Jobs in Milpitas

Tax Partner – Financial Services (Hedge Funds / Fund of Funds / Private Equity)

Public Accounting Firm | Independent | No Private Equity Ownership

San Francisco Bay Area (Hybrid)

Position Overview

A well-established, partner-led public accounting firm is seeking a Tax Partner – Financial Services to strengthen and grow its Investment Funds practice.

This role is specifically designed for a senior tax leader from a public accounting background with deep expertise advising:

• Hedge Funds
• Fund of Funds (FOF)
• Private Equity Funds & Sponsors

This is not an in-house role and not a private equity–backed platform. The firm is fully independent, with no private equity ownership now or in the future.

The incoming Partner will serve as a trusted strategic advisor to fund managers, general partners, and management companies while helping shape the long-term direction of the Financial Services Tax practice.

Key Responsibilities

Client Advisory & Relationship Leadership

• Serve as lead tax advisor to hedge funds, fund of funds, and private equity funds
• Advise fund sponsors and management companies on structuring, formation, and operational tax matters
• Provide guidance on GP/LP structuring, carried interest, and sponsor economics
• Act as trusted advisor to fund CFOs, controllers, tax directors, and legal counsel
• Lead high-level advisory discussions beyond compliance work

Technical Financial Services Tax Leadership

• Provide advanced expertise in partnership taxation (Subchapter K)
• Oversee complex partnership allocations, capital accounts, waterfalls, and carried interest structures
• Review and supervise partnership returns and investor reporting (Schedule K-1s)
• Advise on multi-tiered structures, blocker entities, and management company taxation
• Address multi-state, withholding, and investor-level considerations
• Support fund-level transactions, restructurings, secondary transactions, and exits
• Guide tax planning for domestic and offshore fund structures where applicable

Practice Growth & Leadership

• Drive strategic growth of the Financial Services Tax practice
• Collaborate with audit and advisory leaders serving asset management clients
• Mentor and develop managers and senior managers within the FS tax team
• Contribute to succession planning and long-term leadership development
• Participate in firm strategy discussions as a key Partner leader

Qualifications

Experience

• 12+ years in Financial Services / Investment Funds tax within public accounting
• Currently a Partner, Principal, Managing Director, or Senior Director ready for partnership
• Deep client experience with hedge funds, fund of funds, and private equity sponsors
• Background from Big 4, national, or strong regional firms with established funds practices
• Proven experience building and maintaining fund sponsor relationships

Technical Expertise

• Advanced knowledge of partnership taxation (Subchapter K)
• Strong experience with carried interest, profits interests, and sponsor-level taxation
• Expertise in complex allocation methodologies and fund economics
• Experience with multi-tier and alternative investment structures
• CPA required; MST, JD, or LLM (Tax) preferred

Leadership & Business Development

• Demonstrated ability to lead sophisticated financial services clients
• Existing relationships within the hedge fund / PE ecosystem preferred
• Entrepreneurial mindset aligned with long-term, independent firm growth
• Collaborative leadership style focused on team development and retention
• Ability to balance technical depth with commercial awareness

Why This Opportunity

• Independent public accounting firm — no private equity ownership
• Partner-led culture focused on stability and long-term value
• Strategic voice in shaping the Financial Services Tax practice
• Platform to grow hedge fund, FOF, and PE relationships with full firm support
• Emphasis on organic growth, not short-term PE-driven metrics

We're working with a fast growing AI startup in SF that's hiring a Business Development Representative as they continue scaling at pace.

This isn't a typical BDR role.

You'll be speaking directly with business owners, running high volumes of conversations, and identifying patterns that actually feed into how the company's AI systems are trained and improved.

You're not just generating pipeline. You're helping build the intelligence layer of the business.

What makes it interesting is the environment:

• High volume, high intensity work

• Direct exposure to how AI systems are built and improved

• Working closely with product, operations, and engineering

• Your insights directly shape how the company scales

• 14 hour days in a fast-paced environment where you learn quickly and see real impact

They're looking for people who:

• Are early in their career but highly driven

• Think analytically and notice patterns others miss

• Are comfortable speaking with people all day

• Take ownership and move quickly

• Want exposure to AI, product, and operations

SF based, in office

$85K to $125K + bonus

If this sounds interesting, feel free to message me or get in touch.

