• Assistant Controller or Controller

    Robert Half Finance & Accounting (San Francisco, CA)
    …Reconciliation, Bank Relations, Financial Planning , Financial Statement preparation, Annual Income Tax Provision, Complex Tax Return, Estate Tax , ... managers. Prepares annual financial plans in collaboration with estate management. Oversees vineyard financial planning and...Tax Provision, Individual Tax Return, Partnership Tax . Vineyard accounting and commercial real estate … more
    Robert Half Finance & Accounting (08/27/25)
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  • Director of Acquisitions and Development

    BRIDGE Housing Corporation (San Francisco, CA)
    …equivalent degree in multi-family home real estate acquisitions, business, real estate , architecture, planning , or finance; advanced degree preferred + 7-10 ... will be responsible for evaluating and assessing potential real estate acquisitions, divestitures and development of multi-family affordable/workforce housing. The… more
    BRIDGE Housing Corporation (07/18/25)
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  • Analyst II Accounts Payable

    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...pending payments. + Special projects as needed **Dimensions:** + Planning , organizing and prioritizing skills + Attention to detail… more
    Anywhere Real Estate (08/28/25)
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  • Wealth Strategist

    Bank of America (San Francisco, CA)
    …for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private ... families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position,... experience for UHNW families and individuals + Strong Tax , legal research and writing skills + Series 7… more
    Bank of America (06/12/25)
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  • Underwriting Team Leader - Community Development…

    KeyBank (San Francisco, CA)
    …execution. **REQUIRED QUALIFICATIONS** + Bachelor's Degree in Business Administration, Finance, Urban Planning /Real Estate , or Engineering + Expert in Low Income ... Underwriting Associates responsible for analyzing and closing Affordable Housing real estate debt and equity transactions. The individual will provide direct… more
    KeyBank (08/16/25)
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  • Attorney/Lawyer

    Robert Half Legal (Sacramento, CA)
    …from an accredited law school Must have at least 3 years of estate planning experience Experience with advanced tax planning experience a plus Robert ... Description We are looking for an experienced Estate Planning Attorney located in Sacramento or Auburn! Key Responsibilities: + Consult with potential and… more
    Robert Half Legal (08/13/25)
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  • Wealth Strategist (Financial Planner)

    City National Bank (Beverly Hills, CA)
    …Protection, and Investments, with an emphasis on business owner wealth and succession planning . *WHAT WILL YOU DO?* * Work with Sr. Wealth Strategist and Wealth ... Strategist in developing integrated estate and financial plans for U/HNW clients through partnering...COIs. Assist in setting the agenda for the wealth planning process and the process of implementing the solutions.… more
    City National Bank (08/07/25)
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  • Sr. Accountant

    Robert Half Finance & Accounting (San Francisco, CA)
    … strategies and financial processes. The ideal candidate will bring expertise in tax preparation, research, and planning , along with a commitment to accuracy ... review various tax filings, including corporate, partnership, individual, trust, and estate income returns. * Conduct in-depth research on tax regulations… more
    Robert Half Finance & Accounting (06/21/25)
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  • Accounting Manager/Supervisor

    Robert Half Finance & Accounting (Laguna Beach, CA)
    …state tax regulations. * Stay informed on best practices related to real estate tax strategy. Property Support & Administrative Duties * Respond to tenant ... for each property. * Assist in financial forecasting and planning efforts. * Prepare and conduct annual CAM (Common...& Compliance Support * Coordinate with external CPAs or tax professionals on real estate -related tax… more
    Robert Half Finance & Accounting (08/01/25)
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  • Paralegal

    Robert Half Legal (Sacramento, CA)
    …case tasks Requirements - 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving and analytical ... Probate & Estate Administration - Experience with Estate Tax Return - Strong familiarity with...Strong familiarity with Probate Law - Comprehensive knowledge of estate planning - Power of attorney forms… more
    Robert Half Legal (07/29/25)
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