help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates...
help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates...
help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates...
Title: Consultant, Personal Property Tax Job Responsibilities: The primary role of a Personal Property Tax Consultant is to collaborate with clients and internal teams to ensure compliance with jurisdictional requirements for personal property tax. Key responsibilities include: - Preparing personal property tax returns/renditions,...
Title: AI and LLM Lead Company: Company Job Responsibilities: - Business Use Case Translation: Collaborate with business leaders to translate strategic goals into AI opportunities. Engage with functional leads to clarify requirements, convert them into analytical hypotheses, and rapidly prototype...
Title: Legal Assistant (Entry-Level) Job Responsibilities: - Provide day-to-day administrative support to attorneys and paralegals. - Track deadlines and maintain calendars for hearings, filings, and other important dates. - Assist with document submission and obtaining signatures. - Handle incoming calls and emails. - Concisely summarize key...
Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product...
Credentialed Tax Expert The candidate will provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries. Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday...
Tax Expert - CPA or EA The candidate will help the customers complete their taxes using TurboTax products. Provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries. Utilize government websites, professional resources, and team expertise to...
Business Tax Expert The candidate will provide expert guidance, tax preparation, and explanations of tax and technical terms to the customers. Manage complex business tax returns for Partnerships and S Corporations. Help the customers complete their taxes using Intuit TurboTax...
Business Tax Associate The candidate will provide expert guidance, tax preparation, and explanations of tax and technical terms to the customers. Manage complex business tax returns for Partnerships and S Corporations. Help the customers complete their taxes using **Members Only** TurboTax...
Legal Operations Specialist **Members Only** is looking for an experienced Legal Operations Specialist to join their team. The ideal candidate will have 3+ years of paralegal experience, a college degree or paralegal certificate, and knowledge of legal terminology. This position...
Title: Private Banker Job Responsibilities: - Develop and manage relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Ensure relationship profitability and portfolio...
Title: Legal Counsel, Strategic Real Estate Job Responsibilities: - Serve as the primary attorney for strategic real estate and facilities teams within the company. - Provide legal review and guidance on issues related to the company's growing portfolio of real estate leases, property...
Estate Tax Manager ID 2025-6636 Job Locations US-CA-Los Angeles US-CA-Costa Mesa The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on...
Senior Manager, Private Client Services Los Angeles, CA, United States and 2 more Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience...
with pass-through entities and to their business owners. Key duties include: - Tax Planning, Preparation, and Research: Handle tax planning, preparation, and research for pass-through entities such as S-corporations, LLCs, Partnerships, and individual returns for business owners, which may include estates...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services department is tasked with providing tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, executives, athletes, and entertainers with...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services is responsible for leveraging their educational background and professional experience, alongside their communication, time management, leadership, technical, business development, and people skills to deliver...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services department is tasked with leveraging their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. Their responsibilities...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at the company is tasked with providing tax compliance and consulting services to high net-worth clients, such as families, family offices, C-Suite executives, athletes, entertainers, and...
Senior - Strategic Partnership Solutions The candidate will work with large-scaled operating partnership tax clients on matters that mean the most to them. Diversify industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial...
Manager - National Federal Tax Services - Strategic Partnership Solutions The candidate will work with large-scaled operating partnership tax clients on matters that mean the most to them. Diversify industry experience by working on a plethora of various industries including...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, your role encompasses a variety of responsibilities aimed at providing high-quality tax services to ultra-affluent clients. Key responsibilities include:...
Senior - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: - Participates in tax and consulting engagements, enhancing skills in identifying and addressing client needs, tax planning, and consulting opportunities. - Works directly with clients and their advisors to gather information necessary for preparing...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager within the Private Client Services practice is responsible for providing high-level tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, executives, athletes, and entertainers. The role...
Title: Senior Corporate Counsel, Transactions Job Responsibilities: The Senior Corporate Counsel will primarily oversee regional transaction and compliance functions, ensuring the review and negotiation of contracts and agreements between the company and its clients, as well as downstream contracts necessary for project...
return preparation duties, including tax research, tax planning, and the preparation of supporting digital work papers for various tax returns and tax related projects. You will work with a variety of entities such as corporations, partnerships, estates, trusts, and non-pro...
Title: AI and LLM Lead Company: Company Job Responsibilities: The AI and LLM Lead is responsible for driving AI-driven solutions with a strong emphasis on leveraging large language models (LLMs) and generative AI to create transformative applications across business units. Key responsibilities...