Role: Product Manager - Sales and Support Tech with Generative AI / Agentic AI

Duration: 12 months

Location: San Jose, CA (Hybrid)

Job Description

We are seeking a dynamic and experienced Product Manager to join our team, focusing on the Sales and Support technology domain. The ideal candidate will have a strong background in product management, with a specific emphasis and track record on leveraging Generative AI to enhance customer experience and drive business growth.

Key Responsibilities:

• Product Strategy and Vision: Develop, articulate, and champion a clear product vision and strategy for Sales and Support technologies, incorporating Generative AI capabilities to innovate and improve customer interactions.

• Market Research and Analysis: Conduct thorough market research to identify customer needs, market trends, and competitive landscape. Use these insights to inform product development and positioning.

• Roadmap Development: Create and maintain a detailed 4-quarterly product roadmap th aligns with business objectives and customer needs. Prioritize features and enhancements based on impact and feasibility. Present roadmap progress and insights to senior leadership and cross-functional stakeholders.

• Cross-functional Collaboration: Partner closely with engineering, UX design, sales, legal, and support teams to ensure successful product development and launch. Facilitate communication, alignment and collaboration across distributed teams and geographies.

• Customer Engagement: Engage with customers & key stakeholders to gather feedback, understand pain points, and validate product concepts. Use this feedback to drive continuous improvement and innovation.

• Performance Metrics: Define and track key performance indicators (KPIs) to measure product success and identify areas for improvement. Use data-driven insights to make informed decisions.

• Generative AI / Agentic AI Integration: Leverage Generative AI / Agentic AI technologies to develop innovative solutions that enhance sales and support processes. Stay updated on the latest advancements in AI and apply them to product development. Collaborate with business, engineering and data science teams to prototype, validate, and launch AI-powered features that drive automation, personalization, and efficiency

Qualifications:

• Education: Bachelor's degree in Computer Science, Engineering, Business, or a related field. MBA or advanced degree is a plus.

• Experience: Minimum of 7 years of product management experience, with a focus on Sales and Support technologies. Proven track record of successfully launching and managing products.

• Technical Skills: Strong understanding and track record of implementing Generative AI / Agentic AI technologies and their applications in the Sales and Support domain. Experience with AI/ML frameworks and tools is highly desirable.

• Experience with Leading AI Platforms: Experience with industry-leading AI ecosystems such as Microsoft Azure OpenAI Service, Amazon Bedrock, or AWS SageMaker is highly desirable. Familiarity with integrating these platforms into enterprise-scale CRM and support systems is a strong advantage. Demonstrated success in leveraging these technologies to design scalable, intelligent solutions that enhance user productivity, automate workflows, and drive measurable business outcomes will set you apart.

• Analytical Skills: Excellent analytical and problem-solving skills. Ability to interpret complex data and make data-driven decisions.

• Communication Skills: Strong verbal and written communication skills. Ability to effectively communicate with technical and non-technical stakeholders.

• Leadership: Demonstrated leadership skills with the ability to influence and inspire crossfunctional teams. Strong project management skills and attention to detail.

Why Join Us:

• Innovative Environment: Be part of a forward-thinking company that values innovation and creativity. Work on cutting-edge technologies and make a significant impact on the industry.

• Collaborative Culture: Join a collaborative and inclusive team that values diverse perspectives and fosters a culture of continuous learning and growth.

Project Controls Analyst – San Jose, CA

Are you ready to make an impact in the Power industry?

Join PTAG, a leading Project Management Advisory & Services firm, recognized across North America for helping world-class clients deliver major capital projects successfully.

We are seeking a Project Controls Analyst to support our growing team in San Jose, CA. In this role, you'll play a key part in driving project excellence, collaborating with industry leaders, and ensuring high-quality outcomes across complex initiatives.

About PTAG

At PTAG, we help our clients plan, manage, and execute their most challenging projects with innovation, integrity, and collaboration.

Our mission is to help our clients achieve successful delivery and efficient operation of their capital projects.

Our vision is to support global leaders in the selection, planning, and execution of their major initiatives.

Our values include:

• Safety: The safety of our employees, suppliers, and clients is always the top priority.
• Collaboration: We build true partnerships with clients and service providers.
• Leadership: We elevate project performance through the application of best practices.
• Accountability: We take responsibility for every aspect of our engagements.
• Client Satisfaction: We strive for 100% satisfaction on every project.
• Integrity: We believe in open and transparent communication at all levels.

Role & Responsibilities

• In this role, you will: In this role, you will support the successful delivery of capital infrastructure projects through effective schedule management, cost control, and performance reporting.

Schedule Management

• Develop and maintain integrated project schedules using Primavera P6
• Monitor schedule progress, identify critical path impacts, and perform schedule updates
• Support schedule analysis including forecasting, variance identification, and milestone tracking

Cost Control & Forecasting

• Perform cost analysis, forecasting, and budget tracking across project workstreams
• Support Estimate at Completion (EAC) and Estimate to Complete (ETC) processes
• Track project expenditures and support cost reporting aligned with project budgets

Earned Value & Performance Reporting

• Support Earned Value Management (EVM) processes including CPI/SPI performance analysis
• Prepare weekly and monthly project performance reports, including dashboards, KPIs, progress curves, and cost/schedule trends
• Provide data-driven insights to support project decision-making

Project Controls Integration

• Collaborate with Project Managers, engineering teams, contractors, and stakeholders to align project plans, progress updates, and forecasts
• Supporting integrated project controls processes across schedule, cost, risk, and change management

Change & Risk Management

• Support change control processes, evaluating impacts to project scope, cost, and schedule
• Assist with risk identification, analysis, and contingency planning
• Maintain documentation supporting project controls governance and reporting requirements

Qualifications / Requirements

• To succeed in this role, you bring: Bachelor's degree in Engineering, Construction Management, Finance, or a related discipline
• 5+ years of project controls experience supporting capital infrastructure projects
• Experience supporting Power Transmission & Distribution (T&D) and substation projects
• Strong proficiency in Primavera P6 and Microsoft Excel
• Experience with cost management platforms such as SAP, EcoSys, Prism, or similar systems
• Solid understanding of Earned Value Management (EVM) and project performance metrics
• Strong analytical, problem-solving, and attention-to-detail capabilities
• Excellent communication and stakeholder collaboration skills

Preferred Qualifications

• Professional certifications such as PMP, AACEI (CCP, PSP), or similar
• Experience supporting utility or regulated infrastructure programs
• Familiarity with integrated project controls within large capital project environments

Salary Range for Role $ 105,000 - $110,000

Compensation at PTAG varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set and level of experience.

Why Join PTAG?

At PTAG, you'll be part of a dynamic, growing consulting firm that values professional development, collaboration, and innovation.

• Opportunity to work on major infrastructure and capital projects. Exposure to industry-leading clients and partners.
• Competitive compensation and comprehensive benefits package.
• Flexible work environment and opportunities for advancement.
• Employee Share Purchase Plan (ESPP).
• A culture that values safety, accountability, and excellence.

PTAG is proud to be an equal opportunity employer committed to fostering a diverse and inclusive workplace.

PTAG uses AI-enabled tools to support certain aspects of the recruitment process, including reviewing applications against job-related criteria. These tools are used to assist our recruiters. All hiring decisions are made by PTAG recruiters and hiring managers.

With a focus on localization, the Geo Image Content Producer drives the delivery of interactive design, content, and production plans to Geo production teams. They maintain close partnership with Brand, Launch, Campaign, Hardware and Screen teams to ensure the flawless execution of an on-brand, unified message across various platforms and locales.The ideal candidate is self-motivated, flexible, and highly collaborative. Strong analytical, problem solving, and negotiation skills are required. The Geo Content Producer must feel comfortable presenting to various levels of leadership and varying types of audiences (one-to-one or larger groups). The ability to deliver clear and concise communication is a must.

