Private Client Jobs in West Covina

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United States
Full-time 11 views Experience : Min 3 yrs required

Title: Tax Attorney** **Job Responsibilities:** The Tax Attorney will be responsible for handling a variety of legal matters primarily in the areas of estates, trust, tax, business, and wealth planning along with related transactions. Key responsibilities include: - Engaging in business development and...

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Full-time 3 views

Title: High Net Worth Tax Managing Director Job Responsibilities: - Lead compliance and consulting services for high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. ... - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift,...

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Full-time 4 views Experience : 3-5 yrs required

senior attorneys in drafting and negotiating transaction documents in M&A, private equity, and cross-border transactions. -... Coordinate deal closings efficiently and effectively. - Provide general corporate law advice as needed to clients. - Liaise with government authorities when required by transactions. - Actively participa...

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Posted On Sep 14, 26
Full-time 43 views Experience : Min 6 yrs required

opportunities and tuition reimbursement Employee discounts and wellness programs Private Banker - Vice President... or Executive Director - . Private Bank H1: Join... the Elite Team at **Members Only,** as a Private Banker in the ......

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Posted On Sep 23, 26
Full-time 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 complex residency, domicile, and multistate...

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Full-time 19 views Experience : 3-7 yrs required

Responsibilities: - Defending class and Private Attorneys General Act (PAGA)... claims and actions in both state and federal courts. - Conducting comprehensive document and data reviews related to wage and hour claims to identify key issues and develop case strategies. - Preparing detailed...

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

and Partners in managing client engagements by conducting financial... - Collaborate directly with client leaders and work alongside... private equity firms, strategic clients,... and investment banks to perform buy-side and sell-side due diligence, as well as other M&A tax activities....

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Posted On Sep 23, 26
Full-time Experience : 4-5 yrs required

Title: State & Local Tax Manager - Income Tax & Residency Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters, including evaluating potential residency changes, understanding clients’ personal and financial circumstances, developing strategies to...

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Posted On Sep 23, 26
Full-time Experience : 8-8 yrs required

Title: State & Local Tax Senior Manager - Income Tax & Residency Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters. This includes evaluating potential residency changes, understanding clients’ personal and financial circumstances, and...

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Posted On Sep 15, 26
Full-time 13 views Experience : 5-5 yrs required

complex financial needs, engaging with both privately held and publicly traded companies, private equity funds, mezzanine funds,... banks, and business development companies. - Direct interaction with Partners concerning client and engagement management. - Model... financial transactions for valuation, structuring, and negotiation purp...

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Posted On Sep 15, 26
Full-time 2 views

family offices, and their private businesses and/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, estate...

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Full-time 3 views Experience : Min 7 yrs required

Identify systemic issues affecting client communities and develop strategies... for impact advocacy to address them. - Lead the organization's impact advocacy efforts, which include complex litigation in both state and federal courts, as well as administrative and legislative advocacy. - Supervise and...

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Posted On Sep 08, 26
Full-time 64 views Experience : Min 4 yrs required

Title: Paralegal Job Responsibilities: Under general supervision, the Paralegal performs a wide range of complex paralegal duties, organizational support functions, and prepares legal documents in support of the Agency's General Counsel. Responsibilities include conducting extensive legal research and writing, analyzing statutes and...

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Posted On Sep 23, 26
Full-time 1 views Experience : 8-10 yrs required

Tax Senior Manager - Private Client Services Job Responsibilities:... team and foster strong client relationships, contributing to the... environment that values exceptional client service and tax expertise.... - Oversee tax planning and compliance functions for ultra-high net worth individuals and...

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Posted On Sep 23, 26
Full-time 2 views Experience : 2-15 yrs required

Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: -... Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements throughout the engagement life cycle. - Provide partner-level review, oversight,...

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Posted On Sep 23, 26
Full-time 3 views Experience : 8-8 yrs required

analysis and computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions. - Collaborate with the Private Client Services and Trust... & Estate groups on cross-border matters for individuals and families with global holdings and activities. -...

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Full-time 10 views Experience : 2-8 yrs required

have a strong background in labor and employment law, particularly within the public sector, and will demonstrate the ability to manage cases with minimal labor and employment matters for public and private cases for trial... or arbitration, includi...

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