Client Advisory Associate Whittier TrustClient Advisory AssociateNewport Beach, CaliforniaThe candidate will be a key member of the Client Advisory team responsible and will support their manager in providing Whittier Trust’s high touch service delivery model in the Western region, nationally focusing and within their local community. Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Client Director, Commercial RE Tax Payment Solutions CotalityClient Director, Commercial RE Tax Payment SolutionsIrvine, CaliforniaThe leader will own the account, build relationships with new clients, and manage and expand existing relationships, focusing heavily on growing wallet share and landing new logos within three key areas of commercial real estate: lenders and banking, REIT, private equity, other investors, and retail and franchises. The Client Director will provide accurate and timely sales activity reports, actively manage the pipeline via tools provided in SharePoint, CRM, and Excel, and manage follow-up with clients to ensure satisfaction with products and services.
Director- Consulting Services Cryoport SystemsDirector- Consulting ServicesIrvine, CaliforniaThe Consulting Services team works as an extension of our clients to assist in validations, qualifications, risk assessments, lane qualifications, packaging testing, packaging optimization, custom commercialization workflow is important as much of our work supports IND, BLA and other regulatory accessory/packaging development, custom projects, across all of our business segments - Cell and Gene Therapy, Reproductive Medicine and Animal Health. With our expansive platform of management solutions and decades of temperature-controlled supply chain expertise, Cryoport Systems helps Enable the Outcome by supporting certainty and precision in the supply chain, whether advancing groundbreaking therapies, supporting families on their reproductive journeys, or enhancing animal health programs.
Specialized Tax Services - Energy Incentives & Credits Manager PwCSpecialized Tax Services - Energy Incentives & Credits ManagerIrvine, CA$99,000–$266,000 / yearAs a Specialized Tax Services - Energy Incentives & Credits Manager, you will focus on providing tax advice and solutions to clients in complex and niche areas of taxation, including accounting methods, fixed-assets, and research and development tax credits. Demonstrating proficiency in IRA energy, manufacturing and infrastructure tax credits and incentives, including eligibility assessment, documentation, monetization, transferability and transaction support, and compliance with bonus credits including domestic content and prevailing wage and registered apprenticeship requirements.
Client Associate - 2nd & PCH TravisMathewClient Associate - 2nd & PCHLong Beach, CaliforniaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Audit Senior Associate WithumAudit Senior AssociateIrvine, CA$88,000–$110,000 / yearStrong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.