REMOTE - Senior Tax Manager - Private Client Services JobotREMOTE - Senior Tax Manager - Private Client ServicesOrange, 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;
Client Support Services Counselor Childnet Youth and Family Services, Inc.Client Support Services CounselorRiverside, CA$23–$24 / hourFull timeQualifications:Bachelor’s degree in a social science-related field (e.g., Social Work or Social Welfare, Marriage & Family Therapy, Child Psychology, Child Development, Counseling Psychology or Social Psychology, etc.) AND have at least six months of experience working with emotionally disturbed children in institutional or out-of-home care settings; ORAssociate’s degree in a social science-related field AND at least one year of experience working with emotionally disturbed children in institutional or residential settings. ChildNet Youth and Family Services is currently recruiting for a Client Support Services Counselor (CSSC) for our Inland Empire (IE) Behavioral Health Services program located in Palm Desert, CA.*Hiring for both our Riverside and Palm Desert Locations*IE Behavioral Health Services provides various support services to children, their families and community-based clients.
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)Riverside, 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.
Accounting & 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.
Managing Director, Risk Advisory Services bdo consultingManaging Director, Risk Advisory ServicesCosta Mesa, CA$220,000–$250,000 / yearThe Managing Director, Risk Advisory Services will work under the direction of a Partner and is responsible for managing and delivering high value solutions to multiple clients in the areas of Internal Auditing and internal control, including business risk assessment and Enterprise Risk Management, business process improvement, Sarbanes-Oxley compliance, information technology audit & control, financial and operational audit, business conduct and fraud/forensic investigations. Ten (10) years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or In Information Technology Subject Matter Expert, required.
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 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.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesCosta Mesa, CA$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Tax Managing Director, Core Tax Services - Real Estate Focus bdo consultingTax Managing Director, Core Tax Services - Real Estate FocusCosta Mesa, CA$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
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.
Customer Service Representative Vaco LLCCustomer Service RepresentativeFoothill Ranch, CA$24–$28 / hourDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewGeneral Manager - Commercial Roofing JobotGeneral Manager - Commercial RoofingFountain Valley, 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. Join a leading commercial roofing contractor with a strong reputation for delivering high-quality roofing, waterproofing, and building envelope solutions throughout the Western United States.
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.
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.
Project Manager Civil Engineer - Land/Site Development JobotProject Manager Civil Engineer - Land/Site DevelopmentRiverside, CA$125,000–$170,000 / yearAbility to manage multi-discipline engineering projects, clients and staff; set fees and negotiate contracts including: prepare and deliver presentations; write proposals; respond to RFPs and RFQs, and project invoicing. 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.
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.
Child Psychiatrist Childnet Youth and Family Services, Inc.Child PsychiatristLong Beach, CA$210–$230 / hourContractorChildNet Youth and Family Services, Inc. is currently seeking a contract Child/Adolescent Psychiatrist, 16 -30 hours/week (a combination of onsite/in-person and virtual), to provide psychiatric evaluations and medication support and management to children and adolescent clients within our Behavioral Health Services Program located in Long Beach, CA.The Psychiatrist promotes a strengths-based approach to treatment that empowers families, supports a community-based philosophy of service, and ensures that all clinical services are aligned with the agency’s mission and values. Complete and submit clinical documentation within a 24-hour time frame utilizing the agency’s electronic health record system (Exym).Demonstrate medical/clinical leadership skills, a complete working knowledge of psychopharmacology, and experience in mental health service delivery to a broad-based individual and multi-cultural, diverse, patient population.
Lead Veterinarian All Creatures Care CottageLead VeterinarianCosta Mesa, CA$160,000–$210,000You will be responsible for mentoring and developing your associate veterinarians, partnering with your Practice Manager to build a healthy and engaged team, and driving the continuous improvement of patient care and client service. Lead and Mentor Your DVM Team: You will manage all associate veterinarians, conducting regular performance discussions, coaching them on individual development goals (including production and PCT), and fostering a culture of teamwork and retention.
NewMarket Activation Senior Manager bdo consultingMarket Activation Senior ManagerCosta Mesa, CA$120,000–$140,000 / yearIndustry Market Liaison: Acts as an industry point of contact in the geos by visibly and proactively connecting market-facing professionals with industry-specific sales and marketing materials, relevant thought leadership and insights, and national industry presentations, call updates and other materials to support growth activities and buyer conversations. Events Support: Works with the Event Marketing Center of Excellence to identify and evaluate sponsorships, events, professional organizations, speaking opportunities, and other opportunities for improving market prominence of BDO and specific industry-focused cross-functional teams.
