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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney / Tax - Private Client Services Attorney / Tax - International Attorney / Tax - General Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Sep 22, 26

Full-time 2 views Experience : 4-6 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General

Job Tags:

Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Business Tax Services - Private Tax - Wealth Tax... a Manager in the Private Tax sector, the primary... include delivering personal and private tax advice and compliance... families, and owners of private wealth. The role involves... family, business entities, and private wealth management, including personal......

Tax - State & Local Attorney / Tax - Controversy and Dispute Resolution Attorney / Tax - Private Client Services Attorney / Tax - General Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Sep 28, 26

Full-time 3 views Experience : 5-5 yrs required

Practice Area:

Tax - State & Local Tax - Controversy and Dispute Resolution Tax - Private Client Services Tax - General

Job Tags:

Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation

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,...

Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Sep 22, 26

Full-time 7 views Experience : 5-5 yrs required

Job Tags:

asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer

Title: Financial Services - Private Client Services - Tax... Tax Manager in the Private Client Services at the... involves providing personal and private tax advice and compliance... families, and owners of private wealth. Key responsibilities include: -... and business structures. - Supporting client...

Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Sep 16, 26

Full-time 3 views Experience : 6-6 yrs required

Job Tags:

agreements criminal family finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation

Title Tax Senior Manager, Private Client Advisors Job Responsibilities... - Perform technical reviews of tax returns for high-net-worth individuals, focusing on personal income tax returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns. - Provide consultation on...

Corporate - Securities and Capital Markets Attorney / Corporate - M&A Attorney / Corporate - Contract Law Attorney / Corporate - Private Equity Attorney / Corporate - Venture Capital/Emerging Companies Attorney / Finance - General Attorney / Corporate - G

In-House • **Members Only** Irvine, CA

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Posted On Jul 03, 26

Full-time 20 views Experience : Min 8 yrs required

Practice Area:

Corporate - Securities and Capital Markets Corporate - M&A Corporate - Contract Law Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Finance - General Corporate - General

Job Tags:

advertising agreements Commercial Contracts company policies corporate governance criminal entertainment equity Equity Compensation finance Insurance M&A Partnership SEC filings Securities shareholders stock exchange

Equity, Business Development, and Client Services on complex, high-impact... matters, delivering practical, business-focused legal solutions. - Advise on corporate and securities law matters for a public company, including preparation and review of SEC filings such as registration statements, Forms 10-K, 10-Q,...

Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Sep 01, 26

Full-time 11 views Experience : 8-10 yrs required

Job Tags:

asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

Job Title: Private Banker Job Responsibilities: A Private Banker... with developing and managing client relationships with high-net-worth and... trust and estate planning, and brokerage. The Private Banker is responsible for... the overall relationship profitability and portfolio risk, focusing on the profitable growth...

Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Sep 01, 26

Full-time 5 views Experience : 10-10 yrs required

Job Tags:

asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

Job Title: Private Banker Job Responsibilities: - Develop and... manage client relationships with high-net-worth and... ultra-high-net-worth individuals and families in a designated market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship...

Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Sep 01, 26

Full-time 8 views Experience : 8-10 yrs required

Job Tags:

asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

Job Title: Private Banker Job Responsibilities: A Private Banker... for developing and managing client relationships with high-net-worth and... ultra-high-net-worth individuals and families within a specified market. The role involves providing integrated financial services and brokerage services. The Private Banker is tasked with......

Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Sep 18, 26

Full-time 3 views Experience : Min 7 yrs required

Job Tags:

Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

Tax Senior Manager - Private Company Job Responsibilities: -... team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary Taxation. This includes the planning and execution of client tax engagements. - Collaborate... with specialists...

Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Sep 18, 26

Full-time 6 views Experience : Min 5 yrs required

Job Tags:

Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

Title: Tax Manager - Private Company Job Responsibilities: - Advise... team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary taxation. This includes the planning and execution of client tax engagements. - Collaborate... with specialists regardin...

Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Oct 01, 26

Full-time 1 views Experience : Min 2 yrs required

Job Tags:

equity Ethics family H-1B marketing Partnership partnerships stage wealth management

Job Title: Private Partnership Solutions (PPS) -... provide sustained outcomes for clients. - Analyze intricate issues and mentor team members to maintain excellence in deliverables. - Build and nurture client relationships while developing a... thorough understanding of business contexts. - Navigate complex situations...

Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Sep 14, 26

Full-time 15 views Experience : Min 6 yrs required

Job Tags:

banking equity hedge funds Insurance investment management private equity wealth management

Job Title . Private Bank – Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. Generate business results and... assets, both from existing client base and new client... acquisition. Advise clients on their... overall balance...

Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Jul 08, 26

Full-time Experience : 10-10 yrs required

Job Tags:

asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

Team Lead Private Banker WHAT IS THE OPPORTUNITY?... involves developing and managing client relationships with high-net-worth and... market. The Team Lead Private Banker provides integrated financial... services advice, including banking, credit, asset management, trust and estate planning, and brokerage. The position...

Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Oct 01, 26

Full-time 1 views Experience : Min 6 yrs required

Job Tags:

equity Ethics family finance H-1B M&A marketing Partnership partnerships stage wealth management

Job Title: Private Partnership Solutions (PPS) -... Manager within the company Private team, you will play... a critical role in leading and managing large-scale projects with a focus on tax advisory services. Your responsibilities will include: - Overseeing and managing large-scale...

Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Oct 01, 26

Full-time 1 views Experience : Min 4 yrs required

Job Tags:

equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management

Title: Tax Manager - Private Partnership Solutions (PPS) Job Responsibilities: -... provide high-quality deliverables. - Manage client service accounts and lead... and holistic approach tailored to the unique needs of private companies and their owners. -... Thrive in environments with complex transactions, requiring a...

Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Oct 01, 26

Full-time 1 views Experience : Min 6 yrs required

Job Tags:

equity Ethics family finance H-1B stage wealth management

Tax Senior Manager - Private Companies Job Responsibilities: - Lead large... projects and innovate processes for operational excellence. - Interact with clients at a senior level to drive project success. - Leverage influence, specialized knowledge, and network to deliver quality results. - Provide clients with...

Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Oct 01, 26

Full-time 3 views Experience : Min 8 yrs required

Job Tags:

equity Ethics family finance H-1B stage wealth management

Title: Tax Director - Private Companies Job Responsibilities: - Lead the... and implementation of impactful private company services. - Set strategic... significant decisions. - Maintain executive-level client relationships. - Shape client engagements... to ensure business growth. - Mentor and develop future leaders within the department. - Foster...

Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Sep 14, 26

Full-time 1 views Experience : Min 6 yrs required

Job Tags:

banking criminal equity hedge funds Insurance investment management private equity wealth management

Job Title . Private Bank - Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business... both from the existing client base and new client... acquisition. - Advise clients... on...

Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Sep 28, 26

Full-time Experience : 12-12 yrs required

Job Tags:

Affirmative Action appeals family finance spectrum Taxation

Title: State and Local Tax Director- HNW/Private Wealth (Residency) Job Responsibilities: - Serve as a senior strategic advisor to high net worth individuals, families, business owners, executives, and family offices on significant state income tax matters. - Lead the firm's complex residency, domicile,...

Insurance Defense - General Attorney / Personal Injury Defense Attorney / Insurance Coverage Attorney in Irvine, CA

In-House • **Members Only** Irvine, CA

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Posted On Aug 27, 26

Full-time 1 views Experience : Min 8 yrs required

Practice Area:

Insurance Defense - General Personal Injury Defense Insurance Coverage

Job Tags:

ADA civil litigation fiduciary Harassment Insurance insurance defense Litigation partnerships pension Practice of Law Software subrogation

Title: Senior Trial Attorney Job Responsibilities: - Serve as lead counsel or part of a team to deliver top-quality legal services, supporting the mission of a Fortune 100 insurance company. - Handle a diverse caseload with varying complexity, severity, product lines, and specialized...

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