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estate planning in San Francisco Bay Area

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  1. Inside Sales Agent at Veritas Investments Inc

    Sales, Customer Service, Real Estate:. CA Real Estate License is preferred; Is a premier fast growing private real estate investment and operating company....

  2. Tax Senior Associate at Kenneth Frank Accountancy, APC

    Complex tax returns, manufacturing, real estate & individual planning. We serve a very high-end clientele in real estate, manufacturing/light industry,...

  3. San Francisco Seasonal Tax Senior Associate at PRICE WATERHOUSE COOPERS

    We assist businesses, individuals, and organizations with tax strategy, planning, and compliance, while also delivering a wide range of business advisory...

  4. Tax Manager at Kenneth Frank Accountancy, APC

    Complex tax returns, manufacturing, real estate & individual planning. We serve a very high-end clientele in real estate, manufacturing/light industry,...

  5. Business Management Controller at Guzik Technical Enterprises

    Coordinate with other advisors including bankers, investment advisors, real estate brokers, tax advisors, estate planning experts and attorneys to ensure timely...

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    1. Analytics Consultant 4 Allocations

      Job Title:Analytics Consultant 4-AllocationsJob ID Number:5209158-1Location:San Francisco,CAJob Description:Job Description You’ve got the passion. You’ve got the skills. Now you just need the right opportunity. At Wells Fargo, you’ll have the chance to join a team of smart and talented people who share the same values. Our diverse lines of business offer a world of opportunity to expand your ...

    1. Regional Stewardship Representative - Southwest (Dallas, TX) at Moody Bible Institute

      Maintain a working knowledge of fundraising best practices, including gift and estate planning. Broad knowledge of tax laws that impact charitable giving,...

    1. Community Development Rep 3

      Job Title:Community Development Rep 3Job ID Number:5209042-3Location:Pleasanton,CAJob Description:Job Description Let’s talk about building a rewarding career You have a proven track record of success but you’re looking for more. More responsibility. More challenges. At Wells Fargo you’ll find that opportunity. You’ll join a team of people who are intelligent, talented and share your values. ...

    1. Retail Vice President at talentRISE

      Program management, financial planning and management. Significant experience (10 years) of running large retail estate i.e. upto 500 stores, accompanied by a...

    1. Community Development Rep 3

      Job Title:Community Development Rep 3Job ID Number:5209042-2Location:Redwood City,CAJob Description:Job Description Let’s talk about building a rewarding career You have a proven track record of success but you’re looking for more. More responsibility. More challenges. At Wells Fargo you’ll find that opportunity. You’ll join a team of people who are intelligent, talented and share your ...

    1. Advisory Services Senior - Financial Services Office - Performance Improvement - Operations Improvement Wealth Asset Management at EY

      Program/project management and implementation planning (PMO). Hedge funds, private equity, real estate and asset servicing....

    1. Are you tired of changes in the job market today?

      Are Your Sales Down?Security System Sales, Wireless Phone Sales, Pharmaceuticals, Life & Health Insurance Sales, Auto Sales, Mortgage Loans, Real Estate?· Has your compensation plans changed?· Are your sales down due to economy?· Does Corporate America have the rug pulled out from under you? Get out before the hole is too deep! We are not miracle workers and we definitely cannot resurrect the ...

    1. Intern, Community Planning & Design at Regional Plan Association (RPA)

      Researching existing real estate uses throughout New York on a neighborhood level. Candidates should be recent graduates or current students in a Master’s...

    1. Are your sales down because you have no clients?

      Are Your Sales Down?Security System Sales, Wireless Phone Sales, Pharmaceuticals, Life & Health Insurance Sales, Auto Sales, Mortgage Loans, Real Estate?· Has your compensation plans changed?· Are your sales down due to economy?· Does Corporate America have the rug pulled out from under you? Get out before the hole is too deep! We are not miracle workers and we definitely cannot resurrect the ...

