Title: Trusts & Estates and Tax Attorney Job Responsibilities: The Trusts & Estates and Tax Attorney at the law firm is responsible for advising high net worth individuals and families on comprehensive estate and tax planning. The role involves designing, drafting, and...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
domestic and international tax, wealth transfer, and succession structures... and families. - Engage in core estate planning, including privacy structures, advanced gift, estate, and generation-skipping transfer tax planning. - Advise on... California property tax planning and residency planning for clients undergoing domes...
of trust and estates transactions, administration, and litigation. Your key responsibilities will include: - Assisting attorneys in drafting estate planning and funding documents, real estate transfer documents, probate and trust... litigation pleadings, and gift and estate tax returns. - Compiling supporting documentation...
matters. This role requires a strategic and client-focused approach with proficiency in developing advanced estate and tax planning strategies. Key responsibilities include advising high-net-worth clients on estate, gift, generation-skipping transfer, capital gains, and property... tax planning. The role also...
Wealth Strategist / Client Development... Remote/Hybrid Job Title: Wealth Strategist / Client Development... Remote/Hybrid Company: **Members Only** Department: Wealth Strategist Team Experience: 10+... years in sales and relationship management Location: Los Angeles, CA (Remote/Hybrid) Salary Range: $180,000-210,000 per year...
Job Title: Private Wealth Strategist - Private Wealth... Management Job Responsibilities: The Private Wealth... Strategist in the Private... Wealth Management group is tasked... planning, and estate and wealth transfer strategies. The focus... is on pre-liquidity event planning for business owners and corp...
Tax Manager - Private Client Services ID 2025-6639 Job Locations US-CA-Los Angeles The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: The Tax Senior Manager in the Personal Financial Services practice at the company will be responsible for collaborating with private companies to address a variety of business advisory needs. The role involves...
high net worth individuals, and private wealth management structures to provide... a range of advisory services. The role involves: - Supporting team efforts to improve and evolve working methods when necessary. - Arranging and sponsoring suitable assignments and experiences to help individu...
the successful candidate will have a range of responsibilities including: - Assisting with providing tax and consulting services specifically to high net worth individuals, focusing on individual income tax, wealth transfer, succession planning, and... international tax. - Handling tax compliance for indivi...
Title: Private Client Manager II Job Responsibilities: - Expand client relationships by identifying opportunities to deepen existing relationships. - Advise clients on their financial needs and the full array of Private Bank's capabilities. - Establish and deepen relationships with internal...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice within the company, the primary role involves working as part of a team to address complex business issues. The responsibilities include,...
with providing tax and consulting services to high net worth individuals, particularly in areas such as individual income tax, wealth transfer and succession planning,... and international tax. - Handling tax compliance for individual tax clients and working proficiently with specific t...
opportunities, including succession planning, wealth transfer planning, and tax... compliance. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation and provide consistency in tax preparation due to the complexities of fund reporting. This includes the...
Title: Tax Senior Manager, Family Office Job Responsibilities - Review Corporate, Partnership, Trust, and Individual tax returns for Entertainment Industry professionals, Athletes, High Net Worth, and Family Office clients and related entities. - Conduct online tax research. - Perform accounting work necessary for tax...
Title: Tax Senior Manager, Family Office Job Responsibilities - Review Corporate, Partnership, Trust, and Individual tax returns for Entertainment Industry professionals, Athletes, High Net Worth and Family Office type clients and all their related entities. - Conduct online tax research. - Perform accounting work...
Title Tax Senior Manager, Family Office Full time Job Responsibilities - Review of Corporate, Partnership, Trust, and Individual tax returns for Entertainment Industry professionals, Athletes, High Net Worth and Family Office type clients and all their related entities. - Conduct...
law firm in Pasadena, CA, is seeking a Senior Trust and Estates Attorney to join their team. The candidate will be responsible for designing, drafting, and implementing estate plans, offering tax analysis and advice, and handling real property transfers and...