- Citigroup (Glendale, CA)
- …Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC will manage the ... implementation of Citi Global Wealth investment products to identify unusual concentrations of individual products or sectors that deviate from Citi's recommended Asset Allocation and facilitate rebalancing of accounts and discovery of new revenue… more
- Robert Half Finance & Accounting (Palos Verdes Estates, CA)
- …skilled Tax Manager to lead client engagements and support a diverse portfolio of high - net - worth individuals and small to mid-sized businesses. This role is ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An Equal Opportunity Employer.… more
- M&T Bank (Costa Mesa, CA)
- …aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. Supports less experienced ... account relationship managers with limited supervision. May serve as administrator for medium to large (as defined by business) and/or highly complex clients. Serves as point of contact for client regarding daily administration. Maintains daily contact with… more
- Charles Schwab (San Francisco, CA)
- …in English and Mandarin is required **Preferred Qualifications** **:** + Experience servicing high net worth clients + Bachelor's Degree **In addition ... to the salary range, this role is also eligible for bonus or incentive opportunities.** **What's in it for you** At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on… more
- AIG (San Francisco, CA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more… more
- Moss Adams LLP (Walnut Creek, CA)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. **Responsibilities** : + Prepare tax returns, including supporting work… more
- Deloitte (Sacramento, CA)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... leaders to address budgeting, billing, management, and engagement team deployment. + Be responsible for the development and motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international… more
- Moss Adams LLP (Walnut Creek, CA)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. **Responsibilities:** + Serve as the primary engagement manager with… more
- Robert Half Legal (Encino, CA)
- …the administration too. The Estate Planning Attorney will be designing plans for high - net - worth clients and designing and drafting irrevocable trusts such ... professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. Robert Half is not… more
- Volvo Group (Mira Loma, CA)
- …Buses Location: Houston, TX, US, 77066Mira Loma, CA, US, 91752Fort Worth , TX, US, 76155S. Plainfield, NJ, US, 07080Goodlettsville, TN, US, 37072Secaucus, ... Planfield, Secaucus), Tennessee (Goodlettsville), Florida (Jacksonville, Orlando), Texas (Fort Worth , Houston), California (Mira Loma, San Francisco), Illinois (Chicago,… more