- Gelfand Rennert & Feldman (Century City, CA)
- …+ Prepare and review individual, corporate (S corp and C corp), partnership, estate , trust, fiduciary, and exempt organization tax returns + Review General ... Position Summary We are seeking a Senior Staff Tax Accountant with ideally entertainment business management experience...of servicing clients, preparation of simple to moderately complex tax returns, as well as tax projections… more
- Gelfand Rennert & Feldman (Los Angeles, CA)
- …Primary Responsibilities + Prepare individual, corporate (S corp and C corp), partnership, estate , trust, fiduciary, and exempt organization tax returns + Review ... Position Summary We are seeking a Staff Tax Accountant with ideally entertainment business management experience...of servicing clients, preparation of simple to moderately complex tax returns, as well as tax projections… more
- The Michaels Organization (Los Angeles, CA)
- …Qualifications Required Experience: One or more years' experience with residential real estate management. Tax Credit, Section 8 and/or Public Housing experience ... The Michaels Organization is a national leader in residential real estate offering full-service capabilities in development, property management, construction, and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …with external tax firms to coordinate the preparation of federal and state tax returns. + Stay updated on real estate and construction-specific tax ... Description Our client is a privately held and highly regarded real estate company specializing in both the development and management of a diverse portfolio of… more
- Robert Half Legal (Los Angeles, CA)
- …as the primary agent to high-wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with financial institutions to ... collect estate assets * Handle administration of decedent's assets with...[at] RobertHalf [dot] [com] Requirements + 5+ years of estate planning, probate administration or trust administration experience +… more
- HSBC (San Francisco, CA)
- …very strong client and business acumen. Deep technical expertise in trust, tax and estate planning, business succession planning, pre-immigration and ... matters + Passionate. The Senior Wealth Planning is passionate about tax and estate planning and finds working with clients invigorating and exciting. This… more
- Zions Bancorporation (San Diego, CA)
- …businesses. These services often include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk ... management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Zions Wealth Management is a… more
- Zions Bancorporation (San Diego, CA)
- …and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. ... The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus… more
- BMO Financial Group (San Francisco, CA)
- …Accounting and Investment Management + In-depth knowledge of fiduciary laws including estate planning techniques, relevant tax regulations. + Deep knowledge and ... Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust… more
- City National Bank (Beverly Hills, CA)
- …advanced financial modeling software (Galaxy, E-Money, Morning star). * Basic understanding of tax , estate planning, and insurance, especially in how they relate ... integrated financial services advice to clients including: investment management, trust and estate planning, insurance services and brokerage. Takes a lead role in… more