- JPMorgan Chase (San Francisco, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities ... Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex...to coach colleagues, Financial Advisors and clients (very strong partnership skills) + Individual with high ethical standards who… more
- JPMorgan Chase (Palo Alto, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities ... Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be...to coach colleagues, Financial Advisors and clients (very strong partnership skills) + Individual with high ethical standards who… more
- Intuit (Mountain View, CA)
- …platforms - including Oracle ERP and other tools that support Accounting, Treasury, Tax , and operational finance - while co-owning the systems roadmap and delivery ... in partnership with the Technology teams that support Finance. While...process areas (eg, Record to Report, Plan to Forecast, Tax , Treasury) and the enabling role of systems and… more
- Dignity Health (Redding, CA)
- …fellowship opportunities available. **Where You'll Work** **Join the Physician Partnership Where You Can Increase Your Impact** Vituity's ownership model ... **Join the Vituity Team.** Vituity is a 100% physician-owned partnership and is led by frontline physicians that are...models allows a K-1 status pay structure, allowing high tax deductions. + Extraordinary 401K Plan with high … more
- H&R Block (Palm Springs, CA)
- …Operations Coordinator (DOC) supporting the overall district(s) offices + Provide hands on Tax Office Associate support with Preparer Tax Identification Number ( ... Other duties as assigned by the DOC or in partnership with the CSM What you'll bring to the...for us Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With… more
- H&R Block (Upland, CA)
- …Operations Coordinator (DOC) supporting the overall district(s) offices + Provide hands on Tax Office Associate support with Preparer Tax Identification Number ( ... Other duties as assigned by the DOC or in partnership with the CSM What you'll bring to the...for us Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With… more
- Intuit (San Diego, CA)
- …consumers, small businesses and the self-employed. Across our leading brands - Turbo Tax , Credit Karma, QuickBooks, and Mailchimp - Intuit serves over 100M customers ... ahead of us is much larger. Although we deliver a category-leading online DIY tax software for nearly 40M filers, there are still 85M American consumers who spend… more
- Oracle (Sacramento, CA)
- …which may include configuration and/or integration and/or technical components, in partnership with our dedicated Technical Services (TS) team * Apply current ... for overall process improvement. * Research and consult on various tax matters; utilize tax -related functionalities to prepare tax remittances. * Define… more
- Robert Half Finance & Accounting (Oakland, CA)
- …+ Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic ... + Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax ...Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC). + Lead compliance efforts, including preparation… more
- City National Bank (San Francisco, CA)
- …to CNR's clients, prospects, and COIs. * Keep abreast of legislative and tax changes. * Enhance existing relationships and reduce attrition by participating in ... Cultivate and maintain relationships with COI's directly and in partnership with colleagues. * Participate in client and community...* Advanced Degree (JD or CPA or Masters in Tax /Accounting/Business) helpful * Ability to travel up to 20%… more