- KPMG (San Francisco, CA)
- **Business Title:** Tax Manager , Asset Management **Requisition Number:** 112415 - 11 **Function:** Tax Services **Area of Interest:** **State:** CA ... for as a firm KPMG is currently seeking a Manager to join our Business Tax Services...seeking a Manager to join our Business Tax Services (https:// tax .kpmg.us/content/ tax /en/index.html) practice. Responsibilities:… more
- KPMG (San Francisco, CA)
- **Business Title:** Senior Manager , State Income Tax - Asset Management **Requisition Number:** 111195 - 11 **Function:** Tax Services **Area of ... as a firm KPMG is currently seeking a Senior Manager to join our State and Local Tax...on multi-state tax issues specific to the asset management industry + Bachelor's degree from… more
- Deloitte (San Francisco, CA)
- …to keep you intrigued well beyond the tax code! Work you'll do As a Tax Manager in the FTS-DART group, you will provide tax consulting and compliance ... to help identify tax planning considerations, potential tax risks related to Client's fixed asset ...Licensed attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred:… more
- KPMG (San Francisco, CA)
- **Business Title:** Senior Manager , Asset Management **Requisition Number:** 112148 - 11 **Function:** Tax Services **Area of Interest:** **State:** CA ... as a firm KPMG is currently seeking a Senior Manager to join our Business Tax Services...a Senior Manager to join our Business Tax Services (https:// tax .kpmg.us/content/ tax /en/index.html) practice. Responsibilities:… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …fund activities, fostering professional development and recognition. Key Responsibilities of the Senior Tax Manager : + Assist the VP of Finance in overseeing the ... + Provide support to the Director of Finance - Management Company in tax -related matters. + Review...degree and CPA license required + Experience focused on asset management funds + Hungry, intelligent, humble… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …of fund activities, fostering professional growth and recognition. Some Responsibilities of the Senior Tax Manager Include: + Support VP of Finance in managing ... including 704(b) basis. + Support Director of Finance - Management Company in tax -related matters. + Review...degree and CPA license required + Experience focused on asset management funds + Hungry, intelligent, humble… more
- Deloitte (San Francisco, CA)
- …& entertainment, energy, retail, and financial services that frequently involve asset management , venture capital, and international outbound joint ventures. ... Tired of Tax Compliance and Busy Season? You've earned your...to keep you buzzing! Work You'll Do: As a Manager on our Partnership Solutions Group, Operational Partnership Services… more
- Robert Half Finance & Accounting (Orinda, CA)
- …my Linkedin under Charlie O'Brien and email me your resume Our client is an asset management firm that invests in consumer products. They are looking to close ... skills. + Enjoys being hands on and inquisitive. + Work directly with the Tax Manager and Director. + Bachelor degree in Accounting or related. A CPA is a… more
- BRIDGE Housing Corporation (San Francisco, CA)
- …and escalating significant issues to the Asset Manager /Senior Asset Manager + Attend weekly asset management calls to discuss priorities, learn ... leading affordable housing development partner. Summary The Analyst - Asset Management will be an integral part...by BRIDGE Housing. This role will support the Lead Asset Manager in various tasks related to… more
- BRIDGE Housing Corporation (San Francisco, CA)
- Summary The Director of Asset Management (DAM) is responsible for maintaining BRIDGE's high quality assets, and for implementing BRIDGE's strategies within the ... Asset Management department. This person reports to... credits) capital accounts through annual analysis and exit tax projections Relationship Management + Establishes and… more
- SunPower (Richmond, CA)
- …of Role:** We are seeking to hire an individual to join SunPower's financial asset management team. The team is responsible for managing the SunStrong joint ... under the financing agreements. This position will report to the Director of Asset Management and will coordinate regularly with other internal departments such… more
- KPMG (San Francisco, CA)
- …+ Minimum two years of partnership tax experience with an accounting firm, asset manager and/or law firm + Bachelor's degree, JD, LL.M. in taxation and/or ... **Business Title:** Senior Associate, Asset Management - Real Estate **Requisition...- Real Estate **Requisition Number:** 108499 - 11 **Function:** Tax Services **Area of Interest:** **State:** CA **City:** San… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …activity rules, and basis limitations a plus + Proficiency using CCH Axcess or ProSystems fx Tax , CCH Workpaper Manager , and BNA Income Tax Planner a plus + ... out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will...Assisting with special projects on an as-needed basis Risk Management + Identifying and managing risks to the family's… more
- BRIDGE Housing Corporation (San Francisco, CA)
- Summary The Senior Asset Manager (SAM) is responsible for a portfolio of approximately 30-35 properties and serves as the primary contact for the portfolio's ... Responsibilities General + Take the lead on creating and maintaining comprehensive asset management /strategy plans for each property in assigned portfolio +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …calculations, and General Ledger reviews for accurate income/expense coding. + Coordinate with Asset Management for regular loan draws for Capex projects. + ... differences. Key Responsibilities: + Work with Operations and Property Management to create property-level accounting processes and procedures. + Reconcile… more
- JPMorgan Chase (San Francisco, CA)
- …Planner within JP Morgan Wealth Management , you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in ... and pre-liquidity transaction planning + Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based… more
- WESCO (Fremont, CA)
- As the Senior Accounting Manager , you will work with minimal oversight reporting to a multi-regional leader, oversee a team responsible for managing various ... entities, including ledger maintenance, accounts payable, accounts receivable, revenue and asset accounting, as well as associated analysis and reporting. You will… more
- JPMorgan Chase (San Francisco, CA)
- …of and experience in delivering all aspects of financial planning, including asset and liability management , asset allocation, diversification, basic ... trusts & estates, basic individual tax rules (both transfer and income taxes), insurance, long-term...and estate planning, retirement, educational, and philanthropic planning, risk management , and asset allocation. + Structure and… more
- BlackRock (San Francisco, CA)
- …holder designation or advanced degree a plus. + 3+ years trading or portfolio management experience with tax exempt municipal bonds. + Strong technical skills ... role and impact** You will be a member of the Municipal Index Portfolio Management team, managing a suite of Municipal ETFs and mutual funds, including National,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …reviewing the General Ledger for correct coding of income/expenses. + Collaborate with Asset Management on regular loan draws for capital expenditure projects. + ... Join a thriving real estate investment firm distinguished by its hands-on management style, high-tech prowess, and focus on ESG applications. Our client, a… more