Top 834 Registered client Jobs in Irvine Ca

Tax Planner Associate
Pure Financial Advisors, LLC —Irvine, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Registered Client Service Associate - Newport Beach, CA
LPL Financial —Newport Beach, CA
- $28.47 - $47.44 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Paid time off
Quick Apply
10d
Registered Behavior Technician
Behavioral Health Works —Costa Mesa, CA
- $21 - $28 an hour
- Part-time
- Ability to lift 50 pounds
- Driving
- Psychology
- Travel reimbursement
- Dental insurance
Quick Apply
4d
Senior Registered Behavior Technician (RBT)
Behavioral Concepts LLC —Laguna Hills, CA
- $30 - $35 an hour
- Full-time
- Mid-level
- Clinic
- Experience working with children
- Paid training
- Mileage reimbursement
Quick Apply
Caregiver / Personal Care Attendant (PCA)
Care Partners —Irvine, CA
- $19 - $23 an hour
- Part-time
- CPR Certification
- Current TB test
- BLS Certification
- Paid training
- Health insurance
Quick Apply
Registered Nurse (RN)
Oakwood Healthcare Services Inc —Irvine, CA
- $100 an hour
- Part-time
- CPR Certification
- RN License
- Hospital
- Flexible schedule
Quick Apply
Registered Client Service Associate
Morgan Stanley —Irvine, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Associate Therapist
USVETS Orange County —Tustin, CA
- $70,304 - $73,000 a year
- Full-time
- Master of Social Work
- Licensed Clinical Social Worker
- Mid-level
- Flexible schedule
Assistant Environmental Health Specialist
County of Orange —Orange County, CA
- $29.48 - $39.74 an hour
- Full-time
- Customer service
- Word processing
- Driving
- On-the-job training
Client Service Representative
Argyle Payments —Irvine, CA
- $55,000 - $65,000 a year
- 8 hour shift
- Microsoft Outlook
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
3d
Registered Client Service Associate (Newport Beach, CA)
Raymond James Financial, Inc. —Newport Beach, CA
- $45,000 - $85,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
Environmental Health Specialist I
County of Orange —Orange County, CA
- $34.69 - $46.77 an hour
- Full-time
- Word processing
- Visual & Performing Arts
- Restaurant
Behavioral Health Counselor
Mariposa Women & Family Center —Orange, CA
- $72,800 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Addiction Medicine
- Health insurance
- Dental insurance
Quick Apply
2d
Senior Registered Client Service Associate (Newport Beach, CA)
Raymond James Financial, Inc. —Newport Beach, CA
- $55,000 - $80,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Paid holidays
- Health insurance
Environmental Health Specialist II
County of Orange —Santa Ana, CA
- $78,291.20 - $105,518.40 a year
- Full-time
- Customer service
- Word processing
- Mid-level
Nurse Case Manager
MOMS Orange County —Santa Ana, CA
- $49.51 - $57.21 an hour
- Full-time
- Spanish
- Nursing
- Management
- Health insurance
- Dental insurance
Quick Apply
Pre-Licensed Therapist – Private Practice (Part-Time)
Dr. Kelly Quach Psychotherapy Services —Garden Grove, CA
- From $28 an hour
- Part-time
- Private practice
- HIPAA
- Mid-level
Quick Apply
Substance Use Case Manager
Costa Mesa Detox —Costa Mesa, CA
- $25 - $30 an hour
- Full-time
- CPR Certification
- Computer literacy
- BLS Certification
Quick Apply
12d
Registered Nurse (RN) - NORTH OC / CENTRAL OC
MEDQUEST HEALTH SERVICES INC —Anaheim, CA
- $200 - $700 a day
- Part-time
- CPR Certification
- RN License
- Driver's License
Quick Apply
Registered Behavior Technician (RBT)
United Behavior Consultants —Santa Ana, CA
- $17 - $25 an hour
- Part-time
- School experience
- Applied behavior analysis
- Current TB test
- Paid training
- Health insurance
Quick Apply

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registered client jobs near irvine ca

Tax Planner Associate

Pure Financial Advisors, LLC
Irvine, CA

Quick Apply

Job Details

Full-time
$70,000 - $80,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Referral program

Qualifications

Financial planning
Wealth management
Research
Bloomberg
Bachelor's degree
Forecasting

Full Job Description

Pure Financial Advisors, LLC is a fee-only registered investment advisor (RIA) located in San Diego, CA. We are seeking an experienced tax professional to join the Tax Planning department in our San Diego office.

This position’s primary focus will be to review tax returns and prepare tax projections as part of our comprehensive financial planning process for clients.

This position will also interact with our Planning Department and Financial Advisors.

Responsibilities:

· Review and understand tax documents, related tax information, and applicable financial planning data with an ability to identify anomalies, errors, and opportunities.

· Analyze data & provide projections of future tax outcomes based on current financial information and tax-optimized recommendations for active and prospective clients.

· Research tax information and pending legislation and translate it to understandable, actionable information for relevant departments and clients.

· Ensure that all workload and responses are completed in a timely fashion.

· Follow-up with Planners and Advisors as needed to ensure that necessary data inputs are clear and complete.

· Draft written explanations of tax information directed to clients.

· Participate in internal tax-related meetings/training, as needed.

Qualifications:

· Bachelor’s degree preferred. JD, EA, CFP, CPA or similar is helpful.

· Recent experience in the individual income tax industry

· Basic understanding of individual income tax returns is required. Additionally, expertise in at least one additional area: pass-through entities, trusts & estates, plan administration, multi-state, or foreign reporting requirements is preferred.

· Familiarity with retirement plan types and retirement and investment planning concepts is preferred.

· Excellent written and verbal communication skills are required.

· Ability to think logically and strategically is required.

Salary & Benefits:

· This is a full-time, non-exempt position.

· Salary Range: $70,000-80,000 DOE

· Benefit package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies. Hybrid/Remote considered.

Pay: $70,000.00 - $80,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

registered client jobs in irvine ca

Tax Planner Associate

Registered Client Service Associate - Newport Beach, CA

Registered Behavior Technician

Senior Registered Behavior Technician (RBT)

Caregiver / Personal Care Attendant (PCA)

Registered Nurse (RN)

Registered Client Service Associate

Associate Therapist

Assistant Environmental Health Specialist

Client Service Representative

Registered Client Service Associate (Newport Beach, CA)

Environmental Health Specialist I

Behavioral Health Counselor

Senior Registered Client Service Associate (Newport Beach, CA)

Environmental Health Specialist II

Nurse Case Manager

Pre-Licensed Therapist – Private Practice (Part-Time)

Substance Use Case Manager

Registered Nurse (RN) - NORTH OC / CENTRAL OC

Registered Behavior Technician (RBT)

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