- 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 (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
- Morgan Stanley (Walnut Creek, CA)
- …long-term incentive packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *Financial Planning Director - ... Morgan Stanley Wealth Management , a global leader, provides...investment strategy, retirement planning, income protection, asset protection, and tax strategies * Collaborate effectively with local management… more
- 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
- 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
- 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