- Deloitte (San Jose, CA)
- …May 31, 2026. 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
- TIAA (Palo Alto, CA)
- The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep ... evolving client goals. + Conduct in-depth portfolio reviews and guide long-term wealth planning conversations. + Mentor Associate and Portfolio Managers to elevate… more
- Grant Thornton (San Jose, CA)
- …Federal Corporate and Partnership solution families, State and Local Tax , International Tax , and Private Wealth Service lines. ESSENTIAL DUTIES AND ... other taxing authorities + Identifying, researching, and assessing various tax issues while also providing information to senior... tax issues while also providing information to senior staff members + Providing on-the-job training to junior… more
- LTD Global (Livermore, CA)
- …products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local ... engagement. Position Overview Reporting to the Special Assets Manager, the Senior Special Assets C&I Underwriter is responsible for underwriting and managing… more