- Creative Financial Staffing (Mountain View, CA)
- Tax Manager - High Net Worth Clients! As Tax Manager you'll use your tax knowledge by applying your technical skills to assigned projects under ... direct guidance from the Partner; The Tax Manager will gain an understanding of the client's...Review, manage/coach seniors and staff as well as prepare tax deliverables: multitasking preparation of work papers, input of… more
- Creative Financial Staffing (Mountain View, CA)
- …proper communication techniques Accurate and timely processing of personal bills for high - net - worth clientele. Reviewing recurring items and processing both ... or temporarily out of office. Special projects as needed. Coordinate with tax group and provide information as needed ACCOUNTABILITIES Maintain accurate books and… more
- KPMG (San Francisco, 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …family office experience + At least 4 years of accounting or operations experience. + Experience with high net worth tax and accounting is good to have, ... SF. This role manages financial reporting, bill payment, treasury management, tax compliance and planning, estate planning, residential and commercial property… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …education, and more. Requirements + Minimum 3+ years accounting/operations experience + Family Office or high net worth tax and accounting experience a ... be primarily responsible for supporting financial reporting, treasury management, tax compliance and planning, and residential and commercial property management… more
- KPMG (San Francisco, 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 (Berkeley, CA)
- …relationships, while collaborating with internal teams to manage High Net Worth (HNW) clients. Experience in tax or insurance planning is advantageous. . ... The role involves providing comprehensive financial planning services, managing High Net Worth and Ultra...objectives in areas such as Investment Management, Estate Planning, Tax Strategy, Risk Mitigation, and General Financial Planning. .… 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 (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 (Larkspur, CA)
- …in Larkspur, California. The job function involves handling tax -related tasks for high net worth individuals, corporations, partnerships, and trusts. The ... that! We are offering an exciting opportunity for a Tax Manager - Public in a CPA firm based...variety of clients, including corporations, partnerships, and individuals with high net worth . * Recognize… more
- Grant Thornton LLP (San Francisco, 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 Francisco, 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
- Moss Adams LLP (San Francisco, CA)
- … solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at Moss ... ** Tax Manager - Corporate Tax ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …individual tax returns; ideal candidates will have some experience working with ultra- high net worth clients and will have prepared investment ... out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
- Moss Adams LLP (San Francisco, CA)
- … solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at Moss ... ** Tax Senior** **Description** At Moss Adams, we champion...in client engagements by providing corporate, partnership and individual tax services; devise, plan and execute tax … more
- Moss Adams LLP (San Francisco, CA)
- … solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at Moss ... ** Tax Managing Director - Health Care** **Description** At...engagement team to the same standard. + Determine appropriate tax objectives, scope and methodology and actively participate in… more
- Moss Adams LLP (San Francisco, CA)
- … solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at Moss ... ** Tax Senior Manager - Private Client Services** **Description**...engagement team to the same standard. + Determine appropriate tax objectives, scope and methodology and actively participate in… more
- CIBC (San Francisco, CA)
- …**How you'll succeed** + Provide trust administration for an assigned group of high net worth accounts, including preparation of discretionary distribution ... Advisor or other internal resources, as appropriate. + Coordinate tax estimates, tax payments and relevant information...systems and MS Office. + Experience working directly with high net worth clients. +… more
