NewTax Senior Manager, Transaction Advisory Services BDO International LtdTax Senior Manager, Transaction Advisory ServicesCosta Mesa, CA$170,000–$220,000 / yearJob Summary: The Tax Senior Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS Tax strategy. Reviews, assesses, and advises clients regarding the tax computations reflected in their financial models, and assists clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction.
Chief Financial Officer (CFO) - AI-Native Insurance & Acquisitions Platform COVU IncChief Financial Officer (CFO) - AI-Native Insurance & Acquisitions PlatformCalifornia, CAThis role is for a CFO who can operate in the details (close, controls, unit economics, working capital) and also lead at the highest level (capital strategy, lender/investor narrative, M&A underwriting, board/audit leadership). Establish explicit capital deployment guardrails and gating criteria: no acquisition, debt expansion, or growth acceleration without integration capacity, workflow-level margin visibility, and customer experience protection metrics in place.
Sales Development Representative (FICO Scores)) Fair Isaac CorpSales Development Representative (FICO Scores))CARemote$81,900–$128,700 / yearUse AI-powered prospecting and intent-data tools to identify buying signals, prioritize accounts, and build target lists more efficiently; leverage generative AI tools to draft and iterate on personalized outreach messaging, then apply sound judgment and domain knowledge to refine that content so it reflects the credibility and nuance financial services buyers expect. Build and maintain a strong pipeline by following up on and qualifying marketing leads, understanding each prospect's credit risk strategy and where FICO Score offerings (including FICO Score versions, industry-specific scores, and related analytics) can improve their decisioning.
HOA Relationship Development Manager Columbia BankHOA Relationship Development ManagerIrvine, CA$90,000–$175,000 / yearDevelop new depository relationships with prospective HOA and property management clients through telephonic outreach, face-to-face visits, and written communication introducing Columbia Bank’s products and services. + Effectively negotiate deposit and credit product pricing, terms and conditions with managers or officers of property management companies; negotiate terms of credit agreements including financial covenants and reporting to protect the Bank from excessive credit risk.
Bronco Advising Center Advisor CSU CareersBronco Advising Center AdvisorPomona, CaliforniaCollaborate with a broad range of institutional partners that include associate deans, department chairs, faculty and staff, Office of Student Success, Bronco Advising Center, University Advising, Registrar's Office, and supplemental advising programs (e.g., Athletics, Kellogg Honors College, CPP Pledge) to provide support to students, as well as provide appropriate referral to university resources (e.g., CAPS, DRC, Veteran's center). In compliance with state and federal crime awareness and campus security legislation, including the Jeanne Clery Campus Safety Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), Cal Poly Pomona’s Annual Security Report and Annual Fire Safety Report are available for viewing at Cal Poly Pomona’s Annual Security Report and Cal Poly Pomona’s Annual Fire Safety Report .
Bronco Advising Center Advisor Job DetailsBronco Advising Center AdvisorPomona, CaliforniaCollaborate with a broad range of institutional partners that include associate deans, department chairs, faculty and staff, Office of Student Success, Bronco Advising Center, University Advising, Registrar's Office, and supplemental advising programs (e.g., Athletics, Kellogg Honors College, CPP Pledge) to provide support to students, as well as provide appropriate referral to university resources (e.g., CAPS, DRC, Veteran's center). In compliance with state and federal crime awareness and campus security legislation, including the Jeanne Clery Campus Safety Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), Cal Poly Pomona’s Annual Security Report and Annual Fire Safety Report are available for viewing at Cal Poly Pomona’s Annual Security Report and Cal Poly Pomona’s Annual Fire Safety Report .
Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCWealth Advisor - The Baldwin Group Financial ServicesIrvine, CAResponsibilities include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up.
Tax Partner - Private Client Services (Pcs) EisnerAmperTax Partner - Private Client Services (Pcs)Los Angeles, CA$325,000–$425,000 / 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. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses and their owners.
Financial Clearance Specialist III HireTalentFinancial Clearance Specialist IIIIrwindale, CADescription: Position Overview/Project Details: Under the general direction of a supervisor or manager, responsible for performing pre-registration functions and obtaining authorizations from various insurance carriers. This role requires a high level of independent judgement in order to successfully coordinate and obtain authorization requests for complex managed care patients in a timely and efficient manner.
Experienced Administrative Professional (Newport Beach, CA) Pacific Investment Management Co LLCExperienced Administrative Professional (Newport Beach, CA)Newport Beach, CA$48.07–$52.88 / hourThis includes thoughtfully preparing executives for meetings and interactions, ensuring they have the right information at the right time, reducing friction across their day, and continuously improving workflows to increase efficiency and effectiveness. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Al Enablement Lead - Product Strategy Group Pacific Investment Management Co LLCAl Enablement Lead - Product Strategy GroupNewport Beach, CA$205,000–$240,000 / yearStrategists use their highly specialized knowledge of financial markets and client demand across institutional and retail channels to lead business opportunities within their sector or investment style - effectively operating as focused global business units within PIMCO. This role is focused on enhancing the full Product Strategist lifecycle - from identifying business opportunities and launching and pricing products, to scaling distribution and client acquisition, to improving marketing content and ongoing client servicing, and reducing lower-value manual work.
Tax Senior - Real Estate Deloitte Touche Tohmatsu LtdTax Senior - Real EstateCosta Mesa, CA$74,925–$153,000 / yearOur clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers. As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxCosta Mesa, CA$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
E2V2 - Financial Analyst - P3 - (Hybrid) RTX CorpE2V2 - Financial Analyst - P3 - (Hybrid)El Segundo, CAIn support and through financial leadership of this program, the financial analyst will support and generate work products for various weekly, monthly, quarterly and annual routines including the following: Earned Value reporting, Baseline Planning and Development, Estimates at Completion (EACs), risk and opportunity development, financial forecasting, Short Range Outlook (SRO), Annual Operation Plan (AOP) and 5-year strategic planning. The Financial analyst will be responsible for supporting the Business Manager in overseeing all the business and financial responsibilities for the Resilient Missile Warning and Tracking Epoch 2 Vendor 2 (E2V2) contract expected to be awarded in Q4 of 2026 or Q1 of 202.
Director, Professional Services Aderant Holdings IncDirector, Professional ServicesCAPartner with the Senior Director of North America Services and leadership team to define operational goals, strategic initiatives, and organizational priorities that support growth, profitability, and customer success. Aderant is a global industry leading software company providing comprehensive business management solutions for law firms and other professional services organizations with a mission to help them run a better business.
Financial Aid Counselor I University of Southern CaliforniaFinancial Aid Counselor ILos Angeles, CA$25–$30 / hourWhen extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, federal, state and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations. If you are a current USC employee, please apply to this USC job posting in Workday by copying and pasting this link into your browser: https://wd5.myworkday.com/usc/d/inst/1$9925/9925$153065.htmld .
Financial Coordinator Marsh McLennanFinancial CoordinatorIrvine, California$56,200–$112,300 / yearManage end-to-end billingprocessto include distributing billing reports to client teams, preparing client invoices, processing planned and unplanned investments, resolving remaining Work in Progress (WIP). We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Customer Deployment Specialist Deloitte Touche Tohmatsu LtdCustomer Deployment SpecialistCosta Mesa, CA$105,400–$207,800 / yearExperience with artificial intelligence/large language model platform features, including Skills, Model Context Protocol (MCP), Plugins, or partner-led delivery models involving systems integrators or global systems integrators. We can enhance customer experiences and drive sustained growth and customer value creation and capture, through customer and commercial strategies, digital products and innovation, marketing, commerce, sales, and service.
Account Associate - State Farm Agent Team Member Allan Cheng - State Farm AgentAccount Associate - State Farm Agent Team MemberAlhambra, CAFull timeService can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education.
Senior Associate, AI Data Scientist TWG Global AISenior Associate, AI Data ScientistSanta Monica, CaliforniaAt TWG Group Holdings, LLC (‘TWG Global’), we are at the cutting edge of innovation and business transformation, leveraging data and AI to manage a diverse portfolio that spans Investments, Securities, Insurance, Finance, Corporate Lending, Merchant Banking, as well as Sports, Media, and Entertainment. This is a high-growth opportunity for someone with early industry experience (or strong academic grounding) in data science and applied statistics, eager to deepen their expertise and grow within a dynamic AI team working at the frontier of applied analytics and machine learning.