    1. Gift Planning Regional Advisor (Major Gift) at American Bible Society

      Knowledge of planned giving vehicles, tax, financial, and estate planning concepts Education and/or Training....

    1. Services Offered: Low Cost Divorce / Family Dispute Mediation

      $200 per hour. Low flat fee for basic court filings. Save thousands of dollars but still craft a constructive marriage settlement agreement that really makes sense for all members of the family. Mediation is the smart, middle way between the do-it-yourself method of using a paralegal and the lawyering up method of litigation. In mediation, a neutral third party helps each party hear and ...

      No PartTime
      No Contract
      No Internship
      No Freelance
      No Telecommute

    1. Office Coordinator at Silicon Valley Bank

      OProvide activity reports to SVB Real Estate. Provide local BCM support from a Facilities perspective and liaison with SVB Real Estate on the same....

    1. Loan Team Manager

      Job Title:Loan Team ManagerJob ID Number:5206741-1Location:San Francisco,CAJob Description:Job DescriptionThe Loan Team Manager is responsible for managing a team of commercial middle market relationship managers and/or for managing a specific product or process (e.g. credit) within the Regional Commercial Banking Office. Functions as Risk Control officer for RCBO and coordinates with Risk ...

    1. Project Director, Real Estate at Model Metrics

      Project Director, Real Estate. Must work cooperatively with business unit client representatives, other Salesforce internal partners such as IT, purchasing,...

    1. Wholesale Specialized Service Manager (Marketing Manager 3)

      Job Title:Wholesale Specialized Service Manager (Marketing Manager 3)Job ID Number:5206698-1Location:San Francisco,CAJob Description:Job DescriptionLeading a team of 12, with 3 direct reports, this newly created role will report to the Integrated Campaign Lead - Wholesale and will have primary responsibility for multiple product sets and customer profiles in the specialized lending services ...

    1. Associate Project Manager, Real Estate at Aspire Public Schools

      Master’s degree in business, real estate, or urban planning preferred. Knowledge of real estate industry and real estate finance, within K-12 education is ideal...

    1. Accountant 3

      Job Title:Accountant 3Job ID Number:5205961-2Location:San Francisco,CAJob Description:Job DescriptionYou have a proven track record of success but you’re looking for more. More responsibility. More challenges. At Wells Fargo you’ll find that opportunity. You’ll join a team of people who are smart and share your values. You can enjoy a diverse career as you learn and grow your capabilities ...

    1. Office Coordinator at Unity Technologies

      As the Office Coordinator you will be currently reporting directly to the Director of Real Estate & Facilities....

    1. Trust Asset Mgr 2

      Job Title:Trust Asset Mgr 2Job ID Number:5204615-1Location:San Francisco,CAJob Description:Job Description As a part of Business Advisory Services (BAS), a Strategic Business Segment of Wells Fargo Wealth Management, the candidate will be responsible for the management of a moderately complex portfolio of Closely Held Business Interests, including stock and other ownership interests, held in ...

    1. Alternative Investment Accountant, Sr - Private Equity and Real Estate at BNY Mellon

      Investments include public and private debt and equity securities, fee ownership real estate and real estate related projects....

    1. TRUST ASSET MGR 4

      Job Title:TRUST ASSET MGR 4Job ID Number:5204608-1Location:San Francisco,CAJob Description:Job Description As a part of Business Advisory Services (BAS), a Strategic Business Segment of Wells Fargo Wealth Management, the candidate will be responsible for the management of a moderately complex portfolio of Closely Held Business Interests, including stock and other ownership interests, held in ...

    2. South Palo Alto Buyers Agent

      DeLeon Realty is seeking a licensed real estate agent to be the South Palo Alto Buyer Specialist. Buyer Specialists are salaried employees who work exclusively with clients looking to purchase single family homes within their city of expertise. We are looking for someone who is highly motivated, professional in demeanor, organized, responsible and reliable.PRIMARY RESPONSIBILITIES:* Work with ...

