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Tax Private Client Services Jobs in Fountain Valley

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United States
Posted On Jul 14, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Corporate - General Corporate - Contract Law Trusts and Estates - General Tax - General
Job Tags:
agreements Business Law corporate governance Estate Planning estates fiduciary Litigation operating agreements pleadings Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Corporate - General Corporate - Contract Law Trusts and Estates - General Tax - General
Job Tags:
agreements Business Law corporate governance Estate Planning estates fiduciary Litigation operating agreements pleadings Probate Taxation trusts wealth transfer Wills

Attorney – Estate Planning, Tax & Business Planning About Us We... are a growing boutique law firm focused on sophisticated estate planning, taxation, trust administration, and business planning for successful individuals, families, and closely held businesses. Our practice handles complex legal matters...

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Posted On Sep 12, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing

Job Title: Private Client Services Mid-Level Associate Job... Prepare estate and gift tax returns, with a preference... for candidates having experience in this area. - Exhibit strong research, writing, and drafting abilities. - Demonstrate strong oral and written communication skills. - Serve high net...

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Posted On Sep 15, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... is responsible for providing tax compliance and consulting services... clients. This involves managing tax and consulting engagements, identifying... and addressing client needs, tax planning, and consulting opportunities.... tax...

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Posted On Sep 14, 26
Full-time 1 views Experience : 8-8 yrs required
Job Tags:
asset management Corporation criminal directors estates family finance H-1B insurance coverage LLC Partnership private client trusts Visa wealth transfer
Job Tags:
asset management Corporation criminal directors estates family finance H-1B insurance coverage LLC Partnership private client trusts Visa wealth transfer

Job Title: Tax Director - Private Client... Services Job Responsibilities: As a member of... the Private Client Services practice, the... Tax Director... is responsible for... and collaborating with multiple client service teams on engagements... for a diverse range of clients, including some...

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Posted On Sep 14, 26
Full-time 1 views Experience : 6-6 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Job Title: Tax Senior Manager - Private... Client Services Job Responsibilities: Senior Managers... in the Private Client Services (PCS) practice... are responsible for overseeing multiple engagement teams that cater to a variety of sophisticated clients. These clients may include some of the...

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Posted On Sep 22, 26
Full-time 2 views Experience : Min 7 yrs required
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation

Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: - Reviews... complex individual and other tax returns for high net... worth clients. - Identifies and performs necessary research, documenting analysis and findings. - Directly interacts with clients and their advisors. - Communicates...

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Posted On Sep 14, 26
Full-time 4 views Experience : 4-4 yrs required
Job Tags:
estates family finance H-1B insurance coverage private client Software trusts Visa wealth transfer
Job Tags:
estates family finance H-1B insurance coverage private client Software trusts Visa wealth transfer

Job Title: Manager - Private Client Services Job Description: Managers in... the Private Client Services (PCS) practice... at the company are responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some of...

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Posted On Jul 06, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Living Trusts Probate
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Living Trusts Probate

the appropriate trust type during consultations with clients. - Provide concise and effective legal consultations. - Participate in a streamlined process where estate plans are pre-sold through seminars or the inside sales team. - Review initial client intake information provided before... consultations. - En...

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Posted On Sep 24, 26
Full-time Experience : Min 8 yrs required
Practice Area:
Tax - M&A and Transactions Tax - Federal Tax - General
Job Tags:
agreements due diligence finance private equity restructuring Software
Practice Area:
Tax - M&A and Transactions Tax - Federal Tax - General
Job Tags:
agreements due diligence finance private equity restructuring Software

Job Title: Tax Senior Manager, Transaction Advisory... Services Job Responsibilities: The Tax Senior Manager in Transaction... Advisory Services is a vital team... timely manner and that client expectations are met or... Transaction Advisory Services (TAS) Tax strategy. Key duties include: -... Participating in multiple client engagement teams, foc...

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Posted On Sep 13, 26
Full-time 2 views Experience : Min 4 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions antitrust Capital Markets criminal family federal government finance fund formation Government growth equity M&A mergers Mergers and Acquisitions portfolio companies private equity spectrum stage
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions antitrust Capital Markets criminal family federal government finance fund formation Government growth equity M&A mergers Mergers and Acquisitions portfolio companies private equity spectrum stage

Corporate - M&A and Private Equity (Mid-Level/Senior) Job Responsibilities: The... within the M&A and Private Equity Practice Group, is... mergers and acquisitions and private equity transactions. The primary... responsibilities include: - Advising clients on a range of M&A engagements, from routine transactions...

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Posted On Sep 14, 26
Full-time 10 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 Job... Responsibilities: As a Tax Manager specializing in Partnerships,... advise clients on the tax implications of their business... objectives, specifically focusing on partnership-specific items. This includes, but is not limited to, section 704(b) and...

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Posted On Sep 15, 26
Full-time 2 views
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing

Job Title: Tax Managing Director, Core Tax... Services - Real Estate... Focus Job Responsibilities: The Tax Managing Director is tasked... guide clients on the tax implications of their business... alternative actions to minimize tax burdens and compliance costs... methods to adhere to tax regulations. The Tax Managing... client...

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Posted On Sep 15, 26
Full-time 1 views
Job Tags:
finance Software Taxation
Job Tags:
finance Software Taxation

Job Title: Tax Experienced Senior, Core Tax... Services Job Responsibilities: A Tax... Experienced Senior in Core... Tax Services is tasked with... skills and applying foundational tax knowledge to understand potential... tax issues. This role involves... for filing, participating in tax planning, recognizing and communicating... tax...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
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... the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical... accuracy, quality,...

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Posted On Sep 22, 26
Full-time
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing

Job Title: Tax Managing Director, Core Tax... Services Job Responsibilities: The Tax Managing... guide clients on the tax implications of their business... alternative strategies to minimize tax burdens and compliance costs.... methods for adhering to tax regulations while serving as... client contact for complex tax issues....

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Posted On Sep 29, 26
Full-time
Job Tags:
agreements due diligence finance M&A private equity restructuring Software
Job Tags:
agreements due diligence finance M&A private equity restructuring Software

Job Title: Tax Manager, Transaction Advisory Services... client to transactions pursued by private equity and strategic corporate... - Identify and analyze tax risks and opportunities, advising... both strategic and private equity buyers and sellers... on alternative tax strategies for acquisition, disposition,......

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Posted On Sep 15, 26
Full-time 7 views Experience : Min 10 yrs required
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing

Job Title: Tax Managing Director, Core Tax... Services - Real Estate... Focus Job Responsibilities: The Tax Managing Director is responsible... advising clients on the tax implications of their business... selecting actions to reduce tax burdens, and identifying compliance... methods. The Tax Managing Director acts as... tax...

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Posted On Sep 14, 26
Full-time 10 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 Experienced Tax Manager, Advanced Computational Services Job... Responsibilities: - Advising clients on tax implications related to business... analysis and allocations, section 734(b) and 743(b) adjustment calculations, and Tax Receivable Agreement (TRA) calculations. -... Utilizing knowledge and experience to understand poten...

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Posted On Sep 15, 26
Full-time 2 views Experience : Min 3 yrs required
Job Tags:
finance Software Taxation
Job Tags:
finance Software Taxation

Job Title: Tax Experienced Senior, ASC 740 Job... Prepare and review income tax provisions in compliance with... Analyze and document uncertain tax positions and related disclosures. -... preparation and review of tax footnotes for financial statements. -... Collaborate with clients to gather necessary...

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Posted On Sep 15, 26
Full-time Experience : 2-5 yrs required
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: - Serve as... to transactions pursued by private equity and strategic corporate... - Identify and analyze tax risks and opportunities while... private and sellers on alternative tax strategies for acquisition, disposition,......

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