- Deloitte (Costa Mesa, CA)
- …prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... we have an exciting opportunity for you as a Tax Senior on our growing team! What...the global leader in providing professional services to the Investment Management industry, Deloitte Tax … more
- Deloitte (San Jose, CA)
- …solving complex state and local tax issues? Are you intrigued by the tax considerations specific to investment management , private equity, real estate ... for you! We are looking for an innovative, analytical Tax Senior who is ready to seek...team's overall practice specific services include investment management services, state income and franchise tax ,… more
- Cypress Creek Renewables (Santa Monica, CA)
- Senior Associate, Investment Analytics at Cypress Creek Renewables (View all jobs) (https://ccrenew.com/careers/) Santa Monica, CA, San Francisco, CA The Company ... Creek Renewables is seeking a talented and highly motivated Senior Associate to support the Investment Analytics... Analytics group. This group supports project valuation, risk management , and investment decisions throughout the solar… more
- Deloitte (Costa Mesa, CA)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team!...As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients… more
- Insight Global (Agoura Hills, CA)
- …firm by serving as their client's first point advisors when it comes to client's tax , investment , and business management needs. We are looking for smart, ... Job Description A client of Insight Global is seeking a Senior Tax Associate to join their growing team! This position is fully remote but you must reside in one… more
- Deloitte (San Jose, CA)
- …of Real Estate) + CCIM (Certified Commercial Investment Member) + Licensed Texas Senior Property Tax Consultant + Ability to travel up to 10%, on average, ... Are you a strategic and creative Senior Tax professional who enjoys working...and streamline workflow. + Making recommendations on engagement workflow management and mentoring tax consultants and interns… more
- Gelfand Rennert & Feldman (Century City, CA)
- Position Summary We are seeking a Senior Staff Tax Accountant with ideally entertainment business management experience to join our team of dedicated ... position is hybrid out of Century City, CA. The Senior Staff Accountant is responsible for the preparation and...of servicing clients, preparation of simple to moderately complex tax returns, as well as tax projections… more
- Deloitte (San Diego, CA)
- …clients on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + ... risk management , including tax credits, government incentives, and tax management consulting. Qualifications Required + Ability to perform job… more
- Moss Adams LLP (Woodland Hills, CA)
- **Mergers & Acquisitions \(M&A\) Tax Senior ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people ... with owners and investors to help them ease their tax burden and quantify tax exposures in...Focus. **Responsibilities:** + Assist Managers and Partners in engagement management of clients, conducting financial due diligence on middle-market… more
- Moss Adams LLP (Anaheim, CA)
- **Mergers & Acquisitions \(M&A\) Tax Senior Manager** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented ... Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions,… more
- Robert Half Finance & Accounting (Los Angeles, CA)
- …for various entities. The ideal candidate will bring a strong background in tax management , excellent analytical skills, and the ability to lead strategic ... initiatives in a dynamic investment management environment. Viable candidates should have...statements, and annual K-1 deliverables. * Draft communications to senior stakeholders and partners to convey critical tax… more
- Deloitte (Costa Mesa, CA)
- …and compliance support for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a national team ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...Tax Credits, Qualified Opportunity Zones, or Renewable Energy tax credits + Strong organizational and time management… more
- Gelfand Rennert & Feldman (Los Angeles, CA)
- Position Summary We are seeking a Staff Tax Accountant with ideally entertainment business management experience to join our team of dedicated professionals. ... of various reports in support of servicing clients, preparation of simple to moderately complex tax returns, as well as tax projections and tax research.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent ... Assisting with special projects on an as-needed basis Risk Management + Identifying and managing risks to the family's...with ultra-high net worth clients and will have prepared investment partnership and fiduciary tax returns +… more
- Gelfand Rennert & Feldman (Century City, CA)
- …which may affect clients' finances + Supervise and review Staff Accountant's and/or Senior Staff Accountant's preparation of moderately complex tax returns + ... hybrid basis. The Manager is responsible for overseeing all financial and tax aspects related to assigned client accounts. Primary Responsibilities + Supervision and… more
- City National Bank (Los Angeles, CA)
- …of legal contracts and investment related documentation, such as investment management agreements, subadvisor agreements, side letters, referral agreements, ... fund subsidiaries and affiliates with respect to wealth management products and services. * Support senior ...experience at a major law firm (financial services or investment management practice), in-house legal department of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ 5+ years asset management experience. Including VC/PE/ investment management experience, Fund administration or audit/ tax with investment clients. ... Robert Half Finance & Accounting is recruiting for a Senior Accountant at a leading asset management ...+ Prepare and ensure compliance of financial statements and tax returns with laws and regulations. + Maintain accurate… more
- HSBC (San Francisco, CA)
- …the ability to develop strong and productive relationships with clients, key senior management , and colleagues + Private practice experience preferred + ... seek opportunities to engage with clients on wealth planning matters + Passionate. The Senior Wealth Planning is passionate about tax and estate planning and… more
- PNC (Calabasas, CA)
- …to Detail, Decision Making and Critical Thinking, Effective Communications, Fund Management , Fund Performance Analysis, Investment Performance Measurement, ... opportunity to contribute to the company's success. As a Senior Fund Manager within PNC's Multifamily Capital organization, you...Investment Reporting, Problem Solving, Tax Regulations **Work Experience** Roles at this level typically… more
- City National Bank (Irvine, CA)
- …before credit requests and/or other approval documents are granted and during on-going management of the portfolio. As a Senior Credit Officer, manages the ... *CREDIT OFFICER SENIOR CRE * *Hybrid Schedule: Los Angeles, Irvine,...* WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing loan underwriting and portfolio … more