- Umpqua Bank (Sacramento, CA)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and retain ... solutions. + Speak to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance with all bank regulations for… more
- Robert Half Finance & Accounting (Walnut, CA)
- …you will oversee financial processes related to private equity investments and estate planning , ensuring compliance, accuracy, and timely reporting. This ... and track cash flow for trust-related financial activities. * Assist with estate planning and monitor investments across various entities and partnerships.… more
- CanACRE (Los Angeles, CA)
- …Perform other duties as assigned. QUALIFICATIONS Education + Post-secondary degree in planning , real estate , energy or environment or related disciplines. ... that promotes inspired and empowered team members who make an impact. The Planning Manager, Transmission and Right of Way will be responsible for evaluating federal,… more
- Leidos (Sacramento, CA)
- …Minimum of 5 years of relevant experience in facilities management, operations, or real estate planning . + Minimum of 2 years of experience supervising or ... (CFM), or other related certifications. + Experience in corporate real estate , office space planning , and long-range facilities planning . + Strong budgeting… more
- Umpqua Bank (Irvine, CA)
- …complex client financial needs. This position requires expertise in simple to intermediate estate planning , tax planning and advanced investment management. ... and portfolio management, private banking, and wealth management skills. + Intermediate estate planning , tax, advanced investment management skills. + CFP, CIMA,… more
- Robert Half Legal (Los Angeles, CA)
- …seeking an attorney with 1+ years of experience in probate, trust administration, or estate planning . This role can be hybrid or 100% remote for California-based ... State Bar + 1+ years of experience in probate, trust administration, or estate planning + JD from an ABA-accredited law school For immediate consideration for… more
- Robert Half Legal (Pasadena, CA)
- …experienced attorney to join a well-established firm in Pasadena, California, specializing in estate planning and trust administration. In this role, you will ... the state of California. * Minimum of 3 years of experience in estate planning , probate, and trust administration. * Strong expertise in handling cases involving… more
- Fox Rothschild LLP (San Francisco, CA)
- …(including but not limited to corporate, litigation, bankruptcy, labor & employment, tax, real estate , estate planning , estate administration, trust ... planning , trust administration, and intellectual property matters) and define relationships within the conflicts-of-interest system. + Determine when it is appropriate and/or necessary to escalate an issue to the Conflicts Counsel, or the General Counsel's… more
- Deloitte (Los Angeles, CA)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Robert Half Legal (Los Angeles, CA)
- …[dot] Graham [at] RobertHalf [dot] [com] Requirements + 5+ years of estate planning , probate administration or trust administration experience + bachelor's ... to high-wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with...returns * Direct dealings with financial institutions to collect estate assets * Handle administration of decedent's assets with… more