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Tax Private Client Services Jobs in Dana Point

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United States
Posted On Jul 21, 26
Full-time 14 views Experience : Min 5 yrs required
Practice Area:
Corporate - M&A Corporate - Venture Capital/Emerging Companies
Job Tags:
acquisitions banking contracts corporate governance Corporate Law corporate transactions ERISA fund formation Insurance Intellectual Property M&A mergers
Practice Area:
Corporate - M&A Corporate - Venture Capital/Emerging Companies
Job Tags:
acquisitions banking contracts corporate governance Corporate Law corporate transactions ERISA fund formation Insurance Intellectual Property M&A mergers

in M&A transactions. - Counsel private companies on contracts, corporate... Take an active role in managing client relationships. Education and Experience Information: -... Candidates must be active attorneys licensed in the state of California. - Must have at least five years of significant ex...

Posted On Aug 18, 26
Part-time 3 views
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment

Law Lecturer for LLM/Grad Tax 2026-2027 Job Responsibilities: The **Members Only,** is... Program and the Graduate Tax Program. Lecturers will be... responsible for teaching courses that may include Advanced Estate Planning, among other subjects relevant to the expertise of experienced practitioners or academics....

Posted On Sep 22, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... Manager in the Private Tax sector, the primary responsibilities... delivering personal and private tax advice and compliance support... families, and owners of private wealth. The role involves... private...

Posted On Jul 07, 26
Full-time 18 views
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General
Job Tags:
Affirmative Action agreements contracts Estate Planning Practice of Law Probate Taxation trusts Wills Women
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General
Job Tags:
Affirmative Action agreements contracts Estate Planning Practice of Law Probate Taxation trusts Wills Women

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...

Posted On Aug 18, 26
Part-time 2 views
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
Affirmative Action agreements Collective Bargaining Estate Planning Harassment higher education local government sexual assault Sexual Harassment

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... this position include: -...

Posted On Sep 22, 26
Full-time 7 views Experience : 5-5 yrs required
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer

Private Client Services - Tax Manager Job Responsibilities: As a Tax... Manager in the Private... Client providing personal and private tax advice and compliance support... families, and owners of private wealth. Key responsibilities include: -... the delivery of tailored tax advice and compliance solutions......

Posted On Jul 10, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Tax - Controversy and Dispute Resolution Tax - IRS Audits and Appeals Tax - General
Job Tags:
Government health insurance Profit Sharing
Practice Area:
Tax - Controversy and Dispute Resolution Tax - IRS Audits and Appeals Tax - General
Job Tags:
Government health insurance Profit Sharing

ATTORNEY – Tax Experience About Us With over... are experts in resolving tax issues at both federal... backgrounds in government and private practice, they offer practical... and cost-effective solutions for tax disputes, both in and... team by advising on tax-related matters, conducting legal r......

Posted On Jul 03, 26
Full-time 20 views Experience : Min 8 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - M&A Corporate - Contract Law Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Finance - General Corporate - General
Job Tags:
advertising agreements Commercial Contracts company policies corporate governance criminal entertainment equity Equity Compensation finance Insurance M&A Partnership SEC filings Securities shareholders stock exchange
Practice Area:
Corporate - Securities and Capital Markets Corporate - M&A Corporate - Contract Law Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Finance - General Corporate - General
Job Tags:
advertising agreements Commercial Contracts company policies corporate governance criminal entertainment equity Equity Compensation finance Insurance M&A Partnership SEC filings Securities shareholders stock exchange

Equity, Business Development, and Client Services on complex, high-impact... matters, delivering practical, business-focused legal solutions. - Advise on corporate and securities law matters for a public company, including preparation and review of SEC filings such as registration statements, Forms 10-K, 10-Q,...

Posted On Sep 18, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

Job Title: Tax Senior Manager - Private... spectrum of business and tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. - Manage and... This includes the planning and execution of client tax engagements. - Collaborate with... specialists...

