- Creative Financial Staffing (Mountain View, CA)
- …communication techniques Accurate and timely processing of personal bills for high - net -worth clientele. Reviewing recurring items and processing both routine ... for in-house review of client disbursements and updating disbursement reports Alerting Director or Manager to possible leads for cross-selling and for client asset… more
- KPMG (San Jose, CA)
- …finance, or accounting + Strong technical skills in the following areas: High Net -Worth Individuals, Partnership and Multi-State Taxation Theory + Excellent ... **Business Title:** Associate Director , Tax Accounting **Requisition Number:** 112648...prepared by staff members for accuracy and conformity with tax law and documentation standards + Manage high… more
- Moss Adams LLP (Walnut Creek, CA)
- …solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at Moss ... ** Tax Managing Director - Health Care** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who… more
- Moss Adams LLP (Walnut Creek, CA)
- ** Tax Director - Health Care** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about ... solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at Moss… more
- Grant Thornton LLP (San Jose, CA)
- As the Partnership Tax Director , you'll lead the team's production of primary and secondary reviews of complex tax returns and provide tax consulting ... to help you excel. You'll collaborate with the Partnership Tax leadership team and make recommendations on return preparation...areas to resolve issues + Experience in working with high - net -worth individuals, owners of closely held businesses,… more
