- Children's Hospital Los Angeles (Los Angeles, CA)
- …assigned fundraising areas/mechanisms. This non-supervisor role will report to the Associate Senior Vice President (ASVP), Gift Planning , and will: + Partner ... six- and seven-figure commitments. + Apply deep knowledge of charitable gift planning and strong listening skills...educational setting or 7+ years experience practicing law or estate /tax planning may be considered and /or… more
- US Bank (Irvine, CA)
- …- Broad knowledge of the philanthropic, fiduciary, tax and estate planning disciplines - Experience drafting or reviewing charitable , estate , ... a particular market or region. Works closely with other senior members of the relationship team to meet all...meet all of client's philanthropic planning , wealth planning , estate planning and wealth… more
- Brookfield Properties (San Ramon, CA)
- …creativity, relentless innovation, and sound Sustainability practices to the planning , development, and management of buildings everywhere. From offices, retail ... establishments, and mixed-use structures - we are reimagining real estate from the ground up. If you're ready to...encourage you to apply. Job Description Overview: The ITSM Senior Support Analyst plays a critical role in delivering… more
- PennyMac (Moorpark, CA)
- …of homeownership through the complete mortgage journey. A Typical Day The Senior REACH Specialist (Research, Escalation, and Complaint Handling) serves as the ... issues while also providing peer support and training. The Senior REACH Specialist is expected to promote a culture...(FDCPA). + Equal Credit Opportunity Act (ECOA). + Real Estate Settlement Procedures Act (RESPA). + Bankruptcy, Foreclosure, and… more
- City National Bank (San Francisco, CA)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a...and * competitive positioning. * Interface with executive and senior level management within the Bank as well as… more
- Deloitte (Sacramento, CA)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions...May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …client outcomes + Provide internal guidance to wealth advisors on tax-related questions and planning opportunities + Knowledge of estate and gift tax planning ... LinkedIn-I'd love to connect and learn more about you! Senior Tax Preparer Role Overview We're looking for an... and direct client interaction + Working knowledge of estate and gift tax planning + Ability… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …multiple tax areas ( estate & gift, multi‑state, capital gains, 1031, QSBS, charitable planning , stock comp, etc.). Benefits + Medical, dental, vision, life, ... supports a high‑net‑worth client base with sophisticated and personalized planning needs. The Role The Senior Tax...and personalized planning needs. The Role The Senior Tax Preparer plays a key role in delivering… more
- PennyMac (Westlake Village, CA)
- …of homeownership through the complete mortgage journey. A Typical Day The Senior Vice President, Associate General Counsel will provide legal support to Corporate ... of financings, securitizations, repurchase agreements and correspondent lending activity. The Senior Vice President, Associate General Counsel will : + Draft and… more
