- Sacramento Municipal Utility District (Sacramento, CA)
- …paper program, credit risk management, financial analysis, debt management, issuing tax exempt bonds, commercial paper, preparing presentations to rating agencies ... key role in SMUD's financial landscape. You will serve as a trusted advisor in the Treasury & Revenue Strategy Department, supporting SMUD's financial objectives… more
- Wolters Kluwer (Sacramento, CA)
- …zones preferred _** **Wolters Kluwer** is a leading provider of innovative tax and accounting software solutions, dedicated to empowering individuals and businesses ... will report to the Manager, Field Sales Specialty - Tax & Accounting North America. **What you'll be doing:**...solutions. + **Consultative Support** - Serve as a trusted advisor on audit-related matters, providing guidance to clients on… more
- Bank of America (Walnut Creek, CA)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- General Dynamics Information Technology (San Diego, CA)
- …experience **US Citizenship Required:** Yes **Job Description:** Training Specialist Advisor - **SSDS Tactical Action Officer/Air Defense Warfare Coordinator ... instruction and performance/scenario-based shipboard laboratory training. As a Training Specialist Advisor , the candidate would serve as a Senior Instructor to train… more
- Bank of America (San Jose, CA)
- …**Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key ... of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the… more
- Bank of America (San Diego, CA)
- …The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital ... developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is ... + Assist with advanced estate planning, philanthropic strategies, and tax -advantaged planning + Coordinate with clients' extended teams (eg,...with CRM systems (MS Dynamics or Salesforce) and Schwab Advisor Center is a plus Benefits & Perks: +… more
- The County of Los Angeles (Los Angeles, CA)
- …in the nation. + Flexible Benefit Plans - Benefits may be purchased using tax -free County contribution of an additional 14.5%-17% of the employee's monthly salary. + ... Robust Retirement Packages - Contributory-defined benefit plans; optional tax -deferred income plans that may include a County matching contribution up to 4% of… more
- TEKsystems (Torrance, CA)
- Overview: Are you a former service advisor or technician who knows the ins and outs of vehicles-and is ready to hang up the wrenches and pick up the keyboard? We're ... For: + Hands-on experience as a mechanic or service advisor , preferably at a Honda dealership + Strong working...Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre- tax and Roth post- tax contributions available *… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and their advisors with complex wealth transfer, philanthropic, and tax -advantaged strategies. + Maintain strong relationships with clients' professional teams, ... structure. + Commitment to diversity, equity, and inclusion. + SEC-registered investment advisor . Excited about this opportunity? Apply today and send your resume… more