Registered Client Service Associate

Country Manager

Tax Lead

System engineer

Responsibilities: <ul><li>Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.</li><li>Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.</li><li>Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.</li><li>Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.</li><li>Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. </li></ul> Requirements: <ul><li>Bachelors degree or equivalent.</li><li>3 - 5 years relevant experience required.</li><li>Series 7 or ability to obtain within 150 days.</li><li>State securities agent registration (S63 or S66) or ability to obtain within 150 days.</li><li>Experience working in a client service environment.</li><li>Detail-oriented, strong math, and analytical skills. Good organization and time management skills.</li><li>Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.</li><li>Able to communicate with all levels within the organization. Process oriented and can work with a team.</li><li>Strong computer and software skills. Preferred Qualifications:</li><li>State IAR registration (S65 or S66) or ability to obtain within 150 days.</li><li>Life, Accident, and Health licenses &amp; Variable Contracts or ability to obtain within 150 days.</li></ul>

Responsibilities: <ul><li>Grow sales (volume &amp; value mix), market share and weighted distribution within scope.</li><li>Drive ABC strategic commercial plans including but not limited to: new market/channel entry, geo-expansion, direct-to-consumer, new product launches, cross-category promotions, distributor management, trade engagement/loyalty, promotion adherence, etc.</li><li>Build integrated business plans to drive sales within scope and engage all stakeholders for execution.</li><li>Optimize portfolio strategy (SKU/channel/area mix) to attain maximum value creation.</li><li>Build the “ABC” brand name to give consumers compelling reasons to choose our brand over competing brands</li><li>Lead top-to-top relationship management with key customers in both Retail &amp; Foodservice</li><li>Data-driven. Thoroughly understand SELL-OUT and SELL-IN data to derive insights &amp; identify opportunities to grow.</li><li>Ensure effective D&amp;A Management in both Retail &amp; Foodservice</li><li>Ensure accurate/correct monthly forecasts are submitted ahead of deadline with the objective/ intention to achieve the forecast accuracy target.</li></ul> Requirements: <ul><li>Bachelor’s Degree minimum</li><li>10 years’ minimum of Sales/ Marketing/ Business Development (FMCG/FMCG Distributor)</li><li>which covers both Retail &amp; Foodservice</li><li>Experience as Nation Sales Manager or related from MNC companies or global food &amp; beverages or consumer brands is preferable.</li></ul>

Responsibilities: Direct &amp; Indirect Tax Compliance: <ul><li>Lead monthly, quarterly and annual compliance for corporate income tax, TDS/TCS, GST and other indirect taxes.</li><li>Oversee preparation and filing of income tax returns, GST returns and related statutory filings within timelines.</li><li>Ensure accuracy of tax provisioning, reconciliations and workpapers for statutory and internal reporting.</li><li>International Taxation</li></ul> Transfer Pricing: <ul><li>Own transfer pricing policy and documentation (Master File, Local File), benchmarking studies and intercompany pricing reviews.</li><li>Manage TP audits, coordinate APAs/MAPs and defend positions before tax authorities.</li></ul> Audit, Assessments &amp; Dispute Management: <ul><li>Manage tax audits/assessments, prepare responses and coordinate with external counsel/advisors.</li><li>Track litigations, maintain position papers, risk assessments and provisions as required.</li></ul> Advisory &amp; Controls: <ul><li>Provide tax inputs for business initiatives, contracts, M&amp;A, restructurings and product pricing.</li><li>Implement and maintain tax policies, internal controls and SOPs to mitigate risk.</li></ul> Process, Team &amp; Stakeholder Management: <ul><li>Coordinate with accounting, payroll and legal for information and cohesive execution.</li><li>Communicate tax positions and risks to finance controller and tax head</li></ul> Requirements: <ul><li>Chartered Accountant (CA) with 8–10 years progressive experience in India taxation covering direct tax, GST, international tax and transfer pricing.</li><li>Proven experience in a corporate tax function, Big Four or reputable tax advisory firm.</li><li>Experience handling tax audits, assessments, litigation support and interactions with tax authorities.</li><li>Experience with tax provisions under Ind AS/IFRS preferred.</li><li>Having certifications related to taxation is a plus</li><li>Excellent communication skills (written and verbal); fluent in English</li><li>Detail-oriented with a high sense of urgency and exceptional organizational skills</li><li>Excellent interpersonal and conflict management skills with the ability to operate with a team, customer service, and leadership mentality</li><li>Ability to effectively lead, manage, and prioritize multiple projects, while operating in a fast-paced, complex global organization with shifting schedules and priorities</li><li>Solid working experience and knowledge of SAP, BI tools and office software (Excel).</li></ul>

Responsibilities: <ul><li>Provide application L1/L2 support and system checks (CPU, disk usage, logs, services)</li><li>Troubleshoot and resolve system and application issues, and provide on-site technical support to ensure timely resolution and minimal disruption to business operations</li><li>Monitor application health and system alerts, escalating issues as needed</li><li>Log incidents and service requests in the ticketing system, ensuring timely resolution</li><li>Coordinate with L3 teams and vendors for issue escalation and follow-up</li><li>Perform routine maintenance tasks, such as application updates, patching, and backups</li><li>Maintain clear documentation of issues, fixes, and procedures</li><li>Participate in system testing, deployment, and post-deployment support activities</li><li>Assist in user access management and configuration </li><li>Requirements:</li><li>Diploma/Degree in Electrical Engineering, Computer Science, Communications Engineering or equivalent</li><li>Minimum 2 years in application maintenance, support or server infrastructure setup</li><li>Experience participating in Kubernetes cluster projects, with proficiency in using relevant commands to check application logs</li><li>Experience with at least two of the following Virtualization Technology/Platforms: VMware, Xen, KVM, OpenStack, Cloud Stack, Azure Stack</li><li>Experience with cloud orchestration, configuration management and auto-scaling techniques</li><li>Thorough knowledge of networking, routers, switches, and WiFi setup</li><li>Hands on experience in deploying ceph using different file system such as object storage, rbd, cephfs storage</li><li>Good knowledge of storage technologies, such as NAS, SAN, SDS</li><li>Experience with automation tools such as Salt/Chef/Puppet/Ansible</li><li>Experience with load balancing setup for TCP/IP, HTTP, DNS, routings.</li><li>Experience in using software version control</li><li>Knowledge of IT security standards, for instance from CIS or IM8.</li><li>Experience in IT security policy management and enforcing IT security</li><li>Knowledge of computer hardware components and ability to restore faulty servers to working condition.</li><li>Experience in coding or scripting languages such as bash, windows batch script, powershell, perl, python, etc.&nbsp;</li></ul>

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4 san diego Jobs found

Registered Client Service Associate

Country Manager

Tax Lead

System engineer

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4 san diego Jobs found

Registered Client Service Associate

Country Manager

Tax Lead

System engineer

WhiteCrow WhiteCrow is on a mission to connect companies with the best talent across the globe.

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TALENT

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Contact Us

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WhiteCrow
WhiteCrow is on a mission to connect companies with the best talent across the globe.