- Robert Half Finance & Accounting (San Jose, CA)
- …and review individual and business tax returns (1040s, S-Corps, C-Corps, Partnerships, Fiduciary , Non-Profit) + Represent clients before the IRS and state tax ... agencies for audits, collections, and correspondence + Conduct tax research and provide strategic guidance + Maintain compliance with tax laws and regulations + Manage client relationships with professionalism and responsiveness + Maintain organized and… more
- BlackRock (San Francisco, CA)
- …of BlackRock Model Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate ... the growth of Model Portfolios within a given geography + Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and advisors. + Profile to learn more about our clients and… more
- Dignity Health (Redding, CA)
- …clinic. Works closely with staff and radiologists in each unit to ensure that all fiduciary and imaging center goals are met. This position may have access to third ... party credit card information and transactional systems (cash registers, point of sale devices, applications supporting credit card transactions, and reports or other documents containing credit card information) from single transactions or a single card at a… more
- Robert Half Accountemps (Los Angeles, CA)
- …including compiling financial reports. * Handle corporate, individual, partnership, fiduciary , and other tax returns, while addressing and resolving tax-related ... disputes. * Assist with tax compliance and planning assignments, including managing tax projection processes for clients. * Process payroll services for clients, recording payroll transactions and filing payroll tax returns. * Conduct tax and accounting… more
- Robert Half Legal (San Francisco, CA)
- …CPAs, financial advisors, and government agencies + Assist in preparing fiduciary accountings, estate tax returns, and trust termination documents + Conduct ... legal research and stay current on California probate and trust law. Requirements Qualifications: + Minimum 3 years of experience as a paralegal in trust & estates law, with a focus on trust administration + Strong working knowledge of California probate… more
- CIBC (San Francisco, CA)
- …to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary ) are integrated into day-to-day activities + Contribute to a strong ... organizational culture through positive, collaborative behaviors resulting in client and employee engagement + Pursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome and looking for ways to improve. +… more
- Acosta Group (Livermore, CA)
- …situations + Strong business and financial acumen, including a sense of fiduciary responsibility + Good understanding of the industry, sales leadership and marketing ... + Independent problem solver and decision maker + Able to synthesize and appropriately leverage insights gained from data and analysis + Creative, innovative solution-selling and go-to-market approach that meet customers' known and unknown needs + Synthesis of… more
- Cushman & Wakefield (Los Angeles, CA)
- …types and operate in complex, non-routine environment. + Act with fiduciary responsibility to client projects, including complete financial management of projects ... in Pursuit status. Prepare anticipated cost reports and any other reports as required by the client + Contribute to business development through identification of project or client opportunities. + Negotiate contracts with selected vendor(s) and manage… more
- AAA Northern California, Nevada & Utah (Vallejo, CA)
- …of all AAA products, services, and operations and must demonstrate fiduciary accountability. + Operational Excellence: Ability and aptitude to ensure process ... implementation and standard operating procedures, implementation of efficiencies to ensure end to end flow meet objectives; engage in daily activities to meet larger purpose and goals. Education & Experience / Licenses & Certification + Minimum Qualifications… more
- BlackRock (San Francisco, CA)
- …a nationally-chartered bank that provides investment management, trust and other fiduciary services for institutional clients. Its primary regulator is the Office ... of the Comptroller of the Currency ("OCC"), the agency of the US Treasury Department that regulates US national banks. BTC manages client assets invested in separate accounts and maintains and manages collective investment funds, such as group trusts and… more