- 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
- Exploratorium (San Francisco, CA)
- …Extensive knowledge of fundraising principles, techniques and ethics; understanding of tax and estate planning laws related to charitable giving; knowledge ... SUMMARY The Senior Development Officer, Planned Giving is a key...building skills in order to develop relationships with gift planning prospects, their advisors, and families to cultivate and… 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
- PennyMac (Westlake Village, CA)
- …aspirations of homeownership through the complete mortgage journey. A Typical Day The Senior Vice President, Senior Counsel wll provide legal support to ... a variety of financings, securitizations, repurchase agreements and correspondent lending activity. The Senior Vice President, Senior Counsel will : + Draft and… more
- Carrington (Anaheim, CA)
- …procedures, and applicable laws, including hiring and training employees; planning , assigning, and directing work; monitoring performance; rewarding and disciplining ... * Responsible for conducting interviews and providing recommendations to hire to Sr . department leaders. * Monitor team(s) performance and provide feedback at… more
- Carrington (Anaheim, CA)
- …procedures, and applicable laws, including hiring and training employees; planning , assigning, and directing work; monitoring performance; rewarding and disciplining ... * Responsible for conducting interviews and providing recommendations to hire to Sr . department leaders. * Monitor and measure individual performance within the… more
- Carrington (Anaheim, CA)
- …procedures, and applicable laws, including hiring and training employees; planning , assigning, and directing work; monitoring performance; rewarding and disciplining ... **Responsible for conducting interviews and providing recommendations to hire to Sr . department leaders.** + **Monitor and measure individual performance within the… more
- Robert Half Finance & Accounting (Oakland, CA)
- … activities, ensuring regulation compliance and effective estate /gift planning . + Implement strategies for charitable and philanthropic initiatives. ... timely compensation and conforming with regulations and tax laws. Estate Planning Responsibilities: + Manage owner's ...Accounting, Business Administration. + At least 10 years of senior financial management experience in the real estate… more
- Carrington (Anaheim, CA)
- …personal production according to parameters established by and on accounts approved by Senior Management. The target pay range for this position is up to $70,000.00 ... policies and applicable laws, including hiring and training employees; planning , assigning and directing work; monitoring performance; rewarding and disciplining… more
- Brookfield Properties (Costa Mesa, 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...Haves + Prior experience as an Area Manager / Senior Superintendent/Site Manager, 10 years + Require BA or… more