- Robert Half Finance & Accounting (San Francisco, CA)
- …philosophy creates an environment where both professionals and clients thrive. The Senior Tax Advisor role offers the opportunity to be a client-facing leader, ... is valued. Your Responsibilities: + Cultivate and maintain relationships with Tax -Only clients, ensuring satisfaction and long-term retention. + Lead tax… more
- Atria Wealth Solutions (Riverside, CA)
- …analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities ... partnership with Altura Credit Union, is seeking a Financial Advisor to assume responsibility for an existing book of...responsibility for an existing book of business and provide investment and retirement planning services for its members in… more
- Atria Wealth Solutions (Los Angeles, CA)
- CUSO Financial Services, LP (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal ... analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities… more
- Deloitte (San Francisco, CA)
- …and compliance support for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a national team ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our... Tax , JD, and/or LLM + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA… more
- Deloitte (Costa Mesa, CA)
- …clients on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + ... Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +...LLM, or JD, or related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA… more
- Deloitte (San Francisco, CA)
- …("IRC"), such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...independently and manage multiple, competing priorities + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA… more