NewSenior Tax Manager JobotSenior Tax ManagerLong Beach, CA$160,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Job Details: We are on the hunt for an experienced and dynamic Senior Tax Manager to join our fast-paced and growing Accounting + Finance team.
NewWealth Strategist JobotWealth StrategistPasadena, CA$150,000–$175,000 / yearAs a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewSenior Tax Manager - HNW Advisory (REMOTE) JobotSenior Tax Manager - HNW Advisory (REMOTE)Orange, CARemote$140,000–$170,000 / yearWe serve over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance. We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology.
NewPrivate Wealth Associate Attorney G&A Recruiting PartnersPrivate Wealth Associate AttorneyLos Angeles, CAn The ideal candidate will have excellent academic credentials, a commitment to the community, superior interpersonal skills and a demonstrated record of working well under pressure. \n The ideal candidate will have experience in sophisticated estate planning and drafting, trust and estate administration, estate and gift tax, and charitable planning.
NewWealth Management Bankers LifeWealth ManagementLos Angeles, CAn What we offer: \n • Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.
Tax Experienced Manager, Transfer Pricing bdo consultingTax Experienced Manager, Transfer PricingLos Angeles, CA$94,500–$189,000 / yearIn this role, the Tax Experienced Manager, Transfer Pricing will be charged with marketing, networking and business development within their area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. The Tax Experienced Manager, Transfer Pricing is responsible for advising clients of the transfer pricing implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with transfer pricing regulations.
Tax Senior Manager, State and Local Tax bdo consultingTax Senior Manager, State and Local TaxCosta Mesa, CA$99,750–$262,500 / yearIn this role, the Tax Senior Manager, State and Local Taxation will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. A Tax Senior Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations.
Tax Manager, Digital Assets bdo consultingTax Manager, Digital AssetsLos Angeles, CA$112,000–$165,000 / yearThe Digital Assets Tax Manager assists in providing tax compliance & consulting services to the following clients: Lab companies doing protocol launches NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions. Blockchain and Cryptocurrency industry experience supporting lab companies, NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions, preferred.
Manager, Tax Credit Monetization bdo consultingManager, Tax Credit MonetizationLos Angeles, CA$79,800–$168,000 / yearThe 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. A Tax Manager, Business Incentives Group (BIG) is responsible for helping clients identify, document, and support tax positions related to this specialty’s area of tax law upon examination and at appeals.
Assurance Manager bdo consultingAssurance ManagerLos Angeles, CA$120,000–$140,000 / yearTraditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. 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.
NewManager, AI Security KPMGManager, AI SecurityLos Angeles, CA$114,095–$268,180 / yearExcellent written and verbal communication, facilitation, presentation, and client relationship skills with the ability to gain the confidence and respect of senior executives, lead delivery teams, and develop innovative AI security solutions for complex client environments. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewWealth Management Assistant Trilogy FinancialWealth Management AssistantWest Covina, CAAdditionally, the WMA will participate in an 8-week training program designed to teach the end-to-end advisory process and provide hands-on experience with core tools and platforms. Generate revenue by acquiring and onboarding new clients following successful completion of licensures, with a target of $5,000 in self-generated revenue.
NewManager, Incident Response KPMGManager, Incident ResponseLos Angeles, CA$114,095–$268,180 / yearLead and coordinate incident response engagements, including client communications, executive briefings, war-room facilitation, and cross functional stakeholder management (legal, forensics, privacy, communications, and leadership) during high impact events. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewFinancial Advisor Edward Jones InvestmentsFinancial AdvisorOrange, CABuild relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). • Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Fund Banking Analyst StifelFund Banking AnalystIrvine, CAStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
NewPartnership Executive Consultant ComplySciPartnership Executive ConsultantLos Angeles, CA$186,000–$216,000 / 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. This individual will maintain a portfolio of client relationships and deliver high-quality consulting services, while contributing to firmwide initiatives, supporting the development and implementation of new service offerings, and serving as a trusted source of insight and practical guidance for colleagues.
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryLos Angeles, CATime Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Private Wealth Relationship Manager Bank of AmericaPrivate Wealth Relationship ManagerLos Angeles, CaliforniaHe or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Wealth Management Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Client Relationship ManagerPasadena, CA$71,300–$80,500 / yearWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
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.