• Tax Planning and Advisory

    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
    Robert Half Finance & Accounting (01/01/25)
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  • Senior Manager, International Tax

    Microsoft Corporation (San Francisco, CA)
    …Reporting and Transfer Pricing 2) Customs, Tax Process & Innovation 3) Corporate Tax Planning & Controversies, Indirect Tax & Global Business Initiatives ... Tax & Customs Department is responsible for Worldwide Tax & Customs Reporting, Compliance, and Planning ,...years tax compliance, tax accounting, tax audit management or tax advisory more
    Microsoft Corporation (01/14/25)
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  • Tax Manager - Investment Management…

    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 (01/14/25)
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  • Partnership Tax Senior Manager

    Grant Thornton (San Francisco, CA)
    tax projects in a wide variety of industries; provide innovative tax planning , consulting, and compliance expertise to clients; market, sell, design, ... and implement tax - planning strategies for clients and manage to...licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. In 2025, Grant… more
    Grant Thornton (12/06/24)
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  • Director, Charitable Consulting

    Charles Schwab (San Francisco, CA)
    …understanding of investments (publicly and non-publicly traded), common ultra-high net worth tax planning concerns and planned giving alternatives. + Existing ... tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger...in the western US and manage relationships with advisors, family offices and business partners by serving as a… more
    Charles Schwab (01/16/25)
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