- Robert Half Legal (Stockton, CA)
- …from undue influence * Advise trustees on trust administration matters and accounting * Prepare petitions, accountings, and other probate court filings * Represent ... & Estate Administration * Probate Law * Tax - Fiduciary - Trust & Estate * Tax - Trust...contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and… more
- Xerox (Sacramento, CA)
- …non-ERISA employee benefit plans, executive compensation, proxy CD&A, and plan fiduciary responsibilities Draft and review plan documents and board resolutions. ... Advise applicable benefits committees on their roles, ensure appropriate fiduciary training is provided, and perform corporate governance responsibilities as… more
- Lincoln Financial (Sacramento, CA)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... regulations. * Experience working with or participating in investment or fiduciary committees is preferred. * Strong analytical, project management, and… more
- Robert Half Accountemps (San Jose, CA)
- …to our dynamic environment. Responsibilities: * Prepare and review individual, corporate, fiduciary , and estate tax returns with precision and attention to detail. * ... tax preparation and reporting processes. Requirements * Bachelor's degree in Accounting ; a Master's in Accounting or Taxation is preferred. * At least one tax… 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 ... required training. * Develops a general knowledge of the business, regulatory and accounting and control environment in which City National Bank operates. * Keeps… 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 ... you do and the clients and industries/sectors you serve + 5+ years of public accounting experience (at least 3 years in investment management) + One of the following… more
- Dignity Health (Stockton, CA)
- …and culture - Work closely with staff and providers to ensure that all fiduciary and care center goals are met - Proactively determine workload priorities through ... - Knowledge of business and management principles, budget control and accounting principles including capital budgeting, cost accounting , professional and… more
- Robert Half Office Team (San Diego, CA)
- …and follow-ups Invoice & Billing Review + Track and review fiduciary invoices as needed Alternative Investments + Coordinate subscription agreements, AML ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Anywhere Real Estate (San Diego, CA)
- …of accounts monthly and/or on an as needed basis. Exercises sound fiduciary judgment in recommending settlements, write off and negotiating partial payments with ... years college or equivalent work experience required. Knowledge of basic accounting principles, reconciliation and the collections process Excellent oral and written… more
- Robert Half Legal (San Francisco, CA)
- …agencies + Conduct legal research and assist in preparing estate and fiduciary accountings Requirements Qualifications: + 3+ years of experience as a paralegal ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more