Private Client Jobs in Vallejo

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Posted On Aug 25, 26
Full-time 1 views Experience : Min 4 yrs required

TITLE Pro Bono Manager (Managing Attorney – Pro Bono Programs) JOB RESPONSIBILITIES The Pro Bono Manager at the organization will be responsible for overseeing and managing the recruitment, training, supervision, retention, and support of pro bono attorneys, law clerks, and...

Full-time 7 views Experience : Min 15 yrs required

THE ORGANIZATION The organization is a regional catalyst, connector, and collaborator, bringing together the resources and skills of donors, business, government, and community to tackle some of the toughest challenges in the region. It promotes philanthropy and supports philanthropists to invest...

Posted On Jul 06, 26
Full-time 4 views Experience : Min 15 yrs required

Title: General Counsel Job Responsibilities: The General Counsel at the organization is a crucial member of the Executive Leadership Team, reporting directly to the President and CEO. This role involves structuring donor and grant agreements, as the organization handles large and complex...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 yrs required

affluent families, family offices, and their private businesses or investment entities. -... Perform technical reviews 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, est...

Full-time 1 views Experience : Min 5 yrs required

Responsibilities: - Oversee and coordinate client relationships with a strong... focus on service excellence. - Lead the planning, and execution of assigned client matters and provide matter... and client support from initiation through... project. - Develop and manage client relationships, ensuring consistent and......

Posted On Sep 14, 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 15, 26
Full-time 1 views 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 15, 26
Full-time 1 views 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...

Full-time 1 views Experience : 12-12 yrs required

Title: State and Local Tax Director - HNW/Private Wealth (Residency) Job Responsibilities: - Serve as a senior strategic advisor to high net worth individuals, families, business owners, executives, and family offices on significant state income tax matters. - Lead the firm's complex residency,...

Posted On Sep 15, 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 14, 26
Full-time 2 views 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 4 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 1 views 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 1 views 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 Sep 14, 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 Sep 14, 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 Sep 15, 26
Full-time 4 views Experience : Min 2 yrs required

and Partners in managing client engagements, conducting financial due... industries. - Work directly with client leaders, private equity firms,... strategic clients,... and investment banks to perform buy-side and sell-side due diligence and other M&A tax activities. - Conduct analytical reviews of data...

Posted On Sep 15, 26
Full-time 1 views

Title: Tax Senior, Transaction Advisory Services (M&A Tax) Job Responsibilities: The Tax Senior, Transaction Advisory Services plays a crucial role in executing engagements in a timely manner and ensuring that client expectations are met or... exceeded. This role supports the national...

Posted On Sep 14, 26
Full-time 4 views Experience : 2-10 yrs required

The role involves working on both public and private projects, representing owners, designers,... contractors, and project teams. This hybrid position offers an opportunity to be part of a sophisticated and growing construction clients in construction law with land...

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