- Shepard Shepard & Janian (Visalia, CA)
- …tasks to support office operations. Skills & Qualifications 2–5+ years of probate, estate planning , or trust administration experience preferred. Strong ... Trust Administration Paralegal to support attorneys in all aspects of estate administration, probate proceedings, and trust management. The ideal candidate… more
- GTN Technical Staffing (Solana Beach, CA)
- …estate and business succession planning . Performing technical research on individual, trust and estate planning and compliance matters for clients. ... IRS regulations. You have expertise in individual income tax and estate tax planning . You may have experience with flow-through entities and private foundations.… more
- To & Scott Llc (San Diego, CA)
- …business owners, high-net-worth individuals, and families. We specialize in complex tax matters, trust and estate planning , and strategic business advisory ... high-net-worth individuals, and families. We specialize in complex tax matters, trust and estate planning , and strategic business advisory services. As we… more
- To & Scott Llc (Irvine, CA)
- …business owners, high-net-worth individuals, and families. We specialize in complex tax matters, trust and estate planning , and strategic business advisory ... high-net-worth individuals, and families. We specialize in complex tax matters, trust and estate planning , and strategic business advisory services. As we… more
- To & Scott Llc (Laguna Beach, CA)
- …business owners, high-net-worth individuals, and families. We specialize in complex tax matters, trust and estate planning , and strategic business advisory ... high-net-worth individuals, and families. We specialize in complex tax matters, trust and estate planning , and strategic business advisory services. As we… more
- Children's Hospital Los Angeles (Los Angeles, CA)
- …a medical or higher educational setting or 7+ years experience practicing law or estate /tax planning may be considered and /or equivalent experience. + Strong ... relationship-driven fundraising professional to serve as Associate Vice President, Gift Planning (AVP). This is a unique opportunity to join a high-performing,… more
- Caprock Partners Management Inc (Newport Beach, CA)
- …and operational matters pertaining to fund subsidiaries structured as Real Estate Investment Trust (“REITs”), including preparation of quarterly REIT ... compliance testing. Financial Planning and Modeling Preparation and maintenance of fund-level cash...Practical knowledge of private equity fund operations and real estate investment structures. Strong understanding of GAAP and investment… more
- NKSFB (Los Angeles, CA)
- …offices to handle tax work papers for their businesses, investments and estate planning entities. Prepare tax accounting adjustments and financial statements ... gathers and reviews client tax documents to prepare necessary individual, partnership, estate , corporate, and/or trust tax returns. The ideal candidate has… more
- The Fuller Foundation (Pasadena, CA)
- …giving and investment management. We offer donor-advised funds, charitable trusts, estate planning , and investment services to individuals and families ... with a registered investment adviser Familiarity with charitable giving vehicles and estate planning . Interest in working successfully in an entrepreneurial,… more
- Banc of California (Brea, CA)
- …perform analysis, due diligence, and underwriting of proposed commercial real estate loan requests. Review initial borrower submissions, perform analysis of ... working capital lines of credit and term loans to business, plus owner-occupied real estate loans. + Combine this analysis with a detailed analysis of a borrower(s)… more
