- CommonSpirit Health (San Francisco, CA)
- **Job Summary and Responsibilities** The Real Estate Tax Lease Analyst (Remote) is responsible for the day-to-day operations associated with collecting, ... operational reports. Manage the documentation needed to file for real estate tax exemption status for a 501(c)3 organization for multiple organizations. Maintain… more
- Fox Rothschild LLP (San Francisco, CA)
- …valuation professionals. + Foundational knowledge and ability to review federal gift and estate tax returns; foundational knowledge of gift, estate , income, ... is nationally recognized for advising high-net-worth individuals and families on complex estate planning, tax strategies, and wealth preservation. This position… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …preferred, Master's a plus; CPA preferred -Experience with high net worth individual tax , partnership, trust, estate tax -Strong supervisor experience (will ... relationship skills Requirements Experience with high net worth individual tax , partnership, trust, estate tax Strong supervisor experience (will manage 3… more
- Robert Half Finance & Accounting (Fresno, CA)
- …a variety of tax returns, including individual, corporate, partnership, and estate tax filings. * Perform bookkeeping tasks, account reconciliations, and ... Description We are looking for a dedicated Tax Staff member to join our team in...tax returns, such as individual, corporate, partnership, and estate . * Familiarity with financial statement preparation and compilation… more
- Robert Half Finance & Accounting (Santa Barbara, CA)
- …CCH Axcess Suite or similar tax software is advantageous. * Knowledge of real estate tax and trust tax preparation is a plus. * Excellent communication ... Description We are looking for a dedicated and skilled Tax Staff team member to join our team in...In this role, you will handle a variety of tax -related tasks, including preparing returns for individuals, corporations, partnerships,… more
- Robert Half Finance & Accounting (San Jose, CA)
- …compliance services for high-net-worth clients + Manage a book of clients with complex tax needs + Prepare individual, trust, and estate returns using SurePrep + ... + 7+ years of experience advising high-net-worth clients on tax matters + Strong experience with trust, estate... tax matters + Strong experience with trust, estate , and tax planning + Highly organized,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ EA designation preferred (CPA considered). + Knowledge of multi-state returns and California tax compliance. + Familiarity with estate , gift tax , and ... love to connect and learn more about you! Senior Tax Preparer Are you an experienced tax professional looking to work with high-net-worth clients in a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …wealth advisors on tax -related questions and planning opportunities + Knowledge of estate and gift tax planning is highly valued + California return ... planning and direct client interaction + Working knowledge of estate and gift tax planning + Ability to work independently while managing multiple priorities… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …multigenerational wealth needs through a holistic service model spanning investment advisory, tax and estate planning, risk management, family governance, and ... experience. Key Responsibilities + Act as a trusted advisor across tax , estate , trust, insurance, and investment matters to deliver integrated solutions. +… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …* Manage and oversee the preparation and review of individual, corporate, partnership, estate , and trust tax returns. * Conduct detailed tax ... We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael,...is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results.… more