Beauty Advisor - La Prairie SaksBeauty Advisor - La PrairiePalo Alto, CaliforniaAdditionally, the Beauty Advisor will focus on in-house training programs, pre-booked facial consultation events, and maintaining a properly merchandised counter while proficiently closing the retail sale. It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives.
Beauty Advisor-La Mer SaksBeauty Advisor-La MerSan Francisco, FloridaAdditionally, the Beauty Advisor will focus on in-house training programs, pre-booked facial consultation events, and maintaining a properly merchandised counter while proficiently closing the retail sale. Its unique approach combines an emphasis on the digital customer experience with a strong connection to a network of 14 extraordinary locations across North America for seamless, all-channel shopping.
Beauty Advisor-Le Labo SaksBeauty Advisor-Le LaboSan Francisco, FloridaAdditionally, the Beauty Advisor will focus on in-house training programs, pre-booked facial consultation events, and maintaining a properly merchandised counter while proficiently closing the retail sale. Its unique approach combines an emphasis on the digital customer experience with a strong connection to a network of 14 extraordinary locations across North America for seamless, all-channel shopping.
NewNeiman Marcus Beauty Advisor - $19-$25 SaksNeiman Marcus Beauty Advisor - $19-$25San Francisco, CaliforniaAdditionally, the Beauty Advisor will focus on in-house training programs, pre-booked facial consultation events, and maintaining a properly merchandised counter while proficiently closing the retail sale. It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives.
Beauty Advisor-Ex Nihilo SaksBeauty Advisor-Ex NihiloSan Francisco, FloridaAdditionally, the Beauty Advisor will focus on in-house training programs, pre-booked facial consultation events, and maintaining a properly merchandised counter while proficiently closing the retail sale. Its unique approach combines an emphasis on the digital customer experience with a strong connection to a network of 14 extraordinary locations across North America for seamless, all-channel shopping.
Beauty Advisor - Augustinus Bader SaksBeauty Advisor - Augustinus BaderSan Francisco, FloridaAdditionally, the Beauty Advisor will focus on in-house training programs, pre-booked facial consultation events, and maintaining a properly merchandised counter while proficiently closing the retail sale. Its unique approach combines an emphasis on the digital customer experience with a strong connection to a network of 14 extraordinary locations across North America for seamless, all-channel shopping.
Beauty Advisor SaksBeauty AdvisorPalo Alto, CaliforniaAdditionally, the Beauty Advisor will focus on in-house training programs, pre-booked facial consultation events, and maintaining a properly merchandised counter while proficiently closing the retail sale. It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives.
People and Culture Advisor / Agency-Wide Trainer Catholic CharitiesPeople and Culture Advisor / Agency-Wide TrainerSan Francisco, CaliforniaKnowledge, Skills & Abilities: Exceptional communication, presentation, and interpersonal skills to deliver engaging training, convey complex ideas clearly and build strong relationships across levels. Provide ongoing advisory services to managers and staff regarding various topics to assist the growth and development of all staff and leadership.
Beauty Advisor - Chanel SaksBeauty Advisor - ChanelSan Francisco, FloridaDemonstrate professional make-up and treatment consultation and application YOUR LIFE AND CAREER AT SAKS FIFTH AVENUE: • Opportunity to work in a innovative environment with a company experiencing transformational growth • Exposure to rewarding career advancement opportunities across the largest multi-brand luxury retailer from retail to distribution, to digital or corporate • Comprehensive benefits package for all eligible full-time employees (including medical, vision and dental) • An amazing employee discount SALARY AND OTHER BENEFITS: Factors which may affect starting pay within this range may include market, experience and other qualifications of the successful candidate. WHAT YOU WILL DO: • Model all Saks Fifth Avenue Principles ( Greet, Relate, Exceed, Attend and Thank) • Focus on achieving and exceeding individual and vendor line sales goals, event sales goals, and department daily monthly sales goals.
Beauty Advisor-Chanel SaksBeauty Advisor-ChanelSan Francisco, FloridaAdditionally, the Beauty Advisor will focus on in-house training programs, pre-booked facial consultation events, and maintaining a properly merchandised counter while proficiently closing the retail sale. Its unique approach combines an emphasis on the digital customer experience with a strong connection to a network of 14 extraordinary locations across North America for seamless, all-channel shopping.
