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Tax - Private Client Services Attorney / Tax - General Attorney in San Francisco, CA (Remote)

In-House • **Members Only** San Francisco, CA

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Posted On Sep 01, 26

Full-time 1 views Experience : Min 8 yrs required

Practice Area:

Tax - Private Client Services Tax - General

Job Tags:

criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

Title: ISP Senior Tax Manager, High-Net Worth Job Responsibilities: - Advise ultra-high-net-worth individuals, families, family offices, and related entities on complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other sophisticated planning opportunities. - Lead...

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Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

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Posted On Sep 02, 26

Full-time Experience : 3-4 yrs required

Job Tags:

Affirmative Action partnerships private client Software special projects

Senior Associate - NorCal Private Wealth/Private Client Services Job Responsibilities: -... consulting services primarily to private wealth and flow-through clients. -... Deliver tax compliance and advisory services to high-net-worth (HNW) and ultra-high-net-worth individuals, S-corporations, partnerships, and corporations within the middle-market space. - Participate in...

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Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

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Posted On Aug 27, 26

Full-time 8 views Experience : 5-8 yrs required

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Manager, Private Client Services Job Responsibilities: A Tax... Manager within the Private Client Services is tasked... to identify and address client needs, tax planning, and... consulting opportunities. - Working directly with clients and their advisors to gat...

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Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

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Posted On Sep 03, 26

Full-time 8 views Experience : 2-15 yrs required

Job Tags:

family Financial Institutions private client special projects Taxation

Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: -... Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements for all phases of the engagement life cycle. - Provide...

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Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

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Posted On Aug 27, 26

Full-time 2 views Experience : 3-5 yrs required

Job Tags:

asset management banking credit facilities criminal mortgage loans private client shareholders

Job Title: Private Client Advisor II -... responsible for providing exceptional client service and coverage to... clients’ needs, preferences, and overall wealth strategy, and being responsive to any changes in the business environment or client needs. - Leading the Client... Managem...

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Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

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Posted On Sep 02, 26

Full-time Experience : 1-4 yrs required

Job Tags:

Affirmative Action Immigration partnerships private client special projects Taxation

Experienced Associate - NorCal Private Wealth/Private Client Services Job Responsibilities: -... Serve as a trusted member of the engagement team, providing tax compliance and consulting services to industry-specific clients. - Deliver tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations within...

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Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

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Posted On Sep 08, 26

Full-time Experience : 1-4 yrs required

Job Tags:

Affirmative Action Immigration partnerships private client special projects

Tax Experienced Associate - Private Wealth/Private Client Services Job Responsibilities: -... Serve as a trusted member of the engagement team, providing tax compliance and consulting services to clients in specific industries. - Deliver tax compliance and advisory services to S-corporations, partnerships, high-net-worth (HNW)...

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Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

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Posted On Sep 08, 26

Full-time Experience : 1-4 yrs required

Job Tags:

Affirmative Action Immigration partnerships private client special projects Taxation

Tax Experienced Associate - Private Wealth/Private Client Services Job Responsibilities: -... Serve as a trusted member of the engagement team, providing tax compliance and consulting services to clients within specific industries. - Deliver tax compliance and advisory services to S-corporations, partnerships, individuals, and...

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Corporate - M&A Attorney / Corporate - Private Equity Attorney / Tax - M&A and Transactions Attorney / Tax - International Attorney / Tax - Federal Attorney / Corporate - General Attorney / Tax - General Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

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Posted On Sep 10, 26

Full-time

Practice Area:

Corporate - M&A Corporate - Private Equity Tax - M&A and Transactions Tax - International Tax - Federal Corporate - General Tax - General

Job Tags:

acquisitions artificial intelligence Bankruptcy company policies Computer Science criminal due diligence emerging technologies equity family H-1B Insurance Joint Ventures mergers private equity restructuring Software Taxation Transportation Visa

of duties that include: - Structuring the tax aspects of domestic and multinational private equity and strategic mergers,... acquisitions, joint ventures, dispositions, and IPOs. This includes drafting tax opinions, memos, structure decks, and Excel models to illustrate the tax benef...

