Portfolio manager jobs in Cupertino, CA - 970 jobs

At Windsor Management, we're constantly expanding and seeking talented individuals to join our growing team. This position is open year-round to support our continued growth and ensure we attract top talent whenever you're ready to make your next career move. The compensation for this role is commensurate with the cost of living in the Bay Area. The compensation will be adjusted to reflect the standard of living in the applicant's location. Commercial Portfolio Manager - Growth Position An Ideal Candidate You're the one people go to when nobody else can solve a problem. People follow your ideas because you have repeatedly earned their trust. You can convince others, not because you are trying to sell something, but because you truly believe your output and have done your homework. You are described as a problem solver, collaborative, responsive, and customer service oriented. Our Service In an ideal world, tenants would pay their rent on time, buildings would never have any issues, and the building owners could ride off into the sunset. The world isn't ideal. Rents are late. Things break. Help is needed. That is where we step in. Windsor provides a white glove service so owners can still ride off into the sunset. About Windsor At our core, we are our people. Our mission is to be the premier company for a commercial property management career. We want talented teammates with whom we can work and win together. We do constant training, both structured and informal, to always make ourselves better. We strike the balance on speed and accuracy, owning our work through responsibility and delegation versus collaboratively relying on each other as a high trust team, and solidifying procedures and establishing new ones. We know employees may leave our company over time, but we want to create an environment so amazing that it never crosses your mind. But if you do leave, we want you to know the value of the skills and development gained at Windsor so you can continue to thrive. With the best people both doing our own work and chipping in to make Windsor and each other better, Windsor can continue to thrive and grow which creates more opportunities for everyone to develop. Windsor Growth Our reputation drives our growth. Our growth has been 100% word of mouth referrals from happy clients and vendors. It is a testament to our collective, quality output and a testament to the staff we hire. Windsor was recognized in the Top 100 Fastest Growing Companies in the Bay Area in 2025, 2024, 2023 and 2022. What Success Looks Like for You It is valuable for new Portfolio Managers (PMs) to get up to speed steadily and we want you to take the time to invest in skills and development as you learn our processes. You will start with roughly a third of a normal portfolio and grow into a full portfolio over six months. We do not manage to KPIs. Instead, we lead through communication and trust. How the workload is; how the buildings are doing; your ability to handle more complex and challenging buildings. Collectively the team knows which PMs they can go to with questions. They know who always delivers for their owners. They know who can solve the hardest, trickiest problems. That is how we define success. Tangible Background Skills Needed for the Portfolio Manager Position Thorough understanding of lease terms, lessor and lessee responsibilities, and CAM estimates and reconciliation calculations Knowledge of buildings, structures, and systems Construction management and project management Accrual accounting Ability to balance “owning” your portfolio yourself with collaborative teamwork Benefits At Windsor, we are committed to the well-being of our staff. - Federal Holidays: We observe the 11 Federal Holidays and close our office. - Vacation PTO: There are 15 earned days of vacation PTO in your first year, stepping up to 20 days thereafter. - Sick PTO: We have our standard 5 sick PTO days per year. - Windsor Days PTO: Between the Federal Holidays, Vacation PTO, and Sick Days, you will have 31 guaranteed days of vacation per year for your first year, increasing to 36 days in your second year. This does not include Windsor days. We may also observe Windsor days, which are days we close the office early. For example, a half day on the day before Thanksgiving, a half day on Christmas Eve, a half day on New Year's Eve, etc. However, Windsor Days are not guaranteed to be offered on an annual basis. The offering of Windsor Days depends on the needs of the business! - Medical & HRA Card: We offer our team a medical plan and an HRA Card! Those who enroll in our medical plan will get Windsor's coverage for their first $4,300 (if participating as an individual) or first $8,600 (if participating as a family). - Vision and Dental: We offer our team a vision and dental plan! - 401k Plan: We offer a 401k plan with company matching via Guideline. Your contributions vest immediately, and Windsor will match 100% of the first 3% of your salary and 50% of the next 2% of your salary (so if you contribute 5%, Windsor matches 4% of your salary). - FSA Dependent: We offer an FSA Dependent care that you can choose to participate in up to the federal maximum of $7,500. - FSA Medical: We offer an FSA Medical care that you can choose to participate in up to the federal maximum of $3,400. - Life Insurance: Employer-sponsored life and LTD plans are available, including a level with guaranteed coverage. You pay the premiums if you participate but it is done on a pre-tax basis. - Long Term Disability: Benefit Amount: 60% of pre-disability monthly earnings up to $10,000 per month. - Benefits Consultant: We are partnered with Cavignac, so our team has a Benefits advisor! Other Fun Facts About Windsor Management - We care A LOT about investing in our teams! For the last two years (2024-2026), we have been certified as a Great Place to Work ! - We're growing! We won Top 100 Fastest Growing San Francisco Businesses by the SF Times in 2022, 2023, 2024, and 2025. - We're in the honor roll! Due to our growth for the last four years, we are now recognized in the San Francisco Business Times' Honor Roll! - Our growth has been organic! We have grown 100 percent through word of mouth! We invest in our team so they can then invest in our clients! Happy clients have referred other happy clients! - We are female founded and owned! We are recognized as the Top 100 Female-Owned San Francisco Businesses by the San Francisco Business Times - for the last four years (2022, 2023, 2024, 2025). - We train our team! We believe that the success of our team depends on the education and resources we give our team, so we train as a company monthly! - We give back to our communities! We have volunteer events that we participate in every quarter! Note to Candidates We have an extensive interview process-and that's by design. Our success is no accident - it is due to the collective effort and talents of our team. We carefully select who we add to the team, and our interview process reflects that. This may result in an interview process that spans across weeks. Unfortunately, due to the high volume of candidates, we cannot get back to everyone. However, we assure you that all applications are reviewed. Note to Third-Party Agencies We request that third-party agencies refrain from contacting us regarding this job posting. We are managing the recruitment process internally and will not be considering applications or services from external agencies. Thank you for respecting our recruitment process.

