Private Client Jobs in Santa Ana

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Part-time 1 views Experience : Min 3 yrs required

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,...

Full-time 4 views Experience : Min 6 yrs required

including acquisitions, dispositions, purchase and sale agreements (PSAs), leasing, title, and financing matters. - Draft and negotiate PSAs, commercial leases, statutory development agreements, disposition and development agreements, reimbursement agreements, and other complex real estate transaction documents. - Advise public agencies, private devel...

Full-time 1 views Experience : 3-5 yrs required

area of Business. The primary responsibilities include: - Engaging in transactional work related to commercial real estate acquisitions, dispositions, leasing, and lending. - Handling litigation matters related to private and public development projects,... with a focus on: - Eminent domain and...

Full-time 1 views Experience : Min 5 yrs required

handling a wide variety of construction disputes. These responsibilities encompass managing cases from pre-litigation stages through trial and appeals. The attorney will work on cases involving both private and public works projects,... representing a diverse client base that includes contrac......

Full-time 1 views Experience : 10-10 yrs required

- Manage and oversee Private Attorneys General Act (PAGA)... claims, including class action-style lawsuits. - Ensure strategic development, legal filings, and representation in settlement negotiations or trials. - Develop and execute legal strategies tailored to PAGA claims, balancing risk, settlement...

Posted On Jun 19, 26
Full-time 18 views Experience : Min 3 yrs required

Paralegal Job Responsibilities: - Preparing and tracking subpoenas - Reviewing and summarizing medical records, employment records, and third-party vendor records - Propounding and responding to written discovery - Conducting witness interviews - Locating and coordinating expert witnesses - Trial preparation - Meeting a billable hour requirement of 1560...

Posted On Jun 19, 26
Full-time 20 views Experience : 1-3 yrs required

Title: Legal Secretary Job Responsibilities: - Manage and organize legal documents, including filing, scanning, and maintaining case files. - Assist attorneys with legal case management tasks, ensuring all deadlines are met. - Prepare and proofread legal documents such as pleadings, motions, and correspondence. - Schedule...

Posted On Jun 29, 26
Full-time 7 views Experience : Min 3 yrs required

Paralegal Job Responsibilities: - Preparing and tracking subpoenas - Reviewing and summarizing medical records, employment records, and third-party vendor records - Propounding and responding to written discovery - Conducting witness interviews - Locating and coordinating expert witnesses - Trial preparation - Billable hour requirement of 1560 per year...

Full-time 1 views Experience : 4-6 yrs required

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......

Full-time 18 views

Provide tailored legal advice and solutions. - Develop and implement tax strategies to minimize clients’ tax liabilities, including income, estate, and gift taxes. - Draft and review revocable trusts, irrevocable trusts, wills, deeds, and powers of attorney, particularly for high net-worth client...

Full-time 17 views Experience : Min 3 yrs required

Title: Attorney, Tax & Estate Planning Job Responsibilities: - Handle advanced estate and income tax planning matters for high?net?worth clients. - Draft highly customized foundational and advanced estate planning documents. - Meet with clients and provide guidance on the design and structure of revocable...

Part-time 3 views

Title: Part Time Law Lecturer for LLM/Grad Tax 2026-2027 Job Responsibilities: The **Members Only,** is seeking qualified lecturers for its Master of Laws Program, which includes both the American Law . Program and the Graduate Tax Program. Lecturers will be responsible for teaching...

Part-time 2 views

Title: Part Time Law Lecturer for LLM/Grad Tax 2026-2027 Job Responsibilities: The **Members Only,** is seeking qualified lecturers to teach courses in its Master of Laws Program, which includes both the American Law . Program and the Graduate Tax Program. The responsibilities for...

Posted On Aug 31, 26
Full-time 3 views Experience : 6-6 yrs required

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...

Posted On Aug 20, 26
Full-time 7 views Experience : 5-5 yrs required

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...

Full-time 17 views Experience : 2-3 yrs required

Job Title: M&A and Private Equity Associate Job Responsibilities: The M&A... and Private Equity Associate will be... highly motivated and possess superior communication skills. The associate will collaborate with clients and other team members to ensure successful deal execution and client sati...

Posted On Jul 01, 26
Full-time 2 views Experience : 4-20 yrs required

team in Santa Ana, CA. The firm provides comprehensive legal services in real estate transactions for a diverse clientele, including public entities, corporate clients, private developers, and non-profit ... sophisticated commercial real estate transactions, including acquisitions and and negot...

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