Tax Manager or Director CliftonLarsonAllen LLPTax Manager or DirectorIrvine, CA$112,000–$194,000 / yearCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Manager - Business Transformation - Capital Markets CompassX GroupManager - Business Transformation - Capital MarketsIrvine, CAFull timeWe are honored to be recognized as a three-time winner of Consulting Magazine’s Best Boutique Firms to Work For, and previously recognized as a “Best Place to Work” in Southern California and one of INC.’s 5000 fastest-growing private companies in the U.S. This could mean leading a business process redesign for a trading desk, implementing new regulatory compliance solutions, or helping a global investment manager modernize client reporting.
Senior Relationship Manager, Income Property Group Keybank National AssociationSenior Relationship Manager, Income Property GroupNewport Beach, CA$116,000–$216,000 / yearProvides the client with knowledge and access to the breadth of Key's product platform which includes: interim and permanent credit facilities, cash management, interest rate management, syndications, private equity, subordinated debt, deposits, leasing, private banking, equipment finance, etc. Serves as Trusted Advisor to clients by developing a clear and holistic understanding of the client or prospect's business through analysis of their management practices, portfolio dynamics, and business strategy, in the context of the current industry/economic climate, and then crafting value-added solutions, ideas and advice.
NewSenior Tax Manager Regal Executive SearchSenior Tax ManagerOrange, CAThey work specifically with high net worth clients and their closely held entities within various industries, professional athletes and C-level executives. Organize workflows to ensure production is meeting client deadlines, proper staff utilization, and increasing visibility of compliance workload.
2027 Summer Intern - Global Wealth Management, Private Client Group Analyst, US PIMCO2027 Summer Intern - Global Wealth Management, Private Client Group Analyst, USNewport Beach, CAYou'll excel as a Global Wealth Management (GWM), Private Client Group Account Analyst if you: Show strong interest in the financial markets, macroeconomics, and investment finance as demonstrated through relevant coursework, certifications, internship/work experience and/or professional organization & campus club participation. See yourself as GWM, Private Client Group Account Analyst: Global Wealth Management (GWM)'s mission is to create industry leading experiences for financial intermediates and their individual investor clients while providing a strong contribution to PIMCO's overall business results.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesCosta Mesa, CA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesCosta Mesa, CA$146,000–$200,000 / yearSignificant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Job Summary: The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients.
Tax Senior Manager, Private Client Services BDO International LtdTax Senior Manager, Private Client ServicesCosta Mesa, CA$146,000–$200,000 / yearSignificant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Job Summary: The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients.
Client Services Representative I (51296) Western GrowersClient Services Representative I (51296)Irvine, CADo everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning and executing work in a helpful and collaborative manner, being willing to adjust efforts to ensure that work and attitude are helpful to others, being self-accountable, creating positive impact, and being diligent in delivering results. JOB DESCRIPTION SUMMARY: The Client Service Representative I (CTSR) reports directly to the Supervisor of Client Services and is responsible for the enrollment, implementation, and education of Western Growers Assurance Trust (WGAT) and Pinnacle Claims Management.
Tax Experienced Manager, Private Client Services BDO USA PCTax Experienced Manager, Private Client ServicesCosta Mesa, CA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Partner, Client Accounting Services AprioPartner, Client Accounting ServicesIrvine, CAAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm's long term strategic direction.
CSR - Client Service Representative Vicar Operating dba VCACSR - Client Service RepresentativeTustin, CaliforniaManagement reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development). ESSENTIAL FUNCTIONS: • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Client Service Representative Venbrook Group LLCClient Service RepresentativeIrvine, CARisk Specialties & Services: Advisory, risk management, insurance brokers, accident & health insurance, property & casualty insurance, employee benefits, surety & title insurance, wholesale insurance, specialty programs, reinsurance, independent field adjusting, catastrophe services, and third-party claims administration. This role resolves routine issues, escalates complex matters following defined guidelines, and supports a consistent member experience while reducing service interruptions for Client Management teams.
Client Service Specialist Marsh & McLennan Companies IncClient Service SpecialistAliso Viejo, CA$41,200–$76,800 / yearPrepare presentations, spreadsheets, direct bill documentation, accounting discrepancy communications, and other materials based on the needs of the internal team and clients. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements.
Client Service Coordinator (Part Time) Banfield Pet HospitalClient Service Coordinator (Part Time)Foothills Ranch, CA$16.93–$21.63 / hourThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner. Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
Client Service Executive - Commercial Insurance Marsh & McLennan Companies IncClient Service Executive - Commercial InsuranceAliso Viejo, CA$92,400–$172,100 / yearBachelor's degree plus 3 or more years of daily World Class Client service experience is required; or, a minimum of 6 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service. With assistance and guidance from Director of Operations, Orange County as well as those with the Human Resources department, address performance problems through the use of coaching, development of performance improvement plans, documentation of progress and taking of disciplinary action.
PT Client Service Coordinator Banfield Pet HospitalPT Client Service CoordinatorRiverside, CA$16.93–$21.63 / hourThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. 2 of 3 Last Revised: 08/20/2013 JP Communication Skills Client Service Skills Priority Setting Time Management CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
PARS Client Service Coordinator Public Agency Retirement ServicesPARS Client Service CoordinatorNewport Beach, CAFull timeDuties and ResponsibilitiesClient Management and Relationship Development (80%)Oversee day-to-day client relationships for assigned agencies and assume full accountability for superior client satisfaction from a service perspective;Organize regular meetings with assigned clients and partners and handle associated follow-up meetings which may be virtual or in-person;Travel as required to meet in person with clients primarily in California and occasionally to other states;Prepare analyses and presentation materials to support meeting goals/objectives;Effectively communicate with clients, partners, and internal departments to address all client needs and provide necessary research, problem solving, and provide support to consultants to manage (often complex) problems through to resolution;Attend ad hoc events such as benefit fairs, partner/client networking events, etc. Work Environment and Physical DemandsFlexibility in work schedule, with the ability to work from home for a percentage of time per week;Ability to travel during the workday and work extended hours as needed;Ability to travel overnight as needed, primarily in California;Attending tradeshows or conferences within Orange County and in- or out-of-state locations;Sitting at a desk for sometimes long and continuous periods of time;Answering or making calls on the telephone or Zoom for sometimes long and continuous periods of time;Using a keyboard to perform research, and to communicate through written means for sometimes long and continuous periods of time;Looking at a computer monitor for sometimes long and continuous periods of time;Occasionally standing, walking, reaching, and stooping;Lifting up to 45 lbs.
Client Service Representative Vicar Operating dba VCAClient Service RepresentativeAnaheim, CaliforniaAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heart worm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Client Service Representative Banfield Pet HospitalClient Service RepresentativeFoothills Ranch, CA$16.93–$21.63 / hourThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. A career at Banfield means you''ll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference in the lives of pets and the clients we serve through client education and effective communication.