- Deloitte (Los Angeles, CA)
- …partnerships. As a Tax Senior Manager within the Investment Management - Real Estate Tax group, you will provide federal tax consulting and compliance ... relevant for public and private companies and range from tax planning to tax compliance,...US tax + Solid understanding of real estate tax technical and transaction skills, including… more
- Deloitte (Sacramento, CA)
- …legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax ...client meetings on compliance and consulting projects related to tax planning opportunities and the tax… more
- Robert Half Finance & Accounting (Campbell, CA)
- …* Utilize Lacerte Tax Software, Microsoft Excel, and other tools for tax planning strategies * Apply knowledge of estate tax laws and individual ... a Tax Preparer * Proficiency in Lacerte Tax Software * Advanced skills in Microsoft...Microsoft Excel * Extensive knowledge in Estate Tax * Familiarity with Tax Planning… more
- Deloitte (Los Angeles, CA)
- …legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax ...client meetings on compliance and consulting projects related to tax planning opportunities and the tax… more
- Deloitte (San Diego, CA)
- …Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with ... always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across...Advanced degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4… more
- Deloitte (San Francisco, CA)
- …Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with ... always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across...Advanced degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4… more
- Gelfand Rennert & Feldman (Century City, CA)
- …multi-state tax returns (individual, S corporation, C corporation, partnership, estate , and trusts) + Assist in the planning /executing/administration of Firm ... use research software (ie, RIA, CCH, etc.) to conduct tax research and tax planning ...skills + Commitment to professionalism, discretion and accuracy + Advanced knowledge of Microsoft Office (including Excel, Word, Outlook)… more
- Deloitte (San Diego, CA)
- … Tax Services (MTS) group, you will provide state and local property tax planning , consulting, and compliance services to multiple clients within various ... and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax ,...OneSource Property Tax . + Experience with property tax compliance, tax planning , … more
- Deloitte (San Diego, CA)
- …a valuable member on tax engagements and provide state and local property tax planning , consulting, and compliance services to a diverse client base in ... and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax ...Experience with one or more of the following: property tax compliance, planning , analysis, and/or property … more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …financial planning sectors. + Performing comprehensive research on investment strategies, tax planning , estate planning , prevailing regulations, and ... wealth management firm with nearly $5 billion in managed assets, as an Associate Tax Wealth Advisor located in Menlo Park. Offering a hybrid working model, a highly… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …, and financial planning areas. + Conduct in-depth research on investment strategies, tax planning , estate planning , regulations, and market trends. ... $5 billion in assets under management, as an Associate Tax Wealth Advisor based in Menlo Park. This role...Help execute client recommendations. + Create financial projections using advanced Excel models. + Aid advisors in assessing client… more
- Bank of America (Los Angeles, CA)
- …prospective clients' financial plans, analysis, and models, which may encompass investment, retirement, estate , gift, and tax planning , and risk management. ... basic issues related to estate and financial planning including: effectiveness of estate tax...such as annual gifts and GST trusts. Familiarity with advanced concepts such as charitable and non-charitable split interest… more
- Bank of America (Los Angeles, CA)
- …broad range of wealth planning topics such as trust and estate planning , income and wealth transfer tax planning , investments, retirement planning ... worth clients and prospects who are interested in wealth planning + Demonstrates advanced technical knowledge across...developments in trust, estate /wealth transfer and financial planning , while following current and proposed tax … more
- Citigroup (San Francisco, CA)
- …+ Complex financial modelling of major strategic initiatives that may include strategic planning of Citi real estate portfolio. + Utilizing Net Present Value ... end results of an area. May have responsibility for planning , budgeting and policy formulation within area of expertise....analysis measures, as well as calculating US GAAP and tax impact, evaluate various real estate scenarios… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …clients to develop comprehensive financial plans, provide strategic advice on investment, retirement, tax , risk, and estate planning , and oversee the ... client's financial planning including performing general research in areas of investments, income tax planning , estate planning , and impact of recent… more
- Truist (San Diego, CA)
- …action on the proposed plan. 7. Provide details on products and solutions, including estate planning (including transfer tax calculations and life insurance ... Agency or insurance carrier platform 15. Proven experience and ability to explain estate planning (including transfer tax calculations and life insurance… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …financial reporting, bill payments, treasury management, tax compliance and planning , estate planning , property management, and philanthropic activities ... email me your resume Our client is a real estate investment and development firm based in San Francisco....statements, including downloading and filing online bank statements and tax documents from bank websites + Process payments and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …for overseeing all financial reporting, treasury management, tax compliance and planning , estate planning , and residential and commercial property ... bank account balances * Track all government and compliance tax filings * Assist in the preparation of year-end...payable and general ledger accounting functions required + Tech-savvy: advanced knowledge of both Google and Apple products with… more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- …from AGI, sale of assets, individual retirement accounts, retirement plans for small businesses, estate tax and gift tax . The final two classes present ... program presents a comprehensive review for professionals involved in tax preparation and who are planning to...the IRS or as an Enrolled Agent (EA) + Advanced degree from an accredited institution. + Current knowledge… more
- Zions Bancorporation (Irvine, CA)
- …and businesses. These services include personalized investment strategies, financial planning , estate and tax planning , succession planning , and ... Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio Managers/ Advanced Planning Professionals As a Wealth Advisor, your role will… more