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.
Senior Client Services Specialist East West Bancorp IncSenior Client Services SpecialistPasadena, CA$25–$35 / hourOur 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. Support Business Relationship Managers on sales related tasks, including identifying cross-sale opportunities, assistance with documents preparation, research, pulling reports, following up with and consistently contacting clients and prospects with emails and other correspondence.
Tax Manager - Private Client Services (PCS) Ascend Partner FirmsTax Manager - Private Client Services (PCS)Irvine, California$135,000–$200,000 / yearAscend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. As a Tax Manager- Private Client Services at Lucas Horsfall, you will lead fiduciary accounting for our complex private clients multigenerational family engagements with multiple partnerships and extensive trust structures, including numerous sub-trusts.
Private Client Services Officer Banc of CaliforniaPrivate Client Services OfficerSanta Ana, CaliforniaPerforms daily operational and account servicing activities, including account maintenance, transaction review, reconciliation, exception processing, fraud monitoring, research requests, stop payments, debit card maintenance, mobile deposit administration, Remote Deposit Capture (RDC) support, and other servicing functions. The position performs a broad range of operational and client service functions, including onboarding new deposit accounts and serving as a subject matter expert in treasury management products and services for consumer and business clients with varying levels of complexity.
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.
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.
Global Operations - Travel Manager, Client Services & Program Support Creative Artists Agency LLCGlobal Operations - Travel Manager, Client Services & Program SupportLos Angeles, CA$111,000–$137,000 / yearNamed Most Valuable Sports Agency by Forbes for eight consecutive years, CAA represents more than 2,000 of the world's top athletes in football, baseball, basketball, hockey, soccer, in addition to coaches, on-air broadcasters, and sports personalities and works in the areas of broadcast rights, corporate marketing initiatives, social impact, and sports properties for sales and sponsorship opportunities. The Travel Manager, Client Services & Program Support serves as a senior travel subject matter expert responsible for delivering elevated support across complex, high-touch travel scenarios while helping optimize travel operations, traveler experience, and meetings/event-related travel coordination.
Tax Manager - Private Client Services (Pcs) Ascend Partner Services LLCTax Manager - Private Client Services (Pcs)Pasadena, CA$135,000–$200,000 / yearAscend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential. As a Tax Manager- Private Client Services at Lucas Horsfall, you will lead fiduciary accounting for our complex private clients multigenerational family engagements with multiple partnerships and extensive trust structures, including numerous sub-trusts.
Tax Manager - Private Client Services PCS Ascend Partner Services LLCTax Manager - Private Client Services PCSPasadena, CA$135,000–$200,000 / yearAscend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential. As a Tax Manager - Private Client Services at Lucas Horsfall, you will lead fiduciary accounting for our complex private clients multigenerational family engagements with multiple partnerships and extensive trust structures, including numerous sub-trusts.
NewClient Services Advisor II Bank of MontrealClient Services Advisor IICA$55,000–$110,000 / yearThis role is ideal for a highly organized, client-focused problem solver who thrives in a fast-paced environment and is looking to build a rewarding career in Commercial Banking and Treasury Management. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.
Account Director, Client Services InfluencerAccount Director, Client ServicesLos Angeles, CaliforniaBy placing creators at the center, the agency delivers creator-first solutions across creative, media, and commerce that connect brands with audiences through insight-driven creator campaigns built to stop the scroll and drive measurable impact. With 200+ team members speaking 30 languages across North America, Europe, and the Middle East, Influencer has delivered 6,000+ campaigns for leading brands including Spotify, SharkNinja, Google, Nike, Disney, and Coca-Cola.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesPasadena, 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.
Account Director, Client Services Influencer LtdAccount Director, Client ServicesLos Angeles, CA$100,000–$110,000 / yearFounded in 2015 by YouTuber-turned-entrepreneur Caspar Lee and entrepreneur Ben Jeffries, Influencer is the world's largest independent creator marketing agency - powered by a unique ecosystem of proprietary technology, platform partnerships, and longstanding talent relationships. By placing creators at the center, the agency delivers creator-first solutions across creative, media, and commerce that connect brands with audiences through insight-driven creator campaigns built to stop the scroll and drive measurable impact.
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.
Service Agent I - IS Client Services - Full Time 8 Hour Rotating Shifts (Non-Exempt) (Non-Union) University of Southern CaliforniaService Agent I - IS Client Services - Full Time 8 Hour Rotating Shifts (Non-Exempt) (Non-Union)Los Angeles, California$25–$39.69 / hourReq Must be able to perform duties that include end user support, quickly analyze & diagnose application/system issues, creating & updating user accounts in Active Directory & other systems, performs software installs, PC maintenance and maintain communication for planned & unplanned outages. When 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.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesCosta Mesa, CA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Client Service Manager Your Part-Time Controller LLCClient Service ManagerLos Angeles, CA$140,000–$165,000 / yearModel and reinforce CFO Mindset innovation by building staff capability through training, feedback, and continuous improvement; ensure technology use supports strategic thinking, professional judgment, security, and client trust.b. A willingness to travel to in-person meetings, including but not limited to staff meetings, inperson client visits, and annual reviews, periodically throughout the year; and to travel occasionally to events to support critical strategic initiatives.
Client Services Lead National Veterinary AssociatesClient Services LeadLos Angeles, CA$26–$31 / hourFor positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act. The Head Client Care Representative handles all duties of the CCR position as well as lead and train others in the CCR team, inventory management of office supplies and oversees all aspects of the front desk.
Sr. Director Client Services MediaNews Group IncSr. Director Client ServicesAnaheim, CA$140,000–$145,000 / yearWho we are: In 2016, the Southern California News Group (SCNG) rapidly became a major U.S. news organization bringing together prominent publications like the Orange County Register and Riverside Press-Enterprise under the MediaNews Group umbrella. SCNG has become the largest news content provider in the five-county Los Angeles metropolitan area, boasting a leading circulation nationwide with 11 daily newspapers and over a dozen community weeklies.
Event Services Client Account Manager Allied UniversalEvent Services Client Account ManagerPomona, California$75,000–$85,000 / yearAccount managers also build, improve, and maintain relationships with clients and employees, develop and retain staff, and coordinate needed support services and solve problems to effectively run the account and event operations. Capably utilize ABI and WinTeam for scheduling and billing, and to produce reports (such as Scheduling Activity, invoice Aging by tiers, Training Summary and Training Detail reports) that require interpretation and action for effective business management.