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Tax Private Client Services Jobs in Rosemead

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United States
Posted On Aug 24, 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 Aug 24, 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 Aug 24, 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 06, 26
Full-time 1 views Experience : 8-8 yrs required
Job Tags:
acquisitions Affirmative Action due diligence M&A marketing Mergers and Acquisitions private equity restructuring Taxation
Job Tags:
acquisitions Affirmative Action due diligence M&A marketing Mergers and Acquisitions private equity restructuring Taxation

Title: Senior Manager, M&A Tax Job Responsibilities: The role of... Senior Manager, M&A Tax at the company involves... directly with C-suite executives to conduct financial due diligence on middle-market companies across various industries. - Collaborating with private equity firms, strategic clients,... an...

Posted On Aug 17, 26
Full-time 9 views Experience : Min 10 yrs required
Practice Area:
Tax - Private Client Services Tax - State & Local Tax - Employee Benefits & Executive Compensation Tax - Exempt Organization Tax - General
Job Tags:
Corporate Taxation Domestic Violence family Harassment Partnership private client private equity Taxation trusts
Practice Area:
Tax - Private Client Services Tax - State & Local Tax - Employee Benefits & Executive Compensation Tax - Exempt Organization Tax - General
Job Tags:
Corporate Taxation Domestic Violence family Harassment Partnership private client private equity Taxation trusts

Job Title: Tax Partner - High Net... Worth - Private Client Services Job Responsibilities: The... Tax Partner in the High... Net Worth - Private Client Services role is... responsible for providing expert tax compliance and consulting services... wealthy families, and their private businesses or investment entities.......

Posted On Aug 24, 26
Full-time Experience : Min 8 yrs required
Practice Area:
Tax - Private Client Services Tax - Exempt Organization 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
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... delivering proactive tax planning and strategic consulting,......

Posted On Sep 02, 26
Full-time 7 views Experience : 5-9 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
artists children Employment Law entertainment Estate Planning family fiduciary Insurance Litigation marketing Partnership partnerships Privacy private client Probate trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
artists children Employment Law entertainment Estate Planning family fiduciary Insurance Litigation marketing Partnership partnerships Privacy private client Probate trusts wealth transfer

Job Title: Private Client Services Associate (Mid-Level... to Senior) Job Responsibilities: The Private Client Services Associate will... be part of the Private Client Services department at... estate, and generation-skipping transfer tax planning. - Advising on California... property tax planning and residency planning... for...

Posted On Sep 08, 26
Full-time 2 views Experience : 1-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Estate Planning family Family Law health insurance inheritance Litigation Real Estate Law wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Estate Planning family Family Law health insurance inheritance Litigation Real Estate Law wealth transfer

international estate, inheritance, and tax law, analyzing European and... . legal precedents, statutes, and regulations. Shape legal strategies and ensure compliance with laws of both jurisdictions. Provide legal advice in jurisdictions of admission. - Cross-Border Case Management: Manage cases involving multiple...

Posted On Jun 24, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
estates IP Litigation partnerships private client trusts
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
estates IP Litigation partnerships private client trusts

Job Title: Tax Lawyer Job Responsibilities: - Join a... sophisticated tax practice within a nationally... deep understanding of clients' businesses and fostering long-term partnerships. - Engage in diverse and engaging cases, providing hands-on experience and client-facing opportunities. - Advise clients on... day-to-day issues, p...

Posted On Sep 12, 26
Full-time 7 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: - Join the Private Client Services group at... Prepare estate and gift tax returns (preferred experience). - Demonstrate... professionalism, judgment, and motivation in serving high net worth clientele with diverse backgrounds and personalities. - Exhibit...

Posted On Aug 17, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection community property equity Estate and Trust Estate Planning family fiduciary litigation private client wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection community property equity Estate and Trust Estate Planning family fiduciary litigation private client wealth transfer

Job Title: Private Client Services Partner Job Responsibilities: The... Private Client Services Partner is... responsible for expanding the private client practice within the... protection, wealth transfer, and tax matters. The role requires... serving as a trusted advisor to clients navigating multi-generational wealth...

Posted On Sep 03, 26
Full-time 3 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... on federal, state, and local tax returns, ensuring technical excellence... and risk management. - Proactively advise clients on tax plannin...

Posted On Sep 03, 26
Full-time 4 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... businesses by leading complex tax compliance and consulting engagements... partner-level review, oversight, and sign-off on federal, state, and local tax returns, ensuring technical excellence... and risk management. - Proactively advise clients on tax planning...

Posted On Aug 27, 26
Full-time 6 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: A Tax Manager in the Private... Client professional experience to deliver tax compliance and consulting services... primary responsibilities include managing tax and consulting engagements, addressing... client needs, and identifying tax planning and consulting opportunities.......

Posted On Aug 20, 26
Full-time 5 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

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

Posted On Aug 10, 26
Full-time
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, enhancing... and addressing client needs, tax planning, and consulting opportunities. -... gather information needed for tax return preparation. - Develop an... understanding of complex tax returns, including individual, trust,... tax...

Posted On Aug 05, 26
Full-time 1 views Experience : 4-4 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: 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 Aug 05, 26
Full-time Experience : Min 2 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

Title: Senior Associate – Private Client Services Job Responsibilities:... Senior Associates in the Private Client Services practice are... responsible for managing and supporting their team on multiple engagements for a diverse array of sophisticated clients. These clients include some of...

Posted On Aug 26, 26
Full-time 1 views Experience : 2-16 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks a Private Client Services Associate (Mid-Level... to Senior) in Los Angeles, California. This full-time, in-office position requires 5-9 strong interest in the Private Client Services industry. Candidates... An interest in technical tax practice through coursework, prior......

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