- GTN Technical Staffing (Solana Beach, CA)
- …principles and IRS regulations. You have expertise in individual income tax and estate tax planning . You may have experience with flow-through entities ... planning . Performing technical research on individual, trust and estate planning and compliance matters for clients....work including experience working with individual, fiduciary, gift and estate tax returns. You have a well-rounded… more
- To & Scott Llc (San Diego, CA)
- …services to business owners, high-net-worth individuals, and families. We specialize in complex tax matters, trust and estate planning , and strategic ... owners, high-net-worth individuals, and families. We specialize in complex tax matters, trust and estate planning...specialize in complex tax matters, trust and estate planning , and strategic business advisory services.… more
- To & Scott Llc (Irvine, CA)
- …services to business owners, high-net-worth individuals, and families. We specialize in complex tax matters, trust and estate planning , and strategic ... owners, high-net-worth individuals, and families. We specialize in complex tax matters, trust and estate planning...specialize in complex tax matters, trust and estate planning , and strategic business advisory services.… more
- To & Scott Llc (Laguna Beach, CA)
- …services to business owners, high-net-worth individuals, and families. We specialize in complex tax matters, trust and estate planning , and strategic ... owners, high-net-worth individuals, and families. We specialize in complex tax matters, trust and estate planning...specialize in complex tax matters, trust and estate planning , and strategic business advisory services.… more
- Children's Hospital Los Angeles (Los Angeles, CA)
- …in a medical or higher educational setting or 7+ years experience practicing law or estate / tax planning may be considered and /or equivalent experience. + ... relationship-driven fundraising professional to serve as Associate Vice President, Gift Planning (AVP). This is a unique opportunity to join a high-performing,… more
- United Legacy (San Diego, CA)
- …of affiliated brands offering services related to real estate , lending, tax strategy, estate planning , and other complementary solutions. Position ... Job Description Job Description United Legacy is a private real estate investment and development firm supported by a portfolio… more
- Liberty Group, LLC. (Oakland, CA)
- …and ability to meet deadlines. Experience filing 706 and 709s Experience with tax preparation for estate planning and trusts. Preferred Qualifications: ... regulations, strong analytical skills, and the ability to provide strategic tax planning for individuals and businesses. This role involves preparing tax … more
- NKSFB (Los Angeles, CA)
- …offices to handle tax work papers for their businesses, investments and estate planning entities. Prepare tax accounting adjustments and financial ... Senior Tax Preparer gathers and reviews client tax documents to prepare necessary individual, partnership, estate... tax documents to prepare necessary individual, partnership, estate , corporate, and/or trust tax returns. The… more
- Iraj Pessian & Associates (Torrance, CA)
- …income tax returns (individual, partnership, corporate, trusts) Advise clients on tax planning Communicate and provide explanations to the client's tax ... questions Maintain knowledge of current federal and California tax law changes and planning opportunities Collaborate with other CPAs to resolve each other’s … more
- Caprock Partners Management Inc (Newport Beach, CA)
- …to facilitate their audit procedures. Assist with ad-hoc investor and lender reporting requests. Tax Reporting Support Tax Manager and external tax firm ... and operational matters pertaining to fund subsidiaries structured as Real Estate Investment Trust (“REITs”), including preparation of quarterly REIT compliance… more
