- Robert Half Legal (Sacramento, CA)
- …the opportunity to handle diverse legal matters, including business transactions, real estate , corporate law, tax planning, and intellectual property. The ideal ... decision-making. * Provide legal guidance on business and real estate transactions, corporate governance, tax planning, and estate planning. * Draft and… more
- Robert Half Legal (Sacramento, CA)
- …organizing - Command of Probate & Estate Administration - Experience with Estate Tax Return - Strong familiarity with Probate Law - Comprehensive knowledge ... 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving...of estate planning - Power of attorney forms experience -… more
- Brookfield Properties (Riverside, CA)
- …all REA obligations and partnerships with adjacent property owners + Support the real estate tax team in developing proactive tax strategies + Support ... and be familiar with local market business and real estate trends + Develop favorable relationships with local officials,...1100 properties and 370 million square feet of real estate across the globe. It's a feat that wouldn't… more
- Robert Half Accountemps (San Pedro, CA)
- …* Review, reconcile, and manage Common Area Maintenance charges, insurance, and real estate tax allocations. * Create, update, and analyze financial reports, ... issues. * Knowledge of lease administration and familiarity with real estate tax and insurance processes. * Problem-solving skills with a proactive approach… more
- Regions Bank (Irvine, CA)
- …Conducts in-depth review of sponsor/guarantor financials, including balance sheets, income statements, tax returns and real estate schedules to determine ability ... Regions, the Capital Markets Agency Underwriting Analyst works within the Real Estate Capital Markets Project Finance Group (RECMPF) to complete financial analysis… 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 ... a skilled and knowledgeable team. * Maintain expertise in tax implications, estate planning, and succession strategies to inform client solutions. Requirements… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …and multi-generational families. + Collaborate with Wealth Advisors to integrate tax planning with estate , investment, and philanthropic strategies. + ... Description Michelle Espejo with Robert Half Financial Services is recruiting for a Tax Planner at a Nationally recognized Wealth Management Firm. This is a… more
- Wheeler Accountants LLP (San Jose, CA)
- …competence and a strong sense of confidence in one's own abilities. 6+ years Individual tax experience required. Estate & Trust experience is a plus. The desire ... Individual Tax Manager Position Available at Wheeler Accountants LLP...both personal and career growth. Wheeler is seeking a Tax Manager to join our team of growing professionals… more
- Robert Half Legal (Los Altos, CA)
- …fiduciary reports and accountings to ensure compliance and accuracy. * Review and prepare Estate and Gift Tax returns with attention to detail. * Maintain ... looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos,...and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients,… more
- Columbia Bank (Newport Beach, CA)
- …client financial needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary ... and portfolio management, private banking, and wealth management skills. + Intermediate estate planning, tax , advanced investment management skills. + CFP, CIMA,… more