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.
NewPrivate Client Services Attorney/Associate JobotPrivate Client Services Attorney/AssociateLos Angeles, CA$215,000–$290,000 / yearThe PCS practice offers an opportunity to gain expertise in and advise on complex domestic and international tax, wealth transfer, and succession structures for high net worth and ultra-high net worth individuals and families while developing personal, often multi-generational relationships with clients and their advisors. 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 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.
NewClient Intake (Billing) Specialist JobotClient Intake (Billing) SpecialistLos Angeles, CARemote$30–$35 / hourInformation 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.
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.
Meal Service Coordinator - Per Diem Jewish Family Service of Los AngelesMeal Service Coordinator - Per DiemLos Angeles, CA$20.98–$22Part timeOur highly trained staff and volunteers work closely with individuals and their loved ones to problem-solve and guide them on their paths to safety, security, wellness, and fulfillment. We strive for a diverse team in order to better serve our clients and ensure our excellence as an organization in identifying, designing and delivering solutions.
NewProgram Manager JobotProgram ManagerLos Angeles, CA$70,000–$78,000 / yearPosition Overview: We are in need of a variety of Program Managers for various programs in downtown Los Angeles ranging from project based housing and two separate street outreach programs, these Program Managers are to be registered with the Board of Behavioral Sciences and in good standing, and have had clinical experience. Key services include housing, mental health care, medical care, domestic violence services, substance abuse treatment, income assistance and life skills programs --- all aimed at improving the self-sufficiency of the individuals and families served.
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.
NewHybrid Tax Manager JobotHybrid Tax ManagerPasadena, CA$125,000–$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. 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.
NewTax Manager JobotTax ManagerSanta Clarita, 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.
NewArchitectural Project Manager JobotArchitectural Project ManagerLos Angeles, CA$75,000–$90,000 / 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. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.
NewSenior Tax Manager JobotSenior Tax ManagerGlendale, 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.
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.
Portfolio Manager I or II City National BankPortfolio Manager I or IILos Angeles, CARemote$41.83–$66.81 / hourPrimary responsibilities include: The Commercial Real Estate Credit [Products/Solutions] team provides underwriting and proactive portfolio management expertise to the Bank’s CRE clients, including private individuals and family offices, and institutional funds/investors/developers. Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
SVP, Relationship Manager Enterprise Bank and TrustSVP, Relationship ManagerCerritos, CA$206,340–$252,194 / yearDevelop and maintain comprehensive knowledge of all commercial products including loans, treasury management, trade service products and deposits to facilitate cross-selling and enhance the client experience. Also responsible for increasing the bank’s deposit base through various products, developing sound and profitable business relationships, credit assessment and exceeding customer needs and expectations while complying with regulatory requirements.
Division Credit Manager - Consumer, SBA, Business Banking, Card City National BankDivision Credit Manager - Consumer, SBA, Business Banking, CardLos Angeles, CARemote$195,995–$364,003 / yearThe Division Manager works with Credit Managers to coordinate and review reports submitted to various internal credit-related committees and prepare for and lead quarterly Portfolio Review meetings for each region or sub-verticals within their line of business to ensure that these sessions are efficient and meet Credit Risk's requirements. Industry Awareness: Stays informed about industry trends, market conditions, economic trends, regulatory changes, and competitor activities to proactively address potential impacts on the business line and portfolio.
Senior Private Banker BMO FinancialSenior Private BankerLos Angeles, 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.
NewCommercial Construction Project Manager - Advanced Manufacturing HITT ContractingCommercial Construction Project Manager - Advanced ManufacturingLos Angeles, CA$106,480–$145,200 / yearThe PM provides leadership and serves as the liaison between project team members to promote the interest of both the business and clients in all matters, as well as demonstrate the characteristics of a mid-level leader. Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.
NewCommercial Construction Project Manager HITT ContractingCommercial Construction Project ManagerLos Angeles, CA$106,480–$145,200 / yearThe PM provides leadership and serves as the liaison between project team members to promote the interest of both the business and clients in all matters, as well as demonstrate the characteristics of a mid-level leader. Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.
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.
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.
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.
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, CAFull timeAdditional 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.
Project Manager, Client Services (Customer Service, Order‑to‑Cash, Contract Lifecycle, Med. Device) Danaher CorpProject Manager, Client Services (Customer Service, Order‑to‑Cash, Contract Lifecycle, Med. Device)Brea, CA$105,000–$125,000 / yearApplying 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.
NewAssociate Manager, Client Services Kargo Global IncAssociate Manager, Client ServicesLos Angeles, CA$68,000–$70,500 / yearInternal teams unblocked and informed - Demand-side needs, revenue blockers, and client feedback are being routed to the right internal teams quickly and clearly, keeping campaigns on track without unnecessary escalation. Campaigns executing on time and on spec across the portfolio - Assigned accounts move through the full campaign lifecycle - kickoff through delivery - without chronic delays, missing assets, or escalations caused by execution gaps.
Manager, Client Services Kargo Global IncManager, Client ServicesLos Angeles, CA$74,000–$80,000 / yearInternal teams unblocked and informed - Demand-side needs, revenue blockers, and client feedback are being routed to the right internal teams quickly and clearly, keeping campaigns on track without unnecessary escalation. Campaigns executing on time and on spec across the portfolio - Assigned accounts move through the full campaign lifecycle - kickoff through delivery - without chronic delays, missing assets, or escalations caused by execution gaps.
Senior Client Services Manager GBTSSenior Client Services ManagerLos Angeles, CaliforniaProven success as a customer service manager; strong guest-focused mentality and proven ability to inspire office services, receptionist, facility and hospitality teams to deliver consistently high-quality guest service while operating independently. Business Innovation, Coaching, Communication, Consumer Services, Customer Relationship Management (CRM), Customer Satisfaction, Customer Service, General Operations Management, Proactive Management, Problem Solving, Professional Collaboration, Professional Development Training.
Client Services Manager, Olympics & Paralympics AXS Group LLCClient Services Manager, Olympics & ParalympicsLos Angeles, CA$80,000–$105,000 / yearWe are committed to innovation, artistry, and community, and leverage the power of our 300+ venues, leading sports franchises, marquee music brands, integrated entertainment districts, premier ticketing platform and global sponsorship activations, to create memorable moments that give the world reason to cheer. Operating at the intersection of relationship management, technical expertise, and live event execution, this role works closely with our LA28 client and ticketing venue partners to provide support for all AXS products and services and deliver seamless fan experiences.
Senior Client Services Manager/Project Manager (Water Reuse) Brown and Caldwell IncSenior Client Services Manager/Project Manager (Water Reuse)Los Angeles, 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.
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.
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.
Senior Premier Client Services Associate East West Bancorp IncSenior Premier Client Services AssociatePasadena, CA$20–$27 / hourDaily 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.
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.
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.
Sr. Client Services Specialist CalPrivate BankSr. Client Services SpecialistBeverly Hills, CAThe Senior Client Service Specialist delivers highly skilled, advanced-level support to clients and internal partners, managing complex transactions, specialized account maintenance, and escalated service needs with precision and professionalism. Their contributions play a critical role in supporting the retention and expansion of client relationships, reinforcing the Bank's commitment to white-glove service and directly influencing the long-term strength and reputation of the organization.
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 Supervisor - Theaters and Residencies AEG WorldwideClient Services Supervisor - Theaters and ResidenciesLos Angeles, CAWe are committed to innovation, artistry, and community, and leverage the power of our 300+ venues, leading sports franchises, marquee music brands, integrated entertainment districts, premier ticketing platform and global sponsorship activations, to create memorable moments that give the world reason to cheer. Since our founding in 2011, we've consistently pushed the industry forward and improved experiences for fans, making it easier than ever to discover events, find the perfect seats, and enjoy unforgettable live entertainment, and we continue to lead the evolution of our industry today.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - 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. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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 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 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.
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.
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.
Global Operations - Travel Manager, Client Services & Program Support Creative Artists Agency LLCGlobal Operations - Travel Manager, Client Services & Program SupportLos Angeles, CA$111,000–$137,000 / yearNamed Most Valuable Sports Agency by Forbes for eight consecutive years, CAA represents more than 2,000 of the world's top athletes in football, baseball, basketball, hockey, soccer, in addition to coaches, on-air broadcasters, and sports personalities and works in the areas of broadcast rights, corporate marketing initiatives, social impact, and sports properties for sales and sponsorship opportunities. The Travel Manager, Client Services & Program Support serves as a senior travel subject matter expert responsible for delivering elevated support across complex, high-touch travel scenarios while helping optimize travel operations, traveler experience, and meetings/event-related travel coordination.