- Robert Half Finance & Accounting (Los Angeles, CA)
- …with local, state, and federal regulations. * Coordinate with external tax advisors to manage international tax requirements and reporting obligations. * Oversee ... cash flow management to ensure the financial stability of the organization. * Build and maintain strong relationships with banking partners to optimize financial operations. * Support internal teams with financial insights to enhance decision-making processes.… more
- Robert Half Legal (Orinda, CA)
- …provide up-to-date advice. * Collaborate with other professionals, such as financial advisors , to create cohesive estate strategies. * Represent clients in legal ... proceedings related to estate planning, when necessary. Requirements * A minimum of 3 years of experience in estate planning or a related legal field. * Strong knowledge of estate law, including trusts, wills, and tax planning. * Proficiency in drafting estate… more
- WSP USA (Los Angeles, CA)
- …local communities, we are engineers, planners, technical experts, strategic advisors and construction management professionals. WSP USA designs lasting solutions ... in the buildings, transportation, energy, water and environment markets. With more than 15,000 employees in over 300 offices across the US, we partner with our clients to help communities prosper. www.wsp.com WSP provides a flexible and agile workplace model… more
- Bank of America (San Jose, CA)
- …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience… more
- WSP USA (San Diego, CA)
- …local communities, we are engineers, planners, technical experts, strategic advisors and construction management professionals. WSP USA designs lasting solutions ... in the buildings, transportation, energy, water and environment markets. With more than 15,000 employees in over 300 offices across the US, we partner with our clients to help communities prosper. www.wsp.com WSP provides a flexible and agile workplace model… more
- Cherry Bekaert (Sacramento, CA)
- …including recurring annual processes Talent, Performance Management and Development + Educate Career Advisors on the scope and impact of their role in developing and ... retaining talent; collaborate to deliver tailored training as needed. + Provide advice to leaders and employees on performance related concerns; including performance improvement, development of talent and succession planning. + Provide observations related to… more
- Deloitte (Sacramento, CA)
- …role ends on 7/31/2025. Work You'll Do Our Senior Consultants serve as trusted advisors to their clients in both the corporate and private equity space. M&A Human ... Capital (HC) Due Diligence (DD) Senior Consultants deliver client engagements that identify, design, and implement M&A services, with a focus on Organization Transformation and HR Strategy & Excellence. They play a critical role in assessing the… more
- Bank of America (Newport Beach, CA)
- …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience… more
- Citigroup (Glendale, CA)
- …launches. A PC will also work closely with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global ... Wealth's high net worth clients. A PC will manage the implementation of Citi Global Wealth investment products to identify unusual concentrations of individual products or sectors that deviate from Citi's recommended Asset Allocation and facilitate rebalancing… more
- BMO Financial Group (Modesto, CA)
- …RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our ... customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including… more