- Grant Thornton (Newport Beach, CA)
- As the Private Wealth Services Tax Director, you'll lead the team's production of primary and secondary reviews of complex tax returns and provide ... support to help you excel. You'll collaborate with the Private Wealth Services Tax... strategies + You have excellent analytical, technical, and tax accounting/technology skills You have exceptional client service… more
- Deloitte (Costa Mesa, CA)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required: + ... Do As a Tax Senior in our Private Wealth Tax practice, you...3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
- Deloitte (Costa Mesa, CA)
- …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + ... taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...Do As a Tax Manager in our Private Wealth Tax practice, you… more
- Deloitte (Costa Mesa, CA)
- …dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services . Deloitte's Global Center for ... answered "Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services Tax -Exempt practice! What You'll Do As a Tax … more
- JPMorgan Chase (Torrance, CA)
- …a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively ... with Wealth Management. As a Vice President, Private Wealth Planner within JP Morgan ...plan. You will work collaboratively with an integrated client service team to provide comprehensive financial planning services… more
- Zions Bancorporation (Irvine, CA)
- …all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, ... active for 70 years and has more than 80 full- service branch offices across the state. This dedication has...Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth Management is a specialized division within the bank… more
- US Bank (Torrance, CA)
- …Impact Finance Group address the US Bank's commitment to close the racial wealth gap through its signature Access Commitment Initiative. The intended goal is to ... increase the volume of lending and tax credit equity investing with BIPOC-led entities by raising...customers. These sources may include CDFIs, MDIs, credit unions, private equity funds, venture capital funds, or philanthropic dollars.… more