- GHJ (San Jose, CA)
- …success), Reinforcing and expanding cultural distinction (people success).Summary of Role: Tax Managing Director will be responsible for leading client engagements ... their business and personal taxes.Advanced technical skills in a variety of tax areas, along with well-developed and demonstrated management and supervisory skills… more
- EisnerAmper LLP (San Francisco, CA)
- …and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, ... the autonomy to reach your goals.We are seeking a Tax Director to join the Private Client Services (PCS)...(DE&I) efforts.What Work You Will be Responsible For:Review of tax projections, tax workpapers and tax… more
- EisnerAmper LLP (San Mateo, CA)
- …and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, ... aspect of aM&A/lending transaction, from pre-LOI stage through closing, including accounting, tax , IT, and benefits due diligence and transaction structuring. We are… more
- EisnerAmper (San Francisco, CA)
- …and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, ... PE Portfolio Company Services, along with our commercial practice through advisory, tax , and assurance opportunities. The ideal candidate will work hand-in-hand with… more
- KPMG (Santa Clara, CA)
- …a key role in growing KPMG's private client tax practice, which focuses on ultra- high net worth individual, trust and estate clients + Review and provide ... tax , gift, estate, and trust returns for ultra- high net - worth individuals and Family... professionals Qualifications: + Minimum five years of recent ultra- high net - worth tax … more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …independent investment advisory firm with offices in Seattle and Menlo Park. They serve ultra- high - net - worth families and have over $4.0 billion in assets ... complex financial analyses on a wide range of investment, tax , estate and financial planning topics + Perform general...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …cross-selling among service lines. * Use skills such as CCH ProSystem Fx, High - net - worth individual, Federal Income Tax Return, and Income Tax ... ProSystem Fx is required. * The candidate must have experience working with high - net - worth individuals. * Experience in Federal Income Tax Return is… more
- KPMG (Santa Clara, CA)
- …to the firm Qualifications: + Minimum two years of ultra- high net worth individual and/or trust and estate tax experience in an accounting firm and/or ... complex individual income, gift, trust and estate tax returns for ultra- high net - worth individuals and Family Offices + Manage a portfolio of clients… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …traditional accounting roles. Key Responsibilities: + Craft and implement strategies for income tax returns of high - net - worth individuals, managing ... firm located in the East Bay as a Senior Tax Analyst. This exciting role features a flexible HYBRID...from a Big 10 firm. + Experience serving Ultra High Net Worth (UHNW) or… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …accounting roles. Key Responsibilities: + Develop strategies for income tax returns of high net worth individuals within the firm and manage fiduciary ... firm located in the East Bay as a Senior Tax Analyst! Enjoy a flexible HYBRID schedule and a...a Big 10 firm + Background in serving Ultra High Net Worth (UHNW) or… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …leadership beyond traditional accounting roles. Key Responsibilities: + Develop strategies for income tax returns of high - net - worth individuals and ... equity firm in the East Bay as a Senior Tax Analyst. This role offers a flexible HYBRID schedule,...a Big 10 firm + Background in serving Ultra High Net Worth (UHNW) or… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …investable assets. This exciting opportunity allows you to gain valuable experience in high - net - worth services within an innovative and dynamic environment. ... issues, compliance, or consultations. + Familiarity with entity taxation and investing for high - net - worth clients. + Strong client service focus and… more
- Grant Thornton LLP (San Jose, CA)
- … tax technical areas to resolve issues + Experience in working with high - net - worth individuals, owners of closely held businesses, private companies and ... As the Partnership Tax Director, you'll lead the team's production of...we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your… more
- KPMG (San Jose, CA)
- …business, finance, or accounting + Strong technical skills in the following areas: High Net - Worth Individuals, Partnership and Multi-State Taxation Theory + ... prepared by staff members for accuracy and conformity with tax law and documentation standards + Manage high... tax law and documentation standards + Manage high volume client load with minimum supervision in addition… more
- Netflix (Los Gatos, CA)
- …but is not necessarily limited to, income taxes, franchise taxes, and net worth taxes. Organization and tracking of all tax calendar items and coordination ... change their plans at any time. The Role The Tax Operations team is looking for a State and...Ability to manage multiple projects and assignments with a high degree of autonomy while understanding the importance of… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships. Specific experience with tax and/or insurance planning is a plus. * ... develop comprehensive financial plans, provide strategic advice on investment, retirement, tax , risk, and estate planning, and oversee the implementation of curated… more
- Wheeler Accountants LLP (San Jose, CA)
- …range of clients from individuals and small businesses to CEOs of public companies, high net worth individuals and businesses with over 1,000 employees. ... operates and will participate in a variety of projects: tax returns, reviews, compilations, bookkeeping, and trust accounting. Applicants...all times About WHEELER WHEELER is a full service tax and accounting firm located in San Jose and… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …and other related parties to assigned accounts. Requirements * 10 + years of Private Client/ High Net Worth experience. * Series 65 license or commitment to ... financial planning including performing general research in areas of investments, income tax planning, estate planning, and impact of recent regulations. * Drive new… more
