- 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
- US Bank (Irvine, CA)
- …Trust School Program Preferred Skills/Experience - Broad knowledge of the philanthropic, fiduciary , tax and estate planning disciplines - Experience drafting or ... or legal experience with a major law or accounting firm or corporate fiduciary or nonprofit organization) - Professional designation that may include, but is not… more
- Wells Fargo (Beverly Hills, CA)
- …further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, ... custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...(IRA) **About this role:** Wells Fargo is seeking a Fiduciary Advisory Director Working at Wells Fargo | Jobs… more
- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (San Diego, CA)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth… more
- Deloitte (Sacramento, 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
- Deloitte (Sacramento, 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 for and assist in… more
- Adecco US, Inc. (Roseville, CA)
- …and recommend us to their family and friends. We are looking for a tax preparer for individual returns. Business and estate/ fiduciary returns (Form 1120, 1065, ... Senior Tax Preparer We are a boutique tax office in Roseville that still believes in offering personalized customer service to our clients. Our ongoing success… more
- BMO Financial Group (San Francisco, CA)
- …investment management accounts. You will administer accounts consistent with sound fiduciary principles and within the established risk framework of the ... requiring in depth knowledge of trust administration, estate planning concepts, and fiduciary principles, along with the skills and desire to proactively grow the… more
- City National Bank (San Francisco, CA)
- …a trust. * Review and recommend acceptance or rejection of potential fiduciary responsibilities for the offices assigned. Analyze trust instruments to determine ... fee schedules and charges for trust and investment services. * Ensure all tax liabilities and obligations of accounts are met. * Gather/submit pertinent facts to… more