- KPMG (San Francisco, CA)
- **Business Title:** Tax Manager , Asset Management **Requisition Number:** 112415 - 11 **Function:** Tax Services **Area of Interest:** **State:** CA ... for as a firm KPMG is currently seeking a Manager to join our Business Tax Services...seeking a Manager to join our Business Tax Services (https:// tax .kpmg.us/content/ tax /en/index.html) practice. Responsibilities:… more
- KPMG (San Francisco, CA)
- **Business Title:** Senior Manager , State Income Tax - Asset Management **Requisition Number:** 111195 - 11 **Function:** Tax Services **Area of ... as a firm KPMG is currently seeking a Senior Manager to join our State and Local Tax...on multi-state tax issues specific to the asset management industry + Bachelor's degree from… more
- Deloitte (San Francisco, CA)
- …to keep you intrigued well beyond the tax code! Work you'll do As a Tax Manager in the FTS-DART group, you will provide tax consulting and compliance ... to help identify tax planning considerations, potential tax risks related to Client's fixed asset ...Licensed attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred:… more
- KPMG (San Francisco, CA)
- **Business Title:** Senior Manager , Asset Management **Requisition Number:** 112148 - 11 **Function:** Tax Services **Area of Interest:** **State:** CA ... as a firm KPMG is currently seeking a Senior Manager to join our Business Tax Services...a Senior Manager to join our Business Tax Services (https:// tax .kpmg.us/content/ tax /en/index.html) practice. Responsibilities:… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …of fund activities, fostering professional growth and recognition. Some Responsibilities of the Senior Tax Manager Include: + Support VP of Finance in managing ... including 704(b) basis. + Support Director of Finance - Management Company in tax -related matters. + Review...degree and CPA license required + Experience focused on asset management funds + Hungry, intelligent, humble… more
- Deloitte (San Francisco, CA)
- …& entertainment, energy, retail, and financial services that frequently involve asset management , venture capital, and international outbound joint ventures. ... Tired of Tax Compliance and Busy Season? You've earned your...to keep you buzzing! Work You'll Do: As a Manager on our Partnership Solutions Group, Operational Partnership Services… more
- KPMG (San Francisco, CA)
- …+ Minimum two years of partnership tax experience with an accounting firm, asset manager and/or law firm + Bachelor's degree, JD, LL.M. in taxation and/or ... **Business Title:** Senior Associate, Asset Management - Real Estate **Requisition...- Real Estate **Requisition Number:** 108499 - 11 **Function:** Tax Services **Area of Interest:** **State:** CA **City:** San… more
- BRIDGE Housing Corporation (San Francisco, CA)
- Summary The Senior Asset Manager (SAM) is responsible for a portfolio of approximately 30-35 properties and serves as the primary contact for the portfolio's ... Responsibilities General + Take the lead on creating and maintaining comprehensive asset management /strategy plans for each property in assigned portfolio +… more
- JPMorgan Chase (San Francisco, 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …progress). + Background in public accounting or industry experience within alternative asset management . + Experience in Credit/Fixed Income assets. + ... in multi-strategy credit investments. With nearly $4 billion in assets under management , their strategies cover traded credit, private credit, and various asset… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ CPA or in progress. + Experience in public accounting or alternative asset management industry. + Background in Credit/Fixed Income assets. + Familiarity ... for this opportunity. Join our client, an innovative investment management firm specializing in debt investments, as a Fund... firm specializing in debt investments, as a Fund Manager in San Francisco. Enjoy maximum flexibility in a… more
- City National Bank (San Francisco, CA)
- **PORTFOLIO MANAGER ASSOCIATE** **WHAT IS THE OPPORTUNITY?** Implement proprietary strategies and asset allocation for City National Rochdale Financial Advisors ... investment strategies and approaches to achieve investment goals for clients. **Wealth Management Division: City National Rochdale** As a member of City National… more
- JPMorgan Chase (San Francisco, CA)
- …of and experience in delivering all aspects of financial planning, including asset and liability management , asset allocation, diversification, basic ... trusts & estates, basic individual tax rules (both transfer and income taxes), insurance, long-term...and estate planning, retirement, educational, and philanthropic planning, risk management , and asset allocation. + Structure and… more
- Republic Services (San Francisco, CA)
- …of capital expenditures, transfers and retirements. Reviews and approves all related asset management sub-ledger transactions. * Supports and provides financial ... differ in each market we serve. By combining local operational management with standardized business practices, we drive greater operating efficiencies across… more
- BlackRock (San Francisco, CA)
- …holder designation or advanced degree a plus. + 3+ years trading or portfolio management experience with tax exempt municipal bonds. + Strong technical skills ... role and impact** You will be a member of the Municipal Index Portfolio Management team, managing a suite of Municipal ETFs and mutual funds, including National,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …reviewing the General Ledger for correct coding of income/expenses. + Collaborate with Asset Management on regular loan draws for capital expenditure projects. + ... Join a thriving real estate investment firm distinguished by its hands-on management style, high-tech prowess, and focus on ESG applications. Our client, a… more
- Moss Adams LLP (San Francisco, CA)
- **Cost Segregation Senior Manager ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about ... interesting business challenges. **Introduction to the team** Within TSG, the Tangible Asset Incentive Services team helps clients manage tangible assets in a way… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …advisors, and manage investment proposals. + Execute securities transactions, assist with tax strategies, and support asset allocation decisions. + Proactively ... leaders in delivering tailored financial solutions, seek a Portfolio Manager for their San Mateo office. Experience a perfect...+ 8+ years (ideally 10+) of experience in portfolio management + Experience must be at a wealth … more
- Robert Half Finance & Accounting (Menlo Park, CA)
- … Management Firm in Menlo Park, boasting ~$6 billion in assets under management across various asset classes including private equity, venture capital, and ... audit tasks. + Assist in estimating taxes and preparing tax returns for the funds. + Collaborate with the...years of professional experience, preferably in Big4 audit or tax , or relevant industry exposure. + Proficient in quantitative… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …for the executive team and quarterly MD& A for the Finance & Asset Management Committee Responsible for reviewing monthly account reconciliations and financial ... Description CORPOARTE ACCOUNTING MANAGER PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF...external auditors to ensure timely completion of audits and tax returns of the assigned portfolio. Monitor adherence to… more