Beauty Advisor - Dior SaksBeauty Advisor - DiorSan Francisco, FloridaAdditionally, the Beauty Advisor will focus on in-house training programs, pre-booked facial consultation events, and maintaining a properly merchandised counter while proficiently closing the retail sale. Its unique approach combines an emphasis on the digital customer experience with a strong connection to a network of 14 extraordinary locations across North America for seamless, all-channel shopping.
Beauty Advisor - Killian SaksBeauty Advisor - KillianSan Francisco, FloridaDemonstrate professional make-up and treatment consultation and application YOUR LIFE AND CAREER AT SAKS FIFTH AVENUE: • Opportunity to work in a innovative environment with a company experiencing transformational growth • Exposure to rewarding career advancement opportunities across the largest multi-brand luxury retailer from retail to distribution, to digital or corporate • Comprehensive benefits package for all eligible full-time employees (including medical, vision and dental) • An amazing employee discount SALARY AND OTHER BENEFITS: Factors which may affect starting pay within this range may include market, experience and other qualifications of the successful candidate. WHAT YOU WILL DO: • Model all Saks Fifth Avenue Principles ( Greet, Relate, Exceed, Attend and Thank) • Focus on achieving and exceeding individual and vendor line sales goals, event sales goals, and department daily monthly sales goals.
Solar Service Advisor Start your career with Simply SolarSolar Service AdvisorPetaluma, CaliforniaPrepare accurate, professional quotes for all service work, including: panel and system removal & reinstallation (R&R) for roofing projects, system troubleshooting and diagnostics, inverter, panel, and component repairs, battery storage additions (e.g., Enphase, Tesla Powerwall, Franklin), system expansions and panel add-ons, and real estate solar inspection reports and production summaries for home sales. You'll own the full lifecycle of our solar service work from generating leads and writing quotes to scheduling jobs and directing technicians in the field each day.
Beauty Advisor-Dior SaksBeauty Advisor-DiorSan Francisco, FloridaAdditionally, the Beauty Advisor will focus on in-house training programs, pre-booked facial consultation events, and maintaining a properly merchandised counter while proficiently closing the retail sale. Its unique approach combines an emphasis on the digital customer experience with a strong connection to a network of 14 extraordinary locations across North America for seamless, all-channel shopping.
NewJ.P. Morgan Advisors - Client Service Manager - Vice President - San Francisco, CA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Client Service Manager - Vice President - San Francisco, CASan Francisco, CAFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Service Advisor - PI Toyota MarinService Advisor - PISan Rafael, CADuties and Responsibilities: Responsible for understanding and complying with California Labor Code and all wage and hour laws, including but not limited to compensating employees for all hours worked; providing meal, rest, and recovery periods; and maintenance of accurate time records. Provides customers with information and advice on warranty protections, potential cost savings, and the advantages of trading in versus fixing their car.
Beauty Advisor - Part Time (Concord, CA, US, 94520) SephoraBeauty Advisor - Part Time (Concord, CA, US, 94520)Concord, CA$2,260–$2,600 / hourQualifications/Experience Previous experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Service Advisor Concord ChevroletService AdvisorConcord, CaliforniaThe position also may also pay a production bonus based on individual or team performance that may range from $0.00 (if baseline benchmarks are not met) without any fixed upper limit. Take ownership of the customer's experience by carrying out those additional assignments that allow the dealership to leave a positive impression with the customer.
NewBeauty Advisor - Part Time (San Ramon, CA, US, 94583) SephoraBeauty Advisor - Part Time (San Ramon, CA, US, 94583)San Ramon, CA$2,260–$2,600 / hourQualifications/Experience Previous experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
NewBeauty Advisor - Part Time (Corte Madera, CA, US, 94925) SephoraBeauty Advisor - Part Time (Corte Madera, CA, US, 94925)Corte Madera, CA$2,260–$2,600 / hourQualifications/Experience Previous experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Licensed Beauty Advisor - Part Time (San Francisco, CA, US, 94102) SephoraLicensed Beauty Advisor - Part Time (San Francisco, CA, US, 94102)San Francisco, CA$2,400–$2,760 / hourKey Responsibilities Drive results Help achieve store goals by providing and rebooking beauty services, servicing clients, and selling products. Perform beauty services Provide makeup, waxing, and other services listed in Sephora’s Beauty Services menu.
