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Private Client Jobs in San Jose

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United States
Posted On Aug 19, 26
Full-time Experience : 2-4 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
Estate and Trust Estate Planning family private client
Practice Area:
Estate & Tax Planning
Job Tags:
Estate and Trust Estate Planning family private client

Job Title: Private Client Services Associate (2-4... years) Job Responsibilities: The Private Client Services Associate will... be part of the Private Client Services practice group,... working closely with individuals, families, and their professional advisors across the United States. Responsibilities include:...

Posted On Aug 27, 26
Full-time 7 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... to identify and address 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 08, 26
Full-time Experience : 1-4 yrs required
Job Tags:
Affirmative Action Immigration partnerships private client special projects
Job Tags:
Affirmative Action Immigration partnerships private client special projects

Tax Experienced Associate - Private Wealth/Private Client Services Job Responsibilities:... Tax Experienced Associate in Private Client Services/Private Wealth at... the company, you will serve as a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. Your...

Posted On Sep 08, 26
Full-time Experience : 1-4 yrs required
Job Tags:
Affirmative Action Immigration partnerships private client special projects Taxation
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, delivering tax compliance and consulting services to industry-specific clients. - Provide tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations within...

Posted On Aug 31, 26
Full-time 11 views Experience : 4-8 yrs required
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation

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

Posted On Sep 11, 26
Full-time 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 11, 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... analyzing complex tax issues, developing solutions aligned with client objectives, and fostering trusted... relationships through high-quality, practical advice. Key duties include: - Performing detailed reviews of tax research, partnership workpapers, allocations, an...

Posted On Jul 30, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
equity Ethics family finance H-1B renewals stage wealth management
Job Tags:
equity Ethics family finance H-1B renewals stage wealth management

Chinese Business Network - Private Tax Manager Job Responsibilities... and growth. - Manage client service accounts and engagement... practical and holistic approach to meet the unique needs of private companies and their owners.... - Thrive in environments with complex...

Posted On Sep 11, 26
Full-time 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 Aug 25, 26
Full-time Experience : Min 4 yrs required
Job Tags:
equity Ethics family finance H-1B renewals stage wealth management
Job Tags:
equity Ethics family finance H-1B renewals stage wealth management

Chinese Business Network - Private Tax Manager Job Responsibilities: - Supervise,... of top-quality services. - Manage client service accounts and engagement... workstreams, focusing on strategic planning and execution. - Analyze complex business problems to develop meaningful recommendations the unique needs of private companies and...

Posted On Sep 06, 26
Full-time Experience : Min 2 yrs required
Job Tags:
Code of Conduct family finance H-1B regulatory compliance
Job Tags:
Code of Conduct family finance H-1B regulatory compliance

Tax Senior Associate - Private Companies Job Responsibilities: - Analyze complex... and compliance solutions for private companies. - Review and prepare... tax returns to support clients in meeting their tax obligations while minimizing risks of non-compliance. - Utilize analytical thinking to interpret financial data...

Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
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... Advisory - Manager Job Responsibilities: - Lead the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Provide support in wealth transfer, succession planning, and governance strategies. - Navigate...

Posted On Sep 11, 26
Full-time Experience : 8-8 yrs required
Job Tags:
acquisitions asset management criminal divestitures hedge funds Immigration Insurance M&A mergers Mergers and Acquisitions Mutual Funds partnerships portfolio companies portfolio company private equity restructuring stage
Job Tags:
acquisitions asset management criminal divestitures hedge funds Immigration Insurance M&A mergers Mergers and Acquisitions Mutual Funds partnerships portfolio companies portfolio company private equity restructuring stage

Job Title: Private Equity Mergers & Acquisitions... Manager Job Responsibilities: - Partner with private equity clients to evaluate... their portfolio and engage in buy-side and sell-side inorganic opportunities. - Evaluate portfolio company operations to identify key business issues and deploy innovative value creation...

Posted On Aug 17, 26
Full-time 19 views Experience : 4-5 yrs required
Practice Area:
Corporate - Venture Capital/Emerging Companies Corporate - M&A Corporate - Technology Transactions Corporate - Contract Law
Job Tags:
acquisitions agreements contracts corporate contracts corporate governance Corporate Law due diligence Energy entity formation Equity Compensation Litigation M&A stage Venture Capital Women
Practice Area:
Corporate - Venture Capital/Emerging Companies Corporate - M&A Corporate - Technology Transactions Corporate - Contract Law
Job Tags:
acquisitions agreements contracts corporate contracts corporate governance Corporate Law due diligence Energy entity formation Equity Compensation Litigation M&A stage Venture Capital Women

drafting NVCA-based documents, SAFEs, and convertible notes. - Manage buy-side and sell-side private acquisitions, which involves conducting... due diligence, drafting principal transaction documents, and overseeing the closing process. - Serve as outside general counsel for startups, privately held companies, and non-profit organizations,...

Posted On Jul 21, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Government and Government Relations Administrative Law Government - General
Job Tags:
criminal family Government government relations information technology Insurance
Practice Area:
Government and Government Relations Administrative Law Government - General
Job Tags:
criminal family Government government relations information technology Insurance

Title Legal Senior Regulatory Counsel Job Responsibilities The Senior Regulatory Counsel will be part of the Regulatory team, which provides essential guidance to the company and its family of products. The team ensures that the company’s innovations are compliant with...

Posted On Aug 27, 26
Full-time Experience : 1-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

law firm seeks a Private Client Services Associate with... 2-4 years of experience to join their practice group in San Jose, CA. The role involves working closely with individuals, families, and their professional advisors to achieve personal, financial, and philanthropic...

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