Client Services Lead, Finance & Advisory
KTC Search
KTC Search is seeking a Business Manager in Los Angeles. This leadership role involves overseeing multiple client account teams while delivering exceptional financial services. The ideal candidate will have a background in public accounting or professional services and hold a bachelor's degree in a relevant field. The Business Manager will engage closely with clients and manage team development to ensure high-quality service delivery and client satisfaction. This position offers an opportunity to make a significant impact within a growing organization. #J-18808-Ljbffr KTC Search
$79.8k - $168k
Job Summary:The Tax Manager, Transaction Advisory Services is an essential team member that will... ...engagements are executed timely and that client expectations are met, if not exceeded... ...degree, required; major in Accounting, Finance, Economics, or Statistics, preferredJuris...Suggested- Job SummaryThe Managing Director, Risk Advisory Services will work under the direction of a Partner... ...high value solutions to multiple clients in the areas of Internal Auditing and internal... ...:Bachelor’s degree in Accounting, Finance, Management Information Systems, or Business...SuggestedContract workWork at office
$217k - $256k
...the western region. Serving clients since 1959, SingerLewak has developed... ...industry. Providing the services of a large firm with a... ...in the Firm. Directors play a lead role in maintaining client relationships... ...and interviews Assurance and Advisory candidates when needed....SuggestedWork at officeLocal areaWork from homeNight shift$140k - $167k
...the western region. Serving clients since 1959, SingerLewak has developed... ...industry. Providing the services of a large firm with a... ...for the Firm. Managers play a lead role in maintaining client relationships... ...for assigned Assurance and Advisory engagements; responsible for...SuggestedWork at officeLocal areaWork from homeNight shift$78.97k - $126.14k
LEAD ACCOUNT OFFICER WHAT IS THE OPPORTUNITY? Leads the client and operational services activities of the Commercial, Specialty or Corporate Banking Division Services units. Oversees the risk associated with the operational aspects of client relationships and their business...Suggested$88.9k - $168.3k
...We are the leading provider of professional services to the middle market globally, our purpose... ...change, empowering our clients and people to realize... ...so, RSM's Accounting and Finance Consulting (AFC) practice... ...with a focus in Financial Advisory. Changing economies, new...Work experience placementInternshipLocal area$100.7k - $153.55k
...lawyers and professionals serving clients in major centers of business, finance, technology, and government in Boston... ...been recognized for its leading practices in many areas, including... ...employer. Overview The Desktop Services Team Lead will report to the Desktop...$250k - $350k
...Managing Director, Transaction Advisory Services is an essential team member... ...to grow the practice and will lead teams responsible for... ...build and manage significant client relationships (new and existing... ...required; major in Accounting, Finance, Economics, or Statistics, preferred...Work at officeWorldwide- Crowe is hiring for Tax Accounting Services within our Tax Function Solutions team in the Los Angeles area. The role focuses on income tax provision, compliance, and advisory work for clients across industries, leveraging OTP software and cross-functional collaboration...Remote work
$179k - $262k
...Senior Manager, Transaction Advisory Service We are currently searching... ...advisory services to our clients to meet their complex financial... ...You want to work for a leading CPA advisory firm that serves... ...bachelor's degree in accounting, finance or related ~ Certified...Shift work$200k - $300k
...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... ...strong entrepreneurial spirit. The ideal candidate will lead new business initiatives and develop team members. The position...$155k - $175k
...Assurance Senior Manager, Risk Advisory Services is responsible for managing... ...value solutions to multiple clients in the areas of Internal... ...engagement realization, as needed Leads assigned client engagements... ...’s degree in Accounting, Finance, Information Systems, or Business...Contract workWork at office- A financial advisory firm is seeking a Director of Finance Advisory to lead high-impact client engagements and oversee a $2M+ portfolio. In this role, you will manage a high... ...finance with proven leadership in client services and business growth. #J-18808-Ljbffr ConfidentialRemote jobFlexible hours
- ...Director to support our Southern California offices. This role contributes at the highest level in the tax field, guiding client advisory, service advocacy, relationship development and leadership. The role requires 10+ years in public accounting tax, CPA licensure, and...