Title: Geo Image Content Producer

Location: Sunnyvale, CA (Hybrid)

Duration: 6+ Months (Possible extension and conversion to full-time based on the candidate's performance)

This is a W2 contract role. Only local candidates

Responsibilities:

• Define and document strategic Geo content plans across all locales for various launches and platforms, including all product launches, seasonal and campaign work across web, email, online Store, retail, channel, and other platforms

• Coordinate with creative and development teams to understand and document the full-breath of global content needs including the creation of detailed content matrices, alternative copy, hardware and design assets

• Develop detailed instructional briefs for Geo production teams

• Partner with Brand teams to develop a clear and thorough understanding of software features and their availability across region

• Serve as subject matter experts on regional localization variances and across Client's locales by providing guidance throughout the product lifecycle

• Cultivate a thorough and specialized understanding of the creative and web production processes

• Partner with localization teams to provide scope based on marketing communication plans

• Proactively identify and address workflow challenges

• Provide oversight to a team of vendor-based functional Producers

• Ensure that all customer-facing deliverables represent the best of the Client

Requirements

• Relevant experience developing content strategies in an international marketing environment.

• Proven ability to build relationships cross functionally, influence others, and work effectively within a large organization

• Excellent communication skills and an ability to work closely with creative, technical, and business stakeholders.

• Demonstrated project management skills including scope management, resource planning, and task tracking.

• Ability to quickly process detailed information and capture the "big picture" in order to effectively deliver a clear and concise point-of-view

• Multi-tasker who can balance priorities within an ever-changing work environment

• Ability to successfully apply cumulative knowledge gain to future projects

• Experience using Content Management Systems

• Strong knowledge of Adobe suites of products

• Strong knowledge of products such as Keynote and Pages

• 3-6 years of experience as a producer in a creatively-driven advertising agency

• Bachelor's degree required. Advanced degree and certifications in applicable fields a plus.

Required Skills

·Strong experience with iOS development fundamentals and frameworks

• Proficiency in Swift and Objective-C
• Experience with Xcode and XCTest
• Knowledge of GCD and asynchronous programming

·Strong debugging and problem-solving skills

·Experience minimum 5+ years and maximum 12 years.

Nice to Have

·Experience with XPC or intra-process communication

• Experience using AI tools in the SDLC
• Familiarity with prompt engineering

NO H1B Transfer/Sponsor

Role: PCIe Verification Engineer

Position Type: Contract

Location: San Jose, CA Or Silver Lake, CO ( Day One Onsite)

NO H1B Transfer/Sponsor

Job Description:

Experience: 7+ Years Education: Bachelor/Master of Engineering (B.E./B.Tech/MS) in Electronics, Electrical, Computer Engineering, or a related field

Role Summary:

Drive the pre-silicon verification of next-generation PCIe Switch and Retimer designs across Gen4, Gen5, and Gen6 specifications. Utilizing SystemVerilog and UVM, you will ensure robust protocol compliance, high-performance throughput, and seamless interoperability for cutting-edge silicon.

Key Responsibilities:

• Strategic Planning: Architect and execute comprehensive PCIe verification plans to ensure full specification coverage.
• Environment Development: Build and maintain sophisticated, UVM-based verification environments from the ground up.
• Protocol Deep-Dive: Verify intricate PCIe protocol behaviors, including LTSSM transitions, link training flows, and complex error handling mechanisms.
• Feature Validation: Validate specialized Switch and Retimer features alongside cross-vendor interoperability.
• RTL Debugging: Perform rigorous debug of RTL and protocol-level issues while conducting detailed functional and code coverage analysis.

Required Skills:

• Protocol Expertise: Strong command of PCIe protocols, specifically Gen4 and Gen5, with Gen6 knowledge considered a significant advantage.
• Methodology: Advanced proficiency in SystemVerilog, UVM, and the implementation of functional assertions.
• Tooling: Extensive experience navigating industry-standard simulators such as VCS, Questa, or Xcelium.

NO H1B Transfer/Sponsor

We're Hiring: Ivalua Techno-Functional Lead Consultant

Location: Sunnyvale, CA (Onsite – 3 days/week)

We are looking for an experienced Ivalua Techno-Functional Lead Consultant with strong expertise in procurement systems, SQL, and integrations. The ideal candidate will have deep hands-on experience working with the Ivalua platform, supporting procurement processes, and collaborating with cross-functional teams to deliver scalable solutions.

This role requires a strong understanding of sourcing and procurement workflows, technical integration capabilities, and the ability to work closely with stakeholders and third-party solution providers.

