Top 479 Client advisor Jobs in San Dimas Ca

Certified Public Accountant
Xel Advisors, Inc. —Ontario, CA
- $85,000 - $110,000 a year
- Full-time
- Bilingual
- Management
- CPA
- Continuing education credits
- Health insurance
Quick Apply
Wealth Management Assistant
Brand Financial Services —Corona, CA
- $28 - $35 an hour
- Part-time
- Background check
- Mid-level
- Office
- 401(k)
- Paid time off
Quick Apply
Financial Services Management Trainee/ Southern California Applicants Only
New York Life —San Dimas, CA
- $70,300 - $150,000 a year
- Full-time
- Sales
- Office
- Finance
- AD&D insurance
- Disability insurance
Quick Apply
Tax Expert - Expert Center (West)
Intuit —Ontario, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Experience Service Advisor
Envision Motors Chrysler Dodge Jeep Ram —West Covina, CA
- $9,000 - $15,000 a month
- 8 hour shift
- Spanish
- Sales
- Dealership
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
Taos Global Group Inc —San Gabriel, CA
- $20,000 - $60,000 a year
- Bilingual
- Bachelor's degree
- In-person
Quick Apply
Senior Sales Account Executive
OEC Group —Cerritos, CA
- $80,000 - $120,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Financial Professional/Fast Track to Management
New York Life Insurance Company —San Dimas, CA
- $51,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Mentoring
- AD&D insurance
- Disability insurance
Quick Apply
Tax Expert - Expert Center (West)
Intuit —Pasadena, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Insurance Sales Representative - Earn Up to $150k+
American Legacy —West Covina, CA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Sales Account Executive
OEC Group —Cerritos, CA
- $45,000 - $80,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Retirement Plan Specialist
Employee Benefits Group —California
- From $60,000 a year
- Contract
- Remote
- Microsoft PowerPoint
- Microsoft Excel
- Sales
- Professional development assistance
- Flexible schedule
Quick Apply
Financial Advisor
WestPac —Downey, CA
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Patent Licensing & Transactions Attorney (Comp. Science / Elect. Engineer
Latitude Legal —Pasadena, CA
- $140,000 - $220,000 a year
- Full-time
- Computer Science
- 5 years
- Business development
- Health insurance
- Dental insurance
Construction Health and Safety Specialist
Reliance Safety Consultants, Inc. —Los Angeles, CA
- $62,400 - $124,800 a year
- Full-time
- Pass drug screening
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
13d
Senior Tax Manager - Hybrid - Path to Equity Partner
Everforth, Cybercoders —Brea, CA
- $180,000 - $225,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- US work authorization
- Health insurance
- Dental insurance
Financial Advisor
Edward Jones —Orange, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Preplanning Sales Advisor
Envision Strategic Partners —Montebello, CA
- $50,000 - $70,000 a year
- Full-time
- Spanish
- Driver's License
- Criminal background check
- Flexible schedule
Quick Apply
Auto General Liability Associate Counsel
Travelers —Diamond Bar, CA
- $85,600 - $141,200 a year
- Customer service
- Writing skills
- Mid-level
- Wellness program
- Paid holidays
Senior Trial Attorney
Travelers —Diamond Bar, CA
- $132,800 - $219,100 a year
- 7 years
- Writing skills
- Driver's License
- Wellness program
- Paid holidays
14d

I want to receive the latest job alert for client advisor in san dimas 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

client advisor jobs near san dimas ca

Certified Public Accountant

Xel Advisors, Inc.
Ontario, CA

Quick Apply

Job Details

Full-time
$85,000 - $110,000 a year

Benefits

Continuing education credits
License reimbursement
Health insurance
401(k)
Paid time off
401(k) matching
Opportunities for advancement

Qualifications

CPA
Spreadsheets
Bachelor's degree
GAAP
Tax preparation software

Full Job Description

About Xel Advisors, Inc.

Xel Advisors, Inc. is a full-service accounting and advisory firm serving individuals and businesses across the Inland Empire and greater Los Angeles area. We provide tax, accounting, and advisory services that help our clients stay compliant, plan ahead, and make sound financial decisions. We are looking for a licensed CPA to join our team and take ownership of client engagements across tax, financial reporting, and compliance.

Position Summary

The CPA will manage a portfolio of individual and business clients, handling the full scope of tax preparation and review, financial statement preparation, and ongoing compliance work. This is a client-facing role that combines technical accounting depth with direct advisory responsibility. The ideal candidate is a licensed CPA who can work independently, review the work of junior staff, and serve as a trusted point of contact for clients.

Key Responsibilities

Prepare and review federal and state income tax returns for individuals and businesses (C-corp, S-corp, partnership, LLC, sole proprietor).
Prepare and review financial statements, including Profit & Loss statements and Balance Sheets, in accordance with applicable standards.
Manage sales tax filings and compliance, including CDTFA reporting and remittance.
Handle business license applications, renewals, and related municipal filings.
Develop and implement tax planning strategies to minimize client tax liability and support long-term financial goals.
Advise clients on tax, accounting, and general financial matters throughout the year, not only at filing deadlines.
Perform account reconciliations, adjusting journal entries, and month-end/year-end close support.
Respond to and resolve notices and inquiries from the IRS, FTB, CDTFA, and other taxing authorities.
Review work prepared by staff accountants and provide guidance and mentorship.
Maintain accurate, well-documented workpapers and ensure engagements are completed accurately and on time.
Stay current on changes to federal, California, and local tax law and accounting standards.

Required Qualifications

Active CPA license (California) in good standing.
Bachelor's degree in Accounting, Finance, or a related field.
3+ years of relevant experience in public accounting or a comparable role covering tax and financial reporting.
Strong working knowledge of federal and California tax law, GAAP, and general accounting principles.
Proficiency with accounting and tax software (e.g., QuickBooks, and a professional tax package such as Lacerte, ProSeries, UltraTax, or Drake).
Advanced Microsoft Excel skills.
Strong analytical, organizational, and communication skills.
Ability to manage multiple client engagements and deadlines independently.

Preferred Qualifications

Experience in a small-to-mid-size CPA firm or advisory practice.
Experience managing sales tax and business license compliance across multiple jurisdictions.
Experience mentoring or reviewing the work of junior staff.
Bilingual (a plus, depending on client base).

What We Offer

Competitive salary in the $85,000–$110,000 range, based on experience.
Health benefits and paid time off.
Professional development support, including CPE and license renewal.
A collaborative team environment with direct client responsibility and room to grow.

Xel Advisors, Inc. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment offers are contingent upon verification of an active CPA license and applicable background checks.

Pay: $85,000.00 - $110,000.00 per year

Benefits:

401(k)
401(k) matching
Continuing education credits
Health insurance
License reimbursement
Opportunities for advancement
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in san dimas ca

Certified Public Accountant

Wealth Management Assistant

Financial Services Management Trainee/ Southern California Applicants Only

Tax Expert - Expert Center (West)

Experience Service Advisor

Financial Advisor

Senior Sales Account Executive

Financial Professional/Fast Track to Management

Tax Expert - Expert Center (West)

Insurance Sales Representative - Earn Up to $150k+

Sales Account Executive

Retirement Plan Specialist

Financial Advisor

Patent Licensing & Transactions Attorney (Comp. Science / Elect. Engineer

Construction Health and Safety Specialist

Senior Tax Manager - Hybrid - Path to Equity Partner

Financial Advisor

Preplanning Sales Advisor

Auto General Liability Associate Counsel

Senior Trial Attorney

I want to receive the latest job alert for client advisor in san dimas ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected