- CBRE (Sacramento, CA)
- …projects through capital markets solutionswith an increasing focus on tax credit transactions andstrategiccorporate engagement. We are seeking a high-performing ... will play a pivotalrolein sourcing, engaging, and bringing corporate buyers into transferable tax credit transactions.This role reports to the Head of Tax Equity… more
- Forest Service (San Dimas, CA)
- …problem-solving meeting the Chief's goals and objectives. Serves as a technical advisor and multidisciplinary advisor to NTDP, WO, and field personnel, ... as a project advisor to project leaders, and as a multidisciplinary project...on the OPM Website. Selectee will be responsible for tax obligations related to payments for moving expenses -… more
- Air Force Materiel Command (Edwards AFB, CA)
- …Flight Sciences, Mission Systems, Space Sciences, or Test Foundations. Responsibilities Senior Advisor : Serves as the top education advisor and senior technical ... Candidate: The Technical Expert will serve as a Senior Advisor to school leadership, as a senior curriculum developer,...announcement and have hearing or speech difficulties click here. Tax Law Impact for PCS: On 22-Dec-2017, Public Law… more
- Edward Jones (Westlake Village, CA)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...associates. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account, and flexible spending account.… more
- Bank of America (San Francisco, CA)
- …and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …individuals and families, including investment management, estate and tax planning, lending strategies, and comprehensive family office services. ... point of contact for a select group of clients, acting as a trusted advisor and strategic partner. You'll lead service delivery, mentor junior team members, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …offering a full suite of solutions including investment management, estate and tax planning, lending strategies, and family office services. About the Firm With ... environment. Position Overview The Senior Client Service Associate will serve as a trusted advisor and primary point of contact for a select group of clients. This… more
- Intuit (Mountain View, CA)
- …an effective strategy to source, attract, manage, and hire a large and diverse Tax Expert community. Create the vision, set the strategy and lead how we attract ... recruiting to continue to grow our external network of tax professionals whilst in tandem, creating clearly defined internal...practices **How you will lead** + Serve as an advisor to internal stakeholders to deeply understand business strategies… more
- City National Bank (Beverly Hills, CA)
- …future life-changing events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their specific goals and ... services to clients. * Keep abreast of legislative and tax changes. * Participate in the sales process to...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
- Anywhere Real Estate (San Francisco, CA)
- …and Responsibilities:** + Audit invoices to client policy, supplier contracts, tax authority requirements and supporting documents to ensure accurate client ... invoicing. + Assess Value Added Tax , Goods and Services tax...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more