- Robert Half Legal (San Diego, CA)
- …(probate issues, ADA violations, expenses of administration prioritized over deed of trusts , or spouses get divorced and partitioned actions are filed during ... foreclosure). This attorney will be looking at causes of action, negligence or torts, and be focused on motions: MSJs, motions to dismiss, IRAC motions, etc. There are not many depositions and discovery is not a focus of this role. Perks of firm: . "Will teach… more
- Robert Half Finance & Accounting (Carmel, CA)
- …complex tax returns for individuals, businesses (1120, 1120S, and 1065), and trusts . * Offer strategic tax planning advice tailored to high-net-worth individuals and ... diverse businesses. * Analyze and present financial data to clients and stakeholders with accuracy and clarity. * Lead, mentor, and develop team members to foster a collaborative and growth-oriented workplace. * Monitor changes in tax regulations and identify… more
- The Walsh Group (Sunnyvale, CA)
- …This role will support needs across the Bay Area, California. Are you someone who trusts your instincts and has confidence in your ability as a leader? When you see ... potential in others, do you invest in it? Do you have a proven track record of leading functional teams while successfully creating and delivering impactful solutions for your clients? Do you inspire others to want to do their very best every day? If yes, then… more
- Moss Adams LLP (Walnut Creek, CA)
- …for various types of returns such as individuals, corporations, partnerships, estates, trusts , non-profits, etc. + Research and consult on various tax projects + ... Respond to inquiries from the IRS and other taxing authorities + Prepare extensions and quarterly estimates + Assist on special projects as assigned **Qualifications** : + Bachelor's degree in accounting or related field required; Master of Tax preferred +… more
- Robert Half Accountemps (Walnut Creek, CA)
- …* Prepare and process tax returns for individuals, partnerships, corporations, and trusts with a focus on high-net-worth clients. * Handle sales and use ... tax filings accurately and in compliance with applicable regulations. * Utilize Lacerte Tax Software and QuickBooks Online to manage and track financial data effectively. * Collaborate with team members to ensure timely and efficient tax preparation and… more
- PennyMac (Westlake Village, CA)
- …syndicated facilities and securitization + Knowledge of real estate investment trusts and mortgage loan origination, underwriting and servicing, including the Fannie ... Mae, Freddie Mac and Ginnie Mae Guides is preferred + Experience with gestation and early buyout facilities a plus + Specific experience with transactions involving digital assets such as eNotes a plus + Licensed to practice law in CA or TX + Must be highly… more
- JPMorgan Chase (Los Angeles, CA)
- …provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management ... is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the… more
- CBRE (Sunnyvale, CA)
- …in mind; establishes and maintains effective relationships with customers and gains trusts and respect. + Practices diligent and active listening; has the patience ... to hear people out; can accurately restate the opinions of others even when in disagreement. + Approaches all tasks with passion and a strong commitment to completion. Consistently perseveres through resistance and setbacks, ensuring that objectives are… more
- BMO Financial Group (Los Angeles, CA)
- …needed.** **Qualifications:** **Typically, 10 years of legal practice with a focus on trusts & estates or an equivalent in-house experience.** **Degree in law (JD or ... LLB) and license to practice law in relevant jurisdiction.** **Private practice, in-house experience or experience at regulatory body relating to the regulation of business/group activities may be required.** **Knowledge in legal field, typically with a… more
- Robert Half Finance & Accounting (Larkspur, CA)
- …handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts . The role requires diligent monitoring of tax laws and ensuring our ... company's tax compliance. There is a partnership opportunity in as soon as 3 years! Responsibilities: * Conduct thorough research on tax-related matters. * Undertake the preparation and review of tax returns for a variety of clients, including corporations,… more