Head of Digital Product, Private Client Services (PCS)
Capital Group
Capital Group seeks a Digital Product Director for Private Client Services (PCS) in Los Angeles to define the product vision and roadmaps for PCS digital platforms, including client websites, reporting, and advisor workspaces. You’ll partner with business, technology, data, and client experience teams to translate client needs into measurable outcomes. Lead agile delivery, governance, and adoption across PCS platforms, build a high‑performing team, and advance responsible AI, security, and #J-18808-Ljbffr Capital Group
$234.28k - $398.27k
...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-... ...existing skills and learn new ones As the PCS Digital Product Leader, you will define and execute... ...and capabilities supporting Private Client Services (PCS), including the responsible use...Private clientFull timeContract workTemporary workLocal areaFlexible hours$172k - $227k
...Long Beach City, CA / Santa Monica, CA / Las Vegas, NVTax - Private Client Services (PCS) /Full-time /HybridBPM - where caring and community is in... ....Manage multiple engagements and deliver high-quality products timely and efficiently.$172,000 - $227,000 a yearCompensation...Private clientFull timeSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours$172k - $227k
...questions that lead to innovation. As a Tax Director within BPM's Private Client Services (PCS) practice, you will serve as a strategic advisor to high-... ....Manage multiple engagements and deliver high-quality products timely and efficiently.$172,000 - $227,000 a year...Private clientSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours- ...Tax Manager - Private Client Services (PCS)Los Angeles, CAAbout AscendBacked by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources...Private clientFlexible hours
- ...EisnerAmper seeks a Tax Senior Manager to join the Private Client Services (PCS) practice in Pasadena, with a hybrid work model. You will supervise engagements, lead tax planning for ultra-high-net-worth clients, and contribute to business development and staff growth...Private clientPrivate practiceLocal area
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients... ...others on how to use all current software tools and PCS methodologySchedules and manages workload of associates and...Private clientWork at office
$175k - $225k
...tools you need to succeed and the autonomy to reach your goals. EisnerAmperis seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with thecapacityto efficiently oversee multiple client engagements while...Private clientTemporary workPrivate practiceWork at officeLocal area- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience... ...advanced tax research, and develops sound recommendations for PCS leadershipDevelops and expands your understanding of tax...Private clientPrivate practiceWork at office
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring... ..., consulting and compliance services tailored exclusively to high... ...Private Client Services (PCS) Tax team as a Tax Senior. The... ...to achieve goals, maintain productivity, and maximize utilization and...Private clientFull timeSummer workH1bWork at officeLocal areaFlexible hours$85k - $90k
...Lines Account Manager to join its growing Private Client team. This is an outstanding opportunity... ...insurance professional with experience servicing affluent and high-net-worth clients who... ...as CHUBB, PURE, Cincinnati, Vault, AIG/PCS, Mercury, Travelers, Safeco, Progressive...Private client- ...EisnerAmper is seeking an experienced Tax Director to join our Private Client Services (PCS) team in Iselin, California. The ideal candidate will have over 10 years of experience in tax compliance, focusing on individual and fiduciary taxation. This role requires strong...Private client
$200k - $300k
...Weaver, based in Los Angeles, seeks a Tax Director to provide tax compliance and planning services to high-net-worth clients. The role requires a CPA with at least 9 years of experience and a strong entrepreneurial spirit. The ideal candidate will lead new business initiatives...Private client- Capital Group seeks a PCS Digital Product Leader to define and execute the product strategy, roadmap, and delivery priorities for key digital products and capabilities in Private Client Services. You will partner with PCS leaders, technology, data, and AI teams to ensure...Private client
$185.11k - $314.68k
...values every day: Integrity, Client Focus, Diverse Perspectives, Long... ...their teams, advancing client service, business retention,... ...leadership forums, including the PCS Operating and Management Committees... ...matters.Oversees the execution of Private Client Services (PCS) projects...Private clientFull timeTemporary workLocal areaFlexible hours$250k
