Private Client Services Associate: Estate & Tax Planning
$145kLathrop GPM LLP
Lathrop GPM LLP is seeking an Associate to join their Private Client Services practice in San Jose or Redwood Shores. The ideal candidate will have 2-4 years of estate planning experience and possess an active California attorney bar license. Responsibilities include guiding clients through estate planning, administration, and philanthropic goals. The anticipated salary is $145,000+, with a comprehensive benefits package including health care and retirement plans. Lathrop GPM celebrates diversity and is an equal opportunity employer. #J-18808-Ljbffr Lathrop GPM LLP
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Client Services Associate: Estate & Tax Planning in San Jose, CA vacancy
- BCG Attorney Search in San Jose seeks a Private Client Services Associate with two to four years of estate planning experience. The ideal candidate will handle families' tax, wealth, and succession matters. You will engage in gift and estate tax planning, administer estates...Tax
- Job Overview A law firm seeks a Private Client Services Associate in San Jose. The ideal candidate will have two to four years of estate planning experience and a strong interest in family, financial, business, and tax matters. Duties Engage in gift and estate tax planning...TaxTemporary work
$80k - $100k
...Client Service Associate ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The firm is intentionally...TaxWork at officeFlexible hoursRIA Recruiting
Los Gatos, CA4 days ago$80k - $100k
...Financial, LLC is a boutique financial planning, tax, and investment advisory practice... ...business owners, ERISA plans, divorce clients, and high-net-worth clients with complex... ...We are seeking an experienced Client Service Associate to join our team. This position will have...TaxFull timeWork at officeFlexible hours- Overview Title: Tax Director, Private Client Services Location: San Jose, CA Salary: 195k to 266k Accounting... ...businesses (pass-through entities), trusts, estates, and gift tax returns Provide... ...members Advanced understanding of planning and compliance concepts related to...TaxPrivate practiceLocal areaWork from home
- ...Our client is seeking a Junior Trust & Estate Planning Attorney to join their growing team. This is an excellent opportunity... ...to providing exceptional client service. This role requires strong... ...Address issues related to income tax, property tax, and other estate-related...Tax
The Los Angeles County Bar Association - LACBA
Los Gatos, CA5 days ago - ...firm: Our personalized service: We emphasize strong attorney-client relationships. When we... ...an experienced Trusts & Estates Attorney to join our San... ...in sophisticated estate planning, wealth transfer strategies... ...planning strategies, including tax-efficient wealth transfer...TaxWork at officeLocal area
Jobot
San Jose, CA5 days ago $175k - $200k
...Associate AttorneyLocation: San Jose, CACompany: Law FirmJob Type... ...law firm is seeking a Tax, Trust, and Estate Associate Attorney with at... ...attorney who thrives in a client-facing, detail-oriented practice... ...corporate, trust law, and estate planning matters. Many of their...TaxFull timeWork at officeMission Connect Inc
San Jose, CA2 days ago- ...are looking for an accomplished Senior Estate Planning Attorney to support sophisticated estate... .... The attorney in this role will manage tax-related filings, fiduciary accounting review... ...trust-based entities that align with client objectives, tax considerations, and long...Tax
Robert Half
San Jose, CA10 days ago - Law Firm in San Jose, CA seeks an Associate Attorney with 2+ years of experience in tax, trust, and estate matters. This role emphasizes client-facing, detail-oriented practice and collaboration... ...include drafting estate planning documents, administering trusts, probate...Tax
$25 per hour
Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Mailroom... ..., HCFSA, DCFSA, HSA, Commuter Transit and Parking Pre-Tax Plans, Supplemental Life Insurance, Accident Insurance, Critical...TaxFull timeTemporary workPart timeWork at officeImmediate start$67k - $92.1k
...We're a diversified financial services leader with more than $1.5 trillion... ...business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager... ...As a Registered Client Service Associate, you will provide dedicated...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$80k - $100k
ASL Financial, LLC is seeking an experienced Client Service Associate to join our team in Los Gatos, CA on a hybrid schedule. You will handle client requests, support Advisors with meeting prep, and manage routine account administration. The ideal candidate has 2+ years...Flexible hours- ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and deliver reliable tax advice to clients. The role involves managing teams and providing up-to-the-minute advisory services across real estate, hospitality, and construction...Tax
Ernst & Young Oman
San Jose, CA1 day ago $92k - $126.5k
...world. We design, build and service cutting-edge equipment that helps... ...Demand Planning & Delivery CoordinationSupport... ...issue resolution activities associated with customer commitments, shipment... ...Sales, Legal, Trade, Finance, Tax, Treasury, and Order Management...TaxFull timeContract work$116k - $159.5k
