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 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.
Sr. Associate, AfroTech Client Services Blavity IncSr. Associate, AfroTech Client ServicesCARemoteThe role is responsible for operational execution across an assigned portfolio of mid-tier sponsorship accounts, supporting the CS team in delivering exceptional sponsor experiences across digital campaigns and live events, including AfroTech Conference. Own day-to-day logistics coordination for an assigned portfolio of AfroTech sponsors - tracking deliverable completion, flagging outstanding items, and maintaining accurate records across internal tracking systems and Asana.
VP, Client Services IQBackOfficeVP, Client ServicesEl Segundo, CaliforniaWork with IQ leadership across departments to create and drive overall Client Strategy: Sales Supports the sales team in efforts to increase sales through expanding the customer base with participating in process assessments, due diligence discussions/meetings, client presentations etc. Oversee global financial performance of client programs; drive profitability improvements by working with operations, production support and IT teams or with client to increase efficiency or automate key processes.
Client Service Manager VCA IncClient Service ManagerLos Angeles, CA$70,304–$85,000 / yearWorking alongside our existing Client Services Manager and hospital leadership team, you'll help lead a large, fast-paced, 24/7 Client Services department. We're looking for an exceptional Client Services Manager who is passionate about developing people, building strong teams, and creating an outstanding client experience.
Overnight Client Safety Navigator - 6Th Street-Residential Services Healthright 360Overnight Client Safety Navigator - 6Th Street-Residential ServicesLos Angeles, CAThe Overnight Client Safety Navigator (CSN) is an in-person role that fosters a safe, respectful, and welcoming environment while working with program leadership, law enforcement, and other teams to respond to emergencies such as drug use, overdose, and program disruptions. The Male Community Reentry Program (MCRP) is a residential facility with a capacity of 200 beds, designed for adult males who have less than two years remaining on their prison sentences.
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 Delivery Team Manager Bank of MontrealClient Delivery Team ManagerNewport Beach, CA$88,800–$165,600 / yearResolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments.
NewFinancial Services Tax Manager WithumSmith+Brown PCFinancial Services Tax ManagerLos Angeles, California$150,000–$200,000 / yearAs a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes.
Client Delivery Specialist Bank of MontrealClient Delivery SpecialistLos Angeles, CA$54,000–$99,600 / yearResolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
Facility Services District Manager ABM IndustriesFacility Services District ManagerTustin, CA$75,000–$95,000 / yearSales Methodology : Use a need-based sales methodology to achieve goals and position for long-term results, by selling consultatively, building trust, identifying and developing leads, setting appointments, conducting account research, leading sales calls, and creating relationships that lead to new business opportunities for the company. Business & Industry Knowledge : Use existing knowledge of the Facility Services industry and specific dynamics of the building and facilities markets, understand human capital, and use economic and financial data to understand potential clients’ businesses.
Business Development Manager - Testing Services (56822) Applied Technical Services IncBusiness Development Manager - Testing Services (56822)Anaheim, CAYou will be responsible for driving sales growth by expanding contacts with each assigned customer and selling the core offerings, developing and managing long-term client relationships, and delivering innovative solutions across critical industries including aerospace, automotive, pharmaceuticals, health and life sciences, food and beverage, defense, power generation, chemicals, construction, and pulp & paper. Person" includes (a) U.S. citizens or nationals; (b) U.S. lawful permanent residents (i.e., "green card" holders); (c) persons granted refugee status; or (d) persons granted asylum in the United States.
Financial Services Audit Senior WithumSmith+Brown PCFinancial Services Audit SeniorLos Angeles, CaliforniaStrong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.
Strategic Services Manager Trimble IncStrategic Services ManagerCARemote$99,600–$137,000 / yearWhat Makes This Role Great: In this high-impact role, you will serve as the trusted advisor for key strategic accounts, steering critical recovery efforts and directly shaping client retention strategies while leveraging cutting-edge transportation management solutions. You'll work on projects that truly matter: Our purpose-driven culture means you'll be helping to build and deliver solutions that make work faster, safer, and more sustainable for millions of people worldwide.
Client Account Manager - Experiences Pacific Journey ConsultingClient Account Manager - ExperiencesLos Angeles, CaliforniaRemoteThis fully remote position involves supporting clients with planning and booking travel experiences, while working closely with a professional team and reporting to a team lead. We are seeking motivated and detail-oriented individuals to join our team as Client Account Managers – Experiences .
Financial Services Consulting Senior Manager Weaver And Tidwell LLPFinancial Services Consulting Senior ManagerLos Angeles, CA$155,000–$265,000 / yearThis role combines regulatory advisory experience spanning the SEC, CFTC, NFA, the Investment Advisers Act, the Investment Company Act and other relevant U.S. financial services regulatory regimes with balanced data-enabled advisory delivery across data governance, regulatory reporting, analytics, dashboards, tooling and transformation. Experience advising across the full spectrum of investment fund types, including hedge funds, private equity, private credit, venture capital, real estate funds, registered investment companies (mutual funds, ETFs, BDCs), funds of funds and other alternative investment vehicles.
NewFinancial Services Audit Supervisor WithumSmith+Brown PCFinancial Services Audit SupervisorLos Angeles, California$110,000–$145,000 / yearLos Angeles ranges are from - $110,000 - $145,000 annuallySan Francisco ranges are from - $120,000 - $160,000 annuallyOrange County rages are from - $90,000 - $140,000 annually. Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management.
Customer Service Manager VCA IncCustomer Service ManagerLos Angeles, CA$70,304–$85,000 / yearIn this role, you'll be instrumental in ensuring our CSRs are well-prepared, empowered, and focused, allowing them to build trust with our clients and ensure that VCA ASEC is able to provide expert care for pets in their time of need. Key skills include strong staff and client relationship management, effective communication, high emotional intelligence, training and development, professionalism, leadership, and a genuine compassion for both pets and people.
Customer Service Specialist East West BankCustomer Service SpecialistPasadena, California$20–$27 / hourFull timeOur 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. Overview: We are currently seeking a Customer Service Specialist to support the Specialty Deposit Services (SOS) Department, which offers specialized banking and treasury management services tailored for professional fiduciaries.