Trust Accounting Manager

No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial...

No Recruiters or phone calls, please. We will contact you if you are a potential match for the position.Trust OfficerSan Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial fiduciary...

No Recruiters or phone calls, please. We will contact you if you are a potential match for the position.Trust OfficerSan Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial fiduciary...

No phone calls or recruiters, please. We will contact you if you are a potential match for the position.Assistant Trust OfficerSan Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial...

No phone calls or recruiters, please. We will contact you if you are a potential match for the position.Assistant Trust OfficerSan Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial...

Job DescriptionJob DescriptionThe LS Trust Accounting Clerk position is an integral part of the daily operational and fiduciary accounting processes. This position will apply payments received via ACH, EFT, and by physical check from borrowers, lenders, and various other third parties, perform daily trust account reconciliations, perform adjustments on loan...

Job DescriptionJob DescriptionAccounting Assistant/Account Manager Job Description The main responsibilities of the Accounting Assistant/ Account Manager are to complete data entry for accounting documents in-house as well as to make sure PTA has acquired all necessary material from clients and to keep all client accounts current. This consist of such...

Job DescriptionJob DescriptionBookkeeping Assistant/Account Manager Job Description The main responsibilities of the Bookkeeping Assistant/ Account Manager are to complete data entry for accounting documents in-house as well as to make sure PTA has acquired all necessary material from clients and to keep all client accounts current. This consist of such...

Job Type Full-time Description Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local...

Special Needs Trust Advisor IIIThe Special Needs Trust Advisor III will be dedicated to the Special Needs Solutions Team. The candidate would be responsible for serving as a relationship manager on a book of business comprised of solely 1st & 3rd Party Special Needs Trusts, Settlement Preservation Trusts, Guardianships & Conservatorships. Candidates for this...

Special Needs Trust Advisor IIIThe Special Needs Trust Advisor III will be dedicated to the Special Needs Solutions Team. The candidate would be responsible for serving as a relationship manager on a book of business comprised of solely 1st & 3rd Party Special Needs Trusts, Settlement Preservation Trusts, Guardianships & Conservatorships. Candidates for this...

No phone calls or recruiters, please. We will contact you if you are a potential match for the position. Assistant Trust Officer San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly...

**Summary**: The Manager, Investments will play a pivotal part in the end-to-end investment process from initial due diligence through deal close. As a Manager you will collaborate with team members across the organization to support the execution and evaluation of strategic investment opportunities. **Responsibilities**: - Evaluate acquisition...

About Us:Our client is a prestigious CPA firm specializing in comprehensive financial solutions for high-net-worth individuals, families, and businesses. Position Overview:We are seeking a dynamic and experienced Account Manager to join our team in Brentwood, Los Angeles. The ideal candidate will have a solid background in business management, particularly...

About Us:Our client is a prestigious CPA firm specializing in comprehensive financial solutions for high-net-worth individuals, families, and businesses. Position Overview:We are seeking a dynamic and experienced Account Manager to join our team in Brentwood, Los Angeles. The ideal candidate will have a solid background in business management, particularly...

Managing Tax Partner. Must be in the L. A. area willing to work hybrid 2-3 days per week in the office. Prefer a 20+ years very seasoned partner who can run the tax department. Diverse industries of SEC and closely held clients including complex tax provisions and very high net worth individuals. Must be strong in practice development. Will consider...

ACCOUNT MANAGER- ( Los Angeles) Our client is a European manufacturer of ceramic slab surface products that inspire architecture and design communities around the world. Our client sets the trend for elegance, product performance and sustainability. The company is rapidly growing their team throughout the North American market and is actively seeking highly...

Our people are the heart of our business. As the world’s largest provider of thermal processing services, Bodycote employs thousands of highly skilled staff around the globe, some of the best engineers, scientists, and technicians in the industry. Come join our team! Summary This role is a direct report to the Regional Sales Manager and will be based in...

SUMMARY: Manage the West Retail accounts with a strong focus on growth and asset management while regularly monitoring and acting on account health. This position requires a strong blend of customer focus, autonomous work and exceptional communication skills, analytical acumen, and the ability to consistently drive results and push boundaries. This is a...

Key Responsibilities Include:Create, format, edit, proofread, and manage Word documents, Excel spreadsheets, and PowerPoint presentations. Draft routine correspondence, forms, etc. under the supervision of an appropriate lawyer/professional.Answer telephone and routine questions from clients and staff members and/or route calls to appropriate lawyer or staff...