- Deloitte (San Francisco, CA)
- …operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will provide federal tax consulting and compliance ... relevant for public and private companies and range from tax planning to tax compliance,...finance or related field + Solid understanding of real estate tax technical and transaction skills, including… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …Solver: Proactively identifies tax strategies that complement financial and estate planning + Emotionally Intelligent: Builds trust quickly and respects ... wealth management firm is seeking a highly experienced Senior Tax Planning CPA to join its team...estate , and business succession + Review and analyze tax returns to identify planning opportunities +… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …Solver: Proactively identifies tax strategies that complement financial and estate planning + Emotionally Intelligent: Builds trust quickly and respects ... rapidly growing wealth management firm is seeking a Senior Tax Planning CPA to join its team...estate , and business succession + Review and analyze tax returns to identify planning opportunities +… more
- Deloitte (Costa Mesa, CA)
- …as well as preparing materials and research for consulting projects related to tax planning opportunities. + Coordinating and communicating with client contacts ... an opportunity to help develop and use the latest tax technologies in the real estate industry...3 days per week + 3+ years experience providing tax planning services or preparing client work… more
- Fox Rothschild LLP (San Francisco, CA)
- …but not limited to corporate, litigation, bankruptcy, labor & employment, tax , real estate , estate planning , estate administration, trust planning ... , trust administration, and intellectual property matters) and define relationships within the conflicts-of-interest system. + Determine when it is appropriate and/or necessary to escalate an issue to the Conflicts Counsel, or the General Counsel's Office.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …thorough responses. + Analyze client portfolios and develop strategic recommendations across investments, tax , estate , and risk planning . + Prepare and ... will be responsible for managing client relationships, delivering comprehensive financial planning , and supporting the execution of investment and wealth strategies.… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …as a guide and mentor to junior associates and analysts + Assist with advanced estate planning , philanthropic strategies, and tax -advantaged planning + ... organized and comfortable managing complex client needs + Familiarity with estate and tax planning concepts + Leadership experience in fast-paced,… more
- Umpqua Bank (Irvine, CA)
- …meet complex client financial needs. This position requires expertise in simple to intermediate estate planning , tax planning and advanced investment ... portfolio management, private banking, and wealth management skills. + Intermediate estate planning , tax , advanced investment management skills. + CFP, CIMA,… more
- The County of Los Angeles (Los Angeles, CA)
- DEPUTY COUNTY COUNSEL - REAL ESTATE Print (https://www.governmentjobs.com/careers/lacounty/jobs/newprint/4704349) DEPUTY COUNTY COUNSEL - REAL ESTATE Salary ... 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. +… more
- Bank of America (Los Angeles, CA)
- …PWM on fiduciary issues, responsible for publication of Practical Drafting, quarterly estate planning / tax and fiduciary technical publication, provide line ... well as COIs and other external partners + Technical expertise in areas of estate planning , tax , regulatory, legal and compliance + Strong ability to work in… more