    3. Jr. Property Manager

      Job Title: Jr. Property ManagerReports To: General Manager and President/CEOStatus: Full-Time Salaried/Exempt If you are a driven person with Property Management, Real Estate, or Administrative management experience and would like to be part of a successful, fast-growing company, we are looking to hire you. We are based in Oakland and currently provide property management services to real ...

    4. Down in sales? Security, Wireless, Drugs, Insurance, Auto, Mortgage?

      Are Your Sales Down?Security System Sales, Wireless Phone Sales, Pharmaceuticals, Life & Health Insurance Sales, Auto Sales, Mortgage Loans, Real Estate?· Has your compensation plans changed?· Are your sales down due to economy?· Does Corporate America have the rug pulled out from under you? Get out before the hole is too deep! We are not miracle workers and we definitely cannot resurrect the ...

    5. Tasting Room Manager - Imagery

      Established in 1981, The Wine Group (TWG) is a privately-held, management-owned company with a portfolio of leading brands, including Cupcake, Concannon, Benziger, Imagery, Chloe, Franzia, and many other brands. JOB SUMMARY This high profile full time position is responsible for the total customer experience in the tasting room, delivering on the sales and club acquisition goals while ...

    6. Build your own Construction company in Real Estate

      We are a group of Real Estate investors that are looking for people that are going to help us expand Nationwide. If you are someone that is tired of fighting traffic every morning, want to spend more time with your kids, and are working multiple jobs just to get by in life, then we want to speak with you. This is an earn while you learn job and can be done straight from home. You can decide ...

      PartTime Allowed
      No Contract
      No Internship
      No Freelance
      No Telecommute

    7. Learn Real Estate and Leadership Skills!

      We are a group of Real Estate investors that are looking for people that are going to help us expand Nationwide. If you are someone that is tired of fighting traffic every morning, want to spend more time with your kids, and are working multiple jobs just to get by in life, then we want to speak with you. This is an earn while you learn job and can be done straight from home. You can decide ...

      PartTime Allowed
      No Contract
      No Internship
      No Freelance
      No Telecommute

    8. Executive Assistant

      Another Source's client, Stanford University, is recruiting an Executive Assistant to the Managing Director of Operations, Finance and Administration. This position will reside within the Stanford Management Company, a division of the university responsible for Stanford's endowment and financial assets. Here's a little about Stanford University and the position they are recruiting for: ...

      No PartTime
      No Contract
      No Internship
      No Freelance
      No Telecommute

    9. 5 IMMEDIATE ENTRY LEVEL POSITIONS OPEN - START ASAP

      Are you ready to get your career started, or perhaps just ready for a career change?  We are one the fastest growing sales & marketing companies in the area. We are looking for recent graduates and MOTIVATED professionals willing to grow with our company to fill some of our Entry-Level positions in Marketing & Sales  Sounds great, but you don’t have any previous sales & marketing experience? ...

    10. Executive Assistant to the CEO

      Heart of the Action at Global LeaderThis position offers you the opportunity to provide high-level executive support for the new CEO at the largest data center provider in the world. Combining your sense of urgency and calm competence, you will help the CEO stay organized and on task, including scheduling meetings, gatekeeping, planning travel and handling changes that arise, supporting ...

      1. Estates and Trusts Paralegal at Donahue Fitzgerald LLP

        Assisting in the drafting of estate planning and trust administration documents. Estates and Trusts Paralegal:....

      2. Senior Trust Officer - ML - Menlo Park CA at Bank of America

        5 + years of technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning....

      3. Gift Planning Assistant at Save the Redwoods League

        As a *Gift Planning Assistant*. Drafts correspondence to estate representatives to facilitate timely and full receipt of estate gifts, and generates...

      4. Principal - Real Estate & Construction at Skoda Minotti

        The Principal in Real Estate & Construction is responsible for tax planning, compliance, consulting, project/task management, engagement management, supervision...

      5. Advanced Financial Sales Consultant at Allstate Insurance

        Knowledge of Advanced Sales market included retirement Q/NQ plans, estate plans, business planning, tax code, etc....