Legal Tax Private Client Services Jobs Jobs in Helotes, TX

Tax - Private Client Services Attorney / Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in San Antonio, TX

In-House • **Members Only** San Antonio, TX

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Posted On Sep 07, 26

Full-time 8 views Experience : Min 11 yrs required

Practice Area:

Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General

Job Tags:

Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Job Title: Managing Director, Tax - Private Client Job Responsibilities: The... role of Managing Director, Tax - Private Client at... aimed at providing high-level tax compliance, consulting, and planning... services multi-generational families, fiduciaries, and private foundations. The key duties... Director include: - Delivering sophisticated tax compliance and adviso...

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Attorney in San Antonio, TX

In-House • **Members Only** San Antonio, TX

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Posted On Sep 15, 26

Full-time 1 views

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... Client Services at the company... is tasked with providing tax compliance and consulting services... to high net-worth clients.... This role requires the candidate to utilize their educational...

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Attorney in San Antonio, TX

In-House • **Members Only** San Antonio, TX

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Posted On Sep 15, 26

Full-time 1 views Experience : Min 7 yrs required

Job Tags:

Corporate Taxation finance gift tax Partnership private client Software Taxation

Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: - Reviews basic to... complex individual and other tax returns. - Identifies and performs... research as needed, reporting and documenting analysis and findings. - Interacts directly with clients and their advisors. - Communicates project status...

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Attorney in San Antonio, TX

In-House • **Members Only** San Antonio, TX

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Posted On Sep 07, 26

Full-time 3 views Experience : Min 5 yrs required

Job Tags:

Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Job Title: Manager, Tax - Private Client Job Responsibilities: The... Private Client Tax Manager at the company... tasked with providing sophisticated tax compliance, consulting, and planning... services to a diverse clientele,... The responsibilities include: - Delivering tax compliance and advisory services... to individuals, partnerships, trusts,......

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Probate Attorney / Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in San Antonio, TX

Law Firm • **Members Only** San Antonio, TX

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Posted On Aug 17, 26

Full-time 1 views Experience : 2-5 yrs required

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning estates fiduciary litigation health insurance Probate probate litigation Software trusts Wills

Title: Estate Planning and Probate Attorney (Licensed in Texas) Job Responsibilities: - Represent clients in probate matters, including independent administration, dependent administration, and probate litigation. - Advise and assist clients in creating comprehensive estate plans, including wills, trusts, powers...

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Attorney in San Antonio, TX

In-House • **Members Only** San Antonio, TX

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Posted On Sep 29, 26

Full-time Experience : 1-8 yrs required

Job Tags:

asset management company policies criminal estates family hedge funds Insurance Partnership partnerships private equity Taxation trusts Venture Capital wealth transfer

Senior Manager, Family Enterprise Tax Job Responsibilities - Serve... businesses by delivering strategic tax planning, compliance, and advisory... services. - Lead and oversee... individual, gift, estate, trust, partnership, and business tax engagements, including matters involving... family-owned operating businesses, investment struc...

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Attorney in San Antonio, TX

In-House • **Members Only** San Antonio, TX

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Posted On Sep 10, 26

Full-time 1 views Experience : 5-8 yrs required

Job Tags:

company policies criminal equity family Insurance

Job Title: Tax Manager or Senior Manager... - Family Office Job Responsibilities: - Serve financial matters. - Direct tax compliance and consulting services... for multi-generational family and private-equity backed businesses through to... gift, estate, and income tax issues for ultra-high net-worth......

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Attorney in San Antonio, TX

In-House • **Members Only** San Antonio, TX

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Posted On Sep 28, 26

Full-time Experience : Min 10 yrs required

Job Tags:

family partnerships Taxation

Job Title: Tax Principal - Private Industries Job... Lead a team of tax and industry professionals to... deliver tax compliance and consulting services. -... Mentor the team to... businesses. - Deliver the company's services to fully meet clients'... full responsibility for all services provided to clients within......

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Attorney in San Antonio, TX

In-House • **Members Only** San Antonio, TX

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Posted On Sep 16, 26

Full-time

Job Tags:

acquisitions company policies Corporation criminal due diligence equity family Insurance mergers Mergers and Acquisitions Partnership partnerships spectrum Taxation

Manager, Mergers and Acquisitions Tax Job Responsibilities: - Advise clients on... of corporate and partnership tax services, focusing on planning,... deliver due diligence and tax structuring services, and effectively... communicate findings and opportunities to clients. - Execute complex partnership transactions, including buy-side and...

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Attorney in San Antonio, TX

In-House • **Members Only** San Antonio, TX

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Posted On Sep 25, 26

Full-time 1 views Experience : Min 5 yrs required

Job Tags:

criminal finance gift tax Immigration Taxation trusts wealth transfer

Job Title: Tax Manager, Global Employer Services... - Individual Tax Services, High Net Worth Job... Responsibilities: As a Tax Manager within the Individual... Tax Services - High Net... and their advisors. - Leading tax compliance and advisory engagements... involving complex individual income tax matters. - Reviewing individual tax......

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Attorney in San Antonio, TX

In-House • **Members Only** San Antonio, TX

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Posted On Sep 25, 26

Full-time 1 views Experience : Min 3 yrs required

Job Tags:

criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Job Title: Tax Senior, Global Employer Services... - Individual Tax Services, High Net Worth Job... Responsibilities: As a Tax Senior in the Individual... Tax Services – High Net... estates with their complex tax compliance and planning needs.... The principal duties include: - Preparing...

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Attorney in San Antonio, TX (Remote)

In-House • **Members Only** San Antonio, TX

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Posted On Sep 18, 26

Full-time 1 views Experience : 5-8 yrs required

Job Tags:

asset management company policies criminal Energy family Insurance private equity

fund, fund to funds, private equity, real estate) with... state and local tax compliance. - Work as... part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and presented on state income tax returns before, during, and......

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Attorney in San Antonio, TX (Remote)

In-House • **Members Only** San Antonio, TX

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Posted On Sep 21, 26

Full-time 2 views Experience : Min 2 yrs required

Job Tags:

asset management company policies criminal Energy family Insurance private equity Taxation

funds, funds of funds, private equity, and real estate,... on state and local tax issues such as compliance,... multi-state companies on state and local tax controversies, preparing clients for... discussions with auditors, representing clients at hearings and appeal meetings,...

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