- Oracle (Sacramento, CA)
- …a member of this team, you will play a critical role in upholding Oracle's fiduciary standards by ensuring that revenue is recognized in full compliance with US GAAP ... (primarily ASC 606 and ASC 842) and in alignment with Oracle's Revenue Recognition, Internal Controls, Finance & Accounting, and Business Practices policies. Revenue Recognition Mission We promote consistent revenue recognition practices through collaboration… more
- M&T Bank (Los Angeles, 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
- BMO Financial Group (San Francisco, CA)
- …as part of a Client Strategy Team, or serve as the primary relationship manager , to provide expert fiduciary administration for an existing portfolio of trust ... investment management accounts. You will administer accounts consistent with sound fiduciary principles and within the established risk framework of the… more
- JPMorgan Chase (Long Beach, CA)
- …solutions to meet their generational wealth management needs. As a Supervisory Manager in Chase Wealth Management, you will exhibit leadership and operational ... productivity. + Identify opportunities to address issues, risks, and exposures, and engage senior leadership to take action on identified issues. + Ensure the team… more
- Columbia Bank (Los Angeles, CA)
- …with the values and interests of Columbia Trust Company. The Trust Market Manager has responsibility for the management of the trust administrative team and its ... strategies and goals. + Reports on the activities of the assigned office to senior management of the trust company. + Responsible for leadership and mentoring of the… 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 ... and compliance with tax laws Mentor and train staff accountants and senior tax associates Coordinate and manage multiple engagements and deadlines simultaneously… more
- Manulife (Chowchilla, CA)
- …and forecasting processes and track and report key performance indicators in senior management. + Identify and monitor Sustainability and Stewardship projects on the ... data to identify trends, inefficiencies, and opportunities for improvement to ensure fiduciary responsibilities to the clients by maximizing ROI on capital projects… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …filings, ensuring accuracy and compliance with regulatory standards. * Collaborate with the Manager , Senior Manager , or Principal to identify and address ... Description We are looking for a skilled Tax Senior to join our team in Mountain View,...* Minimum of 3 years of experience in individual, fiduciary , and entity tax compliance and related tax issues.… more
- City National Bank (Los Angeles, CA)
- …National operates, particularly in areas where audit responsibilities are assigned. * Assists the Senior Auditor and or Audit Manager in the development of the ... assess the adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit,...audit findings and the conclusions drawn. * Keeps the Senior Auditor and/or Audit Manager abreast of… more