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Tax Private Client Services Jobs in Benicia

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United States
Posted On Jul 03, 26
Full-time 7 views Experience : Min 15 yrs required
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Tax - Exempt Organization Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements contracts equity estates Ethics fiduciary Government insurance coverage Litigation partnerships trusts
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Tax - Exempt Organization Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements contracts equity estates Ethics fiduciary Government insurance coverage Litigation partnerships trusts

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 Sep 15, 26
Full-time 1 views 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

Job Title: Tax Experienced Associate - Private... Wealth/Private Client Services Job Responsibilities: - Serve as... business advisor delivering industry-focused tax advisory and compliance services,... specifically in the private wealth/private client services space. -... Provide tax... compliance and advisory services... to S-corporations, partnerships, high-net-worth......

Posted On Sep 15, 26
Full-time 1 views 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

Job Title: Tax Experienced Associate - Private... Client team by providing various tax compliance and consulting services... to industry-specific clients. - Deliver tax compliance and advisory services... market space. - Engage in tax research projects on an... array of tax issues, and assist in......

Posted On Sep 14, 26
Full-time 5 views
Job Tags:
agreements finance marketing Partnership partnerships portfolio company private equity Software Taxation
Job Tags:
agreements finance marketing Partnership partnerships portfolio company private equity Software Taxation

Job Title: Partnership Tax Managing Director, Advanced Computational... Services Job Responsibilities: - Advise clients on... tax implications of business objectives... and allocations, section 734(b) and 743(b) adjustment calculations, and Tax Receivable Agreement (TRA) calculations. -... Apply knowledge and experience to understand potential partners...

Posted On Sep 14, 26
Full-time 6 views
Job Tags:
finance Partnership partnerships portfolio company private equity Software Taxation
Job Tags:
finance Partnership partnerships portfolio company private equity Software Taxation

Job Title: Partnership Tax Manager, Advanced Computational Services... Responsibilities: As a Tax Manager specializing in partnerships,... advising clients on the tax implications of their business... decisions and specific partnership-related matters. This includes, but is not limited to, section 704(b)...

Posted On Sep 15, 26
Full-time 1 views
Job Tags:
agreements due diligence M&A Mergers and Acquisitions private equity restructuring Software Taxation
Job Tags:
agreements due diligence M&A Mergers and Acquisitions private equity restructuring Software Taxation

Job Title: Tax Senior, Transaction Advisory Services... (M&A Tax) Job Responsibilities: The Tax Senior,... Services manner and ensuring that client expectations are met or... national Transaction Advisory Services Tax strategy, which includes services... due diligence, post-deal integration, tax attribute management, and providing......

Posted On Sep 15, 26
Full-time 14 views Experience : 5-5 yrs required
Job Tags:
Affirmative Action agreements document review due diligence finance M&A marketing Mergers and Acquisitions private equity restructuring
Job Tags:
Affirmative Action agreements document review due diligence finance M&A marketing Mergers and Acquisitions private equity restructuring

Mergers and Acquisitions (M&A) Tax Job Responsibilities: As a Manager in... Mergers and Acquisitions (M&A) Tax team at the company,... and implementing transaction advisory services to clients to meet... working with a diverse client base, which includes privately... and publicly traded companies, private equity funds, mezzanine funds,......

Posted On Sep 15, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action family Partnership Software
Job Tags:
Affirmative Action family Partnership Software

Job Title: Tax Manager, Private Wealth Job Responsibilities: -... providing compliance and consulting services to high-net-worth individuals, multi-generational... family offices, and their private businesses and/or investment entities. -... estate, gift, and state tax returns. - Work on multiple... engagements that deliver proactive tax planning and strategic consulting,......

Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

Title: High Net Worth Tax Managing Director Job Responsibilities: - Lead... compliance and consulting services for high-net-worth individuals, multi-generational... family offices, and their private businesses and/or investment entities. ... estate, gift, and state tax returns. - Lead multiple... engagements that deliver proactive tax planning and strategic consulting,......

