- Robert Half Finance & Accounting (Santa Barbara, CA)
- Description We are looking for a dedicated Tax Director/Manager to lead strategic planning and operations for the Travel, Entertainment, and Miscellaneous ... Reimbursements team, as well as the Tax Services team, within our organization. This role requires...to make a significant impact across various financial and tax -related functions. Responsibilities: * Lead and oversee the operations… more
- Adecco US, Inc. (Walnut Creek, CA)
- …amortized-this may apply to in-house tech or campaign analytics systems. **2. Advisory & Planning ** + ** Tax strategy for entity structure** : Advise whether the ... **CPA Duties forTax Years 2023, 2024, and 2025)** **1. Tax Review** + **Review chart of accounts and classifications**...current S-Corp, LLC, or other setup is optimal for tax efficiency. + **Quarterly estimated tax payments**… more
- Robert Half Finance & Accounting (Sunnyvale, CA)
- …+ Promote a culture of accountability, innovation, and continuous improvement. + Direct tax planning , compliance, and strategy to minimize liabilities and ensure ... team. The CFO will be responsible for the overall financial strategy, planning , reporting, and operations of the company. This individual will ensure financial… more
- Zions Bancorporation (San Diego, CA)
- …individuals, families, and businesses. These services include personalized investment strategies, financial planning , estate and tax planning , succession ... + Private Bankers + Commercial Bankers + Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor, your role will be to build… more
- Bank of America (San Jose, CA)
- …knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning , and Investment Management and a comprehensive understanding ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more
- Cherry Bekaert (Sacramento, CA)
- …Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an ... a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic… more
- HSBC (San Francisco, CA)
- …have very strong client and business acumen. Deep technical expertise in trust, tax and estate planning , business succession planning , pre-immigration and ... on wealth planning matters + Passionate. The Senior Wealth Planning is passionate about tax and estate planning and finds working with clients… more
- Zions Bancorporation (Irvine, CA)
- …families, and businesses. These services often include personalized investment strategies, financial planning , estate and tax planning , succession ... banking professionals, which includes: + Investment Management Portfolio Managers/Advanced Planning Professionals + Retail Bankers + Community/Business Bankers +… more
- Robert Half Legal (Sacramento, CA)
- …Must have at least 3 years of estate planning experience Experience with advanced tax planning experience a plus Robert Half is the world's first and largest ... Description We are looking for an experienced Estate Planning Attorney located in Sacramento or Auburn! Key...and existing clients to gather necessary details for formulating planning proposals. + Regularly meet with established clients to… more
- Bank of America (San Francisco, CA)
- …Qualifications:** + Certified Financial Planner (CFP) Designation + Accounting experience/Personal Tax Planning or CPA experience + Invested in personal ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more