Senior Estate & Tax Planning Counsel for UHNW Families
BCG Attorney Search
BCG Attorney Search seeks an Estate and Tax Planning Associate in Newport Beach, CA, to join a dynamic team providing comprehensive legal solutions to high-net-worth individuals and family offices. The role focuses on advising on estate and tax planning, trust administration, and business succession, with hands-on use of irrevocable trust tools and close collaboration with UHNW clients. JD required; California licensure preferred. #J-18808-Ljbffr BCG Attorney Search
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Estate & Tax Planning Counsel for UHNW Families in Newport Beach, CA vacancy
- ...is seeking an exceptional Tax Partner - Regis to serve... ...matter expert for our Regis families. You will lead engagements alongside senior wealth advisors, with... ...based markets requires deep UHNW tax expertise, strong leadership, cross-border planning, and the ability to...TaxWork at office
$255k - $300k
...Advisors has been helping families amplify and simplify... ...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...to lead and grow our UHNW-focused estate planning practice. This is a senior practice leadership role...TaxFull timeTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
Newport Beach, CA4 days ago- DescriptionMulti-Office Law Firm Seeks Estate Planning Attorney: LOW BILLABLESThe Estate Planning... ...succession planning, and related tax-sensitive issues. This Estate Planning Attorney... ..., FRIENDLY GROUP WHERE PEOPLE HAVE FAMILIES & LIVES OUTSIDE OF WORK!• Meet directly...TaxWork at office
- ...trusted advisor to a large client book, help retain clients, and onboard new ones while collaborating with senior leaders on investments, tax, and estate planning. The role requires travel up to 50% and strong financial planning expertise. #J-18808-Ljbffr Mercer AdvisorsSeniorTax
$76.5k - $90k
...Mercer Advisors has been helping families amplify and simplify their... ...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed... ...comprehensive financial plan. In the Senior Financial Planner I role, you...SeniorTaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...winning client is seeking a Trust & estate attorney to join their team.... ...'ll make a lasting impact on families, ensuring their wishes are... ...wills, trusts, and other estate planning documents to achieve clients'... ...to protect wealth and minimize tax burdens. Guide clients...TaxWork at office
Provision People
Newport Beach, CA1 day ago $124k - $335k
...ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...Services Tax - Real Estate Senior Manager, you will play a pivotal... ...and implementing strategic tax planning initiatives to address client... ...pay, vacation, personal and family sick leave, and more. To view...SeniorTaxFull timeH1bLocal area- ...Description Job Description Tax Partner / Of Counsel (7+ Years) Direct Counsel... ...opportunity for a senior tax attorney to join a growing... ...collaborative Taxation, Trusts & Estates practice with strong firm... ...and international tax planning and structuring advice Assist...TaxWork at officeFlexible hours
Direct Counsel
Irvine, CAmore than 2 months ago $160k - $190k
...Complex Trial Teams and seeking accomplished Senior Counsel ready to make an impact in the... ...professional liability. Case strategy and planning: develop and execute case strategies,... ...status, national origin, age, disability, family medical history or genetic information,...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours$147.4k - $336.8k
...Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide... .... You will be expected to lead tax planning projects for a diverse client base, providing... ...Holidays, seasonal breaks, Personal/Family Care, and other leaves of absence. EY...SeniorTaxSeasonal workFlexible hours- The Picerne Group in Newport Beach, CA is seeking a Family Office Accountant to manage full-cycle accounting and cash flow for the CEO’... ...discretion, and collaboration with the Finance team and external tax accountants. Responsibilities include monthly reconciliations,...SeniorTaxWork at office
$250k - $300k
...Description Position: Trusts & Estates Attorney Locations: Los... ...Taxation, Trusts & Estates Direct Counsel is seeking a seasoned Trusts &... ...and sophisticated estate planning solutions for high-net-worth individuals and families, including a strong track record...SeniorDirect Counsel
