- SCI Shared Resources, LLC (San Bernardino, CA)
- …members of funeral home and or cemetery staff, to provide seamless, high quality service + Represents a continuous link from services provided at need, through ... of joining a Great Place to Work! The Pre-Planning Advisor Restricted (PPAR) is a self-starter expected to achieve...their quota (pacesetter) target by selling pre-need arrangements and services . The PPAR serves families in a professional, caring… more
- Deloitte (Costa Mesa, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client ... per week + 3+ years' experience providing tax planning services or preparing and reviewing client work...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- Charles Schwab (Irvine, CA)
- …of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. ... Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr.… more
- BMO Financial Group (San Francisco, CA)
- …by being able to conduct quality analysis, address issues appropriately, balance client needs and risk appetite, collaborate expertly to arrive at optimal solutions ... the bank's exposure management tools and programs, including target client profile for each option in order to advise...practices in the process. + Acts as a trusted advisor to senior leaders for making business decisions and… more
- Robert Half Finance & Accounting (Orinda, CA)
- …Who You Are: + 1-3 years of experience in financial planning support, paraplanning, or client service roles + Enrolled in or planning to begin the CFP(R) ... guidance? Join a boutique, fee-only wealth management firm known for deep client relationships, thoughtful financial plans, and a strong culture of mentorship. With… more
- GE HealthCare (CA)
- …by providing technical support and counsel both remote and onsite to Field Service Engineers (FSE's), Client Service Technicians (CST's), and Customers ... onsite support. + Maintain up-to-date knowledge of modality products, service expertise, and tools to maintain "field advisor... service expertise, and tools to maintain "field advisor " status. + Utilize the GEHC escalation process as… more
- Deloitte (San Jose, 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: ... governance structures excite you? Deloitte's Tax Technology Consulting, Legal Business Services ("LBS") assists clients with all aspects of reporting and process… more
- Deloitte (Costa Mesa, CA)
- …professionals that support this important Strategic Growth Offering are based in various service lines across tax. Business Tax Services ("BTS") is a national ... Our Business Tax Services ("BTS") practice provides our clients a broad...to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy … more
- Deloitte (San Jose, CA)
- …professionals that support this important Strategic Growth Offering are based in various service lines across tax. Business Tax Services ("BTS") is a national ... Our Business Tax Services ("BTS") practice provides our clients a broad...to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities will include: + Support renewable… more
- Deloitte (Los Angeles, CA)
- …professionals that support this important Strategic Growth Offering are based in various service lines across tax. National Federal Tax Services ("NFTS") is a ... a broad range of government credits and incentives ("C&I") services across more than 150 countries and regions worldwide....or environmental sciences, Deloitte Tax LLP's ("Deloitte Tax") Gi3 service line may be the place for you! With… more