- Wells Fargo (San Francisco, CA)
- …of fiduciary knowledge, including estate administration, post-mortem planning, gift tax strategies, income tax strategies and other complex wealth transfer ... **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts,… 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
- 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 for and assist in… more
- TIAA (Redwood City, CA)
- …and Duties** + Researches and responds to staff questions in areas such as state fiduciary law, state and federal tax law, and state gift annuity regulation. + ... the direction of the Director. + Monitors changes in state fiduciary law, state and federal tax law, court cases, and regulations that affect charitable gift… more
- Lincoln Financial (Sacramento, CA)
- …compliance with applicable regulations such as IRC 409A and coordinate with legal, tax advisors and third-party administrator as needed. * Serve as a member of ... the fiduciary investment committee that monitors the investment funds used...respective employees, representatives and/or insurance agents do not provide tax , accounting or legal advice. Lincoln is committed to… more
- City National Bank (Irvine, CA)
- …prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities ... directions, receipt of assets, reporting correct cost basis and tax acquisition dates, missing form and signatures, etc.). *...an emphasis on retaining business * Familiarity with state tax laws, income taxation with respect to trust investment… more
- CIBC (San Francisco, CA)
- …transaction processing (checks, ACH, wires, journal transfers) + Manage clients' quarterly tax payments and annual IRA contributions/RMDs + Supervise all aspects of ... to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary ) are integrated into day-to-day activities + Contribute to a strong… more
- City and County of San Francisco (San Francisco, CA)
- …internal and external auditors and for implementing internal controls to ensure fiduciary integrity and compliance. * Budget: Oversee the annual budget process in ... Special Condition at the time of appointment: + Federal Tax Information (FTI) background clearance + Incumbents in positions...+ Incumbents in positions with access to the Federal Tax Information (FTI) database must complete and clear a… more
- Robert Half Legal (Los Altos, CA)
- …for real property transfers, including grant deeds and quitclaim deeds. * Create fiduciary reports and accountings to ensure compliance and accuracy. * Review and ... prepare Estate and Gift Tax returns with attention to detail. * Maintain organized physical and electronic client files for seamless access and management.… more