- Robert Half Finance & Accounting (El Cerrito, CA)
- Description Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position ... gift tax (709) and foundation (990) returns, along with payroll, sales tax , and foreign asset reporting. + Respond to client inquiries related to retirement… more
- 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 ... units. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...of successfully selling into the business community, preferably in Tax Credit sales + 30-40% travel; in-person… more
- Edward Jones (Castro Valley, CA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- Bank of America (Palo Alto, CA)
- Wealth Strategies Advisor Palo Alto, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning services...as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling,… more
- US Bank (Rancho Palos Verdes, CA)
- …Day One. **Job Description** This position is designed to be a developmental Financial Advisor at the Associate level. Under the guidance and in partnership with a ... senior advisor , this advisor will learn and develop...meet the customer/prospect's particular financial status, objectives, risk tolerance, tax exposure, and the like. Develops an expertise and… more
- Zions Bancorporation (San Diego, CA)
- …These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of ... We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in...client relationships, with a proven history of successfully exceeding sales targets. + Process a keen understanding of financial… more
- ADP (Irvine, CA)
- Applications for this posting will be accepted until 5/31/25 ADP is hiring a ** Sales Representative for R&D Tax Credits.** + **As a sales professional, are ... here. **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...sales role, responsible for gaining access and self-generating sales pipeline. Tax Credits experience is a… more
- Deloitte (San Francisco, CA)
- …and creative Indirect Tax professional who likes solving complex state and local indirect tax issues within sales & use and excise tax ? Are you ready ... consulting/compliance engagements. + Acting as a trusted business advisor to clients on a variety of issues including... to clients on a variety of issues including sales & use and excise tax overpayment… more
- Deloitte (San Diego, CA)
- …include investment management services, state income and franchise tax , indirect tax , business restructuring, credits and incentives, sales and use tax ... Are you a strategic and creative Multistate Tax Investment Management professional who loves solving complex...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Applied Materials (Santa Clara, CA)
- …careers at Applied. **Key Responsibilities** + With guidance from manager, research tax laws, rules and regulations to develop preliminary answers to technical ... progress and changes. + Projects as assigned by regional Tax Manager + Support M&A and divestiture projects in...and a stock award program, as applicable. For all sales roles, the posted salary range is the Target… more