- Bank of America (San Francisco, CA)
- …and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… 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
- City National Bank (Beverly Hills, CA)
- …future life-changing events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their specific goals and ... services to clients. * Keep abreast of legislative and tax changes. * Participate in the sales process to...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… 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
- Omni Hotels (Los Angeles, CA)
- …Pavilion, MOCA and numerous other entertainment destinations. Currently ranked #1 by Trip Advisor for Best Downtown Hotels in Los Angeles, the Omni Los Angeles ... results and maintenance of the integrity of the management information system . Responsibilities + Supervise all accounting functions including payroll, payables,… more
- 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
- ADP (San Dimas, CA)
- …ADP HR, Payroll and Benefits policies and procedures + Knowledge of the Tax , Payroll, ERPs, System Integrators, and Software industry + Excellent interpersonal, ... Services under Smart Compliance Solutions and be a trusted advisor and thought leader to senior leadership to assess,...management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …fast-paced, high-accountability teams + Proficiency with Microsoft Office; familiarity with CRM systems (MS Dynamics or Salesforce) and Schwab Advisor Center is ... 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… more
- Anywhere Real Estate (San Francisco, CA)
- …and Responsibilities:** + Audit invoices to client policy, supplier contracts, tax authority requirements and supporting documents to ensure accurate client ... invoicing. + Assess Value Added Tax , Goods and Services tax...information to support decisions made in the appropriate operating/financial system for control purposes. + Manage resolutions for returned,… more
- CGI Technologies and Solutions, Inc. (Los Angeles, CA)
- …focused on Payroll and Financials * In-depth understanding of payroll systems , tax regulations, benefits integration, and public sector accounting ... will be at the forefront of ERP delivery-configuring payroll and accounting systems to align with regulatory and compliance requirements while ensuring seamless… more