- Cherry Bekaert (Los Angeles, CA)
- …to find your space and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional personal compliance and business ... planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director , you will:** + Work with...review of and feedback on the work of other tax personnel. + Work with engagement and client… more
- Charles Schwab (Torrance, CA)
- …Wealth Advisory (SWA) along with a broad range of investment products and solutions. The Director , Senior Tax Planning Specialist role is a part of the Tax ... education, planning and guidance to help them achieve their tax -related goals. The Director , Senior Tax...the subject matter expert for key considerations of a client 's tax needs and be responsible to… more
- KPMG (Los Angeles, CA)
- …Managing Director **Requisition Number:** 107608 - 8 **Function:** Tax Services **Area of Interest:** **State:** CA **City:** Los Angeles **Description:** ... a Managing Director to join our Closely Held Business/Family Office Tax Services Organization. Responsibilities: + Play a key role in growing KPMG's Closely… more
- BMO Financial Group (Los Angeles, CA)
- …partner collaboratively with other planning professionals and Relationship Managers ( Private Bankers, Investment Counsellors, Investment Advisors) to provide clients ... with comprehensive wealth planning advice and solutions encompassing financial, tax , succession, philanthropic, will, estate and trust planning in connection with… more
- JPMorgan Chase (Los Angeles, CA)
- …advisors across JPMorgan Securities on utilizing life insurance solutions to meet client investment, wealth transfer and income planning needs around the Goals Based ... clients across the entire wealth spectrum. It includes the Private Bank, JP Morgan Securities, and Chase Wealth Management....and thought leadership are designed to help strengthen our client 's financial health and achieve peace of mind in… more
- Insight Global (Los Angeles, CA)
- …accounts receivable, account payable, fixed assets, petty cash, bank reconciliation and client trust funds. - Performs the preparation of the monthly income ... - Prepares and processes payroll upon receipt from the Director of Human Resources. - Maintain and ensure accuracy...- Prepare & ensure the timely filing of all tax filings: Partnership annual tax returns, K-1s,… more
- K1 (Manhattan Beach, CA)
- …Accountant possesses the competence and expertise necessary to skillfully navigate client , third-party, and internal relationships and provide close support to the ... Managing Director of Finance. Our core values both define and...and portfolio manager requests + Review information provided to tax consultants for quarterly tax estimates, annual… more
- Southern Glazer's Wine and Spirits (Cerritos, CA)
- …a Most Loved Workplace and are included on the Forbes lists for Largest Private Companies and Best Employers for Diversity. As a full-time employee, you can choose ... comprehensive medical and prescription drug coverage, dental and vision plans, tax -saving Flexible Spending Accounts, disability coverage, life insurance plans, and… more
- Robert Half Office Team (Santa Monica, CA)
- …Monica, California. This role supports the accounting department of a well-known private equity firm that offers excellent career progression. The primary function ... of this role will be to provide comprehensive administrative support to a managing director and a corporate accounting team. This role is integral to the smooth… more