Top 13 Senior client services associate Jobs in Beverly Hills, Ca

Senior Associate – Private Client Services
Andersen —Los Angeles, CA
- $98,900 - $124,400 a year
- CPA
- Research
- Mid-level
- Paid holidays
- Health insurance
Senior Associate | Client Services
One Capital Management —Westlake Village, CA
- $75,000 - $85,000 a year
- Email
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Health insurance
Senior Premier Client Services Associate
East West Bank —Pasadena, CA
- $20 - $27 an hour
- Full-time
- Computer literacy
- Basic math
- English
- Opportunities for advancement
J.P. Morgan Advisors - Senior Client Associate - Los Angeles, CA
JPMorganChase —Los Angeles, CA
- $70,304 - $99,900 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
1d
Client Accounting and Advisory Services (CAAS) Senior Associate
GHJ —Los Angeles, CA
- $81,500 - $103,500 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Mid-level
Senior Associate, Institutional Client Group (APAC)
CIM Group, LP —Los Angeles, CA
- $100,000 - $125,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Wellness program
- Paid parental leave
Quick Apply
11d
Senior Client Services Manager
Opensity Solutions —Los Angeles, CA
- Up to $110,000 a year
- Full-time
- CRM software
- Ability to walk for extended periods
- High school diploma or GED
Quick Apply
Senior Client Associate
IMA Financial Group —Pasadena, CA
- $65,000 - $75,000 a year
- Mid-level
- Continuous improvement
- Mentoring
- Health savings account
- AD&D insurance
Quick Apply
4d
Senior Associate, Global Client Group (Independent Advisor Group)
Dimensional Fund Advisors —Santa Monica, CA
- $95,000 - $140,000 a year
- Full-time
- Hybrid work
- 5 years
- Business development
- Analysis skills
Senior Client Executive
IMA Financial Group —Pasadena, CA
- $160,000 - $180,000 a year
- Mentoring
- Senior level
- 10 years
- Health savings account
- AD&D insurance
Quick Apply
4d
Senior Associate, Fund/Client Accounting
The Bank of New York Mellon Corporation —Los Angeles, CA
- $56,000 - $102,000 a year
- Full-time
- CPA
- Office
- Bachelor's degree
Tax Senior Manager, Private Client Services
BDO —Los Angeles, CA
- $120,000 - $200,000 a year
- Full-time
- Management
- CPA
- Research
- Employee stock ownership plan
- Retirement plan
Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect
Crowe —Los Angeles, CA
- $142,900 - $301,300 a year
- Full-time
- 7 years
- Computer Science
- Mentoring
Quick Apply
8d

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Senior Associate – Private Client Services

Andersen -
Los Angeles, CA

Apply Now

Job Details

$98,900 - $124,400 a year

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
On-the-job training
Vision insurance
Life insurance

Qualifications

Research
Technical Proficiency

Full Job Description

Application Notice:

We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully—we recommend applying where you envision building your future.

The Firm:

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!

At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.

We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!

The Role:

Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Trusts and Estates.

Senior Associates can expect to:

Review and prepare complex tax returns;
Engage in the tax planning and consulting process;
Collaborate with engagement team to identify and research complex client issues and recommend solutions;
Provide regular updates to clients;
Assist in project management of compliance and consulting engagements;
Supervise, train and mentor Associates and Interns; and
Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, etc.

The Requirements:

2+ years of relevant tax experience;
Bachelor’s and/or relevant advanced degree (MAcc, MST, JD);
- Accounting, Finance, Economics or related (Preferred).
- Minimum GPA: 3.0.
Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD);
Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and
Proficient use of technology.

Compensation and Benefits

Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.

Salary Range: For individuals hired to work in Los Angeles, the expected base salary range for this role is $98,900 - $124,400. Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set.

Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers.

Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law.

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS

Apply Now

Refine Your Search

senior client services associate jobs in beverly hills, ca

Senior Associate – Private Client Services

Senior Associate | Client Services

Senior Premier Client Services Associate

J.P. Morgan Advisors - Senior Client Associate - Los Angeles, CA

Client Accounting and Advisory Services (CAAS) Senior Associate

Senior Associate, Institutional Client Group (APAC)

Senior Client Services Manager

Senior Client Associate

Senior Associate, Global Client Group (Independent Advisor Group)

Senior Client Executive

Senior Associate, Fund/Client Accounting

Tax Senior Manager, Private Client Services

Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect

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