NewREMOTE - Senior Tax Manager - Private Client Services JobotREMOTE - Senior Tax Manager - Private Client ServicesIrvine, CARemote$140,000–$170,000 / yearWe serve over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance. We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology.
PARS Client Service Coordinator Public Agency Retirement ServicesPARS Client Service CoordinatorNewport Beach, CAFull timeBenefits: Vacation, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Profit-Sharing Plan, FSA, HSA, Dependent FSA, Supplemental Insurance plans (Short term disability, long term disability, voluntary life insurance, hospital indemnity, accident, and cancer, Group term life insurance), and Paid Sick Leave (Minimum of 40 hours per year). 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;
NewAssociate Director of Digital Banking & Treasury Services JobotAssociate Director of Digital Banking & Treasury ServicesSeal Beach, CA$160,000–$220,000 / yearThe Associate Director of Digital Banking & Treasury Services partners closely with the Director of Digital Banking to provide enterprise leadership across the Bank’s digital channels, treasury services, payments, and card functions during a period of significant transformation and growth. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewAudit Senior Manager (Government Services) JobotAudit Senior Manager (Government Services)Irvine, CA$170,000–$215,000 / yearApproximately 7 to 10 years of experience in public accounting and a minimum of 2 years in a manager position, with significant experience in the public sector, including auditing state and local governments (i.e., cities, counties, special districts, charter schools, etc.). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewAssociate Attorney -- Student Services and Disabilities (2-5 years) JobotAssociate Attorney -- Student Services and Disabilities (2-5 years)Cerritos, CA$150,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewSenior Manager, Employment Tax Services (NYM) KPMGSenior Manager, Employment Tax Services (NYM)Irvine, CA$123,975–$283,245 / yearLicensed CPA, JD/LLM, Enrolled Agent or CPP, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Qualifications: Minimum six years of recent experience performing tax research and providing technical advice on multi-state tax issues; minimum eight years of recent experience in payroll and unemployment tax.
Tax Managing Director, Transaction Advisory Services bdo consultingTax Managing Director, Transaction Advisory ServicesCosta Mesa, CA$250,000–$350,000 / yearThe Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects). 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.
NewService Coordinator - Roofing JobotService Coordinator - RoofingFountain Valley, CA$25–$30 / hourThe Service Coordinator plays a critical role in keeping service operations running efficiently by coordinating work orders, supporting invoicing and scheduling, communicating with clients, and assisting field leadership with administrative and operational functions. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewAccounting & Advisory Manager JobotAccounting & Advisory ManagerLong Beach, CA$110,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Join our growing advisory team as a Manager, playing a key leadership role in delivering high-quality accounting support and strategic financial insights to clients.
NewTax Senior Manager JobotTax Senior ManagerSan Clemente, CA$120,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Providing tax planning services for high net worth individuals and corporations, identifying potential tax credits and liabilities, and ensuring accurate and timely filing of tax returns.
NewClient Engagement Specialist (Estate Planning & Probate) Shoup Legal. A Professional Law CoClient Engagement Specialist (Estate Planning & Probate)Corona, CA$65,000–$150,000 / yearWe are a fast-growing estate planning, probate, and trust administration law firm dedicated to helping families protect their loved ones, preserve their assets, and gain peace of mind. We are seeking a Client Engagement Advisor to meet with prospective clients, understand their goals, educate them about available solutions, and help them confidently move forward with our firm.
NewService Coordinator San Gabriel/Pomona Regional CenterService CoordinatorPomona, CA$24.25–$39.14 / hourSan Gabriel/Pomona Regional Center (SG/PRC) is a private, nonprofit agency contracted with the California Department of Developmental Services (DDS) to provide services and supports to individuals with intellectual and developmental disabilities. This role offers the opportunity to make a meaningful difference working collaboratively with families and community resources to ensure the individuals we serve receive high-quality service support and thrive.
NewCustomer Service Rep. Arrow StaffingCustomer Service Rep.Chino, CA$20–$22 / hourOrder entry; phone calls; email; servicing accounts; speaking with clients about garage/commercial doors; in person communication with clients (preferred). Arrow Staffing has been connecting people to change lives since 1972.As a staffing leader, we partner with many of the areas best companies to help our associates realize their career goals.
NewTax Manager JobotTax ManagerLake Forest, CA$100,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Excellent communication skills – oral, written, and interpersonal with the ability to convey information in a clear and concise manner to upper level team members and clients.
NewCustomer Service Coordinator Astrophysics Inc.Customer Service CoordinatorCity Of Industry, CA$18.50–$20.50 / hourThe Customer Service Coordinator serves as the first point of contact for all incoming service inquiries, directing customer calls and emails to the appropriate technician. Follow all applicable Quality Management System documents (ISO9001:2000); work in compliance with the Quality Policy and to ensure that the Quality Objectives are met.
NewClient Engagement Specialist (Estate Planning & Probate) Hybrid/Remote Options Available Shoup Legal. A Professional Law CoClient Engagement Specialist (Estate Planning & Probate) Hybrid/Remote Options AvailableCorona, CARemote$65,000–$150,000 / yearWe are a fast-growing estate planning, probate, and trust administration law firm dedicated to helping families protect their loved ones, preserve their assets, and gain peace of mind. We are seeking a Client Engagement Advisor to meet with prospective clients, understand their goals, educate them about available solutions, and help them confidently move forward with our firm.
NewBilling Manager JobotBilling ManagerIrvine, CA$95,000–$125,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewSenior Tax Manager JobotSenior Tax ManagerSanta Monica, CA$200,000–$275,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We're seeking a Senior Tax Manager to lead and expand our flow‑through tax practice, working primarily with complex partnerships, LLCs, and S‑corporations.
NewPersonal Banker/Financial Services Representative (Torrance) California Credit UnionPersonal Banker/Financial Services Representative (Torrance)Redondo Beach, CA$22.88–$28.73 / hourPrincipal Accountabilities (95%): Member Experience: Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate financial products and services. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products and services to meet members’ needs and increase member satisfaction.
NewPersonal Banker/Financial Services Representative (Santa Ana) California Credit UnionPersonal Banker/Financial Services Representative (Santa Ana)King, CA$22.88–$28.73 / hourPrincipal Accountabilities (95%): Member Experience: Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate financial products and services. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products and services to meet members’ needs and increase member satisfaction.
NewOperations Manager Capstone Logistics LLCOperations ManagerOntario, CAThe ideal candidate is a proactive leader with strong analytical skills, experience in logistics or warehouse operations, and the ability to lead and develop frontline teams in a fast-paced environment. Our team fully embraces a high-performance culture, that inspires us to build strong relationships, challenge the status quo, work hard to deliver results, and pay it forward in our communities.
NewClinical Manager, Treatment Initiation ACESClinical Manager, Treatment InitiationWest Covina, CA$95,000–$105,000 / yearACES' distinguished care is grounded in an industry-leading model of behavioral artistry - which combines the best clinical practice of traditional Applied Behavioral Analysis (ABA) with humanistic elements that help our clients generalize their skills and gain independence. Working under the supervision of the Area Director, essential job responsibilities include, but are not limited to: Provides timely and accurate assessments to clients in the clinic, home, community, or on telehealth.
NewTax Manager Boos & Associates A Professional CorporationTax ManagerEast Long Beach, CA$112,000–$150,000 / yearExperience with tax research databases and tax compliance process software preferred Other Knowledge, Skills Abilities • Superior written and verbal communication skills • Ability to effectively delegate work as needed • Capable of developing and managing a team of tax professionals • Strong analytical, research and critical thinking skills as well as decision-making skills • Able to work well in a team environment • Ability to work in a deadline driven environment and successfully multi-task while working in coordination with other professionals while maintaining an attention to detail • Understand and maintain the confidentiality of all information • Ability to relate with diverse personalities in a tactful and mature manner • Ability to respond tactfully and professionally in high demand situations • Takes ownership of work and completes tasks in a timely manner • Ability to prioritize and meet both client and departmental demands • Ability to efficiently process data using strong technology skills • Ability to compose written tax advice • Capable of effectively developing and maintaining client relationships • Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients Compensation Information: Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. • Five (5) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience required • Industry expertise in one or more tax specialty preferred • Prior supervisory experience required License/Certifications: • CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations) required • Possession of other professional degrees or certifications applicable to role beneficial Software: Proficient in Microsoft Office Suite; specifically, Word, Excel, & PowerPoint.
NewSenior Private Banker BMO FinancialSenior Private BankerDowtown Carrier Annex, CA$122,400–$228,000 / yearApplication Deadline: 07/14/2026 Address: 10250 Constellation Blvd Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
Account Manager- Insurance Agent/Customer Service Representative Linn T. Hodge & SonsAccount Manager- Insurance Agent/Customer Service RepresentativeLos Angeles, CA$60,000–$80,000 / yearFull timeMost importantly, we are looking for someone who can grow with us and work as a critical team member in perpetuating our agency as we fully move into our 96th year in business. About the Position: A Personal Lines Account Manager (CSR) is responsible for servicing the insurance needs of our Personal Lines Clients.
Customer Service ACS Staffing, IncCustomer ServiceCompton, CAFull timeThis position includes coordinating delivery trucks, processing Bills of Lading (BOLs), printing shipping labels using Zebra printers, and communicating with delivery drivers. Our client is seeking a bilingual Customer Service Representative to support warehouse distribution operations in Compton.
