- Deloitte (Costa Mesa, CA)
- …answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Manager in our ... Private Wealth Tax practice, you will perform...specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business… more
- Grant Thornton LLP (Newport Beach, CA)
- As the Private Wealth Services Tax Director, you'll lead the team's production of primary and secondary reviews of complex tax returns and provide income, ... support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make...years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in… more
- US Bank (Beverly Hills, CA)
- …is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all ... areas of Wealth Management. This position requires National Mortgage Licensing System...role offers a hybrid/flexible schedule, which means there's an in- office expectation of 3 or more days per week… more
- Citigroup (Fullerton, CA)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and ... high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Citigroup (Downey, CA)
- …policies and procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...with strong attention to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan… more
- Cherry Bekaert (Los Angeles, CA)
- …personal compliance and business tax planning services to partnerships, heads of families, family businesses, private equity fund owners, as well as high net ... providing services associated with owning, managing, and preserving businesses and wealth , including asset protection, family government services, estate and… more
- University of Southern California (Los Angeles, CA)
- …California (USC), founded in 1880, is in the heart of downtown LA and is the largest private employer in the city of Los Angeles. As an employee of USC, you will be ... world-class research university and a member of the "Trojan Family ," which comprises the faculty, students, and staff that...of an on-site presence in our downtown Los Angeles office (USC Tower). Responsibilities + Serve as a research… more
- University of Southern California (Los Angeles, CA)
- …California (USC), founded in 1880, is in the heart of downtown LA and is the largest private employer in the city of Los Angeles. As an employee of USC, you will be ... world-class research university and a member of the "Trojan Family ," which comprises the faculty, students, and staff that...expectation of on-site presence in our downtown Los Angeles office (USC Tower). Responsibilities + Serve as the point… more
- University of Southern California (Los Angeles, CA)
- …LPs, eg, pension funds, endowments, foundations, sovereign wealth funds; and family offices, eg, private firms that manage the finances of wealthy ... E. Mann Institute, Investment DirectorApply (https://usc.wd5.myworkdayjobs.com/ExternalUSCCareers/job/Los-Angeles-CA University-Park-Campus/Alfred-E-Mann-Institute--Investment-Director\_REQ20150298/apply) Office of Research Los Angeles, California USC… more
- University of Southern California (Los Angeles, CA)
- …California (USC), founded in 1880, is in the heart of downtown LA and is the largest private employer in the city of Los Angeles. As an employee of USC, you will be ... a part of a world-class research university and a member of the "Trojan Family ," which comprises the faculty, students, and staff that make the university a prime… more
- KPMG (Los Angeles, CA)
- …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading ... purchase price allocations, goodwill impairment measurement, international restructurings and private -company fairness opinions + Research, analyze and communicate the… more
- University of Southern California (Los Angeles, CA)
- …(USC), founded in 1880, is located in the heart of downtown LA and is the largest private employer in the City of Los Angeles. As an employee of USC, you will be a ... world-class research university and a member of the "Trojan Family ," which is comprised of the faculty, students and...that make the university what it is. University Advancement's Office of Gift Planning is seeking aDirector of Gift… more
- US Bank (Torrance, CA)
- …Impact Finance Group address the US Bank's commitment to close the racial wealth gap through its signature Access Commitment Initiative. The intended goal is to ... in BIPOC-led customers. These sources may include CDFIs, MDIs, credit unions, private equity funds, venture capital funds, or philanthropic dollars. EACM will… more