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Tax Private Client Services Jobs in San Rafael

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United States
Posted On Sep 03, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts

Job Title: Private Client Services Associate Attorney... Midlevel Job Responsibilities: The Private Client Services Associate Attorney... specializing in estate and tax planning, trust administration, and... with sophisticated estate and tax planning techniques. - Creating... and administering family offices. - Administering,...

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Posted On Sep 10, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate and Trust Estate Planning private client Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate and Trust Estate Planning private client Wills

Job Title: Associate - Private Client Department Job Responsibilities: - Engage... in estate planning, tax planning, and other transactional... practices. - Handle high-net-worth estate and tax planning. - Manage estate and... trust administration processes. - Draft wills and trust agreements. - Demonstrate excellent drafting, writing, and...

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Posted On Aug 16, 26
Full-time 73 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates gift tax Probate Taxation trusts
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates gift tax Probate Taxation trusts

Attorney Job Title Associate Attorney Job Responsibilities The Associate Attorney will be part of the Estates and Trusts practice group at a law firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Practice Area:
Tax - Private Client Services Tax - General
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... Lead the review and sign-off of complex ultra-high-net-worth individual and family office tax compliance engagements, ensuring technical... ac...

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Posted On Aug 27, 26
Full-time 8 views Experience : 5-8 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 within the Private... Client professional experience to provide tax compliance and consulting services... The responsibilities include: - Managing tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities. -......

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Posted On Sep 03, 26
Full-time 8 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...

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Posted On Sep 08, 26
Full-time Experience : 1-4 yrs required
Job Tags:
Affirmative Action Immigration partnerships private client special projects
Job Tags:
Affirmative Action Immigration partnerships private client special projects

Job Title: Tax Experienced Associate - Private... Wealth/Private Client Services Job Responsibilities: - Serve as... the engagement team, providing tax compliance and consulting services... to clients in specific... industries. - Deliver tax compliance and advisory services... to S-corporations, partnerships, high-net-worth... middle market. - Participate in tax research projects...

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Posted On Sep 08, 26
Full-time Experience : 1-4 yrs required
Job Tags:
Affirmative Action Immigration partnerships private client special projects Taxation
Job Tags:
Affirmative Action Immigration partnerships private client special projects Taxation

Job Title: Tax Experienced Associate - Private... Wealth/Private Client Services Job Responsibilities: - Serve as... the engagement team, providing tax compliance and consulting services... within specific industries. - Deliver tax compliance and advisory services... market sector. - Engage in tax research projects on various... tax issues, draft IRS responses,......

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Posted On Sep 02, 26
Full-time Experience : 3-4 yrs required
Job Tags:
Affirmative Action partnerships private client Software special projects
Job Tags:
Affirmative Action partnerships private client Software special projects

Job Title: Tax Senior Associate - NorCal... Private Wealth/Private Client Services Job Responsibilities: -... the engagement team, providing tax compliance and consulting services... primarily to private wealth and flow-through clients. -... Deliver tax compliance and advisory services... middle-market space. - Participate in tax research proj...

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Posted On Sep 02, 26
Full-time 1 views Experience : 1-4 yrs required
Job Tags:
Affirmative Action Immigration partnerships private client special projects Taxation
Job Tags:
Affirmative Action Immigration partnerships private client special projects Taxation

Job Title: Tax Experienced Associate - NorCal... Private Wealth/Private Client Services Job Responsibilities: -... the engagement team, providing tax compliance and consulting services... to industry-specific clients. - Deliver tax compliance and advisory services... market space. - Engage in tax research projects on various... tax issues, draft IRS responses,......

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Posted On Sep 10, 26
Full-time 4 views Experience : 4-6 yrs required
Job Tags:
acquisitions agreements Capital Markets derivatives due diligence equity family Foreign Exchange Mergers and Acquisitions pension private equity restructuring spectrum
Job Tags:
acquisitions agreements Capital Markets derivatives due diligence equity family Foreign Exchange Mergers and Acquisitions pension private equity restructuring spectrum

Job Title International Tax and Transaction Services -... Transaction Tax Advisory Manager Job Responsibilities... As a Transaction Tax Advisory Manager, you will... Transactions team, focusing on tax aspects related to corporate... and private equity acquisitions, dispositions, restructurings,... and capital market...

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Posted On Jul 09, 26
Full-time 4 views Experience : Min 3 yrs required
Job Tags:
criminal estates Financial Institutions Harassment private client Software
Job Tags:
criminal estates Financial Institutions Harassment private client Software

Job Title: Client Services Executive - PCT Job... Responsibilities: The Client Services Executive is responsible... and is specifically aligned with the Trust Estates and Charitable Planning team within the Private Client and Tax division. Key... responsibilities include: -... Drafting letters and documents, collect...

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Posted On Sep 02, 26
Full-time 29 views Experience : 5-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family gift tax Living Trusts Partnership private client Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family gift tax Living Trusts Partnership private client Wills

of the Family Wealth Planning Practice Group within the Private Client Services department. The... primary responsibilities include: - Drafting comprehensive estate plans, including wills, revocable living trusts, and irrevocable trust instruments. - Engaging in sophisticated estate planning and trust administration. - Applying c...

