- Robert Half Finance & Accounting (CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Wealth Advisor at a RIA. This is a full-time permanent role based in Marin County ... 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 (Mill Valley, CA)
- Description A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both Managers and Senior Managers who are ... and grow within the firm. Key Responsibilities: + Serve as a trusted advisor to high-net-worth clients. + Deliver tailored financial planning and investment advisory… more
- KeyBank (CA)
- …and Key's product set. Sr. Payments Advisors serve as the client's trusted advisor for cash management solutions to develop, manage and retain profitable client ... turn prospects into clients. + Serve as the trusted advisor for clients with cash management needs to develop,...solutions - such as ERP, A/R and A/P Automation, Tax Automation, Expense Management, etc. (required) + Experience with… more
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become an Accounting Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll play a crucial ... activities in accordance with US GAAP. As an Accounting Advisor , your work will help power our planet, reduce...Analyzes and prepares a multitude of reports for financial, tax , and regulatory purposes + Performs financial analysis and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description As an Advisor , you will manage the day-to-day operations of client service teams, providing analytical, operational, and administrative support across ... Freedom Analysis + Conduct advanced financial analysis on topics such as tax loss harvesting, equity compensation, and risk management + Review and approve… more
- ADP (San Dimas, CA)
- **ADP is hiring a Data History Conversion Services Advisor .** In this position you will play a lead role in analyzing, presenting, scoping and securing data history ... human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services,… more
- ADP (San Francisco, CA)
- …will be accepted until 9/5/25 ADP is hiring a **Sales Representative for R&D Tax Credits.** + **As a sales professional, are you ready to help businesses capture ... significant financial savings through Tax Credits?** + **Do you want a lasting career...here. **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Deloitte (San Diego, CA)
- …enjoy building new client relationships to grow an already existing and successful federal tax practice? Are you ready to make a greater impact on organizations by ... having the right people on your team to combine tax consulting solutions and innovative technology that align the...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Deloitte (San Francisco, CA)
- Are you a strategic and creative Indirect Tax professional who likes solving complex state and local indirect tax issues within sales & use and excise tax ? ... to make a greater impact on organizations by combining tax consulting solutions and innovative technology that align the... consulting/compliance engagements. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Deloitte (Los Angeles, CA)
- Interested in taking your tax and business experience to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance ... is the place for you! The Team National Federal Tax Services (NFTS) is a national practice within Deloitte...Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%,… more