Investor Relations and Capital Growth Manager F2 FinanceInvestor Relations and Capital Growth ManagerSanta Monica, CA$100,000–$150,000The role will involve preparing investor presentations, fundraising materials, fund updates, due diligence responses, pipeline reports, and market research for use with high-net-worth investors, RIAs, family offices, wealth managers, institutional investors and strategic partners. Support the development and execution of capital-raising strategy across HNW investors, RIAs, family offices, wealth managers, institutional investors and strategic partners.
NewSenior Tax Manager - Brea Area Workforce Solutions, LLCSenior Tax Manager - Brea AreaBrea, CAFull timeManage a portfolio of closely held business clients and serve as their trusted tax advisorReview and oversee complex tax returns including individuals, S corporations, C corporations, and trustsProvide strategic tax planning and advisory services with a focus on estate planning and wealth management considerationsLead and supervise a tax team, including coordination with offshore staff (India-based team members)Make key decisions related to client strategy, tax positions, and team developmentBuild and maintain strong client relationships as the primary point of contactMentor and develop team members while ensuring high-quality deliverables and deadlines are metSupport firm growth initiatives and contribute to long-term leadership strategyWhat experience and skills do I need?10–15+ years of experience in public accounting, with strong exposure to:Individual taxationS corporations & C corporationsTrusts and estate-related tax matterExperience working with closely held or family-owned businesses is highly preferredBackground in a larger public accounting firm with at least 5–10 years in similar client environments Proven ability to manage client relationships and communicate complex tax matters clearlyExperience supervising and leading teams (including remote or offshore staff is a plus)Strong decision-making skills with the ability to work independently and confidentlyActive CPA required; Master's in Taxation or similar advanced degree preferredDesire and long-term interest in progressing to an ownership/partner roleWork Environment & LocationBased in Brea, CA (candidates must live within a reasonable commuting distance)Hybrid schedule with an expectation of 3–4 days per week in the officeCollaborative, team-oriented culture with strong leadership visibility Great Perks and BenefitsCompetitive compensation aligned with experience and leadership levelClear path to partner/ownership opportunityFlexible hybrid work modelComprehensive benefits package (health, retirement, PTO)Opportunity to work closely with clients on impactful, high-level tax strategyStable, growing firm with a strong reputation in the marketSo how can I be considered for these opportunities? We are partnering with a highly respected CPA firm in Brea, California (just south of Los Angeles) seeking an experienced Senior Tax Manager to join their team.
Relationship Manager MRISpokaneRelationship ManagerTorrance, CAThis role is ideal for a commercial banker who enjoys relationship-driven banking, has strong credit acumen, and wants the flexibility to grow a portfolio across Commercial & Industrial (C&I), investor commercial real estate, deposits, treasury management, and related banking services. A well-established and financially strong regional bank is seeking an experienced Relationship Manager to join its growing Commercial Banking team in the South Bay / Greater Los Angeles market.
Senior Project Manager (Residential Construction) Acton ADUSenior Project Manager (Residential Construction)Los Angeles, CaliforniaWe design, navigate, and build premium, high-quality accessory dwelling units (ADUs), also known as backyard homes or granny flats, and we're focused on making a positive impact on California's housing crisis. These ADUs create accessible housing options across California while positively impacting lives, supporting aging parents, adult children, multigenerational living, and long-term family wealth.
Senior AP Manager Alliance Resource GroupSenior AP ManagerPasadena, CAThis position will partner closely with Accounting, Treasury, Procurement, Tax, Internal Audit, and business leaders to ensure efficient, accurate, and compliant processing of vendor obligations while driving operational excellence. This role will be responsible for overseeing all aspects of the AP process, including vendor management, payment operations, AP controls, compliance, tax reporting, and process improvement initiatives.
Construction Project Manager - Owner’s Representative (OAR II) MAAS CompaniesConstruction Project Manager - Owner’s Representative (OAR II)Los Angeles, CA$160,000–$180,000Your ownership stake builds the longer you stay, and ESOP participants nationally tend to accumulate 2.5x more in retirement savings than employees at non-ESOP companies. You'll spend your days negotiating change orders, solving field issues before they stall the job, and ensuring that construction doesn't interfere with the primary mission: teaching students.
NewSr Manager, Information Security (Bilingual in Chinese) TransGlobalSr Manager, Information Security (Bilingual in Chinese)Monrovia, CA$120,000–$150,000 / yearFull timeCISSP, CISA, Security+Experience in financial services, insurance, or other regulated industriesFamiliarity with compliance frameworks such as NIST, ISO 27001, SOC 2Experience supporting high-growth organizations or IPO readiness initiativesExposure to cloud-native environmentsExperience managing cross-border operations between the U.S. and Asia WHO WE AREWith over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. WHY JOIN USIndustry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.
Senior Vice President, Private Client & Entertainment Practice Hub InternationalSenior Vice President, Private Client & Entertainment PracticeEncino, CA$190,000–$235,000 / yearFoster and drive institutional sales relationships with family offices, private wealth managers, estate planning attorneys, accounting firms, wire houses including Morgan Stanley, RIA networks including Focus Financial, and other trusted advisors and professional services partners to build a sustained referral network across California, Washington, and Oregon; maintain a structured COI engagement cadence with activity documented in Core/Epic. Work alongside and in close partnership with HUB's Institutional Director, Private Client to leverage national business partner relationships, support the sourcing and onboarding of new institutional partnerships, and bring a systemized approach to how business partners engage with HUB across the Pacific Region.
Senior Vice President, Private Client & Entertainment Practice Hub International InsuranceSenior Vice President, Private Client & Entertainment PracticeEncino, CaliforniaFoster and drive institutional sales relationships with family offices, private wealth managers, estate planning attorneys, accounting firms, wire houses including Morgan Stanley, RIA networks including Focus Financial, and other trusted advisors and professional services partners to build a sustained referral network across California, Washington, and Oregon; maintain a structured COI engagement cadence with activity documented in Core/Epic. Work alongside and in close partnership with HUB’s Institutional Director, Private Client to leverage national business partner relationships, support the sourcing and onboarding of new institutional partnerships, and bring a systemized approach to how business partners engage with HUB across the Pacific Region.
Associate Regional Vice President Wealth Enhancement Group AcquisitionAssociate Regional Vice PresidentLos Angeles, CARemote$175,000–$225,000 / yearActual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. The ideal candidate demonstrates a broad understanding of wealth management practices, financial planning, and relationship building, with the ability to strategically grow and expand the business.
Senior Content Manager - Metals & Mining FactSet Research Systems Inc.Senior Content Manager - Metals & MiningLos Angeles, CA$117,000–$153,000 / yearYou will bring expertise in granular databases, data model architecture, and AI-driven content collection and curation to lead a team delivering high-quality mining datasets to some of the most sophisticated investors and analysts in the industry. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support.
Fund Distribution And Capital Growth Manager F2 FinanceFund Distribution And Capital Growth ManagerSanta Monica, CAThe role will involve preparing investor presentations, fundraising materials, fund updates, due diligence responses, pipeline reports, and market research for use with high-net-worth investors, RIAs, family offices, wealth managers, institutional investors and strategic partners. Support the development and execution of capital-raising strategy across HNW investors, RIAs, family offices, wealth managers, institutional investors and strategic partners.
Investor Relations And Capital Growth Manager F2 FinanceInvestor Relations And Capital Growth ManagerSanta Monica, CAThe role will involve preparing investor presentations, fundraising materials, fund updates, due diligence responses, pipeline reports, and market research for use with high-net-worth investors, RIAs, family offices, wealth managers, institutional investors and strategic partners. Support the development and execution of capital-raising strategy across HNW investors, RIAs, family offices, wealth managers, institutional investors and strategic partners.
Associate AllianceBernstein Holding LPAssociateLos Angeles, CA$76,000–$82,000 / yearAs Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform.
NewPrincipal Implementation Specialist FactSet Research Systems Inc.Principal Implementation SpecialistLos Angeles, CA$140,000–$175,000 / yearClients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. Principal Implementation Specialists are part of a fast growing team comprised of subject matter experts, combining product and industry knowledge to help ensure customer success during implementations.
NewSenior Implementation Specialist FactSet Research Systems Inc.Senior Implementation SpecialistLos Angeles, CA$92,000–$110,000 / yearClients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. They are responsible for ensuring data integration and quality, configuring modules within FactSet, building end-user reports and interfaces, training our clients, and supporting users during the implementation process.
NewLead Implementation Specialist FactSet Research Systems Inc.Lead Implementation SpecialistLos Angeles, CA$120,000–$150,000 / yearClients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. Our Implementations team is an essential partner to our clients to support complex changes across their organizations, drive enterprise deployments of FactSet solutions, manage organizational restructures, and implement process improvements.
Analyst, Housing HR&A AdvisorsAnalyst, HousingLos Angeles, CA$83,200–$98,571 / yearIdeal Analysts will bring a demonstrated capacity for active project team participation, leadership, critical thinking, creativity and other capabilities aligned with the roles and responsibilities described above, including: 2-4 years of experience in urban planning or development, housing policy, public administration, real estate finance, economic consulting, or a similar field. Digital Tools: The Housing Affordability Practice developed HousingWeaver a housing market analytics platform designed to help you understand your housing market, develop policies and programs to address the housing needs of your community and track the impact of those policies and programs over time.
Senior Manager- Client Accounting Services Family Office Baker Tilly Virchow Krause, LLPSenior Manager- Client Accounting Services Family OfficeEl Segundo, CA$135,000–$195,350 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Install Base Account Manager ComplySciInstall Base Account ManagerLos Angeles, CA$145,000–$165,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. In this role, youll serve as a trusted advisor to an existing portfolio of clients - registered investment advisers (RIAs), hedge funds, private equity firms, and other financial institutions - helping to align them with our technology and consulting solutions.