- Scripps Health (San Diego, CA)
- …with Scripps Health for over 10 years. * Scripps is a Great Place to Work Certified company for 2025. * Scripps Health has been consistently ranked as a top employer ... the pipeline and in providing necessary stewardship to existing estate donors. The Scripps Health Foundation has the honor...a JD or industry certification such as a CSPG ( certified specialist in planned giving) * *Experience:* Experience in… more
- TevisHR (North Highlands, CA)
- Goodlife Inspections has been servicing the Sacramento area Real Estate market for over 40 years! We are currently looking to expand our Home Inspection Division. ... are an established company with majority ownership of Real Estate inspections in our service region. We often have...You can rely on our highly experienced team of certified professional inspectors to provide the details you need… more
- Cherry Bekaert (Sacramento, CA)
- …property tax strategies to optimize tax liabilities across the company's entire real estate portfolio. + Oversee the timely and accurate filing of all property tax ... leadership or senior role, preferably within a large real estate organization, public accounting firm, or a major corporation...in a fast-paced, dynamic environment. + Certifications such as Certified Member of the Institute (CMI), Certified … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in financial or estate planning within a wealth management setting + Certified Financial Planner (CFP) designation (required) + Expertise across estate , tax, ... client relationships and implementing holistic strategies + Advise on investments, estate , tax, insurance, and retirement planning + Prepare and present tailored… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Vocational Freedom Analysis. + Provide strategic recommendations across investment management, estate planning, tax planning, and risk management. + Review and ... Requirements Qualifications Education & Experience + Undergraduate degree required. + CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) designation required. + 4+ years of… more
- Robert Half Finance & Accounting (Buellton, CA)
- …treasury/bank accounts, trades, and settlements of stocks and bonds, and real estate and mutual fund transactions from third-party managers. * Evaluates enterprise ... filings, and compliance documentation. * Provides detailed analysis related to real estate finance, including asset performance and reporting. * Work on special… more
- Nelnet (Sacramento, CA)
- …with a growing and complex group of partnership investments, including real estate , renewable energy, infrastructure, and venture capital. As this portfolio and ... Controller and the Executive Director of Tax and Renewable Energy, Nelnet's real estate and venture capital teams, other tax professionals within and outside Nelnet,… more
- CBRE (Los Angeles, CA)
- …Consultants and Managers with assignments as well as the preparation of real estate . **What You'll Do:** + Assist with the appraisal workflow and data management, ... a minimum of three years of related experience and/or training. + Certified Appraisal Trainee License required + Excellent written and verbal communication skills.… more
- CBRE (San Bernardino, CA)
- …facility maintenance and management. As required by local authority (if required). Certified Safety Professional (CSP), Certified Industrial Hygienist (CIH), ... CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account… more
- Wells Fargo (Pasadena, CA)
- …and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * Closely held asset management * Real ... estate and loan asset management * Oil, gas and...Leadership experience **Desired Qualifications:** + Juris Doctor (JD) degree, Certified Financial Planner (tm) designation, Certified Trust… more