Top 224 Tax specialist Jobs in Anaheim, Ca

Member Services Specialist
SchoolsFirst FCU —Placentia, CA
- $33.51 - $50.27 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
Full Level Tax Specialist
ADP —La Palma, CA
- $18.56 - $34.66 an hour
- Full-time
- Hybrid work
- Word processing
- Computer literacy
- Basic math
- Wellness program
- Disability insurance
Patient Services Specialist - OBGYN
Providence —Fullerton, CA
- $25.00 - $34.41 an hour
- Full-time
- Clinic
- Fair chance
- Outpatient
- Paid parental leave
- Paid holidays
8d
International Student Services Specialist
Mt. San Antonio College —Walnut, CA
- Online Application
- Word processing
- Writing skills
- Basic math
College of Health Sciences Disability Services Specialist
University of California, Irvine —Irvine, CA
- $80,850 - $146,160 a year
- Weekends as needed
- Background check
- Experience working with individuals with disabilities
- 5 years
- Health insurance
- Retirement plan
4d
Member Liaison Specialist (Customer Service)
CalOptima —Orange, CA
- Weekends as needed
- Background check
- Spanish
- Microsoft Outlook
- Tuition reimbursement
- Paid time off
Specialist, Service Development
Isuzu —Anaheim, CA
- $65,218 - $81,523 a year
- Day shift
- Computer science
- Computer Science
- Mid-level
- Wellness program
- AD&D insurance
Student Services Specialist
Rancho Santiago Community College District —Santa Ana, CA
- $65,409.97 - $83,499.64 a year
- Online Application
- Background check
- Management
- High school
14d
Tax Specialist I-Audit
Hinderliter de Llamas & Associates —Brea, CA
- $24 - $28 an hour
- Full-time
- Hybrid work
- Clean driving record
- Writing skills
- Office
- AD&D insurance
- Paid holidays
Claims Resolution Specialist (Customer Service)
CalOptima —Orange, CA
- Weekends as needed
- Background check
- Microsoft Outlook
- Writing skills
- Tuition reimbursement
- Paid time off
12d
Ecommerce Specialist & Customer Service (Cross-Border)
Winheart Living INC —Ontario, CA
- $50,000 - $55,000 a year
- Email
- Word processing
- English
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Member Services Specialist (Bilingual - Chinese)
ASTIVA HEALTH INC —Orange, CA
- $25 - $28 an hour
- Full-time
- Background check
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Mortgage Customer Service Specialist
Consolidated Analytics —Los Angeles, CA
- $40 - $60 an hour
- Temporary
- 5 years
- Office
- In-person
Quick Apply
Tax Resolution Specialist
TaxRise —Irvine, CA
- $24 - $26 an hour
- Full-time
- Background check
- Google Workspace
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
BESS Field Service Specialist
OTEK Group Inc., —Los Angeles, CA
- $30 - $45 an hour
- Full-time
- English
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
4d
Order Operation Specialist & Customer Service
Nanshing America, Inc. —Commerce, CA
- $21 - $24 an hour
- Full-time
- In-person
- 1 year
- Associate's degree
- Health insurance
- Dental insurance
Quick Apply
8d
Support Services Specialist
Chase Foundation, A Vocationally-Driven Program —Fullerton, CA
- $19 - $23 an hour
- Part-time
- Background check
- Classroom
- Serving
Quick Apply
Resident Service Specialist
Pacific Housing Inc —Anaheim, CA
- $19 - $21 an hour
- Part-time
- Microsoft Word
- Clean driving record
- Microsoft Excel
Guest Services Specialist 1 - Bilingual Chinese
Forest Lawn —Covina, CA
- $26 - $29 an hour
- Weekends as needed
- Serving
- Word processing
- Computer literacy
Property Tax Accounting Specialist
Express Employment —Laguna Woods, CA
- Up to $27 an hour
- Online Application
- Customer service
- Mid-level
- Office
Quick Apply
1d

I want to receive the latest job alert for tax specialist in anaheim, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

tax specialist jobs near anaheim, ca

Customer Service Representative jobs in Los Angeles, CA

Service Technician jobs in Anaheim, CA

Director Of Student Services jobs in Santa Ana, CA

Patient Services Coordinator jobs in Fullerton, CA

Tax Specialist jobs in Irvine, CA

Claims Specialist jobs in Orange, CA

E-commerce Specialist jobs in Ontario, CA

Field Service Technician jobs in Los Angeles, CA

Customer Service Representative jobs in Moreno Valley, CA

Customer Service jobs in Florida

Customer Service Representative jobs in Montgomery, AL

Remote Work From Home Customer Service jobs in Leander, TX

Service Advisor jobs in Knoxville, TN

Customer Service Representative jobs in Jacksonville, FL

Customer Service Representative jobs in Missouri

Travel Agent jobs in Phoenix, AZ

Guest Service Agent jobs in Holland, MI

Guest Service Agent jobs in Orlando, FL

Guest Service Agent jobs in Texas

Guest Service Agent jobs in Kansas City, MO

Member Services Specialist

SchoolsFirst FCU -
Placentia, CA

Apply Now

Job Details

Full-time
$33.51 - $50.27 an hour

Qualifications

High school diploma or GED
Negotiation

Full Job Description

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Member Services Specialist

The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Pay Range:

$33.51 - $50.27

Scheduled Weekly Hours:

What You’ll Be Doing

Relied upon as a branch specialist in the area of real estate, consumer loans, insurance and/or retirement/investments. Responsible for maintaining a comprehensive knowledge of credit union departments, products, services, policies and procedures to provide accurate information to all Members and prospective Members while negotiating resolution of complex inquiries and disputes.

Schedules and conducts meetings with Members in assigned branch(es) to assist with their real estate, consumer lending, and/or retirement needs. Serves as the highest level branch specialist and subject matter expert and independently handles routine and more complex Member inquiries with a goal of first-point-of-contact resolution and limited escalation.
Areas of specialty may include one or all of the following areas • Thorough knowledge of Real Estate in order to provide Members with assistance and information on Real Estate products and services. Assesses Member needs and financial situation in order to recommend the best loan product, completes application and refers applicants as necessary to Real Estate. • Thorough knowledge of Consumer Loans in order to analyze Member financial and credit data and provide recommendations on products and services. Has the authority to approve or deny loans within assigned authority level when applicable. • Thorough knowledge and required licenses in order to serve as the department primary resource for 403, 457 and other retirement and Investment products and services. Interviews Members to determine and assess their current income, expenses, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. • Thorough knowledge and required license in order to serve as the department primary source for personal lines/automobile insurance. Interviews Members to determine and assess their risk exposures and recommend coverage limits, complete insurance application and bind coverage as authorized by the insurance carrier.
Responsible for processing moderately difficult financial transactions on Member’s accounts, resolving Member issues, evaluating and identifying the Member’s financial needs using consultative service skills, and originating new accounts or making targeted referrals to internal business partners that result in deeper relationships, high levels of Member satisfaction, and increased growth for the Credit Union.
Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement. Seeks to “deepen Member relationships” by asking the right questions, analyzing their financial position in order to determine and recommend the right product fit to expand the number of products and services utilized by existing Members.
Provides suggestions for streamlining department and credit union operations. Assists with completing projects and reports related to the department. Performs other related duties as assigned or requested.
Assists the branch with training of new teammembers and cross training of existing teammembers in area of specialty; keeps up to date with policy/procedure updates.
Maintains an updated and faultless FINRA Form U4 by completing all necessary continuing education training in addition to annual Firm Element Training and annual recertification when applicable.

Additional Job Functions

- Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.

Qualifications

- High School Diploma or GED required
- Bachelor's Degree in a related field or equivalent years of experience required
- 1-3 years of prior relevant experience required
- Depending on specialty and need of branch, the following courses and/or certification may be required:
- CSS Certification
- Consumer Lending Authority
- Art of Underwriting
- Intermediate Real Estate training
- Real Estate Certification Program when applicable
- Registered with the Nationwide Mortgage Licensing System and Registry as a mortgage loan originator in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the "SAFE Act") when applicable.
- FINRA Series 6 or 7, and 63 when applicable
- Personal Lines Broker License

Knowledge, Skills, and Abilities

Demonstrated ability to make loan decisions in a high volume environment when applicable.

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.

Apply Now

Refine Your Search

tax specialist jobs in anaheim, ca

Member Services Specialist

Full Level Tax Specialist

Patient Services Specialist - OBGYN

International Student Services Specialist

College of Health Sciences Disability Services Specialist

Member Liaison Specialist (Customer Service)

Specialist, Service Development

Student Services Specialist

Tax Specialist I-Audit

Claims Resolution Specialist (Customer Service)

Ecommerce Specialist & Customer Service (Cross-Border)

Member Services Specialist (Bilingual - Chinese)

Mortgage Customer Service Specialist

Tax Resolution Specialist

BESS Field Service Specialist

Order Operation Specialist & Customer Service

Support Services Specialist

Resident Service Specialist

Guest Services Specialist 1 - Bilingual Chinese

Property Tax Accounting Specialist

I want to receive the latest job alert for tax specialist in anaheim, ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected