- City National Bank (Newport Beach, CA)
- …needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on ... new client relationships and deepen existing client relationships; provide senior support and act as a role model to...& Small Business Financials - reviewing financial statements / tax returns of both individuals and businesses to be… more
- Eliassen Group (Sacramento, CA)
- …Stakeholder Engagement & Enablement** + Build trust and alignment across departments and with senior leadership. + Act as a strategic advisor to business units ... for the following benefits: medical (choice of 3 plans), dental, vision, pre- tax accounts, other voluntary benefits including life and disability insurance, 401(k)… more
- Cupertino Electric (San Jose, CA)
- **Posting Title:** Manager, Accounting **Reports To:** ** Senior Accounting Manager** **Location:** San Jose, CA **Salary Range:** $121,000 - $175,000 **_*This ... 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
- Charles Schwab (San Francisco, CA)
- …rep and advisor facing reporting experiences. + Partner closely across senior MDs, technical and data leaders to ensure investments are future-proofed and able ... can serve clients seeking sophisticated specialty planning like estate and tax planning capabilities, alongside core financial planning services and retirement… more
- SanDisk (Milpitas, CA)
- …with ambiguity, and adept at communicating complex financial information to senior executives. You must possess strong leadership qualities, take ownership of ... long-term strategic plans, annual budgets and forecasting + Become a key advisor to Consumer Executive leadership, providing insights and recommendations to drive… more
- Clay Lacy Aviation (Van Nuys, CA)
- …Ensure seamless year-end processing, including W-2/1099 distribution, reconciliation, and tax filings, in collaboration with external providers and internal ... Design and Optimization + Partner with the CPO and senior HR leaders to align total rewards operations with...strategies and self-service tools. + Serve as a key advisor in resolving complex employee benefit issues, appeals, and… more
- Jet Aviation (CA)
- …**Total Rewards Design and Optimization** + Partner with the CPO and senior HR leaders to align total rewards operations with long-term organizational goals ... Ensure seamless year-end processing, including W-2/1099 distribution, reconciliation, and tax filings, in collaboration with external providers and internal… more
- Umpqua Bank (Walnut Creek, CA)
- …strategies and goals. + Reports on the activities of the assigned office to senior management of the trust company. + Responsible for leadership and mentoring of the ... Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + 10+years'experiencein trust… more