- US Bank (Los Angeles, CA)
- …negotiate, structure, underwrite, and close equity and debt investments that utilize Historic Tax Credits (HTC) and/or New Markets Tax Credit (NMTC) programs in ... of investment documents including financial projections, operating agreements, loan agreements, tax opinions and indemnities, + ensure documents are compliant with… more
- DoorDash (Sunnyvale, CA)
- …infrastructure to develop a comprehensive AI/ML service to create accurate tax categorization for billions of restaurants and non-restaurants items at DoorDash. ... because you will + Lead and develop cutting-edge ML-driven tax catalog solutions, utilizing Generative AI to efficiently manage...Jobs Located in NYC or Remote Jobs Associated With Office in NYC Only We use Covey as part… more
- CIBC (San Francisco, CA)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Family Office Client Service Manager, you will provide customized ... implementation, ongoing service, and organizational support. You will also support Family Office Executives and Senior Relationship Managers in providing… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office . This is a full-time permanent role based in San Francisco ... some of the Bay Area's most successful families. This multi- family office provides investment management, financial planning,...a client-first mindset + Knowledge of estate planning and tax strategies + Proficiency in Microsoft Office ;… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate - Multi- Family Office A prestigious multi- family office headquartered in San Francisco is seeking a highly ... of services, including investment management, financial planning, lending strategy, and bespoke family office solutions. The ideal candidate is a proactive… more
- Moss Adams LLP (San Francisco, CA)
- ** Family Office Senior** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, ... where you'll have fun while solving complex and interesting business challenges. The Family Office Senior works with high-net-worth families to ensure their… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a permanent Family Office Controller based in San Francisco. Our client is a ... well-established family office overseeing a diversified portfolio spanning...statements prior to submission to external CPAs + Support tax compliance and planning, including reviewing returns prepared externally… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. You'll join a collaborative, low‑turnover team ... daily operations + Support client‑run foundations and philanthropic initiatives + Track tax workflows and deadlines + Partner with internal teams and external… more
- Actalent (Thousand Oaks, CA)
- …A leading clinic within the Thousand Oaks area is looking for a Back Office Medical Assistant/Phlebotomist to join their team!! They are looking for someone who is ... of working experience as a Medical Assistant Pay:$23+ Job description: + Back office medical assistant who willing occasionally be drawing blood. + Charting patients… more
- Edward Jones (Granite Bay, CA)
- …applicants. **If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up ... to help achieve results. **Role Summary:** As a Branch Office Administrator, you'll be a vital part of our...long-term career, your financial security and you and your family 's well-being + Full-time Associates receive the following benefits:… more