- Jobleads-US (Costa Mesa, CA)
- …in our growth in value with our US team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the US and in over ... Manager, Corporate/ASC740 Job Description Job Summary: The Core Tax Services ("CTS") Experienced Manager - ASC740 is responsible for...tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and… more
- Jobleads-US (San Jose, CA)
- …Reporting to the Director, People, the role works collaboratively with our Client Services Departments ( Advisory , Audit and Tax) leadership teams and the People ... People Business Partner, Client Services GHJ is looking for a People Business...a business advocate for our clients - providing personalized service and building long‑term relationships to help position our… more
- Jobleads-US (San Francisco, CA)
- …problem solving, helping us "challenge the status quo" and transform the financial services industry together. The Managing Director, Digital Wealth Solutions, ... efforts. Lead execution efforts across ETFs, Alternatives and Wealth Advisory and other Managed Investing products including delivering front-end experience… more
- The Walt Disney Company (Corporate) (Temple City, CA)
- …technical and advisory assistance for the performance of essential operational services , the issuance of warnings of risks and hazards, dissemination of employee ... incoming call mitigation, event dispatching, and event-driven global notification services 24 hours a day, 7 days a week....package, in addition to the full range of medical, financial , and/or other benefits, dependent on the level and… more
- Grant Thornton (San Jose, CA)
- …Master's degree a plus + Minimum 2 years of experience in providing financial statement audits, accounting advisory services , or corporate accounting/finance ... licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a multinational,… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …financial services industry. + Proven success in a client-facing financial advisory role. + Strong analytical, problem-solving, and interpersonal skills. ... Description Jennifer Fukumae with Robert Half's Financial Services Division is partnering with...is a rare opportunity to join a high-integrity, growth-focused advisory team where you'll step into an established client… more
- Wells Fargo (Danville, CA)
- …training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function ... + FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) + Financial services experience + Client services experience + 6 +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …(eg, CFP(R), CFA, CPA, JD) + 5-10+ years of experience in financial services , with a strong background in client advisory + Series 65 license preferred ... Description Financial Planner - Wealth Advisory |...attention to detail, and a commitment to delivering outstanding service Ready to take the next step? We'd love… more
- Meta (Menlo Park, CA)
- …with demonstrated experience in technical accounting, and M&A and/or transaction advisory services 7. Demonstrated experience in interpreting and applying ... highest levels of technical accounting expertise, deal experience, and financial acumen. **Required Skills:** Director, Transaction Advisory Responsibilities:… more
- Ankura (Los Angeles, CA)
- …+ 2-3 years minimum experience in client facing consulting roles (investment banking, financial advisory , or consulting) + CPA (or technical/ GAAP accounting ... not receive a response. Ankura Consulting Group, LLC is an independent global expert services and advisory firm that delivers services and end-to-end… more
