Top 1036 Client advisor Jobs in San Jose Ca

Tax Manager
Weber and Company, Inc. —San Jose, CA
- $125,000 - $185,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Research
- Continuing education credits
- Paid holidays
Quick Apply
Manager - Treasury M&A and Transformation
Deloitte —San Jose, CA
- $141,200 - $278,300 a year
- Full-time
- 6 years
- CPA
- Bachelor of Science
Licensed Customer Support Representative
Legacy Lane Insurance Agency —Santa Clara, CA
- $50,000 - $80,000 a year
- Full-time
- Office
- US work authorization
- In-person
- Paid holidays
- Paid time off
Quick Apply
2d
Client Advisor, San Jose
Zimmermann —Santa Clara, CA
- $20 - $21 an hour
- Part-time
- Sales
- Customer service
- No background check
- Store discount
- Health insurance
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Sales Engineer
Allied Telesis —San Jose, CA
- $140,000 - $180,000 a year
- Full-time
- Computer Science
- 5 years
- Bachelor of Science
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Fitness Studio Director
THE CAMP TRANSFORMATION CENTER SAN JOSE —San Jose, CA
- $69,000 - $75,000 a year
- Weekends as needed
- Hospitality
- Spanish
- Sales
- Health insurance
- Dental insurance
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4d
Board Certified Behavior Analyst (BCBA) - San Jose, CA (Hybrid)
BlueSprig —San Jose, CA
- $90,000 - $121,000 a year
- Hybrid work
- Background check
- Clinic
- Children
- Paid holidays
- Dental insurance
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Licensed Customer Service Representative
Legacy Lane Insurance Agency —Sunnyvale, CA
- $50,000 - $80,000 a year
- Full-time
- Office
- US work authorization
- In-person
- Paid holidays
- Paid time off
Quick Apply
2d
Director, Mechanical Engineering, NA
Vantage Data Centers Management Company LLC —California
- $230,000 - $250,000 a year
- Full-time
- Hybrid work
- Writing skills
- Data analysis skills
- Ability to climb stairs
- AD&D insurance
- Disability insurance
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Tax Expert - Expert Center (West)
Intuit —Los Gatos, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Expert - Expert Center (West)
Intuit —Menlo Park, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Expert - Expert Center (West)
Intuit —Pleasanton, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Comfort Advisor/ HVAC Sales
Jazz Home Services —San Jose, CA
- $80,000 - $200,000 a year
- Full-time
- Background check
- Clean driving record
- Ability to walk for extended periods
- Paid training
- Paid holidays
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Associate Director, Silicon Valley Small Business Development Center (SBDC)
NorCal Small Business Development Center —San Jose, CA
- $85,000 - $130,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Google Workspace
- Management
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate
Special Needs Planning Group —Santa Clara, CA
- $25 - $30 an hour
- Part-time
- Background check
- US work authorization
- In-person
Quick Apply
Residential Services Coordinator - All Shifts Available (Day/Swing/Night)
Episcopal Community Services (ECS) —San Jose, CA
- $23.50 an hour
- Part-time
- Background check
- Current TB test
- Experience working with individuals with disabilities
- 403(b) matching
- Health insurance
Quick Apply
Comfort Advisor/ HVAC Sales
Jazz Home Services —Pleasanton, CA
- $80,000 - $200,000 a year
- Full-time
- Background check
- Clean driving record
- Sales
- Paid training
- Paid holidays
Quick Apply
Tax Expert - On-Site
Intuit —Los Gatos, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
11d
Tax Expert - On-Site
Intuit —Menlo Park, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
11d
Zillow Preferred Real Estate Agent
Team Schuler —San Jose, CA
- $120,000 - $350,000 a year
- Weekends as needed
- Mid-level
- Real Estate License
- Flexible schedule

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Tax Manager

Weber and Company, Inc. -
San Jose, CA

Quick Apply

Job Details

Full-time
$125,000 - $185,000 a year

Benefits

Continuing education credits
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Opportunities for advancement
Flexible schedule

Qualifications

Teamwork
CPA
Interpersonal skills
Income tax planning
Team development
Professional development support
Bachelor's degree
Attention to detail
Team training
Client management
Managing accounting teams
Mentoring
Accounting firm experience
QuickBooks
Leading team collaboration initiatives
Regulatory compliance analysis

Full Job Description

Job Summary
Weber & Company, Inc. is a full-service public accounting firm based in Silicon Valley, with a strong focus on international tax matters and client advisory services. The firm serves a diverse client base, including high-net-worth individuals and families, private equity firms, IT service companies, and SBA-regulated businesses. Team members have the opportunity to work on complex engagements in a collaborative professional environment.

The Tax Manager plays a critical leadership role within Weber & Company, Inc., serving as the entry-level member of the Firm’s management team. This role is responsible for overseeing complex tax engagements, ensuring technical accuracy and compliance, mentoring Senior and Staff Accountants, and supporting the Firm’s commitment to high-quality client service, professionalism, and continued growth. Tax Managers are expected to exercise sound judgment, apply advanced technical expertise, and collaborate closely with Partners to deliver exceptional outcomes for clients.

Essential Duties & Responsibilities:

Oversee and review complex individual, corporate, fiduciary, and estate tax returns, including high-net-worth and multi-entity clients.
Perform and supervise advanced tax research, analysis, and planning, including federal, state, and tax matters.
Serve as a primary reviewer on engagements, ensuring technical accuracy, compliance, and adherence to Firm standards.
Provide guidance, training, and performance feedback to Senior and Staff Accountants.
Manage engagement workflows, deadlines, and resource allocation in coordination with Partners and Senior Managers.
Communicate directly with clients and professional advisors regarding tax issues, planning strategies, and compliance matters.
Support transactional and strategic tax planning initiatives.
Interact with taxing authorities and regulatory agencies as needed.
Contribute to process improvements, technical knowledge sharing, and best practices within the Firm.
Demonstrate a commitment to the Firm’s values, long-term growth, and professional excellence.
Performs other related duties as assigned by management.

Required Qualifications:

Active CPA license or Enrolled Agent (EA) credential
Minimum of 8+ years of public accounting or equivalent experience
Demonstrated expertise in complex tax compliance and planning
Strong understanding of federal and state tax laws and regulations
Proven ability to supervise, mentor, and develop accounting staff
Excellent written and verbal communication skills

Preferred Qualifications:

Master’s degree in Taxation or Accounting
Progress toward or completion of advanced tax certifications beyond CPA or EA

Core Competencies/Skills:

Advanced technical tax knowledge and research capabilities
Strong organizational and project management skills
High attention to detail and quality control
Ability to manage multiple priorities and deadlines
Professional judgment and problem-solving skills
Collaborative leadership style and strong interpersonal skills
Proficiency with tax and accounting software (e.g., Lacerte, QuickBooks, PM, CaseWare, KiteWorks, BNA, and Microsoft Office)

Physical Requirements

Ability to perform the essential functions of the position in an office environment, including prolonged periods of computer and desk work, with or without reasonable accommodation.

May occasionally lift and move materials weighing up to 15 pounds.

Work Location & Schedule

This position is based out of our San Jose, California office. Hybrid work arrangements may be available depending on the position, employee performance, business needs, and operational requirements.

Work schedules may vary throughout the year based on client demands, project deadlines, and peak business periods. Additional hours may occasionally be required, including during tax season and other high-volume periods.

Occasional travel to client sites or other business-related locations may be required.

Compensation & Benefits

Weber & Company, Inc. offers competitive compensation designed to recognize experience, technical expertise, professional certifications, and overall contributions to the firm. Final compensation will be determined based on experience, qualifications, certifications, skills, and business needs.

Salary Range: $125,000.00 - $185,000.00 annually

FLSA Status: Exempt

Eligible employees may receive:

Medical, dental, and vision insurance
Paid holidays and paid time off
401(k) retirement plan with employer contributions
Professional development and continuing education support
CPA/EA licensing and certification assistance, where applicable
Career growth and advancement opportunities
Flexible work arrangements, where applicable

Benefits are subject to plan terms, eligibility requirements, and company policies.

Weber & Company, Inc. is an equal opportunity employer and is committed to providing a workplace free from discrimination and harassment. We consider all qualified applicants for employment without regard to race, color, religion, creed, sex, gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, military or veteran status, reproductive health decision-making, or any other status protected under applicable federal, state, or local law.

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of this position.

Pay: $125,000.00 - $185,000.00 per year

Benefits:

401(k)
Continuing education credits
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance

License/Certification:

CPA (Preferred)

Ability to Commute:

San Jose, CA 95126 (Preferred)

Work Location: Hybrid remote in San Jose, CA 95126

Quick Apply

Refine Your Search

client advisor jobs in san jose ca

Tax Manager

Manager - Treasury M&A and Transformation

Licensed Customer Support Representative

Client Advisor, San Jose

Sales Engineer

Fitness Studio Director

Board Certified Behavior Analyst (BCBA) - San Jose, CA (Hybrid)

Licensed Customer Service Representative

Director, Mechanical Engineering, NA

Tax Expert - Expert Center (West)

Tax Expert - Expert Center (West)

Tax Expert - Expert Center (West)

Comfort Advisor/ HVAC Sales

Associate Director, Silicon Valley Small Business Development Center (SBDC)

Client Service Associate

Residential Services Coordinator - All Shifts Available (Day/Swing/Night)

Comfort Advisor/ HVAC Sales

Tax Expert - On-Site

Tax Expert - On-Site

Zillow Preferred Real Estate Agent

I want to receive the latest job alert for client advisor in san jose ca

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