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You have 3-5 years experience as a Client Success Manager (or similar role) for a SaaS company serving US-based hospital systems. Our team is rapidly growing as we expand our programs to reach more health systems and patients, and we are excited to bring on a Client Success Manager.
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Advance Community Vision’s commitment to racial equity and economic justice through a restorative and community- and client-centered approach to client acquisition, services, new business lines, and grantmaking practices.
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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
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Facilitates client coordination and audit communication during US hours of the monthly, quarterly and year-end financial reporting activities for various hedge funds, fund of funds, venture capital and private equity fund clients.
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Working with client and client counsel to structure various transactions, including taxable and tax free acquisitions, dispositions, reorganizations, spinoffs, and other transaction tax matters.
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As a community development finance institution (CDFI), we work with nonprofits, partners, and systems to build racial equity and community wealth and well-being. The CCO will serve as a member of the Executive Team, along with the Chief Financial Officer, Chief Operating Officer and Chief of Client Services.
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These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services.
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In this role, the successful candidate will focus on project management and delivery of portfolio Environmental, Health and Safety (EHS) and Environmental, Social and Governance (ESG) due diligence projects for clients in the oil and gas, chemical, technology, manufacturing, ecommerce, private equity, and finance sectors.
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You have an understanding of Venture Capital, Private Equity, Hedge Funds, Fund Administration. Our three main pillars of competency in Fund Administration at Carta are technical excellence, client management and innovation.
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Maintains a docket of statutory USPTO and client due dates and satisfies all due dates in accordance with client instructions and firm docketing procedures. The firm is internationally recognized for its representation of Fortune 500 companies in high-stakes litigation and government-facing matters, as well as its ongoing commitment to pro bono service and diversity, equity, and inclusion.
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BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. Document and maintain contract processes and participate in projects to enhance the client contracting experience, streamline and scale processes, reduce errors, and support the firm’s growth.
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Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
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Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private equity, venture capital, and family offices.
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Our client, a $700m in AUM private equity and credit fund is seeking a Fund Accounting Manager or Assistant Controller. Required: 5‐7+ years of in‐house fund accounting experience at venture capital/private equity/private credit firm, or.
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equity client jobs in San Francisco, CA
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