- Bank of America (Los Angeles, CA)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Cherry Bekaert (Sacramento, CA)
- **Description** **Cherry Bekaert** has been proudly providing Accounting and Advisory services to our clients for over 75 years! We are seeking a **Property Tax ... to improve efficiency and accuracy. + Provide insights and recommendations to senior leadership on property tax matters. **Qualifications:** + Bachelor's degree in… more
- Grant Thornton (Los Angeles, CA)
- …licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a multinational, ... day-to-day may include: + Manage, develop, train, and mentor Senior Associates, Staff, and Interns on M&A projects and...effectively and efficiently + Work closely with our Transaction Services colleagues, focusing on the tax aspects of mergers… more
- Robert Half Office Team (San Diego, CA)
- …Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide ... range of responsibilities, including executive support, family office services , investment operations, and client service . This...Industry experience is a plus in wealth management or financial services sector. * Ability to perform… more
- CBRE (Sacramento, CA)
- Finance Programs Director - Commercial Pricing Job ID 220041 Posted 30-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest ... of the Advisory Operations & Strategy team which partners with senior leadership to implement short- and long-term strategic plans, working across business lines… more
- Charles Schwab (San Francisco, CA)
- …creative problem solving, helping us "challenge the status quo" and transform the financial services industry together. The Managing Director, Wealth Planning & ... sophisticated specialty planning like estate and tax planning capabilities, alongside core financial planning services and retirement income. + Foster a culture… more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- …we provide, the impact of the research we do, the comprehensive, life-saving medical services we provide, and the public service mission we are devoted to. ... researchers and staff; to engage a committed group of volunteers, donors, and advisory councils; to represent the Institute to the public, press, and policymakers;… more
- Sunrise Senior Living (Simi Valley, CA)
- **When you join Sunrise Senior Living, you will be able to use your unique skills to empower residents to live longer, healthier, and happier lives. Not only will ... and shed light on meaningful ways to serve, grow, and shine together.** **Sunrise Senior Living was again certified as a Great Place to Work(R) by Activated… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Associate - Financial Due Diligence A leading boutique advisory firm is seeking a highly motivated and detail-oriented Senior ... on high-impact mergers and acquisitions (M& A) projects, providing financial and accounting due diligence services to...values ownership, collaboration, and high performance. Role Overview The Senior Associate will play a key role in analyzing… more
- Sunrise Senior Living (Carmichael, CA)
- **When you join Sunrise Senior Living, you will be able to use your unique skills to empower residents to live longer, healthier, and happier lives. Not only will ... meaningful ways to serve, grow, and shine together.** **Sunrise Senior Living was again certified as a Great Place...of the Sunrise team, supporting our Mission, Principles of Service and Core Values is a fundamental part of… more