NewManager, Client Relationship Support- North San Diego, CA Charles SchwabManager, Client Relationship Support- North San Diego, CASan Diego, CAWith direct exposure to both client interactions and operational leadership, \n you’ll build a well-rounded skill set that strengthens your ability to influence client outcomes, optimize. \n Ability to build and deepen trusted client relationships through proactive communication, \n responsiveness, and a focus on delivering consistent, high-quality experiences.
NewClient Relationship Specialist- La Mesa, CA Charles SchwabClient Relationship Specialist- La Mesa, CALa Mesa, CAn As a Client Relationship Specialist (CRS), you play a vital role in delivering a personalized, \n high-quality client experience while supporting the operational success of the branch. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
NewAdvisor Services Associate Simplicity GroupAdvisor Services AssociateSan Diego, CA$60,000–$75,000 / yearSimplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Company Description\n Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions.
NewAccount Manager Roylo PartnersAccount ManagerSan Diego, CAn Working across a diverse portfolio of clients, you’ll act as an important link between our clients, campaign teams, and customers, ensuring campaigns are delivered effectively while identifying opportunities to strengthen performance and relationships. \n We’re looking for an Account Manager to join our San Diego team and take an active role in managing client relationships, supporting campaign delivery, and helping our clients achieve their growth objectives.
NewProject Manager i2Vision, Inc.Project ManagerSan Diego, CAn The Project Manager serves as the operational hub of the project team, connecting Client Services, Medical Writing, Creative, Editorial, Meeting Services, Finance, and other internal and external stakeholders. Our work includes medical communications, advisory boards, speaker programs, symposia, congress activities, creative campaigns, digital initiatives, and other programs supporting healthcare professionals and patients.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesSan Diego, CA$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)San Diego, 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 Manager - Private Client Services AndersenTax Manager - Private Client ServicesSan Diego, 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 ServicesSan Diego, CA$132,000–$190,100 / year4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelors 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. 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 Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesSan Diego, CA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Tax Senior Manager - Private Client Services AndersenTax Senior Manager - Private Client ServicesSan Diego, 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 ServicesSan Diego, CA$175,000–$210,000 / yearSenior 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.
Tax Senior Associate Or Supervisor - Private Client Services WeaverTax Senior Associate Or Supervisor - Private Client ServicesSan Diego, CA$90,000–$143,000 / yearA Senior Associate or Supervisor on the Private Client Services team plans, prepares, and delivers client work to Managers, Senior Managers, and Partners independently and with limited supervision. They are a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesLa Jolla, 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.
Senior Manager - International Tax (Private Client Services) EisnerAmperSenior Manager - International Tax (Private Client Services)La Jolla, CA$150,000–$210,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesSan Diego, CA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Tax Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client ServicesLa Jolla, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Senior Manager Client Services San Diego Wellness CollaboratiSenior Manager Client ServicesSan DIego, CA$85,000–$100,000These teams manage the referral, authorization, and implementation of Enhanced Care Management (ECM) and Community Supports (CS) housing services for Medi-Cal members, in close coordination with managed care plans (MCPs), community referring parties, and subcontracted service partners. The Senior Manager Client Services serves as the operational right hand to the Director of Business Operations, providing high-touch leadership and day-to-day support to two specialized teams operating within California’s CalAIM framework.
Senior Associate, Client Services - Reporting & Analytics StepStone Group Inc.Senior Associate, Client Services - Reporting & AnalyticsLa Jolla, CA$105,000–$120,000 / yearServe as account manager, working closely with different functional teams and stakeholders to oversee all aspects of the client monitoring and reporting cycle, with a focus on the Firm's private equity and multi-asset client base. The Senior Associate of SPAR (StepStone Portfolio Analytics & Reporting) Client Service is responsible for providing portfolio analytics and reporting services for the Firm's private markets investment clients and related portfolios.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesSan Diego, 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.