- Deloitte (San Francisco, CA)
- …Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, ... should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager...specialized services including research and development, government incentives, and tax management consulting. Join us, and help… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Tax Manager Location: San Francisco, hybrid (3 days in office) Salary: ... Half is excited to partner with a leading private investment firm overseeing $9 billion in capital. Known for... tax planning. Requirements + 5-7 years of tax experience (asset management taxation, partnership, K-1,… more
- Deloitte (San Francisco, 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 Manager on our growing team! Recruiting...the global leader in providing professional services to the Investment Management industry, Deloitte Tax … more
- Deloitte (San Francisco, CA)
- …practice! Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...of public accounting experience (at least 3 years in investment management ) + One of the following… more
- Deloitte (San Francisco, CA)
- …("IRC"), such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated… more
- Deloitte (San Francisco, 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
- Moss Adams LLP (San Francisco, 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
- US Bank (San Francisco, CA)
- …join our growing team of finance professionals as a Project Manager /Underwriter (PM). The PM's responsibilities include underwriting, structuring, negotiating and ... and loans (predominantly for solar and wind projects) utilizing Renewable Energy Tax Credits (RETC). The PM will prepare underwriting packages for proposed… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …have some experience working with ultra-high net worth clients and will have prepared investment partnership and fiduciary tax returns + Understanding of tax ... Assisting with special projects on an as-needed basis Risk Management + Identifying and managing risks to the family's...plus + Proficiency using CCH Axcess or ProSystems fx Tax , CCH Workpaper Manager , and BNA Income… more
- Bank of America (San Francisco, CA)
- …in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management , or Business Management in addition to spending ... Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and… more
- US Bank (San Francisco, CA)
- …at-all from Day One. **Job Description** US Bancorp Impact Finance (USBIF), the tax credit, community investment , and environmental financing division of US ... join our growing team of environmental finance professionals as an Asset Manager (AM). The AM's responsibilities include identifying and mitigating risk, managing… more
- Grant Thornton (San Francisco, CA)
- Technology Modernization - Strategy Manager As a Technology Modernization Strategy Manager , you'll provide strategic technology advisory services to address ... disciplines including accounting, finance, sales, operations, and human capital management and information technology to support the client's business strategy… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description We are looking for a detail-oriented Accounting Manager to oversee and enhance financial operations within our organization. Based in San Francisco, ... Responsibilities: + Support external fund administrators with general ledger management , fund accounting, investor allocations, and capital activity (calls/distributions).… more
- BlackRock (San Francisco, CA)
- …Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax , values-alignment, or investment exposures across direct indexing, fixed ... to endowments and foundations. **About this Role** The Salesforce Product Manager will be responsible for managing our customized Salesforce application, ensuring… more
- JPMorgan Chase (Palo Alto, CA)
- …and pre-liquidity transaction planning + Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based ... Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities… more
- Marriott (Oakland, CA)
- …**Schedule** Full Time **Located Remotely?** N **Position Type** Management **JOB SUMMARY** Functions as the primary strategic business ... performance, sales and revenue generation and delivering a return on investment to both Marriott International and property ownership. Verifies implementation of… more
- Lightsource bp (San Francisco, CA)
- …role is not eligible for remote work._** **What you'll do** The IM Team The Investment Management Team (IM) is the guardian of LSbp operational investments with ... organisation, the IM team interacts closely with * Structured Finance (that raises debt, tax equity and leads on M&A activities); * LSbp regions including project &… more
- TIAA (Redwood City, CA)
- …Planned Giving Technical Consultant job provides expert advice to the department's management and staff regarding legal, tax , and regulatory requirements that ... to support complex gift planning initiatives and the resolution of gift administration, tax , and investment issues on specific client accounts. + Reviews and… more
- City National Bank (San Francisco, CA)
- …San Francisco, CA. * WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing loan underwriting, and portfolio management expertise to ... write-ups, property/borrower/guarantor assessments and related due diligence during on-going management of the portfolio. Assists senior credit officers and… more
- City National Bank (San Francisco, CA)
- …- Food and Beverage * WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan underwriting expertise. Is client facing and ... and appropriate credit guidance to Relationship Managers, Group Head and Credit Manager . * Respond to inquiries from internal and external constituents (eg clients,… more