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TAX SENIOR MANAGER, PRIVATE CLIENT ADVISORS

Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns. Provide co...

CompanyArmanino
AddressSan Ramon, CA
CategorySales/marketing
Salary$110,000 - $225,000 a year
Job typeFull-time
Date Posted 2 weeks ago See detail

Tax Senior Manager, Private Client Advisors

Armanino

San Ramon, CA

$110,000 - $225,000 a year

Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns. Provide co...

Client Relationship Manager - 29027

Exela Technologies

Troy, MI

From $70,000 a year

401(k). Dental insurance. Health insurance. Paid time off. Vision insurance. 8 hour shift. Monday to Friday. Client Relationship: 4 years (Required). Print Industry: 4 years (Required). Troy, MI: Relocate before starting work (Req...

Client Services Account Manager

Steris

Detroit, MI

$61.7K - $78.2K a year

Maintain and Grow SPM Business. Assist current Customers with identifying additional solutions to help them increase their utilization of SPM (interfaces, modules, mobile hand scanners). Lead and deliver Customer onsite work. Act...

Client Service Manager - Aviation

Gallagher

Ormond Beach, FL

$62.8K - $79.5K a year

The Branch Client Service Manager II directly contributes to key business outcomes such as client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and encouragi...

Client Relationship Manager

Acquire Bpo

Irving, TX

$95,000 - $120,000 a year

Management and compliance to performance SLAs, targets and commercial requirements within the assigned portfolio. Create, develop, and present strategic account review sessions with key clients within the assigned portfolio. Assum...

Customer Experience Solutions - Enterprise Customer Success Manager, (Remote US/CAN)

Evercommerce

Oakland, CA

$110,000 - $120,000 a year

Oversight of enterprise-level relationships consisting of dozens to hundreds of individual locations and franchises Proactive outreach to your portfolio of customers by phone and email Perform recurring executive business reviews...

Client Service Manager - PA

Highmark Health

Remote - Pennsylvania, United States

Partner with assigned Client Manager(s) to maintain and grow existing business and ensures positive account relationships are maintained. Assist in the preparation of benefit design analysis for specialized proposals and quotes. R...

Tax Senior Manager - Private Client Services

Morrison & Morrison

San Francisco, CA

$120,000 - $200,000 a year

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a cu...

Employee Benefits, Large Group - Senior Client Manager

Newfront

United States

Build strategic relationships with Mid-Market and Large Group (over 100+ Lives) clients and carrier partners.. Manage Mid-Market client project plans and lead client calls, serve as the primary contact for clients.. Support Benef...

Customer Success Manager, iGaming

Paysafe

Jacksonville, FL

Building and maintaining strong, long-lasting customer relationships. Developing a deep understanding of customer needs and requirements. Ensuring the timely and successful delivery of solutions according to customer needs and obj...

Tax Managing Director, Private Client Services

Bdo Consulting

Lorida, FL

Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunities. Provides Executive presence and acts as the primary client contact for...

Experienced Tax Manager, Private Client Services

Bdo Consulting

Schiller Park, IL

A Private Client Services (PCS) Experienced Tax Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business develop...

Tax Manager, Private Client Services

Bdo Consulting

California, United States

A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people...

Tax Manager, Private Client Services

Bdo Consulting

Dearborn, MI

A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people...

Tax Managing Director, Private Client Services

Bdo Consulting

Schiller Park, IL

Coordinates and performs tax planning, preparation and research for high net worth individuals and related business, trusts, estates, and charitable entities. Oversees client engagements, supervises and reviews work of staff membe...

Tax Managing Director, Private Client Services

Bdo Consulting

United, PA

Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunities. Provides Executive presence and acts as the primary client contact for...

Tax Manager, Private Client Services

Bdo Consulting

Texas, United States

Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities. Works directly with clients and their advisors to gather information needed t...

Tax Managing Director, Private Client Services

Bdo Consulting

New York, NY

Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunities. Provides Executive presence and acts as the primary client contact for...

Tax Experienced Manager, Private Client Services

Bdo Consulting

Virginia, United States

A Private Client Services (PCS) Experienced Tax Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business develop...

Tax Managing Director, Private Client Services

Bdo Consulting

Virginia, United States

Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunities. Provides Executive presence and acts as the primary client contact for...

Tax Manager, Private Client Services

Bdo Consulting

Richmond, VA

A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people...

Director, Fund/Client Accounting Manager

Bny Mellon

Lorida, FL

Directs a Fund Accounting area consisting of multiple teams that are responsible for conducting accounting services on behalf of a broad array of assigned clients including determining net asset values, calculating fund performanc...

Client Manager - Total Rewards, Employee Benefits

Newfront

United States

Build strategic relationships with Mid-Market & Large clients (100-500 + lives) and carrier partners.. Manage client project plans and lead client calls, serve as the primary contact for clients.. Support the Business Consultant...

Customer Success Manager

Curv Group Llc

United States

KeySmart . Statik . Floatie Kings . Create Custom Molds. Approach existing clients through telephone, email, and social media to understand and meet their needs.. Demonstrate strong interpersonal skills, consistently providin...

Manager, Strategic Relationships & Client Consulting

Ford Motor Company

Dearborn, MI

$113K - $143K a year

5+ years experience working for a Fleet Management Company 3+ years experience in managing a data/analytics team. 3+ years of experience in building & supporting data-driven approaches and tools to support clients Experienced in...

Tax Manager, Private Client Services

Bdo Consulting

Texas, United States

A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people...

Tax Manager, Private Client Services

Bdo Consulting

California, United States

Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities. Works directly with clients and their advisors to gather information needed t...

Tax Manager, Private Client Services

Bdo Consulting

Ohio, United States

A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people...

Tax Manager, Private Client Services

Bdo Consulting

United, PA

A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people...

Tax Manager, Private Client Services

Bdo Consulting

Virginia, United States

A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people...