- Robert Half Finance & Accounting (San Francisco, CA)
- …Our client is a private investment firm providing family office services and personalized wealth management , managing over $50 billion in assets. Enjoy a HYBRID ... and compliance services. + Collaborate across teams for integrated wealth planning. + Advise on various tax matters and leverage technology to enhance tax … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Our client, is a private investment firm, offers family office services and personalized wealth management , they manage over $50 billion in assets. Enjoy a ... planning and compliance services. + Collaborating cross-functionally for integrated wealth planning. + Advising on various tax ...integrated wealth planning. + Advising on various tax issues and using technology to improve tax… more
- JPMorgan Chase (San Francisco, CA)
- …also be a plus. As an Executive Director , Wealth Planner within JP Morgan Wealth Management , you will need a deep understanding of tax and trusts & ... for people as well as planning and for the wealth management industry overall, must demonstrate independent...transaction planning + Partner with field leadership and Practice Management to integrate estate and tax planning… more
- Morgan Stanley (Walnut Creek, CA)
- …assessments. All offers of employment are contingent on a background check. **Job:** ** Wealth Management * **Title:** *Financial Planning Director - Bay Area ... Morgan Stanley Wealth Management , a global leader, provides...investment strategy, retirement planning, income protection, asset protection, and tax strategies * Collaborate effectively with local management… 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, oral ... consultative and will also have great mentorship from the Director of the team and the CFO. This position...team has an excellent culture and tenure. Primary Responsibilities: Tax Planning + Working with advisors on strategies to… more
- KPMG (San Francisco, CA)
- **Business Title:** Director , Oracle Cloud Financials - State and Local **Requisition Number:** 112092 - 11 **Function:** Advisory **Area of Interest:** **State:** ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...a career in Advisory. KPMG is currently seeking a Director Oracle Cloud Financials in Enterprise Solutions for our… more
- Federal Emergency Management Agency (Oakland, CA)
- …if hired? In this position, you will serve as a Emergency Management Specialist (Response). Typical assignments include: Ensuring that guidance is focused on ... emergency response and complying with emergency management related directives, regulations, policies, laws, standards and guidance in order to provide response… more