Private Client Jobs in San Ramon

469 jobs

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Create a Job Alert for this Search

United States
Posted On Aug 31, 26
Full-time 21 views Experience : 8-8 yrs required

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

Full-time 11 views Experience : 4-5 yrs required

D. Responsibilities include drafting NVCA-based documents, SAFEs, and convertible notes. - Private M&A: Manage both buy-side... and sell-side private acquisitions. This involves conducting... due diligence, drafting principal transaction documents, and overseeing the closing process. - General Corporate Governance: Act as outside general...

Full-time 12 views Experience : Min 4 yrs required

Title: Family Law Associate Job Responsibilities: - Represent clients in all aspects of family law cases, addressing issues such as complex financial matters, custody disputes, and domestic violence. - Draft pleadings, discovery requests, and other legal documents with precision and attention to detail. -...

Full-time 16 views Experience : Min 8 yrs required

and Housing Act), Title VII, and related common law claims. - Defend class and PAGA (Private Attorneys General Act) action... cases. - Handle trade secret and unfair competition actions. - Defend wage and hour claims. - Represent clients before state and federal administrative...

Full-time 14 views Experience : Min 8 yrs required

Title Senior Counsel-Employment Law Job Responsibilities The Senior Counsel – Field Operations & Employment Law plays a crucial role within the company’s legal team. The position is responsible for providing practical, timely, and high-quality legal advice to assigned clients. The...

Posted On Aug 27, 26
Full-time 19 views Experience : 12-18 yrs required

Job Title: Private Client Advisor II Job Responsibilities:... The Private Client Advisor II is... new clients, deepening existing client relationships, and expanding both... responsibilities include leading the Client Management Process and collaborating... to offer a Branded Client Experience. This involves providing......

Posted On Sep 08, 26
Full-time Experience : 1-4 yrs required

Tax Experienced Associate - Private Wealth/Private Client Services Job Responsibilities: -... services, specifically in the private wealth/private client services space. -... Provide tax compliance and advisory services to S-corporations, partnerships, high-net-worth (HNW) and ultra-high-net-worth (Ultra-HNW) individuals, and corporations ranging from small to middle...

Posted On Sep 08, 26
Full-time Experience : 1-4 yrs required

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

Posted On Aug 24, 26
Full-time 4 views Experience : Min 5 yrs required

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

Posted On Sep 07, 26
Full-time Experience : Min 6 yrs required

Job Title . Private Bank - Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business... assets, both from existing client base and new client... acquisition. - Advise clients... on...

Full-time 1 views Experience : 1-2 yrs required

Title: Government Associate (1-2 Years of Experience) Job Responsibilities: The Government Associate will be responsible for assisting with legal matters for public agency clients, which include tasks such as managing competitive bidding and procurement, public works contracting, and alternative project delivery. The...

Full-time 12 views Experience : 3-6 yrs required

includes substantial involvement in wage and hour disputes, Private Attorneys General Act (PAGA)... claims, and class action lawsuits. The associate will engage in litigation, mediation, and negotiation processes on behalf of management clients. The role requires navigating complex legal issu...

Full-time Experience : 3-6 yrs required

involvement in wage and hour cases, Private Attorneys General Act (PAGA)... matters, and class actions. The associate will be expected to manage complex legal issues, litigate, mediate, and negotiate on behalf of clients. The role requires a focus on bu...

Full-time Experience : 10-12 yrs required

Title: Assistant General Counsel - Growth and Project Development Job Responsibilities: - Plan, conduct, and supervise complex legal assignments related to the development and construction of natural gas-fired power plants, battery storage facilities, solar farms, and carbon capture and sequestration...

Posted On Aug 27, 26
Full-time 5 views

Title: Partnership Tax Managing Director, Advanced Computational Services Job Responsibilities: - Advise clients on tax implications of business objectives and partnership-specific items, including section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations,...

Posted On Aug 27, 26
Full-time 6 views

Title: Partnership Tax Manager, Advanced Computational Services Job Responsibilities: As a Tax Manager specializing in partnerships, the primary responsibilities involve advising clients on the tax implications of their business decisions and specific partnership-related matters. This includes, but is...

Posted On Jul 27, 26
Full-time 8 views Experience : 3-8 yrs required

of experience in a private firm setting, with a... strong interest in advising clients on a wide range of family law issues. The role involves representing clients in court and mediations, drafting legal documents, and collaborating with the family law...

Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend