- CBIZ (Los Angeles, CA)
- …management, and client service skills with real estate clients.Serve as client 's trusted advisor , demonstrating knowledge of industry trends, identifying ... client issues and conflicts; proactively communicate solution options to client and team.Manage compliance and consulting in areas of Section 1031 exchange,… more
- Baker Tilly US, LLP (Los Angeles, CA)
- …tax compliance and consulting services to industry specific clients:Be a valued tax business advisor , lead client relationships on day to day tax matters with ... Tax Director! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients.… more
- BDO USA, LLP (Los Angeles, CA)
- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high ... well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and… more
- Forvis Mazars, LLP (Los Angeles, CA)
- …clients grow, preserve and protect wealth. The Tax Leader serves as a trusted advisor and member of various client service teams and must possess significant ... General Information Name: Tax - Senior Manager - Private Client Posting Title: Tax Senior Manager | Private ...Client Posting Title: Tax Senior Manager | Private Client Ref #: 2232556 Date Published: Friday, May 24,… more
- AHEAD (Los Angeles, CA)
- …team. Focused primarily on successful delivery but utilizes their position as a trusted advisor to explore other client needs and working with the team to ... directing a diverse team of advisory and delivery talent. Provides onsite, hands-on client engagement management which involves the day-to-day running of a client… more
- AHEAD (Los Angeles, CA)
- …delivery team.Focused primarily on successful delivery but utilizes their position as a trusted advisor to explore other client needs and working with the team ... directing a diverse team of advisory and delivery talent. Provides onsite, hands-on client engagement management which involves the day-to-day running of a client… more
- LaBine and Associates (Los Angeles, CA)
- …as lead advisor for their wealth management clients.While managing multiple client services teams, this Senior Tax Manager works closely with special projects ... and serves as a business advisor . Must have expertise in evaluating tax aspects of...tax returns, partnership returns, and combined state tax returns.Exceptional client service and communication skills with a demonstrated ability… more
- BDO USA, LLP (Los Angeles, CA)
- …different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the Tax Managing Director ... development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.Job… more
- CBIZ (Los Angeles, CA)
- …cross serve activity and fully executing a personal marketing planServe as key client contact; viewed as a trusted business advisor by clientsEnsure quality ... standards are metMay work directly with clients and manage staffMay be the internal advisor on technical matters as a Subject Matter ExpertMay be a member of the… more
- PIMCO Ltd. - Pacific Investment Management Company (Newport Beach, CA)
- …PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.Traditional Fixed Income - Product Associate (Newport Beach, CA)We ... career. It will support the team across dimensions of global client service, business management, and product development, including:Performing detailed portfolio… more
- Ramboll Group A/S (Los Angeles, CA)
- …assessment scientists. The successful candidate will manage existing projects, build client relationships, mentor staff, and help grow our industrial hygiene ... include:Develop budgets and proposalsEffectively manage projects in all aspects: client communication, project staffing, budget tracking, technical work oversight,… more
- Ramboll Group A/S (Los Angeles, CA)
- …assessment scientists. The successful candidate will manage existing projects, build client relationships, mentor staff, and help grow our industrial hygiene ... include:Develop budgets and proposalsEffectively manage projects in all aspects: client communication, project staffing, budget tracking, technical work oversight,… more
- Vaco (Los Angeles, CA)
- Company Overview:Our client is looking for a seasoned and strategic Chief Financial Officer (CFO) to join their executive leadership team and lead the organization, ... acting as a strategic advisor to the founders of the business. This is...This is a confidential search and the name of client will be shared following selection to interview. Please… more
- Nesco Resource (Irvine, CA)
- …working with US Navy RM on activities and working with the PI&R Client RM on expediting PI&R programs for all services. Representative shall provide interface ... on behalf of Client with customers at DLA, USAF, Navy, Army and...foster good public relations. As necessary, serve as an advisor for Parker during the performance of contracts. Assist… more
- Regal Executive Search (Newport Beach, CA)
- …candidate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs ... working with high-net-worth individuals; preferably with a Registered Investment Advisor (RIA), investment management firm, or broker/dealer.Excellent interpersonal and… more
- Ares Management Corporation (Los Angeles, CA)
- …candidate will adapt quickly and must be organized with a strong sense of client service and ability to meet multiple tight deadlines. They will have a demonstrated ... wellbeing app, financial wellness benefit that includes access to a financial advisor , new parent leave, reproductive and adoption assistance, emergency backup care,… more
- Umpqua Bank (Newport Beach, CA)
- Private Client Advisor Wealth Management Newport Beach, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... team in various capacities includingTrust Officer,Portfolio Manager, and Private Client Advisor . Weare agrowth-mindedwealth managementcompanythat offers estate… more
- Bank of America (Newport Beach, CA)
- Private Client Advisor II Newport Beach, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... **Job Description:** This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve… more
- JPMorgan Chase (Long Beach, CA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Gap Inc. (Los Angeles, CA)
- …the BR journey as we create what's next. **About the Role** As a Banana Republic Client Advisor , you will create aspirational and on trend looks that enhance the ... with a thorough understanding of designers, brands, and seasonal trends. As a Client Advisor , you will provide a superior level of service through an inclusive… more
