NewFull-Time Dedicated Brand Advisor - San Francisco, CA HeadkountFull-Time Dedicated Brand Advisor - San Francisco, CASan Francisco, CA$28–$32 / hourWe're keeping the name under wraps for now, but here's what we can share: it's one of the most anticipated launches in beauty right now, built on education, authenticity, and making great skin and makeup feel approachable for everyone. Because you'll be the sole representative for this brand in your market, we're looking for someone with real Sephora experience, strong existing relationships, and the kind of ownership mindset that turns a launch into a success story.
NewSenior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area EmpowerSenior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay AreaSan Francisco, CA$136,800–$198,375 / yearFINRA Series 65 requiredFINRA fingerprinting requiredCFP strongly preferredAdvanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planningExcellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time‑sensitive tasks simultaneously; pro‑active self‑starter, strong situational awareness and contextual thinking, and strong organizational and presentation skillsExceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long‑term client relationshipsProven ability to navigate multiple client needs, deliver on multi‑product goals, and analyze and present investment portfolios to clientsProficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systemsDemonstrated success with high‑net‑worth clients, complicated planning, NPS, and client retentionWhat we offer youWe offer an array of diverse and inclusive benefits regardless of where you are in your career. What You Will DoServe as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clientsProvide a first‑in‑class client experience servicing needs related to client onboarding, financial planning, and investor education.
Financial Advisor - San Francisco Federal Credit Union LPL Financial ServicesFinancial Advisor - San Francisco Federal Credit UnionSan Francisco, CA$80,000–$120,000 / yearYou'll partner closely with branch teams and community centers of influence to grow your book of business, deepen relationships, and deliver tailored financial solutions that support every stage of our members' lives. As a Financial Advisor with San Francisco Federal Credit Union, you'll be the trusted face of investment and insurance solutions within our branches-helping members make confident, values-based financial decisions.
NewSenior CRE Investment & Leasing Advisor NAI Northern CaliforniaSenior CRE Investment & Leasing AdvisorSan Jose, CANAI Northern California is seeking a Senior Investment Associate to focus on leasing and sales across a variety of property types including office, industrial/warehouse, hospitality, senior housing, and self-storage. The ideal candidate will be licensed to sell real estate in California and have a minimum of 2 years of experience in commercial real estate sales or leasing.
Plumbing Sales Advisor Ultimate Staffing ServicesPlumbing Sales AdvisorLivermore, California$90,000You'll build trust, assess problems, present solutions, and guide customers through the buying decision before handing projects off to the installation team. Respond to both service calls (e.g., leaks, water heater issues, backups) and maintenance visits, generating sales opportunities on both.
Sales Advisor Ultimate Staffing ServicesSales AdvisorLivermore, California$67,000–$87,360Explain repair and upgrade options clearly so customers can decide what works best. Complete plumbing service calls such as leaks, clogs, and water heater issues.
Tesla Advisor, Sales Tesla IncTesla Advisor, SalesSan Francisco, CA$21.60–$32.40 / hourYour role is essential in consistently delivering an educational, immersive, and exciting experience to both current and potential customers, exceeding client expectations from their initial showroom visit to their delivery day experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.
Retail Cosmetics Sales Beauty Advisor - Origins, Pleasanton Stoneridge - Full Time (TEMP) Macy's IncRetail Cosmetics Sales Beauty Advisor - Origins, Pleasanton Stoneridge - Full Time (TEMP)Pleasanton, CAWhether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education.
Admission Advisor in Newark, CA DeVry University IncAdmission Advisor in Newark, CANewark, CAAdmissions advisors interview prospective students to determine their motivation for attending college; understand their career goals and the obstacles that might prevent them from starting or continuing their education; help them to overcome those obstacles; and ultimately help them identify the degree-program that best matches their needs. Once prospective students decide to enroll, advisors guide them through the admissions process, responding to questions, linking them to financial aid and academic advisors, gathering the documents necessary to start school, and ensuring students complete admissions testing.
