Tax Senior Manager, Private Client Advisors Armanino McKenna Certified Public Accountants & ConsultantsTax Senior Manager, Private Client AdvisorsIrvine, CA$159,200–$231,200 / yearManage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors. Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns.
Developer Services Specialist FirstService ResidentialDeveloper Services SpecialistIrvine, CA$26–$31.25 / hourFull timeThe Developer Services Department is a specialized, customer facing department that handles all developer related association matters for new developments, including new community phasing, processing initial sales, budget updates and implementation, billing unsold lots, and reviewing bond status. Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies.
Sr Client Success Manager- Telecom, Energy & Utilities (TEM) CotalitySr Client Success Manager- Telecom, Energy & Utilities (TEM)Irvine, CaliforniaResponsible for revenue retention from assigned accounts through in-depth knowledge of clients' business model, technology platform, products and services utilized, contractual agreements, fee structure, key business contacts and volume/revenue statistics that include implementation, confirmed billing, communication of training activities, and overall client experience. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy.
NewRetirement Consultant - The Baldwin Group Financial Services Baldwin Group ColleagueRetirement Consultant - The Baldwin Group Financial ServicesIrvine, CaliforniaThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business.
Client Engagement Manager (Restoration Contractors) CotalityClient Engagement Manager (Restoration Contractors)Irvine, CaliforniaCotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. You will work closely with cross-functional teams to ensure a seamless and positive customer experience, addressing customer inquiries & concerns, and proactively identifying opportunities for improvement.
Pro Services Specialist Floor & DecorPro Services SpecialistFullerton, California$17.85–$22 / hourPrimary responsibilities include understanding trends in the PRO Market, collaboration with the Installation Materials and Design Services departments in order to build the sales organization and serve our PRO customers. This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits and all other privileges, terms and conditions of employment.
PRO Services Specialist Floor & DecorPRO Services SpecialistFountain Valley, California$17.85–$22 / hourPrimary responsibilities include understanding trends in the PRO Market, collaboration with the Installation Materials and Design Services departments in order to build the sales organization and serve our PRO customers. This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits and all other privileges, terms and conditions of employment.
NewClient Manager IMA Financial GroupClient ManagerAnaheim, CA$75,000–$80,000 / yearThe Client Manager oversees a dedicated book of business comprised primarily of lower-complexity clients, delivering consistent service and lifecycle support. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Client Relationship Consultant (Banker) - Multiple Levels (30-40 Hrs), North Orange County, CA U.S. BankClient Relationship Consultant (Banker) - Multiple Levels (30-40 Hrs), North Orange County, CAAnaheim, California$23.19–$28.35 / hourBasic Qualifications- High school diploma or equivalent- Three to four years of customer service experience- Three to four years of sales experiencePreferred Skills/Experience- Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems- Thorough knowledge of all retail products and services- Proven customer service and interpersonal skills- Experience in participating in sales campaigns/promotions- Strong mathematical, problem-solving, and negotiation skills- Strong verbal and written communication skills- Experience in the financial services industry preferred- Experience assisting less experienced personnel. Basic Qualifications- High school diploma or equivalent- Four to five years of customer service experience- Four to five years of sales experiencePreferred Skills/Experience- Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems- Advanced knowledge of all retail products and services- Proven customer service and interpersonal skills- Experience in participating in sales campaigns/promotions- Strong mathematical, problem-solving, and negotiation skills- Strong verbal and written communication skills- Experience in the financial services industry preferred- Previous supervisory experience preferred.
NewClient Relationship Consultant (Banker) - Multiple Levels (24-36 hrs.), North Orange County, CA U.S. BankClient Relationship Consultant (Banker) - Multiple Levels (24-36 hrs.), North Orange County, CAAnaheim, CaliforniaStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Senior Registered Client Associate Wells Fargo & CoSenior Registered Client AssociateCarlsbad, CA$34.62–$52.40 / hourExecute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Senior Manager, Business Optimization (Personnel Services) Profit Recovery PartnersSenior Manager, Business Optimization (Personnel Services)Santa Ana, CA$135,000–$170,000 / yearThis role will consult directly with CFOs and CIOs at some of the largest companies in North America and is responsible for managing expense reduction projects from the initial assessment of our client's existing product usage, pricing, vendor contracts, and agreements all the way through expense reduction strategy development and vendor negotiations. A Senior Manager of Business Optimization position for Profit Recovery Partners is an individual with experience in consulting to develop and negotiate innovative expense reduction solutions for large enterprise clients in our Practice Groups.
Sr. Client Relationship Manager, Employee Benefits - IAS, West Baldwin Group ColleagueSr. Client Relationship Manager, Employee Benefits - IAS, WestIrvine, CaliforniaThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. CRM), Employee Benefits, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing employee benefit programs, renewals, retention, strategic partnership and advanced service needs.
NewServices Architects II Ingram MicroServices Architects IIIrvine, CaliforniaWith the ability to reach nearly 90% of the global population, we play a vital role in the worldwide IT sales channel, bringing products and services from technology manufacturers and cloud providers to business-to-business technology experts. Job Duties: Lead the pre-sales and project oversight for the SMB Migration Factory, including Project Delivery and pre-sales: Scoping, Pricing, Building Statements of Work, and engagement with AWS.
NewDirector of Patient Care Services Millennium Healthcare ServicesDirector of Patient Care ServicesIrvine, CaliforniaIn the absence of the executive director / administrator, the clinical director will become the active executive director / administrator and will be vested with authority to act in behalf of the executive director. Millennium Healthcare is a compassionate, patient-centered home health and hospice care provider committed to delivering high-quality, personalized services in the comfort of our clients’ homes.
NewClient Relationship Consultant 2 (Banker) - Huntington Beach Brookhurst, CA (30Hrs) US BankClient Relationship Consultant 2 (Banker) - Huntington Beach Brookhurst, CA (30Hrs)Huntington Beach, CA$23.19–$28.35 / hourStrong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewRN Clinical Reviewer Greenlife Healthcare StaffingRN Clinical ReviewerJericho, NYThis individual will work under the direction of the supervisor of the team performing clinical reviews and abstractions of assigned cases related to a maternal death or to an adverse event that occurred during an outpatient surgical procedure. Impactful Work: Contribute to a mission-driven organization dedicated to improving patient outcomes by identifying and analyzing critical events in maternal care and outpatient surgical procedures.
NewTravel RN Case Manager - $2,891 per week Solomon PageTravel RN Case Manager - $2,891 per weekBronx, NYHeadquartered in New York with offices throughout the United States our experienced healthcare and medical staffing experts are committed to providing safe and quality patient care through our wide network of travel nurses, locum tenens, and allied resources. Upon commencement of your employment, Solomon Page offers automatic enrollment into ReviveHealth, which offers concierge, membership-based access to virtual primary care, urgent care, mental health therapy, a vision program, and prescription medications.
NewTravel Emergency Department RN - $2,260 per week Solomon PageTravel Emergency Department RN - $2,260 per weekPlainsboro Township, NJHeadquartered in New York with offices throughout the United States our experienced healthcare and medical staffing experts are committed to providing safe and quality patient care through our wide network of travel nurses, locum tenens, and allied resources. Upon commencement of your employment, Solomon Page offers automatic enrollment into ReviveHealth, which offers concierge, membership-based access to virtual primary care, urgent care, mental health therapy, a vision program, and prescription medications.
NewTravel Stepdown RN - $2,594 per week Solomon PageTravel Stepdown RN - $2,594 per weekBronx, NYHeadquartered in New York with offices throughout the United States our experienced healthcare and medical staffing experts are committed to providing safe and quality patient care through our wide network of travel nurses, locum tenens, and allied resources. Upon commencement of your employment, Solomon Page offers automatic enrollment into ReviveHealth, which offers concierge, membership-based access to virtual primary care, urgent care, mental health therapy, a vision program, and prescription medications.