Banking and Financial Services Jobs in Santa Ana, CA
24 positions found — Page 2
Tax Manager to join our team in Newport Beach. This role will review and prepare tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns. Our firm values work-life balance and operates a paperless process. The role requires working in the office.
Responsibilities- Review and prepare federal and state income tax returns for individuals, partnerships, and corporations to ensure compliance and support tax planning.
- Develop tax strategies to help clients comply with tax regulations. Conduct budget and cash flow projections. Keep abreast of tax legislation changes and inform the team.
- Supervise, train, and mentor Tax preparer staff. Identify tax issues and provide solutions. Utilize tax laws to determine deductions for clients. Prepare and file tax documents with relevant agencies. Cultivate client relationships to enhance business growth.
- Preferred 8+ years' experience in a public accounting firm.
- Minimum 2 years of management experience. Proven client service and business development skills. Strong leadership and technical expertise. Commitment to the firm's growth and success. Interest in mentoring junior staff. Experience with tax preparation software.
- Current California CPA License or Master's Degree in Tax.
- Proficiency in Lacerte Tax Preparation and QuickBooks Software.
- Salary up to $150K plus performance-based bonuses and relocation assistance (if needed).
- 100% employer-paid medical, dental, and vision for employees. 3% company 401K matching with immediate eligibility. 10 days of Paid Time Off accrued yearly with 9 holidays for the 1st year. Flexible time off options, with a hybrid work model.
- Bonuses are based on performance.
- 401(k) matching 3%
- Bonus based on performance
- Competitive salary
- Dental & vision insurance
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
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**Job Description:
**We’re actively seeking a talented AVP – Chief Risk Officer, Workforce Benefits Division (“WBD”) to join the Pacific Life Risk Management team.
Pacific Life is headquartered in Newport Beach, CA; ideally this person will be based out of Newport Beach.
This role is hybrid, with 4 days in the office.The AVP – WBD Chief Risk Officer will play a key role in Pacific Life’s growth and long-term success.
This successful candidate will work directly with business partners and key stakeholders to support the execution of the new and growing WBD strategy and key initiatives and assess and mitigate key risks across the Division.How you’ll make an impact:
* Support the execution of the Workforce Benefits Division strategy to grow and scale a $1B revenue, profitable business in the Group Benefits market
* Work collaboratively with partners on a variety of new business and in force initiatives to identify, assess and mitigate key risks, including: + New product development + Rate development + Renewal strategies + Execution of Technology and Operations roadmaps
* Partner with Finance & Actuarial, Risk Management and WBD to tailor pricing and other risk policies and standards as needed for Group Benefits
* Oversee the implementation of underwriting and pricing methodologies, support assumption oversight and model risk governance activities within the Division
* Supervise operational risk management activities within the Division and coordinate 2nd lines of defense activities within the Division where needed (e.g., Risk, Compliance, CISO)
* Promote a risk-aware culture and drive consistent and effective management practices
* Develop and maintain division-level risk governance and reporting
* Remain engaged with the competitive landscape, providing an understanding of competitor risk practices to stakeholders
* Contribute to the development of enterprise-wide risk policies and standards and promote their adoption throughout the DivisionThe experience you will bring:
* 10+ years of relevant Actuarial/Risk Management experience within the Workforce/Group Benefits industry
* Strong understanding of how insurance, operational, and strategic risks manifest in group benefits products
* Strong analytical capabilities with ability to apply analytical/critical thinking background to new situations
* Self-starter who can be trusted to take ownership of their work product
* Understanding of insurer financials, including Statutory and GAAP accounting, as well as how those frameworks are represented in product pricing
* Strategic, creative, and broadly focused thinker with demonstrated ability to be persuasive and collaborativeWhat will make you stand out:
* Relevant credentials, including FSA or CFA, are a plus
* Consistent track record of effectively working with data to manage risk and process re-engineering, simplification, and streamlining
* Comfortable in ambiguity and an advocate for change
* Demonstrated ability to anticipate future consequences and trends accuratelyMore reasons to join:At Pacific Life, the work we do matters.
