- Robert Half Finance & Accounting (San Francisco, CA)
- …during busy season, you'll remain engaged year‑round through planning work, client communication, and advisory support. The ideal candidate is an Enrolled ... excellent judgment, and the confidence to operate independently in a client ‑facing environment. Key Responsibilities + Lead preparation of individual tax returns… more
- H&R Block (San Jose, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll… more
- H&R Block (Palo Alto, CA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It...with the beginning of the tax interview by entering client and W-2 information into the tax program +… more
- CRC Insurance Services, Inc. (Fremont, CA)
- …and external stakeholders, providing technical training and support, and analyzing client needs to recommend appropriate technology solutions. The Trainer will also ... * Demonstrate adaptive training styles to target audience's capabilities/skills during regular client trainings and demos. Ability to educate client through… more
- Oracle (Sacramento, CA)
- …and specialist knowledge in applying the technology/application to client business. Facilitation of customer product/application understanding through presentations ... Develop and manage reference sites through high quality technical, professional client relationships. Disclaimer: **Certain US customer or client -facing roles… more
- Insight Global (San Francisco, CA)
- Job Description A client of Insight Global is seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated ... the advice of CFAs, CPAs and JDs into the client relationship. Our target market is high-net-worth Individuals with...financial plan is developed, assistance is provided to the client in all phases of implementation. You will be… more
- City National Bank (Los Angeles, CA)
- …Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * ... Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective… more
- EFI Global (Irvine, CA)
- …Reviews the work output of others ensuring all work meets or exceeds client expectations and contractual obligations. + Meets or exceeds productivity levels as ... EFI Global capabilities to expand business opportunities with new and existing client companies assisting in the development of business and marketing. + Completes… more
- Sands Investment Group (Los Angeles, CA)
- …Manage the full deal cycle from outreach to closure, ensuring the quality of client and capital request deliverables, with support from leadership along the way as ... and entrepreneurial problem-solving skills, with a talent for negotiation and client relationship-building. Be self-motivated by a 100% commission structure. Embrace… more
- Grant Thornton (Los Angeles, CA)
- … to make recommendations on business and process improvement and serve as a business advisor to client + Other duties as assigned You have the following ... and resources to thrive in your role to meet client needs and help you achieve more, confidently. Your...day-to-day may include: + Manage, direct, and monitor multiple client services teams on client engagements; plan,… more
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