- Deloitte (Sacramento, CA)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- CBRE (Menlo Park, CA)
- …CBRE Global Workplace Solutions (GWS) works with clients to make real estate a significant contributor to organizational productivity and performance. Our account ... is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported… 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
- Bank of America (San Jose, CA)
- …expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning , and Investment Management and ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more
- Charles Schwab (Los Angeles, CA)
- …Planning , Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning + Ability to adapt and implement change as the ... role, you'll give clients financial guidance while forming lasting relationships built on trust , respect, and reaching a common goal. You'll also have the ability to… 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 ... the world works. At LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the evolving needs of our… more
- Columbia Bank (San Jose, CA)
- …with bank partners for wealth management and implementation strategies to include investments, trust , financial planning , and other wealth services. + May be ... can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
- Robert Half Finance & Accounting (Palm Desert, CA)
- …environment. You will work on a variety of tasks, including tax preparation, estate planning , and financial accounting, while contributing to the success of ... to optimize client outcomes and ensure compliance with regulations. * Contribute to estate planning projects, providing valuable input and support for clients. *… more
- Deloitte (Sacramento, CA)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- ThermoFisher Scientific (Carlsbad, CA)
- …Office **Job Description** **Director of IT - Procurement, Corporate Real Estate & Security, Sustainability** **Legal & Compliance IT Solutions and Systems** ... and deployment of technology solutions throughout Procurement, Corporate Real Estate & Security, Sustainability, Legal, and Compliance functions. This position… more