- City National Bank (Irvine, CA)
- …working directly with credit approvers. * Deep knowledge of ESOP regulations, tax implications, legal structures, and capital strategy considerations. * ... deal terms in close coordination with credit partners and legal counsel. * Oversee all aspects of the deal...as a senior internal advisor on ESOP-related matters including tax structuring, fiduciary dynamics, and long-term ownership planning. *… more
- Proofpoint (Sunnyvale, CA)
- …and provide adequate information and timely response related to equity transactions with Legal , Finance, HR, Tax and Payroll departments to ensure effective ... financial audit or international audit requests and provide ad-hoc reports for Finance, Tax , HR and Legal as needed + Work closely with HR, payroll and tax … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …funds + Oversee the close process and ensure accurate fund reporting + Work with Tax , Legal , Ops, and Investor Relations to align on key initiatives + Improve ... placement solutions for finance and accounting, technology, marketing and creative, legal , and administrative and customer support roles. Robert Half works to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to the Global Controller, this individual will collaborate across departments including Tax , Legal , Operations, and Investor Relations, and will serve as ... placement solutions for finance and accounting, technology, marketing and creative, legal , and administrative and customer support roles. Robert Half works to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …deliverables for accuracy and completeness. + Partner with internal stakeholders across Tax , Legal , Operations, and Investor Relations. + Provide mentorship and ... placement solutions for finance and accounting, technology, marketing and creative, legal , and administrative and customer support roles. Robert Half works to… more
- The Walt Disney Company (Santa Monica, CA)
- …leadership for features and systems in your portfolio, partnering with finance, accounting, tax , legal , product, data, and engineering and other stakeholders to ... role functions as a day-to-day liaison between business, data and analytics, legal and compliance, finance and accounting, technology and product organizations to… more
- Lincoln Financial (Sacramento, CA)
- …and their respective employees, representatives and/or insurance agents do not provide tax , accounting or legal advice. Lincoln is committed to creating ... Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to perform more...Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. + Provides technical research on new and… more
- Lincoln Financial (Sacramento, CA)
- …and their respective employees, representatives and/or insurance agents do not provide tax , accounting or legal advice. Lincoln is committed to creating ... filings, etc. * Interpreting retirement plan documents to ensure continual compliance with legal interpretation and potential impact of changes to Federal tax … more
- Robert Half Legal (Los Altos, CA)
- …candidate will specialize in trust and estate planning, probate administration, and estate tax strategies, providing tailored legal solutions to meet the unique ... * Advise clients on trust and estate planning, probate administration, estate tax , and asset protection strategies. * Draft, review, and finalize legal… more
- Providence (Mission Hills, CA)
- …**Personalized Strategies:** Formulate individualized solicitation strategies for planned giving prospects. + ** Legal and Tax Advisory:** Provide legal and ... donors' advisers. + **Document Management:** Draft and review gift illustrations and legal documents, ensuring compliance with legal requirements. + **Risk… more
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