- Robert Half Finance & Accounting (San Francisco, CA)
- …Our client, is a private investment firm, offers family office services and personalized wealth management , they manage over $50 billion in assets. Enjoy a ... planning and compliance services. + Collaborating cross-functionally for integrated wealth planning. + Advising on various tax ...integrated wealth planning. + Advising on various tax issues and using technology to improve tax… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a prestigious private investment firm, specializes in family office services and personalized wealth management , overseeing over $50 billion in assets. Embrace a ... tax experience, particularly with federal and state partnership tax returns. + In-depth knowledge of family wealth... tax returns. + In-depth knowledge of family wealth planning and equity compensation models. + Excellent research… more
- JPMorgan Chase (San Francisco, CA)
- …also be a plus. As an Executive Director , Wealth Planner within JP Morgan Wealth Management , you will need a deep understanding of tax and trusts & ... for people as well as planning and for the wealth management industry overall, must demonstrate independent...transaction planning + Partner with field leadership and Practice Management to integrate estate and tax planning… more
- Morgan Stanley (Walnut Creek, CA)
- …long-term incentive packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *Financial Planning Director - ... Morgan Stanley Wealth Management , a global leader, provides...investment strategy, retirement planning, income protection, asset protection, and tax strategies * Collaborate effectively with local management… 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, oral ... consultative and will also have great mentorship from the Director of the team and the CFO. This position...team has an excellent culture and tenure. Primary Responsibilities: Tax Planning + Working with advisors on strategies to… more
- KPMG (San Francisco, CA)
- **Business Title:** Director , Oracle Cloud Financials - State and Local **Requisition Number:** 112092 - 11 **Function:** Advisory **Area of Interest:** **State:** ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...a career in Advisory. KPMG is currently seeking a Director Oracle Cloud Financials in Enterprise Solutions for our… more
- BlackRock (San Francisco, CA)
- …investment solutions that are aligned with family office priorities. From preserving wealth to maintaining cash flow to outperforming public markets, the family ... for the long term and their commitment to risk management helps family offices to maintain and grow their...+ Fluency in discussion of UHNW related issues, including tax efficiency, trust structures, etc. + Strong communication skills;… more