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Private Client Jobs in Fountain Valley

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United States
Posted On Jul 08, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Litigation - Labor & Employment Employment Law - Litigation Plaintiffs & Class Actions Employment Law - General
Job Tags:
civil litigation Employee Rights Employment Law evidence Harassment Litigation Software wage and hour Wrongful Termination
Practice Area:
Litigation - Labor & Employment Employment Law - Litigation Plaintiffs & Class Actions Employment Law - General
Job Tags:
civil litigation Employee Rights Employment Law evidence Harassment Litigation Software wage and hour Wrongful Termination

Title: Civil Litigation Paralegal Job Responsibilities: - Conduct legal research using Westlaw, draft shell responses, and review files to facilitate precise discovery processes. - Handle e-filing and physical filing across California state and federal courts, ensuring compliance with relevant procedures. - Maintain the master...

Posted On Jul 14, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Corporate - General Corporate - Contract Law Trusts and Estates - General Tax - General
Job Tags:
agreements Business Law corporate governance Estate Planning estates fiduciary Litigation operating agreements pleadings Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Corporate - General Corporate - Contract Law Trusts and Estates - General Tax - General
Job Tags:
agreements Business Law corporate governance Estate Planning estates fiduciary Litigation operating agreements pleadings Probate Taxation trusts wealth transfer Wills

Title: Associate Attorney – Estate Planning, Tax & Business Planning About Us We are a growing boutique law firm focused on sophisticated estate planning, taxation, trust administration, and business planning for successful individuals, families, and closely held businesses. Our practice handles complex...

Posted On Sep 12, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing

Job Title: Private Client Services Mid-Level Associate Job... Responsibilities: - Engage in estate planning, probate, and trust and estate administration. - Prepare estate and gift tax returns, with a preference for candidates having experience in this area. - Exhibit strong research, writing, and drafting...

Posted On Sep 14, 26
Full-time 4 views Experience : 4-4 yrs required
Job Tags:
estates family finance H-1B insurance coverage private client Software trusts Visa wealth transfer
Job Tags:
estates family finance H-1B insurance coverage private client Software trusts Visa wealth transfer

Job Title: Manager - Private Client Services Job Description: Managers in... the Private Client Services (PCS) practice... at the company are responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some of...

Posted On Sep 15, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
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 in the Private Client Services is responsible... engagements, identifying and addressing client needs, tax planning, and... consulting opportunities. The role requires working directly with clients and their advisors, reviewing...

Posted On Sep 14, 26
Full-time 1 views Experience : 8-8 yrs required
Job Tags:
asset management Corporation criminal directors estates family finance H-1B insurance coverage LLC Partnership private client trusts Visa wealth transfer
Job Tags:
asset management Corporation criminal directors estates family finance H-1B insurance coverage LLC Partnership private client trusts Visa wealth transfer

Title: Tax Director - Private Client Services Job Responsibilities: As a... member of the Private Client Services practice, the... and collaborating with multiple client service teams on engagements... for a diverse range of clients, including some of the wealthiest families in the...

Posted On Sep 14, 26
Full-time 1 views Experience : 6-6 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Tax Senior Manager - Private Client Services Job Responsibilities: Senior Managers... in the Private Client Services (PCS) practice... are responsible for overseeing multiple engagement teams that cater to a variety of sophisticated clients. These clients may include some of the wealthiest families...

Posted On Sep 22, 26
Full-time 2 views Experience : Min 7 yrs required
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation

Title: Tax Senior Manager, Private Client Services Job Responsibilities:... - Reviews basic to complex individual and other tax returns for high net worth clients. - Identifies and performs necessary research, documenting analysis and findings. - Directly interacts with clients and their advisors. -...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

Tax Senior - Private Wealth Duties: The candidate... support the preparation of tax returns, and help prepare for client meetings tied to compliance... and consulting projects. Contribute to tax planning opportunities and help clients understand the implications of important transactions....

Posted On Sep 13, 26
Full-time 2 views Experience : Min 4 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions antitrust Capital Markets criminal family federal government finance fund formation Government growth equity M&A mergers Mergers and Acquisitions portfolio companies private equity spectrum stage
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions antitrust Capital Markets criminal family federal government finance fund formation Government growth equity M&A mergers Mergers and Acquisitions portfolio companies private equity spectrum stage

Corporate - M&A and Private Equity (Mid-Level/Senior) Job Responsibilities: The... within the M&A and Private Equity Practice Group, is... mergers and acquisitions and private equity transactions. The primary... responsibilities include: - Advising clients on a range of M&A engagements, from routine transactions...

