- Citizens (San Francisco, CA)
- …be a trusted advisor, educator, communicator, writer and thought leader in the Advanced Tax and Estate Planning (ATEP) / personal financial planning ... and wealth management services; comprehensive income tax and estate tax planning , structuring, compliance and governmental representation capabilities;… more
- Deloitte (San Francisco, CA)
- …operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will provide federal tax consulting and compliance ... relevant for public and private companies and range from tax planning to tax compliance,...handle multiple, competing priorities + Solid understanding of real estate tax technical and transaction skills, including… more
- Deloitte (San Jose, CA)
- …legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax ...client meetings on compliance and consulting projects related to tax planning opportunities and the tax… more
- Robert Half Finance & Accounting (Campbell, CA)
- …* Utilize Lacerte Tax Software, Microsoft Excel, and other tools for tax planning strategies * Apply knowledge of estate tax laws and individual ... a Tax Preparer * Proficiency in Lacerte Tax Software * Advanced skills in Microsoft...Microsoft Excel * Extensive knowledge in Estate Tax * Familiarity with Tax Planning… more
- Deloitte (San Diego, CA)
- …Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with ... always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across...Advanced degree such as master's in science of tax (MST), JD, or LLM + Advanced … more
- Deloitte (Sacramento, CA)
- …legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax ...client meetings on compliance and consulting projects related to tax planning opportunities and the tax… more
- Deloitte (Costa Mesa, CA)
- …Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with ... always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across...Advanced degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4… more
- Gelfand Rennert & Feldman (Century City, CA)
- …multi-state tax returns (individual, S corporation, C corporation, partnership, estate , and trusts) + Assist in the planning /executing/administration of Firm ... use research software (ie, RIA, CCH, etc.) to conduct tax research and tax planning ...skills + Commitment to professionalism, discretion and accuracy + Advanced knowledge of Microsoft Office (including Excel, Word, Outlook)… more
- Deloitte (San Diego, CA)
- …a valuable member on tax engagements and provide state and local property tax planning , consulting, and compliance services to a diverse client base in ... and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax ...Experience with one or more of the following: property tax compliance, planning , analysis, and/or property … more
- Deloitte (San Francisco, CA)
- … Tax Services (MTS) group, you will provide state and local property tax planning , consulting, and compliance services to multiple clients within various ... and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax ,...OneSource Property Tax . + Experience with property tax compliance, tax planning , … more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …, and financial planning areas. + Conduct in-depth research on investment strategies, tax planning , estate planning , regulations, and market trends. ... and wealth management firm with ~$5 billion AUM. Associate Tax Wealth Advisor Menlo Park; Hybrid Base + Bonus...Help execute client recommendations. + Create financial projections using advanced Excel models. + Aid advisors in assessing client… more
- Lincoln Financial Group (Los Angeles, CA)
- …in the areas of estate , retirement, business succession, investment, and income tax planning . \#LI-Remote **What you'll be doing** * Provide direction and ... planning inquiries, preparing and presenting financial and estate planning deliverables, and developing advanced...timely estate , business succession, retirement, and income tax planning topics to team members, advisors,… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …clients to develop comprehensive financial plans, provide strategic advice on investment, retirement, tax , risk, and estate planning , and oversee the ... client's financial planning including performing general research in areas of investments, income tax planning , estate planning , and impact of recent… more
- Truist (San Diego, CA)
- …action on the proposed plan. 7. Provide details on products and solutions, including estate planning (including transfer tax calculations and life insurance ... Agency or insurance carrier platform 15. Proven experience and ability to explain estate planning (including transfer tax calculations and life insurance… more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- …from AGI, sale of assets, individual retirement accounts, retirement plans for small businesses, estate tax and gift tax . The final two classes present ... program presents a comprehensive review for professionals involved in tax preparation and who are planning to...the IRS or as an Enrolled Agent (EA) + Advanced degree from an accredited institution. + Current knowledge… more
- Zions Bancorporation (Irvine, CA)
- …and businesses. These services include personalized investment strategies, financial planning , estate and tax planning , succession planning , and ... Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio Managers/ Advanced Planning Professionals As a Wealth Advisor, your role will… more
- Clearway Energy (San Francisco, CA)
- …development experience with ability across project siting, land and real estate , regulatory and environmental permitting, interconnection, and transmission and power ... + Lead projects through financing diligence efforts to support obtaining cash equity, tax equity, and/or project debt commitments prior to start of construction, and… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …client's financial planning including performing general research in areas of investments, income tax planning , estate planning , and impact of recent ... * Ability to both develop and manage client relationships at an advanced level. * Actively make client recommendations consistent with the client's financial… more
- Robert Half Finance & Accounting (San Jose, CA)
- …client's financial planning including performing general research in areas of investments, income tax planning , estate planning , and impact of recent ... Role: * Ability to both develop and manage client relationships at an advanced level. * Actively make client recommendations consistent with the client's financial… more
- Comerica (San Francisco, CA)
- …with an emphasis on Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning , cash flow analysis and ... budgeting, and risk management to ultra-high net worth clients. Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients… more