- AON (San Francisco, CA)
- …Compensation Advisory practice. As a Partner, you will balance multiple client engagements, establish relationships with Compensation Committees and senior business ... leaders to generate revenue, and lead client teams in the delivery of high-quality ...the world. As an organization, we are united through trust as one inclusive team and we are passionate… more
- Grant Thornton (Los Angeles, CA)
- …sales/use taxes, property taxes, employment taxes and unclaimed property + Exceptional client service and communication skills with a demonstrated ability to ... empowered by high quality tools and resources to meet client needs and help you achieve more, confidently. Your...effectively and efficiently + Work closely with our Transaction Services colleagues, focusing on the tax aspects of mergers… more
- City National Bank (Palo Alto, CA)
- …levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service . * Maximize client contact - networking & being ... will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings. Will have a… more
- Comerica (San Diego, CA)
- …navigating internal territory concerns by finding the best solution for the client ; orchestrating the appropriate providers; and addressing service issues where ... high performing book of business and being accountable for the success of the client relationship. What we can offer you Comerica Funded Retirement Plan and 401(K)… more
- Umpqua Bank (San Jose, CA)
- …clients include: deposit, cash management, credit, investment management, and trust services . + Business development of client relationships. + Engage with ... investments, trust , financial planning, and other wealth services . + Manage and review client relationships...expert. + Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. + Takes… more
- BMO Financial Group (Los Angeles, CA)
- …by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust /investment and cash management. + Participates ... management services . + Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate… more
- Moss Adams LLP (Walnut Creek, CA)
- …Staff in client engagement management and technical expertise in individual, trust , partnership, corporate , federal, state, local and foreign tax returns, ... of 4 years supervising and training experience + Subject matter expert in corporate , partnership, individual or trust and estate taxation required; prior… more
- US Bank (Woodland Hills, CA)
- …is the fifth-largest commercial bank in the United States. The Institutional Client Group (ICG) is the relationship-management team that serves our largest clients ... - ranging from $25MM in annual revenue to large corporate institutions - delivering solutions from across the bank to help companies meet their business goals. ICG… more
- Grant Thornton (Los Angeles, CA)
- …more, confidently. Your day-to-day may include: + Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, ... identify optimal filing options, exemptions, credits and incentives, and corporate structures that can reduce the client 's...client 's tax burden + Consult, work with, and service client to make recommendations on business… more
- BlackRock (San Francisco, CA)
- …Inc. ("BlackRock") and a nationally-chartered bank that provides investment management, trust and other fiduciary services for institutional clients. Its ... premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world.… more
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