- Robert Half Finance & Accounting (Temecula, CA)
- …remote. Requirements: - Prior experience of independent preparation of individual, corporate and trust tax returns - Review documents from prior year to confirm ... background in preparing and managing Tax Returns. * Experience with Trust Tax Returns is a significant requirement for this role. -1040 returns Robert Half… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …preferred, Master's a plus; CPA preferred -Experience with high net worth individual tax , partnership, trust , estate tax -Strong supervisor experience (will ... relationship skills Requirements Experience with high net worth individual tax , partnership, trust , estate tax Strong supervisor experience (will manage… more
- Wheeler Accountants LLP (San Jose, CA)
- …or other activities 3-5 years' experience preparing individual, corporate, partnership and trust income tax returns. An ability to manage current engagements ... Tax Senior Position Available at Wheeler Accountants LLP...both personal and career growth. Wheeler is seeking a Tax Senior to join our team of growing professionals… more
- Moss Adams LLP (El Segundo, CA)
- …Results Focus. **Responsibilities** : + Advise clients on corporate, partnership, individual and trust and estate tax services + Oversee the calculation and ... ** Tax Manager - Corporate Tax ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Responsibilities: * Oversee the preparation and review of corporate, partnership, LLC, trust , and HNW individual tax returns. * Provide leadership and ... Description We are offering an exciting opportunity for a Tax Manager - Public in San Jose, California. This...address and resolve their inquiries and issues related to tax . * Maintain CPA status in good standing and… more
- Robert Half Legal (San Francisco, CA)
- …advisors, and government agencies + Assist in preparing fiduciary accountings, estate tax returns, and trust termination documents + Conduct legal research ... Description Our client is seeking a proactive and detail-oriented Trust Administration Paralegal to join their San Francisco law firm team on an ongoing contract… more
- CIBC (San Francisco, CA)
- …their intermediaries and external Advisors, CIBC Specialists (Wealth Strategies, Investment, Trust , Tax , Operations, Legal, Compliance, Marketing), and External ... gifting (cash, in-kind, gift letters, Crummey letters). + Manage clients' quarterly tax payments and annual IRA contributions/RMDs. + Coordinate asset transfers and… 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 desire ... Individual Tax Manager Position Available at Wheeler Accountants LLP...both personal and career growth. Wheeler is seeking a Tax Manager to join our team of growing professionals… more
- JPMorgan Chase (Palo Alto, CA)
- …Wealth Planner within JP Morgan Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be able to communicate that ... to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management,… more
- JPMorgan Chase (Los Angeles, CA)
- …better serve their needs + Engage with clients in financial planning, basic tax , trust and estate planning, retirement, educational, and philanthropic planning, ... management, asset allocation, diversification, basic trusts & estates, basic individual tax rules (both transfer and income taxes), insurance, long-term care,… more