Private Client Services Manager Banc of CaliforniaPrivate Client Services ManagerSanta Ana, CaliforniaPerforms daily operational and account servicing activities, including account maintenance, transaction review, reconciliation, exception processing, fraud monitoring, research requests, stop payments, debit card maintenance, mobile deposit administration, Remote Deposit Capture (RDC) support, and other routine and complex servicing functions. The position performs a broad range of operational and client service functions, including onboarding new deposit accounts and serving as a subject matter expert in treasury management products and services for consumer and business clients with varying levels of complexity.
Client Services - Manager (REMOTE- California) Sedgwick Claims Management Services, Inc.Client Services - Manager (REMOTE- California)CARemote$100,000–$130,000 / yearPRIMARY PURPOSE OF THE ROLE: Manage multiple client service programs or a large national program, maintain strong relationships with clients, brokers, and key vendors, and oversee program procedures and processes that drive customer satisfaction, consistency, and client retention. Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience.
10684 - Client Services Manager (Microsoft Intune, Windows Autopilot) Hyundai Autoever America10684 - Client Services Manager (Microsoft Intune, Windows Autopilot)Irvine, CaliforniaAdditional Key Roles & Responsibilities Lead the strategy, engineering, and operational delivery of Client Device and Endpoint Management services, including laptops, desktops, peripherals, mobile devices, and endpoint policies across a distributed enterprise environment. This role is responsible for delivering a secure, modern, and high-performing digital workplace experience across laptops, desktops, mobile devices, peripherals, AWS VDI, AV, and collaboration technologies, while also ensuring efficient and customer-focused support operations.
NewManager, Client Services Roku IncManager, Client ServicesSanta Monica, CASales Development Representative Santa Monica, California Manager, Client Services New York Senior Machine Learning Engineer, Voice Assistant Austin, Texas Senior Machine Learning Engineer, Voice Assistant San Jose, California Senior Machine Learning Engineer, Voice Assistant Boston, Massachusetts Account Executive New York Senior Software Engineer, AD Serving Embassy Golf Links Business Park, Domlur, Bengaluru, Karnataka Subscriptions & SSP Insights Manager, Premium Subscriptions New York. blocks--linked-image#click keydown.enter->blocks--linked-image#click" data-controller="" data-open-newtab="false" id="page_block_ddcbf6cd2b3fb01ca7c9279824ad0b15" style="background-image: linear-gradient(rgba(0, 0, 0, 0.0),rgba(0, 0, 0, 0.0)), url( https://d25wby5c7p9100.cloudfront.net/public/uploads/9dd4272d942760bfb0f16858b0a632e7/images/files/9fe8b0cc48a58cfb0c4d05137e277a7e/large/Purple_People.jpg?1632851332);background-position : 50% 50%" title="">.
Project Manager, Client Services (Customer Service, Order‑to‑Cash, Contract Lifecycle, Med. Device) DanaherProject Manager, Client Services (Customer Service, Order‑to‑Cash, Contract Lifecycle, Med. Device)Brea, CaliforniaApplying PMO best practices, Lean/DBS methodology, and strong change leadership, this role translates strategic priorities into executable project plans and sustained adoption, supporting initiatives across the full contract lifecycle—from customer proposals and contract booking to ordering channels, compliance, billing, revenue protection, and lifecycle management. The Project Manager, North America Client Services leads high‑impact, cross‑functional initiatives to improve operational performance, scalability, compliance, and customer experience across the Client Services value chain.
Senior Client Services Manager/Project Manager (Water Reuse) Brown and Caldwell IncSenior Client Services Manager/Project Manager (Water Reuse)Irvine, CA$144,000–$196,000 / yearThey will be a strategic account leader responsible for defining and advancing multi-year growth strategies for priority clients and shapes client vision, aligns enterprise resources, and drives sustained revenue growth across service lines and markets with a focus on water reuse. Moreover, this role requires consistent success in expanding long-term client relationships, leading high-performing Client Service Teams (CSTs), shaping growth strategies, winning complex pursuits, and delivering high-quality, profitable programs.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesCA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Tax Manager - Private Client Services AndersenTax Manager - Private Client ServicesCosta Mesa, California$132,000–$190,100 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (i.e. CPA or JD); Strong organizational and leadership skills to enhance project management and client service; Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated 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.
Manager - Private Client Services Andersen Tax LLCManager - Private Client ServicesCosta Mesa, CA$132,000–$190,100 / year4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor's and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (i.e. CPA or JD); Strong organizational and leadership skills to enhance project management and client service; Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; Proficient use of tax software and relevant technology. Strong ownership and commitment in our people and clients; Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc.
