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Tax - General Attorney / Tax - Federal Attorney / Tax - Private Client Services Attorney / Tax - State & Local Attorney in Santa Ana, CA

In-House • **Members Only** Santa Ana, CA

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Posted On Jul 30, 26

Part-time 1 views Experience : Min 3 yrs required

Practice Area:

Tax - General Tax - Federal Tax - Private Client Services Tax - State & Local

Job Tags:

Affirmative Action criminal equity fraud Government marketing Privacy Software Taxation

Title: Tax Expert - TurboTax Store Job Responsibilities: - Act as a proactive community ambassador by representing TurboTax locally, engaging with new prospects, nurturing leads, and converting prospects into long-term clients through proactive outreach. - Lead local events with the support of TurboTax,...

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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 07, 26

Full-time 1 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......

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Attorney in Irvine, CA

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

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Posted On Aug 31, 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...

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Attorney in Irvine, CA

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

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Posted On Aug 20, 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...

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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,...

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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...

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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...

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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......

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Attorney in Irvine, CA

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

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Posted On Aug 17, 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...

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Attorney in Irvine, CA

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

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Posted On Aug 17, 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...

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Attorney in Irvine, CA

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

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Posted On Aug 24, 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...

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Attorney in Irvine, CA

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

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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... 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...

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Attorney in Irvine, CA

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

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Posted On Aug 26, 26

Full-time 14 views Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B renewals

Tax Manager - Private Companies The candidate will... the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that...

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Attorney in Irvine, CA

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

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Posted On Aug 26, 26

Full-time 7 views Experience : Min 2 yrs required

Job Tags:

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

tax advisory services to private companies. The following are... the key responsibilities associated with this position: - Leading the way as tax advisors by delivering innovative solutions to clients. - Utilizing advanced skills and technology to effectively solve complex tax-related...

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Attorney in Irvine, CA

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

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Posted On Aug 26, 26

Full-time 6 views Experience : Min 4 yrs required

Job Tags:

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

the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Assist...

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Attorney in Irvine, CA

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

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Posted On Aug 25, 26

Full-time 11 views Experience : Min 4 yrs required

Job Tags:

equity Ethics family finance H-1B renewals stage wealth management

Japanese Business Network - Private Tax Manager Job Responsibilities: The Japanese... Business Network - Private Tax Manager at the... responsibilities tailored towards serving private companies with their business... advisory needs. This role involves helping clients improve operational efficiency, allowing them to focus...

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Attorney in Irvine, CA

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

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Posted On Aug 26, 26

Full-time 8 views Experience : Min 6 yrs required

Job Tags:

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

the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Assist...

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Attorney in Irvine, CA

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

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Posted On Aug 26, 26

Full-time 14 views Experience : Min 6 yrs required

Job Tags:

equity Ethics family finance H-1B stage wealth management

Tax Senior Manager - Private Companies The candidate will... the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time...

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Attorney in Irvine, CA

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

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Posted On Aug 25, 26

Full-time 9 views Experience : Min 6 yrs required

Job Tags:

Code of Conduct family finance H-1B

Japanese Business Network - Private Tax Senior Manager Job Responsibilities: As... Japanese Business Network for Private Tax at the company,... you are expected to lead and manage large projects while innovating processes to ensure operational excellence. This role involves interacting with clients...

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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...

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