- Providence (CA)
- …reporting to the Executive Director of Planned Giving, will join a gift planning team that manages, plans, and executes a comprehensive planned giving program for ... will serve as a subject matter expert in planned giving, where familiarity with tax laws and regulations around charitable giving is pivotal. This is a remote… more
- Deloitte (Los Angeles, CA)
- …optimization, restructuring, business design and transformation, infrastructure and real estate , mergers and acquisitions (M&A), and sustainability. The team works ... ability to identify and evaluate business, industry, financial, accounting to tax risk related transactions + Identify potential "deal breakers", industry, country,… more
- City of Long Beach (Long Beach, CA)
- …Experience managing commercial district revitalization/business improvement, workforce development, tax -increment financing, and strategic planning ; + Experience ... degree from an accredited college or university in Urban and Regional Planning , Public Administration, Business Administration, Economics, or a closely related field… more
- Wells Fargo (Pasadena, CA)
- …investment management, general trust administration, specialty trusts, custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and ... and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * Closely held asset management * Real … more
- City National Bank (Irvine, CA)
- …Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust accounts ... customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart. *WHAT WILL YOU DO?* * Perform a… more
- Bank of America (San Jose, CA)
- …of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning , and Investment Management and a comprehensive understanding of the ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more
- Robert Half Legal (San Mateo, CA)
- …focus on trusts and estates or probate litigation preferred. * Proficient in estate planning , probate litigation, and civil litigation practices. * Active member ... sensitive client matters with empathy and professionalism. * Solid understanding of estate law, probate administration, and tax considerations. * Commitment to… more
- Robert Half The Creative Group (Los Angeles, CA)
- …○ Draft thought leadership content on topics such as intellectual property, financial planning , tax policy, and market trends * Research & Intelligence Gathering ... high-impact PR and marketing campaigns for clients in legal, finance, and real estate sectors. Key Responsibilities * Media Relations Support ○ Develop and maintain… more
- Umpqua Bank (Walnut Creek, CA)
- …years'involvement in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal ... + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+… more
- Robert Half Finance & Accounting (Los Angeles, CA)
- …to join our team in Los Angeles, California, specializing in the real estate and property industry. This role is pivotal in overseeing financial operations, ensuring ... compliance with accounting standards, and driving strategic financial planning to support organizational growth. The ideal candidate will bring expertise in managing… more
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