- Intuit (San Diego, CA)
- …growth. You'll collaborate closely with marketing, design, data science, engineering, customer service , and our in-house network of tax experts to deliver ... **Overview** At Intuit TurboTax Full Service , we're reimagining how millions of Americans get...business by expanding and attracting more customers seeking expert tax support. In this role, you'll define, lead, and… more
- CRC Insurance Services, Inc. (Los Angeles, CA)
- …or process improvement roles-preferably in the insurance, benefits, or financial services industry (required)** **CERTIFICATIONS, LICENSES, REGISTRATIONS** + ... role responsible for leading the quality assurance efforts across our service operations. This individual will monitor performance, drive process improvements,… more
- Silicon Valley Power (Santa Clara, CA)
- …It is the mission of Silicon Valley Power to be a progressive, service -oriented utility, offering reliable, competitively priced services for the benefit of ... its customers. Being competitive in the marketplace with a continuous focus on customer service , SVP can provide economic value to the City of Santa Clara and its… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …at the intersection of wealth strategy, portfolio management, family office services , and financial operations. Unlike traditional multi-family offices, this ... Associate will support all operational aspects of client service , including onboarding, investment reporting, and financial ...and organize client documentation for intuitive team access. + Partner with senior client service leaders to… more
- ADP (San Diego, CA)
- ADP is hiring a **Sales Representative for Retirement Services ** . + **_Are you ready to control your financial future with unlimited upside earnings ... yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions. With a little help from our...**Collaborate** **Daily.** You will serve as a trusted advisor, partner , and ADP ambassador to your clients, internal partners,… more
- Silicon Valley Power (Santa Clara, CA)
- …electric utility,Silicon Valley Power (SVP) (https://www.siliconvalleypower.com/) has provided dependable electric service for over 125 years. SVP is the only full ... service , vertically integrated publicly owned utility in Silicon Valley...large corporations such as Intel, Applied Materials, Amazon Web Services (AWS), and NVIDIA. **The Positions** SVP is seeking… more
- Lightsource bp (San Francisco, CA)
- …capital and alignment with distribution schedules. * Prepare and present detailed financial reports for internal leadership, tax equity investors, and lenders. ... and tax equity structuring. * Represent the company in partner meetings, regulatory discussions, and cross-organizational workstreams as needed. **Knowledge** *… more
- Weyerhaeuser (Santa Clarita, CA)
- …new customer relationships and grow the existing business through consultative sales and customer service skills * Financial and AD Hoc reporting for the account ... a full-time, non-exempt position reporting to the HIW Sales Service Manager. A Customer Service Analyst is...NC; Atlanta, GA. Responsibilities Include: * Develop and support financial reports, data, and key measures * Electronic Data… more
- Guardian Life (Sacramento, CA)
- …skills in all areas of advanced planning. + Clearly and concisely explain the tax , legal, and financial /cost aspects of various sales opportunities and ... + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well...realize their dreams through a range of insurance and financial products and services . Our Purpose, to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. ... and daily operations + Support client‑run foundations and philanthropic initiatives + Track tax workflows and deadlines + Partner with internal teams and… more