- Robert Half Finance & Accounting (Modesto, CA)
- Description Key Responsibilities: Manage and review individual, corporate, partnership, and fiduciary tax returns Oversee tax planning and compliance for a variety ... of clients across industries Serve as the primary point of contact for clients, building and maintaining strong relationships Research complex tax issues and provide clear, actionable recommendations Review work prepared by staff and seniors, ensuring accuracy… more
- Travelers Insurance Company (Glendale, CA)
- …Coverages range from Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, CyberRisk, Kidnap and Ransom, Crime, and Identity Fraud ... Expense Reimbursement. The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business. This… more
- Umpqua Bank (Walnut Creek, CA)
- …in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and ... issues,required + 10+ years'involvement in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal communication skills. + Public Speaking skills desired **Travel:** Occasional… more
- Amazon (Santa Monica, CA)
- …track and communicate progress - Develop capital appropriation requests and manage fiduciary responsibility for approved budgets - Perform site visits on a periodic ... basis to confirm schedule progress, attend contractor meetings and act as the single point of contact for Amazon for the general contractor partners - Review the contractor's buyout, subcontracting, material purchase schedule and long lead orders. - Coordinate… more
- The County of Los Angeles (Los Angeles, CA)
- …administration including management of estates, assets, trusts, associated fiduciary responsibilities, and decision-making authority. Essential Job Functions Learns ... common mental health, physical health and substance use terminology, diagnoses, and medications including ability to read and understand electronic health records. Receives training on relevant legal codes, legal authority granted and legal requirements of… more
- The County of Los Angeles (Los Angeles, CA)
- …includes tracking, monitoring, and auditing assets and program deliverables to ensure fiduciary responsibility. **Staff Capacity in the County of Los Angeles is ... defined as: work performed to assist and support administration by doing research, analysis, and making recommendations to the line managers on matters such as: utilization of personnel, allocation of funds, workload and workload fluctuations, and programs and… more
- Zions Bancorporation (Irvine, CA)
- …all clients/prospects and working with other wealth professionals (portfolio managers, fiduciary officers, and wealth planners) on client relationships. + Ensure ... compliance with policies, procedures, and regulations. + Coordinate the development of new Advisory business and engage with the team on the largest or most complex accounts. + Exercises personnel authority with respect to hiring, performance ratings,… more