Admission Advisor In West Coast (Pst) DeVry UniversityAdmission Advisor In West Coast (Pst)Newark, CARemoteAdmissions advisors interview prospective students to determine their motivation for attending college; understand their career goals and the obstacles that might prevent them from starting or continuing their education; help them to overcome those obstacles; and ultimately help them identify the degree-program that best matches their needs. Once prospective students decide to enroll, advisors guide them through the admissions process, responding to questions, linking them to financial aid and academic advisors, gathering the documents necessary to start school, and ensuring students complete admissions testing.
Bicycle Technician Headlands Ventures, LLCBicycle TechnicianSan Francisco, CAWhile performing the duties of this job, the employee is regularly required to stand, walk, use of hands and fingers, handle, or feel, reach above head with hands and arms, lift, push, climb, stoop, kneel, crouch, and/or crawl, pull, talk and hear. Mike's Bikes is seeking both aspiring and experienced hands-on individuals to join their dynamic Tech Department as a Bike Technician.
Senior Placements Specialist VouchSenior Placements SpecialistSan Francisco, CaliforniaRegular performance reviews: Vouch conducts regular performance discussions with all team members, offering goal setting and check-ins, development discussions, and promotion opportunities. Support Sales and Client Managers by analyzing client needs and exposures to develop placement strategies that align with their risk profile.
Field Clinical Advisor - Cell Therapy - 1 FTE - Pacific Northwest (WA/OR/Northern CA/West Canada) AstraZeneca PlcField Clinical Advisor - Cell Therapy - 1 FTE - Pacific Northwest (WA/OR/Northern CA/West Canada)San Francisco, CA$197,000–$295,000 / yearIn addition, our positions offer a short-term incentive bonus opportunity; eligibility to participate in our equity-based long-term incentive program (salaried roles), to receive a retirement contribution (hourly roles), and commission payment eligibility (sales roles). Capture applicable field insights (feasibility, operational bottlenecks, patient pathways) and deliver them to global and local partners to lead early risk identification and inform protocol/process adjustments.
NewRemote Benefits Advisor HMG CareersRemote Benefits AdvisorMountain View, CORemoteYou will work remotely, serving clients by providing guidance and protection solutions for individuals and families. Increased earning potential in later years through performance and renewals.
Ease - Energy Advisor II Franklin EnergyEase - Energy Advisor IIFremont, California$70,000–$75,000This position will provide energy advice and coordination services for customers-including trade partner facilitation-and will identify opportunities regarding energy efficiency and introduce the various prescriptive and custom incentive measures that pertain to the customer segment. Franklin Energy is redefining the clean energy future as the only integrated provider of comprehensive solutions, combining unmatched expertise in strategic consulting, program delivery, product solutions, and design/build services.
Customer Service / Benefits Advisor (Work from home) AO Globe Life - Simonne LeBlancCustomer Service / Benefits Advisor (Work from home)San Francisco, CARemoteFull timeWe’re one of the fastest-growing teams in our industry, dedicated to helping families and developing future leaders. If you’re looking for a remote role that offers uncapped earning potential, flexible hours, and long-term career growth, this could be the right fit for you.
Service Advisor Dublin KiaService AdvisorDublin, CaliforniaTake 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.
Beauty Advisor-Jo Malone SaksBeauty Advisor-Jo MaloneSan Francisco, FloridaUnder direction from the Sales Manager, the Cosmetics Business Manager, is responsible to drive the business of a specific beauty brand by focusing on client development, ensuring an exceptional customer experience and driving engagement of the total beauty floor. Its unique approach combines an emphasis on the digital customer experience with a strong connection to a network of 33 extraordinary locations across North America for seamless, all-channel shopping.
Automotive Service Advisor Infiniti of San JoseAutomotive Service AdvisorSan Jose, CaliforniaIf additional work is needed, clearly explain the exact repair instructions, making a special note of the main reason(s) the customer brought the vehicle in. Position Summary: The service advisor is responsible for scheduling service work in the service department and for selling additional services to customers.
