Post Jobs Upload Your Resume Log in

Tax Private Client Services Jobs in Rancho Santa Fe

47 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. California
  4. Rancho Santa Fe
  5. Tax Private Client Services

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Create a Job Alert for this Search

United States
Posted On Sep 23, 26
Full-time Experience : 2-5 yrs required
Practice Area:
Municipal Law Transactions - Land Use, Employment, etc.
Job Tags:
Agency Law agreements Brown Act Case Law Collective Bargaining construction contracts Education Law election law health insurance Insurance Labor and Employment ordinances Public Sector Labor Relations
Practice Area:
Municipal Law Transactions - Land Use, Employment, etc.
Job Tags:
Agency Law agreements Brown Act Case Law Collective Bargaining construction contracts Education Law election law health insurance Insurance Labor and Employment ordinances Public Sector Labor Relations

districts in San Diego County longer than any other local firm, providing continuity and deep regional knowledge. Its education practice serves public and charter schools, community college districts, educational auxiliary organizations, and other public and private clients across California. ......

Posted On Sep 02, 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:
Estate Planning estates family gift tax Harassment Immigration Litigation mental capacity Partnership private client trusts
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family gift tax Harassment Immigration Litigation mental capacity Partnership private client trusts

Title Associate, Private Client & Tax Job Responsibilities The role of an... the Private Client & Tax team involves substantial engagement... in complex estate planning and administration matters. The associate will work closely with partners, paralegals, and other associates, acting as both an...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Practice Area:
Tax - Private Client Services 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 or investment entities. ... estate, gift, and state tax returns. - Lead multiple... engagements that deliver proactive tax planning and strategic consulting,......

Posted On Aug 17, 26
Full-time 1 views Experience : Max 3 yrs required
Practice Area:
Tax - IRS Audits and Appeals Tax - Controversy and Dispute Resolution Tax - State & Local Tax-General Practice (Transaction) Tax - Private Client Services Tax - General
Job Tags:
agreements appeals equity finance Litigation
Practice Area:
Tax - IRS Audits and Appeals Tax - Controversy and Dispute Resolution Tax - State & Local Tax-General Practice (Transaction) Tax - Private Client Services Tax - General
Job Tags:
agreements appeals equity finance Litigation

Job Title: Junior Tax Associate Job Responsibilities: - Engage in... client-facing interactions from day one,... a wide range of tax-related tasks including IRS and... California audits across income, employment, and sales tax. - Participate in collections work,... including installment agreements, Offers in Compromi...

Posted On Sep 12, 26
Full-time 11 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... Responsibilities: The Private Client Services Mid-Level Associate... responsible for providing legal services to high net worth... Preparing estate and gift tax returns (preferred) The candidate... must demonstrate professionalism, judgment, and motivation to serve...

Posted On Sep 15, 26
Full-time 4 views
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: - Manage tax and consulting engagements, identifying... and addressing client needs, tax planning, and consulting opportunities. -... gather information needed for tax return preparation. - Review individual,... foundation, partnership, and gift tax returns, providing feedback to......

Posted On Aug 10, 26
Full-time 1 views
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 Experienced Senior, Private Client... Services Job Responsibilities: - Participate in tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities. -... gather necessary information for tax return preparation. - Develop an... foundation, partnership, and gift tax returns across Federal and......

Posted On Sep 22, 26
Full-time
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: The Tax Senior Manager, Private Client... Services is responsible for providing... tax compliance and consulting services... to high net worth... clients. This role income, estate and gift tax, wealth retention strategies, and......

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... at the company are responsible for overseeing multiple engagement teams for a diverse array of sophisticated clients. These clients may include...

Posted On Sep 14, 26
Full-time 5 views Experience : 4-4 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client Software trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client Software trusts Visa wealth transfer

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

Posted On Sep 24, 26
Full-time
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... responsible for ensuring that client engagements are completed timely... and that client expectations are met or... of the national TAS Tax strategy. Key duties include:... client...

Posted On Sep 25, 26
Full-time 27 views Experience : Min 4 yrs required
Practice Area:
Finance - General Finance - Banking
Job Tags:
acquisition finance banking Capital Markets equity family finance Financial Institutions lending leveraged buyouts M&A mezzanine loans private equity restructuring
Practice Area:
Finance - General Finance - Banking
Job Tags:
acquisition finance banking Capital Markets equity family finance Financial Institutions lending leveraged buyouts M&A mezzanine loans private equity restructuring

Job Title: Associate - Private Equity Finance (Borrower Side)... Responsibilities: The Associate in the Private Equity Finance Practice at... firm's operations in borrower-side private credit, acquisition finance, and... providers, including banks, financial institutions, and private credit funds, as well... as...

