- Regions Bank (Pasadena, CA)
- …in depth about the role: + Support the onboarding process for commercial real estate loans + Ensure accuracy and completeness of loan documentation + Have working ... knowledge of key real estate loan documents: Promissory Notes, Loan Agreements, Deeds of Trust , and Title Policies. + High level of professionalism to deal with… more
- Oracle (Sacramento, CA)
- …Cloud ERP because we connect thousands of companies with enterprise products they can trust . This is your opportunity to use your experience with ERP/ERM/CX Sales & ... Service/HCM to make a big splash in your career. We're looking for an Industry Sales Executive to provide expertise in finance and budgeting solutions tied to Oracle's suite of products. Using your knowledge of ERP, HCM and CX, you'll work alongside Oracle's… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …advisors. Primary Responsibilities Client & Advisory Support + Collaborate across tax, estate , trust , insurance, and investment disciplines to deliver integrated ... client solutions. + Prepare clear, accurate, and customized reporting packages. Leadership & Oversight + Supervise, train, and mentor accounting and administrative team members. + Manage outsourced providers while maintaining a strong client‑service… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Primary Responsibilities Client & Advisory Support + Coordinate across tax, estate , trust , insurance, and investment disciplines to deliver integrated ... solutions. + Prepare clear, accurate reporting packages tailored to client needs. Leadership & Oversight + Supervise, train, and mentor accounting and administrative staff. + Manage outsourced providers and maintain a strong client‑service focus. Accounting &… more
- Wheeler Accountants LLP (San Jose, CA)
- …sense of confidence in one's own abilities. 6+ years Individual tax experience required. Estate & Trust experience is a plus. The desire for an opportunity ... to be part of the growth and transition of a firm moving to the next level. Keep the "big picture" view in mind at all times. A proven track record of hard work and success - whether in work or other activities Position Requirements: CPA or EA License required… more
- Robert Half Legal (Roseville, CA)
- Description Reputable estate planning firm is seeking an experienced trust administration paralegal to join their team. This position is full-time in the office ... preparation and drafting of various legal documents related to estate planning * Coordinate and manage the probate and... planning * Coordinate and manage the probate and estate administration process * Perform legal research and analysis… more
- Robert Half Legal (Sacramento, CA)
- …case tasks Requirements - 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving and analytical ... and negotiating, planning and organizing - Command of Probate & Estate Administration - Experience with Estate Tax Return - Strong familiarity with Probate Law -… more
- BMO Financial Group (Walnut Creek, CA)
- …wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall ... wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and inrease revenues.… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …* Manage and oversee the preparation and review of individual, corporate, partnership, estate , and trust tax returns. * Conduct detailed tax research and ... provide comprehensive tax and financial planning advice to clients. * Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices. * Maintain and strengthen client relationships through effective… more
- Anywhere Real Estate (San Diego, CA)
- …documents affecting title to property, such as mortgages, deeds, probate records, and trust agreements. + Read and interpret real estate documents, legal ... underwriting, and vendor management services company serving consumers, real estate companies, affinity groups, corporations, and financial institutions in support… more