- 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 ... Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct… 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 ... operationalizing liquidity management and possess experience working in an alternative investment management setting within the financial services industry.Ares is… more
- Neuberger Berman (Los Angeles, CA)
- …about Alternative offerings to advocate, educate and sell Neuberger's Alternatives suite of products. The role will involve one-on-one and group presentations, ... **Summary** The Alternative Investment Product Specialist will work with Neuberger's...products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives… more
- M&T Bank (Los Angeles, CA)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of… more
- JPMorgan Chase (Los Angeles, CA)
- …to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage ... will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team... Alternatives documents, including, submission, monitoring and working with clients… more
- Citigroup (Los Angeles, CA)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- Bank of America (Hollywood, CA)
- Business Solutions Advisor - East Hollywood Financial Center - Bilingual Spanish Required Hollywood, California **Job Description:** At Bank of America, we are ... borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and...and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with… more
- Citigroup (Beverly Hills, CA)
- …An individual in this role will be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , ... sales execution (in partnership with the Banker team) + Leverage existing client relationships, local network and investment experience to introduce new ultra-high… more
- Cherry Bekaert (Los Angeles, CA)
- …energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all ... your space and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional personal compliance and business tax planning… more
- Citigroup (La Canada Flintridge, CA)
- …development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- Bank of America (Los Angeles, CA)
- …a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues ... is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to… more
- Bank of America (Los Angeles, CA)
- …a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- Fifth Third Bank, NA (El Segundo, CA)
- …+ Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources ... evaluate and develop a tailored relationship strategy for each client or prospect. + Responsible for planning and conducting...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met… more
- Bank of America (Pasadena, CA)
- …a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Deloitte (Los Angeles, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (Los Angeles, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Deloitte (Los Angeles, CA)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more
- Cherry Bekaert (Los Angeles, CA)
- …High Performance Government Accounting Support + Assessing and evaluating client accounting challenges, developing tailored advisory solutions and establishing the ... report of the findings + Providing status updates to client leadership on the current status of tasks and...GPS accounting advisory group + Serving as a trusted advisor to clients, identifying opportunities for expanded services +… more
- Deloitte (Los Angeles, CA)
- …on the ground experience with jurisdictions around the world. Bring your expertise and client service skills to Deloitte and click "apply" now! Work you'll do: As a ... documents and management of corporate data. You will be client facing, working with Deloitte Partners, Staff and Associates,...also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax… more
- Deloitte (Los Angeles, CA)
- …of innovative technologies and process to drive value and efficiency through our client engagements. + Research and analysis of a wide range of tax issues ... management and delivery of tax advisory and consulting services to the client . + Day-to-day interaction with engagement teams, both domestically and internationally,… more
