- Robert Half Finance & Accounting (Mountain View, CA)
- …via email or LinkedIn for additional information or questions. Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing They're ... and a clear career path to becoming a Lead Advisor . Enjoy bonuses and a lucrative Profit Sharing program....and analyze client financial information. + Develop financial plans, investment policies, and portfolio reports. + Implement and monitor… more
- Charles Schwab (San Francisco, CA)
- …and solutions, to both retail and registered investment advisor ( RIA ) clients. Within WAS, the **Senior Manager , Investment Offer Strategy** , ... helping us "challenge the status quo" and transform the finance industry together. Schwab's Wealth & Advice Solutions (WAS)...products, while growing a key revenue stream. The **Senior Manager , Investment Offer Strategy** will help advance… more
- Deloitte (San Jose, CA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... on May 31st 2026. Work you'll do: As a Manager , you will identify eligible federal C&I generating activities...for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a… more
- Deloitte (San Jose, CA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... on May 31st 2026. Work you'll do: As a Manager within the Sustainability: Gi3 practice, you will advise...45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- Description Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax ... for client and related entities) -Research technical tax issues (eg Tax Code, RIA ) and assist client service team in forming conclusions related to complex tax… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …career move. About the Role We are seeking an experienced Accounting/Tax Manager to support a sophisticated family office environment. This role oversees ... comprehensive accounting, reporting, investment , compliance, and tax activities across multiple entities. The...Compliance & Risk Management + Ensure compliance with SEC, RIA , and federal/state/local requirements. + Oversee tax filings, payments,… more
- BlackRock (San Francisco, CA)
- …in asset management sales + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written ... identify, develop, and own client relationships. As the world's largest asset manager , BlackRock has product and solution offerings for almost any investor's needs.… more