- KPMG (San Francisco, CA)
- **Business Title:** Tax Manager or Senior Manager , Asset Management **Requisition Number:** 115245 - 11 **Function:** Tax Services **Area of ... services industry supporting alternative investments (investment partnerships); previous experience as a tax manager with a public accounting firm + Bachelor's… more
- KPMG (San Francisco, CA)
- **Business Title:** Senior Manager , State Income Tax - Asset Management **Requisition Number:** 111195 - 11 **Function:** Tax Services **Area of ... as a firm KPMG is currently seeking a Senior Manager to join our State and Local Tax...on multi-state tax issues specific to the asset management industry + Bachelor's degree from… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …LinkedIn or Email for fastest consideration for this opportunity. Our client, a prominent asset management firm founded in San Francisco, ranks among the largest ... Complete annual business property reports. + Address information requests from various tax authorities. + Manage fixed asset registers and depreciation schedules… more
- KPMG (San Francisco, CA)
- **Business Title:** Tax Senior Associate, Asset Management - Real Estate **Requisition Number:** 113346 - 11 **Function:** Tax Services **Area of ... two years of partnership tax experience with an accounting firm, asset manager and/or law firm + Bachelor's degree, JD, LL.M. in taxation and/or Master's… more
- Deloitte (San Francisco, CA)
- …to keep you intrigued well beyond the tax code! Work you'll do As a Tax Manager in the FTS-DART group, you will provide tax consulting and compliance ... to help identify tax planning considerations, potential tax risks related to Client's fixed asset ...Licensed attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred:… more
- Deloitte (San Francisco, CA)
- …effective data management and a knowledge of financial products and tax principles. Through a combination of tools developed by Deloitte's Securitization and ... dependency status, monitor risks and issues to escalate, and execute day-to-day management activities. You'll oversee asset -level diligence and analysis on debt… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …fund activities, fostering professional development and recognition. Key Responsibilities of the Senior Tax Manager : + Assist the VP of Finance in overseeing the ... + Provide support to the Director of Finance - Management Company in tax -related matters. + Review...degree and CPA license required + Experience focused on asset management funds + Hungry, intelligent, humble… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …fund operations, promoting professional growth and recognition. Key Responsibilities of the Senior Tax Manager : + Collaborate with the VP of Finance to oversee ... + Provide assistance to the Director of Finance - Management Company on tax -related matters. + Review...degree and CPA license required + Experience focused on asset management funds + Hungry, intelligent, humble… more
- Deloitte (San Francisco, CA)
- …& entertainment, energy, retail, and financial services that frequently involve asset management , venture capital, and international outbound joint ventures. ... Tired of Tax Compliance and Busy Season? You've earned your...to keep you buzzing! Work You'll Do: As a Manager on our Partnership Solutions Group, Operational Partnership Services… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …experience + Bachelor's degree and CPA license required + Experience focused on asset management funds + Hungry, intelligent, humble with no ego; analytical ... including 704(b) basis. + Support the Director of Finance - Management Company with tax -related matters. + Review quarterly tax estimates and year-end… more
- BRIDGE Housing Corporation (San Francisco, CA)
- Summary The Senior Asset Manager (SAM) is responsible for a portfolio of approximately 30-35 properties and serves as the primary contact for the portfolio's ... Responsibilities General + Take the lead on creating and maintaining comprehensive asset management /strategy plans for each property in assigned portfolio +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …organized with meticulous attention to detail. + Familiarity with CCH Axcess or ProSystems fx Tax , CCH Workpaper Manager , and BNA Income Tax Planner is ... for many long-term team members. Responsibilities of a senior tax accountant entail: + Prepare income tax ...the venture capital industry and investments is a desirable asset . Please contact Michelle Espejo via LinkedIn or email… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …via LinkedIn or Email for fastest consideration for this opportunity. Our client, a renowned asset management firm in San Francisco, stands as one of the world's ... and managing fund data. + Support fund administration tasks, including expense management , financial reporting, regulatory compliance, and tax administration. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …activity rules, and basis limitations a plus + Proficiency using CCH Axcess or ProSystems fx Tax , CCH Workpaper Manager , and BNA Income Tax Planner a plus + ... out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will...Assisting with special projects on an as-needed basis Risk Management + Identifying and managing risks to the family's… more
- JPMorgan Chase (San Francisco, CA)
- …Planner within JP Morgan Wealth Management , you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in ... and pre-liquidity transaction planning + Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based… more
- BlackRock (San Francisco, CA)
- …Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax , values-alignment, or investment exposures across direct indexing, fixed income, ... active equity, and multi- asset . We deliver world-class service to all of our...and foundations. We are looking for a Client Relationship Manager to help establish and deepen long-term relationships, primarily… more
- BlackRock (San Francisco, CA)
- …and foundations. **About this Role:** We are looking for a personable Analyst Portfolio Manager (APM) to join our Portfolio Management team. The APM will be ... Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax , values-alignment, or investment exposures across direct indexing, fixed income,… more
- Moss Adams LLP (San Francisco, CA)
- **Cost Segregation Senior Manager ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about ... interesting business challenges. **Introduction to the team** Within TSG, the Tangible Asset Incentive Services team helps clients manage tangible assets in a way… more
- BlackRock (San Francisco, CA)
- …holder designation or advanced degree a plus. + 3+ years trading or portfolio management experience with tax exempt municipal bonds. + Strong technical skills ... role and impact** You will be a member of the Municipal Index Portfolio Management team, managing a suite of Municipal ETFs and mutual funds, including National,… more
- Robert Half Finance & Accounting (San Leandro, CA)
- Description Robert Half is in search for ac Accounting Manager in the Construction Industry. The Accounting Manager is responsible for managing all accounting ... payroll, financial reporting, month-end close process, and general ledger management . The role also involves preparing account reconciliations and analyses,… more