We are a privately held, 50+ year-old investment, development, and property management firm located in well-appointed and easily accessible offices in Walnut Creek. Our company is team-oriented and high energy. We operate a diversified portfolio of office buildings, multi-family apartments, retail shopping centers, industrial complexes, self-storage properties, hotels, and land developments in multiple states. We provide a professional work environment with an upbeat and positive team of people focused on providing superior investment opportunities for private real estate investors. SUMMARY The Senior Industrial Portfolio Manager is responsible for overseeing the strategic and operational performance of a portfolio of industrial real estate assets. This individual will manage property performance, drive value creation through leasing and capital improvements, monitor financial metrics, and lead initiatives to ensure the long-term growth and profitability of the portfolio. The ideal candidate will bring a deep understanding of industrial real estate markets, asset management, leasing, and capital planning. Bachelor's degree in real estate, Finance, Business, or related field; MBA or Master's preferred. 7-10+ years of experience in industrial portfolio management. Strong knowledge of industrial property operations, leasing, and financial analysis. Management of bidding, contracting, and oversight of capital projects and tenant improvements. Demonstrated experience in managing large multi-property portfolios. Proficient in Excel, Yardi, and real estate valuation modeling. Excellent communication, negotiation, and presentation skills. Proven ability to manage multiple priorities and work in a fast-paced environment. Willingness to travel as needed for site visits and broker/tenant meetings. #J-18808-Ljbffr

A pioneering technology firm in California is seeking a qualified professional to join as a Venture Capital Analyst. The successful candidate will work closely with the executive team, manage investment processes, and contribute to the fast-evolving landscape of crypto and blockchain technology. The ideal applicant should have a strong background in venture capital and a passion for emerging technologies, along with effective communication skills. #J-18808-Ljbffr

A leading renewable energy company based in San Francisco is looking for a US Portfolio Investment Manager. This role will involve managing relationships with capital providers while ensuring compliance and optimizing financial performance. Candidates should have a minimum of 4 years' experience in project finance and a Bachelor's degree in a relevant field. The position offers competitive compensation between $140,000 to $160,000 annually, along with comprehensive health benefits and a hybrid work environment. #J-18808-Ljbffr

A leading financial services provider in California is seeking a Commercial Banking Analyst. The role involves analyzing credit information to support lending decisions, negotiating loan terms, and building long-term client relationships. Ideal candidates will have 5-7 years of experience in credit or lending and a bachelor's degree in Business Administration, Finance, or related fields. The position offers a dynamic work environment, competitive salary, and opportunities for professional growth. #J-18808-Ljbffr

About the Hiring Team Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market. What the Role Entails Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China. Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world. Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players. As a Strategic BD and Investment Manager, you will: Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships; Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players. Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment; Work directly with senior management across global AI and games markets. Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks. You will be responsible for supporting decision-makings for executives and leaders of business groups. Provide game changing strategy and inspire out-of-the-box thinking to senior leader. Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan. Who We Look For: Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus. Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming). Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI. Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams. Effective team players with excellent communication and interpersonal skills. Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages. Location State(s) US-California-Palo Alto The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year. Equal Employment Opportunity at Tencent As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.

