- JPMorgan Chase (Palo Alto, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities ... Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be...skills:** + 4-year college degree and either JD, LLB, CPA or CFP + 5 plus years of practice… more
- Robert Half Accountemps (Woodland Hills, CA)
- …Valley area. We are seeking a skilled and experienced Bookkeeper with a background in a CPA firm to join our dynamic team. The ideal candidate will bring a ... exceptional service to our clients. Reporting to the Senior Accountant or Manager , the Bookkeeper will be...accounting, with a focus on serving clients in a CPA firm environment. . Proficiency in accounting… more
- K1 (Manhattan Beach, CA)
- …management + Respond to ad-hoc limited partner, internal team member, and portfolio manager requests + Review information provided to tax consultants for ... K1 is seeking to expand our team by hiring an Accountant to oversee day-to-day financial, operational, and compliance functions for the firm located in Manhattan… more
- Wolters Kluwer (Sacramento, CA)
- …account base of CPA firms. You will report to the Divisional Manager , Field Sales. **Specific job responsibilities are outlined below:** **YOU WILL** + Learn ... or near Tampa, FL _** The digital future has arrived and the tax and accounting professions are changing rapidly. Professionals today have different needs,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …most immediate consideration - Jeffrey Abrams Our client is a dynamic, global asset manager with a focus on B2B software companies. With ~$1B in AUM and additional ... raises on the horizon, the firm is poised to capitalize on the growing fintech...capital planning, and organize investment-related documentation. + Support audit, tax , and regulatory compliance processes in collaboration with internal… more
- CDM Smith (Truckee, CA)
- …external agencies for this position. CDM Smith (a privately held, employee-owned firm ) is seeking a strategic, hands-on, and results-driven Chief Financial Officer ... corporate goals. * Reviews and approves the execution of business strategies for the firm services and programs . * Provides executive management with advice on the… more
- Bank of America (Walnut Creek, CA)
- …planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business ... trust, estate/wealth transfer and financial planning, while following current and proposed tax legislation and understanding the impact on clients + Builds a network… more
- Vaco (San Francisco, CA)
- …accounting/financial project solutions or comparable client relations experience in audit, tax , and/or public accounting. + Proven success achieving and/or ... of a lifetime. + Ranked the #1 Best Staffing Firm to Work for in North America by Staffing...upcoming audit. Or maybe she needs a seasoned project manager to lead a merger integration. As Director of… more
- Vaco (San Francisco, CA)
- …+ Bachelor's degree required. + Minimum of 3 years' experience in audit, tax , and/or public accounting highly preferred. + Experience in a staffing, ... of a lifetime. + Ranked the #1 Best Staffing Firm to Work for in North America by Staffing...beach bar. Or maybe she needs an experienced treasury manager with a strong regulatory background. As a Director… more