- Deloitte (Los Angeles, CA)
- …practice! 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 ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …working with ultra-high net worth clients and will have prepared investment partnership and fiduciary tax returns + Understanding of tax basis, structure ... returns for the family office + Review income tax returns for various individual, partnership and fiduciary...plus + Proficiency using CCH Axcess or ProSystems fx Tax , CCH Workpaper Manager , and BNA Income… more
- City National Bank (Los Angeles, CA)
- …and settle administrative trusts, which are includible in a decedent's estate for estate tax purposes. Operate as main point of contact for all aspects of probate ... and non-probate estate and trust matters assigned by National Manager . Driver of settlement process, aligning financial advisors, attorneys, accountants, real estate… 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. + ... direction of the Director. + Monitors changes in state fiduciary law, state and federal tax law,...up not less than annually. + Serve as project manager over the trust digesting process (ie: prepares status… more
- Zions Bancorporation (Irvine, CA)
- …services often include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of ... the Western United States. We are currently in search of a dedicated Wealth Market Manager to join our team of bank partners located in either Irvine, California or… more