- Citizens (San Francisco, CA)
- …be a trusted advisor, educator, communicator, writer and thought leader in the Advanced Tax and Estate Planning (ATEP) / personal financial planning ... and wealth management services; comprehensive income tax and estate tax planning , structuring, compliance and governmental representation capabilities;… more
- Deloitte (San Francisco, CA)
- …operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will provide federal tax consulting and compliance ... relevant for public and private companies and range from tax planning to tax compliance,...handle multiple, competing priorities + Solid understanding of real estate tax technical and transaction skills, including… more
- Deloitte (San Francisco, CA)
- …legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax ...client meetings on compliance and consulting projects related to tax planning opportunities and the tax… more
- Deloitte (San Francisco, CA)
- …Each 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 ... always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across...Advanced degree such as master's in science of tax (MST), JD, or LLM + Advanced … more
- Deloitte (San Francisco, CA)
- …legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax ...client meetings on compliance and consulting projects related to tax planning opportunities and the tax… more
- Deloitte (San Francisco, CA)
- …Each 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 ... always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across...Advanced degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4… more
- Deloitte (San Francisco, CA)
- …a valuable member on tax engagements and provide state and local property tax planning , consulting, and compliance services to a diverse client base in ... and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax ...Experience with one or more of the following: property tax compliance, planning , analysis, and/or property … more
- Deloitte (San Francisco, CA)
- … Tax Services (MTS) group, you will provide state and local property tax planning , consulting, and compliance services to multiple clients within various ... and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax ,...OneSource Property Tax . + Experience with property tax compliance, tax planning , … more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …, and financial planning areas. + Conduct in-depth research on investment strategies, tax planning , estate planning , regulations, and market trends. ... and wealth management firm with ~$5 billion AUM. Associate Tax Wealth Advisor Menlo Park; Hybrid Base + Bonus...Help execute client recommendations. + Create financial projections using advanced Excel models. + Aid advisors in assessing client… more
- Lincoln Financial Group (San Francisco, CA)
- …in the areas of estate , retirement, business succession, investment, and income tax planning . \#LI-Remote **What you'll be doing** * Provide direction and ... planning inquiries, preparing and presenting financial and estate planning deliverables, and developing advanced...timely estate , business succession, retirement, and income tax planning topics to team members, advisors,… more
- Clearway Energy (San Francisco, CA)
- …development experience with ability across project siting, land and real estate , regulatory and environmental permitting, interconnection, and transmission and power ... + Lead projects through financing diligence efforts to support obtaining cash equity, tax equity, and/or project debt commitments prior to start of construction, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …client's financial planning including performing general research in areas of investments, income tax planning , estate planning , and impact of recent ... Role: * Ability to both develop and manage client relationships at an advanced level. * Actively make client recommendations consistent with the client's financial… more
- Comerica (San Francisco, CA)
- …with an emphasis on Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning , cash flow analysis and ... budgeting, and risk management to ultra-high net worth clients. Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients… more