Top 210 Tax specialist Jobs in Placentia Ca

Member Services Specialist
SchoolsFirst FCU —Placentia, CA
- $33.51 - $50.27 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
Patient Services Specialist - OBGYN
Providence —Fullerton, CA
- $25.00 - $34.41 an hour
- Full-time
- Clinic
- Fair chance
- Outpatient
- Paid parental leave
- Paid holidays
2d
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
7d
Patient Services Specialist - Internal Medicine
Providence —Yorba Linda, CA
- $25.00 - $34.41 an hour
- Full-time
- Internal Medicine
- Clinic
- Fair chance
- Paid parental leave
- Paid holidays
7d
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
13d
Patient Services Specialist - Gastroenterology
Providence —Fullerton, CA
- $25.00 - $34.41 an hour
- Full-time
- Clinic
- Fair chance
- Entry level
- Paid parental leave
- Paid holidays
2d
Specialist, Service Development
ISUZU NORTH AMERICA CORPORATION —Anaheim, CA
- $65,218 - $81,523 a year
- Computer science
- Computer Science
- Mid-level
- Wellness program
- AD&D insurance
Quick Apply
13d
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
9d
Tax Support Specialist
Mercer Advisors —Newport Beach, CA
- $31 - $36 an hour
- Weekends as needed
- Hybrid work
- Microsoft Outlook
- Customer service
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Member Services Specialist (Bilingual - Korean)
Astiva Health —Orange, CA
- $25 - $28 an hour
- Full-time
- Background check
- Mid-level
- Fair chance
- Health insurance
- Dental insurance
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
Sr. Client Service Specialist
Cathay Bank —Los Angeles, CA
- Full-time
- Word processing
- English
- High school diploma or GED
- Health savings account
- Disability insurance
Quick Apply
Surplus Lines Tax Filings Specialist
WAHVE —Los Angeles, CA
- $25 - $30 an hour
- Part-time
- Remote
- Research
- Senior level
- Commercial
- Health insurance
- 401(k)
Resident Service Specialist
Pacific Housing Inc —Anaheim, CA
- $19 - $21 an hour
- Part-time
- Microsoft Word
- Clean driving record
- Microsoft Excel
Support Services Specialist
Chase Foundation, A Vocationally-Driven Program —Fullerton, CA
- $19 - $23 an hour
- Part-time
- Background check
- Classroom
- Serving
Quick Apply
Client Service Specialist
Cathay Bank —Los Angeles, CA
- $20 - $22 an hour
- Full-time
- Word processing
- English
- High school diploma or GED
- Health savings account
- Disability insurance
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
Optician / Customer Service Specialist
JINS Eyewear US, Inc. —Arcadia, CA
- $21 - $26 an hour
- Weekends as needed
- Background check
- Sales
- English
- Health insurance
- Dental insurance
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
2d

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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 placentia ca

Member Services Specialist

Patient Services Specialist - OBGYN

Tax Specialist I-Audit

Claims Resolution Specialist (Customer Service)

Patient Services Specialist - Internal Medicine

Specialist, Service Development

Patient Services Specialist - Gastroenterology

Specialist, Service Development

Student Services Specialist

Tax Support Specialist

Member Services Specialist (Bilingual - Korean)

Member Services Specialist (Bilingual - Chinese)

Sr. Client Service Specialist

Surplus Lines Tax Filings Specialist

Resident Service Specialist

Support Services Specialist

Client Service Specialist

Tax Resolution Specialist

Optician / Customer Service Specialist

Order Operation Specialist & Customer Service

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