Client Executive - Private Client Services (Remote) Alliant Insurance Services, Inc.Client Executive - Private Client Services (Remote)California, CARemoteWe operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. We are proud to provide comprehensive, high quality employee programs to meet employees needs now and in the future, including a very competitive financial package.
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.
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.
Client Service Leader - Water Services CDM Smith IncClient Service Leader - Water ServicesCACDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development for water and wastewater municipal infrastructure for multiple private, municipal and state agency clients in the Northern California market! We have worked on some complex projects for major clients throughout this region and are looking for a candidate who will help continue this tradition through both the management of existing client portfolios and the development of strategies to grow business with new clients.
Operations Manager - Warehouse & Client Services Loom TalentOperations Manager - Warehouse & Client ServicesInglewood, California$90,000–$100,000Loom Talent is recruiting an Operations Manager - Warehouse & Client Services for a client specialising in the storage and distribution of luxury products, delivering a high-end "white glove" service where quality and customer care are essential. The Operations Manager - Warehouse & Client Services will oversee warehouse and field operations, ensuring safe, efficient, and accurate handling of inventory, deliveries, and installations.
Tax Senior Manager - Private Client Services EisnerAmperTax Senior Manager - Private Client ServicesLos Angeles, 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.
Wholesale Lending Client Services Specialist - California Market Dart Financial CorpWholesale Lending Client Services Specialist - California MarketCADart Bank provides innovative financial services for both personal and business banking, consumer and mortgage loans, commercial loans and lines of credit, merchant credit card processing, investment services and more. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so that you can begin to resolve the issue before this employer can take any action against you, including terminating your employment.
Tax Manager - Private Client Services (Pcs) Ascend Partner Services LLCTax Manager - Private Client Services (Pcs)Irvine, 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 PCSIrvine, 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.
Client Services Manager - Schools Supplemental Health CareClient Services Manager - SchoolsCAGeneral Description: The Client Services Manager will grow, develop and build relationships with new clients and expand market presence with existing clients to increase top-line revenue and bottom-line results while promoting the core values of caring, expertise and service. Maintains continuous source of information and availability of the active base of clients; takes appropriate and timely measures to meet the needs of the clients with appropriate follow-up; uncover clients' needs, situations, and problems by asking questions.
Sr. Associate, AfroTech Client Services Blavity IncSr. Associate, AfroTech Client ServicesCARemoteThe role is responsible for operational execution across an assigned portfolio of mid-tier sponsorship accounts, supporting the CS team in delivering exceptional sponsor experiences across digital campaigns and live events, including AfroTech Conference. Own day-to-day logistics coordination for an assigned portfolio of AfroTech sponsors - tracking deliverable completion, flagging outstanding items, and maintaining accurate records across internal tracking systems and Asana.
Manager, Client Services Sony Pictures Entertainment IncManager, Client ServicesCulver City, CA$92,000–$97,000 / yearWorking closely with the Executive Director, facilitate the day-to-day activities and ensure that materials (video, audio, subtitles, closed caption files, etc.) are delivered by client's request and contractual obligation. This position will also oversee deal launches, on-going digital servicing including the management of various steps needed to prepare content such as video mastering, asset retrieval, localization, on-boarding, encoding, transcoding & delivery.
Global Operations - Travel Manager, Client Services & Program Support Creative Artists AgencyGlobal 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.
VP, Client Services IQBackOfficeVP, Client ServicesEl Segundo, CaliforniaWork with IQ leadership across departments to create and drive overall Client Strategy: Sales Supports the sales team in efforts to increase sales through expanding the customer base with participating in process assessments, due diligence discussions/meetings, client presentations etc. Oversee global financial performance of client programs; drive profitability improvements by working with operations, production support and IT teams or with client to increase efficiency or automate key processes.
Client Services Coordinator - Outpatient Therapy MemorialCare Health SystemClient Services Coordinator - Outpatient TherapyLong Beach, CAMemorialCare is a nonprofit integrated health system that includes four leading hospitals, award-winning medical groups - consisting of over 200 sites of care, and more than 2,000 physicians throughout Orange and Los Angeles Counties. We are committed to increasing access to patient-centric, affordable, and high-quality healthcare; your personal contributions are integral to MemorialCare''s recognition as a market leader and innovator in value-based and other care models.
NewSales Associate - Client Services Hammer & Nails Grooming Shop for Guys - South BaySales Associate - Client ServicesHawthorne, California$19–$21We are seeking a Sales Associate to join our team in Southbay, responsible for achieving sales revenue through membership sales, gift card sales, products, and services. Working with our Point of Sale system (POS) Scheduling client services, ability to increase booking by recommending other services at the time of booking.
Senior Project Manager, Client Services (PST or CST) Lighthouse Document Technologies IncSenior Project Manager, Client Services (PST or CST)CAThe Senior Project Manager is responsible for managing to a case or client annual budget, consulting clients on eDiscovery best practices, and identifying preferred paths to completing projects with a focus on reducing costs, increasing speed of delivery and use of Lighthouse technologies to drive client satisfaction. Project management skills to successfully manage client relationships and execute projects to completion in order to deepen Lighthouse relationships to ensure repeat work and increased share of clients' total spend and to gain clients' trust as a consultant.
Senior Project Manager, Client Services (PST Preferred) Lighthouse Document Technologies IncSenior Project Manager, Client Services (PST Preferred)CAThe Senior Project Manager is responsible for managing to a case or client annual budget, consulting clients on eDiscovery best practices, and identifying preferred paths to completing projects with a focus on reducing costs, increasing speed of delivery and use of Lighthouse technologies to drive client satisfaction. Project management skills to successfully manage client relationships and execute projects to completion in order to deepen Lighthouse relationships to ensure repeat work and increased share of clients' total spend and to gain clients' trust as a consultant.
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.