Community Development Advisor Northstar Memorial GroupCommunity Development AdvisorSan Mateo, CA$55,000–$120,000 / yearThis role is about building trust in the community, educating families about their options, and guiding them through thoughtful preplanning decisions for cemetery property, merchandise, services, and prearranged funeral or cremation plans. NorthStar Memorial Group is seeking a Community Development Advisor at Skylawn Funeral Home, Crematory and Memorial Park for Pre-Need Planning of Cemetery & Funeral Services .
Beauty Advisor - Full Time (Walnut Creek, CA, US, 94596) SephoraBeauty Advisor - Full Time (Walnut Creek, CA, US, 94596)Walnut Creek, CA$2,260–$2,600 / hourQualifications/Experience Previous experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Beauty Advisor - Flex (Palo Alto, CA, US, 94304) SephoraBeauty Advisor - Flex (Palo Alto, CA, US, 94304)Palo Alto, CA$2,260–$2,600 / hourQualifications/ExperiencePrevious experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Licensed Beauty Advisor - Part Time SephoraLicensed Beauty Advisor - Part TimeSan Francisco, CAJob ID: 290397Store Name/Number: CA-Powell (0058)Address:33 Powell Street, San Francisco, CA 94102, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time:Part TimePosition Type: Regular. While at Sephora, you'll enjoyInclusion & Belonging We pledge to create a beauty community where everyone's uniqueness is celebrated, respected, and honoredMeaningful Rewards Sephora offers comprehensive healthcare and wellbeing benefits based on eligibility; Details can be found Here$24.00 - $27.60/hr.
Licensed Beauty Advisor - Full Time SephoraLicensed Beauty Advisor - Full TimePalo Alto, CAJob ID: 290274Store Name/Number: CA-Stanford (0048)Address:355 Stanford Shopping Center, Palo Alto, CA 94304, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time:Full TimePosition Type: Regular. While at Sephora, you'll enjoyInclusion & Belonging We pledge to create a beauty community where everyone's uniqueness is celebrated, respected, and honoredMeaningful Rewards Sephora offers comprehensive healthcare and wellbeing benefits based on eligibility; Details can be found Here$24.00 - $27.60/hr.
Client Advisor - Palo Alto Richemont North AmericaClient Advisor - Palo AltoPalo Alto, California$24–$26 / hourToday, the Maison advances through cutting-edge research, sustainability, and empowering modern heroes with a team that passionately brings value to Panerai's distinctive mix of Italian spirit and Swiss watchmaking excellence. Founded in 1860 in Florence as a workshop, shop and subsequently school of watch-making, Panerai is renowned for producing high-precision instruments for the Italian Navy with a pulse on innovation and function.
Tax - Manager, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax - Manager, Legal Business Services - TechnologySan Jose, CA$134,475–$274,750 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
Business Tax Services- Exempt Organization - Senior Ernst & Young Global LtdBusiness Tax Services- Exempt Organization - SeniorSan Francisco, CA$81,500–$134,600 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. As a Senior, youll provide clients with tax guidance and planning related to protecting tax-exempt status preparing and reviewing tax returns for exempt organizations and their taxable affiliates (990s/1120s/1065s and related filings; including international filings, IRS audit defense strategies, and other tax matters).
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713196 Ernst & Young Global LtdAssurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713196San Francisco, CAMust have 2 years of experience in engagement management, engagement execution and reporting, and client relationship building while serving clients in one or a combination of the following industries: Asset management industry, including mutual fund complexes, hedge funds, private equity funds, and/or other investment vehicles. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com.
