- Robert Half Finance & Accounting (Orinda, CA)
- …and stay on top of planning goals across multiple clients + Research planning strategies, tax moves, Roth conversions, and more + Keep client data clean and plans up ... industry tech tools like Tamarac, MoneyGuidePro, Holistiplan, and Schwab Advisor Center + Help refine firm processes and contribute...as client outcomes Perks & Benefits: + Competitive base salary + performance bonus opportunities + 4 weeks PTO… more
- CRC Insurance Services, Inc. (Woodland Hills, CA)
- …This role extends beyond traditional sales support functions-serving as a trusted advisor , escalation point, and process owner for proposal development and quoting ... initiatives within a sales or service environment. (preferred) The annual base salary for this position is $45,760 - $84,000. **General Description of Available… more
- Fannie Mae (San Francisco, CA)
- …legal projects related to multifamily or corporate initiatives, low-income housing tax credit (LIHTC) investments, and asset management or regulatory concerns. You ... with and influencing clients. * Experience with building trusted advisor relationships. Desired Experience * In-house legal department experience, including… more
- City National Bank (Los Angeles, CA)
- …needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on ... & Small Business Financials - reviewing financial statements / tax returns of both individuals and businesses to be...key tools *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary : $87,027 - $138,965 per year. Exact compensation may… more
- City National Bank (Los Angeles, CA)
- …stock, securities settlement, cashiering, corporate reorganizations, dividends, margin, and tax inquiries. * Provide supervisory level technical support for CNS ... of all regulatory authorities and of City National Securities and the CNS Advisor Product * Maintain a proactive commitment to established Bank programs, such as… more
- ADP (San Diego, CA)
- …life-long friendships here. + Collaborate Daily. You will serve as a trusted advisor , partner, and ADP ambassador to brokers, internal partners, and overall network ... ADP's culture and our full set of values. Base salary offers for this position may vary based on...management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business… more
- Cupertino Electric (San Jose, CA)
- …Supervisor **Reports To:** Sr. Accounting Manager **Location:** San Jose, California ** Salary Range:** $150,000 to $175,000 **_*This position is eligible for the ... Department is comprised of seven teams: Accounts Payable, Payroll, Billing, GL, FP&A, Tax , and Project Accounting that work closely together to ensure compliance and… more
- Gilead Sciences, Inc. (Foster City, CA)
- …to unexpected events alongside ongoing demands. + Serve as a trusted advisor on high-stakes litigation, investigation, and risk assessment matters that impact Gilead ... actions), mass tort product liability actions, anti-trust, commercial disputes, tax , appellate court proceedings, and securities actions. + Investigation experience… more
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