- Robert Half Finance & Accounting (Mountain View, CA)
- Description We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax ... and compliance with regulatory standards. * Collaborate with the Manager , Senior Manager , or Principal...* Minimum of 3 years of experience in individual, fiduciary , and entity tax compliance and related… more
- City National Bank (Irvine, CA)
- …Serve as a senior internal advisor on ESOP-related matters including tax structuring, fiduciary dynamics, and long-term ownership planning. * Thought ... *RELATIONSHIP MANAGER SR ESOP* *WHAT IS THE OPPORTUNITY?* Experienced,...and close ESOP loans in the middle market, including senior and subordinated debt structures. * Strong credit and… more
- Columbia Bank (Walnut Creek, CA)
- …in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements ... Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village,...Reports on the activities of the assigned office to senior management of the trust company. + Responsible for… 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 Senior Planned Giving Technical Consultant job provides expert...direction of the Director. + Monitors changes in state fiduciary law, state and federal tax law,… more