Top Tech Jobs & Startup Jobs in Los Angeles, CA

The Seasonal Tax Administrator supports the tax team by managing tax processes, data integrity, and communication with tax members, ensuring deadlines are met.

The Sr. Manager for Tax Services leads client relationships and manages a tax team, providing tax compliance services for high-net-worth clients without traditional billable hour constraints.

The Seasonal Tax Preparer assists the tax preparation team by preparing tax returns, utilizing tax software, and coordinating with team members to ensure accuracy and efficiency.

The Director will lead Community Marketing Operations, overseeing events and initiatives, managing a team, optimizing processes, and ensuring alignment with business goals.

The Financial Planner II prepares comprehensive financial plans, analyzes data, collaborates with advisors, and enhances client experiences through financial tools and strategies.

The Senior Wealth Strategist - Insurance manages client relationships and provides insurance solutions, focusing on risk management for high-net-worth clients. The role requires collaboration with advisors and an in-depth knowledge of the insurance industry.

The Wealth Management Enablement Manager drives service improvements by developing training programs and resources for advisors and client service staff, enhancing communication and process efficiency in Wealth Management.

The Wealth Management Enablement Manager drives service efficiency by training advisors, enhancing processes, and improving client interactions through communication and education.

The Insurance Advisor will manage a book of business, build client relationships, and provide insurance expertise in life, long-term care, and annuities, while supporting financial planning and risk management efforts.

The Partner Success Document Control Specialist manages the integration of acquired firms by generating wealth management agreements, tracking execution, and maintaining documentation. Highly organized with strong communication skills are vital.