- Robert Half Finance & Accounting (San Francisco, CA)
- …or email for additional info and immediate consideration. Requirements + 3+ years at a Registered Investment Adviser ( RIA ) NO EXCEPTIONS + MUST have recent ... for a Senior Client Service Associate with a growing San Francisco-based RIA . This firm is redefining single‑family offices, working with founders, investors, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group ... + Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions + Support philanthropic entities and family office operations with… more
- Robert Half Finance & Accounting (Marin County, CA)
- …Espejo with Robert Half Financial Services is recruiting for a Paraplanner at a growing RIA . This is a full-time permanent role based in Marin County with a Hybrid ... and competitive perks. Responsibilities: + Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and … more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …for client and related entities) -Research technical tax issues (eg Tax Code, RIA ) and assist client service team in forming conclusions related to complex tax ... issues Requirements: -Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred -Experience with high net worth individual tax, partnership, trust, estate tax -Strong supervisor experience (will manage 3 staff) -Excellent… more
- TEKsystems (Glendale, CA)
- …OB welcome packets, portal activations) + Use systems such as EZCap, RIA , and NextGen for scheduling and documentation Additional Responsibilities + Route inbound ... calls or assist directly with scheduling, patient education, and portal support. + Prepare and organize mailings for ER follow-ups, OB welcome packets, and portal activations. + Communicate effectively with patients, providers, and internal departments. +… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …approach to financial planning. They offer a wide range of investment solutions, including advisory services, 401(k) management, insurance, and brokerage ... consideration. Requirements + 8+ years in wealth management, ideally in a small RIA - NO EXCEPTIONS on Financial Services background + 3+ years of experience… more
- Zoological Society of San Diego (Escondido, CA)
- …Experience with these lab techniques is ideal. Familiarity with hormone assays ( RIA and/or ELISA) is advantageous. The team is specifically looking for candidates ... with experience conducting reproductive research in threatened and endangered species. This position requires successful completion of a Tuberculosis (TB) Test. JOB EXPERIENCE + 2 years of laboratory, diagnostic, animal care, or field experience required.… more
- Deloitte (Los Angeles, CA)
- …on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +...Experience with tax technical research (eg, CCH, Hein, Lexis, RIA , etc.) + Experience with Federal or State and… more
- Deloitte (Los Angeles, 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 ... 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification +… more
- Deloitte (Los Angeles, 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 compliance support for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a national team of… more