Posted On Sep 18, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

Job Title: Tax Manager - Private Company Job... spectrum of business and tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. - Manage and... This includes the planning and execution of client tax engagements. - Collaborate with... specialists regardin...

Posted On Sep 15, 26
Full-time Experience : Min 10 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 Principal 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 15, 26
Full-time 1 views
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 18, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

Job Title: Tax Manager – Family Office Job... Responsibilities: As a Tax Manager within the Family... include: - Providing a full spectrum of tax services such as structuring... and modeling, succession planning, wealth transfer planning, and tax compliance. - Managing and overseeing... the enga...

Posted On Aug 24, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management

Job Title: Tax Manager - Private Partnership... provide high-quality deliverables. - Manage client service accounts and lead... a practical and holistic approach tailored to the unique needs of private companies and their owners. -... Thrive in environments with complex transactions, requiring a...

Posted On Aug 25, 26
Full-time 3 views Experience : Min 8 yrs required
Job Tags:
equity Ethics family finance H-1B stage wealth management
Job Tags:
equity Ethics family finance H-1B stage wealth management

Job Title: Tax Director - Private Companies Job... and implementation of impactful private company services. - Set strategic... significant decisions. - Maintain executive-level client relationships. - Shape client engagements... to ensure business growth. - Mentor and develop future leaders within the department. - Foster a culture...

Posted On Sep 22, 26
Full-time 1 views
Job Tags:
Capital Markets family finance pension spectrum Taxation Transportation
Job Tags:
Capital Markets family finance pension spectrum Taxation Transportation

Job Title: USA - Tax - ITTS - International... Tax (ICTA) - JD/LLM -... intern in the International Tax and Transaction Services (ITTS)... evolving challenges faced by private capital investors and multinational... companies amid changing tax and trade regulations, increased... tax risk, and reputational pressures.......

Posted On Sep 18, 26
Full-time 2 views Experience : Min 4 yrs required
Job Tags:
Bankruptcy Domestic Violence due diligence family Harassment limited liability companies M&A Mergers and Acquisitions Partnership partnerships private equity S Corporations Transportation Visa Workouts
Job Tags:
Bankruptcy Domestic Violence due diligence family Harassment limited liability companies M&A Mergers and Acquisitions Partnership partnerships private equity S Corporations Transportation Visa Workouts

Job Title: Tax Supervisor - Federal Mergers... delivers due diligence and tax structuring services, communicating findings... members of the M&A Tax practice with various technical... tax issues involving consolidated returns,... S Corporations, partnerships, and limited liability companies. - Aid clients with...

Posted On Sep 10, 26
Full-time 5 views Experience : 5-7 yrs required
Job Tags:
company policies criminal family financial products Insurance partnerships REITs S Corporations Taxation
Job Tags:
company policies criminal family financial products Insurance partnerships REITs S Corporations Taxation

Manager/Senior Manager, Washington National Tax - Passthroughs Job Responsibilities:... in the Washington National Tax (Passthroughs, Incentives, Methods, Credits)... for a variety of tax consulting services. Key duties... include: - Providing tax consulting services to a... - Collaborating closely with tax professionals in ot...

Posted On Aug 19, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
acquisitions due diligence family finance private equity
Job Tags:
acquisitions due diligence family finance private equity

Title: Manager/Director - Transaction Tax Job Responsibilities: - Manage... team members. - Develop client relationships by delivering a... full range of tax due diligence, structuring, modeling,... acquisitions and dispositions by private equity investor groups, family... - Collaborate with specialty tax groups...

Posted On Aug 19, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
acquisitions due diligence family finance private equity
Job Tags:
acquisitions due diligence family finance private equity

Signing Director - Transaction Tax Job Responsibilities: - Manage and develop... mentoring team members. - Develop client relationships by delivering a... full range of tax due diligence, structuring, modeling,... acquisitions and dispositions by private equity investor groups, family... offices, and strategic buyers. - Collaborate...

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