- Intuit (Santa Clarita, CA)
- …care), or handling more complex tax scenarios like business income, amendments, or investments , you will serve as the go-to expert for your clients. Additionally, ... understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.… more
- Robert Half Finance & Accounting (Walnut, CA)
- Description We are looking for a highly skilled Senior Trust Accountant with expertise in investment accounting to join our team in Walnut, California. ... objectives when necessary. Requirements * Minimum of 5 years of experience in trust accounting, investment accounting, or a related field. * Advanced knowledge… more
- City National Bank (Los Angeles, CA)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... * SR . AUDIT MANAGER- ENTERPRISE RISK MANAGEMENT* WHAT IS...and effectively communicate audit results to the Director and senior management in meetings, presentations, and/or written reports and… more
- City National Bank (Los Angeles, CA)
- …results of testing performed, and effectively communicate audit results to the Senior Audit Manager/Director and senior management in meetings, presentations, ... controls for the Wealth Management platform: Personal and Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, … more