Client Advisor - Energy & Power Marsh & McLennan Companies, Inc.Client Advisor - Energy & PowerSan Francisco, CA$92,500–$197,100 / yearIn this Client Advisor role, you will develop an understanding of the clients' business strategic priorities, risk strategies and risk management needs to help provide knowledge and advice to complex clients. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Automotive Service Advisor (Experience required) Infiniti of San JoseAutomotive Service Advisor (Experience required)San Jose, CaliforniaAssociate's degree or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience. If additional work is needed, clearly explain the exact repair instructions, making a special note of the main reason(s) the customer brought the vehicle in.
Senior Account Executive, Mid-Market Sales, Google Customer Solutions Google LLCSenior Account Executive, Mid-Market Sales, Google Customer SolutionsSan Francisco, CAAs a part of the Google Customer Solutions (GCS) Mid-Market Sales team, a growth engine for clients in GCS, you will contribute to long-term relationship development, helping understanding customers' business goals and delivering advertising solutions that drive their growth. Google Customer Solutions (GCS) sales teams are trusted advisors and competitive sellers who maintain a relentless focus on customer success by bringing the best Google has to offer to small- and medium-sized businesses (SMBs), which are the backbone of our communities.
Licensed Beauty Advisor - Part Time (Santa Clara, CA, US, 95050) SephoraLicensed Beauty Advisor - Part Time (Santa Clara, CA, US, 95050)Santa Clara, 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.
Licensed Beauty Advisor - Part Time (Milpitas, CA, US, 95035) SephoraLicensed Beauty Advisor - Part Time (Milpitas, CA, US, 95035)Milpitas, 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.
Automotive Service Advisor (Experience required) Hyundai of GilroyAutomotive Service Advisor (Experience required)Gilroy, CaliforniaAssociate's degree or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience. If additional work is needed, clearly explain the exact repair instructions, making a special note of the main reason(s) the customer brought the vehicle in.
NewLicensed Beauty Advisor - Full Time (San Mateo, CA, US, 94403) SephoraLicensed Beauty Advisor - Full Time (San Mateo, CA, US, 94403)San Mateo, 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.
Enterprise Technical Sales Enablement Meta Platforms IncEnterprise Technical Sales EnablementMenlo Park, CAWork closely with other Meta Sales teams to unlock and develop new opportunities by leverage any and all of Meta's understanding of business goals and industry trends Influence the customer experience industry through technology by participating in industry conferences and presenting to executive-level audiences Understand and apply knowledge of products, technologies and business to build solutions to solve for problems at scale This individual will be adept at holding a technical architecture discussion with multiple stakeholders.8+ years Enterprise sales experience Possess executive maturity, presence and experience in building trust with decision makers and articulating business value to key decision makers Experience in leading and driving the entire sales cycle, orchestrating cross-functional teams where necessary, leveraging repeatable offerings that maximize revenue and increase client satisfaction Analytical and problem-solving experience with large-scale systems Experience operating autonomously across multiple teams, demonstrated critical thinking, and thought leadership Bachelor's degree Meta builds technologies that help people connect, find communities, and grow businesses. Prospect, develop and present compelling value propositions, business cases, along with commercial structure, for clients to drive measurable outcomes Demonstrate thought leadership and develop strategic client plans to drive growth against goals, including prospecting initiatives, net new pipeline targets, competitive displacement assessing and mitigating risks, and removing blockers Build client relationships and trust with high level decision makers across business, technical, customer experience, marketing, and other relevant stakeholders, to gain mindshare that can help drive measurable business results.
Director, Field Sales Engineering SamsaraDirector, Field Sales EngineeringSan Jose, CARemoteYour team will play a critical role in translating early-stage product capabilities into clear, differentiated customer outcomes, influencing product direction through structured field feedback, and building repeatable technical sales plays that enable broader field adoption. In this role, you will partner closely with Sales, Product, Engineering, and Product Marketing to accelerate adoption of Samsara’s newest innovations and ensure we deliver exceptional technical value to customers — from early-stage introduction through scaled deployment.
