- Fidelity Investments (San Francisco, CA)
- …personalization to clients. The role is primarily focused on providing tax -sensitive, customized management of multi-asset class portfolios for taxable individuals ... implement our overlay management strategies with a goal to improve after- tax returns while controlling risk. Responsibilities Portfolio Management Manage individual… more
- Robert Half Legal (San Francisco, CA)
- …returns and fiduciary income tax returns. * In-depth knowledge of gift tax regulations and fiduciary tax compliance. * Skilled in handling charitable ... returns. * Administer trusts and estates, ensuring compliance with fiduciary responsibilities and relevant tax laws. *...ensuring compliance with fiduciary responsibilities and relevant tax laws. * Represent clients in probate and trust… more
- Robert Half Management Resources (Foster City, CA)
- …regulations. The ideal candidate will bring expertise in corporate, partnership, and fiduciary tax returns, along with strong organizational and communication ... tax review. * Proficiency in preparing and reviewing corporate, partnership, fiduciary , and multi-state tax returns. * Strong communication skills to… 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 ... contact for clients, building and maintaining strong relationships Research complex tax issues and provide clear, actionable recommendations Review work prepared by… more
- Robert Half Finance & Accounting (Salinas, CA)
- …and payroll taxes and related tax rules. This role requires skills in Federal Income Tax , Federal Tax Return, Fiduciary Income Tax Return, Franchise ... Proficient in Federal Income Tax and Federal Tax Return preparation * Demonstrated knowledge of Fiduciary Income Tax Return * Familiarity with Franchise… more
- Gelfand Rennert & Feldman (Century City, CA)
- …and review individual, corporate (S corp and C corp), partnership, estate, trust, fiduciary , and exempt organization tax returns + Review General Ledger and ... Position Summary We are seeking a Senior Staff Tax Accountant, ideally having entertainment business management experience,...of servicing clients, preparation of simple to moderately complex tax returns, as well as tax projections… more
- Gelfand Rennert & Feldman (Los Angeles, CA)
- …+ Prepare individual, corporate (S corp and C corp), partnership, estate, trust, fiduciary , and exempt organization tax returns + Review General Ledger and ... Position Summary We are seeking a Staff Tax Accountant with ideally entertainment business management experience...of servicing clients, preparation of simple to moderately complex tax returns, as well as tax projections… more
- Robert Half Legal (Stockton, CA)
- …* Estate Planning * Probate * Probate Litigation * Probate & Estate Administration * Probate Law * Tax - Fiduciary - Trust & Estate * Tax - Trust & Estate * ... Proficient in probate litigation and probate law * Experience in tax law, specifically fiduciary , trust and estate * Excellent written and verbal communication… more
- Robert Half Legal (San Jose, CA)
- …* Experience in probate and estate administration processes. * Strong understanding of tax laws related to fiduciary , trust, and estate matters. * Ability ... for a highly organized and detail-oriented Estate Planning + Tax Attorney to join our team in San Jose,...estate planning, probate, trust administration, and estate and gift tax matters. You will work collaboratively with colleagues and… more
- Deloitte (Los Angeles, CA)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...gift work papers and tax returns, as well prepare and lead client meetings… more
