- Western Digital (San Jose, CA)
- …in data. **Job Description** We are seeking a detail-oriented and innovative Real Estate Design and Construction Manager to join our team. The ideal candidate will ... met within budget and schedule that serve both the end-user/requestor and Real Estate objectives. You will be supporting projects in California as well as… more
- City National Bank (San Francisco, CA)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a...charges for trust and investment services. * Ensure all tax liabilities and obligations of accounts are met. *… more
- City National Bank (Los Angeles, CA)
- *PORTFOLIO MANAGER III- Commercial Real Estate * WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term ... of new credits. *Primary responsibilities include:* * The Commercial Real Estate Credit Solutions team provides underwriting and proactive portfolio management… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Strong communication skills; highly responsive with a client-first mindset + Knowledge of estate planning and tax strategies + Proficiency in Microsoft Office; ... seamless execution + Support clients with wealth transfer, philanthropy, and tax -efficient strategies + Maintain close ties with client teams (executive assistants,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Strong interpersonal and communication skills; detail-oriented and proactive. + Knowledge of estate planning and tax strategies. + Proficiency in Microsoft ... + Assist with complex wealth transfer strategies, philanthropic initiatives, and tax -advantaged planning. + Collaborate with internal investment teams on portfolio… more
- Fox Rothschild LLP (San Francisco, CA)
- …of law (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… more
- Oracle (Sacramento, CA)
- …(Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre- tax commuter and parking benefits 7. 401(k) Savings and Investment Plan ... with company match 8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at… more
- Exploratorium (San Francisco, CA)
- …+ Extensive knowledge of fundraising principles, techniques and ethics; understanding of tax and estate planning laws related to charitable giving; knowledge ... and ensuring compliance by coordinating with legal and financial advisors and estate administrators + Maintain accurate and complete records of donor contacts and… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …strategies. + Oversee development and execution of sophisticated plans covering retirement, tax , estate , and risk management. + Mentor and train associate ... advisors; foster a culture of excellence. + Source, close, and manage new client relationships aligned with firm objectives. + Participate in strategic initiatives to improve processes and client experience. Benefits & Perks + Percentage of revenue managed +… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …referrals and personal efforts. + Develop and execute plans covering retirement, tax , estate , and risk management. + Support business development initiatives ... and participate in community engagement. + Ensure compliance with regulatory standards and maintain accurate client records. Benefits & Perks + Competitive compensation with performance-based incentives. + 401(k) plan with company match. + Paid time off and… more