Forward Deployed AI Engineer (Post-Sales) datologyaiForward Deployed AI Engineer (Post-Sales)Redwood City, CA$230,000–$300,000 / yearTraining on curated data can dramatically reduce training time and cost (7-40x faster training depending on the use case), dramatically increase model performance as if you had trained on >10x more raw data without increasing the cost of training, and allow smaller models with fewer than half the parameters to outperform larger models despite using far less compute at inference time, substantially reducing the cost of deployment. We raised a total of $57.5M in two rounds, a Seed and Series A. Our investors include Felicis Ventures, Radical Ventures, Amplify Partners, Microsoft, Amazon, and AI visionaries like Geoff Hinton, Yann LeCun, Jeff Dean, and many others who deeply understand the importance and difficulty of identifying and optimizing the best possible training data for models.
NewSenior Sales Engineer JobotSenior Sales EngineerPleasanton, CA$300,000–$330,000 / yearThe founding team includes senior leaders and technical pioneers from industry giants like AWS, Cisco, VMware, and Gigamon - holding dozens of patents and having built critical systems at some of the most respected tech companies in the industry. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Sales Advisor Richemont North AmericaSales AdvisorSan Jose, California$21–$26 / hourCreated in Brussels by the innovative Charles Delvaux, la Maison has remained at the forefront of luxury leather goods for nearly two centuries because of its savoir-faire, uncompromising craftsmanship and the outstanding quality of its creations. Employees are encouraged to make a difference in their local communities with volunteer days off, supporting initiatives that drive change.
Customer Service Advisor (Heavy Equipment Parts & Service Sales) Pape' Machinery, IncCustomer Service Advisor (Heavy Equipment Parts & Service Sales)Fremont, CAFull timeProgressive Vacation Plans, Sick Leave & Paid Holidays – Members receive 80 hours of vacation (First year is prorated for new hires based on start date), 40 hours of Sick Leave, and 7 paid holidays each year. Every day you will be responsible for relationship-based selling with our customers by determining what our customers’ needs are, recommending solutions, and providing these services to them.
Remote Sales and Service Advisor HMG CareersRemote Sales and Service AdvisorSan Jose, AZRemoteYou will work remotely, serving clients by providing guidance and protection solutions for individuals and families. Increased earning potential in later years through performance and renewals.
NewWealth Advisor Cerity PartnersWealth AdvisorLos Altos, CA$165,000–$175,000 / yearOnboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs.* Lead and/or actively participate in prospect presentations and guide new clients through the onboarding process.* Lead client meetings through all phases of our wealth planning process.* Coordinate with internal departments (tax, legal, investment teams etc.) to ensure a holistic approach to each client's financial plan.* ## Wealth AdvisorApplyremote type: Onsitelocations: Los Altos, CAtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R700**Position Summary:**The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.
J.P. Morgan Wealth Management - Private Client Advisor - Gilroy, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Gilroy, CAGilroy, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
NewDirector of Tax, Private Client Advisors (Trust, Estate, Gift tax) ATRDirector of Tax, Private Client Advisors (Trust, Estate, Gift tax)San Jose, CaliforniaLocation: Multiple CA locations (Irvine, Woodland Hills, Downtown Los Angeles, San Ramon, San Jose, San Francisco, Century City, El Segundo). Review complex tax returns for high-net-worth individuals, including closely held entities, trusts, estates, and gift tax filings.
Automotive Service Advisor Hyundai of GilroyAutomotive Service AdvisorGilroy, CaliforniaAssociate's degree or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience. If additional work is needed, clearly explain the exact repair instructions, making a special note of the main reason(s) the customer brought the vehicle in.
Licensed Beauty Advisor - Full Time (Palo Alto, CA, US, 94304) SephoraLicensed Beauty Advisor - Full Time (Palo Alto, CA, US, 94304)Palo Alto, CA$2,400–$2,760 / hourKey ResponsibilitiesDrive results Help achieve store goals by providing and rebooking beauty services, servicing clients, and selling products. Qualifications/ExperienceAn active license to provide waxing, makeup, and false application services in the state where the services are being performed.
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.
NewLicensed Beauty Advisor - Full Time SephoraLicensed Beauty Advisor - Full TimeSan Mateo, CAJob ID: 292283Store Name/Number: CA-Hillsdale (0028)Address:60 - 31st Ave, Space #1016, San Mateo, CA 94403, 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.
