- Thrivent Financial (Folsom, CA)
- …utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The administrative assistant ... + Scheduling appointments and maintaining calendar + Assist Financial Advisor in the preparation and follow up for the... in the preparation and follow up for the client /member meetings (DocuSign) + Prepares or coordinates the preparation… more
- AECOM (Los Angeles, CA)
- …as to pursue, develop, and execute major projects required to deliver client programs within established and agreed budgets and schedules, thereby expanding AECOM's ... agencies in the City of LA. + Be a visible leader and trusted advisor to clients by promoting AECOM's values both internally and externally. + Demonstrated expertise… more
- Anywhere Real Estate (Los Angeles, CA)
- …real estate services in the United States. Through Anywhere Inc. the Partner Solutions team provides client specific support to manage business initiatives. ... role. This role is responsible for providing exceptional service to our client 's customers by answering questions, resolving issues, and providing information about… 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...an understanding of each family's unique needs and offers solutions that provide value to them + Stays in… more
- Deloitte (San Diego, 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
- Stantec (Sacramento, CA)
- …reviews done by the technical authority. + Builds and maintains strong client relations; able to understand and articulate project and design requirements, progress, ... discussions and mechanical workgroups with project stakeholders as their trusted advisor , identifies key requirements, and adapts design accordingly to meet the… more
- Deloitte (San Francisco, CA)
- …ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology that align the tax function with business objectives? ... tax planning, consulting, and compliance services to a diverse client base in various industry sectors. You will work...tax consulting/compliance engagements. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Deloitte (Costa Mesa, CA)
- …regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client ... Sale-leaseback + Pass-through lease + Maintain and develop strong internal and client relationships + Demonstrate sound judgment and a quality-first mentality with… more
- Deloitte (Los Angeles, CA)
- …offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI ... tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (San Diego, CA)
- …business and technology, leveraging, architecting, and implementing technology-backed solutions to solve complex business challenges + Purpose-driven innovators ... culture transformation, talent management, and organization design tools + Strategic Solutions : Advise clients on strategic solutions that will transform… more
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