- City National Bank (Los Angeles, CA)
- …develop people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified Public Accountant (CPA) ... Or * Certified Internal Auditor (CIA) Or * Certified Information Systems Auditor (CISA) Or * Chartered Financial Analyst (CFA) Or * Certified Anti-Money Laundering Specialist (CAMS) Or *Additional Qualifications* * Strong verbal and written communication… more
- Takeda Pharmaceuticals (Thousand Oaks, CA)
- …business partnering, planning, forecasting, investment decision support, and ensuring fiduciary and statutory compliance at the Thousand Oaks Manufacturing Site. ... You will provide independent, strategic financial guidance to support site, operational, and regional goals, while also developing financial capabilities and future leadership within the Site Finance function. You will report into the Site Head. **How you will… more
- Deloitte (San Francisco, CA)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, you will train, mentor, and supervise new and experienced Tax… more
- Robert Half Finance & Accounting (Orinda, CA)
- …Associate to join its collaborative team. With a strong reputation for fiduciary excellence and a client-centric approach, this firm offers a supportive environment ... where professionals can grow, thrive, and make a meaningful impact in clients' financial lives. About the Firm This fee-only Registered Investment Advisor manages approximately $500 million in assets and is known for its long employee tenure and commitment to… more
- AAA Northern California, Nevada & Utah (Lakeport, 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
- Deloitte (Los Angeles, CA)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the… more
- City National Bank (Los Angeles, CA)
- …Public Accountant Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * ... CAMS - Certified Anti-Money Laundering Specialist Or *Additional Qualifications* * Strong verbal and written communication skills to effectively present to peers and business management. * Demonstrated negotiation and leadership skills needed to convey ideas… more
- City National Bank (Irvine, CA)
- …as a senior internal advisor on ESOP-related matters including tax structuring, fiduciary dynamics, and long-term ownership planning. * Thought Leadership & Brand ... Building * Represent the bank exaternally as a subject matter expert on ESOP finance, speaking at conferences, publishing insights, and cultivating the bank's reputation as a trusted ESOP lender. * Contribute to the bank's strategic ESOP roadmap, helping to… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …development. + Maintain accurate client records and ensure compliance with fiduciary standards. + Participate in strategic initiatives across planning, investments, ... and business development. Why Join Us + Be part of a mission-driven team that values trust, simplicity, and service excellence. + Work in a supportive culture that prioritizes well-being and professional development. + Make a real impact in clients' lives… more
- US Bank (San Francisco, CA)
- …estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in ... business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments,… more