- Deloitte (Sacramento, CA)
- …success of Deloitte Tax LLP in a variety of ways, including: + Client Management: Manage the day-to-day interactions with executive clients and sponsors. + Delivery: ... Financials and/or Oracle Cloud ERP or indirect tax engine client engagements and teams. + Solutions: Identify, design and...planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax… more
- Deloitte (San Jose, CA)
- …related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities will include: + Support renewable energy ... client engagements and participate in the targeting of new...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Compass Group, North America (CA)
- …functions and strategy for the division, supporting growth, innovation, guest and client experiences, and are stewards of the Chartwells brand. This position will ... our brand and campus experience for new business and client retention opportunities. + Drive innovative sales marketing for...to each. + Lead social media as the content advisor and standards keeper across campus locations in the… more
- BMO Financial Group (San Diego, CA)
- …and provides strategic thinking to resolve the issue for the benefit of the client . + Reviews and continually monitors performance of existing accounts and client ... influence within the market. + Reinforces sales processes and client experiences to identify gaps, issues, and best practices...to customers/clients and prospects. + Acts as a trusted advisor to senior leaders for making business decisions and… more
- Wolters Kluwer (Sacramento, CA)
- …of contact for audit- related inquiries to ensure high levels of client satisfaction. + **Sales Skills/Experience** - Partnering with regional Field Sales ... has set forth, ensuring annual sales quotas are met or exceeded. + ** Client Partnerships** - Collaborate with Field Sales Executives to engage with prospective and… more
- Dorsey & Whitney LLP (Palo Alto, CA)
- …dynamic and fast paced. We are also seeking candidates with good presentation and client handling skills, and a real desire to develop their career at Dorsey. ... & Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the...to its clients' legal and business needs. Dorsey's diverse client base includes more than one-third of Fortune 100… more
- Deloitte (Sacramento, CA)
- …federal tax returns and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and compliance data gathering. + ... experts and industry specialists provide services and solutions relevant to our client 's business. Our team will assist with global tax challenges and transform… more
- Deloitte (Los Angeles, CA)
- …gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and ... the tax implications of transactions to the client . The Team At Deloitte Tax LLP, our Private...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- SCI Shared Resources, LLC (San Bernardino, CA)
- …the possibilities of joining a Great Place to Work! The Pre-Planning Advisor Restricted (PPAR) is a self-starter expected to achieve their quota (pacesetter) ... and timely manner. Follow-up and generation of referrals from client families are integral to success and to establish...needs, and committing to follow through + Responds to client inquiries in a timely, respectful, sensitive, and professional… more
- City National Bank (Irvine, CA)
- …and corporate bankers to identify ESOP opportunities within the existing client base. * Support relationship teams through joint calling, transaction structuring ... guidance, and ESOP education. * Serve as a senior internal advisor on ESOP-related matters including tax structuring, fiduciary dynamics, and long-term ownership… more