• Tax Planning and Advisory

    Robert Half Finance & Accounting (San Francisco, CA)
    …component. Cherry on-top, the team has an excellent culture and tenure. Primary Responsibilities: Tax Planning + Working with advisors on strategies to minimize ... extensions for individual, partnership and fiduciary returns for the family office + Review income tax returns...'s wealth, including insurance and asset protection strategies. Estate Planning + Preparing for the transfer of wealth across… more
    Robert Half Finance & Accounting (06/08/24)
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  • Sr. Manager, Wealth Advisor- Schwab Wealth…

    Charles Schwab (San Francisco, CA)
    …the finance industry together._** Schwab's Investor Advice Solutions consists of Schwab Wealth Advisory , Centralized Service & Operations and the Tax , Trust, and ... Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and… more
    Charles Schwab (07/04/24)
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  • Tax Manager - Investment Management…

    Deloitte (San Francisco, CA)
    …and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax ... objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities...3 days per week + 5+ years' experience providing tax planning services or preparing and reviewing… more
    Deloitte (06/16/24)
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  • Tax Senior - Investment Management…

    Deloitte (San Francisco, CA)
    …LLP and sector-specific trainings. + Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the ... objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities...3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
    Deloitte (05/09/24)
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  • Senior Associate, Business Tax Services…

    KPMG (San Francisco, CA)
    … Services (https:// tax .kpmg.us/content/ tax /en/index.html) practice. Responsibilities: + Provide tax compliance and advisory services to owners and senior ... + Prepare complex individual income, gift, trust and estate tax returns for ultra-high net-worth individuals and Family... tax and/or gift tax , estate tax and trust taxation; multi-generational estate planning more
    KPMG (06/04/24)
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  • Senior Global Tax Manager

    Stanford University (Stanford, CA)
    …in the university's global tax strategy, including implementation, compliance, documentation, planning , advisory , and audit defense. The Senior Global Tax ... Senior Global Tax Manager **Business Affairs: Financial Management Services (FMS),.... We provide superb retirement plans, generous time-off, and family care resources. + **A healthier you** . Climb… more
    Stanford University (06/05/24)
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  • Director, Transfer Pricing

    Microsoft Corporation (San Francisco, CA)
    …and Transfer Pricing 2) Customs, Tax Process & Innovation, 3) Corporate Tax Planning & Controversies, Indirect Tax & Global Business Initiatives ... Tax & Customs Department is responsible for Worldwide Tax & Customs Reporting, Compliance, and Planning ,...years tax compliance, tax accounting, tax audit management or tax advisory more
    Microsoft Corporation (06/19/24)
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  • Director, Oracle Cloud Financials

    KPMG (San Francisco, CA)
    …and directors to help identify Oracle Cloud project opportunities with existing KPMG Advisory , Tax , and Audit clients + Support new business opportunities and ... Oracle Cloud Financials **Requisition Number:** 112710 - 11 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San Francisco **Description:**… more
    KPMG (06/01/24)
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  • Senior Associate, Account Operations

    KPMG (San Jose, CA)
    …for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our ... Associate, Account Operations **Requisition Number:** 112465 - 12 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San Jose **Description:**… more
    KPMG (06/14/24)
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  • Manager, Price Strategy

    KPMG (San Francisco, CA)
    …for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our ... the following consulting areas: service pricing strategy development, scenario planning , CRM or CPQ implementation support, operational and performance improvement,… more
    KPMG (06/28/24)
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  • Director, Hub Marketing

    KPMG (San Francisco, CA)
    …for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our ... marketing initiatives, strategic portfolio and client relationship management, marketing planning and performance management + Analytical skills and business acumen… more
    KPMG (06/28/24)
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  • Senior Director, Finance & Accounting

    KPMG (San Francisco, CA)
    …for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our ... innovation Qualifications: + Minimum fifteen years of recent, progressive financial planning and analysis experience; preferably within a professional services firm… more
    KPMG (06/26/24)
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