- Wells Fargo (Irvine, CA)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- Columbia Bank (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Columbia, we create a ... can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
- UMB Bank (Sacramento, CA)
- UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal ... marketplaces. Our trust services reach beyond traditional offerings to servicing ABS,...services to municipal and corporate/ABS issuers of taxable or tax -exempt debt. We also provide escrow-related, custodial and verification… more
- Bank of America (San Jose, CA)
- …Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and ... relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access… more
- Robert Half Legal (San Ramon, CA)
- Description We are looking for an experienced Trust and Estate Of Counsel to join our team in San Ramon, California. In this role, you will provide expert guidance ... to high-net-worth clients, focusing on estate planning, trust administration, and business succession strategies. The ideal candidate...of 5 years of experience in estate planning or tax law. * Proven expertise in business succession planning,… more
- Enterprise Bank & Trust (San Diego, CA)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... debt. + Perform financial analysis using business and guarantor financial statements, tax returns, cash flows and projections. + Prepare complex credit memos for… more
- Robert Half Accountemps (Los Angeles, CA)
- …payment tracking and reporting upon request + Assist with receiving and distributing tax documents + Support general accounting functions and projects as assigned by ... management + Escalate issues to the Trust Accounting Operations Supervisor as necessary + Contribute to system and process improvement initiatives + Onboard clients,… more
- Robert Half Legal (Los Angeles, CA)
- …to high-wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with financial institutions to collect estate assets * ... [com] Requirements + 5+ years of estate planning, probate administration or trust administration experience + bachelor's degree OR paralegal certificate TO APPLY,… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …aspects of the Company's financial management (financial control and reporting, tax compliance, budgeting, etc.) for five affiliated corporate entities. Participates ... Serves as Treasurer and Principal Accounting Officer for the Dunham Funds trust (assists in required reporting, participates in board meetings, approves fund… more
- Grant Thornton (Los Angeles, CA)
- As the SALT Mergers and Acquisitions Manager, you will lead innovative tax planning, consulting, and compliance skills on M&A projects for your multiple clients - ... support to help you excel. You'll collaborate with the Tax Due Diligence team and assist leading on planning,...we believe in making business more personal and building trust into every result - for our clients and… more