A leading independent accounting firm in San Jose is seeking a Senior Manager to efficiently supervise tax return preparation and guide clients through tax issues. Candidates should have 7-10 years of public accounting experience, with strong leadership and interpersonal skills. The role requires proficiency in tax preparations and compliance, as well as effective communication with clients. This position offers competitive compensation with a salary range of $165,000 - $205,000 based on experience and qualifications. #J-18808-Ljbffr

Tax Senior Manager, Alternative Investments Job Description As a team member in our Alternative Investments practice, the Tax Senior Manager will assist in providing tax compliance & consulting services to BDO's Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Duties: Tax Compliance: Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”) Applies understanding of client's unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client's tax and reporting burden's as low as possible; Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return; Utilizes Firm compliance software to maximize efficiency in tax prep process Effectively teams with Partner, Managers, Tax Seniors, and Associates on completion of project (follow‑up with Open items list) Delivers high quality federal, state, and international tax compliance services Leads complex engagements with a team of tax professionals Manages the engagement, including billing, collections, and the budget for projects Builds and manages client relationships; assists in developing new clients and opportunities Ensures/Documents client work and conclusions in the client tax file Tax Consulting: Identifies, develops, recommends, and implements efficient and effective tax strategies Other duties as required Supervisory Responsibilities: Managing teams of Managers, Tax Seniors, and Associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred Master's in Accountancy or Taxation, preferred Experience: Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior supervisory experience, required Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred Proficiency in the taxation of partnerships, preferred License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required Possession of other professional degrees or certifications applicable to role, preferred CFP or Masters in Tax, preferred Software: Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred Experience with tax research databases, preferred Proficient in tax compliance process software, preferred Other Knowledge, Skills & Abilities: Superior verbal and written communication skills Ability to effectively delegate work as needed Strong analytical, research and critical thinking skills as well as decision‑making skills Capacity to work well in a team environment Capable of developing and managing a team of tax professionals Ability to compose written tax advice Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Illinois Range: $140,000 - $190,000 Maryland Range: $150,000 - $180,000 Massachusetts Range: $150,000 - $206,000 Minnesota Range: $130,000 - $190,000 New Jersey Range: $155,000 - $200,000 NYC/Long Island/Westchester Range: $190,000 - $225,000 Washington Range: $150,000 - $200,000 Washington DC Range: $162,000 - $190,000 About Us Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight‑driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities *Benefits may be subject to eligibility requirements. #J-18808-Ljbffr

