- Deloitte (San Francisco, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (San Francisco, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... Services Tax-Exempt practice! What You'll Do As a Tax Senior within the Tax-Exempt practice, you will spend at...serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center… 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, ... basis Risk Management + Identifying and managing risks to the family's wealth , including insurance and asset protection strategies. Estate Planning + Preparing for… more