NewTax Senior Manager, State and Local Tax bdo consultingTax Senior Manager, State and Local TaxCosta Mesa, CA$99,750–$262,500 / yearIn this role, the Tax Senior Manager, State and Local Taxation will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. A Tax Senior Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations.
Assurance Director bdo consultingAssurance DirectorCosta Mesa, CA$180,000–$265,000 / yearBusiness Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
Registered Nurse - RN Case Manager Professional Case ManagementRegistered Nurse - RN Case ManagerVista, WADuring the visits, the RN-Case Managers do physical assessments including vitals, ensure home safety with medical equipment and supplies, fill weekly medication planners and oversee skilled and non-skilled caregivers providing care in the client's home. Please contact Rick Carey at (866) 776-0127 x350 or at rick.carey@procasemanagement.com today to learn more about our opportunities where you can make a difference in your own career!
RN Case Manager - Paid Drive Time Professional Case ManagementRN Case Manager - Paid Drive TimeVista, WADuring the visits, the RN-Case Managers do physical assessments including vitals, ensure home safety with medical equipment and supplies, fill weekly medication planners and oversee skilled and non-skilled caregivers providing care in the client's home. Please contact Rick Carey at (866) 776-0127 x350 or at rick.carey@procasemanagement.com today to learn more about our opportunities where you can make a difference in your own career!
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.
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) 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.
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.
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.
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 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.
Senior 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.
Manager, Client Services Optima Tax Relief LLCManager, Client ServicesSanta Ana, CAMust balance operational discipline with a strong focus on coaching and development-ensuring teams not only meet targets but deliver consistent, high-quality interactions that build trust and long-term member relationships. The essential functions include, but are not limited to the following: Monitor and manage core performance metrics including productivity, call handling efficiency, service levels, and quality scores.
NewAssociate Account Manager Client Services UnitedHealth Group IncAssociate Account Manager Client ServicesCosta Mesa, CA$29–$52 / hourThe fraudulent LinkedIn messages and emails, which do not originate from any Executives LinkedIn account or of UnitedHealth Group's email domains, or those of any of its operating divisions, supposedly conducts an interview via a Zoom meeting, offers a work from home job at Optum, emails an application, sends a fake check by next day delivery through USPS and asks recipients to pay a vendor a large dollar amount. Account management jobs focused primarily on relationship and service management belong in this family; jobs with significant sales responsibilities or sales-related incentives (including "OTH" plans) belong in a sales band.
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.
NewTeam Lead, Warehousing Client Services Estes Forwarding WorldwideTeam Lead, Warehousing Client ServicesLong Beach, 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.
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 SupervisorBuena Park, 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.
Sr. Client Services Supervisor Saddle CreekSr. Client Services SupervisorBuena Park, CaliforniaProactively 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.
AVP, Claims Client Services CNA Financial CorpAVP, Claims Client ServicesBrea, CA$152,000–$242,000 / yearLeads or participates in claim/ broker meetings, national meetings (i.e. RIMS), mid-term account reviews, stewardship meetings, renewals and new business offerings by collaborating and partnering with Client Service team, Marketing, Sales and Distribution, Underwriters, Brokers/Agents to understand customer needs, and package claim capabilities, customer-specific trends and industry data, into a compelling story and/or proposition for existing and prospective customers. Acts as a key point of contact both internally and externally at senior levels for National Brokers, Agencies and CNA Branch Vice Presidents by representing CNA Claims, communicating claim strategies, and initiatives, promoting product and service capabilities, establishing proactive touchpoints, ensuring timely responses and problem resolution and gathering and sharing feedback throughout the organization.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesCosta Mesa, 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 Client Services Administrator The Bahnsen Group LLCTax Client Services AdministratorNewport Beach, CAFull timeThe Bahnsen Group has offices in twelve locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX, Silicon Valley, CA and Pittsburgh, PA) and 95 employees. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
NewSenior Client Services Consultant II MetLife IncSenior Client Services Consultant IIIrvine, CA$100,000–$120,000 / yearRecognizednon Fortune magazine''s list of the "World''s Most Admired Companies",nFortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companiesnto Work For, MetLife, through its subsidiaries and affiliates, is one of thenworld's leading financial services companies; providing insurance, annuities,nemployee benefits and asset management to individual and institutionalncustomers. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
Client Services Administrator Document Custody| $29.63 hourly | Urgently Hiring! | 835585 HelpmatesClient Services Administrator Document Custody| $29.63 hourly | Urgently Hiring! | 835585Santa Ana, CAOverview: The Document Custody department is primarily responsible for reviewing original mortgage loan documents, reporting on/certifying to the documents, safekeeping the documents and shipping the documents to a requested party. Key Responsibilities: The candidate will be the client point of contact for Document Custody transactions and responsible for the administration and client service of warehouse line and whole loan sale transactions as well as Agency certifications.