- CommonSpirit Health (Glendale, CA)
- …and Responsibilities** This position will support Central Valley and Southern California markets. The Market Manager provides leadership and oversight of design and ... construction related activities for large, complex (up to $500 million dollars) and/or multiple smaller scale projects that could have an aggregate value up to $500 million dollars. The Market Manager interfaces with the Region and senior hospital leadership… more
- JPMorgan Chase (San Francisco, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates , tax planning, financial planning and planning in related areas for individuals and their entities ... circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required....leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple,… more
- JPMorgan Chase (Palo Alto, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates , tax planning, financial planning and planning in related areas for individuals and their entities ... circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required....need a deep understanding of tax and trust & estate laws and must be able to communicate that… more
- Providence (Tarzana, CA)
- …or financial planning preferred, with strong knowledge in taxation, trust and estates , probate, corporations, contracts, and real estate . + **Experience:** 8 ... be at the forefront of managing, planning, coordinating, and implementing a comprehensive estate planning and gift program. You will interpret and apply laws and… more
- Robert Half Legal (Walnut Creek, CA)
- …a dedicated and skilled Trust Litigation Attorney to join an established trusts and estates practice. In this role, you will handle a variety of estate -related ... outcomes in complex cases. Responsibilities: * Represent clients in estate -related litigation, including disputes involving trusts, wills, and conservatorships. *… more
- Bank of America (San Francisco, CA)
- …individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within ... UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …programs are current and appropriate to cover all needed coverages for the estates , entities and activities of the Principals. Maintains the highest level of ... * Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters. * Builds and maintains… more
- Citigroup (Rolling Hills Estates, CA)
- …referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with ... mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: + Consult with customers… more
- JPMorgan Chase (Los Angeles, CA)
- …asset and liability management, asset allocation, diversification, basic trusts & estates , basic individual tax rules (both transfer and income taxes), insurance, ... + Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset… more
- Deloitte (Sacramento, CA)
- …and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business ... 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