Title: Associate In-House Counsel Job Responsibilities: - Assist in handling in-house litigation from inception to final resolution, including trial. - Draft demand letters, responses to demands, discovery, pleadings, and law & motion. - Make court appearances as needed. - Assist the Chief Legal Officer with...
Title: Tax Senior Manager - Private Client Services (PCS) Job Responsibilities: - Supervise a team, foster strong client relationships, and contribute to the establishment of a sustainable business. Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service...
Title: Tax Director - Private Client Services (PCS) Job Responsibilities: - Review tax projections, workpapers, and returns, specifically focusing on Federal and State Individual and Fiduciary tax returns. - Oversee and manage the tax return process, including the identification and resolution of tax...
Tax & Estate Attorney Company: Company Schedule: Remote (Must live within a commutable distance of Orange, California) Employment Status: Direct Hire FTE Opportunity Position Overview The company is seeking a Tax & Estate Attorney with approximately 3–5 years of experience and a strong background in...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) at the company plays a crucial role in the success and growth of the FTEAS business....
Senior Manager, WNT Estates, Gifts & Trusts The... candidate will work closely with professionals from the offices around the country as well as international member firms to advise clients on planning and compliance matters involving estate and gift tax, generation-skipping...
Title: Paralegal - Real Estate Job Responsibilities: - Analyze title documents, surveys, and legal descriptions of real property. - Draft title objection letters for real estate acquisitions. - Prepare, coordinate, and facilitate all aspects of closings with clients, title companies, and lenders, managing checklists,...
Title: Real Estate Litigation Associate Job Responsibilities: The Real Estate Litigation Associate will be responsible for handling a variety of complex commercial real estate transactions. This includes acquisitions and dispositions, joint ventures, and development matters. The candidate will be expected to manage...
Title: Tax Principal, Real Estate Job Responsibilities: - Serve as a trusted leader of the company's tax services, providing federal tax compliance and consulting services to construction and real estate clients, which will positively impact clients through: - Acting as a valued...
Services Tax - Real Estate Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting as...
Title: Financial Markets & Real Estate - Valuations, Director Job Responsibilities: - Assist audit teams in evaluating the valuations of Private Equity portfolio companies. - Set strategic direction for business development and lead efforts in this area. - Make critical decisions at an executive...
Title: Financial Markets & Real Estate - Valuations, Manager Job Responsibilities: - Perform valuation analysis of financial instruments and structured products. - Create independent financial models using income or market approaches to estimate or assess the worth of a business and the securities...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Provide technical preparation and review of complex trust and estate accountings. - Conduct complex calculations and reconstruction when necessary. - Research state-specific principal and income acts as needed. - Manage client relationships and work to...
Title: Lead Counsel, Data Center Development Job Responsibilities: - Assist the Infrastructure Data Centers Strategy (IDCS) Team with the development and expansion of data center campuses in the . This responsibility includes the purchase of real property, negotiation of economic development incentives,...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: The Financial Services Tax - Real Estate Director role involves a combination of strategic leadership, technical proficiency, and client relationship management within the Financial Services Tax practice. The primary responsibilities include: - Leading...
Title: Trust and Estate Tax Manager Job Responsibilities: - Lead the review process of individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors to ensure accuracy. - Conduct research and draft memorandums on complex tax matters. - Identify and implement...
Services Tax - Real Estate Senior Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel will be responsible for supporting the growth and development of the company's Cloud by providing legal support for complex data center power and energy transactions...
Strategist / Client Development Sales Director - Remote/Hybrid Job Title: Wealth Strategist / Client Development Sales Director - Remote/Hybrid Company: **Members Only** Department: Wealth Strategist Team Experience: 10+ years in sales and relationship management Location: Los Angeles, CA (Remote/Hybrid) Salary...
Friendly Job Title: High Net Worth Tax Manager H1: Join Our Team as a High Net Worth Tax Manager in Los Angeles H2: Advance Your Career in Tax Management at **Members Only** Summary: **Members Only**, one of the...
/ Experienced / Manager Manager, Tax - Research & Development Tax Credit (Korean Speaking) Irvine, CA; Las Vegas, NV; Los Angeles, CA; San Diego, CA; Tempe, AZ 119897 At **Members Only**, you can become an integral part of a...