NewFinancial Advisor Edward Jones InvestmentsFinancial AdvisorOrange, CABuild relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). • Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
NewTax Managing Director, Core Tax Services - Real Estate Focus Bdo ConsultingTax Managing Director, Core Tax Services - Real Estate FocusLos Angeles, CA$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
NewTax Managing Director, Core Tax Services Bdo ConsultingTax Managing Director, Core Tax ServicesCosta Mesa, CA$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
NewRetail Account Manager (RAM) – NRS & Retail Services IDT CorporationRetail Account Manager (RAM) – NRS & Retail ServicesSanta Ana, CAYou will drive revenue by selling our flagship National Retail Solutions (NRS) portfolio—including Point-of-Sale (POS) systems, credit card merchant services, and cash advances—while simultaneously managing and expanding our traditional telecom and financial services products (Boss Revolution) within your territory. Drive NRS Product Sales: Prospect, pitch, and close sales for NRS Point-of-Sale (POS) devices, Merchant Services, and Cash Advances to new and existing retail accounts.
NewPartnership Tax Managing Director, Advanced Computational Services Bdo ConsultingPartnership Tax Managing Director, Advanced Computational ServicesLos Angeles, CA$157,500–$420,000 / yearThe Tax Managing Director, Partnerships is responsible for advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations. In addition, the Tax Managing Director, Partnerships develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to other team members.
NewDeltek Director, Industry Spec Services Bdo ConsultingDeltek Director, Industry Spec ServicesLos Angeles, CA$175,000–$240,000 / yearReviews and develops policies and procedures related to accounting, contracts, and pricing for the client initiatives to secure new business, including but not limited to participating in Business Development meetings, developing relationships with clients and networking activities. The ISS Deltek Practice Director is responsible for maintaining client relationships, providing support in the areas of Deltek Costpoint consulting, ancillary systems & integrations, and overseeing assigned staff ranging from Associates to Senior Managers.
NewProfessional Services | Solutions Architect TetrateProfessional Services | Solutions ArchitectLos Angeles, CAAt Tetrate, we work with leading enterprises—including major financial institutions and numerous multi-million-dollar customers—to solve complex application networking, security, and platform challenges. We’re building a world-class field engineering organization and looking for hands-on technical talent who want to help customers turn modern infrastructure into real operational outcomes.
NewProfessional Services | Solutions Engineer TetrateProfessional Services | Solutions EngineerLos Angeles, CAYou will troubleshoot multi layer issues (cluster, networking, traffic policy, identity integration, observability flows) and help teams develop runbooks and operational routines rooted in service mesh and gateway best practices. At Tetrate, we work with leading enterprises—including major financial institutions and numerous multi-million-dollar customers—to solve complex application networking, security, and platform challenges.
NewTax Managing Director, Alternative Investments Bdo ConsultingTax Managing Director, Alternative InvestmentsCosta Mesa, CA$190,000–$335,000 / yearThis role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred.
NewManaging Director, Complex Securities Valuation Bdo ConsultingManaging Director, Complex Securities ValuationLos Angeles, CA$240,000–$361,000 / yearThe Managing Director is expected to demonstrate executive-level leadership, technical expertise, and commercial judgment while helping expand the firms presence in complex financial instruments and related valuation and advisory services. The Director, Valuation & Capital Markets Analytics – Complex Financial Instruments is responsible for leading, executing, and the delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation through project completion.
NewPartnership Executive Consultant ComplySciPartnership Executive ConsultantLos Angeles, CA$186,000–$216,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. This individual will maintain a portfolio of client relationships and deliver high-quality consulting services, while contributing to firmwide initiatives, supporting the development and implementation of new service offerings, and serving as a trusted source of insight and practical guidance for colleagues.
