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Private Client Jobs in Rancho Santa Fe

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United States
Posted On Sep 01, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Probate Estate & Tax Planning Adoption Law Divorce Law Family Law - General Trusts and Estates - General
Job Tags:
ADA agreements brokers contracts divorce Estate Planning estates family Family Law Guardianship marriage Mediation Prenuptial Agreements Probate title
Practice Area:
Probate Estate & Tax Planning Adoption Law Divorce Law Family Law - General Trusts and Estates - General
Job Tags:
ADA agreements brokers contracts divorce Estate Planning estates family Family Law Guardianship marriage Mediation Prenuptial Agreements Probate title

of family law and probate work. The role involves: - Family Building: Drafting and reviewing surrogacy agreements, parentage orders, donor contracts, and managing adoption proceedings, whether private, agency, relative, or stepparent. -... Marital & Settlement Agreements: Drafting and negotiating prenuptial and postnu...

Posted On Sep 23, 26
Full-time Experience : 2-5 yrs required
Practice Area:
Municipal Law Transactions - Land Use, Employment, etc.
Job Tags:
Agency Law agreements Brown Act Case Law Collective Bargaining construction contracts Education Law election law health insurance Insurance Labor and Employment ordinances Public Sector Labor Relations
Practice Area:
Municipal Law Transactions - Land Use, Employment, etc.
Job Tags:
Agency Law agreements Brown Act Case Law Collective Bargaining construction contracts Education Law election law health insurance Insurance Labor and Employment ordinances Public Sector Labor Relations

districts in San Diego County longer than any other local firm, providing continuity and deep regional knowledge. Its education practice serves public and charter schools, community college districts, educational auxiliary organizations, and other public and private clients across California. ......

Posted On Sep 23, 26
Full-time 1 views
Practice Area:
Municipal Law - Litigation - Defense Education - Defense Education - Higher Education Education - General Education - Districts, School Boards, Teachers
Job Tags:
civil litigation civil procedure Collective Bargaining construction depositions Education Law health insurance Insurance Litigation pleadings public sector trials
Practice Area:
Municipal Law - Litigation - Defense Education - Defense Education - Higher Education Education - General Education - Districts, School Boards, Teachers
Job Tags:
civil litigation civil procedure Collective Bargaining construction depositions Education Law health insurance Insurance Litigation pleadings public sector trials

special districts in San Diego County longer than any other local firm. Its education practice serves public and charter schools, community college districts, educational auxiliary organizations, and other public and private clients across California. The... firm advises clients on la...

Posted On Sep 02, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family gift tax Harassment Immigration Litigation mental capacity Partnership private client trusts
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family gift tax Harassment Immigration Litigation mental capacity Partnership private client trusts

Job Title Associate, Private Client & Tax Job Responsibilities The... an Associate in the Private Client & Tax team... involves substantial engagement in complex estate planning and administration matters. The associate will work closely with partners, paralegals, and other associates, acting as both...

Posted On Sep 12, 26
Full-time 11 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: The Private Client Services Mid-Level Associate... will be responsible for providing legal services to high net worth clientele. Key responsibilities include: - Estate planning - Probate - Trust and estate administration -...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

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, es...

Posted On Aug 17, 26
Full-time 1 views Experience : Max 3 yrs required
Practice Area:
Tax - IRS Audits and Appeals Tax - Controversy and Dispute Resolution Tax - State & Local Tax-General Practice (Transaction) Tax - Private Client Services Tax - General
Job Tags:
agreements appeals equity finance Litigation
Practice Area:
Tax - IRS Audits and Appeals Tax - Controversy and Dispute Resolution Tax - State & Local Tax-General Practice (Transaction) Tax - Private Client Services Tax - General
Job Tags:
agreements appeals equity finance Litigation

Associate Job Responsibilities: - Engage in client-facing interactions from day one,... including phone calls, meetings, examinations, and appeals. - Shadow and learn firm systems in the initial six months, followed by managing cases with supervision. - Handle a wide range of tax-related tasks including...

Posted On Sep 22, 26
Full-time
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: The Tax... Senior Manager, Private Client Services is responsible... for providing tax compliance and consulting services to high net worth clients. This role requires a significant understanding of various areas of taxation, including...

Posted On Sep 15, 26
Full-time 4 views
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: - Manage... engagements, identifying and addressing client needs, tax planning, and... consulting opportunities. - Work directly with clients and their advisors to gather information needed for tax return preparation. - Review individual, trust, estate, S-Corp,...

Posted On Sep 14, 26
Full-time 5 views Experience : 4-4 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client Software trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client Software trusts Visa wealth transfer

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

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... at the company are responsible for overseeing multiple engagement teams for a diverse array of sophisticated clients. These clients may include some of...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 12 yrs required
Job Tags:
asset management banking credit facilities criminal FINRA mortgage loans private client shareholders
Job Tags:
asset management banking credit facilities criminal FINRA mortgage loans private client shareholders

Job Title: Private Client Advisor II Job... Responsibilities: The Private Client Advisor II is... acquiring new clients, deepening client relationships, and building upon... responsibilities include leading the Client Management Process and partnering... Client the full array of Private Bank and the bank's......

Posted On Aug 10, 26
Full-time 1 views
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

Title: Tax Experienced Senior, Private Client Services Job Responsibilities: - Participate... to identify and address client needs, tax planning, and... consulting opportunities. - Work directly with clients and their advisors to gather necessary information for tax return preparation. - Develop an understanding of complex...

Posted On Sep 25, 26
Full-time 27 views Experience : Min 4 yrs required
Practice Area:
Finance - General Finance - Banking
Job Tags:
acquisition finance banking Capital Markets equity family finance Financial Institutions lending leveraged buyouts M&A mezzanine loans private equity restructuring
Practice Area:
Finance - General Finance - Banking
Job Tags:
acquisition finance banking Capital Markets equity family finance Financial Institutions lending leveraged buyouts M&A mezzanine loans private equity restructuring

Job Title: Associate - Private Equity Finance (Borrower Side)... Responsibilities: The Associate in the Private Equity Finance Practice at... firm's operations in borrower-side private credit, acquisition finance, and... providers, including banks, financial institutions, and private credit funds, as well... as...

Posted On Sep 25, 26
Full-time 21 views Experience : 1-10 yrs required
Practice Area:
Finance - General Finance - Banking
Job Tags:
acquisition finance banking Capital Markets equity family finance Financial Institutions lending leveraged buyouts M&A mezzanine loans private equity restructuring
Practice Area:
Finance - General Finance - Banking
Job Tags:
acquisition finance banking Capital Markets equity family finance Financial Institutions lending leveraged buyouts M&A mezzanine loans private equity restructuring

Job Title: Associate - Private Equity Finance (Borrower Side) Job... an Associate in the Private Equity Finance Practice at... of the Banking & Private Credit sector. The primary... include: - Advising borrowers on private credit, acquisition finance, and... complexities of syndicated and private credit markets, providing str......

Posted On Aug 11, 26
Full-time 21 views Experience : 3-20 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Title: High Net-Worth Estate Planning AttorneyJob Overview: A Solana Beach-based law firm with a long-standing reputation in estate planning and asset preservation is actively seeking a seasoned attorney to join its estate planning practice. The ideal candidate will bring extensive...

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