- H&R Block (Novato, CA)
- …It's an exciting time to be a part of H&R Block! What you'll do As a Senior Client Advisor - Small Business and Tax you will apply principles of accounting to ... tax statements and returns for businesses and clients. The Senior Client Advisor - Small Business and Tax will also provide advice on financial and tax … more
- City National Bank (San Francisco, CA)
- …(CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a...prospects, and COIs. * Keep abreast of legislative and tax changes. * Enhance existing relationships and reduce attrition… more
- Exploratorium (San Francisco, CA)
- …Officer (Deputy CPO) is a key strategic leader and the second most senior position in the Exploratorium's Institutional Advancement (IA) Department. The Deputy CPO ... fundraising initiatives in IA. As a highly skilled and experienced fundraising strategist , the Deputy CPO works closely with the Chief Philanthropy Officer,… more