Posted On Sep 25, 26
Full-time 26 views Experience : 2-10 yrs required
Practice Area:
Litigation - Financial Services - Defense Litigation - Mergers & Acquisitions/Hostile Takeovers - Defense Litigation - Securities Litigation - Defense
Job Tags:
corporate governance criminal directors emerging companies family Financial Institutions Government hostile takeovers IPO Litigation M&A PCAOB pleadings professional liability Proxy Contests Public Company Accounting Oversight Board Securities Securities Fraud securities litigation stage trials warranty
Practice Area:
Litigation - Financial Services - Defense Litigation - Mergers & Acquisitions/Hostile Takeovers - Defense Litigation - Securities Litigation - Defense
Job Tags:
corporate governance criminal directors emerging companies family Financial Institutions Government hostile takeovers IPO Litigation M&A PCAOB pleadings professional liability Proxy Contests Public Company Accounting Oversight Board Securities Securities Fraud securities litigation stage trials warranty

Title: Associate - Litigation & Trial - Securities and M&A Litigation Job Responsibilities: The role of an Associate in the Litigation Department, specifically within the Securities and M&A Litigation practice group, involves engaging in a variety of complex legal disputes and litigation...

Posted On Sep 25, 26
Full-time 21 views Experience : 1-10 yrs required
Practice Area:
Finance - General Finance - Banking
Job Tags:
acquisition finance banking Capital Markets equity family finance Financial Institutions lending leveraged buyouts M&A mezzanine loans private equity restructuring
Practice Area:
Finance - General Finance - Banking
Job Tags:
acquisition finance banking Capital Markets equity family finance Financial Institutions lending leveraged buyouts M&A mezzanine loans private equity restructuring

Job Title: Associate - Private Equity Finance (Borrower Side) Job... an Associate in the Private Equity Finance Practice at... of the Banking & Private Credit sector. The primary... include: - Advising borrowers on private credit, acquisition finance, and... complexities of syndicated and private credit markets, providing str......

Posted On Sep 01, 26
Full-time 4 views Experience : 1-3 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Energy and Oil & Gas - Transactional Electric Power - Transactional Energy - Renewables - Transactional Corporate - General Energy and Oil & Gas - General
Job Tags:
contracts corporate transactions developers Energy equity Financial Institutions Insurance Joint Ventures M&A Mergers and Acquisitions project development project finance trials
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Energy and Oil & Gas - Transactional Electric Power - Transactional Energy - Renewables - Transactional Corporate - General Energy and Oil & Gas - General
Job Tags:
contracts corporate transactions developers Energy equity Financial Institutions Insurance Joint Ventures M&A Mergers and Acquisitions project development project finance trials

Title: Corporate Energy Associate Job Responsibilities: - Conduct thorough legal research and analysis to support transaction preparation and strategy. - Draft well-written and reasoned legal documents, including memos, contracts, and correspondence. - Assist and manage a variety of complex transactions from inception to resolution,...

Posted On Sep 15, 26
Full-time 17 views
Job Tags:
appeals finance marketing Software Taxation Transfer Pricing
Job Tags:
appeals finance marketing Software Taxation Transfer Pricing

Job Title: Tax Experienced Manager, Corporate/ASC 740... Focus Job Responsibilities: The Tax Experienced Manager, Core Tax... Services is tasked with... advising clients on tax implications related to their... objectives, aiming to minimize tax burdens and compliance costs.... methods to comply with tax regulations, and serving as... tax...

Posted On Sep 14, 26
Full-time 3 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 within the Partnerships... include advising clients on tax implications related to their... business goals and partnership-specific matters. These matters encompass various complex areas such as section 704(b) and...

Posted On Sep 15, 26
Full-time 3 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... advising clients on the tax implications of their business... alternative actions to reduce tax burdens and compliance costs,... methods of complying with tax regulations, and serving as... tax...

Posted On Sep 15, 26
Full-time 5 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 plays a... advising clients on the tax implications of their business... client contact for complex tax issues, applying industry-specific knowledge... to lessen tax burdens and ensure compliance. -... tax...

Posted On Sep 15, 26
Full-time 1 views
Job Tags:
finance hedge funds partnerships private equity Software Taxation Venture Capital
Job Tags:
finance hedge funds partnerships private equity Software Taxation Venture Capital

Job Title: Tax Managing Director, Alternative Investments Job... authorities while minimizing their tax and reporting burdens. - Ensure... self and client service teams comply with... policies, standards, and the Tax Quality Manual. - Apply understanding... to prepare required filings (tax returns) using a review......

By Employer Type

In-House Law Firm
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend