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Tax Private Client Services Jobs in Diamond Bar

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United States
Posted On Sep 23, 26
Full-time 1 views Experience : 8-10 yrs required
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts

Job Title: 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...

Posted On Sep 23, 26
Full-time 2 views Experience : 2-15 yrs required
Job Tags:
family Financial Institutions private client special projects Taxation
Job Tags:
family Financial Institutions private client special projects Taxation

Job Title: Tax Partner - Private Client... Services (PCS) Job Responsibilities: - Serve as... businesses by leading complex tax compliance and consulting engagements... federal, state, and local tax returns, ensuring technical excellence... and risk management. - Proactively advise clients on tax planning oppor...

Posted On Sep 23, 26
Full-time 3 views Experience : 8-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

Senior Manager - International Tax (Individuals) Job Responsibilities: - Review international... tax compliance forms and collaborate... with a dedicated international tax team. - Prepare analysis and... positions. - Collaborate with the Private Client Services and Trust... & Estate groups on cross-border matters for individuals...

Posted On Jul 20, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
equity estates Government marketing Software Taxation
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
equity estates Government marketing Software Taxation

Job Title: Tax Expert - TurboTax Store Job... clients through proactive outreach and participation in local marketing events. - Provide hands-on tax advice and complete preparation... services for TurboTax clients, handling... a range of tax situations from simple to... complex. - Facilitate disco...

Posted On Jul 30, 26
Part-time 1 views Experience : Min 3 yrs required
Practice Area:
Tax - General Tax - Federal Tax - Private Client Services Tax - State & Local
Job Tags:
Affirmative Action criminal equity fraud Government marketing Privacy Software Taxation
Practice Area:
Tax - General Tax - Federal Tax - Private Client Services Tax - State & Local
Job Tags:
Affirmative Action criminal equity fraud Government marketing Privacy Software Taxation

Job Title: Tax Expert - TurboTax Store Job... outreach. - Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. - Provide hands-on tax advice and complete preparation... services for TurboTax clie...

Posted On Sep 15, 26
Full-time 3 views
Practice Area:
Tax - Private Client Services Tax - Exempt Organization Tax-General Practice (Transaction) Tax - General
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Practice Area:
Tax - Private Client Services Tax - Exempt Organization Tax-General Practice (Transaction) Tax - General
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 Jul 20, 26
Full-time 11 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
business immigration contracts Estate Planning estates Probate trusts
Practice Area:
Tax - Private Client Services Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
business immigration contracts Estate Planning estates Probate trusts

**Job Title: Tax Attorney** **Job Responsibilities:** The Tax Attorney... areas of estates, trust, tax, business, and wealth planning... along with related transactions. Key responsibilities include: - Engaging in business development and meeting with prospective clients for consultations on tax planning and estate planning......

Posted On Sep 15, 26
Full-time 13 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: - Develop and implement... transaction advisory services to meet clients' complex... and publicly traded companies, private equity funds, mezzanine funds,... interaction with Partners concerning client and engagement management. - Model... financial transactions for valuation, structuring, and...

Posted On Sep 15, 26
Full-time 2 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 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 23, 26
Full-time 2 views Experience : 4-5 yrs required
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation

Title: State & Local Tax Manager - Income Tax... & Residency Job Responsibilities: - Serve... and financial circumstances, developing strategies to establish, maintain, or terminate residency, and advising on related tax implications and documentation requirements. -... Lead and manage state residency and ind...

Posted On Sep 23, 26
Full-time 1 views Experience : 8-8 yrs required
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation
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... personal and financial circumstances, and developing strategies to establish, maintain, or terminate residency. Advise on related tax implications and documentation requirements. -... Lead and manage state residenc...

Posted On Sep 23, 26
Full-time 1 views Experience : 12-12 yrs required
Job Tags:
Affirmative Action appeals family finance spectrum Taxation
Job Tags:
Affirmative Action appeals family finance spectrum Taxation

Title: State and Local Tax Director- HNW/Private Wealth (Residency) Job... Responsibilities: - Serve as a senior strategic advisor to high net worth individuals, families, on significant state income tax matters. - Lead complex residency,... and multistate individual income tax matters, including planning engagements,......

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 Sep 28, 26
Full-time 2 views Experience : 5-5 yrs required
Practice Area:
Tax - State & Local Tax - Controversy and Dispute Resolution 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 - Controversy and Dispute Resolution Tax - Private Client Services Tax - General
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation

Title: State & Local Tax Manager - Income Tax... & Residency Job Responsibilities:... personal and financial circumstances, developing strategies to establish, maintain, or terminate residency, and advising on related tax implications and documentation requirements.... - Lead and manage state residency...

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,...

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