• Tax Manager - Private Equity Firm

    Robert Half Finance & Accounting (San Francisco, CA)
    Description Michelle Espejo with Robert Half Financial Services is recruiting for a Tax Manager at a Private Equity Firm. This is a full-time permanent role ... based in San Francisco with a Hybrid schedule. Our client , a prestigious private equity firm managing...info and immediate consideration. Requirements + 5+ years of tax experience with private equity partnership experience.… more
    Robert Half Finance & Accounting (06/06/25)
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  • Private Wealth Analyst

    City National Bank (Los Angeles, CA)
    …to ensure delivery of Investment Policy Statements and ongoing progress on agreed upon client strategies. * Partner with PB teams in business development, on ... in performing financial planning analyses. * Collaborate closely with Tax and Financial Planning team. * Lead region as...of new investment management and trust accounts. * Aid Private Bankers to ensure client 's current goals,… more
    City National Bank (05/02/25)
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  • Private Wealth Analyst

    City National Bank (Irvine, CA)
    …to ensure delivery of Investment Policy Statements and ongoing progress on agreed upon client strategies. * Partner with PB teams in business development, on ... in performing financial planning analyses. * Collaborate closely with Tax and Financial Planning team. * Lead region as...of new investment management and trust accounts. * Aid Private Bankers to ensure client 's current goals,… more
    City National Bank (04/18/25)
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  • JP Morgan Wealth Management - Executive Director,…

    JPMorgan Chase (San Francisco, CA)
    …Engage with JP Morgan Wealth Management (primarily Case Wealth Management) advisors on client engagement efforts. + Partner with Chase Wealth Management advisors ... The Client Specialist is a sophisticated wealth expert that...with bankers you will serve as the lead wealth partner . You will help identify the banker's best wealth… more
    JPMorgan Chase (05/29/25)
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  • Sr Human Resources Business Partner

    Southern Glazer's Wine and Spirits (Cerritos, CA)
    …wine and spirits distributor, Southern Glazer's isn't just one of Forbes' Top Private Companies; it's a family-owned business with deep roots dating back to 1933. ... comprehensive medical and prescription drug coverage, dental and vision plans, tax -saving Flexible Spending Accounts, disability coverage, life insurance plans, and… more
    Southern Glazer's Wine and Spirits (06/08/25)
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  • Settlement and Termination Officer

    City National Bank (Los Angeles, CA)
    …the termination department and engage in all aspects of the account close process. Partner with all internal department colleagues in Tax , Fees, Operations, and ... which are includible in a decedent's estate for estate tax purposes. Operate as main point of contact for...needs in high volume environment. Regularly convenes and facilitates client , advisor and family meetings apprising of status. Identifies,… more
    City National Bank (05/17/25)
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  • JP Morgan Wealth Management, Vice President,…

    JPMorgan Chase (Palo Alto, CA)
    …leveraging tax and trust & estate laws knowledge, identifying client engagement opportunities, partnering with field management to establish regional strategies, ... is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas...related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with… more
    JPMorgan Chase (05/26/25)
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  • Senior Compensation Analyst

    Renaissance (Sacramento, CA)
    …is a senior-level professional who is responsible for day-to-day management and client facing support of the company's global compensation programs. Renaissance is ... is a great opportunity to be part of a private equity owned company that has grown rapidly through...related to compensation, and using that knowledge to advise client group to optimize their compensation programs. + Lead… more
    Renaissance (06/02/25)
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  • Director, Finance and Accounting Permanent…

    Vaco (San Francisco, CA)
    …for client opportunities. + Consult hiring managers and serve as a client partner through the candidate selection process. + Foster long-term relationships ... (Category: 500+ Employees) + An Inc. 5000 fastest growing private company in America every year since 2007 **A...since 2007 **A Day in the Life** Our CFO client just called. Her VP of Accounting just gave… more
    Vaco (06/05/25)
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  • Emerging Companies Associate

    Dorsey & Whitney LLP (Palo Alto, CA)
    …of attorneys and a wider international corporate practice. Clients include public and private companies across a broad range of matters including venture capital and ... private equity financings, initial public offerings, mergers and acquisitions...We are also seeking candidates with good presentation and client handling skills, and a real desire to develop… more
    Dorsey & Whitney LLP (06/04/25)
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