Tax Partner - High Net Worth - Private Client Services RSMTax Partner - High Net Worth - Private Client ServicesLos Angeles, CAStrong experience with private client services (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers). Successful candidates will possess ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners.
Tax Director - Private Client Services BPMTax Director - Private Client ServicesSanta Monica, CA$180,000–$220,000 / yearWell-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections. Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM's values.
Tax Director - Private Client Services AndersenTax Director - Private Client ServicesCosta Mesa, California$220,000–$300,000 / yearThe Requirements: At least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience; Bachelor’s and/or Master’s degree – Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA); Demonstrated project management experience with strong organization skills and multi-tasking abilities. The Role: As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Tax Manager - Private Client Services (Pcs) Ascend Partner Services LLCTax Manager - Private Client Services (Pcs)Encino, CA$135,000–$200,000 / yearAscend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential. As a Tax Manager- Private Client Services at Lucas Horsfall, you will lead fiduciary accounting for our complex private clients multigenerational family engagements with multiple partnerships and extensive trust structures, including numerous sub-trusts.
Senior Premier Client Services Associate East West BankSenior Premier Client Services AssociatePasadena, California$20–$27 / hourFull timeDaily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.
Premier Client Services Associate East West BankPremier Client Services AssociatePasadena, California$20–$27 / hourFull timeDaily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.
NewClient Services Manager WorkwayClient Services ManagerWhittier, CA$70,304–$80,080 / hourCurrently, we have a Client Services Manager opportunity with a community bank providing relationship-driven banking solutions to individuals, professionals, and small-to-medium-sized businesses throughout Southern California. The bank is known for combining the personalized service of a community bank with modern banking technology and local decision-making.
Tax Director - Private Client Services EisnerAmperTax Director - Private Client ServicesLos Angeles, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesLos Angeles, 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 Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesLos Angeles, 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.
Client Services Account Administrator | $31.50 hourly | Urgently Hiring! | 839719 HelpmatesClient Services Account Administrator | $31.50 hourly | Urgently Hiring! | 839719Santa Ana, CAAs a Client Services Account Administrator, you will be responsible for: Overseeing daily administration of over 100 MBS trusts, including RMBS, CMBS, and ABS. Join a leading organization as a Client Services Account Administrator in Santa Ana, CA, and contribute to smooth client operations every day.
NewClient Services Account Administrator | $31.50 hourly | Urgently Hiring! | 840460 HelpmatesClient Services Account Administrator | $31.50 hourly | Urgently Hiring! | 840460Santa Ana, CAAs a Client Services Account Administrator, you will be responsible for: Overseeing daily administration of over 100 MBS trusts, including RMBS, CMBS, and ABS. Join a leading organization as a Client Services Account Administrator in Santa Ana, CA, and contribute to smooth client operations every day.
Client Services Associate Pacific Horizons Collective CorporationClient Services AssociateCulver City, CaliforniaThis role is ideal for a detail-oriented and customer-focused professional who enjoys supporting clients, maintaining organized records, and assisting internal teams with daily operational needs. The Client Services Associate plays a key role in ensuring a positive and efficient client experience.
Tax Partner - Private Client Services (Pcs) EisnerAmperTax Partner - Private Client Services (Pcs)Los Angeles, CA$325,000–$425,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses and their owners.
Treasury Management Client Services Associate II Axos BankTreasury Management Client Services Associate IILos Angeles, CaliforniaProvide client training and support for Treasury Management services post-onboarding, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox, and Commercial Cards under the direction of senior staff. Eligible for an Annual Discretionary Cash Bonus Target: 10%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
Senior Associate – Private Client Services AndersenSenior Associate – Private Client ServicesLos Angeles, California$98,900–$124,400 / yearSenior Associates can expect to: Review and prepare complex tax returns; Engage in the tax planning and consulting process; Collaborate with engagement team to identify and research complex client issues and recommend solutions; Provide regular updates to clients; Assist in project management of compliance and consulting engagements; Supervise, train and mentor Associates and Interns; and. The Role: Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Trusts and Estates.
Tax Manager - Private Client Services EisnerAmperTax Manager - Private Client ServicesCalabasas, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
VP, Client Services IQBackOfficeVP, Client ServicesEl Segundo, CaliforniaWork with IQ leadership across departments to create and drive overall Client Strategy: Sales Supports the sales team in efforts to increase sales through expanding the customer base with participating in process assessments, due diligence discussions/meetings, client presentations etc. Oversee global financial performance of client programs; drive profitability improvements by working with operations, production support and IT teams or with client to increase efficiency or automate key processes.
Office and Client Services Assistant Covington & Burling LLPOffice and Client Services AssistantLos Angeles, CA$50,000–$62,000 / yearStatus Non-exempt Reports To Client Services & Facilities Manager Workplace Type Onsite Salary Range of 50000 - 62000 Dependent on experience and location Candidates hired for Business Professional positions with a minimum work schedule of 30 hours per week are eligible for a comprehensive benefits package including healthcare insurance. Office & Client Services Assistant Operations Department Summary Supports daily office operations while delivering professional high-quality service to clients and staff.
Tax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesLos Angeles, CA$146,000–$200,000 / yearThe 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. Significant 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.