$124k - $280k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior ManagerJob... ...practice, you will focus on advising clients on complex accounting advisory and... ..., acquisitions, and restructuring- Leading teams in the preparation and review of...Full timeH1b$99k - $232k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelManagerJob Description... ...markets topics. You will advise clients on complex accounting advisory and... ...'s value. As a Manager, you will lead teams and manage client accounts, focusing...Full timeH1b$124k - $280k
...Deals - Capital Markets Accounting Advisory Services - Senior Manager The Opportunity As a Deals... ...practice, you will focus on advising clients on complex accounting advisory and... ...mergers, acquisitions, and restructuring Leading teams in the preparation and review of...- ...Schwab is looking for a Sr. Manager, Wealth Advisor in Los Angeles to manage client relationships and provide tailored financial guidance. This role emphasizes collaboration with an advisory team to help clients navigate complex financial landscapes. The ideal candidate...
- A leading professional services firm in Los Angeles is seeking a Manager for its Accounting and Finance Consulting practice focusing on Financial Advisory. This role involves managing client engagements, providing technical guidance, and supervising team members. Ideal...Flexible hours
$101k - $203k
We are the leading provider of professional services to the middle market globally, our purpose... ...change, empowering our clients and people to realize... ...in support of strategic finance, FP&A, and transaction-related... ...in a consulting, advisory, banking, or corporate environment...Full timeWork experience placementInternshipLocal area$131.01k - $251.97k
The KPMG Advisory practice is at the forefront of transformation... ...facility, and leading market tools, we help... ..., Accounting Advisory Services in Accounting Advisory... ...advisory support to clients, including implementation... ...capital raising and financing structures, financial...H1bLocal area- RSM US LLP is seeking a Manager in Accounting and Finance Consulting (AFC) focused on Financial Advisory. You will manage multiple engagements, supervise staff... ...to provide technical accounting guidance to clients across industries. Expect travel up to 25% and opportunities...
- ...Tax Department in Los Angeles is seeking a Commercial Tax Services Director to lead high‑level tax engagements in a hybrid role based in Woodland... ...will oversee returns, workpapers, projections, and client service, while expanding services and developing new business...
- Brett Fisher Group, LLC is seeking Transaction Advisory Managers in Los Angeles, California. The role requires strong technical accounting expertise and the ability to manage complex financial projects for pre-IPO and public companies. Candidates should have a background...Full time
- ...in Los Angeles, CA. This role involves client delivery, leading teams, and contributing to business... ...Candidates should have over 8 years of advisory and controllership experience, ideally... ...A Bachelor's degree in Accounting or Finance is required, along with CPA or CA certification...
$26 - $31 per hour
...Client Care Representative Lead Title : Client Service Representative Reports to : CSR Supervisor Summary : The Client Care Representative is the client’s first contact when calling or visiting the practice and as such, represents the professional...Full timeWork at officeDay shiftAfternoon shift- RR Donnelley is seeking an Office Service Supervisor to lead day-to-day operations, manage a team, and maintain strong client relationships in a fast-paced environment near Los Angeles. The role emphasizes service excellence, efficient labor/resource use, and adherence...Work at office
- Catholic Charities of Los Angeles, Inc. is seeking a Client Services Regional Coordinator in El Monte, CA. This Regular Full Time role coordinates client services, financial and environmental assistance programs within a region, and may supervise staff and volunteers. The...Full time
- O'Neil Digital Solutions, LLC is seeking a Client Services Manager to support the Strategic Relationship Manager and Lead Client Services Manager in the day‑to‑day management of client’s business activities, and will be responsible for internal job production SLA monitoring...
- United Business Bank is seeking a Client Service Manager I to lead onsite branch operations, including Teller and New Account duties, ensuring accuracy and adherence to policy. The role emphasizes cross-selling, staff training, and exceptional client service. You will...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Lead, Finance & Advisory. Be the first to apply!
- service lead Los Angeles, CA
- member services coordinator Los Angeles, CA
- service coordinator Los Angeles, CA
- family service coordinator Los Angeles, CA
- resident service coordinator Los Angeles, CA
- early intervention service coordinator Los Angeles, CA
- service team leader Los Angeles, CA
- food service coordinator Los Angeles, CA
- remote customer service chat Los Angeles, CA
- inbound customer service Los Angeles, CA


