- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Coordinate with outside advisors-tax, legal, estate-to help implement complex wealth planning strategies + Collaborate with clients' personal CFOs, ... held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to...rely on the team for thoughtful financial guidance, big-picture planning , and day-to-day support that truly makes a difference.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Senior Tax Preparer Role Overview The Senior Tax Preparer plays a critical role in ... on tax preparation during tax season and supports tax planning and business development throughout the year. The ideal...short- and long-term goals + Provide internal guidance to wealth advisors on tax-related matters + Familiarity with estate… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …successful families. This multi-family office provides investment management, financial planning , lending strategies, and tailored family office services, all while ... as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …the Role We're looking for a Client Service Associate to join a boutique wealth management firm serving senior executives and professionals. In this role, you'll ... + 5+ years of experience, with at least 3+ years in financial planning (RIA experience required) + Bachelor's degree; CFP(R) certification required + Proficiency… more
- JPMorgan Chase (Chicago, IL)
- …and WM Banking teams. The Trusts & Estates and Tax Operations team within Wealth Management ( WM ) supports the Global Trusts & Estates practice and WM ... Join our Wealth Management team as the Trusts and Estates...review and establish tax policies, provide insights on complex planning and compliance scenarios, and evaluate the effects of… more
- JPMorgan Chase (New York, NY)
- …responsible for end-to-end delivery across the project life cycle and accountable to WM senior management for comprehensive program updates. You will leverage ... create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite executives and… more
- Parker Hannifin Corporation (Miami, FL)
- …24/7 operational and technical support wherever it's needed. Digital & IT Senior Analyst "Functional Business Analyst" (SSO Division - Location: Miami, FL) Position ... Summary We are seeking a skilled Digital & IT Senior Analyst to join our team. The ideal candidate...of SAP core modules (FI, CO, MM, PP, SD, WM , etc.). * Excellent written and verbal communication and… more