- Moss Adams LLP (Walnut Creek, CA)
- …and research potential tax issues. + Prepare and/or review returns for corporate , partnership, or individuals, including federal , foreign, state and local ... ** Tax Senior - Partnerships** **Description** At...**Responsibilities** : + Participate in client engagements by providing corporate , partnership and individual tax services; devise,… more
- Moss Adams LLP (Walnut Creek, CA)
- …management and technical expertise in individual, trust, partnership, corporate , federal , state, local and foreign tax returns, estimated payments and ... ** Tax Senior Manager - Partnerships** **Description**...extensions, and federal and state tax audits. + Develop and execute a business development… more
- US Bank (Walnut Creek, CA)
- …in affordable housing and community development. Grows revenue as directed by senior management by successfully prospecting for new business and expanding existing ... loans on multifamily housing projects, many of which utilize Low-Income Housing Tax Credits (LIHTC) or New Business Development Initiatives in Affordable Housing.… more
- Columbia Bank (Walnut Creek, CA)
- …+ 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + ... Reports on the activities of the assigned office to senior management of the trust company. + Responsible for...expert. + Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. + Takes… more
- Bank of America (Walnut Creek, CA)
- …market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite ... client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options,… more