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Job DescriptionTax Manager – Estate, Gift & Trust San Jose, CA (Hybrid Preferred) Many office locations throughout the region | Fully Remote Considered Anywhere in the U.S. California-based candidates preferred, candidates with proper background encouraged to apply regardless of location. A top national public accounting firm is actively seeking a Tax Manager with deep Estate, Gift & Trust expertise to join its growing Private Client / Private Wealth practice. This is a high-impact opportunity for a tax professional who enjoys advising high-net-worth individuals, families, trusts, estates, and closely held entities, while also serving as a strategic leader to both clients and internal teams. While the role is tied to the San Jose office, the firm offers strong flexibility. Hybrid is preferred, but they are open to a fully remote arrangement anywhere in the United States for the right individual, with California remaining the ideal market. This opportunity offers the chance to step into a visible leadership seat within a nationally recognized platform known for strong resources, excellent client relationships, and real upward mobility. What You’ll Be Doing • Lead Estate, Gift & Trust tax compliance and consulting engagements, • Advise high-net-worth families and private clients on complex tax planning matters, • Review fiduciary, estate, gift, and individual tax returns, • Serve as a trusted advisor to clients on wealth transfer and succession strategies, • Manage multiple client engagements while ensuring deadlines and profitability goals are met, • Mentor, develop, and review the work of tax seniors and staff, • Partner closely with firm leadership on client growth and relationship expansion, • Identify planning opportunities across trust, estate, gift, and private wealth structures, • Build strong internal and external referral relationshipsWhat Makes This Opportunity Stand Out, • Highly visible leadership-track Tax Manager role, • Access to sophisticated private wealth / trust & estate clients, • Hybrid San Jose platform with remote flexibility nationwide, • Strong preference for California market exposure, • National firm resources with entrepreneurial team feel, • Long-term path toward Senior Manager / Director / Partner, • Excellent work-life flexibility and autonomyIdeal Background, • CPA, EA, or JD required, • 5+ years in public accounting tax, • Strong experience in Estate, Gift, Trust, and Private Wealth taxation, • Prior experience reviewing complex fiduciary and individual returns, • Leadership or supervisory experience mentoring staff, • Strong client-facing communication and advisory mindset Confidential inquiries encouraged. If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. (605) 601-4597

At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Be knowledgeable about Northwestern Mutual financial products and financial market trends. Financial Managemen

Lateral-US/job/Manteca/Financial-Solutions-Advisor---San-Joaquin-Valley-Area_26013535-2). Lateral-US/job/Manteca/Financial-Solutions-Advisor---San-Joaquin-Valley-Area_26013535-2). Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage product

Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. As a financial advisor with Edward Jones, you'll develop and grow your own practice, sup

Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services). Achieved add

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. As a financial advisor with Edward Jones, you'll develop and grow your own practice, sup

High level PROJECT MANAGER with experience in Federal Contracting for Bay Area Operations.Patriot Construction is a rapidly growing company among the top in federal, government and military construction projects.BASIC FUNCTIONS: The Project Manager delivers small and large scale Federal Construction

We are committed to a holistic approach towards benefits plans and programs that support the mental, physical and financial well-being of our associates.

This includes developing SOW, business proposals, functional requirements, project plan w/milestones, financials, and implementation plan. Jabil will not ask for your personal identifying information such as a social security number, birth certificate, financial institution, driver's license number

We are committed to a holistic approach towards benefits plans and programs that support the mental, physical and financial well-being of our associates.

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions to merchants.Slice has put together a comprehensive package of products and services.Slice delivers a

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Lead Key Projects from Specs to Sales Success The Division Project Manager is the driving force behind converting project specifications into sales by coordinating efforts across Account Managers, Field Engineers, Fire Protection Specialists, and Regional Managers.This role leads critical job site m

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Introducing products such as life insurance, annuities, and Indexed Universal Life (IUL), helping clients plan and protect their financial future.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Kensington Partners Group is a fast-growing financial services organization focused on innovation, client success, and long-term financial protection. In this position, you'll connect with interested clients, present tailored financial solutions, and develop meaningful, long-term relationships, all

Customer Support / Remote] - Anywhere in U.Medical, dental & vision / 401k - As a Customer Service Rep at DGI Supply, you will: Handle customer and sales interactions via phone, email and tickets within the Customer Care Box; Process requests for quotations, order entry and product questions from cu

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. During the training period, your PDM or PTM will accompany yo

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

At VITAS Healthcare, we've been the nation's leading end-of-life care provider for more than 45 years.We're not just a hospice company—we're a mission-driven movement built on compassion, support, and growth.When you join VITAS, you're stepping into a culture that invests in you: your development,

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Employee assistance program (mental health, legal, and financial support).

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

You'll be offering financial products such as life insurance, annuities, and Indexed Universal Life (IUL) policies.

Meet with clients virtually to present customized insurance and financial protection solutions. Driven to achieve personal and financial goals.

Oversee project financials, ensuring visibility into budgeting, forecasting, and performance against plan.

We are seeking a highly motivated and sports-minded Sales Representative to join our team.The successful candidate will be responsible for identifying new sales opportunities, building relationships with customers, and promoting our brand.The Sales Representative will report to the Sales Manager and

Strong financial modeling and budgeting skills; in-depth knowledge of CA building codes, permitting, and construction practices.