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Posted On Sep 01, 26
Full-time Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family private client trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family private client trusts wealth transfer

multi-generational wealth planning and tax optimization strategies. This role... requires direct client contact and acting as... a key liaison between clients, their advisors, and the senior supervising partner. - Draft complex structures tailored to sophisticated client needs. - Structure and......

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Posted On Sep 02, 26
Full-time 13 views Experience : Min 8 yrs required
Practice Area:
Tax - M&A and Transactions Tax - Federal Tax - State & Local Tax - General Tax-General Practice (Transaction)
Job Tags:
Corporate Law emerging company M&A Partnership private client startup
Practice Area:
Tax - M&A and Transactions Tax - Federal Tax - State & Local Tax - General Tax-General Practice (Transaction)
Job Tags:
Corporate Law emerging company M&A Partnership private client startup

Job Title: Senior Tax Associate or Counsel Job... Responsibilities: The Senior Tax Associate or Counsel will... Client Services within the Tax Practice Group at the... federal, state, and local tax matters. The candidate will... particular expertise in partnership tax, Subchapter C, and tax......

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Posted On Aug 11, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Tax - M&A and Transactions Tax - General
Job Tags:
criminal emerging companies family federal government Financial Institutions Joint Ventures M&A private equity spectrum
Practice Area:
Tax - M&A and Transactions Tax - General
Job Tags:
criminal emerging companies family federal government Financial Institutions Joint Ventures M&A private equity spectrum

Job Title: Associate - Tax - Transactional Tax Job Responsibilities: The... Associate in the Transactional Tax practice at the law... a dynamic team of tax professionals. The primary responsibilities... multinational corporations, financial institutions, private equity funds, domestic corporations,... acquisition companies (SPACs), and tax-exempt organizations on complex tax... issues...

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Posted On Aug 11, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Tax - M&A and Transactions Tax-General Practice (Transaction) Tax - General
Job Tags:
Capital Markets criminal emerging companies family federal government Financial Institutions fund formation Joint Ventures M&A Partnership private equity spectrum
Practice Area:
Tax - M&A and Transactions Tax-General Practice (Transaction) Tax - General
Job Tags:
Capital Markets criminal emerging companies family federal government Financial Institutions fund formation Joint Ventures M&A Partnership private equity spectrum

Job Title: Associate - Tax - Transactional Tax (Senior) Job... senior associate in the Tax Department at the law... responsible for handling transactional tax matters. This includes working... and acquisitions (M&A), partnership tax issues, private equity fund... with more than 100 tax lawyers globally to address... tax...

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Posted On Sep 10, 26
Full-time 1 views Experience : Max 1 yrs required
Practice Area:
Tax - M&A and Transactions Tax - State & Local Tax - General
Job Tags:
agreements artificial intelligence company policies Computer Science criminal due diligence emerging technologies family H-1B Insurance M&A Mergers and Acquisitions private equity Software Transportation Visa
Practice Area:
Tax - M&A and Transactions Tax - State & Local Tax - General
Job Tags:
agreements artificial intelligence company policies Computer Science criminal due diligence emerging technologies family H-1B Insurance M&A Mergers and Acquisitions private equity Software Transportation Visa

Job Title: Tax Associate, State and Local... Tax - Mergers and Acquisitions... multi-disciplinary team delivering transaction-related tax due diligence and acquisition... structuring services to buyers and sellers. -... Advise private equity and commercial clients... transaction-related State and Local Tax (SALT) matters related to......

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Posted On Sep 10, 26
Full-time
Practice Area:
Corporate - M&A Corporate - Private Equity Tax - M&A and Transactions Tax - International Tax - Federal Corporate - General Tax - General
Job Tags:
acquisitions artificial intelligence Bankruptcy company policies Computer Science criminal due diligence emerging technologies equity family H-1B Insurance Joint Ventures mergers private equity restructuring Software Taxation Transportation Visa
Practice Area:
Corporate - M&A Corporate - Private Equity Tax - M&A and Transactions Tax - International Tax - Federal Corporate - General Tax - General
Job Tags:
acquisitions artificial intelligence Bankruptcy company policies Computer Science criminal due diligence emerging technologies equity family H-1B Insurance Joint Ventures mergers private equity restructuring Software Taxation Transportation Visa

Job Title: Tax Associate, Mergers and Acquisitions... Tax - JD/LLM Job Responsibilities: As... a Tax Associate in the Mergers... & Acquisitions Tax practice, the candidate will... include: - Structuring the tax aspects of domestic and... IPOs. This includes drafting tax opinions, memos, structure decks,... tax...

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Posted On Aug 02, 26
Full-time 7 views Experience : 1-12 yrs required
Practice Area:
Tax - State & Local Tax - Controversy and Dispute Resolution Tax - General
Practice Area:
Tax - State & Local Tax - Controversy and Dispute Resolution Tax - General

. State and Local Tax Associate for its San... to work with diverse clients across various industries, providing comprehensive tax tax planning and... advice to clients, including multinational corporations and private in transactional planning... and tax-advantaged business restructuring....

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