- Bank of America (Palo Alto, CA)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor- Consumer Investments- Greater Bay Region...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Bank of America (Palo Alto, CA)
- …business-related field. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - Palo Alto Market -...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Bank of America (Palo Alto, CA)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as MST, MAcc, LLM, ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal tax compliance, tax analysis,… more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and… more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... JD, and/or LLM + Previous Big 4 or large CPA firm experience + Experience with US clients and a basic understanding of US tax + Demonstrated effective verbal and written communication skills + Demonstrated research skills + Self-starter and demonstrated… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Proven ability to grow and manage a book of ... business, and a solid reputation as a subject matter expert within federal tax + Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Certified Financial Planner (CFP) + GRI Preferred: + Advanced degree such as ... MST, MAcc, LLM, or JD, or related field + Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities + Demonstrated ability to collaborate and proactively develop internal and external working relationships +… more
- Stanford University (Stanford, CA)
- Events Planner 2 **Hoover Institution, Stanford, California, United States** Marketing Post Date Nov 05, 2024 Requisition # 105066 The Hoover Institution at Stanford ... University is seeking qualified candidates for the full-time position of Events Planner . To ensure your application information is captured in our official files for… more
- CBRE (Menlo Park, CA)
- Maintenance Planner - onsite Job ID 188472 Posted 17-Oct-2024 Service line GWS Segment Role type Full-time Areas of Interest Building Management, Facilities ... large groups of employees. + Requires basic knowledge of financial terms and principles. Ability to calculate simple figures...training, and experience. The minimum salary for the Maintenance Planner position is $34.00 per hour and the maximum… more
- Bio-Techne (Newark, CA)
- …benefits. **Position Description:** We seek a highly motivated and energetic Production Planner to join our Operations team. A qualified candidate must be willing ... growing environment. We are seeking a detail oriented and organized Production Planner to achieve our inventory and production goals. **Key Responsibilities:** +… more
- Netflix (Los Gatos, CA)
- …into the future. The Open Connect Capacity Planning Group is hiring a Capacity Planner to focus on demand and capacity planning Key tasks include: + Translating ... SQL, Tableau (or other Business intelligence software) + Strong background using financial analysis for multi variable decision making + Background in statistical… more
- Abbott (Pleasanton, CA)
- …Business Planning processes, support and alignment of Operations, Commercial and Finance financial plans and strategies as part of the Division Integrated Business ... (IBP). Work with senior level personnel to ensure the alignment of the financial and operational plans and strategies of the Operations, Commercial and Finance… more
- Kimley-Horn (San Jose, CA)
- …personal leave, flexible scheduling, floating holidays, and half-day Fridays. + Financial Wellness: Student loan matching in our 401(k), and performance-based ... resources. Share this job with a friend (https://careers-kimley-horn.icims.com/jobs/11957/environmental- planner project-manager-%28san-jose%2c-ca%29/job?mode=apply&apply=yes&in\_iframe=1&hashed=-1834442239) Share on social media _Applications… more
- Deloitte (San Jose, CA)
- …a leader in professional services specializing in audit, tax, consulting, and financial advisory services, with clients in over 20 industries, is seeking an ... and technology advisory services that shape the landscape of our clients' financial success. + Client Engagement: Play a central role in client communication,… more
- Deloitte (San Jose, CA)
- …in the United States specializing in audit , tax , consulting , and financial advisory services with clients in more than 20 industries. We provide powerful business ... (ie Cash management, Transaction manager, In-house cash, Risk analyzers, Liquidity planner , Hedge management and accounting, SWIFT integration, BCM, integration with… more