Talent.com

Client services manager Jobs in San Francisco, CA

Create a job alert for this search

Client services manager • san francisco ca

Last updated: 3 days ago

Tax Manager - Private Client Services

AndersenSan Francisco, CA, United States
$125,000.00 yearly
Full-time

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!/h2pAt Andersen, we dont just offer a career; we provide a thrilling expedition into the world of Tax, Valuatio... Show more

Tax Manager, Private Client Services

BDO USASan Francisco, CA, United States
Full-time

Private Client Services Tax Manager.Private Client Services at BDO is a boutique practice within our firm.Offering a high touch approach, we have extensive experience serving high net-worth individ... Show more

Client Services Analyst I

SS&C TechnologiesSan Francisco, CA, US
$60,000.00 yearly
Full-time

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financia... Show more

Client Manager

VouchSan Francisco, CA, United States
$80,000.00 yearly
Full-time

Vouch is the risk advisor that powers ambition.We're a tech-enabled insurance advisory and brokerage purpose-built for growing companies in technology, life sciences, and professional services.Our ... Show more

Blackstone Private Wealth - Client Services, Analyst

BlackstoneSan Francisco, CA, United States
$100,000.00 yearly
Full-time

Blackstone Private Wealth Investor Services Associate.Blackstone is the world's largest alternative asset manager.We seek to create positive economic impact and long-term value for our investors, t... Show more

Client Services Associate

TradeJobsWorkforce94144 San Francisco, CA, US
Full-time

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more

 • Promoted

Client Manager

US BankSan Francisco, CA, United States
$98,345.00 yearly
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

Business Process Specialist, Private Client Services

US012 Marsh & McLennan Agency LLCEmbarcadero,San Francisco
Full-time +1

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people.The industry’s brightest talent drive our efforts to deliver purposeful w... Show more

Client Success Manager

TradeJobsWorkForce94117 San Francisco, CA, US
Full-time

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to ... Show more

 • Promoted

Investor Relations, Client Services Associate

A-Frame SearchSan Francisco, CA, United States
Full-time

Investor Relations, Client Services Associate/h2pLocation: San Francisco | Hybrid (4 days in, 1 remote)/ppIndustry: Asset Management / Financial Services/ppFirm Style: Collaborative, fast-paced, an... Show more

Client Services Executive

Bay FCSan Francisco, CA, United States
$26.00 hourly
Full-time

Bay FC is the first NWSL team in the Bay Area.Women's National Team legendsBrandi Chastain, Aly Wagner, Danielle Slaton, and Leslie Osbornein partnership with global investment firm Sixth Street, B... Show more

Tax Manager, Private Client Services/HNWI

AprioSan Francisco, CA, United States
$98,500.00 yearly
Full-time

Tax Manager - Private Client Services.Join Aprio's Tax team and you will help clients maximize their opportunities.Aprio is a progressive, fast-growing firm looking for a Tax Manager - Private Clie... Show more

Client Services Associate

TransPerfectSan Francisco, CA, US
Full-time

Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow ... Show more

Tax Senior Manager - Private Client Services

EisnerAmper LLPSan Francisco, CA, United States
Full-time

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone... Show more

Client Report Services - Senior Analyst

CallanSan Francisco, CA, United States
$90,000.00 yearly
Full-time

Senior Analyst, Client Report Services/h2pCallan is seeking a new team member to join our Client Report Services (CRS) team in Portland, OR, or San Francisco headquarters.As a senior analyst at Cal... Show more

Manager, Accounting Advisory Services

KPMGSan Francisco, CA, US
Full-time

The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG.Looking ahead, we anticipate cont... Show more

 • Promoted

Tax Experienced Associate - Private Client Services

Baker TillySan Francisco, CA, United States
$88,990.00 yearly
Full-time

Are you interested in joining one of the fastest growing public accounting firms, now that Baker Tilly and Moss Adams have merged into the #6 firm in the U.Would you like the ability to focus on on... Show more

People also ask
Tax Manager - Private Client Services

Tax Manager - Private Client Services

AndersenSan Francisco, CA, United States
30+ days ago
Salary
$125,000.00 yearly
Job type
  • Full-time
Job description

divh2Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!/h2pAt Andersen, we dont just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. Youll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms./ppBut thats not all; were more than just a company; were a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top./ppWe believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, lets write the story of your success!/ph3The Role/h3pManagers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates./ppManagers can expect to:/pulliEngage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.);/liliMaintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively;/liliConduct primary and secondary review of complex tax returns including federal and state filings;/liliDraft technical tax memoranda;/liliSupervise, train, mentor, and evaluate Intern, Associate and Senior Associates; and/liliReceive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc./li/ulh3The Requirements/h3ulli4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience;/liliBachelors and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred);/liliAdvanced credential allowing for IRS client representation (i.e. CPA or JD);/liliSelf-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and/liliProficient use of technology./li/ulpstrongCompensation and Benefits/strong/ppOur firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally./ppSalary Range : For individuals hired to work in San Francisco, the expected salary range for this role is $125,000 - $201,900. Actual compensation will be determined based on the candidates qualifications, experience, and skill set./ppBenefits : Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firms 401(k) plan upon hire. We offer 200 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law./p/div