About Quizlet At Quizlet, our mission is to help every learner achieve their outcomes in the most effective and delightful way. Our $1B+ learning platform serves tens of millions of students every month, including two-thirds of U.S. high schoolers and half of U.S. college students, powering over 2 billion learning interactions monthly. We blend cognitive science with machine learning to personalize and enhance the learning experience for students, professionals, and lifelong learners alike. We're energized by the potential to power more learners through multiple approaches and various tools. Let's Build the Future of Learning Join us to design and deliver AI-powered learning tools that scale across the world and unlock human potential. About the Team Quizlet is a leading company in consumer learning technology with proven traction and huge growth ahead. We have a freemium business model with two strong and growing revenue streams: subscriptions and advertising. Our freemium model exists to attract the largest possible number of potential customers at the lowest cost while creating student and teacher evangelists to drive virality. Our focus is on generating revenue through low‑priced, high‑scale consumer subscriptions that students cannot imagine studying without. We're looking to bring on a senior leader to our Controllership organization reporting to our VP, Controller to help build the financial systems and processes. About the Role You will lead and build a team to develop, implement, maintain, and manage the company's global corporate and indirect tax filings, documentation, compliance, and strategic projects. You'll own and scale tax processes and will be the go‑to tax person for Quizlet. The ideal candidate is highly organized, detail‑oriented, analytical, excited to work in a fast‑paced organization, and ready to roll up their sleeves to get the job done. We're happy to share that this is an onsite position in our San Francisco office. To help foster team collaboration, we require that employees be in the office a minimum of three days per week: Monday, Wednesday, and Thursday and as needed by your manager or the company. We believe that this working environment facilitates increased work efficiency, team partnership, and supports growth as an employee and organization. In this role, you will Oversee the preparation and filing of federal, state, and international tax returns in a timely manner (including timely payments of all tax obligations) Own tax provision and financial statement disclosure process Document tax positions taken and review alternative tax positions to determine the most appropriate, cost‑effective filing position Facilitate analysis of R&D to qualify for R&D tax credits in different tax jurisdictions Oversee the preparation and filing of accurate Sales and Use tax returns for multi‑state and remit taxes to taxing jurisdictions on a timely basis using AvaTax via Avalara Manage the Company's international VAT and other indirect tax exposure and oversee compliance activities Manage other miscellaneous tax filings, such as annual Delaware Franchise Taxes, SF Gross tax and other local municipal business taxes Reconcile Sales and Use tax accounts, along with follow up on outstanding open issues. Update GL data related to tax accounts, such as accruals and prepayments. Respond to tax notices and oversee the tax audit process Monitor existing and proposed legislative and regulatory US and global tax law developments, communicate the effects, and develop risk‑minimization tax strategies. Partner with key strategic partners in Accounting, FP&A, Legal, and Equity administration to achieve key tax objectives (including but not limited to tax planning, legal entity structure, transfer pricing, etc.) and to ensure tax implications are integrated into business decisions Build and maintain effective control procedures over all aspects of the tax process What you bring to the table 10+ years of progressive, relevant experience in Tax within a top technology company or a combination of Big Four and industry experience Bachelor's degree in Accounting or Finance, and CPA, CPA equivalent, Master's in Tax, or JD required Multi‑State Sales and Use Tax accounting experience is highly desired Strong understanding of accounting for income tax provisions under ASC 740, federal, state, and international tax regulations Experience in NetSuite and Avalara is desirable, including experience with process automation Proven experience managing compliance and advisory projects Ability to drive strong output on multiple fronts and prioritize items to meet deadlines Exceptional attention to detail and accuracy Ability to effectively manage relationships with senior stakeholders Agility in embracing and implementing technology and automation / AI Strong communication skills to be able to present complex tax conclusions to business leaders Compensation, Benefits, & Perks Quizlet is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Salary transparency helps to mitigate unfair hiring practices when it comes to discrimination and pay gaps. Total compensation for this role is market competitive, including a starting base salary of $190,000 - $250,000, depending on location and experience, as well as company stock options Collaborate with your manager and team to create a healthy work‑life balance 20 vacation days that we expect you to take! Competitive health, dental, and vision insurance (100% employee and 75% dependent PPO, Dental, VSP Choice) Employer‑sponsored 401(k) plan with company match Access to LinkedIn Learning and other resources to support professional growth Paid Family Leave, FSA, HSA, Commuter benefits, and Wellness benefits 40 hours of annual paid time off to participate in volunteer programs of choice Why Join Quizlet 🌎 Massive reach: 60M+ users, 1B+ interactions per week 🧠 Cutting-edge tech: Generative AI, adaptive learning, cognitive science 📈 Strong momentum: Top‑tier investors, sustainable business, real traction 🎯 Mission‑first: Work that makes a difference in people's lives 🤝 Inclusive culture: Committed to equity, diversity, and belonging We strive to make everyone feel comfortable and welcome! We work to create a holistic interview process, where both Quizlet and candidates have an opportunity to view what it would be like to work together, in exploring a mutually beneficial partnership. We provide a transparent setting that gives a comprehensive view of who we are! In Closing At Quizlet, we're excited about passionate people joining our team-even if you don't check every box on the requirements list. We value unique perspectives and believe everyone has something meaningful to contribute. Our culture is all about taking initiative, learning through challenges, and striving for high‑quality work while staying curious and open to new ideas. We believe in honest, respectful communication, thoughtful collaboration, and creating a supportive space where everyone can grow and succeed together. Quizlet's success as an online learning community depends on a strong commitment to diversity, equity, and inclusion. As an equal opportunity employer and a tech company committed to societal change, we welcome applicants from all backgrounds. Women, people of color, members of the LGBTQ+ community, individuals with disabilities, and veterans are strongly encouraged to apply. Come join us! To All Recruiters and Placement Agencies At this time, Quizlet does not accept unsolicited agency resumes and/or profiles. Please do not forward unsolicited agency resumes to our website or to any Quizlet employee. Quizlet will not pay fees to any third‑party agency or firm nor will it be responsible for any agency fees associated with unsolicited resumes. All unsolicited resumes received will be considered the property of Quizlet. #LI-FT #J-18808-Ljbffr

