Tax Manager - Tax Exempt Deloitte Touche Tohmatsu LtdTax Manager - Tax ExemptCosta Mesa, CA$107,925–$205,000 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
NewSenior Project Planner Syneos - Commercial - ProdSenior Project PlannerSanta Monica, CA$90,000–$115,000 / yearManaging financials (scopes, estimates, and billing worksheets), assisting in revenue forecasting and reconciliations, developing chronologies, coordinating productions, and handling final distribution. You know what needs to be done, and your penchant for strategic delegation and problem-solving makes you a natural fit for this Senior Project Planner position with GSW .
Wealth Market Manager M&T Bank CorpWealth Market ManagerLos Angeles, CA$182,700–$339,300 / yearEducation and Experience Required: Bachelor's degree and a minimum of 11 years' related wealth management, investment, trust or estate planning experience working with complex tax and legal issues, or in lieu of a degree, a combined minimum of 15 years' higher education and/or work experience, including a minimum of 11 years' related wealth management, investment, trust or estate planning experience working with complex tax and legal issues. Represents Wilmington Trust in working in collaboration with the Commercial, Business and Private Banking teams to expand brand recognition and business opportunities in a specific market for wealthy clients.
Wealth Market Manager Wilmington TrustWealth Market ManagerLos Angeles, CaliforniaBachelor's degree and a minimum of 11 years’ related wealth management, investment, trust or estate planning experience working with complex tax and legal issues, or in lieu of a degree, a combined minimum of 15 years’ higher education and/or work experience, including a minimum of 11 years’ related wealth management, investment, trust or estate planning experience working with complex tax and legal issues. Represents Wilmington Trust in working in collaboration with the Commercial, Business and Private Banking teams to expand brand recognition and business opportunities in a specific market for wealthy clients.
NewClient Relationship Manager Hub International LtdClient Relationship ManagerPasadena, CA$180–$360Identify participants whose circumstances warrant referral to HUB's Senior Financial Planner for wealth management or advanced financial planning support, including equity compensation, retirement income planning, tax and estate matters, and consolidation of outside assets, and make the referral. Support the annual compliance cycle, including census collection, coordination of ADP/ACP and top-heavy testing with the TPA, communication regarding corrective distributions, contribution limit monitoring, and coordination of the Form 5500 filing and plan audit, including signature and filing deadlines.
NewClient Relationship Manager Hub International InsuranceClient Relationship ManagerPasadena, California$180–$360Identify participants whose circumstances warrant referral to HUB's Senior Financial Planner for wealth management or advanced financial planning support, including equity compensation, retirement income planning, tax and estate matters, and consolidation of outside assets, and make the referral. Support the annual compliance cycle, including census collection, coordination of ADP/ACP and top-heavy testing with the TPA, communication regarding corrective distributions, contribution limit monitoring, and coordination of the Form 5500 filing and plan audit, including signature and filing deadlines.
Project Planner (Private Land Development) Core States GroupProject Planner (Private Land Development)Long Beach, CAHEALTHCARE - Competitive health benefits including HSA with employer contribution, life insurance options, and supplemental coverage options, giving you the flexibility to select the coverage that best fits your needs and lifestyle. Core States Group designs, builds, and manages programs and projects across North America and has been recognized on top lists throughout the architecture, engineering, and construction (A/E/C) industry.
Senior Financial Planner/Wealth Strategist - KAR Kayne Anderson RudnickSenior Financial Planner/Wealth Strategist - KARLos Angeles, California$125,000–$175,000 / yearThis is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M–$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies—with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.
Senior Financial Planner/Wealth Strategist - KAR Virtus Investment PartnersSenior Financial Planner/Wealth Strategist - KARLos Angeles, CaliforniaThis is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M–$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies—with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.
Manager of Operations (Event Planner) JouléManager of Operations (Event Planner)Los Angeles, CARemote$65,000–$100,000 / yearThis role owns end-to-end event logistics (vendors, venues, budgets, timelines, onsite support and post-event reconciliation) while also supporting geographic expansion, sponsor/stakeholder communications, and patient assistance initiatives in a primarily remote, travel-required capacity. Seeking a highly organized Manager of Operations (Event Planner) to help run and scale day-to-day operations, with a major focus on planning and executing events across multiple states.
