- CompuCom (Sacramento, CA)
- Step into the role of **Channel Alliance Manager ** and become the catalyst for exponential growth through high-impact OEM partnerships. This isn't just about ... maximize current and future sales opportunities + Strategic planning, revenue and re- investment dollar growth targets and input into all operations necessary to… more
- JPMorgan Chase (Palo Alto, CA)
- …Planner within JP Morgan Wealth Management , you will need a deep understanding of tax and trust & estate laws and must be able to communicate that knowledge in a ... need to learn about the various products and platforms ( investment , banking and lending) available to our advisors across...transaction planning + Partner with field leadership and Practice Management to integrate estate and tax planning… more
- JPMorgan Chase (Los Angeles, CA)
- The Private Client experience at JP Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is ... Private Client, marking the initial engagement of bank-only clients with Wealth Management . As a Vice President, Private Wealth Planner within JP Morgan Wealth… more
- 24 Hour Fitness, INC. (CA)
- …The Senior Payroll Analyst is accountable for payroll wage reconciliations, tax activities including reporting and payments, form W-2 processing, and compliance ... Trend Analysis and validate payroll totals for approval by Management . * Download all required reporting after acceptance of...ADP and Fed Ex for shipping 2. Manage Payroll Tax Processing * Prepare miscellaneous tax returns… more
- Bank of America (San Jose, CA)
- …having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive ... + Data Visualization + Risk Modeling + Trading and Investment Analysis + Investment Management ...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- TIAA (Redwood City, CA)
- …Planned Giving Technical Consultant job provides expert advice to the department's management and staff regarding legal, tax , and regulatory requirements that ... to support complex gift planning initiatives and the resolution of gift administration, tax , and investment issues on specific client accounts. + Reviews and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …firm delivers comprehensive financial and investment services-including wealth management , financial planning, tax compliance, and philanthropic support. ... the firm manages a sophisticated portfolio spanning multiple asset classes and investment strategies. Its mission is to steward capital responsibly, foster enduring… more
- BMO Financial Group (San Francisco, CA)
- …knowledge of financial institutions, services and products. + Broad knowledge of investment management principles, economics and financial markets. + Seasoned ... with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with… more
- Bank of America (San Francisco, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... institutions. Merrill Wealth Management is one of the largest businesses of its...for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth… more
- Fannie Mae (San Francisco, CA)
- …housing tax credits. * Maintain overall responsibility for the investment review and approval process of proprietary investments including collaboration with ... a place to call home. Job Description Since restarting its Low-Income Housing Tax Credit (LIHTC) platform in 2018, Fannie Mae has invested approximately $4.7 billion… more