- J&J Family of Companies (Santa Clara, CA)
- …analysis related to consolidated performance, including revenue, OPEX, EBITDA, and cash flow + Partner closely with Accounting, Tax , and FP&A teams to align on ... financial results and ensure consistent assumptions + Manage and improve financial planning system and tools + Lead a team of FP&A professionals, providing mentorship, performance management, and career development + Support ad hoc financial analysis, scenario… more
- Lightsource bp (San Francisco, CA)
- …and tax equity structuring. * Represent the company in partner meetings, regulatory discussions, and cross-organizational workstreams as needed. **Knowledge** * ... monthly variance analysis, revenue tracking, and cost control. * Manage tax equity investor relationships and reporting requirements, including flip model tracking… more
- City National Bank (Beverly Hills, CA)
- …future life-changing events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their specific goals and ... objectives to provide solutions to meet their needs. * Partner with Strategy team to develop comprehensible explanations of...services to clients. * Keep abreast of legislative and tax changes. * Participate in the sales process to… more
- Amazon (Santa Monica, CA)
- …innovation, and amplify customer experience. The Finance, Administration, Cybersecurity, & Tax (FACT) Vertical team is seeking a highly qualified individual with ... teams and partners to build solutions, programs, and frameworks that help tax authorities modernize and digitally transform their systems. - Support customers'… more
- Guardian Life (Sacramento, CA)
- …and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as 1120/1120S/1065 business ... tax returns + Analyzing balance sheet and income statements...to discover all planning and cross-offer opportunities. + Effectively partner with producers by thoroughly understanding the roles, responsibilities,… more
- AON (San Francisco, CA)
- …work directly with senior members of the Representations & Warranty and Tax teams in the placement and negotiation of sophisticated transactional insurance products ... + Support senior brokers in the structuring and placement of R&W and Tax insurance policies for domestic and cross-border M&A deals. + Analyze quotes for… more
- Wolters Kluwer (Sacramento, CA)
- …zones preferred _** **Wolters Kluwer** is a leading provider of innovative tax and accounting software solutions, dedicated to empowering individuals and businesses ... to senior leaders across the business. Additionally, you will partner with the Audit product team to ensure proper...will report to the Manager, Field Sales Specialty - Tax & Accounting North America. **What you'll be doing:**… more
- CBRE (Sacramento, CA)
- …on equity-related questions, including grant details, taxation, and platform navigation. + Partner with Payroll, Legal, and Finance to ensure correct reporting, ... tax withholding, and compliance with accounting and ...laws, including SEC rules and Section 16 reporting. + Partner with Legal to monitor and maintain insider trading… more
- Intuit (Mountain View, CA)
- …we evolve our approach to Customer Success, this role will help shape how partner and expert teams contribute to customer loyalty, retention, and revenue growth. You ... success teams and foster a high-performance culture through internal and partner workforce. Experience delivering customer experience for SMB's and high value… more
- ADP (San Dimas, CA)
- …System Integrators in the market. You will be responsible for driving your partner accounts' success through innovation and analytics. As the primary point of ... typical day:** + Own overall relationship with assigned partners; identify and partner with key customer stakeholders to ensure alignment between their business and… more