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Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 yrs required

family offices, and their private businesses or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements that deliver proactive tax planning and strategic consulting, including federal,...

Posted On Sep 28, 26
Full-time Experience : 8-8 yrs required

Title: State & Local Tax Senior Manager - Income Tax & Residency Job Responsibilities: The State & Local Tax Senior Manager will serve as a trusted advisor to high-net-worth individuals, families, business owners, executives, and family offices on complex state and...

Posted On Sep 28, 26
Full-time Experience : 5-5 yrs required

Title: State & Local Tax Manager - Income Tax & Residency Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters. This includes evaluating potential residency changes, understanding clients’ personal and financial circumstances, developing strategies...

Posted On Sep 28, 26
Full-time Experience : 3-4 yrs required

Title: State & Local Tax Senior - Income Tax & Residency Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters, including evaluating potential residency changes and understanding clients’ personal and financial circumstances. -...

Posted On Sep 28, 26
Full-time Experience : 4-5 yrs required

Title: State & Local Tax Manager - Income Tax & Residency Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters. This includes evaluating potential residency changes, understanding clients’ personal and financial circumstances,...

Posted On Sep 28, 26
Full-time Experience : 8-8 yrs required

Title: State & Local Tax Senior Manager - Income Tax & Residency Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters. This includes evaluating potential residency changes, understanding clients’ personal and financial circumstances, developing...

Posted On Sep 24, 26
Full-time 6 views Experience : 3-5 yrs required

probate litigation matters including trust disputes, conservatorships, and contested... estates. - Draft, file, and manage legal documents such as petitions, motions, and court filings. - Coordinate case calendars, deadlines, and court appearances. - Communicate with clients, courts, and opposing counsel. - Assist with discovery,...

Posted On Aug 10, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Senior Tax Accountant (Preparer) Job Responsibilities: The Senior Tax Accountant (Preparer) plays a crucial role in the Tax department, focusing on the preparation of various tax returns and assisting clients with diverse tax-related matters. The responsibilities include: - Preparing federal and multi-state...

Posted On Sep 03, 26
Full-time 6 views Experience : 4-8 yrs required

Manager - Tax & Estate Planning Job Responsibilities: - Advising and... consulting on the estate planning process, focusing on... income distribution, business succession, estate preservation, and estate plan... legal documents associated with estate and business succession planning. -... Providing tax planning and consulting...

Posted On Sep 20, 26
Full-time Experience : 4-8 yrs required

Manager - Tax and Estate Planning Duties: The candidate... and consulting on the estate planning process to create... of income, business succession, estate preservation and estate plan... documents in relation to estate and business succession planning.... Providing tax planning and...

Posted On Sep 03, 26
Full-time 32 views Experience : Min 7 yrs required

to assist them with the transition of wealth from one generation to the next. - Interpreting and reviewing various legal documents related to estate and business succession planning.... - Conducting technical research on individual, trust, and estate planning and comp...

Posted On Sep 08, 26
Full-time 21 views Experience : Min 5 yrs required

/ Senior Manager - Estate/Gift/Trust Group H1 Heading: Tax Manager... / Senior Manager - Estate/Gift/Trust Group H2 Heading: Come for... advisory, and business management firm, is seeking a Tax Manager/Senior Manager for their Estate/Gift/Trust group in Westlake Village,... CA. The group specializ...

Posted On Sep 08, 26
Full-time 23 views Experience : Min 5 yrs required

Title: Tax Manager / Senior Manager - High Net Worth Individuals Location: Westlake Village, CA Employment Type: Full-time Work Arrangement: Hybrid Come for the Challenge. Stay for the Experience. Company Overview: HCVT is a leading professional services firm...

Posted On Sep 14, 26
Full-time 23 views Experience : Min 6 yrs required

with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both the existing client base and new client acquisition. - Advise clients...

Posted On Sep 20, 26
Full-time Experience : Min 6 yrs required

with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on...

Posted On Sep 01, 26
Full-time 4 views Experience : 8-10 yrs required

- Provide integrated financial services advice including banking, credit, asset management, trust and estate planning, and brokerage. -... Manage overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - Serve as a segment or industry specialist, a...

Posted On Aug 10, 26
Full-time 1 views Experience : 10-10 yrs required

and ultra-high-net-worth individuals and families within a specific market. The role involves providing integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. The... Private Banker manages overall relationship profitability and portfolio risk and i...

Posted On Sep 22, 26
Full-time Experience : 5-10 yrs required

is a global private holding company focused on acquiring businesses and realizing exponential growth through operational improvements and strategic capital deployment. Since its inception, Company has successfully acquired businesses from leading Fortune 500 and large-cap companies. Our investments span the...

Posted On Sep 02, 26
Full-time 2 views Experience : Min 5 yrs required

Title: Litigation Management Specialist II Job Responsibilities: - Case Ownership: Independently manage and track a high-volume portfolio of litigated files related to real property law, maintaining comprehensive electronic case files for each matter. - Risk Mitigation: Analyze and research legal pleadings, evaluate attorney...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 yrs required

multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements that deliver proactive tax planning and strategic consulting, including federal,...

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