- 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
- Deloitte (San Francisco, CA)
- …Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax 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… more
- City National Bank (Irvine, CA)
- *RELATIONSHIP MANAGER SR ESOP* *WHAT IS THE OPPORTUNITY?* Experienced, and growth-oriented National ESOP (Employee Stock Ownership Plan) Lender and Subject Matter ... as a senior internal advisor on ESOP-related matters including tax structuring, fiduciary dynamics, and long-term ownership planning. * Thought Leadership & Brand… more
- Amazon (Santa Monica, CA)
- …of large scale construction programs. As the R2L (Remote to Local) Construction Manager (CM), you will work with broad set of stakeholders including Real Estate, ... track and communicate progress - Develop capital appropriation requests and manage fiduciary responsibility for approved budgets - Perform site visits on a periodic… more
- Dignity Health (Merced, CA)
- …clinic(s). Works closely with staff and providers to ensure that all fiduciary and clinic goals are met. Proactively determines workload priorities through planning, ... coordination and managing staff and providers to meet the administrative, operational and support requirements. Engages staff and promotes a positive culture that prioritizes humankindness and patient-centric care consistent with Dignity Health's mission,… more
- 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
- M&T Bank (Costa Mesa, CA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... + Complete other related duties as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Fukumae with Robert Half Finance and Accounting is partnering with a fiduciary Registered Investment Advisory (RIA) firm specializing in retirement planning and ... vendors as needed. + Special Projects: Partner with the Office Manager and Operations Manager on ad hoc initiatives. Requirements Qualifications + 2+ years of… 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 ... assigned. * Assists the Senior Auditor and or Audit Manager in the development of the audit scope. *...conclusions drawn. * Keeps the Senior Auditor and/or Audit Manager abreast of progress, issues and audit matters as… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …ensuring accuracy and compliance with regulatory standards. * Collaborate with the Manager , Senior Manager , or Principal to identify and address technical ... or Accounting is preferred. * Minimum of 3 years of experience in individual, fiduciary , and entity tax compliance and related tax issues. * Strong analytical and… more