- 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 ... with tax laws Mentor and train staff accountants and senior tax associates Coordinate and manage multiple engagements and deadlines simultaneously Ensure… more
- 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
- Umpqua 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
- 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 ... Bankers + Private Bankers + Commercial Bankers **_Responsibilities:_** + Serves as senior market leader with respect to the wealth advisory services business,… more