Post Jobs Upload Your Resume Log in

Tax Private Client Services Jobs in Upland

5 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. California
  4. Upland
  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

Sign Up

United States
Posted On Jul 20, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
equity estates Government marketing Software Taxation
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
equity estates Government marketing Software Taxation

Job Title: Tax Expert - TurboTax Store Job... clients through proactive outreach and participation in local marketing events. - Provide hands-on tax advice and complete preparation... services for TurboTax clients, handling... a range of tax situations from simple to... complex. - Facilitate disco...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 30, 26
Full-time 2 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Business Law Estate Planning family fiduciary gift tax Insurance LLC Partnership restructuring Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Business Law Estate Planning family fiduciary gift tax Insurance LLC Partnership restructuring Taxation trusts wealth transfer Wills

Title Senior Estate Planning Attorney Job Responsibilities - Design, draft, and implement advanced estate plans for ultra-high-net-worth individuals and families. This includes creating irrevocable dynasty trusts (IDITs), spousal lifetime access trusts (SLATs), charitable remainder unitrusts (CRUTs), intentionally defective grantor trusts...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 23, 26
Full-time 1 views Experience : 8-10 yrs required
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts

Job Title: Tax Senior Manager - Private... Client Services Job Responsibilities: -... team and foster strong client relationships, contributing to the... environment that values exceptional client service and tax expertise.... - Oversee tax... planning and compliance functions... for ultra-high net...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 23, 26
Full-time 2 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... federal, state, and local tax returns, ensuring technical excellence... and risk management. - Proactively advise clients on tax planning oppor...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 23, 26
Full-time 3 views Experience : 8-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

Senior Manager - International Tax (Individuals) Job Responsibilities: - Review international... tax compliance forms and collaborate... with a dedicated international tax team. - Prepare analysis and... positions. - Collaborate with the Private Client Services and Trust... & Estate groups on cross-border matters for individuals...

Sign In or Sign Up in seconds to view this job on LawCrossing.

By Employer Type

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