• 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 (01/01/25)
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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 (12/14/24)
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