accountings, asset inventories, and transfer documentation. - Coordinate asset... appraisals, retitling, and valuations. - Communicate with trustees, beneficiaries, financial advisors, and accountants to ensure smooth administration. - Track statutory deadlines, including Probate Code compliance. Probate Administration - Draft and file...
Title: Tax Manager, International Tax Services Job Responsibilities: - Advise multinational clients on tax implications related to their business objectives across various industries. - Recommend alternate courses of action and identify methods for tax regulation compliance. - Manage international tax consulting...
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...
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...
Associate - Winter 2026 Newport Beach, CA, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning,...
trusts and estates matters. The key responsibilities include: - Developing advanced estate and tax planning strategies tailored to the needs of high-net-worth clients. - Advising clients on estate, gift, generation-skipping transfer, capital gains, and property... tax planning. - Managing proba...
Job Title: Wealth Transition Services Senior Manager... States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706)... and state level estate tax returns. - Collaborating with staff to ensure estate and GST tax returns are completed accurately and by the required deadlines,...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: As a Senior Manager in the Personal Financial Services practice, the role involves working as part of a team to solve complex business issues ranging from strategy to execution. Key responsibilities include: -...
Title: Tax Director - Personal Financial Services Job Responsibilities: The role of a Tax Director in Personal Financial Services at the company involves a variety of responsibilities aimed at supporting private companies and high net worth individuals in managing their financial and...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private division offers the opportunity to assist private companies with business advisory needs, including audit, tax compliance, and planning. This role...
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...
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 Director, Transfer Pricing Los Angeles, CA,... The Tax Director, Transfer Pricing is instrumental in... of our specialty practices (., GVC, Intercompany Finance, M&A, etc.). The Tax Director, Transfer Pricing will drive the... goals of the practice through partners...
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...
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 . Private Bank - Private Business Advisory - Executive Director Job Responsibilities - Provide thought leadership and expertise to business owner clients and internal partners. - Discuss transition options and the current market environment in group and one-on-one settings....
Overview: A dynamic and expanding law firm is seeking a Senior Estate Planning Attorney to join its Irvine, California office. This full-time position is designed for an experienced professional with a deep understanding of complex estate and trust planning, high-net-worth...