- Bank of America (Palo Alto, CA)
- … topics such as trust and estate planning , income and wealth transfer tax planning , investments, retirement planning and cash flow modeling, sale of ... with major developments in trust, estate/wealth transfer and financial planning , while following current and proposed tax ...financial planning , while following current and proposed tax legislation and understanding the impact on clients +… more
- Gelfand Rennert & Feldman (Century City, CA)
- …Staff Accountant's preparation of moderately complex tax returns + Conduct tax research and multi-jurisdictional planning , and foreign touring clearances + ... hybrid basis. The Manager is responsible for overseeing all financial and tax aspects related to assigned client accounts. Primary Responsibilities + Supervision and… more
- Robert Half Finance & Accounting (Marin County, CA)
- …budgets, and deliver clear reporting to support family decision-making. + Manage tax planning and compliance-individual, trust, and partnership filings included. ... a key moment. The office is bringing financial and tax operations in-house after years of outsourcing and is...internal financial operations, including accounting, bill pay, banking, and tax functions across entities and households. + Design and… more
- City National Bank (San Francisco, CA)
- …or Masters in Tax /Accounting/Business ) * Minimum 8 years of financial planning or related experience * Minimum 8 years of experience within Banking, Brokerage, ... up to 20% * Demonstrate expertise in multiple areas such as: estate planning and transfer tax ; income tax ; philanthropic planning ; life insurance; asset… more
- Robert Half Finance & Accounting (Irvine, CA)
- …a wide range of partnerships and disregarded entities. * Develop and implement tax planning strategies to optimize financial outcomes and minimize liabilities. * ... you will play an essential part in maintaining accurate financial records, overseeing tax preparation, and supporting strategic financial planning . This is a… more
- Robert Half Finance & Accounting (Vista, CA)
- …financial data globally. Advise on transfer pricing strategies and international tax planning to optimize overall financial performance. Collaborate with ... decisions that maximize profitability and mitigate risk. Oversee financial planning , forecasting, and budgeting processes, including identifying opportunities to… more
- Robert Half Legal (Sacramento, CA)
- …of legal matters, from corporate and real estate transactions to intellectual property and tax planning . If you thrive in a collaborative environment and have a ... legal counsel on business and real estate transactions, corporate matters, tax planning , and estate management. * Draft, review, and negotiate contracts with… more
- Deloitte (San Francisco, CA)
- …value to the organization. You will deliver services for companies that are implementing tax solutions related to enterprise resource planning (ERP) systems and ... that enhances the core responsibilities of compliance, reporting and planning , while also positioning tax as a strategic business advisor for the digital era.… more
- Deloitte (Costa Mesa, CA)
- …value to the organization. You will deliver services for companies that are implementing tax solutions related to enterprise resource planning (ERP) systems and ... that enhances the core responsibilities of compliance, reporting and planning , while also positioning tax as a strategic business advisor for the digital era.… more
- Umpqua Bank (Newport Beach, CA)
- …client financial needs. This position requires expertise in simple to intermediate estate planning , tax planning and advanced investment management. + ... portfolio management, private banking, and wealth management skills. + Intermediate estate planning , tax , advanced investment management skills. + CFP, CIMA,… more