- Moss Adams LLP (Walnut Creek, CA)
- …and research potential tax issues. + Prepare and/or review returns for corporate , partnership, or individuals, including federal , foreign, state and local ... ** Tax Senior ** **Description** At Moss Adams,...**Responsibilities** : + Participate in client engagements by providing corporate , partnership and individual tax services; devise,… more
- Moss Adams LLP (Walnut Creek, CA)
- …management and technical expertise in individual, trust, partnership, corporate , federal , state, local and foreign tax returns, estimated payments and ... ** Tax Senior Manager - Partnerships** **Description**...extensions, and federal and state tax audits. + Develop and execute a business development… more
- Bank of America (Walnut Creek, CA)
- …market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite ... client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options,… more
- Columbia Bank (Walnut Creek, CA)
- …+ 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + ... Reports on the activities of the assigned office to senior management of the trust company. + Responsible for...expert. + Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. + Takes… more