- Umpqua Bank (Irvine, 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
- Robert Half Finance & Accounting (Bakersfield, CA)
- …with applicable standards and regulations. * Develop and oversee budgeting processes, tax planning strategies, and banking relationships. * Lead and mentor ... offers an excellent opportunity to oversee financial operations, drive strategic planning , and contribute to the company's long-term success. The ideal candidate… more
- Deloitte (Sacramento, 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 (San Diego, CA)
- … and legal functions that enhance the core responsibilities of compliance, reporting and planning , while also positioning tax and legal as a strategic business ... entity simplification and reviewing governance structures excite you? Deloitte's Tax Technology Consulting, Legal Business Services ("LBS") assists clients with… more
- US Bank (Los Angeles, CA)
- …comprehensive planning services to clients: lifestyle planning , protection planning , philanthropic, tax planning , business transition planning , ... Has expertise of planning software, marketing collateral, and customizable planning deliverables to develop tailored solutions that meet clients' goals and… more
- Robert Half Finance & Accounting (Costa Mesa, CA)
- …* Forecast tax obligations and provide accurate predictions for financial planning . * Identify opportunities for tax savings and advise clients on ... Description We are looking for an experienced Tax Accountant to join our team in Costa...will play a vital part in managing and preparing tax filings, ensuring compliance with relevant regulations while identifying… more
- Robert Half Finance & Accounting (San Luis Obispo, CA)
- …issues and provide actionable advice to clients. * Advise clients on tax -saving strategies, compliance requirements, and planning opportunities. * Maintain ... Description We are looking for an experienced Tax Staff Accountant to join our team in...in San Luis Obispo, California. This role involves managing tax compliance and advisory services for individuals, corporations, and… more
- Robert Half Finance & Accounting (Orinda, CA)
- …Monitor and track progress toward client planning goals + Conduct research on planning strategies including tax planning and Roth conversions + Maintain ... Description Paraplanner - Launch Your Financial Planning Career the Right Way Orinda, CA (Hybrid)...Exceptional Retirement Benefits Are you early in your financial planning journey and ready to grow under expert guidance?… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to ultra-high-net-worth individuals and families, including investment management, estate and tax planning , lending strategies, and comprehensive family office ... in fast-paced or high-growth environments + Familiarity with estate planning and tax strategies + Highly responsive and client-focused, with a commitment… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …families, offering a full suite of solutions including investment management, estate and tax planning , lending strategies, and family office services. About the ... in high-growth or dynamic environments. + Familiarity with estate planning and tax strategies. + Highly responsive and client-focused, with a commitment… more