- Robert Half Finance & Accounting (San Francisco, CA)
- …Requirements + 5+ years of tax experience with investment partnerships (hedge funds, private equity, VC, real estate ). + Strong knowledge of US tax ... fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like… more
- Moss Adams LLP (Santa Rosa, CA)
- **Tax Managing Director - Private Equity** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who ... experience gained within a public accounting firm or related experience + Private Equity industry experience preferred + Proficient in corporate, individual and… more
- Citizens (Irvine, CA)
- Description The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and service. The Sr lending ... manage team members in loan pipeline oversight, and is an expert on credit policy, lending origination systems, and regulatory requirements involved in residential… more
- MetLife (San Francisco, CA)
- …classes, with a strength in public and private fixed income and private assets, including real estate . Visit us at [1] www.metlife.com/investments to learn ... more. MIM's Global Real Estate and Agricultural Investments maintains a portfolio invested in...overall portfolio strategy, pricing, transaction approval and credit approval on new loans, as well as the active management… more
- City National Bank (Los Angeles, CA)
- …Office: Los Angeles, CA. or NYC, NY. * WHAT IS THE OPPORTUNITY? Perform estate administration and manage and settle administrative trusts, which are includible in a ... decedent's estate for estate tax purposes. Operate as...intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency… more
- Skywalker Properties Ltd. (San Francisco, CA)
- …in Microsoft Excel, Word, and Outlook, Yardi, and other commercial real estate software programs. Benefits Compensation: $105-125k based on skills, experience, ... tenant satisfaction. The Property Manager works closely with the Senior Real Estate Manager to align strategic goals and property performance. Operations &… more
- HSBC (San Francisco, CA)
- …work closely with high and ultra-high net worth individuals and families to advise on wealth and generational planning needs. You will serve as a key client-facing ... member of the US Private Banking team, partnering with Relationship Managers and Investment...business acumen. Deep technical expertise in trust, tax and estate planning, business succession planning, pre-immigration and expatriation planning… more
- AECOM (Sacramento, CA)
- …we're delivering a better world. Whether improving your commute, keeping the lights on , providing access to clean water, or transforming skylines, our work helps ... for the development and execution of our annual real estate plan and business in support of our business...meets the objectives, while being sensitive to community and private party interests. + Acts as a liaison between… more
- Bank of America (San Francisco, CA)
- …to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a ... to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a… more
- Cushman & Wakefield (Los Angeles, CA)
- …or related field_ **_Preferred Experience_** + Experience working with brokerage firms, real estate private equity, or investment sales teams + Knowledge of real ... persuasive, and engaging offering memoranda to present institutional commercial real estate assets to potential investors + Develop executive summaries, property… more