- Deloitte (Los Angeles, CA)
- …who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of ... Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- Deloitte (Costa Mesa, CA)
- …opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've ... Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- Umpqua Bank (Sacramento, CA)
- …client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. ... to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance with all bank...Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of… more
- JPMorgan Chase (Palo Alto, CA)
- …Morgan Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be able to communicate that knowledge in a simple, non-technical ... of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position...4-year college degree and either JD, LLB, CPA or CFP + 5 plus years of practice as a… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …+ Assist in developing and executing financial plans across retirement, tax, estate , and risk management. + Support senior advisors in client acquisition and ... 5 years of experience in financial planning or investment advisory. + CFP (R) designation required. + Strong interpersonal and communication skills. + Growth mindset… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … planning within a wealth management setting + Certified Financial Planner ( CFP ) designation (required) + Expertise across estate , tax, retirement, insurance, ... 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 ... + Undergraduate degree required. + CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) designation required. + 4+ years of experience for...years for Lead Advisor role, preferably in financial or estate planning. Skills & Attributes + Expertise in … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …management plans + Coordinate across disciplines including investment management, estate planning, tax strategy, risk management, and general financial planning ... Rosario - I'd love to connect! Requirements Qualifications: + Bachelor's degree required; CFP (R) designation is mandatory + Minimum of 6 years of experience in… more
- Guardian Life (Sacramento, CA)
- …funds and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as 1120/1120S/1065 ... sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable planning… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Responsibilities + Lead the development and execution of personalized financial plans, estate strategies, cash flow analyses, and investment reviews. + Serve as a ... through complex planning topics including investment management, tax strategies, estate and philanthropic planning, and intergenerational wealth transfer. +… more