- Robert Half Finance & Accounting (San Jose, CA)
- …clients + Manage a book of clients with complex tax needs + Prepare individual, trust , and estate returns using SurePrep + Stay current on tax regulations and ... advising high-net-worth clients on tax matters + Strong experience with trust , estate , and tax planning + Highly organized, detail-oriented, and deadline-driven… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …a plus; CPA preferred -Experience with high net worth individual tax, partnership, trust , estate tax -Strong supervisor experience (will manage 3 staff) ... relationship skills Requirements Experience with high net worth individual tax, partnership, trust , estate tax Strong supervisor experience (will manage 3 staff)… more
- Insight Global (San Francisco, CA)
- …advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning. Responsibilities include onboarding new clients, ... businesses to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a comprehensive… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …office serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance. This is a ... environment. Responsibilities + Serve as a trusted advisor across tax, estate , trust , insurance, and investment matters + Lead and develop accounting and… more
- JPMorgan Chase (Los Angeles, CA)
- …serve their needs + Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk ... matters and asset allocation, working knowledge of credit and applicable trust and estate planning issues + Strong self-motivator and who can work closely… more
- JPMorgan Chase (Irvine, CA)
- …work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve ... to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise customized financial strategies for… more
- City National Bank (Los Angeles, CA)
- …services and advice to clients including: banking, credit, asset management, trust and estate planning. Manages overall relationship profitability, risk ... relationships * Demonstrate market knowledge and competence to cultivate strong trust and partnerships within the companies serviced by Commercial and Specialty… more
- Navy Federal Credit Union (Long Beach, CA)
- …Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. ... Qualifications + Experience in building effective relationships through rapport, trust , diplomacy, and tact + Effective research, analytical, and problem-solving… more
- Columbia Bank (Los Angeles, CA)
- …experience in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax ... Role:** In this role you will be responsible for directing the assigned trust office with the objective to achieve office goals, maximize growth and profitability… more
- LinkedIn (Mountain View, CA)
- …by investing in their growth. We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can succeed. Join us to transform the ... LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the...Mountain View or Sunnyvale location. The Director of Real Estate leads the strategic oversight and management of LinkedIn's… more