- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities will include: + Support renewable...of business tax services is relevant for public and private companies, and range from tax planning to tax… more
- Elevance Health (Los Angeles, CA)
- …needed * Ability to work from home with internet access and a quiet and private workspace; moving to a virtual work environment could happen after the first 6 ... months. The **Consumer Service Associate** is responsible for assisting national marquee client (s) and members using a variety of platforms and services models… more
- Confluent (Sacramento, CA)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... + Strong service delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast growing and dynamic… more
- Charles Schwab (Los Angeles, CA)
- …is responsible for long-term sustainable growth, relationship management, a premium client experience and providing timely, relevant charitable planning education to ... & Co. **What you are good at** + Consultative client and colleague relations that inspire trust. + A...necessary. + Partnering with marketing, charitable strategists, and Schwab Advisor Services to develop and deliver relevant content that… more
- Deloitte (Costa Mesa, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... projects related to tax planning opportunities. + Coordinating and communicating with client contacts as required to gather information to complete their tax… more
- Banc of California (Santa Ana, CA)
- …is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and ... be a key member and contributor to the Bank's financial crimes program. The candidate will engage with internal...to drive strategic enhancement projects and serve as an advisor to the front lines on BSA/AML related inquiries… more
- World Wide Technology (Sacramento, CA)
- …partnership to accelerate digital transformational outcomes for large public and private organizations around the world. Through its Advanced Technology Center, a ... custom technical design work. The CSE will team with Client Managers to build customer relationships, partner with multiple...consultative fashion and is looked to as a trusted advisor by the account team, partners (OEMs) and the… more
- Deloitte (Sacramento, CA)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Bachelor's degree in accounting, finance, ... a vast array of taxpayers and industries? Do you enjoy legal research and client advocacy? Do you have a passion for applying your knowledge of federal interest… more
- AECOM (Orange, CA)
- …Oversees the administration of projects during the construction cycle including technical, financial , and client satisfaction. + Accountable for the development, ... variety of factors, including understanding of current business trends. + Acts as advisor to subordinates to meet schedules and/or resolve technical problems. + May… more