- Robert Half Finance & Accounting (San Francisco, CA)
- …private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent ... worth clients and will have prepared investment partnership and fiduciary tax returns + Understanding of ...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. + ... 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
- 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 ... are currently in search of a dedicated Wealth Market Manager to join our team of bank partners located...Private Bankers + Commercial Bankers Responsibilities: + Serves as senior market leader with respect to the wealth advisory… more