- Deloitte (Costa Mesa, CA)
- …Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- Bank of America (Los Angeles, CA)
- …the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ... Private Wealth Client Relationship Manager Los...procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin,… more
- City National Bank (Los Angeles, CA)
- …IS THE OPPORTUNITY? The Wealth Strategist position is part of CNR's Private Wealth Solutions (PWS) team, and is responsible for expanding CNR's relationships ... by partnering with field business development officers. Initially support Senior Wealth Strategists throughout the planning process,...and COIs. * Keep abreast of important legislative and tax changes. * Participate in the sales process to… more
- Deloitte (Costa Mesa, CA)
- …members are fully dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global ... Tax -Exempt practice! What You'll Do As a Tax Senior within the Tax -Exempt...serving non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions and other… more
- Umpqua Bank (Los Angeles, CA)
- …business development, relationship and portfolio management, private banking, and wealth management skills. + Intermediate estate planning, tax , advanced ... Sr Private Bank Relationship Manager Wealth Management...position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary role… more
- Cherry Bekaert (Los Angeles, CA)
- …areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details, ... (https://www.cbh.com/about/awards-and-recognition/) , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we… more
- City National Bank (Los Angeles, CA)
- …administrative trusts, which are includible in a decedent's estate for estate tax purposes. Administer closing process for all estate and personal trust accounts ... intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency… more