Jobs near San Ramon: 3,806
RS
Relevance Score ranked on: PRIVATE
Tax Director, Private Client Advisors (Estate, Gift & Trust)
San Ramon
Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns. Provide consultation on business and/or personal transactions (if applicable), an...
Search Terms: Client Advisor, Tax, Director, Trust, Private
77.1
0mi
Updated: July 03
Tax Director, Private Client Advisors
San Ramon
Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns. Provide consultation on business and/or personal transactions (if applicable), an...
Search Terms: Client Advisor, Tax, Director, Private, Advisor
77
0mi
Updated: July 01
J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CA
Dublin
At J. P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform ...
Search Terms: Investment, Management, Wealth, Associate, Private
75
3.5mi
Updated: June 16
JPMorgan Private Client Relationship Manager – Walnut Creek, CA
Walnut Creek
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client ...
Search Terms: Relationship Manager, Client Relations, Relationship, Manager, Private
75
17mi
Updated: July 21
J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA
Danville
At J. P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform ...
Search Terms: Investment, Management, Wealth, Associate, Private
73.4
9.6mi
Updated: June 23
Commercial Lines Client Service Manager - Private Equity
Walnut Creek
You’ll play a key role in supporting and leading efforts to deliver high-quality solutions to our clients. From managing renewals to mentoring team members, you’ll help ensure client needs are met and compliance standards are upheld. Here’s what you’ll do: Manage the renewal process by gathering clie...
Search Terms: Service Manager, Client Service, Equity, Commercial, Manager
71.9
19mi
Updated: July 20
Complex Claims Consultant - Private & NFP D&O
Walnut Creek
Performs a combination of duties in accordance with departmental guidelines:Manages an inventory of highly complex Financial Lines claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, con...
Search Terms: Claims, Consultant, Private, Business Partner, Business Services
70.7
17mi
Updated: July 01
GIS Technical Specialist- Flexible Location
San Ramon
Provide GIS and database support for the implementation of risk management duties. Responds to queries and resolves technical issues. Leads and/or supports the preparation of annual regulatory reports. Contributes to the company’s initiative to shift to the next-generation GIS. Traveling expected to ...
Search Terms: GIS, Technical, Specialist, Pipeline, Microsoft
0
0mi
Updated: July 29
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