5 client accounting services associate jobs at 5 companies in San Jacinto, CA
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Tax Senior Associate
Carlsbad or San Diego
$85k-$110k/yrHybridFull Time
Withum: Independent U.S. public accounting and advisory firm serving businesses and individuals.
3+ YOEBachelor's degree in accounting, CPA license or progress toward certification, and 3–5 years of public accounting tax experience. Requires strong tax, analytical, client service, leadership, and project management skills.
Sunwest Bank: Privately held U.S. commercial bank serving entrepreneurs, businesses, individuals, and real estate clients.
3+ YOEHigh school diploma, 3+ years banking/treasury/cash management experience, strong client service and communication, Microsoft Office proficiency, working knowledge of banking regulations and operational procedures.
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
Provide attentive client service, handle day-to-day branch transactions, open accounts, educate clients on digital banking tools, and perform branch operations; high school diploma or GED required; client service experience preferred.
Edward Jones: Financial services firm providing wealth management and investment advice.
3+ YOEBachelor's degree, equivalent experience, or financial services, sales, or relationship-building background; sales or client management experience; strong communication; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
Alliant Insurance Services: Privately owned insurance brokerage and consulting firm serving corporations, regional businesses, and high-net-worth individuals.
6+ YOEAssociate's degree or equivalent, valid insurance license, 6+ years related experience, proficient with Microsoft Office, strong communication and client-service skills.