Techingenius
- Techingenius in San Francisco, CA, is seeking a Head of Inbound Marketing to lead our client advising efforts and drive holistic service delivery. You will work with stakeholders to optimize onboarding, engagement, and retention while upholding privacy and compliance standards...Suggested
$124.91k - $236.8k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to‑coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago...SuggestedLocal areaShift work$112.7k - $206.5k
Financial Accounting Advisory Services - Manager - Multiple Cities Other locations: Anywhere in Region... ...across all industries, listening to clients and delivering a truly exceptional experience... ...dental coverage, pension and 401(k) plans, and other benefits are included....SuggestedSeasonal workWork at officeFlexible hours$150k - $225k
...Services team in San Francisco. This role involves managing financial reporting advisory for private equity held portfolio companies. The candidate... ...compliance with US GAAP while driving improvements for clients. Applicants should have a CPA certification and 10-15 years...Suggested$300k
...beneficial AI systems. We are looking for a strategic and analytical Head of Corporate FP&A to partner with our leadership team during a period of rapid growth. In this role, you will lead financial planning processes, develop and publish financial reporting, and drive...SuggestedWork at officeHome officeVisa sponsorshipRelocation package$225k
...consulting firm is seeking a Senior Director for their Transaction Advisory/Financial Due Diligence team. The ideal candidate will have over 10... ..., leading financial due diligence processes for various clients. Responsibilities include mentoring team members, managing client...$140k - $170k
...beginning, our goal was to establish an advisory firm that stands apart from the rest - one... ...a positive experience not just for our clients, but for our people too. We firmly... ...clicking here. By joining our rapidly growing Financial Due Diligence practice, you will serve...Local areaFlexible hours3 days per week$225k
...take a hands-on approach to solving our clients' problems and assisting them in... ...Description Senior Director - Transaction Advisory/Financial Due Diligence The Team Global Transaction... ...fringe benefits consisting of healthcare plans, flexible spending and savings accounts...Odd jobWork at officeFlexible hours- Crowe is seeking a Manager in our national Tax Accounting Services practice to assist clients with tax provision, planning, and consulting. The ideal candidate will have a Bachelor's degree in Accounting, an active CPA license, and at least five years of experience in...Remote work
$102.3k - $150k
...leading tax services firm in San Francisco is seeking a Core Tax Services (CTS) Manager to oversee tax compliance and strategies for clients. This role requires significant experience managing ASC740 computations and leading teams. You will work closely with clients to...$136k - $165k
BDO USA is looking for an experienced Tax Manager for their Private Client Services in San Francisco. The role requires expertise in tax compliance and consulting for high net-worth individuals, utilizing strong communication and leadership skills. The ideal candidate...$125k - $145k
...Strategic Projects, Accounting Advisory Services manages the full-... ...Manager will be responsible for client relationship management... ...technical accounting issues, financial accounting policies and procedures... ...when using a work plan that follows best practices of...Work at office- ...Managing Director, Head of Strategic Initiatives About the Company Fast-growing financial planning & investment advisory firm Industry Financial Services Type... ...aligned with the vision of success for its clients. The successful candidate will be a trusted...
- ...The KPMG Advisory practice is at the forefront of transformation,... ...accounting advisory support to clients, including implementation assistance... ...that need a change in their financial reporting to U.S. Generally... ...of medical and dental plans, vision coverage, disability...H1bLocal area
- ...for a Senior Tax Manager in San Francisco to manage complex returns and provide advisory services to ultra-high-net-worth individuals. With a focus on client relationships and tax planning, this role requires 7+ years of public accounting experience and an active California...
$146.7k - $335.1k
...a better working world. When our clients are facing complex finance and controllership... ...can. The opportunity Our Financial Accounting Advisory Services (FAAS) team is growing... ...dental coverage, pension and 401(k) plans, and a wide range of paid time off options...Summer holidayFlexible hours$112.7k - $206.5k
...a better working world. When our clients are facing complex finance and controllership... ...can. The opportunity Our Financial Accounting Advisory Services (FAAS) team is growing... ...dental coverage, pension and 401(k) plans, and a wide range of paid time off options...Summer holidayWork at officeFlexible hours- ...Ventures. As our Accounting & Advisory Partner Manager, you'll... ...accounting firms, CPA practices, and financial advisory organizations that... ...recommend Anrok to their clients. Your partnerships will be a... ...translate them into concrete GTM plans Self‑starter who thrives in...Work at officeWorldwideFlexible hours3 days per week
$79.8k - $168k
BDO USA is seeking a Tax Manager for Transaction Advisory Services in San Francisco, California. This role is essential for ensuring timely delivery of client engagements and includes identifying tax risks, advising on strategies for acquisitions, and managing client engagements...$112.7k - $206.5k
Ernst & Young Advisory Services Sdn Bhd is looking for a Manager in their Financial Accounting Advisory Services team. The role involves working across various industries to provide exceptional client experiences and solutions to complex finance and controllership issues...$28 per hour
...fosters belonging and value for all. Accounting Advisory Overview BPM’s Outsourced Accounting team calibrates financial and accounting processes and systems to meet... ...than a “vendor”, we serve as an extension of our client’s business. We know that our clients challenges...Hourly pay16 hoursFull timeApprenticeshipInternshipWork at officeLocal areaFlexible hours$124.91k - $236.8k
Baker Tilly US is seeking an experienced Financial Advisory Manager in San Francisco to lead projects that assist middle-market financial institutions... .... Strong communication skills and a track record of client relationship management are essential. This role offers a competitive...$100k - $125k
...Assurance Manager, Accounting Advisory & Outsourcing is responsible for... ...Duties Works directly with clients in understanding and resolving technical accounting and financial reporting matters Researches... ...implement an Employee Stock Ownership Plan (ESOP). A qualified retirement...Work experience placementWork at office$150k - $225k
(Financial Reporting Advisory) OVERVIEW A&M CFO Services work with private equity held portfolio companies and provide their clients with solutions to preserve and generate value for their businesses... ...Strategic Analytics & Planning Performance Measurement & Management...Part timeWork experience placementInterim roleFlexible hours$175k - $250k
...The Senior Director - CFO Services (Financial Reporting Advisory) leads efforts to improve transparency... ...services. Lead strategic analytics and planning initiatives. Drive performance... ...results, or unreconciled accounts. Guide clients through IPO readiness, drafting SEC...Work experience placementFlexible hours- ...Tax Senior Associate to join our Private Client Services (PCS) practice. We are looking... ...largest and fastest growing accounting and advisory firms in the industry. You will have the... ...to reach their short- and long-term financial goals. Operating within a culture where...Temporary workPrivate practiceLocal area
- ...Tax practice in California. You will provide tax compliance and advisory services to corporations and partnerships, collaborating on ASC... ...and tax provisions. Lead a multi-disciplinary team, oversee client relationships, and manage engagements, billing, and budgets. The...
- BDO USA's Experienced Manager, Strategic Projects in Accounting Advisory Services leads the full lifecycle of engagements, overseeing... ...management, and work product reviews while maintaining strong client relationships. You will guide discovery, apply GAAP knowledge,...
- ...Francisco. In this hybrid role, you will partner with stakeholders to shape and support the AI roadmap in Advisory Services. Responsibilities include leading financial planning and analysis automation efforts and implementing impactful AI solutions. The ideal candidate will...
$95.4k - $180.4k
...world of change, empowering our clients and people to realize their... ...guidance and customized advisory services to navigate family dynamics... ...structures, succession planning, risk, and reporting requirements... ..., risk management, or financial structures. Advanced certifications...Temporary workWork experience placementInternshipWork at officeLocal area
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