Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

The Specialist will manage and optimize website content, oversee site maintenance, collaborate with teams for updates, and ensure alignment with brand standards.

Provide system administration and operational support as primary escalation for the service desk. Manage and monitor Microsoft 365, Entra ID, Azure and AWS infrastructure, SSO and SaaS integrations, email security, zero-trust access, office networking (firewalls, routers, switches, wireless), and endpoint management across Windows, macOS, iOS, and Android. Assist with migrations, automation, documentation, and security/compliance initiatives under established standards.

Lead end-to-end tax client and advisor experience by redesigning processes, improving capacity and quality, implementing telemetry, and partnering cross-functionally to modernize tax delivery and drive adoption.

Lead curriculum design and delivery for wealth management advisors and client service staff. Create and maintain training materials, run onboarding and M&A integration training (remote and in-person), track attendance and adoption metrics, identify process improvements, partner with IT and stakeholders, and support testing and rollout of platform and workflow enhancements to drive efficiency and product adoption.

Serve as final quality-control authority for all client- and prospect-facing communications. Proofread, edit, and fact-check content across email, print, digital, and presentations; ensure brand and AP style consistency; manage publishing operations, newsletters, and editorial workflows while collaborating with cross-functional marketing teams.

The Managing Director, Client Development will oversee growth strategies, manage and mentor Regional Vice Presidents, and engage in high-value prospecting while ensuring adherence to company standards.

Prepare and deliver individual, trust, and business income tax returns, projections, and analyses for high-net-worth clients. Provide client communication, tax research, respond to notices, coordinate with support staff, and stay current on tax law changes. Support timely, accurate tax services and collaborate with wealth advisors.