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Tax Private Client Services Jobs in West Linn

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United States
Posted On Sep 23, 26
Full-time 26 views Experience : 5-10 yrs required
Practice Area:
Corporate - M&A Corporate - Contract Law Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Corporate - General Tax - General
Job Tags:
Estate Planning
Practice Area:
Corporate - M&A Corporate - Contract Law Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Corporate - General Tax - General
Job Tags:
Estate Planning

Act as trusted advisors to clients by understanding their unique goals, operations, and vision for the future. - Offer a wide range of services in business transitions, succession... planning, corporate matters, real estate, executive compensation, tax, and estate planning. - Deliver... b...

Posted On Aug 25, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Tax-General Practice (Transaction) Tax - Private Client Services Tax - General
Job Tags:
Code of Conduct family finance H-1B Partnership
Practice Area:
Tax-General Practice (Transaction) Tax - Private Client Services Tax - General
Job Tags:
Code of Conduct family finance H-1B Partnership

Job Title: Partner Tax Preparation Advisor Senior Manager Job... Responsibilities: - Provide tax compliance and planning guidance... Innovate processes to enhance tax reporting and compliance. - Manage... partnership K-1 income, state tax credits, and composite returns. -... Lead and collaborate with team members virtually...

Posted On Sep 12, 26
Full-time 17 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... for working within the Private Client Services group, focusing... Preparing estate and gift tax returns, with a preference... for candidates who have prior experience in this area. - Demonstrating strong research, writing, and...

Posted On Sep 15, 26
Full-time 17 views Experience : 4-5 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: At Company, we are... we expand our M&A Tax practice, we are looking... Manager to our M&A Tax team at any of... and implementing transaction advisory services to meet the complex... of our clients. Our client base includes priv...

Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... a Manager in Private Tax, you will play a... providing personal and private tax advice and compliance support... private the delivery of tailored tax advice and compliance solutions......

Posted On Sep 17, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer
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. - Lead tax compliance and advisory engagements... involving complex individual income tax matters. - Review individual tax......

Posted On Sep 15, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action family Partnership Software
Job Tags:
Affirmative Action family Partnership Software

Job Title: Tax Manager, Private Wealth Job Responsibilities:... providing compliance and consulting services to high-net-worth individuals, multi-generational... family offices, and their private businesses and/or investment entities.... estate, gift, and state tax returns. - Work on... engagements that deliver proactive tax planning and strategic consulting,......

Posted On Sep 15, 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

Job Title: Private Wealth 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 17, 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 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 within the company’s... Individual Tax Services – High Net... state, and local individual tax returns and related workpapers.... - Supporting tax compliance engagements for high-net-worth......

Posted On Sep 10, 26
Full-time 8 views
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

Manager or Senior Manager, Tax - SALT Asset Management Job... fund, fund to funds, private equity, real estate) with... state and local tax compliance. - Work as... part of a multi-disciplinary team presented on state income tax returns before, during, and......

Posted On Sep 10, 26
Full-time 5 views Experience : Min 2 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity Taxation
Job Tags:
company policies criminal Energy family Insurance private equity Taxation

Associate, State & Local Tax - Financial Services Job... fund, fund to funds, private equity, real estate) with... state and local tax issues including compliance, advising,... on state and local tax controversies, which involves preparing... clients for discussions with auditors,...

Posted On Sep 10, 26
Full-time 6 views Experience : 5-5 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity
Job Tags:
company policies criminal Energy family Insurance private equity

Manager, State & Local Tax - Financial Services Job Responsibilities: -... funds, funds of funds, private equity, and real estate. -... subject matter expertise and alternative investment industry knowledge and experience. - Review tax calculations and information presented... on state income tax returns. -...

Posted On Sep 11, 26
Full-time 2 views Experience : Min 3 yrs required
Job Tags:
criminal family finance hedge funds Immigration Insurance investment management Investment Partnerships Mutual Funds Partnership private equity Taxation
Job Tags:
criminal family finance hedge funds Immigration Insurance investment management Investment Partnerships Mutual Funds Partnership private equity Taxation

Job Title: Tax Senior, Private Equity Job Responsibilities: As... a Tax Senior in the Private... primary responsibilities include providing tax compliance and advisory services... role involves analyzing complex tax issues, developing and implementing... client high-quality, practical advice. The Tax Senior is expected to......

Posted On Sep 16, 26
Full-time 2 views Experience : 9-9 yrs required
Job Tags:
criminal family finance hedge funds Immigration Insurance investment management Investment Partnerships Mutual Funds Partnership private equity spectrum Taxation
Job Tags:
criminal family finance hedge funds Immigration Insurance investment management Investment Partnerships Mutual Funds Partnership private equity spectrum Taxation

Job Title: Tax Senior Manager - IM... Private Wealth Job Responsibilities: As a Tax Senior Manager, your primary... responsibility is to provide tax compliance and advisory services... and implementation of their tax objectives. Key responsibilities include: -... Performing high-level reviews of tax research, partnership work papers,......

Posted On Sep 10, 26
Full-time 6 views Experience : 5-5 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

funds, funds of funds, private equity, and real estate. -... of a multi-disciplinary team to provide subject matter expertise and industry knowledge in alternative investments. - Review tax calculations and information presented... on state income tax returns. - Build and manage... client relat...

Posted On Sep 18, 26
Full-time 2 views Experience : 5-8 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
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......

Posted On Sep 22, 26
Full-time Experience : Min 2 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation

funds, funds of funds, private equity, and real estate)... addressing state and local tax issues, including compliance, advising,... controversies. - Participate in resolving state and local tax controversies for multi-state companies,... which includes preparing clients for discussions with auditors, representi...

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