Fiduciary Jobs in California
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Search Results - Fiduciary Jobs in California
CyberCoders-San Jose
calculations, for fiduciary returns
• Review financial statements and perform accounting and adjusting entries, bank reconciliations, and client books and records
• Review complex tax planning projections for individual and corporate estimated tax liability...
mindmatch.ai -
Wilshire Advisors LLC-Santa Monica (CA)
of laws and regulations related to investment management and advisory services provided to retirement plans, corporate and government pensions, foundations, and endowments. Experience advising on ERISA fiduciary considerations and prohibited transactions...
resume-library.com -
CyberCoders-San Diego
calculations, for fiduciary returns
• Review financial statements and perform accounting and adjusting entries, bank reconciliations, and client books and records
• Review complex tax planning projections for individual and corporate estimated tax liability...
mindmatch.ai -
Direct Counsel, LLC-Los Angeles
from a top-tier law school. The ideal candidate will possess a deep understanding of probate law, trust disputes, and fiduciary litigation. This role offers an excellent opportunity for a motivated attorney to contribute to high-stakes cases and work...
resume-library.com -
Lexitas Legal Talent Outsourcing-Irvine
are flexible. Rate is $40/hr.
The attorney will draft and mark up various forms and “how-to” type practical guidance for a wide range of trusts & estates topics, with a focus on probate, fiduciary litigation, guardianships and other contested T&E matters...
mindmatch.ai -
Jameson Legal-San Francisco
structuring compensation and benefits programs, managing data governance and ethics, and transitioning from private to public.
3. Boards of directors on satisfying their fiduciary duties in connection with critical, high-profile issues and oversight...
appcast.io -
Lexitas Legal Talent Outsourcing-San Jose
are flexible. Rate is $40/hr.
The attorney will draft and mark up various forms and “how-to” type practical guidance for a wide range of trusts & estates topics, with a focus on probate, fiduciary litigation, guardianships and other contested T&E matters...
mindmatch.ai -
Robert Half-Palo Alto (CA)
in start-ups during their initial stages.
Key Responsibilities:
• Reviewing income tax returns for various individual, partnership, and fiduciary returns for the family office.
• Managing client relationships.
• Planning for and reviewing quarterly income...
roberthalf.com -
Ramsbacher Prokey Leonard LLP-Modesto
distribution
Coordinate asset valuation, document preparation, and asset allocation/distribution
Review and prepare estate and gift tax returns
Review and prepare of fiduciary accountings
Organize and maintain files
Draft petitions, orders, and other...
resume-library.com -
Robert Half-Oakland
DescriptionRobert Half is in search for a Non-Profit CFO. Reporting to and partnering with the CEO, the CFO will play a critical role in developing financial plans, overseeing all fiscal and fiduciary responsibilities for the organization and it’s...
Pure Financial Advisors, LLC-Irvine
Financial Analyst (CFA®), or to have at least five years of financial planning experience. Within one year of hire, we require that financial planners attain the Accredited Investment Fiduciary (AIF®) credential to show a commitment to the fiduciary standard...
mindmatch.ai -
Regal Executive Search-San Jose
of individual, corporate, partnership, fiduciary, and gift tax returns
4. Quarterly tax planning for both individuals and businesses
5. Delegating and reviewing Business Property Statement Returns
6. Other miscellaneous client projects
Candidates must...
appcast.io -
Eleos Inc-Novato
Preparation of documents and forms including allocation agreements, sales agreements, pleadings, affidavits, deeds, promissory notes and letters of instruction to financial institutions. Excellent with numbers.
• Facilitates preparation of fiduciary...
resume-library.com -
Mercer Advisors-Walnut Creek (CA)
with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.When you join our team, you will find that it is different from what...
TEAM Risk Management Strategies-San Diego
for sourcing, selling and closing new business in TEAM’s small to mid-market fiduciary markets (regional banks, community banks, private fiduciaries and lawyers).
What you’ll do:
Drive new revenue for TEAM by closing new business for TEAM’s Core service...
resume-library.com -
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