• Tax Manager, Sustainability - National Federal Tax…

    Deloitte (San Jose, CA)
    Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... and regulation related to sustainability and ESG, as well as implement client outreach strategies. Responsibilities: + Manage and facilitate Federal C&I engagements… more
    Deloitte (04/19/25)
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  • JP Morgan Wealth Management, Vice President,…

    JPMorgan Chase (Palo Alto, CA)
    …include leveraging tax and trust & estate laws knowledge, identifying client engagement opportunities, partnering with field management to establish regional ... of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer… more
    JPMorgan Chase (02/24/25)
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