Posted On Sep 14, 26
Full-time 8 views Experience : Min 2 yrs required
Job Tags:
finance marketing Partnership partnerships portfolio company private equity Software Taxation
Job Tags:
finance marketing Partnership partnerships portfolio company private equity Software Taxation

Job Title: Partnership Tax Senior, Advanced Computational Services Job... Responsibilities: Tax Specialization: - Develop an... in-depth understanding of technical and practical issues regarding partnership taxation. - Participate in organizing and conducting effective external CPE training sessions in the area of specialization at least once...

Posted On Sep 14, 26
Full-time 4 views Experience : Min 6 yrs required
Job Tags:
finance Partnership partnerships portfolio company private equity Software Taxation
Job Tags:
finance Partnership partnerships portfolio company private equity Software Taxation

Job Title: Partnership Experienced Tax Manager, Advanced Computational Services Job... advising clients on the tax implications of their business... objectives and handling various partnership-specific items. This includes, but is not limited to, section 704(b) and taxable income allocations, capital account maintenance,...

Posted On Sep 09, 26
Full-time 8 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Job Title: Private Wealth Senior Counsel Job... and gift and estate tax issues. - Deliver high-quality,... to detail. - Work primarily with attorneys in the Financial Services & Capital Markets business... unit. - Demonstrate exceptional judgment and effectively handle m...

Posted On Sep 09, 26
Full-time 17 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

Job Title: Private Wealth Associate Job Responsibilities:... The Private Wealth Associate will be... Handling estate and gift tax matters - Conducting charitable... offices within the Financial Services & Capital Markets strategic... industry group - Demonstrating exceptional judgment and the ability...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

Title: High Net Worth Tax Managing Director Job Responsibilities: - Lead... compliance and consulting services for high-net-worth individuals, multi-generational... family offices, and their private businesses or investment entities. -... estate, gift, and state tax returns. - Lead multiple engagements... that deliver proactive tax planning and strategic consulting,......

Posted On Sep 16, 26
Full-time 21 views Experience : 8-8 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... Perform technical reviews of tax returns for high-net-worth individuals,... focusing on personal income tax returns, closely held businesses... trust, estate, and gift tax returns. - Provide consultation... personal transactions, including related tax implications, consequences, and treatment.......

Posted On Sep 03, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts

Job Title: Private Client Services Associate Attorney... Midlevel Job Responsibilities: The Private Client Services Associate Attorney... specializing in estate and tax planning, trust administration, and... with sophisticated estate and tax planning techniques. - Creating... and administering family offices. - Administering,...

Posted On Sep 10, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate and Trust Estate Planning private client Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate and Trust Estate Planning private client Wills

Job Title: Associate - Private Client Department Job Responsibilities: - Engage... in estate planning, tax planning, and other transactional... practices. - Handle high-net-worth estate and tax planning. - Manage estate and... trust administration processes. - Draft wills and trust agreements. - Demonstrate excellent drafting, writing, and...

Posted On Aug 16, 26
Full-time 73 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates gift tax Probate Taxation trusts
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates gift tax Probate Taxation trusts

Attorney Job Title Associate Attorney Job Responsibilities The Associate Attorney will be part of the Estates and Trusts practice group at a law firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing...

Posted On Sep 01, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

Job Title: ISP Senior Tax Manager, High-Net Worth Job Responsibilities: -... related entities on complex tax matters, including income tax... planning, estate and gift... Lead the review and sign-off of complex ultra-high-net-worth individual and family office tax compliance engagements, ensuring technical... ac...

Posted On Sep 21, 26
Full-time 2 views Experience : 8-8 yrs required
Practice Area:
Tax - State & Local Tax - IRS Audits and Appeals Tax - Private Client Services Tax - General
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation
Practice Area:
Tax - State & Local Tax - IRS Audits and Appeals Tax - Private Client Services Tax - General
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation

Title: State & Local Tax Senior Manager - Income... Tax & Residency Job Responsibilities: - Serve... and financial circumstances, and developing strategies to establish, maintain, or terminate residency. - Advise clients on related tax implications and documentation requirements... associated with residency changes. -...

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