- Robert Half Finance & Accounting (San Francisco, CA)
- …component. Cherry on-top, the team has an excellent culture and tenure. Primary Responsibilities: Tax Planning + Working with advisors on strategies to minimize ... extensions for individual, partnership and fiduciary returns for the family office + Review income tax returns...'s wealth, including insurance and asset protection strategies. Estate Planning + Preparing for the transfer of wealth across… more
- Charles Schwab (San Francisco, CA)
- …the finance industry together._** Schwab's Investor Advice Solutions consists of Schwab Wealth Advisory , Centralized Service & Operations and the Tax , Trust, and ... Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and… more
- Deloitte (San Francisco, CA)
- …and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax ... objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities...3 days per week + 5+ years' experience providing tax planning services or preparing and reviewing… more
- Deloitte (San Francisco, CA)
- …LLP and sector-specific trainings. + Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the ... objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities...3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
- KPMG (San Francisco, CA)
- … Services (https:// tax .kpmg.us/content/ tax /en/index.html) practice. Responsibilities: + Provide tax compliance and advisory services to owners and senior ... + Prepare complex individual income, gift, trust and estate tax returns for ultra-high net-worth individuals and Family... tax and/or gift tax , estate tax and trust taxation; multi-generational estate planning … more
- Stanford University (Stanford, CA)
- …in the university's global tax strategy, including implementation, compliance, documentation, planning , advisory , and audit defense. The Senior Global Tax ... Senior Global Tax Manager **Business Affairs: Financial Management Services (FMS),.... We provide superb retirement plans, generous time-off, and family care resources. + **A healthier you** . Climb… more
- BMO Financial Group (San Francisco, CA)
- …research, portfolio implementation, and investment reporting), Family Wealth ( tax strategy and compliance, estate advisory , risk management, expense ... of significant wealth. Our mission is to be the family office that defines exceptional client experience. We seek...management and philanthropic planning and advisory ), Capital Advisory (liquidity planning ,… more
- KPMG (San Francisco, CA)
- …global compensation and equity sourcing and taxation; domestic and global employment tax compliance and consulting; M&A advisory ; executive compensation and ... **Business Title:** Senior Manager **Requisition Number:** 115208 - 11 **Function:** Tax Services **Area of Interest:** **State:** CA **City:** San Francisco… more
- KPMG (San Francisco, CA)
- …and directors to help identify Oracle Cloud project opportunities with existing KPMG Advisory , Tax , and Audit clients + Support new business opportunities and ... Oracle Cloud Financials **Requisition Number:** 112710 - 11 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San Francisco **Description:**… more
- KPMG (San Jose, CA)
- …for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our ... Associate, Account Operations **Requisition Number:** 112465 - 12 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San Jose **Description:**… more
- Legence (San Jose, CA)
- …portfolio company, is an Energy Transition Accelerator (TM) that provides advisory services and implementation focused on financing, designing, building, and ... Order-to-Cash, Procure-to-Pay, Inventory, Fixed Assets, HR & Payroll, Treasury and Tax ). Ensure compliance with all applicable laws, rules, and regulations. +… more
- KPMG (San Francisco, CA)
- …for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our ... the following consulting areas: service pricing strategy development, scenario planning , CRM or CPQ implementation support, operational and performance improvement,… more
- KPMG (San Francisco, CA)
- …for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our ... marketing initiatives, strategic portfolio and client relationship management, marketing planning and performance management + Analytical skills and business acumen… more