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Data Privacy - Transactional Attorney / Fintech & Blockchain Attorney / Finance - Financial Services Regulation Attorney / Finance - General Attorney / Finance - Banking Attorney / Corporate - Technology Transactions Attorney / Corporate - Asset/Investme

In-House • **Members Only** San Francisco, CA

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Posted On Aug 25, 26

Full-time 10 views Experience : Min 6 yrs required

Practice Area:

Data Privacy - Transactional Fintech & Blockchain Finance - Financial Services Regulation Finance - General Finance - Banking Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - M&A Corporate - General

Job Tags:

agreements criminal EEOC equity Financial Institutions Government Insurance IP marketing Privacy Visa

Title: Sr. Associate Counsel Job Responsibilities: - Work closely with business teams to understand and achieve key business objectives and assist in developing compelling product and service offerings. - Provide sophisticated and creative counseling and advice to business teams on product development, deployment,...

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Corporate - M&A Attorney / Corporate - Private Equity Attorney / Corporate - General Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

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Posted On Jul 29, 26

Full-time 1 views Experience : 3-5 yrs required

Practice Area:

Corporate - M&A Corporate - Private Equity Corporate - General

Job Tags:

agreements brokers corporate transactions equity finance Insurance investment bankers M&A marketing Mergers and Acquisitions ordinances private equity underwriters

Title: Representations & Warranties M&A Insurance - Vice President Job Responsibilities: The Vice President in the M&A and Transaction Solutions team is responsible for advising private equity sponsors, strategic buyers,... and their advisors on transactional risk insurance solutions. The role...

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Corporate - M&A Attorney / Corporate - Securities and Capital Markets Attorney / Corporate - Private Equity Attorney / Corporate - General Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

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Posted On Aug 11, 26

Full-time 3 views Experience : Min 8 yrs required

Practice Area:

Corporate - M&A Corporate - Securities and Capital Markets Corporate - Private Equity Corporate - General

Job Tags:

acquisitions agreements Capital Markets company policies corporate governance Corporate Law criminal due diligence equity family finance IP Litigation M&A Privacy SEC filings Securities

Title: Senior Counsel, Corporate Job Responsibilities: - Collaborate with the Corporate Legal team on various legal matters, including acquisitions, investments, strategic transactions, financings, securities, tax matters, and corporate governance. - Assist in potential acquisitions by performing due diligence reviews, drafting, reviewing, and negotiating...

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Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

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Posted On Sep 07, 26

Full-time 8 views Experience : Min 7 yrs required

Job Tags:

employee benefits Estate and Trust Estate Planning family finance FINRA Insurance investment management private equity wealth management wealth transfer

Asset & Wealth Management, Private Family Office Financial Planning... is responsible for managing client relationships and leading a... team of financial planners and analysts. The role involves providing high-quality, personalized financial planning and implementation across various areas, including: - Advisory,...

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Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

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Posted On Sep 01, 26

Full-time 7 views Experience : Min 8 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 specific market. The role involves providing integrated financial services planning, and brokerage. The Private Banker is tasked with......

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Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

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Posted On Aug 26, 26

Full-time 7 views Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B renewals

Title: Tax Manager - Private Companies Job Responsibilities: - Supervise, develop,... high-quality service delivery. - Manage client service accounts and oversee... workstreams, ensuring alignment with client expectations. - Analyze complex problems... the unique needs of private companies and their owners. -... Thrive in environments with...

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Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

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Posted On Aug 25, 26

Full-time 11 views Experience : Min 6 yrs required

Job Tags:

Code of Conduct family finance H-1B

Japanese Business Network - Private Tax Senior Manager Job... Responsibilities - Lead large projects and innovate processes for operational excellence. - Interact with clients at a senior level to drive project success. - Leverage influence, knowledge, and network to deliver...

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Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

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Posted On Sep 02, 26

Full-time Experience : Min 5 yrs required

Job Tags:

Affirmative Action family Partnership private client Software

Title: Tax Manager - Private Wealth/PCS Job Responsibilities: - Deliver tax... family offices, and their private businesses and/or investment entities. -... Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Engage in multiple engagements that include proactive tax planning and...

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Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

Apply

Posted On Sep 02, 26

Full-time Experience : Min 5 yrs required

Job Tags:

Affirmative Action family Partnership private client Software

Title: Tax Manager - Private Wealth (NorCal Tax) Job Responsibilities:... - Deliver tax compliance and business advisory services to individuals and small business clients. - Work closely with firm leadership to serve clients and build the business, impacting the firm’s success. - Mentor...

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Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

Apply

Posted On Sep 07, 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... Responsibilities: - Manage and maintain client relationships by building trust,... understanding client needs, providing targeted advice,... and delivering exceptional client experiences. - Generate business results... both from the existing client base and through new... client...

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Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

Apply

Posted On Sep 07, 26

Full-time 13 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... both from the existing client base and new client... acquisition. - Advise clients... on...

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