Audit Manager - Insurance and Banking Weaver And Tidwell LLPAudit Manager - Insurance and BankingLos Angeles, CA$120,000–$160,000 / yearYou will be responsible for managing the day-to-day execution of complex financial services audits, mentoring and developing Associates, Senior Associates, and Supervisors, and collaborating closely with Partners on client service, project management, and business development. Working knowledge of U.S. GAAP and Statutory Accounting Principles (SAP) as they apply to property & casualty and/or life insurance companies, including familiarity with statutory financial reporting, the Model Audit Rule, and state insurance department regulatory requirements.
Senior Consultant - Equity Services Aon PlcSenior Consultant - Equity ServicesIrvine, CA$120,000–$160,000 / yearAon is Looking for a Senior Consultant, Equity Services - San Francisco Bay Area, Texas, Chicago, Irvine, NY Metro/CT, Washington DC, Philadelphia - Hybrid Aon Equity Services is the country's leading full-service provider of consulting services related to equity-based compensation - providing plan design, valuation, tax & financial accounting, performance monitoring & tracking, employee education and communication, corporate governance, and investor outreach services to hundreds of publicly traded companies each year. Skills and experience that will lead to success Bachelor's degree required; advanced degree or credentialed (e.g., CPA, CFA, JD, MBA, and/or CEP) preferred but not required Typically 5-8+ years of relevant professional experience (e.g., consulting, corporate audit or finance, executive compensation, equity valuation) Strong communication skills and comfort working with senior team members and cross-functional colleagues Demonstrated ability to refine and apply knowledge of compensation design and implementation practices to deliver high quality and effective client solutions.
Commercial Lines Account Manager Alera GroupCommercial Lines Account ManagerPlacentia, CaliforniaThis role will focus on commercial risk management with mid-market accounts and collaborate with Producers and Account Managers to provide exceptional client service. Provide technical support to Producers by reviewing quotations and proposals, identifying client exposures, and recommending appropriate coverage solutions.
NewGuest Service Representative Legends GlobalGuest Service RepresentativeLong Beach, CaliforniaOur network of 450 venues worldwide, hosting 20,000 events and entertaining 165 million guests each year, is powered by our depth of expertise and level of execution across every component including feasibility & consulting, owner’s representation, sales, partnerships, hospitality, merchandise, venue management, and content & booking of world-class live events and venues. This position serves as a front-line ambassador for the venue by delivering outstanding hospitality, providing event information, supporting ticketing operations, assisting guests throughout the facility, and ensuring a safe, welcoming, and memorable environment.
PWM Service Associate Morgan StanleyPWM Service AssociateLos Angeles, CA$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features.
Commercial Kitchen Equipment (CKE) Regional Service Manager CMS NexttechCommercial Kitchen Equipment (CKE) Regional Service ManagerHuntington Beach, CAIf you are ready to lead a growing Commercial Kitchen Equipment division, drive operational excellence, and make a measurable impact across multiple territories, we are ready to meet you. Step into a leadership role where your expertise shapes performance, your voice influences strategy, and your leadership fuels Nextech’s continued growth.
Client Services Manager East West Bancorp IncClient Services ManagerPasadena, CAOur 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. Provide superior client service as related to deposit and business account services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
Premier Client Services Associate East West Bancorp IncPremier 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 Senior Manager - Private Client Services AndersenTax Senior 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 - Private Client Services AndersenManager - Private Client ServicesLos Angeles, California$138,300–$172,800 / 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); 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 ServicesLos Angeles, CA$138,300–$172,800 / 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); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. 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.
Tax Senior Manager - Private Client Services WeaverTax Senior Manager - Private Client ServicesPasadena, CA$141,000–$290,000 / yearCPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.
Tax Director - Private Client Services WeaverTax Director - Private Client ServicesPasadena, CA$200,000–$300,000 / year9+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts. A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.
Client Accounting and Advisory Services (CAAS) Senior Associate Green Hasson & Janks LLPClient Accounting and Advisory Services (CAAS) Senior AssociateLos Angeles, CA$81,500–$103,500 / yearOur firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
Senior Associate – Private Client Services AndersenSenior Associate – Private Client ServicesLos Angeles, California$98,900–$124,400 / yearSenior Associates can expect to: Review and prepare complex tax returns; Engage in the tax planning and consulting process; Collaborate with engagement team to identify and research complex client issues and recommend solutions; Provide regular updates to clients; Assist in project management of compliance and consulting engagements; Supervise, train and mentor Associates and Interns; and. The Role: Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Trusts and Estates.
FX Client Services Supervisor East West Bancorp IncFX Client Services SupervisorPasadena, CAOur 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. East West Bank is seeking an experienced FX Client Services Supervisor to oversee and support all post-trade foreign exchange activities.
Client Service Representative - OVERNIGHT VCA IncClient Service Representative - OVERNIGHTOntario, CA$18–$20 / hourAs a CSR, you must be a self-starter with a strong attention to detail, ability to work in fast-paced environment, be able to handle difficult cases and clients, and have outstanding communication skills. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).
Client Service Representative VCA IncClient Service RepresentativeLos Angeles, CAAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Client service rep VCA IncClient service repLos Angeles, CAAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Audit Senior Manager - Financial Services Weaver And Tidwell LLPAudit Senior Manager - Financial ServicesPasadena, CA$160,000–$200,000 / yearEngagements will primarily service a variety of clients within the Financial Services Industry (Alternative Investment Funds, Financial Institutions, Broker/Dealers, and others) along with periodically assisting on client engagements in other industries. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth.