- Cherry Bekaert (Sacramento, CA)
- …, **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- Grant Thornton (San Francisco, CA)
- As a Financial Due Diligence Senior Associate, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a ... advisory engagements, providing carve-outs and similar services to clients, private equity investors, and asset-based lenders. + Help organizations realize… more
- CIBC (San Francisco, CA)
- …and organizational support. You will also support Family Office Executives and Senior Relationship Managers in providing exceptional client service. _At CIBC ... local internal awareness of Family Office services. + Assist clients with CIBC Private Wealth Investor Dashboard. + Maintain/update client personal and account… more
- Banc of California (Santa Ana, CA)
- …mechanisms comply with standard industry practices, regulatory guidelines, and senior management's recommendations and/or directions. Performs all duties in ... + Assists and supports Branch Banking, Business Banking & Private Banking, Call Center and Loan Servicing teams with...goals and values accordingly. Supports general internal & external client services such as responding to inquiries and emails.… 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 ... partners at Charles Schwab & Co. **What you are good at** + Consultative client and colleague relations that inspire trust. + A confident presentation style that… more
- Carollo Engineers (Sacramento, CA)
- …and reuse facilities. We are seeking a Design/Project Manager to support our industrial client growth and project demands in our Private Sector Group. You will ... to prepare proposals and interviews, and to lead negotiating efforts with client after selection. + Maintains a culture of effective communication among project… more
- AON (San Francisco, CA)
- …directly with senior members of the Representations & Warranty and Tax teams in the placement and negotiation of sophisticated transactional insurance products ... on behalf of private equity and corporate clients, gaining hands-on experience, industry...senior members of the Representations & Warranty and Tax teams in the placement and negotiation of sophisticated… more
- Grant Thornton (Los Angeles, CA)
- …in strategizing on the tax aspects of the transactions + Assist Senior Managers on project development, client pursuit initiatives and the management of ... day-to-day may include: + Manage, develop, train, and mentor Senior Associates, Staff, and Interns on M&A projects and...priority accounts + Perform analysis of a client 's tax attributes surrounding certain business events… more
- CBRE (Sacramento, CA)
- …Leadership** + Identify, prioritize, and proactively engage corporate buyers of transferable tax credits including Fortune 1000and private companies. + Build and ... and regularly update CRM and internal dashboards with outreach, deal status, and client feedback. + Provide transparent reporting to senior leadership on KPIs,… more
- Vaco (San Francisco, CA)
- …desired. + 5 to 7 years' selling accounting/financial project solutions or comparable client relations experience in audit, tax , and/or public accounting. + ... (Category: 500+ Employees) + An Inc. 5000 fastest growing private company in America every year since 2007 **A...since 2007 **A Day in the Life** Your CFO client just called. Her accounting department could really use… more