- HSBC (San Francisco, CA)
- …planning, preimmigration and expatriation planning, philanthropy and family governance topics As our Senior Wealth Planner you will: + Commitment to ... Excellence. The Senior Wealth Planner must be both a technician and also have very strong client and business acumen. Deep technical expertise in trust, tax… more
- Deloitte (San Francisco, CA)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%,… more
- BMO Financial Group (San Francisco, CA)
- …provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding ... issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions… more
- Deloitte (San Francisco, CA)
- …Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Senior within the Tax-Exempt practice, you will spend at least half (potentially 100%) ... dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in… 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, ... Management + Identifying and managing risks to the family's wealth , including insurance and asset protection strategies. Estate Planning...fx Tax, CCH Workpaper Manager, and BNA Income Tax Planner a plus + Competency with Adobe and MS… more
- Atria Wealth Solutions (San Francisco, CA)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to ... industry, preferably in a bank or credit union + Certified Financial Planner (CFP) designation preferred EOE **Representatives are employed by and registered through… more