- Deloitte (Los Angeles, 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 (Pasadena, 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