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Client Services Manager Jobs in San Jose

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Search Results - Client Services Manager Jobs in San Jose
EisnerAmper-San Jose
Overview In this Tax Senior Manager role within Private Client Services, you lead a team to deliver high-net-worth tax planning and compliance with precision and partner collaboration. You’ll drive client relationships, engage in business...
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GYMGUYZ Silicon Valley-San Jose
referral, and expansion opportunities.  •  Resolve coverage and client-service problems quickly.  •  Direct two experienced virtual assistants.  •  Maintain an accurate dashboard using our CRM and AI-assisted tools.  •  Escalate problems early...
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EisnerAmper-San Jose
Overview In this Tax Senior Manager role within Private Client Services, you lead a team to deliver high-net-worth tax planning and compliance with precision and partner collaboration. You’ll drive client relationships, engage in business...
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BMO Financial-San Jose
relationships with key client stakeholders to become a trusted advisor and influence long-term financial decisions.  •  Sources new revenue and investments through client acquisition and deepening existing relationships.  •  Delivers consistent client service using...
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EisnerAmper-San Jose
Overview In this Tax Senior Manager role within Private Client Services, you lead a team to deliver high-net-worth tax planning and compliance with precision and partner collaboration. You’ll drive client relationships, engage in business...
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H&R Block-San Jose
Professionals and Client Service Professionals, coaching teams to anticipate client needs, deliver expert guidance, and create a welcoming, confident experience in every office. As a visible, hands-on leader, you'll balance strategic oversight with in-office...
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Wheeler Accountants LLP-San Jose
managing accounting and bookkeeping for assigned clients, including bank reconciliations  •  Experience preparing payroll journal entries and completing work-in-progress and other month-end reconciliations  •  Experience preparing payroll tax and sales...
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H&R Block-San Jose
Professionals and Client Service Professionals, coaching teams to anticipate client needs, deliver expert guidance, and create a welcoming, confident experience in every office. As a visible, hands-on leader, you'll balance strategic oversight with in-office...
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Waxing The City of Willow Glen-San Jose
of the business from client service, human resource management, local marketing/PR, inventory, and fiscal accountability. This person will also be passionate about the beauty industry, engaged in ongoing learning, and enthusiastic about the local community...
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EisnerAmper-San Jose
Overview In this Tax Senior Manager role within Private Client Services, you lead a team to deliver high-net-worth tax planning and compliance with precision and partner collaboration. You’ll drive client relationships, engage in business...
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SingerLewak-San Jose
on client service and technological evolution. The Manager is the liaison between the Partner, the client, and the professional staff. Managers are responsible for managing multiple auditing and accounting projects and client engagements simultaneously...
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EisnerAmper-San Jose
Overview In this Tax Senior Manager role within Private Client Services, you lead a team to deliver high-net-worth tax planning and compliance with precision and partner collaboration. You’ll drive client relationships, engage in business...
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APR-San Jose
Job Description Job Description Job Title: Commercial Lines Account Manager | Client Service Manager | CSR Salary: $70k- $80k base salary Location: San Jose, California | Hybrid (willing to consider fully remote for the right candidate) Job...
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A&O Shearman-San Jose
and the ability to prioritize a number of responsibilities, while maintaining accuracy.  •  Excellent written and oral communication skills – including the ability to tailor the communication style to a specific audience.  •  Strong client service orientation...
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H&R Block-San Jose
Professionals and Client Service Professionals, coaching teams to anticipate client needs, deliver expert guidance, and create a welcoming, confident experience in every office. As a visible, hands-on leader, you'll balance strategic oversight with in-office...
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