- Citigroup (Los Angeles, CA)
- …when business decisions are made, demonstrating particular consideration for the firm 's reputation and safeguarding Citigroup, its clients and assets, by driving ... ability to obtain) + Sound knowledge of banking and investment products and process as well as a track...Masters degree preferred **Job Family Group:** Commercial and Business Sales **Job Family:** Relationship Management **Time Type:** Full time… more
- Wells Fargo (Beverly Hills, CA)
- …role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... . **In this role you will:** + Assist Financial Advisor(s) with sales , service, and operational related activities such as providing service to clients… more
- Aston Carter (Costa Mesa, CA)
- Job Title: Tax Preparer Job Description A fast growing Tax Law Firm is seeking to add a detail-oriented and experienced Tax Preparer to the team. This is a great ... IRS transcripts to identify compliance concerns. + Collaborate with sales and resolution teams to assist with client needs....Number (PTIN). + Experience handling Schedules C and E, investment reporting, and state tax filings. + Strong knowledge… more
- Citigroup (San Francisco, CA)
- …when business decisions are made, demonstrating particular consideration for the firm 's reputation and safeguarding Citigroup, its clients and assets, by driving ... years of experience + Sound knowledge of banking and investment products and process as well as a track...Masters degree preferred **Job Family Group:** Commercial and Business Sales **Job Family:** Relationship Management **Time Type:** Full time… more
- ServiceNow, Inc. (Santa Clara, CA)
- …acquisitions + Assist with certain technical accounting areas, such as investment accounting, goodwill and intangible asset impairment testing, accounting for ... Accounting and CPA is required + Manager role in a Big four public accounting firm and/or Manager, Technical Accounting at a public company + A strong team player… more
- JPMorgan Chase (San Francisco, CA)
- …* a Wealth Manager that acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients * an Insurance Specialist for ... needs. + Effectively advance opportunities presented to you through a focused sales process. + Generate new assets under management through the bank's existing… more
- PennyMac (Westlake Village, CA)
- PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and ... will have the opportunity to learn and develop within the Finance & Investment , Mortgage Operations, or Corporate Operations areas of the business. The PCU… more
- Deloitte (San Diego, CA)
- …income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax ... and be connected to a strong support system from firm Leadership to ensure you are set up for...CRE (Counselor of Real Estate) + CCIM (Certified Commercial Investment Member) + Licensed Texas Senior Property Tax Consultant… more
- Deloitte (San Jose, CA)
- …income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax ... for new and existing clients. + Liaising between the Firm 's in-house tax return preparation team and the clients'...CRE (Counselor of Real Estate) + CCIM (Certified Commercial Investment Member) + Licensed Texas Senior Property Tax Consultant… more
- JPMorgan Chase (Irvine, CA)
- …at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business responsibly by anticipating new and emerging risks, and using your ... + Build and maintain strong relationships with internal business stakeholders including sales , processing, closing, and legal. + Gain a thorough understanding of… more