Posted On Sep 14, 26
Full-time 2 views Experience : Min 2 yrs required
Job Tags:
criminal finance H-1B insurance coverage LLC Visa
Job Tags:
criminal finance H-1B insurance coverage LLC Visa

Senior Associates in the Private Accounting Solutions practice participate... in the accounting planning and consulting process for a variety of clients, including executives, entrepreneurs, and business entities. The responsibilities include: - Identifying complex accounting and financial reporting issues, including producing...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate... Prepare for and lead client meetings related to compliance... and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on a broader leadership footprint by...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal family finance hedge funds Immigration Insurance investment management Investment Partnerships Mutual Funds Partnership private equity Taxation
Job Tags:
criminal family finance hedge funds Immigration Insurance investment management Investment Partnerships Mutual Funds Partnership private equity Taxation

Job Title: Tax Senior, Private Equity Job Responsibilities: As a... Tax Senior in the Private Equity sector, the primary... solutions that align with client objectives, and building trusted... relationships by delivering high-quality, practical advice. Key duties include: - Performing detailed reviews...

Posted On Aug 31, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - M&A Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - General Corporate - Contract Law
Job Tags:
agreements criminal emerging technologies finance Immigration investment management
Practice Area:
Corporate - Asset/Investment Management Corporate - M&A Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - General Corporate - Contract Law
Job Tags:
agreements criminal emerging technologies finance Immigration investment management

Title: Deal and Funds & Alternatives Paralegal Support Associate Analyst Job Responsibilities: The Deal and Funds & Alternatives Paralegal Support Associate Analyst is tasked with providing comprehensive paralegal and legal operations support across various deal, fund, and alternatives workflows. Key responsibilities include: -...

Posted On Sep 25, 26
Full-time 3 views Experience : 9-9 yrs required
Job Tags:
criminal family finance hedge funds Immigration Insurance investment management Investment Partnerships Mutual Funds Partnership private equity spectrum Taxation
Job Tags:
criminal family finance hedge funds Immigration Insurance investment management Investment Partnerships Mutual Funds Partnership private equity spectrum Taxation

Senior Manager - IM Private Wealth Job Responsibilities: As a... tax research, partnership work papers, allocations, and tax filings. - Preparing and leading client meetings on compliance and... advisory projects related to tax planning opportunities and the tax implications of various transac...

Posted On Jul 06, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Living Trusts Probate
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Living Trusts Probate

the appropriate trust type during consultations with clients. - Provide concise and effective legal consultations. - Participate in a streamlined process where estate plans are pre-sold through seminars or the inside sales team. - Review initial client intake information provided before... consultations. - En...

Posted On Aug 25, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense Elder Law Probate
Job Tags:
abuse civil litigation Conservatorship depositions equity estates family fiduciary finance Insurance Litigation marketing Media Mediation pleadings Probate trusts
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense Elder Law Probate
Job Tags:
abuse civil litigation Conservatorship depositions equity estates family fiduciary finance Insurance Litigation marketing Media Mediation pleadings Probate trusts

the case progresses. - Client Relationships: Serve as a... trusted counselor and primary contact for clients facing significant financial stakes and family conflicts. - High-Stakes Advocacy: Draft or supervise major pleadings and briefs, take and defend key depositions, argue substantive...

Posted On Aug 25, 26
Full-time 1 views Experience : 1-5 yrs required
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense Elder Law Probate
Job Tags:
abuse civil litigation Conservatorship depositions document review equity family fiduciary Insurance Litigation marketing Media Mediation pleadings Probate
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense Elder Law Probate
Job Tags:
abuse civil litigation Conservatorship depositions document review equity family fiduciary Insurance Litigation marketing Media Mediation pleadings Probate

& Estate Litigation Private Wealth Disputes Job Responsibilities: -... Develop case strategy by identifying decisive facts, legal theories, discovery priorities, leverage points, and practical paths to resolution. - Draft persuasive work product, including contested petitions, objections, pleadings, discovery, motions, briefs,...

Posted On Sep 24, 26
Full-time Experience : Min 8 yrs required
Practice Area:
Tax - M&A and Transactions Tax - Federal Tax - General
Job Tags:
agreements due diligence finance private equity restructuring Software
Practice Area:
Tax - M&A and Transactions Tax - Federal Tax - General
Job Tags:
agreements due diligence finance private equity restructuring Software

are executed in a timely manner and that client expectations are met or... exceeded. The role includes supporting the overall delivery of the national Transaction Advisory Services (TAS) Tax strategy. Key duties include: - Participating in multiple client engagement teams, foc...

Posted On Sep 14, 26
Full-time 1 views Experience : 3-8 yrs required
Practice Area:
Corporate - General Corporate - Private Equity Corporate - M&A
Practice Area:
Corporate - General Corporate - Private Equity Corporate - M&A

in mergers and acquisitions and/or private equity to join their... mid-level and senior associate clients on mergers and acquisitions and private equity with a... diverse team to execute complex deals strategic counsel on shareholder activism and regul...

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