...display in the world. We design, build and service cutting-edge equipment that helps our... ...role combines ownership of customer demand planning, strategic delivery management, contract... ...Partner with Sales, Legal, Trade Compliance, Tax, Treasury, Finance, and other...TaxFull timeContract work$104k - $141.56k
...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-... ...) provide professional services through an alternative... ...Senior State & Local Tax Associate to join our growing State... ...capitalize on strategic ideas and planning techniques that ensure...TaxWork experience placementLocal areaWorldwide- EY is seeking a Real Estate Tax Senior Manager in San Jose to lead diverse tax planning projects. The successful candidate will provide strategic advice to clients while managing and developing a motivated team. The ideal candidate will possess 7-10 years of experience...Tax
- ...professional experience serving individual clients in one or more of: Personal tax — preparing individual (1040) returns, personal tax planning, capital-gains, self-employment/... ...budgeting, cash flow, debt, goals). Estate planning (non-attorney) — estate and gift...TaxWeekly paySelf employmentFreelanceWorldwide
Outlier AI
San Jose, CA1 day ago - ...Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple U.S. Locations Our client... ...advises on a wide range of matters, including: Estate planning, wills, and succession Wealth structuring, tax and estate planning Family and business...TaxPrivate practiceWork at officeWorldwide3 days per week
The Los Angeles County Bar Association - LACBA
Sunnyvale, CA3 days ago - ...treasury management services to small, middle... ...processing solutions to its clients and serves the Community Association Management industry... ...commercial real estate loan requests.... ...evaluations, goal planning, and counseling. Manage... ...disability, pre-tax Health Savings Account...TaxWork experience placementLocal areaImmediate startFlexible hours
$97.85k - $227.24k
...team at one of the worlds top tax firms. Enjoy a collaborative,... ...diverse team helping high-profile clients understand, analyze, and... ...Responsibilities:Provide excellent client service to multi-state companies with... ...knowledge of the development, planning, and execution related to...TaxLocal area- ...Tax DirectorWe are seeking an experienced Tax Director to join our Private Client advisory practice, specializing in tax planning and compliance for high net worth individuals... ..., families, trusts, estates, gift taxation, and... ...tax advisory services, technical review, engagement...TaxPrivate practiceLocal area
Talnt LLC
San Jose, CA3 days ago - Tax Manager - Estate, Gift & Trust (Top National Firm | Bay Area... ...join their growing Private Wealth practice. This is a high-impact, client-facing role working with... ...tax, estate planning, and trust structures... ...planning and advisory services to high-net-worth individuals...TaxPrivate practiceWork at officeRemote workFlexible hours
$130k - $160k
...Senior Tax Manager - Real EstateAre you driven by making... ....Tax Manager - Real Estate focused Are you a seasoned... ...thrive in a collaborative, client-focused environment where... ...engagements, overseeing tax planning, compliance, and provision services across diverse industries...TaxLocal areaRemote workAscend Together
San Jose, CA3 days ago$123.98k - $283.25k
...team at one of the worlds top tax firms. Enjoy a collaborative,... ...diverse team helping high-profile clients understand, analyze, and... ...Manager to join our Global Mobility Services (GMS) practice.... ...related issuesSupport clients in planning for and addressing State Unemployment...TaxWork at officeLocal area$150k - $170k
...Accounting Today magazine. The firm provides tax and accounting services including cost segregation studies,... ...accounting, technology solutions, estate planning and administration, and personal financial planning. We provide clients with extensive industry experience and...TaxWork at officeLocal areaImmediate startJobot
San Jose, CA4 days ago$120k - $160k
...About Our Firm Personalized service: We emphasize strong attorney-client relationships. When we... ...Transactional Trust & Estate Attorney to join our growing... ...on sophisticated estate planning, trust administration, and... ...(GST), and income tax planning strategies Structure...Tax- Aardvark Tax Advisors is seeking a Deputy Tax & Accounting Leader to guide complex engagements... ...apply professional judgment to ensure client-ready work. The role is hybrid with... ...leadership and a strategic approach to tax planning beyond compliance. #J-18808-Ljbffr Cynch...Tax
$90k
...strategic, innovative tax solutions that protect... ...enhance the interests of clients. We're seeking a dynamic... ...tax advisory, planning, compliance, and controversy... ...into timely, billable services. If you're ready to embrace... ...-corporations, trusts, estates, and closely held businesses...TaxWork at officeLocal areaEdgar Law Group, LLP
San Jose, CA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Services Associate: Estate & Tax Planning. Be the first to apply!
Related searches
- client relationship associate San Jose, CA
- client services associate San Jose, CA
- veterans service officer San Jose, CA
- retail service associate San Jose, CA
- public service officer San Jose, CA
- service consultant San Jose, CA
- service advisors San Jose, CA
- information technology and services consultant San Jose, CA
- experienced service advisor San Jose, CA
- car service advisor San Jose, CA