What Jobs are available for Client Relationships in San Jose?

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 Liquidity Specialty Group targets the Emerging Middle Market segmentation, $10MM-$0MM in company revenues. This exciting role will focus on creating relationships across our footprint with an emphasis on deposits, cash management, commercial cards and cross border/international fee income. In addition, the Relationship Manager will be tasked with leveraging the bank and delivering the integrated BMO OneClient focus, partnering across all lines of business including Wealth, Retail, Business Banking, and Diversified Industries Group. The ideal candidate will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join a highly valued segment within a stable and thriving bank.
Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.
+ Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
+ Participates and provides leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities.
+ Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
+ May coordinate closing with closing department, clients and attorneys.
+ Serves as a daily escalation resource to ensure client expectations are met or exceeded.
+ Advises clients on loan products, options, rates, terms and collateral requirements.
+ May advise business clients on cash management/deposits solutions.
+ Advises clients, where possible, on business management and other financial matters.
+ Develops and manages Commercial banking relationships, plans for prospective clients;
+ may include focused calling and pipeline management activities.
+ Acts as the prime subject matter expert for internal/external stakeholders.
+ Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.
+ Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.
+ Monitors and tracks performance, and addresses any issues.
+ Ensures proper documentations for loans and cash management services.
+ Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing.
+ Evaluates and structures loan requests, determining appropriate documentation for Approved loans.
+ Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.
+ Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.
+ Follows up after closing to insure all documents are completed and filed.
+ Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
+ Gathers data to advance sale process and completes all required documentation.
+ Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
+ Tracks implementation requests to keep the process on track with timelines.
+ Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
+ Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
+ Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
+ Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
+ Maintains current client information on Bank system/files to ensure client history is accurate and complete.
+ Ensures accurate billing to clients.
+ 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:**
+ Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
+ Deep knowledge and technical proficiency gained through extensive education and business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**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: 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 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.
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 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. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.**
Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
+ Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
+ Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
+ Generates appointments and opportunities to grow business results through targeted sales efforts.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Identifies prospective customers and cross-sells additional products and services to meet their needs.
+ Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
+ Understands the local market and proactively develops relationships with centres of influence.
+ Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
+ Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
+ Answers inquiries and provides accurate information about business banking products and services.
+ Understands customer needs and offers financial solutions that meet customer goals.
+ Resolves or escalates issues.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Supports the development and promotion of a business/group program.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
+ Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
+ Strong experience with customer sales and service.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$69,000.00 - $127,800.00
**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: 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 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.
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 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. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

**This is a licensed position requiring the SIE, Series 6, 63, Life and Health**
**_The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next._**
A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs.
As a **Licensed Senior Premier Relationship Manager** at BMO, you will:
+ Serve as the customers' relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources.
+ Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
+ Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success.
+ Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers' financial needs.
+ Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.
**BMO IS ON AN EXCITING JOURNEY.**
We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, _in business and life_ . We've been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first. _You belong here!_
+ **This is a licensed position requiring the SIE, Series 6, 63, Life and Health**
+ Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.
+ Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
+ Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
+ Uses a consultative sales process to develop strong customer relationships; acts as client's trusted advisor and primary point of contact.
+ Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
+ Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions.
+ Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
+ Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan.
+ Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality.
+ Executes quality customer review meetings for retention and relationship expansion purposes.
+ Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships.
+ Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.
+ Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies.
+ Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Monitors individual exception reports and takes action to remove exceptions.
+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
+ Executes work to deliver timely, accurate, and efficient service.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required.
+ 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability.
+ Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).
+ Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
+ Excellent understanding of brokerage and insurance products.
+ Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning - required.
+ Excellent understanding of personal trust and investment management - required.
+ In-depth knowledge of client portfolio management.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
**Salary:**
$69,000.00 - $127,800.00
**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: 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 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.
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 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. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
We have an exciting opportunity for a talented Relationship Manager to come in and manage and grow a large and complex portfolio of commercial loans. This sales and relationship focused individual will prospect for and close new business relationships and retain and expand relationships with existing customers. The Relationship Manager will sell appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on One U.S. Bank and making appropriate referrals. The Relationship Manager provides financial advice to customers, approves loans within assigned limits, manages loans and portfolio credit quality.
Basic Qualifications
- Master's degree in finance, accounting or other related field OR equivalent experience
- 10 or more years of commercial lending experience
- Three or more years of management experience
Preferred Skills/Experience
- Considerable knowledge and experience in managing and growing a large and complex portfolio of commercial loans
- Strong leadership and strategic management skills
- Excellent verbal and written communication skills
- Well-developed analytical, decision-making and problem-solving skills
_Base pay for this role usually falls within $145,000 to $25,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further._
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: 170,255.00 - 200,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual.
**Responsibilities** :
+ Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
+ Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
+ With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
+ Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
+ Master referral opportunities to grow portfolio.
+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
+ Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
+ Organize client events to enhance client bonding.
