• Advisor , Finance Operations

    Cardinal Health (Sacramento, CA)
    …Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax , financial plans and policies of the organization, establishes and ... Bachelor's degree in related field, or equivalent work experience, preferred + 4+ years of experience in related field,...including but not limited to Finance, Audit, or Accounting ( preferred ) + Strong MS Excel and Business Objects skills… more
    Cardinal Health (08/08/25)
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  • Employment Tax Account Manager

    ADP (San Dimas, CA)
    …a meaningful impact. **BONUS POINTS FOR THESE:** + At least three years of Payroll Tax experience is preferred . **YOU'LL LOVE WORKING HERE BECAUSE YOU CAN** + ... a **Senior Client Service - Product Support Specialist -- Tax .** + _Are you ready to join a company...from state and federal agencies. + **Be a Trusted Advisor and Problem Solver.** You will use a breadth… more
    ADP (06/18/25)
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  • Sales Representative - R&D Tax Credits

    ADP (CA)
    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 to help Accountants...units. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
    ADP (05/20/25)
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  • Discovery Intern (Sophomore/Junior) Tax

    Deloitte (Costa Mesa, CA)
    …Each intern is assigned a mentorship team, including a counselor and onboarding advisor , to help offer guidance throughout the course of the internship. The ... senior manager, offers career guidance and feedback. The onboarding advisor is a peer level "buddy" to help answer...18 years of age at the time of employment Preferred * GPA of 3.2 * A proven history… more
    Deloitte (08/15/25)
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  • Director, Business Development & Capital Markets…

    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
    CBRE (07/19/25)
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  • Legal Business Associate - Senior

    Deloitte (Costa Mesa, CA)
    …that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We ... now! What you'll do As a professional in Deloitte's Tax Technology Consulting (TTC) team, you will be a...and Matter Management), + Mitratech Team Connect and TAP Preferred : + Advanced Degree in any of the above… more
    Deloitte (06/24/25)
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  • Director of Philanthropy, BMO Wealth Management

    BMO Financial Group (Los Angeles, CA)
    Advisor in Philanthropy(R) (CAP(R)) or Certified Trust and Financial Advisor (R) (CTFA(R)) preferred . + Bachelor's degree required; advanced degree in ... **Position Summary** The Philanthropic Advisor will serve as the face of BMO's...(eg, donor-advised funds, private foundations, charitable trusts) and their tax implications. + Facilitates family conversations around legacy, purpose,… more
    BMO Financial Group (07/29/25)
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  • JP Morgan Wealth Management, Vice President,…

    JPMorgan Chase (Palo Alto, CA)
    …or CFP + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual planning ... is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas...sacrifices integrity and works in the clients' best interest ** Preferred qualifications, capabilities, and skills:** + Series 7 &… more
    JPMorgan Chase (07/12/25)
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  • Family Office Sr. CSA

    Robert Half Finance & Accounting (San Francisco, CA)
    …communications. + Proficiency in Microsoft Office; experience with Microsoft Dynamics or Salesforce preferred . + Experience with Schwab Advisor Center is a plus. ... and their advisors with complex wealth transfer, philanthropic, and tax -advantaged strategies. + Maintain strong relationships with clients' professional teams,… more
    Robert Half Finance & Accounting (08/16/25)
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  • Strategic Planning Sr Director

    ADP (San Dimas, CA)
    …Compliance and Shared Services under Smart Compliance Solutions and be a trusted advisor and thought leader to senior leadership to assess, build, and lead strategic ... the business. A self-starter who serves as a trusted advisor to senior business leaders and works collaboratively across...and Benefits policies and procedures + Knowledge of the Tax , Payroll, ERPs, System Integrators, and Software industry +… more
    ADP (07/25/25)
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