- Robert Half Legal (Sacramento, CA)
- …legal guidance on business and real estate transactions, corporate governance, tax planning , and estate planning . * Draft and review contracts, ... We are looking for an experienced and versatile Corporate Attorney to join our team in Sacramento, California. This...in business and real estate transactions, tax planning , estate planning , and intellectual… more
- Robert Half Legal (Mountain View, CA)
- …aligning with their financial objectives. This position requires exceptional expertise in estate planning , tax strategies, and wealth management to deliver ... and knowledgeable team. * Maintain expertise in tax implications, estate planning , and succession strategies to inform...attorney with a strong background in trust and estate law. * Comprehensive understanding of tax implications related… more
- Columbia Bank (Santa Barbara, 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
- Deloitte (Sacramento, 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
- Deloitte (Sacramento, 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
- Deloitte (Fresno, CA)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of… more
- Deloitte (Sacramento, CA)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of… more
- City National Bank (Irvine, CA)
- *INDUSTRY CLOSING MANAGER - Commercial Real Estate * *San Francisco or Walnut Creek, CA. * WHAT IS THE OPPORTUNITY? The Industry Closing Manager (ICM) is the leader ... with Clients, Relationship Managers and Credit staff * Determine if internal or attorney prepared documents are needed; engage attorneys if needed * Manage legal… more
- Deloitte (San Diego, CA)
- …Services (MTS) group, you will provide state and local property tax planning , consulting, and compliance services to multiple clients within various industries. You ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + CMI (Certified...(American Society of Appraisers) + CRE (Counselor of Real Estate ) + CCIM (Certified Commercial Investment Member) + Licensed… more
- Deloitte (San Jose, CA)
- …valuable member on tax engagements and provide state and local property tax planning , consulting, and compliance services to a diverse client base in various ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + CMI (Certified...(American Society of Appraisers) + CRE (Counselor of Real Estate ) + CCIM (Certified Commercial Investment Member) + Licensed… more