We work passionately each day to drive our company forward while enjoying job security, flexible scheduling, and great opportunities for career growth.You can be who you /lifeatpacificlife$230,000
- $268,000
**Base Pay Range:
**The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting.
The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location.
Also, most employees are eligible for additional incentive pay.
**Your Benefits Start Day 1
**Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs.
Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
* Paid Parental Leave as well as an Adoption Assistance Program
* Competitive 401k savings plan with company match and an additional contribution regardless of participation
**EEO Statement:
***Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability.
To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
*At Pacific Life, we believe that success comes down to our people.
That’s why we’re committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work.
Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose.
You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas.
Learn more about our .
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The company is seeking a Product Associate to assist with efforts on the Public Strategy Fixed Income product team. This position will work with and support the Product Strategy Group and the Fixed Income team covers our Multi-Sector and Credit Strategies. The Product Associate must build solid internal relationships and partnerships with Business Developments, Portfolio Managers, Account Associates and Account Managers across our Global Wealth Management and Institutional channels. This job will be based in Newport Beach.
Responsibilities- Support Product Strategists in delivering portfolio solutions for clients
- Lever the effectiveness of the Fixed Income Product Strategy team so that they can focus on strategy advice and implementation by supervising data/information coordination and analysis
- Work with the product strategy team to monitor and manage the project queue to help prioritize opportunities, follow up with AM’s to ensure continued connectivity and sustained involvement with clients
- Perform detailed portfolio research and quantitative analysis with Excel,, Bloomberg, and Business Query
- Perform risk management, attribution, market commentary, and other product analysis reports on a weekly/monthly/quarterly basis.
- Assist in the development of new products and funds
- Be an internal resource for client servicing and marketing groups for municipal related questions and inquiries.
- Ad Hoc research projects related to the municipal bond market
- Maintain marketing materials such as presentation books and other general education materials
- Assist with RFPs
- 1-2 years of Fixed Income experience
- Strong mathematical and quantitative abilities
- Strong production and results orientation
- Demonstrate the ability to organize and communicate information effectively in writing and interpersonal communications.
- Well organized, high energy level/self-starter, must work well in a team environment
- The ability to work effectively and professionally with all levels of personnel both internally and externally
- Enthusiasm for the financial markets and investment management
- Good Fixed income and/or derivatives investment knowledge base required
- Advanced knowledge of Excel and reasonable proficiency with Business Query, Bloomberg and other index provider systems (Yield Book, etc) preferred
- A major in Business/Finance, Economics, Mathematics, or Accounting preferred
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A private equity firm is seeking a Chief Financial Officer to lead one of its portfolio companies, which operates as a global manufacturer of electrical infrastructure products for industrial applications.
The client is looking to significantly scale the business to approximately $400 million within the next 4-5 years through both organic growth and strategic acquisitions.
The CFO will be responsible for enhancing cash flow discipline, optimizing working capital management, aligning operations, and overseeing mergers and acquisitions to drive long-term value creation.
The ideal candidate will be a senior financial leader with extensive experience in international manufacturing, specifically in private equity-backed environments.
Candidates should have held top financial roles in companies with $75 million to $200 million in revenue, or served as the number two financial leader in larger enterprises with $200 million to $600 million+ in revenue.
Required qualifications include a proven track record in international manufacturing, expertise in operational growth, and experience with mergers and acquisitions within private equity-backed companies.
This role requires a passionate leader with a drive for success, who can respect the company's heritage while steering it towards future growth.
The position demands a deep understanding of global manufacturing and a strong ability to execute financial strategies that contribute to business expansion.
The workplace is committed to diversity and equal opportunity, and all qualified candidates are encouraged to apply regardless of their background or protected status.