Sustainability Advisor Republic Services IncSustainability AdvisorSan Pablo, CA$70,500–$96,900 / yearRepublic has partnered with renewable gas developers to construct Renewable Natural Gas (RNG) plants at our landfills, expanding beyond the 77 projects we currently have to make progress towards our goal to beneficially reuse 50% more biogas by 2030 (2017 baseline year). The Sustainability Advisor works directly with the Company's customer base via telephone, onsite visits, events, trade shows and outreach educational programs to identify and educate them on proper recycling techniques to improve the quality of materials received at our Recycling Center(s).
Business Sales Representative ADT IncBusiness Sales RepresentativeConcord, CAWhat you will do: You'll use your strong communication and creative problem-solving skills to demonstrate the value of our innovative security and smart business solutions to small business customers while explaining our products and services in depth and recommending the right options for their needs. Customize each system to fit the business's layout, operations, and security needs, combining security, automation, and life-safety technology in ways that support how they work.
Business Development Representative Aprio Technologies, Inc.Business Development RepresentativeWalnut Creek, CA$85,000–$110,000 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Your primary focus will be on managing inbound lead flow, qualifying early-stage opportunities, developing draft price quotes, and executing outbound campaigns to generate new business opportunities for the SOC/ISO and CMMC practices.
Associate - Advocacy & Controversy Tax Baker Tilly Advisory Group, LPAssociate - Advocacy & Controversy TaxSan Francisco, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. 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 and Boston.
Sr. HR Business Partner, G&A Checkr IncSr. HR Business Partner, G&ASan Francisco, CA$165,000–$194,000 / yearDemonstrated comfort with AI tools and a track record of personally driving or executing AI-enabled initiatives (e.g., automating HR workflows, using AI for data synthesis/insights, piloting AI tools with leadership teams); direct hands-on experience strongly preferred over exposure alone. We''re looking for someone who''s comfortable championing that shift within their client group, has personally used or built AI-driven solutions to improve HR processes or business outcomes, and is excited to bring that mindset to how Legal, People, and Finance operate.
NewStaff People Business Partner SoftBank Investment AdvisersStaff People Business PartnerMountain View, CA$133,000–$215,000 / yearAurora expects commitment to our safety policies from every employee, and seeks candidates who take an active responsibility, can contribute to building an atmosphere of trust, and invest in the organization's long-term success by prioritizing working safely, no matter what. In this role you will: Execute Strategic Programs: Lead the design and delivery of major projects (e.g., org redesigns, specialized talent programs) that have broad applicability across multiple business units.
Associate Wealth Advisor Beacon Pointe Advisors LLCAssociate Wealth AdvisorPleasant Hill, CAThis individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
Regional Advisor Consultant, Sales - West Region (Hybrid Wholesaler) (DBA) American Beacon PartnersRegional Advisor Consultant, Sales - West Region (Hybrid Wholesaler)SF, CARemoteFull timeThey cultivate relationships and drive sales for financial products like SMAs, mutual funds, private funds, and exchange-traded funds (ETFs) by using a mix of phone and virtual interactions with financial advisors, in addition to in-person meetings. Cross Collaboration: Partner with other wholesalers, including internal sales desk teams and external wholesalers, to create a seamless "one team" experience for advisors and execute sales strategies.
Financial Solutions Advisor - Stonestown Financial Center Bank of AmericaFinancial Solutions Advisor - Stonestown Financial CenterSan Francisco, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Solutions Advisor Registration Candidate - Concord Center Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Concord Center Financial CenterConcord, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewChief of Staff & Strategic Advisor to Senior Vice President - Government Programs (Medicare/Medicaid Strategy) Macpower Digital Assets Edge Private LimitedChief of Staff & Strategic Advisor to Senior Vice President - Government Programs (Medicare/Medicaid Strategy)Oakland, CARemote$140,000–$194,000 / yearServes as a lead consultant to ensure the alignment, buy-in, and coordination of diverse stakeholders to drive the implementation of strategic business initiatives and projects/programs across multiple functional tracks or workstreams by identifying and ensuring representation and inclusion of appropriate stakeholders; building rapport and partnerships with key stakeholder teams, third party vendors, and executive management; working with stakeholders to develop goals and set the prioritization of deliverables; developing a menu of solutions for complex, competing, or ambiguous requests; discussing involvement of business processes (e.g. Leads the assessment of strategic performance metrics to support business initiatives by building partnerships with data analytic teams to ensure the translation of business requirements into analytic specifications; identifying appropriate data analysis tools and approach to assess business performance; determining suitable data gathering and analysis methods (e.g., process observation, hard data, etc.); defining data requirements and obtaining customer agreements, including customer requirements as appropriate; conducting advanced statistical analyses and/or testing to evaluate the effectiveness of business solutions; and identifying and alleviating risks through data-driven analysis.
Financial Advisor City National BankFinancial AdvisorSan Francisco, CARemoteThe SFA maintains overall responsibility for the assigned territory and the teams book of business with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process, including familiarity with mapping clients investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.
People Practices Advisor-Santa Clara or San Francisco, CA DPR Construction IncPeople Practices Advisor-Santa Clara or San Francisco, CASan Francisco, CA$82,000–$123,000 / yearCollaborate with Centers of Excellence and People Operations to deploy PP services and execute daily tasks that are required to be completed at a local level, including but not limited to: training program logistics, new hire orientation, technology support, and local people practices events planning and coordination. A key local representative of People Practices ensuring a best-in-class employee and candidate experience including driving engagement with learning and development, a key partner in the execution of cultural programming, onboarding, interview coordination and builder development program success.
People Practices Advisor-Mega Project DPR Construction IncPeople Practices Advisor-Mega ProjectCA$82,000–$123,000 / yearCollaborate with Centers of Excellence and People Operations to deploy People Practices services and execute daily tasks that are required to be completed at a local level, including but not limited to: training program logistics, new hire orientation, technology support, and local people practices events planning and coordination. A key local representative of People Practices (PP) ensuring a best-in-class employee and candidate experience including driving engagement with learning and development, a key partner in the execution of cultural programming, onboarding, interview coordination and builder development (early career) program success.
People Practices Advisor-Santa Clara Or San Francisco, CA DPR ConstructionPeople Practices Advisor-Santa Clara Or San Francisco, CASan Francisco, CA$82,000–$123,000 / yearCollaborate with Centers of Excellence and People Operations to deploy PP services and execute daily tasks that are required to be completed at a local level, including but not limited to: training program logistics, new hire orientation, technology support, and local people practices events planning and coordination. This role will be coached/managed by People Practices Business Partner and focus on taking care of employees in the local business unit, on a large/mega project job site, across the Enterprise for a Corporate Services workgroup or Family of Companies.
People Practices Advisor-Meta Project - Monroe LA DPR ConstructionPeople Practices Advisor-Meta Project - Monroe LASan Francisco, CA$82,000–$123,000 / yearCollaborate with Centers of Excellence and People Operations to deploy PP services and execute daily tasks that are required to be completed at a local level, including but not limited to: training program logistics, new hire orientation, technology support, and local people practices events planning and coordination. This role will be coached/managed by the People Practices Business Partner and focus on taking care of employees in the local business unit, on a large/mega project job site, across the Enterprise for a Corporate Services workgroup or Family of Companies.
Service Advisor Downtown Toyota of OaklandService AdvisorOakland, California$80,000–$160,000 / yearTake ownership of the customer's experience by carrying out those additional assignments that allow the dealership to leave a positive impression with the customer. Provide concierge support for all owner inquiries, whether phone or in person, to assure the customer does not get mishandled.
Associate Wealth Advisor, UHNW (San Francisco Bay Area) Mercer AdvisorsAssociate Wealth Advisor, UHNW (San Francisco Bay Area)San Francisco, California$106,250–$125,000 / yearThe Associate Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.
Tax Director, Private Client Advisors ArmaninoTax Director, Private Client AdvisorsSan Ramon, CaliforniaManage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors. Engage with our internal business development department, builds relationships across the firm internally, identify potential cross-selling opportunities for clients and actively brings the opportunities to clients, collaborating across AMLLP service lines.
Tax Director, Private Client Advisors (Estate, Gift & Trust) ArmaninoTax Director, Private Client Advisors (Estate, Gift & Trust)San Ramon, CaliforniaManage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors. Engage with our internal business development department, builds relationships across the firm internally, identify potential cross-selling opportunities for clients and actively brings the opportunities to clients, collaborating across AMLLP service lines.