...63916064Posted: 2026-06-01Location: Beverly Hills, California, United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, MarketCompany: CitiThe Investment Counselor Principal is a strategic professional who closely follows latest trends in...Private clientFull timeLocal area$20 - $30 per hour
...Senior Client Services AssociateEast West Bank is currently seeking Senior Client Services Associate... ...will be responsible for supporting the Private Bankers and Private Client Advisors... ...facing support to provide financial products and services for private banking customers...Private clientFlexible hours- AllianceBernstein's Bernstein Private Wealth Management in Los Angeles invites ambitious students to join its Summer Internship. Interns... ...exposure to wealth and legacy planning for high-net-worth clients. Candidates should graduate between December 2027 and June 2028...Private clientSummer internship
$105.38k - $215.38k
...supporting our Global Employer - Japanese services group, you will: Serve as a trusted... ...with specialists when needed.Build strong client relationships through clear, thoughtful communication... ...serving high-net-worth individuals or private clients.Strong client communication and...Private clientWork at officeLocal area$98.9k - $124.4k
...global presence among professional services organizations. You'll embark... ..., working with extraordinary clients spanning every industry,... ...RoleSenior Associates in our Private Client Services practice, manage... ...and Interns; andReceive formal PCS and on the job training in daily...Private clientFull timePrivate practiceH1bLocal areaWork visa$138.3k - $172.8k
...extensive global presence among professional services organizations. You'll embark on a... ...ordinary, working with extraordinary clients spanning every industry, regardless... ...your success!The RoleManagers in our Private Client Services (PCS) practice oversee multiple engagement...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- EisnerAmper is seeking a Tax Senior Manager to lead Private Client Services, overseeing tax planning and compliance for ultra-high-net-worth individuals, with emphasis on hedge funds and family offices. The role involves client engagement, staff development, and cross-team...Private clientFlexible hours
- Tax Director - Private Client Services (PCS) We are seeking a Tax Director to join the Private Client Services (PCS) practice. The role will be based in one of our offices and will focus on delivering exceptional tax services to private clients. Responsibilities Review...Private clientWork experience placementPrivate practiceLocal area
- Our client, a regional firm, is seeking a Tax Director to fill an advanced technical position. This person needs to be knowledgeable... ...and S corps. Real estate, high-net-worth individuals, and private client services are preferred industries. This person should aim to produce...Private client
$141k - $290k
...Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high‑net‑worth individual clients and privately‑held...Private clientFlexible hours$265k - $320k
...Private Client Services AssociateDirect Counsel is seeking a Private Client Services Associate to join a premier Private Client Services practice in Los Angeles. This is an exceptional opportunity for an attorney interested in sophisticated estate planning, wealth transfer...Private clientTemporary workPrivate practiceWork at officeFlexible hours$70k - $110k
...requires EPIC, entertainment clients and business manager firm experience... ...expectations Actively service/retain existing accounts to mitigate... ...of 2 years’ experience in Private Client insurance, Possess... ...to clearly articulate these products/plans to clients and underwriters...Private clientFull timeRemote work$125k - $135k
...come with managing sophisticated, affluent clients and complex personal risk portfolios.... ...premier HNW carriers such as Chubb, PURE, AIG Private Client, Cincinnati, Travelers, and... ...Exceptional communication and white-glove client service skills ✔️ Active California P&C license...Private clientLocal area$100k - $110k
## Private Client Legal Assistant**Los Angeles,CA90067**Employment Type:PermJob Number: 25598... ...standard legal documents* Maintain organized digital and physical filing systems**Calendar &... ...)* Experience in private client services or estate planning support* Familiarity...Private clientWork at office$200k - $300k
...Weaver ExperienceWeaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals... ...tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal tax compliance and planning...Private clientImmediate startFlexible hours$39.2k - $72.9k
...United States of AmericaEmployment type: RegularCategory: Client Management & SalesIndustry: Real EstateSalary: 65000Posted:... ...different and how you can thrive as an Insurance Associate at MMA Private Client Services. Marsh McLennan Agency (MMA) provides business...Private clientMinimum wageWork at officeLocal areaFlexible hoursNight shift
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