Senior Manager, Finance Managed Services - Controllership & Record-to-Report | Financial Services Industry Deloitte Touche Tohmatsu LtdSenior Manager, Finance Managed Services - Controllership & Record-to-Report | Financial Services IndustryLos Angeles, CA$148,200–$292,300 / yearThis role combines deep accounting and controllership expertise, managed services solutioning, Financial Services Industry experience, commercial leadership, executive presence, and the ability to lead complex client engagements and teams. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.
NewSenior Manager, Finance Managed Services - Controllership & Record-to-Report | Financial Services Industry DeloitteSenior Manager, Finance Managed Services - Controllership & Record-to-Report | Financial Services IndustryLos Angeles, CAFull timeThis role combines deep accounting and controllership expertise, managed services solutioning, Financial Services Industry experience, commercial leadership, executive presence, and the ability to lead complex client engagements and teams. Lead Finance Operate pipeline and deal-flow management for the Financial Services sector, including opportunity qualification, pursuit prioritization, solution governance, executive alignment, and handoff to mobilization and delivery teams.
Finance Managed Services Manager - Controllership & Record-to-Report | Financial Services Industry Deloitte Touche Tohmatsu LtdFinance Managed Services Manager - Controllership & Record-to-Report | Financial Services IndustryLos Angeles, CA$122,000–$240,500 / yearThis role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.
Director, Transaction Advisory Services // Financial Services Portage Point PartnersDirector, Transaction Advisory Services // Financial ServicesLos Angeles, CA$550,000–$800,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). This Director is the go-to advisor on Financial Services transactions, responsible for delivering specialized expertise in insurance, wealth & asset management, banking & capital markets M&A diligence, with the ability to specialize within certain FIG subsectors as desired/per specific expertise.
Director, Transaction Advisory Services // Financial Services Portage Point Partners LLCDirector, Transaction Advisory Services // Financial ServicesLos Angeles, CA$550,000–$800,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). This Director is the go-to advisor on Financial Services transactions, responsible for delivering specialized expertise in insurance, wealth & asset management, banking & capital markets M&A diligence, with the ability to specialize within certain FIG subsectors as desired/per specific expertise.
Career Services Advisor, Senior - Financial Services Practice University of Southern CaliforniaCareer Services Advisor, Senior - Financial Services PracticeLos Angeles, CA$80,010.17–$103,786.08 / yearLean into Marshall Career Service's strategic value of relationship-centered, actively leaning into building positive relationships with students; maintain relationships with student clubs and their leaders, take opportunities to attend club events and be visibly present, and lean into communication during times of conflict. USC has excellent benefits, including health benefits for staff and their family with access to the renowned university medical network; eligibility for retirement plans with employer contributions*; tuition benefits for staff and their family; free Professional Development classes; central Los Angeles location with easy access to commuter trains, buses and free tram pick up services; discounts to sporting and other campus events.
Senior Financial Reporting Analyst | Financial Services Recruiting Resources, Inc.Senior Financial Reporting Analyst | Financial ServicesLos Angeles, CAIn this role, you'll play a key part in preparing internal and external financial reports, ensuring compliance with regulatory requirements, and partnering with teams across Finance and the broader organization. This is an excellent opportunity for an accounting professional with a strong technical accounting and SEC reporting background who enjoys working in a collaborative environment and supporting high-profile financial reporting initiatives.
Financial Services Representative TransGlobal Holdings Co.Financial Services RepresentativeAnaheim, CaliforniaRemoteIn this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services. At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.
Head of Industry, Financial Services Viant, Inc. (US)Head of Industry, Financial ServicesLos Angeles, CA$225,000–$250,000 / yearThis executive leader will expand brand-direct demand, deepen agency adoption, and strengthen Viant''s position as the leading AI-powered programmatic platform for financial marketers across banking, credit cards, insurance, wealth management, fintech, and lending. Working cross-functionally with Sales, Product, Business Development, Marketing, and Measurement, this leader will help shape Viant''s Financial Services strategy while driving innovation and long-term category growth.