+ Acquire new clients through converting referral leads
+ Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
+ Ensure that KYC/AML and other compliance norms are strictly adhered.
+ Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
+ Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications** :
+ 5-8 years of experience.
+ Strong analytical and financial skills.
+ Strong verbal and written communication skills.
+ Organized with strong attention to details.
+ Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
+ Basic understanding of investment and financial planning strategies preferred.
+ Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
+ Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
+ Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
+ Insurance Group 1 required.
+ Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
+ This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
**Education** :
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Private Client Coverage
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**Job Family:**
Financial Planning Services
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**Time Type:**
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**Primary Location:**
San Jose California United States
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**Primary Location Full Time Salary Range:**
$88,400.00 - $132,600.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Sep 02, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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-$0MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank
This role facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
+ Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
+ Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
+ Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
+ Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
+ Manages high-value client portfolios, driving cross-selling, retention, and profitability.
+ Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
+ Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
+ Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
+ Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
+ Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
+ Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
+ Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
+ Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
+ Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
+ Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
+ 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.
+ Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
+ Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
+ Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
+ Implements changes in response to shifting trends.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
+ Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
+ If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
+ Seasoned professional with a combination of education, experience and industry knowledge.
Advanced level of proficiency:
+ Project Management
+ Change Management
Expert level of proficiency:
+ Product Knowledge
+ Regulatory Compliance
+ Structuring Deals
+ Portfolio Management
+ Credit Risk Assessment
+ Customer Service
+ Stakeholder Management
+ Negotiation
+ Customer Relationship Building
**Salary:**
122,400.00 - 228,000.00
**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: 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 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.
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 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. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the San Francisco Bay Area. The ideal candidate has 10+ years of experience calling on companies in middle market generating $50MM - $B in revenue and has established relationships with customers, COIs, and key stakeholders in the Bay Area.
The RM will be responsible to drive new client acquisition and growth in market share in this middle market segment across all industry verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional customer experience. In addition, the RM will be tasked with leveraging the bank and delivering the integrated BMO One Client focus across all lines of business including Wealth, Retail, Small Business, and Capital Markets.
Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
+ Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
+ Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
+ Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
+ Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
+ Manages high-value client portfolios, driving cross-selling, retention, and profitability.
+ Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
+ Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
+ Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
+ Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
+ Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
+ Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
+ Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
+ Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
+ Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
+ Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
+ 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.
+ Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
+ Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
+ Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
+ Implements changes in response to shifting trends.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
+ Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
+ If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
+ Seasoned professional with a combination of education, experience and industry knowledge.
Advanced level of proficiency:
+ Project Management
+ Change Management
Expert level of proficiency:
+ Product Knowledge
+ Regulatory Compliance
+ Structuring Deals
+ Portfolio Management
+ Credit Risk Assessment
+ Customer Service
+ Stakeholder Management
+ Negotiation
+ Customer Relationship Building
**Salary:**
122,400.00 - 228,000.00
**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: 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 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.
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 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. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Location: Anywhere in Country
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Tax Manager - Private Client Services - *Remote*** ** **
Private Client Services (PCS) is a growing practice within EY, and you'll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multibillion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.
**The opportunity**
You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. 
**Your key responsibilities**
As a seasonal tax manager your main priority could include reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp tax compliance for our Private Tax clients. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required.
**Skills and attributes for success**
+ A strategic eye toward prioritizing when working on multiple complex projects
+ Influencing skills, and the confidence and curiosity to question existing processes
+ The ability to produce technical writing and research in a tax context
+ Experience performing high quality review of complex tax returns
+ Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance
+ Experience with federal and state personal and trust income tax
+ A thorough understanding of estate and wealth planning
+ Experience researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
+ Comfort with working remotely in a virtual team environment
**To qualify for the** **role** **you must have** ** **
+ Valid US Certified Public Accountant (CPA) license or active state bar membership
+ A bachelor's degree in Accounting, Finance, Business, or a related discipline
+ A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps
+ Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
**Ideally,** **you'll** **also have**
+ A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm
**What we look for**
We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ The salary range for this job in all geographic locations in the US is $120/hr to $150/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
The opportunity
EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. In this role, you will work alongside our professionals who are knowledgeable and experienced with varied and specialized facets of high-net worth taxation.
Your key responsibilities
A Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.
Responsibilities include
+ Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
+ Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
+ Ability to lead projects and work independently, with guidance in only the most complex situations
+ Incumbent has specialized depth and/or breadth of expertise
+ Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
+ Support effective long-term relationships and manage workflow effectively with our clients
+ Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
+ Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
+ Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
+ Provide effective leadership, formal and informal feedback, and coaching to team members
Skills and attributes for success
+ Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
+ Experience presenting in client conversations regarding complex or difficult topics
+ Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
+ Ability to manage multiple work assignments, team members and deadlines simultaneously
To qualify for the role you must have
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Proficient in the use of various tax and accounting technologies
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
What we look for
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,100 to $87,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 122,600 to 212,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .