- Deloitte (San Francisco, CA)
- …compliance and consulting services to individual clients and their trusts , estates, family offices, investment vehicles, charitable pursuits, and closely-held ... or other business-related field + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client… more
- Deloitte (Los Angeles, CA)
- …compliance and consulting services to individual clients and their trusts , estates, family offices, investment vehicles, charitable pursuits, and closely-held ... in accounting, finance, or other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel and compliance software),… more
- City National Bank (San Francisco, CA)
- …to resolve more complex situations such as occur with LLC's, irrevocable trusts , and Co-operatives *Compensation* Starting base salary: $41.83 - $66.81 per hour. ... 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego,… more
- Robert Half Legal (Sacramento, CA)
- …candidates with an interest in the legal field might thrive in this Trusts and Estates Paralegal position. If you are highly organized and efficient, there ... - 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving and analytical skills - Strong know-how of… more
- Bank of America (San Francisco, CA)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …* Prepare and review tax returns for individuals, corporations, partnerships, trusts , and exempt organizations. * Conduct tax planning and perform in-depth ... research on tax laws, regulations, and specific issues. * Manage multiple client engagements, ensuring deadlines are consistently met. * Communicate directly with clients and regulatory agencies to address tax-related inquiries and concerns. * Apply a… more
- City National Bank (Los Angeles, CA)
- …to resolve more complex situations such as occur with LLC's, irrevocable trusts , and Co-operatives *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $41.83 ... - $66.81 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we… more
- TIAA (Redwood City, CA)
- …Consultative Communication, Customer Engagement, Planned Giving, Relationship Management, Trusts **Anticipated Posting End Date:** 2025-09-12 Base Pay Range: ... $126,000/yr - $176,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive… more
- C4 Planning Solutions, LLC (Camp Pendleton North, CA)
- …multicast, access lists, and TACLANEs. + Microsoft domain replication, domain trusts , Active Directory, Exchange, SQL, Windows Deployment Service (WDS), SharePoint, ... Windows Firewalls, LDAP, SCCM/MECM, Bluecoat Proxy Server, PKI, and FSMO Roles. + VMWARE ESXi, VCSA, VSAN, virtual switching, vMotion, EVC, HA, DRS, and VM templates. + Experienced with creating Visio diagrams for capturing network and server architecture. +… more
- Robert Half Accountemps (San Francisco, CA)
- …as OT Key Responsibilities: + Prepare and review tax returns for individuals, trusts , sole proprietors, S-corps, C-corps, and LLCs + Collaborate with clients both in ... person and virtually + Ensure compliance with federal, state, and local tax regulations + Assist with tax planning and strategy as needed ** If you're interested in this position, please apply to this position and contact Meaghan O'Brien at meaghan.obrien - at… more