NewSenior Manager - Private Client Services AndersenSenior Manager - Private Client ServicesCosta Mesa, California$175,000–$210,000 / yearThe Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated 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. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Senior Manager - Private Client Services Andersen Tax LLCSenior Manager - Private Client ServicesCosta Mesa, CASenior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated 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. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Wholesale Lending Client Services Specialist - California Market Dart Financial CorpWholesale Lending Client Services Specialist - California MarketCADart Bank provides innovative financial services for both personal and business banking, consumer and mortgage loans, commercial loans and lines of credit, merchant credit card processing, investment services and more. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so that you can begin to resolve the issue before this employer can take any action against you, including terminating your employment.
Client Services Manager / Senior Manager Morgan McKinley Group LtdClient Services Manager / Senior ManagerOntario, CABecome fully immersed in your clients organisations, building strong relationships with hiring managers, HR partners and other key stakeholders to understand their recruitment needs and provide exceptional service in line with SLAs. As Client Service Manager, you are responsible for leading a team of recruiting professionals, taking ownership and accountability for operational excellence and delivering exceptional results for our client.
Operations Manager - Warehouse & Client Services Loom TalentOperations Manager - Warehouse & Client ServicesInglewood, California$90,000–$100,000Loom Talent is recruiting an Operations Manager - Warehouse & Client Services for a client specialising in the storage and distribution of luxury products, delivering a high-end "white glove" service where quality and customer care are essential. The Operations Manager - Warehouse & Client Services will oversee warehouse and field operations, ensuring safe, efficient, and accurate handling of inventory, deliveries, and installations.
Client Services Coordinator Cbre ValuationClient Services CoordinatorEl Segundo, CACBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue).
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 Director - Private Client Services Andersen Tax LLCTax Director - Private Client ServicesCosta Mesa, CA$220,000–$300,000 / yearAt 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. 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.
Patent Client Services Administrator Fenwick & West LLPPatent Client Services AdministratorCA$94,000–$141,250 / yearAssist with the drafting and e-filing of various legal documents in the U.S. Patent & Trademark Office (PTO) related to patent prosecution of applications including, but not limited to, office action amendments and responses, requests for continued examination, continuation and divisional applications, information disclosure statements, supplemental application data sheets, sequence listings, extensions of time, terminal disclaimers, various petitions, notices of appeal, appeal briefs, corrected drawings, assignment recordations, post-grant proceedings and other documents as required. The Patent Client Services Administrator will ensure quality service and will maintain a harmonious working relationship with lawyers, management, supervisors, co-workers, and clients by ensuring effective and efficient workflows and working ahead of all deadlines.
Client Services Coordinator (Medical Device) Ultimate Staffing ServicesClient Services Coordinator (Medical Device)Irvine, California$60,000–$62,000You will collaborate closely with cross-functional teams, including Sales, Accounting, Operations, and other internal departments, to ensure efficient processes and deliver exceptional customer support and operational results. Support all customer service and sales supporting activities; assist with the sales and clinical teams to ensure their requests are met while staying within company guidelines and policies.
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.
Sr. Client Services Supervisor Saddle Creek LogisticsSr. Client Services SupervisorOntario, CA$80,000–$90,000 / yearProactively identify process improvements that enhance Clients' experiences and streamline warehouse and call center operations; provide a positive response to problem resolution and ensure all relevant Saddle Creek departments are appropriately involved and kept up to date. Represent and act as a liaison to work in conjunction with Managers, Supervisors, and Client Services Members to plan, develop, and implement policies/procedures for each Client to ensure facility, client service, and broad warehousing practices are followed.
Team Lead, Warehousing Client Services Estes Forwarding WorldwideTeam Lead, Warehousing Client ServicesCarson, CA$25–$29 / hourA subsidiary of Estes Express lines with corporate located in Richmond, Virginia, EFW is uniquely backed by Estes Express Lines’ extensive line haul network providing EFW clients with a hybrid transportation network. Estes Forwarding Worldwide (EFW) is a leading domestic and international freight forwarder in the United States, providing customized logistics and warehousing solutions for clients around the world and across all industries via air, ground, and ocean freight.
Manager, Client Services Sony Pictures Entertainment IncManager, Client ServicesCulver City, CA$92,000–$97,000 / yearWorking closely with the Executive Director, facilitate the day-to-day activities and ensure that materials (video, audio, subtitles, closed caption files, etc.) are delivered by client's request and contractual obligation. This position will also oversee deal launches, on-going digital servicing including the management of various steps needed to prepare content such as video mastering, asset retrieval, localization, on-boarding, encoding, transcoding & delivery.
Commercial Client Services Representative Columbia Banking System IncCommercial Client Services RepresentativeIrvine, CA$20–$28 / hourProvide high level of client service for all products and services, to include fielding client requests, via phone, email and other communication channels; subject matter expert for Deposit and Treasury Management products. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.