NewREMOTE - 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;
Associate 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.
Audit 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.
Associate Attorney -- Student Services and Disabilities (2-5 years) JobotAssociate Attorney -- Student Services and Disabilities (2-5 years)Cerritos, CA$150,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
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.
Senior 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.
NewTax Senior Manager JobotTax Senior ManagerSan Clemente, CA$120,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Providing tax planning services for high net worth individuals and corporations, identifying potential tax credits and liabilities, and ensuring accurate and timely filing of tax returns.
Service 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.
Client Engagement Specialist (Estate Planning & Probate) Hybrid/Remote Options Available Shoup Legal. A Professional Law CoClient Engagement Specialist (Estate Planning & Probate) Hybrid/Remote Options AvailableCorona, CARemote$65,000–$150,000 / yearWe are a fast-growing estate planning, probate, and trust administration law firm dedicated to helping families protect their loved ones, preserve their assets, and gain peace of mind. We are seeking a Client Engagement Advisor to meet with prospective clients, understand their goals, educate them about available solutions, and help them confidently move forward with our firm.
Tax 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.
Senior Tax Manager JobotSenior Tax ManagerAnaheim, 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.
NewProject Manager JobotProject ManagerOrange, CA$100,000–$160,000 / 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. The organization specializes in installation, inspection, maintenance, and service of integrated safety and communications systems with a strong focus on quality, safety, and long-term customer partnerships.
Billing 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.
Operations Manager Capstone Logistics LLCOperations ManagerOntario, CAThe ideal candidate is a proactive leader with strong analytical skills, experience in logistics or warehouse operations, and the ability to lead and develop frontline teams in a fast-paced environment. Our team fully embraces a high-performance culture, that inspires us to build strong relationships, challenge the status quo, work hard to deliver results, and pay it forward in our communities.
NewLead 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.
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.
NewOcean Import Customer Service ACS Staffing, IncOcean Import Customer ServiceCity of Industry, CA$4,500–$4,800 / monthFull timeThe ideal candidate will have experience in Ocean Imports, Freight Forwarding (NVOCC), and import documentation while providing exceptional customer service to global clients. We are seeking an experienced Ocean Import Customer Service Representative (CSR) for a well-established logistics company in City of Industry, CA.
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.
NewPrivate Client Services Manager - Wealth & Tax Leadership AndersenPrivate Client Services Manager - Wealth & Tax LeadershipCosta Mesa, CAThe ideal candidate should have over 4 years of experience, including 3 in Private Client services, and hold relevant qualifications such as a CPA or advanced degree in Accounting or Finance. The role involves managing client communications, conducting tax return reviews, and mentoring junior staff.
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.
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.
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.
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.
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.
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.
NewManager, 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.
Operations Manager - Warehouse & Client Services Loom TalentOperations Manager - Warehouse & Client ServicesInglewood, California$90,000–$100,000Loom Talent is recruiting an Operations Manager - Warehouse & Client Services for a client specialising in the storage and distribution of luxury products, delivering a high-end "white glove" service where quality and customer care are essential. The Operations Manager - Warehouse & Client Services will oversee warehouse and field operations, ensuring safe, efficient, and accurate handling of inventory, deliveries, and installations.
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.
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).
Manager, Client Services Sony Pictures Entertainment IncManager, Client ServicesCulver City, CA$92,000–$97,000 / yearWorking closely with the Executive Director, facilitate the day-to-day activities and ensure that materials (video, audio, subtitles, closed caption files, etc.) are delivered by client's request and contractual obligation. This position will also oversee deal launches, on-going digital servicing including the management of various steps needed to prepare content such as video mastering, asset retrieval, localization, on-boarding, encoding, transcoding & delivery.
Client Services Manager / Senior Manager Morgan McKinley Group LtdClient Services Manager / Senior ManagerOntario, CABecome fully immersed in your clients organisations, building strong relationships with hiring managers, HR partners and other key stakeholders to understand their recruitment needs and provide exceptional service in line with SLAs. As Client Service Manager, you are responsible for leading a team of recruiting professionals, taking ownership and accountability for operational excellence and delivering exceptional results for our client.
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.
Sr. Client Services Supervisor Saddle Creek LogisticsSr. Client Services SupervisorOntario, CA$80,000–$90,000 / yearProactively identify process improvements that enhance Clients' experiences and streamline warehouse and call center operations; provide a positive response to problem resolution and ensure all relevant Saddle Creek departments are appropriately involved and kept up to date. Represent and act as a liaison to work in conjunction with Managers, Supervisors, and Client Services Members to plan, develop, and implement policies/procedures for each Client to ensure facility, client service, and broad warehousing practices are followed.
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.
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.
Client Services Coordinator FirstService CorpClient Services CoordinatorIrvine, CA$26–$28 / hourMust work effectively with co-workers, customers and others by sharing ideas in a constructive and positive manner; listening to and objectively considering ideas and suggestions from others; keeping commitments; keeping others informed of work progress, timetables and issues; addressing problems and issues constructively to find mutually acceptable and practical business solutions; addressing others by name, title or other respectful identifier, and; respecting the diversity of our workforce in actions, words and deeds. May participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems and maintain specified level of knowledge pertaining to new developments, requirements, policies, and regulatory guidelines.
Team Lead, Warehousing Client Services Estes Forwarding WorldwideTeam Lead, Warehousing Client ServicesCarson, CA$25–$29 / hourA subsidiary of Estes Express lines with corporate located in Richmond, Virginia, EFW is uniquely backed by Estes Express Lines’ extensive line haul network providing EFW clients with a hybrid transportation network. Estes Forwarding Worldwide (EFW) is a leading domestic and international freight forwarder in the United States, providing customized logistics and warehousing solutions for clients around the world and across all industries via air, ground, and ocean freight.
Client Services Coordinator Senior HelpersClient Services CoordinatorMonterey Park, CaliforniaOur Client Service Coordinator will manage and develop all client services for Senior Helpers of Monterey Park within the franchise territory including converting leads, retention of clients, and managing the growth of hours from current clients. If you are an individual who enjoys helping others decided on the best way to care for their family members by actively listening to their concerns, reviewing care plans, and visiting client’s homes to ensure quality of care, our Client Service Coordinator position would be the career for you!
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.
Senior Manager- Client Accounting Services Family Office Baker Tilly Virchow KrauseLLPSenior Manager- Client Accounting Services Family OfficeEl Segundo, CA$135,000–$195,350 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
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 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.
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.
Client Service Leader - Water Services CDM Smith IncClient Service Leader - Water ServicesCACDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development for water and wastewater municipal infrastructure for multiple private, municipal and state agency clients in the Northern California market! We have worked on some complex projects for major clients throughout this region and are looking for a candidate who will help continue this tradition through both the management of existing client portfolios and the development of strategies to grow business with new clients.