- Grant Thornton (San Francisco, CA)
- … estate , and hospitality sectors, among others. Responsibilities include planning , directing, and completing projects and services for investigations, litigation ... As a Real Estate /Construction Advisory Manager, you will get the opportunity...that are reliant on federal funding and/or pertinent to tax credit incentives. + Assisting in matters involving fraud,… more
- Grant Thornton (San Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...that are reliant on federal funding and/or pertinent to tax credit incentives + Assisting in matters involving fraud,… more
- City National Bank (San Diego County, CA)
- *RELATIONSHIP MANAGER SENIOR COMMERCIAL REAL ESTATE * WHAT IS THE OPPORTUNITY? This person is responsible for building and maintaining a profitable loan portfolio ... brokers. * Develops a strong understanding of clients and Commercial Real Estate Industry to assist in customer calling efforts. Maintains awareness of competitive… more
- City National Bank (Los Angeles, CA)
- *CREDIT ANALYST II - Commercial Real Estate *Level may change based on candidate experience (ie, I, II, or Senior Analyst)* *Hybrid Schedule, 3 Days a Week in ... IS THE OPPORTUNITY? The Credit Analyst assists the Real Estate Team with the recommendations for new credit and...include financial statements for the company, owners, and/or guarantors, tax returns, cash flow, collateral, covenants, A/P & A/R… more
- Zions Bancorporation (San Diego, CA)
- …and businesses. These services include personalized investment strategies, financial planning , estate and tax planning , succession planning , and ... + Private Bankers + Commercial Bankers + Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor, your role will be to build… more
- Western Digital (San Jose, CA)
- …Description** As the Chief of Staff for Western Digital's VP of Corporate Real Estate & Workplace (CREW), you'll serve as a strategic thought partner and advisor for ... the organization's operational rhythm, allowing for transparency, consistency, and proactive planning . + Establish and maintain cadence for key meetings and… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …Key Responsibilities + Design and implement advanced tax strategies across estate , charitable, business succession, and investment planning areas. + Partner ... integrated planning around trusts, stock options, real estate , and closely held businesses. + Analyze tax... estate , and closely held businesses. + Analyze tax returns to uncover planning opportunities aligned… more
- Zions Bancorporation (Irvine, CA)
- …businesses. These services often include personalized investment strategies, financial planning , estate and tax planning , succession planning , and ... banking professionals, which includes: + Investment Management Portfolio Managers/Advanced Planning Professionals + Retail Bankers + Community/Business Bankers +… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …About the Role We are a growing wealth management firm seeking an experienced Senior Tax Planning Advisor to join our team. This role is ideal for someone ... + Analyze tax returns and align findings with broader investment and estate planning strategies. + Engage with prospective clients to identify tax… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …all aspects of income tax compliance, including federal and state, tax planning activities, and other related projects as directed. * Prepare/Review/Assist ... state tax compliance * Understanding of real estate tax technical and transaction skills, including...o REIT taxation and qualification o Due diligence, acquisition/disposition planning and structuring o Tax accounting, … more