- Robert Half Legal (Orinda, CA)
- Description We are looking for an experienced Estate Planning Attorney to join our team in Orinda, California. The ideal candidate will have a strong background in ... as irrevocable and revocable trusts, wills, and powers of attorney . * Advise clients on estate tax implications and...preparation of necessary tax forms. * Provide guidance on asset protection strategies and wealth transfer planning. * Conduct… more
- Robert Half Legal (Fresno, CA)
- …leasing, supporting key operations such as property acquisitions, lease negotiations, and overall asset management . The ideal candidate will excel in a dynamic ... Description We are looking for a skilled and experienced Attorney specializing in transactional real estate law to join our team in Fresno, California. This role… more
- Robert Half Legal (San Francisco, CA)
- …downtown SF (hybrid preferred; remote OK for very experienced practitioners). The Attorney is responsible for managing own caseload from start to finish, including ... premier family law practice representing clients in divorce proceedings, including high asset dissolutions and middle-class family clients). There are over a dozen… more
- Robert Half Legal (Stockton, CA)
- Description We are offering an opportunity for an experienced Attorney /Lawyer to join our legal team located in Stockton, California. This role is crucial in ... reviewing contracts, and advising clients on legal compliance issues. As an Attorney /Lawyer, your role is pivotal in maintaining business operations and ensuring all… more
- Wells Fargo (San Francisco, CA)
- …needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. ... * Philanthropic services. * Closely held asset management . * Real estate...in administering estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate… more
- Deloitte (San Diego, CA)
- …engagement teams and our Partners. + Day-to-day participation and leading project management and delivery of tax advisory and consulting services to the client. ... Specifically, they specialize in a wide variety of fixed asset centric tax services such as: Assisting Clients with...for CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Alternative Certification: + Project… more
- Deloitte (San Jose, CA)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree ... identify tax planning considerations, potential tax risks related to Client's fixed asset data, and identify potential cash tax savings; + Assisting Clients with… more
- AIG (Los Angeles, CA)
- …to guide clients in the return to work process and in medical management coordination. Working with Client Services, Claims and Underwriting, you support and educate ... clients in understanding and optimizing AIG's medical management programs and you identify opportunities to customize programs and integrate them into the claims… more
- Deloitte (Los Angeles, CA)
- …dependency status, monitor risks and issues to escalate, and execute day-to-day management activities. You'll oversee asset -level diligence and analysis on debt ... + Licensed Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up… more
- Deloitte (San Francisco, CA)
- …to understand financial services and products across an array of industries (banking, asset management , hedge funds, insurance) and how complex withholding tax ... to the largest financial institutions in the world, including numerous global banks, asset managers, hedge funds and insurance companies. Our team is leading the… more