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.
NewDevOps Solutions Architect – (Managed Services) JobotDevOps Solutions Architect – (Managed Services)San Diego, CA$170,000–$205,000 / 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. Our teams partner with top cloud and data platforms including Snowflake, AWS, Azure, Databricks, dbt, Kafka, Fivetran, and more to deliver scalable enterprise solutions for some of the world’s largest organizations.
Registered Nurse - RN Case Manager Professional Case ManagementRegistered Nurse - RN Case ManagerVista, WA$47During 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, WA$47During 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!
Commercial Roofing Project Manager - Service/Maintenance JobotCommercial Roofing Project Manager - Service/MaintenanceSan Diego, CA$100,000–$150,000 / yearJoin a Premier commercial Roofing repair & maintenance company in Southern California, they specialize in all commercial roofing systems/ specifically coatings & fluid applied systems - primarily focusing on service & Maintenance! 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.
NewAssistant Property Manager Vaco LLCAssistant Property ManagerSan Diego, CA$30–$32 / 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.
Construction Estimating Coordinator Pacific Coast Cleaning, Inc.Construction Estimating CoordinatorSan Diego, CA$22–$28 / hourOver the past decade, we’ve developed sparkling relationships with clients by enhancing the appearance, viability, longevity, and overall value of their properties – while always delivering on schedule. Join Pacific Coast Cleaning, Inc. as a Construction Estimating Coordinator, where you'll play a pivotal role in supporting the growth and success of our esteemed company.
Senior Tax Manager JobotSenior Tax ManagerLa Jolla, 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.
NewHOA / CID Portfolio Manager JobotHOA / CID Portfolio ManagerSan Diego, CA$75,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Financial Management: Collaborate with our robust in-house financial department to review monthly financial statements, assist boards with annual budget preparation, oversee reserve studies, and manage capital improvement projects.
Client Services Specialist/Senior Client Services Specialist Aldrich CPAs + Advisors LLPClient Services Specialist/Senior Client Services SpecialistCarlsbad, CA$36.05–$45.67 / hourAldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a collaborative, high-performing environment. We are committed to fostering an environment where employees are supported in their professional growth, encouraged to contribute to continuous improvement, and valued for the expertise, professionalism, and care they bring to their work.
Client Services Business Quality Assurance Analyst II - Medicaid Fee For Service MedImpactClient Services Business Quality Assurance Analyst II - Medicaid Fee For ServiceSan Diego, CaliforniaDemonstrated ability to work in a fast paced environment, learn quickly, appear for work on time, follow directions from a supervisor, interact well with co-workers, understand and follow work rules and procedures, comply with corporate policies, goals and objectives, accept constructive criticism, establish goals and objectives, and exhibit initiative and commitment. Must provide adequate support to internal clients; be available for regular interactions and coordination of work with other employees, colleagues, clients, or vendors; as well as be available to facilitate effective decisions through collaboration with stakeholders.
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 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.
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.
Senior Tax Manager - Private Client Services AndersenSenior Tax 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.
NewSenior Manager - Private Client Services AndersenSenior 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.
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.
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.
Supervisor, Client Services Hologic IncSupervisor, Client ServicesSan Diego, CARole Summary We are seeking a highly strategic and results-driven Senior Global Product Manager to lead the global product strategy, commercialization, and lifecycle management for Hologic's Molecular Instrumentation. As the organization's hub for oncology, BioTheranostics, referred to as Oncology Services, is committed to clinical excellence, innovation, and delivering high-value solutions for patients and healthcare providers.
Client Manager - Retirement Services Marsh McLennanClient Manager - Retirement ServicesSan Diego, CaliforniaAct as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: Under the direction of the Client Executive, this position is responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner. Guide and mentor Retirement Analyst throughout the process of gathering Client census and retirement plan information used to prepare materials for new business presentations, renewals and open enrollment meetings.
City/County Permit Coordinator & Client Services Arch/Engineering firm Kolibrien CorpCity/County Permit Coordinator & Client Services Arch/Engineering firmTEMECULA, CAThis role is essential in managing client communications, coordinating permit applications, and supporting internal teams to ensure smooth project execution. MUST HAVE Experience in County submittal packages for permitting and client coordination within the AEC (Architecture, Engineering, Construction) industry is required.
NewTax Manager, Private Client Services Lead & Mentor Team EisnerAmperTax Manager, Private Client Services Lead & Mentor TeamSan Diego, CAEisnerAmper LLP is seeking a Tax Manager in San Diego to oversee client engagements and manage tax compliance efforts. Responsibilities include reviewing tax returns, developing client relationships, and ensuring the accuracy of completed tasks.
Client Manager - Retirement Services Marsh & McLennan Companies IncClient Manager - Retirement ServicesSan Diego, CA$64,700–$120,400 / yearAct as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: Under the direction of the Client Executive, this position is responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner. Guide and mentor Retirement Analyst throughout the process of gathering Client census and retirement plan information used to prepare materials for new business presentations, renewals and open enrollment meetings.