Senior Financial Planner/Wealth Strategist - KAR VirtusSenior Financial Planner/Wealth Strategist - KARLos Angeles, CA$125,000–$175,000 / yearThis is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M-$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies-with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.
Client Relationship Manager Castlewatch WealthClient Relationship ManagerGlendale, CaliforniaAt Castlewatch Wealth, you will have the opportunity to build meaningful relationships with clients, work closely with experienced advisors, and expand your knowledge of financial planning and wealth management. This individual will play an important role in preparing for client meetings, managing service requests, processing applications, and ensuring that client needs are handled accurately and efficiently.
Client Relationship Manager Jambalaya GroupClient Relationship ManagerGlendale, CA$70,000–$110,000 / yearAt Castlewatch Wealth, you will have the opportunity to build meaningful relationships with clients, work closely with experienced advisors, and expand your knowledge of financial planning and wealth management. This individual will play an important role in preparing for client meetings, managing service requests, processing applications, and ensuring that client needs are handled accurately and efficiently.
Senior Financial Planner - Remote (PST Time Zone) EP Wealth Advisors LLCSenior Financial Planner - Remote (PST Time Zone)CARemote$90,000–$120,000 / yearMergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm's mergers and acquisitions efforts, including staff training and integration. Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm's capabilities in wealth management.
Divisional Sales Manager, Intermediary Northern Trust CorpDivisional Sales Manager, IntermediaryLos Angeles, CAAs the Divisional Sales Manager (Intermediary) - Wealth Client Group (WCG), you will you will lead all aspects of the Senior Market Leaders (SMLs) within your division of the Intermediary sales effort including, but not limited to: supervision, recruitment, and training in an effort to drive net organic revenue growth in the Intermediary channel. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Financial Advisor Northwestern MutualFinancial AdvisorLos Angeles, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Sr. Manager, Tax Advisory & Planning Edelman Financial Engines LLCSr. Manager, Tax Advisory & PlanningCA$167,000–$175,000 / yearBuilding an increasingly robust tax practice, including growing the consulting team and instilling best practices across tax professionals, keeping abreast of new trends and best practices in the tax landscape and taking the initiative in thought leadership, innovation, and creativity. As a Senior Manager, Tax Advisory & Planning on the Advanced Planning Strategies team, you''ll play a pivotal role by helping clients with strategies that will help them reduce the impact of taxes so they can save more and accomplish their long-term financial goals.
NewManager Culinary Services Full Time Knight Health Holdings LLCManager Culinary Services Full TimeBaldwin Park, CA$71,140–$106,710 / yearResponsible for organizing and directing the overall operation of the Nutrition & Culinary Services food service function in accordance with applicable federal, state, and local guidelines and regulations, company policies and procedures, and in coordination with the Registered Dietitian / Nutrition & Culinary Services Director, to ensure that quality food service and nutrition care is provided to the patients, employees, and guests. Directs diet clerk or designated employee in the menu management process (preparing menus for distribution to patients, checking electronic medical record prior to each meal for diet order changes, room changes, new admits and discharges, updating patient cardex, printing tray tickets, inputting patient menu selections, etc).
On Call Emergency Managers, Recovery WSP Global IncOn Call Emergency Managers, RecoveryLos Angeles, CA$40–$45 / hourAs work is performed at the point of deployment, these roles have the potential to report out of any WSP USA office including Tallahassee, FL; Miami, FL; Tampa, FL; Orlando, FL; Jacksonville, FL; Birmingham, AL; New Orleans, LA; Raleigh, NC; Columbia, SC; Dallas, TX; Houston, TX; Los Angeles, CA; or Sacramento, CA. Lead and oversee disaster recovery operations for assigned clients, directing teams of specialists through all phases of recovery, including funding, documentation, and rebuilding processes.
Personal Financial Counselor, PFC Magellan Health IncPersonal Financial Counselor, PFCCAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.