A leading streaming technology company seeks a Tax Manager at its San Jose, CA HQ. The role involves tax compliance and planning, collaboration within a dynamic team, and solidifying the company's tax strategies. Ideal candidates will have at least 5-6 years of tax experience, excellent analytical skills, and a strong foundation in US and international tax regulations. This position offers a salary range of $145,000 to $155,000 annually along with comprehensive benefits. #J-18808-Ljbffr

Escalon provides essential business services to its clients. The services include accounting, payroll, HR, taxes, etc. Escalon Business Services is located in Mohali with headquartered in Palo Alto, CA, United States. Escalon is a 500 crore and growing Fintech company. It is a technology-based Accounting, Tax Preparation, Risk, and Payroll Service provider. Escalon has 1000+ total employees across all its locations. Job Description Masters degree in Accounting or Finance/Commerce Must have an Enrolled Agent/ CPA license /MBA/MCOM Extensive knowledge of US Corporate tax legislation, Strategic/tactical thinking, Strong accounting knowledge Minimum of 8 - 9 years relevant US Corporate Taxexperience Minimum 5 years of team management experience Minimum of 4 years direct client management/active consulting experience Strong presentation skills and sound problem-solving skills. The ability to work with different taxation software and learn quickly new software Proficient in Microsoft Office (Excel, Word, PowerPoint) Responsibilities Active review of tax deliverables Working in coordination with management Onshore and offshore, Team Management Making assignments and maintaining periodic status report Managing communication with accounting and other teams Managing communication with clients via emails & phone calls Planning, forecasting, and managing the workload of theteam Coordinating and contributing to the completion of the same. Workon tight deadlines during the returns filing seasonand see to it that the end product is delivered on timetoavoidpaying penalties for late filing. Gatheringthe required information directly from Client Management SPOC/Line Manager Acquire a clear understanding of the process and review the team's work & assist with their queries Training & upskilling team continuously, Building and maintaining client & cross-functional relationships Mentoring team periodically and on an ad-hoc basis. #J-18808-Ljbffr

Job Title: Senior Tax Manager / Tax Director (Path to Partner) About Us: A leading accounting firm in the San Francisco Bay Area, offering comprehensive accounting, tax, and consulting services to a diverse clientele. Our team is dedicated to providing exceptional client service, fostering a collaborative and supportive work environment, and supporting the professional growth of our team members. Been consistently named a Best Place to Work 10 years in a row, is listed as a Fastest Growing Private Company, and has been named one of the Top Accounting Firms in the San Francisco Bay Area. Position Summary: As a Senior Tax Manager / Tax Director, you will play a crucial role in overseeing the tax department, managing client relationships, and providing strategic tax planning and advisory services. This position offers a unique opportunity for growth, with a clear path to becoming a partner in the firm. The ideal candidate will have a strong background in tax, excellent leadership skills, and a commitment to delivering high‑quality client service. Key Responsibilities: Client Management: Develop and maintain strong client relationships, acting as a trusted advisor on tax‑related matters. Lead client engagements, including tax planning, compliance, and consulting services for individuals, corporations, partnerships, and other entities. Provide proactive tax planning and strategic advice to clients to minimize tax liabilities and maximize financial outcomes. Technical Expertise: Stay current with changes in tax laws and regulations, ensuring compliance and identifying opportunities for clients. Review and sign off on complex tax returns and other deliverables prepared by the tax team. Provide technical guidance and mentorship to junior staff, fostering their professional development. Team Leadership: Manage and mentor a team of tax professionals, providing training, feedback, and performance evaluations. Collaborate with other departments and partners to deliver integrated services to clients. Foster a positive and inclusive work environment that encourages teamwork and continuous improvement. Business Development: Identify and pursue new business opportunities, contributing to the growth of the firm. Participate in networking events, industry associations, and community activities to enhance the firm's visibility and reputation. Develop and implement marketing strategies to attract and retain clients. Operational Excellence: Oversee the efficiency and effectiveness of the tax department's operations, ensuring high‑quality service delivery. Implement best practices and process improvements to enhance productivity and client satisfaction. Manage budgets, billing, and profitability for the tax department. Qualifications: CPA license required Minimum of 7-10 years of experience in public accounting with a focus on tax. Proven track record of managing client relationships and delivering exceptional client service. Strong technical knowledge of federal, state, and local tax laws and regulations. Excellent leadership and management skills, with the ability to mentor and develop staff. Outstanding communication and interpersonal skills. Strategic thinker with strong analytical and problem‑solving abilities. Business development experience and a growth mindset. Benefits: Competitive salary and performance‑based bonuses. Comprehensive benefits package, including health, dental, vision, and retirement plans. Generous paid time off and flexible work arrangements. Continuing education and professional development opportunities. Supportive and collaborative work environment. Clear path to partnership with mentorship and guidance from current partners. #J-18808-Ljbffr