Key Responsibilities

• Lead and support Ivalua implementation, configuration, and enhancement projects.
• Write and optimize SQL queries to generate reports, retrieve data, and support integrations.
• Build and support API integrations and EAI connections with other enterprise applications.
• Configure Ivalua modules, including workflows, callbacks, and solution design.
• Provide production support, including troubleshooting priority bugs and fixes.
• Work with stakeholders to improve sourcing and procurement processes.
• Participate in project release processes and system improvements.
• Maintain strong collaboration with clients and third-party solution providers.

Required Skills & Experience

• 8+ years of hands-on experience with Ivalua in a project role within industry or consulting.
• L2 (preferred) or L3 certification in any of the following areas from Ivalua: P2P, INT, or SQL.
• Strong experience working with SQL queries to build reports, retrieve data, and support integrations.
• Deep understanding of Ivalua solutions and API development.
• Strong knowledge of sourcing and procurement processes and their business value drivers.
• Experience with configuration modules including design, workflows, and callback creation.
• Experience supporting production issues, priority bugs, and fixes.
• Knowledge of project release processes.
• Excellent analytical, problem-solving, and communication skills.
• Experience building strong client relationships and collaborating with third-party solution providers.

Hi,

Job Title: Associate Program Manager (Training Operations)

Location: Remote

Duration: 6+ month with possible extension

Payrate: $60 to $65/hr. on W2

Job Description:

We are looking for a detail-oriented, proactive Program Manager to join our team. In this role, you support training operations for Sourcing & Supply Chain Transformation implementations for a global vertical retailer. You serve as the logistical lead to ensure that complex training events run smoothly and that our employees, vendors and mills training readiness and training completion are accurately tracked.

Key Responsibilities

• Complex Event Coordination:
• Manage end-to-end scheduling and calendaring for large-scale training events across global time zones.
• Coordinate between instructors, venues (virtual), and hundreds of attendees.
• Navigate conflicting schedules to ensure optimal timing for global or functional sessions.
• Roster & Data Maintenance:
• Build and maintain accurate training rosters.
• Manage registration workflows and tracking.
• Ensure all participant data is up to date within our internal systems.
• Tracking & Reporting:
• Monitor \"Training Readiness\" metrics to identify gaps in compliance or skill sets.
• Generate completion reports to verify that employees have met their mandatory requirements.
• Communicate status updates to leadership and stakeholders.

Required Skills & Qualifications

• Tool Expertise: Strong proficiency in MS Outlook (advanced scheduling), Excel (pivot tables, VLOOKUP), SharePoint, PowerPoint, Word, and Zoom.
• Soft Skills: Highly organized, proactive, adaptable to last-minute changes, strong communicator, and capable of working autonomously across cross-functional teams.

• Must-Have Technical experience, knowledge and hands-on experience on Genesys or some other Cloud solutions Implementation and maintenance of the Cloud contact center or any other CCaaS solutions.
• Detailed Technical and Practical experience of solution deployments on Genesys PureCloud contact center solution.
• Collaborate and define components of Genesys Cloud solutions, from both functional and business perspective.
• Implement Genesys Cloud platform configurations, changes, and deployments to production.
• GCA/GCP certification are preferred.
• Hands on experience on Genesys Cloud Architect, Routing, Contact center, Telephony and People & permission modules.
• Understanding of peripheral contact center applications and integrations including familiarity with CRM, workforce management (WFM), quality management (QM), display boards and reporting tools.
• Develop and manage IVR platform using Genesys Cloud Architect and enhance call flows.
• Troubleshoot, resolve, manage Genesys Cloud incident tickets, and resolve system issues.
• Involved in all aspects of Cloud technology for the Contact Center.
• Other Key focus areas:
• Experience in integration with app foundry partner solutions like AWS S3, AWS lex bot, AWS Polly, and Microsoft dynamics.
• Chat bot and human-agent interaction.
• Email interaction.
• Web Messaging/Chat interactions.
• Web Services Integration.
• Scripter.
• Must have good knowledge in AWS solutions. AWS CI/CD, Lambda, Cloud watch and S3 bucket.
• Must have good knowledge in Service Now ticketing tool.
• Superior interpersonal, verbal, and written communication skills.
• Ability to manage partners and vendors.
• Must involve in Team discussion and Customer discussion on new projects and enhancements.
• Time management and prioritization skills.
• Ability to develop strong working relationships.
• Ability to manage multiple activities and changing priorities.
• Flexible with Shift timings