Tax Advisor Jobs in Oakland
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Vanguard-Oakland
About Vanguard Personalized Indexing (VPI)
Vanguard is helping more financial advisors use the precision of Vanguard Personalized Indexing (VPI), our proprietary direct indexing SMA solution, to deliver on their clients’ increasingly sophisticated...
Primergy Solar Management LLC-Oakland
to gather inputs for these models. In addition to internal responsibilities, this role requires close collaboration with the Quinbrook team and our external advisors. The successful candidate must have experience and a comprehensive understanding...
trinethire.com -
Community Bank of the Bay-Oakland
to clientele while serving as a trusted advisor. Underwrites, structures, and closes commercial loans that meet established lending requirements and maximizes profitability to the Bank with minimal risk. The SVP, Relationship Manager executes a disciplined...
resume-library.com -
MidPen Housing Corporation-Oakland
and advise on financial feasibilityFrame and advance our work by identifying key trends or emerging issuesMaintain standard MidPen proforma, including periodic updates as financing regulations are changeCapital Markets LeadDevelop and sustain existing and new...
Cresset-San Francisco, 11 mi from Oakland
billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top RIA firm.
Job Description
Cresset is seeking an individual for tax advisory, preparation, planning, and review...
mindmatch.ai -
Mercer Advisors-Walnut Creek (CA), 10 mi from Oakland
Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach...
RSM US LLP-San Francisco, 11 mi from Oakland
there’s nowhere like RSM.
Our national Mergers and Acquisitions (M&A) Tax group is an advisory practice with significant advancement opportunities. We advise private equity firms, family offices, privately held companies and multinational corporations...
mindmatch.ai -
Robert Half-Berkeley, 8 mi from Oakland
DescriptionJeff Abrams is partnering with a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay Area, California. The role involves providing comprehensive financial planning services, managing High Net Worth and Ultra High...
RSM US LLP-San Francisco, 11 mi from Oakland
there’s nowhere like RSM.
Our national Mergers and Acquisitions (M&A) Tax group is an advisory practice with significant advancement opportunities. We advise private equity firms, family offices, privately held companies and multinational corporations...
mindmatch.ai -
Cornmarket-Dublin (CA), 16 mi from Oakland
home, health and life insurance, to income protection, retirement planning and beyond.
Role Purpose
Cornmarket’s Tax Advisors are part of a team that provides tax advice and processes tax returns for clients. As a Tax Advisor, you will be responsible...
hirehive.com -
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