- City National Bank (San Francisco, CA)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a...negotiate as necessary desirable fee schedules and charges for trust and investment services. * Ensure all tax… more
- Wells Fargo (San Francisco, CA)
- …(IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management. ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets,… more
- Grant Thornton (San Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...that are reliant on federal funding and/or pertinent to tax credit incentives + Assisting in matters involving fraud,… more
- Sacramento County (Sacramento, CA)
- Real Estate Specialist Print (https://www.governmentjobs.com/careers/sacramento/jobs/newprint/5092073) Apply Real Estate Specialist Salary $54,810.00 - ... pm on: 12/1/25 (final) Under general supervision, the Real Estate Specialist performs a variety of paraprofessional and specialized...1. Two years of experience in the class of Senior Office Assistant or Office Specialist in Sacramento County… more
- Wells Fargo (Pasadena, CA)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic...(IRA) **About this role:** Wells Fargo is seeking an Estate Services Senior Manager for the Northeast… more
- Deloitte (Sacramento, CA)
- …practice! Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level ... reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare for… more
- Moss Adams LLP (El Segundo, CA)
- ** Tax Senior Manager - Private Client** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who ... in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax … more
- Columbia Bank (Los Angeles, CA)
- …years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+ years'involvement ... strategies and goals. + Reports on the activities of the assigned office to senior management of the trust company. + Responsible for leadership and mentoring… more
- Robert Half Finance & Accounting (Santa Barbara, CA)
- …* Familiarity with CCH Axcess Suite is a plus. * Solid understanding of trust , corporate, and real estate tax preparation processes. Robert Half ... Description We are looking for an experienced and detail-oriented Senior Tax Associate to become a key member of our tax team in Santa Barbara, California.… more
- Wheeler Accountants LLP (San Jose, CA)
- …competence and a strong sense of confidence in one's own abilities. 6+ years Individual tax experience required. Estate & Trust experience is a plus. The ... Individual Tax Manager Position Available at Wheeler Accountants LLP...of the assigned team Mentoring & and training our senior and staff accountants in their roles Benefits: Competitive… more