Tax Experienced Staff - Private Client Services (51705) Citrin Cooperman & Company LLPTax Experienced Staff - Private Client Services (51705)San Diego, CAAs a Staff in PCS, you will be responsible for: Prepare individuals, trust returns (more complex and high net worth tax returns) and S-Corps and Partnerships. Participating in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.
Senior Client Services Associate California Wealth TransitionsSenior Client Services AssociateSan Diego, CA$75,000–$90,000This role will act as a senior point of contact for clients, oversee account operations, support advisors, and mentor junior team members. We are seeking an experienced Senior Client Service Associate to support our growing client base and deliver an exceptional service experience.
Sr. Professional, Client Account Services CoreLogic IncSr. Professional, Client Account ServicesSan Diego, CARelationship & Process Optimization: Deeply understand clients' internal operations to offer customized service enhancements, advocate for client best practices through Voice of the Customer (VOC) initiatives, and recommend new or expanded services to generate additional revenue. Cross-Functional Collaboration: Partner directly with Sales, Product, Loan Boarding, Customer Care, and Research teams to ensure swift resolution of processing issues, provide data for system conversions, and assist with billing adjustments or contract renewals.
Client Service Specialist (Accounting Services) Flores Financial Services IncClient Service Specialist (Accounting Services)Santee, CA$26.79–$36.25 / hourFull timeIn this role, you will guide clients through the implementation process, coordinate project milestones, provide training and support, and ensure a seamless transition into ongoing accounting and reconciliation services. We are seeking a detail-oriented, client-focused Client Service Specialist (Accounting Services) to serve as the bridge between our new clients and our Accounting Services team.
Client Services Representative Triumph Financial ServicesClient Services RepresentativeSan Diego, CaliforniaYou’ll be at the center of client interactions—reviewing funding submissions, verifying freight loads, resolving disputes, and keeping client accounts running smoothly. Every day, you’ll communicate with clients, team members, and management while helping maintain a positive, collaborative work environment that balances customer service and risk management.
Client Services Representative Patenaude & Felix, APCClient Services RepresentativeSan Diego, CAMonitor the Client Services inbox and ensure all client requests are acknowledged and responded to within 24 hours. Patenaude & Felix, APC is seeking a full-time Client Services Representative to join our growing litigation team.
NewSr. Professional, Client Account Services CotalitySr. Professional, Client Account ServicesSan Diego, CaliforniaRelationship & Process Optimization: Deeply understand clients' internal operations to offer customized service enhancements, advocate for client best practices through Voice of the Customer (VOC) initiatives, and recommend new or expanded services to generate additional revenue. Cross-Functional Collaboration: Partner directly with Sales, Product, Loan Boarding, Customer Care, and Research teams to ensure swift resolution of processing issues, provide data for system conversions, and assist with billing adjustments or contract renewals.
Senior Client Service Manager GallagherSenior Client Service ManagerSan Diego, CaliforniaFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Lead the renewal process and strategy for more complex accounts by overseeing compilation of client information, needs analysis, and helping deliver timely , tailored solutions.
Senior Client Services Specialist, Family Office Aldrich CPAs + Advisors LLPSenior Client Services Specialist, Family OfficeCarlsbad, CARemote$75,000–$105,000 / yearAs an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $7 billion in assets. The Senior Client Services Specialist, Family Office plays a critical role in supporting complex client structures, alternative investments, custodial service requests, client onboarding, reporting workflows, billing and ongoing account maintenance.
NewSenior Tax Advisor - Private Client Services EisnerAmperSenior Tax Advisor - Private Client ServicesSan Diego, CAThis opportunity offers a dynamic work environment and the chance to work with one of the largest accounting firms in the industry, known for its focus on innovation and excellence.#J-18808-Ljbffr. The ideal candidate has a Bachelor's Degree in Accounting, at least 2 years of tax compliance or consulting experience, and is familiar with GoSystems or CCH Axcess software.
Junior Analyst - Client Services StepStone Group IncJunior Analyst - Client ServicesLa Jolla, CAFor college graduates looking to gain exposure to the private markets industry while developing strong technical skills in data analytics and business intelligence, this role offers hands-on experience working with Python, Power BI, and data-driven reporting tools. Junior Analysts will build expertise in data collection, validation, and analytics, working closely with internal teams and external stakeholders (including General Partners) to support investment monitoring and reporting efforts.
Client Service Representative Helen Woodward Animal CenterClient Service RepresentativeRancho Santa Fe, CACome join our team as a Client Service Representative within the Adoptions Department at the renowned Helen Woodward Animal Center where people help animals and animals help people. As a Client Services Representative (CSR) in the Adoptions department, you will serve as a primary point of contact for adopters, visitors, and clients.
NewClient Services Officer AMERICAN BUSINESS BANKClient Services OfficerSan Diego, CA$28.84–$38.46 / hourResponsible for functions that include compliance, marketing, operations, policies and procedures as it relates to commercial banking in the region and general office management. Performs a wide range of duties, which includes word processing, maintaining files, ordering supplies.
Registered Client Service Associate AmeripriseRegistered Client Service AssociateSan Diego, CaliforniaAs a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
NewVeterinary Client Service Representative Estrella Veterinary HospitalVeterinary Client Service RepresentativeCapistrano Beach, CA$18–$21 / hourFull timeIndividuals with impeccable organizational skills, flawless customer service communications and unsurpassed multitasking abilities will have great success in this position. We are looking for full time team members available to work 4-10 hour shifts per week, including Saturdays.
Veterinary Client Service Representative Thrive Pet HealthcareVeterinary Client Service RepresentativeCA$18–$21 / hourIndividuals with impeccable organizational skills, flawless customer service communications and unsurpassed multitasking abilities will have great success in this position. Stay connected to learn about new career opportunities, the latest news, learning experiences, and more.
Client Service Representative VCA IncClient Service RepresentativeCarlsbad, CA$22–$24 / hourYour role will involve managing a busy front desk, scheduling appointments, handling client inquiries, and providing a supportive and empathetic experience for pet owners during their time of need. 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).
NewNew Accounts Analyst: Client Service Innovator LGBT GreatNew Accounts Analyst: Client Service InnovatorSan Diego, CA$72,000–$88,000 / yearThis role involves managing new account administration, liaising between clients and investment professionals, and participating in client meetings. Ideal candidates possess a Bachelor's degree and experience in client service within financial services.
NewClient Service Representative Tech I Quest Diagnostics IncClient Service Representative Tech ISan Juan Capistrano, CA$21.38–$32.08 / hourQuest believes that conviction records may have a direct, adverse, and negative relationship to the following job duties: accessing company property, information, assets, and products including sensitive information; accessing customer data or confidential information, and partnering and regularly working with or supervising other Quest employees and interacting with Quest customers. This includes missing specimens that have been accessioned, those not reported by customers and not accessioned and specimens identified on the interface pending lists.
NewVeterinary Client Service Representative Lead - Emergency Thrive Pet HealthcareVeterinary Client Service Representative Lead - EmergencyLa Mesa, CA$22–$27 / hourVet-founded and Austin-born, Thrive Pet Healthcare has expanded to over 380 partner hospitals nationwide, united by a mission to shape the future of pet well-being through medical excellence, innovative technology, and a connected community of teams and partners. About the Hospital: Pet Emergency and Specialty Center - East County is a large multispecialty and emergency veterinary hospital located in La Mesa focusing on providing exemplary specialty and emergency care to our community.
Registered Client Service Associate (Carlsbad, CA) Raymond James Financial IncRegistered Client Service Associate (Carlsbad, CA)Carlsbad, CA$45,000–$85,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Veterinary Client Service Representative - Emergency Thrive Pet HealthcareVeterinary Client Service Representative - EmergencyLa Mesa, CA$20–$25 / hourVet-founded and Austin-born, Thrive Pet Healthcare has expanded to over 380 partner hospitals nationwide, united by a mission to shape the future of pet well-being through medical excellence, innovative technology, and a connected community of teams and partners. About the Hospital: Pet Emergency and Specialty Center - East County is a large multispecialty and emergency veterinary hospital located in La Mesa focusing on providing exemplary specialty and emergency care to our community.
SPAR Client Service - Onboarding Analyst StepStone Group IncSPAR Client Service - Onboarding AnalystLa Jolla, CAThe SPAR Onboarding Analyst of StepStone Group in La Jolla will support StepStone's Portfolio Analytics and Reporting (SPAR) Department by assisting with onboarding new clients and portfolios as well as maintaining the new investment commitment pipeline for existing clients in the SPI Reporting database. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Client Service Associate (Carlsbad, CA) Oppenheimer & Co. Inc.Client Service Associate (Carlsbad, CA)Carlsbad, CA$50,000–$60,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
NewElectrical Service Project Manager: Profit & Client Focus Kinsley Power SystemsElectrical Service Project Manager: Profit & Client FocusCarlsbad, CAThe role involves managing small to medium electrical projects while ensuring client satisfaction and profit targets. A leading electrical services provider is seeking a Service Project Manager in Carlsbad, California.
Client Service Representative Bdt & Associates IncClient Service RepresentativeLa Mesa, CAAs a Client Services Representative, your duties encompass but are not restricted to: handling incoming calls, welcoming clients, managing appointment scheduling and confirmations, organizing files, conducting data entry tasks, handling fax and email communications, conducting research, and preparing and processing appointments—all while prioritizing and upholding client confidentiality at all times. Serving as the vital link between our clients, advisers, and business associates, you'll leverage your exceptional communication and listening skills to ensure elite client service daily.