A financial technology company is looking for a State and Local Tax Manager in San Francisco to support its rapid growth. This role requires extensive U.S. state and local tax compliance experience, strong analytical skills, and project management abilities. The ideal candidate should also have a BA/BS in Accounting or a related field and will be responsible for managing compliance, overseeing audits, and collaborating with cross-functional teams to ensure tax-related efficiency. Competitive salary and benefits offered. #J-18808-Ljbffr

A leading technology company in San Francisco seeks a Patent Attorney. The role involves protecting intellectual property for innovative products, drafting patent assets, and providing legal support across various business areas like acquisitions and licensing. The ideal candidate will have over 6 years of experience in patent work and a relevant educational background. A competitive compensation package and comprehensive benefits are included. #J-18808-Ljbffr

At Windsor Management, we're constantly expanding and seeking talented individuals to join our growing team. This position is open year-round to support our continued growth and ensure we attract top talent whenever you're ready to make your next career move. The compensation for this role is commensurate with the cost of living in the Bay Area. The compensation will be adjusted to reflect the standard of living in the applicant's location. Commercial Portfolio Manager - Growth Position An Ideal Candidate You're the one people go to when nobody else can solve a problem. People follow your ideas because you have repeatedly earned their trust. You can convince others, not because you are trying to sell something, but because you truly believe your output and have done your homework. You are described as a problem solver, collaborative, responsive, and customer service oriented. Our Service In an ideal world, tenants would pay their rent on time, buildings would never have any issues, and the building owners could ride off into the sunset. The world isn't ideal. Rents are late. Things break. Help is needed. That is where we step in. Windsor provides a white glove service so owners can still ride off into the sunset. About Windsor At our core, we are our people. Our mission is to be the premier company for a commercial property management career. We want talented teammates with whom we can work and win together. We do constant training, both structured and informal, to always make ourselves better. We strike the balance on speed and accuracy, owning our work through responsibility and delegation versus collaboratively relying on each other as a high trust team, and solidifying procedures and establishing new ones. We know employees may leave our company over time, but we want to create an environment so amazing that it never crosses your mind. But if you do leave, we want you to know the value of the skills and development gained at Windsor so you can continue to thrive. With the best people both doing our own work and chipping in to make Windsor and each other better, Windsor can continue to thrive and grow which creates more opportunities for everyone to develop. Windsor Growth Our reputation drives our growth. Our growth has been 100% word of mouth referrals from happy clients and vendors. It is a testament to our collective, quality output and a testament to the staff we hire. Windsor was recognized in the Top 100 Fastest Growing Companies in the Bay Area in 2025, 2024, 2023 and 2022. What Success Looks Like for You It is valuable for new Portfolio Managers (PMs) to get up to speed steadily and we want you to take the time to invest in skills and development as you learn our processes. You will start with roughly a third of a normal portfolio and grow into a full portfolio over six months. We do not manage to KPIs. Instead, we lead through communication and trust. How the workload is; how the buildings are doing; your ability to handle more complex and challenging buildings. Collectively the team knows which PMs they can go to with questions. They know who always delivers for their owners. They know who can solve the hardest, trickiest problems. That is how we define success. Tangible Background Skills Needed for the Portfolio Manager Position Thorough understanding of lease terms, lessor and lessee responsibilities, and CAM estimates and reconciliation calculations Knowledge of buildings, structures, and systems Construction management and project management Accrual accounting Ability to balance “owning” your portfolio yourself with collaborative teamwork Benefits At Windsor, we are committed to the well-being of our staff. - Federal Holidays: We observe the 11 Federal Holidays and close our office. - Vacation PTO: There are 15 earned days of vacation PTO in your first year, stepping up to 20 days thereafter. - Sick PTO: We have our standard 5 sick PTO days per year. - Windsor Days PTO: Between the Federal Holidays, Vacation PTO, and Sick Days, you will have 31 guaranteed days of vacation per year for your first year, increasing to 36 days in your second year. This does not include Windsor days. We may also observe Windsor days, which are days we close the office early. For example, a half day on the day before Thanksgiving, a half day on Christmas Eve, a half day on New Year's Eve, etc. However, Windsor Days are not guaranteed to be offered on an annual basis. The offering of Windsor Days depends on the needs of the business! - Medical & HRA Card: We offer our team a medical plan and an HRA Card! Those who enroll in our medical plan will get Windsor's coverage for their first $4,300 (if participating as an individual) or first $8,600 (if participating as a family). - Vision and Dental: We offer our team a vision and dental plan! - 401k Plan: We offer a 401k plan with company matching via Guideline. Your contributions vest immediately, and Windsor will match 100% of the first 3% of your salary and 50% of the next 2% of your salary (so if you contribute 5%, Windsor matches 4% of your salary). - FSA Dependent: We offer an FSA Dependent care that you can choose to participate in up to the federal maximum of $7,500. - FSA Medical: We offer an FSA Medical care that you can choose to participate in up to the federal maximum of $3,400. - Life Insurance: Employer-sponsored life and LTD plans are available, including a level with guaranteed coverage. You pay the premiums if you participate but it is done on a pre-tax basis. - Long Term Disability: Benefit Amount: 60% of pre-disability monthly earnings up to $10,000 per month. - Benefits Consultant: We are partnered with Cavignac, so our team has a Benefits advisor! Other Fun Facts About Windsor Management - We care A LOT about investing in our teams! For the last two years (2024-2026), we have been certified as a Great Place to Work ! - We're growing! We won Top 100 Fastest Growing San Francisco Businesses by the SF Times in 2022, 2023, 2024, and 2025. - We're in the honor roll! Due to our growth for the last four years, we are now recognized in the San Francisco Business Times' Honor Roll! - Our growth has been organic! We have grown 100 percent through word of mouth! We invest in our team so they can then invest in our clients! Happy clients have referred other happy clients! - We are female founded and owned! We are recognized as the Top 100 Female-Owned San Francisco Businesses by the San Francisco Business Times - for the last four years (2022, 2023, 2024, 2025). - We train our team! We believe that the success of our team depends on the education and resources we give our team, so we train as a company monthly! - We give back to our communities! We have volunteer events that we participate in every quarter! Note to Candidates We have an extensive interview process-and that's by design. Our success is no accident - it is due to the collective effort and talents of our team. We carefully select who we add to the team, and our interview process reflects that. This may result in an interview process that spans across weeks. Unfortunately, due to the high volume of candidates, we cannot get back to everyone. However, we assure you that all applications are reviewed. Note to Third-Party Agencies We request that third-party agencies refrain from contacting us regarding this job posting. We are managing the recruitment process internally and will not be considering applications or services from external agencies. Thank you for respecting our recruitment process.

