- Robert Half Legal (Orinda, CA)
- Description We are looking for an experienced Estate Planning Attorney to join our team in Orinda, California. The ideal candidate will have a strong ... as irrevocable and revocable trusts, wills, and powers of attorney . * Advise clients on estate tax...strategies. * Represent clients in legal proceedings related to estate planning , when necessary. Requirements * A… more
- Robert Half Legal (San Francisco, CA)
- Description Our client is looking for an experienced Estate Planning + Tax Attorney to join their team in San Francisco, California, 94105, United States. In ... in trust administration, probate matters, and resolving disputes within the estate planning framework. Responsibilities * Develop and implement comprehensive… more
- Deloitte (San Francisco, CA)
- …who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of ... Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to develop and pursue… more
- Wells Fargo (San Francisco, CA)
- …trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Solid understanding of trust ... asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset...Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and… more
- Deloitte (San Francisco, CA)
- …opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've ... of partnership allocation methodologies, Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for you as a Senior… more
- Deloitte (San Francisco, CA)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Deloitte (San Francisco, CA)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Deloitte (San Francisco, CA)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... 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 the purpose of… more
- Deloitte (San Francisco, CA)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... 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 the purpose of… more
- City National Bank (San Francisco, CA)
- *INDUSTRY CLOSING MANAGER - Commercial Real Estate * *San Francisco or Walnut Creek, CA. * WHAT IS THE OPPORTUNITY? The Industry Closing Manager (ICM) is the leader ... with Clients, Relationship Managers and Credit staff * Determine if internal or attorney prepared documents are needed; engage attorneys if needed * Manage legal… more
- Grant Thornton (San Francisco, CA)
- …of tax consulting and tax return preparation duties, including tax research, tax planning , and the preparation of supporting digital work papers for various tax ... you will be exposed to a variety of industries including real estate , consumer industrial products, financial services, and healthcare. Procedures vary depending on… more
- Deloitte (San Francisco, CA)
- …valuable member on tax engagements and provide state and local property tax planning , consulting, and compliance services to a diverse client base in various ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + CMI (Certified...(American Society of Appraisers) + CRE (Counselor of Real Estate ) + CCIM (Certified Commercial Investment Member) + Licensed… more
- Deloitte (San Francisco, CA)
- …you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ready to make a greater ... process. + Assisting with tax consulting projects including tax planning , restructuring, and due diligence + Assisting with engagement...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Ability to travel up… more