Claims Consultant, High Net Worth - US CA Irvine

We are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. · The Personal Lines High Net Worth Claims Consultant serves as a trusted advisor to high‑net‑worth and ultra‑high‑net‑worth clients by providing white‑glove claims advoc ...

We are seeking an experienced Tax Manager to lead and grow our tax function, · serving as a senior technical expert and people leader within the firm.This role is central to delivering advanced tax planning · and consulting services while overseeing the quality and accuracy of ta ...

We are seeking an experienced Tax Manager to lead and grow our tax function, serving as a senior technical expert and people leader within the firm. This role is central to delivering advanced tax planning and consulting services while overseeing the quality and accuracy of tax c ...

We are seeking a highly motivated, well-rounded insurance professional to become part of our High-Net-Worth Personal Lines team. · We focus on HNW personal lines Property & Casualty and this position entails handling all aspects of daily service responsibilities as well as client ...

Position Type: RegularYour opportunity · *In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* · We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on s ...

As a Tax Trust and Estate specialist at Schwab you will provide detailed sophisticated advice to entrepreneurs and high net worth individuals with complex financial affairs substantial business interests large family estates and investment portfolios requiring careful attention. ...

Apriem Advisors seeks an experienced Senior CPA – Tax to lead tax preparation and tax analysis for high-net-worth clients and manage Holistiplan software.Prepare and file complex federal and multi-state tax returns. · Serve as primary owner of Holistiplan. · ...

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. · We believe in the importance of in-office collaboration and fully intend for t ...

Hybrid role based in Irvine, California, with a mix of in-office collaboration and remote flexibility · ...

This is a great opportunity to work in a highly regarded Southern California family law firm handling complex high-stakes matters involving high-net-worth individuals.Manage family law matters from intake through resolutionDraft pleadings motions discovery settlement agreements j ...

We are seeking a Family Law Associate Attorney to join our team. This is a great opportunity for first-year associates with increases based on experience. The role involves managing family law matters from intake through resolution and requires active California Bar admission and ...

A nationally recognized law firm is seeking Trusts & Estates attorneys to join its private client practice. The ideal candidate will have experience in sophisticated planning and litigation work, strong client relationships, and a clear long-term growth path within the firm. · ...

We're a progressive accounting and advisory practice led by former Big 4 professionals who wanted to rethink what a firm could be. We left behind outdated hierarchies and private equity pressures to build something better -- a firm that prioritizes people, quality, and balance. · ...

We value quality, balance, and ownership.A modern CPA firm seeks a senior-level tax manager for a small portfolio of high-net-worth clients. · ...

We are looking for an experienced .NET developer to join our team in Irvine, CA. The ideal candidate will have over 7 years of experience in designing, developing and maintaining ASP.NET/C# solutions. · ...

Your role · Do you know how to manage people? Do you have a knack for implementing service standards? · We're looking for an Administrative Manager to: · manage branch administration, including branch facilities, and provide administrative support · recruit, select, onboard, trai ...

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page · Manage and litigate complex civil matters with a focus on policyholder-side insurance coverage disputesDraft pleadings, briefs, discovery, and client communicationsAnalyze and litiga ...

Seeking a Senior Executive Assistant in Irvine,CA - 5 days on site - overtime required - Ultra High network family. An established ultra-high-net-worth (UHNW) family office is seeking a seasoned Senior Executive Assistant to support multiple Principals across personal, philanthro ...

We are seeking an associate to work in a collaborative environment with partners and senior attorneys on business and real estate matters. · Forming and maintaining business entities and advising and strategizing with clients on potential opportunities · Advising clients regardin ...

We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. · We are focused and committed to the needs of our clients and our team.Assist engagement teams in clearly ...