- City National Bank (Beverly Hills, CA)
- …the development of HNW and UHNW client facing materials in the areas of Estates and Trusts , Income Taxation, Philanthropy, and Asset Protection, and Investments, ... * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and… more
- Deloitte (San Francisco, CA)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Deloitte (Los Angeles, CA)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Columbia Bank (Walnut Creek, CA)
- …persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + Demonstrates ... Trust Portfolio Manager Wealth Management Walnut Creek, California...achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships,… more
- Robert Half Legal (Newport Beach, CA)
- …seeking a trust litigation attorney to join its probate and estate litigation practice. With more than three decades in practice, this full-service firm ... Description Respected OC Mid-Sized Firms Seeks Trust Litigation Attorney - Lifestyle firm LOW BILLABLES...track for attorneys ready to commit to long-term growth. Trust Litigation Attorney Responsibilities: + Handle probate and … 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 ... analysis. + Knowledge of SBA 7(a) and 504 loan programs, appraisal real estate methodology, cash flow and collateral analysis. + Knowledge and understanding of… more
- JPMorgan Chase (Los Angeles, CA)
- …also provides retirement products and services, brokerage and banking services including trusts and estates , loans, mortgages and deposits. JP Morgan Wealth ... investments, including hedge funds, private equity, private credit and real estate + Proven experience in investment management sales; experience within a… more
- Moss Adams LLP (Walnut Creek, CA)
- …work papers 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… more
- BMO Financial Group (Los Angeles, CA)
- …as 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 (Menlo Park, CA)
- …a plus; CPA preferred -Experience with high net worth individual tax, partnership, trust , estate tax -Strong supervisor experience (will manage 3 staff) ... relationship skills Requirements Experience with high net worth individual tax, partnership, trust , estate tax Strong supervisor experience (will manage 3 staff)… more