- Bowman (Brea, CA)
- **Short Description** Bowman has an opportunity for a Private Development Market Leader to join our team in Brea, CA. At Bowman, we believe in creating opportunities ... our clients. **Purpose** Partner with company leadership to capitalize on existing client opportunities, develop plans for future client opportunities, and… more
- Moss Adams LLP (San Francisco, CA)
- …and identify/recommend action to manage cash flow, and capital calls for private /direct investments + Prepare client financial reports and analysis, including ... timely and accurately. Individuals in this role also proactively monitor a client 's financial situation to manage cash, support capital calls, and provide research… more
- Deloitte (Sacramento, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like ... advise clients and internal teams. + Build and manage client relationships with a focus on planning, consulting, and...years of tax experience with investment partnerships (hedge funds, private equity, VC, real estate). + Strong knowledge of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like ... advise clients and internal teams. + Build and manage client relationships with a focus on planning, consulting, and...years of tax experience with investment partnerships (hedge funds, private equity, VC, real estate) - NO exceptions +… more
- Deloitte (Costa Mesa, CA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Maxim Healthcare (Rancho Bernardo, CA)
- …Responsibilities: + Utilizes the nursing process to plan, implement, and evaluate patient/ client care and/or services provided to client (s) receiving contracted ... and established goals + Intervenes as applicable in response to changes in patient/ client condition and reports such changes to appropriate physician or supervisor +… more
- Maxim Healthcare (Oakland, CA)
- …Responsibilities: + Utilizes the nursing process to plan, implement, and evaluate patient/ client care and/or services provided to client (s) receiving contracted ... and established goals + Intervenes as applicable in response to changes in patient/ client condition and reports such changes to appropriate physician or supervisor +… more
- BMO Financial Group (San Francisco, CA)
- …management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an ... understanding of and care for the client through proactive delivery of holistic advice and solutions...of holistic advice and solutions designed to meet the client 's specific financial planning needs. Coordinates and integrated team… more
- CIBC (San Francisco, CA)
- …existing relationships. + **Represent CIBC in client meetings** : Attend client meetings with Private Bankers to showcase CIBC's sophisticated credit ... Worth (HNW) and Ultra High Net Worth (UHNW) clients. Supporting Private Bankers, you'll leverage your expertise in sophisticated credit structuring, underwriting,… more
Recent Jobs
-
Per-diem Children's Mental Health Clinician
- New Directions Youth and Family Services (Jamestown, NY)