• Tax Director at Wealth

    Robert Half Finance & Accounting (San Francisco, CA)
    …$50 billion in assets, specializes in exclusive family office services and personalized wealth management solutions. This position offers a hybrid work schedule ... goals. + Collaborate with cross-functional teams to design integrated wealth planning strategies. + Deliver expert tax ...integrated wealth planning strategies. + Deliver expert tax advice and leverage technology to streamline tax more
    Robert Half Finance & Accounting (11/10/24)
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  • Wealth Management - Tax

    Robert Half Finance & Accounting (San Francisco, CA)
    …private investment firm, provides exclusive family office services and tailored wealth management solutions, managing assets exceeding $50 billion. This ... objectives. + Work collaboratively across teams to develop integrated wealth planning strategies. + Offer expert tax ...integrated wealth planning strategies. + Offer expert tax advice and utilize technology to optimize tax more
    Robert Half Finance & Accounting (11/03/24)
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  • Tax Planning and Advisory - Family Office…

    Robert Half Finance & Accounting (San Francisco, CA)
    …equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, oral ... consultative and will also have great mentorship from the Director of the team and the CFO. This position...team has an excellent culture and tenure. Primary Responsibilities: Tax Planning + Working with advisors on strategies to… more
    Robert Half Finance & Accounting (09/25/24)
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  • Director , Oracle Cloud Financials - State…

    KPMG (San Francisco, CA)
    **Business Title:** Director , Oracle Cloud Financials - State and Local **Requisition Number:** 112092 - 11 **Function:** Advisory **Area of Interest:** **State:** ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...a career in Advisory. KPMG is currently seeking a Director Oracle Cloud Financials in Enterprise Solutions for our… more
    KPMG (08/21/24)
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  • Managing Director , Head of Family office,…

    BlackRock (San Francisco, CA)
    …investment solutions that are aligned with family office priorities. From preserving wealth to maintaining cash flow to outperforming public markets, the family ... for the long term and their commitment to risk management helps family offices to maintain and grow their...+ Fluency in discussion of UHNW related issues, including tax efficiency, trust structures, etc. + Strong communication skills;… more
    BlackRock (11/06/24)
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