- 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
- Robert Half Finance & Accounting (San Francisco, CA)
- … strategies and financial processes. The ideal candidate will bring expertise in tax preparation, research, and planning , along with a commitment to accuracy ... Nguyen directly via Linked-In. Responsibilities: * Prepare and review various tax filings, including corporate, partnership, individual, trust, and estate income… more
- CIBC (San Francisco, CA)
- …in trust and account administration and/or investments + Experience in personal tax , financial planning or investment management + Strong client service ... transaction processing (checks, ACH, wires, journal transfers) + Manage clients' quarterly tax payments and annual IRA contributions/RMDs + Supervise all aspects of… more
- Robert Half Legal (San Ramon, CA)
- …roles within the firm. Requirements * Minimum of 5 years of experience in estate planning or tax law. * Proven expertise in business succession planning , ... will provide expert guidance to high-net-worth clients, focusing on estate planning , trust administration, and business succession strategies. The ideal candidate… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …skills, with basic knowledge of investments, financial planning , and estate planning . * Demonstrated ability to handle complex tax issues and provide ... Description We are looking for a skilled Tax Senior to join our team in Mountain...Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with… more
- Deloitte (Los Angeles, CA)
- …efficient function that enhances the core responsibilities of contracting, compliance, reporting and planning , while also positioning legal and tax as a for the ... now! What you'll do As a professional in Deloitte's Tax Technology Consulting (TTC) team, you will be a...will contribute to the growth and success of Deloitte Tax LLP in a variety of ways, including: +… more
- GE Aerospace (San Ramon, CA)
- **Job Description Summary** We are looking for a Lead Tax Specialist to join our US Tax team for the insurance business unit of GE Aerospace called ERAC ERAC, ... along with other insurance products.. You will assist with the state tax compliance, gathering/tracking/organizing certain aspects of the income tax provisions… more
- GE Aerospace (San Francisco, CA)
- **Job Description Summary** We are seeking an experienced and strategic Employment Tax Leader to drive the global employment tax agenda for our organization. ... knowledge across employment, mobility, equity awards, bonus compensation and international tax , coupled with the ability to engage and influence across multiple… more
- Moss Adams LLP (Fresno, CA)
- **National Tax Manager - Accounting Methods & Inventory** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented ... while solving complex and interesting business challenges. As a member of the National Tax Accounting Methods team, you will consult with clients and tax team… more
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