Join Us in Driving the Energy Transition We are Lightsource bp, and we're on a mission to become a global leader in onshore renewables, anchored by our proven track record in solar development. For over a decade, we've been diversifying the way the world is powered with safe, responsible, and sustainable renewable solutions. Our large-scale solar and energy storage projects help deliver affordable, reliable power while supporting global decarbonisation. Fully acquired by bp in 2024, Lightsource bp operates under a capital-light model, partnering extensively with third-party debt, structured financing, tax equity, and common equity to bring projects to life. Our people and projects are at the heart of what we do-and now, we're looking foryour expertise to help us grow our US portfolio. About the Investment Management Team OurInvestment Management (IM) Teamacts as the primary liaison with capital providers once financing transactions close, overseeing the relationship from daily reporting to commercial interaction until exit. We coordinate across LSbp teams-Structured Finance, Asset Management, Finance, Power Marketing, Legal, and more-to ensure projects deliver strong operational and financial performance. The team is organized into three verticals: Insurance You'll join our Portfolio Management Team, currently based in Europe and Sydney, but with growing presence in the US to support our expanding portfolio. The Role As aUS Portfolio Investment Manager / Senior Portfolio Investment Manager, you will be the “eyes and ears” of the IM Team for the portfolios you manage, acting as the day-to-day contact for capital providers (debt institutions and equity partners). You'll work closely with a US-based Commercial Investment Director and Valuation team, ensuring covenant compliance, accurate debt servicing, optimized cash distributions, and proactive portfolio performance tracking. Key responsibilities include: Managing relationships with capital providers, ensuring timely covenant reporting and responses to waiver/approval requests Overseeing debt service payments, letters of credit, and ancillary facilities Preparing budgets, forecasts, updated models, and tracking portfolio performance against investment models Identifying areas for commercial and financial optimisation Collaborating with LSbp teams on legal documentation, M&A activities, and refinancing initiatives Contributing to cross-portfolio initiatives and sharing best practices globally Who We're Looking For Minimum 4 yearsof experience in project finance documentation, reporting, or covenant management Engagement with capital providers in a portfolio management capacity (financial institution or sponsor) Strong financial and accounting skills, with ability to interpret P&L, cash flow, and balance sheets Experience working in complex, matrix-style, multinational environments Bachelor's degree in Engineering,Business,Finance, or a related field Preferred experience: Financial modelling skills in project-related or investment environments Direct involvement with budgets, forecasts, and operational asset portfolios Collaboration with legal teams on commercial documentation Analytical and detail-oriented, with strong planning and organisational skills Excellent written and verbal communication skills Self-motivated, collaborative, and able to manage diverse stakeholder relationships We Offer Competitive compensation:$140,000 to $160,000 annually plus a 20% annual bonus Health, dental, prescription, and vision care for US team members startingyour first day of employmentwithzero premiumsfor employee-only coverage Four weeks of vacation and three weeks of sick leave annuallyplus 11 paid holidays 401(k) plan, with a3% nonelective employer contribution Hybrid working environment (Tuesday-Thursday in office, Monday & Friday remote) Monthly personal phone bill reimbursement of up to $100 and a monthly commuter benefit of up to $150 Lifestyle Savings Account and more! Why You'll Want to Work With Us Our company is a place where you can be yourself and grow-a place where your ideas and opinions matter. Be you:We pride ourselves on being an inclusive community, where every individual is valued and treated with respect. Be responsible:Our culture is driven by our core values-from operating safely to ensuring our solar projects are responsible and promote biodiversity. Be recognized:Alongside competitive pay, we offer annual bonus opportunities, retention incentives, health insurance, retirement contributions, and other local benefits. Be inspired:Join an agile, international team working across 15 countries to power the future and positively impact people, communities, ecosystems, and biodiversity worldwide. Our core values:Safety, Integrity, Respect, Sustainability, and Drive guide everything we do, shaping meaningful low‑carbon energy projects that create a sustainable future. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status, or disability status.Individuals with disabilities may request reasonable accommodation related to LSbp's recruiting process (e.g., accessing the job application, completing required assessments, participating in interviews, etc.). To request an accommodation, please contact us during the recruitment process. #J-18808-Ljbffr

Application Deadline: 02/04/2026 Job Family Group Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Responsibilities Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies. Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements. Signs off on new, renewal and extension loans within delegated authority. Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities. Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives. Leads proposal development and delivers presentations to capture new business and expand client relationships. Networks with industry contacts to gather competitive insights and best practices. Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio. Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. Identifies revenue and cross-selling opportunities to enhance portfolio growth. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications Preferred 5 - 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Proficiencies Foundational Level Structuring Deals Advanced Level Problem Solving Collaboration Detail-Oriented Customer Service Loan Structuring Regulatory Compliance Portfolio Management Credit Risk Assessment Banking Operations Microsoft Office Expert Level Financial analysis Salary $88,800.00 - $165,600.00 Pay Type Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en Equal Employment Opportunity BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. Accommodations BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters BMO does not accept unsolicited resumes from any source other than directly from a candidate. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr

About the Hiring Team Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market. What the Role Entails Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China. Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world. Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players. As a Strategic BD and Investment Manager, you will: Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships; Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players. Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment; Work directly with senior management across global AI and games markets. Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks. You will be responsible for supporting decision-makings for executives and leaders of business groups. Provide game changing strategy and inspire out-of-the-box thinking to senior leader. Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan. Who We Look For: Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus. Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming). Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI. Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams. Effective team players with excellent communication and interpersonal skills. Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages. Location State(s) US-California-Palo Alto The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year. Equal Employment Opportunity at Tencent As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.

A prominent tax firm is seeking a UHNWI Tax Manager based in San Francisco. The role involves managing tax returns for high-net-worth clients, developing tax strategies, and supervising junior associates. Applicants must have a CPA and a minimum of 4 years of relevant experience. The firm prioritizes professional development and offers a collaborative work culture, leveraging innovative technologies. #J-18808-Ljbffr