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.
NewSales Consultant (Financial Services) TrinetSales Consultant (Financial Services)Dublin, CA$70,875–$95,700Prospect: Consistently work on building a balanced pipeline of target prospects through traditional means of prospecting (cold calling, email, phone, LinkedIn) as well as building and leveraging a diverse group of ecosystem partners to provide referrals and business development opportunities. In an effort of exceeding quota, you'll build pipeline, conduct sales meetings with prospective clients, write proposals, gain approvals, and present those proposals to prospective clients, including C-level executives, business owners and other decision makers in midsize businesses.
Senior Investment Advisor Arta FinanceSenior Investment AdvisorMountain View, California$110,000–$180,000 / yearOur offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York). At Arta Finance, we are product builders, machine learning researchers, finance professionals, and business leaders determined to create a better way to manage our financial lives.
Pre-Sales AI Consultant WalkMe LtdPre-Sales AI ConsultantSan Francisco, CA$220,000–$300,000 / yearAt WalkMe, now an SAP company, we're not just the leader in digital adoption, we started the digital adoption revolution - enabling organizations to pinpoint and resolve digital friction, regain control of their tech stack, and be better equipped to manage future change. SAP's acquisition of WalkMe highlights a commitment to enhancing user experience and streamlining software interactions, offering opportunities to work with cutting-edge technology that drives efficiency and innovation in the workplace.
Solutions architect (pre-sales) (West) Writer IncSolutions architect (pre-sales) (West)San Francisco, CAFounded in 2020 with office hubs in San Francisco, New York City, Austin, Chicago, and London, our team thinks big and moves fast, and were looking for smart, hardworking builders and scalers to join us on our journey to create a better future of work with AI. A highly versatile and tenured problem solver, capable of leading multi-stakeholder discovery sessions, uncovering root causes, and architecting innovative solutions to complex business and technical challenges.
Commercial Field Engineer - Pre-sales CodeRabbitCommercial Field Engineer - Pre-salesSan Francisco, CaliforniaIn this function, you will play a crucial role in the customers’ pre-sales journey by partnering with Sales, Product, Engineering and Customer Success teams to help customers appreciate the value of CodeRabbit. Our primary goal is to create the next generation of Gen AI-driven code reviewers: a symbiotic partnership between humans and advanced algorithms that significantly outperforms individual engineers.
Solution Architect - Post-Sales KlaviyoSolution Architect - Post-SalesSan Francisco, CAWe work directly with a small percentage of prospective and existing customers, alongside our sales & customer success teams, as customer-facing engineers to accelerate complex deals and customer value, and technically enable strategic growth. Provide strategic technical guidance to optimize customers’ current solutions and setup and partner with Customer Success Managers (CSMs) to foster strong customer relationships and drive product adoption and expansion.
Enterprise Field Engineer - Pre-sales CodeRabbitEnterprise Field Engineer - Pre-salesSan Francisco, CaliforniaIn this function, you will play a crucial role in the customers’ pre-sales journey by partnering with Sales, Product, Engineering and Customer Success teams to help customers appreciate the value of CodeRabbit. Our primary goal is to create the next generation of Gen AI-driven code reviewers: a symbiotic partnership between humans and advanced algorithms that significantly outperforms individual engineers.
NewFiduciary Client Advisor - Registered Salesperson Lotus CapitalFiduciary Client Advisor - Registered SalespersonCupertino, CAA financial services firm is seeking a Registered Salesperson to assist clients with their financial planning and investment needs. This role involves developing tailored investment strategies, ensuring regulatory compliance, and delivering exceptional client services.
NewDirector of Tax, Private Client Advisors ATRDirector of Tax, Private Client AdvisorsSan Jose, CaliforniaThis is a senior leadership role focused on serving high-net-worth individuals and their closely held businesses, with responsibility for managing complex engagements, driving cross-firm collaboration, contributing to thought leadership, and developing the next generation of tax professionals. Perform technical reviews of tax returns for high-net-worth individuals, including personal income tax, closely held businesses (pass-through entities), trusts, estates, and gift tax returns.