- 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
- Robert Half Finance & Accounting (Orinda, CA)
- …and external professionals on client-specific issues + Research, analyze, and assist in retirement planning , tax planning , and more + Support ongoing ... FINANCIAL PLANNER (TM) professional. Whether you're enrolled in a CFP(R) program or planning to start soon, this is an exceptional opportunity to learn, grow, and… 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 Finance & Accounting (San Francisco, CA)
- …is committed to delivering long-term value through investment management, financial reporting, tax planning , and philanthropic support. We operate with a strong ... for real property, investments, and asset transfers + Partner with finance, tax , and client services teams to enhance reporting and service delivery Benefits… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a comprehensive suite of services including investment management, financial reporting, tax planning , and philanthropic support. With a collaborative and ... for real property, investments, and asset transfers + Partner with finance, tax , and client service teams on reporting initiatives NOTE: Excited about this… more
- TIAA (Pasadena, CA)
- …to team investment philosophy and tactical allocation decisions. + Collaborate with legal, tax , and planning experts to deliver holistic solutions. + Serve as ... client goals. + Conduct in-depth portfolio reviews and guide long-term wealth planning conversations. + Mentor Associate and Portfolio Managers to elevate team… more
- Medtronic (Los Angeles, CA)
- …partner cross-functionally to align treasury strategy with supply chain, commercial, and tax planning goals. + Build and maintain strong banking relationships, ... team, you will oversee global cash flow, financial risk, capital structure planning , and banking relationships-serving as a trusted advisor to executive leadership… 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
- Wells Fargo (San Francisco, CA)
- …Position requires a broad base of fiduciary knowledge, including estate administration, post-mortem planning , gift tax strategies, income tax strategies and ... as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret and explain will and… more