- Oracle (Sacramento, CA)
- …policies. As a member of this high performing team, you will have a fiduciary responsibility to adhere to and promote our core objective of ensuring revenue is ... recognized in accordance with US GAAP, ASC 606 and Oracle's Revenue Recognition, Internal Controls, Finance & Accounting and Business Practices policies. Revenue Recognition Mission We promote consistent revenue recognition practices through collaboration with… more
- City National Bank (Los Angeles, CA)
- …audits to assess the adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust ... relationships, propriety mutual funds, security sales and trading, and insurance activities. Compliance with various laws, rules, regulation, and other regulatory pronouncements. What you will do * Completes time sheets and expense reports in a timely manner.… more
- City National Bank (Los Angeles, CA)
- …the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, ... propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning.… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …or Accounting is preferred. * Minimum of 3 years of experience in individual, fiduciary , and entity tax compliance and related tax issues. * Strong analytical and ... accounting skills, with basic knowledge of investments, financial planning, and estate planning. * Demonstrated ability to handle complex tax issues and provide practical solutions. * Excellent communication skills to effectively collaborate with internal… more
- Deloitte (Sacramento, 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
- Zurich NA (San Francisco, CA)
- …for Financial Lines Products (Directors and Officers, Employment Practices Liability, Fiduciary Liability and Crime Insurance) for private, nonprofit companies. This ... is a market facing position and we are looking for someone with a strong sales mindset who will proactively seek renewal and new account opportunities, as well as identify growth opportunities. Building strong relationships with retail distributors (agents and… more
- Deloitte (Sacramento, 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
- AAA Northern California, Nevada & Utah (Sacramento, CA)
- …knowledge of all AAA products, services, operations while demonstrating fiduciary accountability. + Operational Excellence: Ensures process implementation and ... compliance with standard operating procedures in all assigned branches, ensures efficiencies on end to end flow to meet objectives; engage in daily activities to meet the larger purpose and goals. EDUCATION & EXPERIENCE / LICENSES & CERTIFICATION + Minimum… more