- Robert Half Finance & Accounting (Willingboro, NJ)
- …GAAP and other regulatory requirements, facilitating training and development opportunities, tax planning , and overseeing the integration of acquisitions into ... accounting systems. The ideal Assistant Controller for this role must have knowledge of GAAP, current industry trends, and excellent auditing skills. Your responsibilities . Oversee the daily cash flow process . Prepare financial packages . Coordinate the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …provides a full suite of services-including investment management, financial reporting, tax planning , and philanthropic support-to high-net-worth individuals and ... families. With a strong focus on long-term value, discretion, and partnership, the organization fosters a collaborative and inclusive culture where employees can make a meaningful impact. Position Overview: The Associate will play a key role in supporting the… more
- Deloitte (Pittsburgh, PA)
- …Specific areas of work could include: + Conducting financial reporting and tax planning valuations and analyses to support transactions and strategic ... investment decisions + Advising clients on business processes, controls, and data management + Provide actionable insights through detailed analytics, reports, and creative representations of data + Collaborate with clients to assess risks, deploy analytics,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a comprehensive suite of services-including investment management, financial reporting, tax planning , and philanthropic support-to high-net-worth individuals and ... families. With a strong emphasis on long-term value, discretion, and partnership, the firm fosters a collaborative and inclusive culture where employees can make a meaningful impact. Position Overview: The Associate will play a key role in supporting the… more
- Comerica (Phoenix, AZ)
- …on Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning , cash flow analysis and budgeting, and risk ... management to ultra-high net worth clients. Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. Position Responsibilities: Meet revenue growth, profitability and client retention goals by acquiring… more
- Intiva Health (Austin, TX)
- …advice. + Assist finance department in research of corporate and personal tax planning , entity structuring, asset protection, succession. + Requires travel ... to visit facility in Arizona for short periods of time (2 days or less), about 6 times per year. Minimum requirements: + JD Degree + 1 Year experience as Corporate Counsel + Must be licensed to practice law in Texas Powered by JazzHR more
- Hantz Group (Marquette, MI)
- …on what's most important for their families. Areas of Focus: + Asset Management + Financial Planning and Retirement + Insurance + Tax Strategy and Planning + ... Cash Flow Analysis + Debt Strategies + Estate Planning + Property and Casualty Insurance The Holistic Approach...Property and Casualty Insurance The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one's… more
- Exploratorium (San Francisco, CA)
- …+ Extensive knowledge of fundraising principles, techniques and ethics; understanding of tax and estate planning laws related to charitable giving; knowledge ... building skills in order to develop relationships with gift planning prospects, their advisors, and families to cultivate and...maintain a comprehensive knowledge of planned giving vehicles and tax laws related to charitable giving + Develop and… more
- JPMorgan Chase (New York, NY)
- …in the US Private Bank, you will help ensure that our clients' estate, income, tax , philanthropic, and other planning needs are identified and met through a ... + Serve as an advisor to clients on personal planning matters + Identify opportunities for the Bank to...referrals + Strong knowledge of US and local transfer tax law and local substantive trust law, with the… more
- Robert Half Legal (San Ramon, CA)
- …roles within the firm. Requirements * Minimum of 5 years of experience in estate planning or tax law. * Proven expertise in business succession planning , ... will provide expert guidance to high-net-worth clients, focusing on estate planning , trust administration, and business succession strategies. The ideal candidate… more