Irvine, CAmore than 2 months ago$165k - $236.9k
...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business... ...of your success!The RoleReal Estate Senior Tax Managers possess a strong... ...: Employees (and their families) are eligible for medical, dental... ...enroll in the firm’s 401(k) plan upon hire. We offer 200 hours...SeniorTaxFull timeWork experience placementH1bLocal areaWork visa- ...KAbout this role We are looking for a Senior Trusts & Estates Attorney with 10+ years of experience... ...including celebrities and prominent LA families. This is an exciting opportunity to... ...doing? Providing sophisticated estate planning solutions for high net worth individuals...Senior
Talent Search PRO
Orange, CAa month ago - ...relationships and trust with, the tax, treasury, investor relations, finance and stock plan administration functionsWork... ...proceedEffectively manage outside counsel on a global basisQualificationsJ... ...information, protected medical and family care leave, Civil Air Patrol...SeniorTaxTemporary workImmediate startRemote workWorldwideFlexible hoursShift work
- ...Description:Providing for loved ones, planning rewarding retirements, saving... ...a talented Private Fund Counsel to join our Legal team in... ...investment professionals, compliance, tax, finance, and operations teams... ..., fund finance, and real estate — on fund matters as needed, applying...TaxFull timeContract workFlexible hours
- ...commercially astute Director & Senior Legal Counsel to join its Global Commercial... ..., protected medical and family care leave, Civil Air Patrol... ...either WD’s Short Term Incentive Plan (“STI Plan”) or the Sales Incentive... ...and disability insurance; tax-advantaged flexible spending...SeniorTaxContract workTemporary workImmediate startRemote workWorldwideFlexible hoursShift work
- ...the Director, Associate General Counsel, Patents.ESSENTIAL DUTIES AND... ..., protected medical and family care leave, Civil Air Patrol status... ...undereither WD’s Short Term Incentive Plan (“STI Plan”) or theSales... ...and disability insurance; tax-advantaged flexible spending and...SeniorTaxFull timeTemporary workWork at officeImmediate startRemote workWorldwideFlexible hoursShift work
Western Digital
Irvine, CA1 day ago $205k - $255k
...Jobot logo and follow our LinkedIn page! Job details: Remote Senior Family Law Attorney - Complex HNW Asset Division! This job is... ...various areas, including family law, business litigation, and estate planning. Known for our strong commitment to client advocacy, our firm...SeniorPermanent employmentRemote workJobot
Irvine, CA4 days ago$90k - $110k
...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business... ...participate in the accounting planning and consulting process for a... ...entrepreneurs, and business entities. Senior Associates can expect to:... ...: Employees (and their families) are eligible for medical, dental...SeniorTaxFull timePrivate practiceH1bLocal areaWork visa$74.93k - $153k
...the largest growth area in the tax industry? Do you have... ...opportunity for you as a Tax Senior on our growing team! Recruiting... ...advisory projects related to tax planning opportunities, and the tax implications... ..., alternative products, family offices, mutual funds, broker-...SeniorTaxWork at officeLocal area$90k - $105k
...Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver...SeniorTaxTemporary workWork at officeLocal areaWork from homeHome officeMonday to FridayFlexible hours$74.93k - $153k
...individual clients and their trusts, estates, family offices, investment vehicles,... ...solutions to complex tax issues? Do you not only know... ...027. What You’ll Do As a Tax Senior in our Private Wealth Tax practice... ...projects related to tax planning opportunities and the tax implications...SeniorTaxPrivate practiceWork at officeLocal area$145k - $200k
...right fit. We are seeking an experienced Estate Planning Attorney with 5-8 years of relevant... ...enterprises, including their associated estate and tax planning matters. Our attorneys frequently serve as trusted outside counsel to business owners, providing ongoing...TaxFull timeWork at officeCrew Connectors
Newport Beach, CA3 days ago- ...Description Job Description Job Title: Trusts and Estates Attorney Location: Irvine, CA 92618... ...Attorney to focus on both foundational estate planning and advanced estate and tax planning matters for the families we serve. This role offers meaningful client interaction...TaxPermanent employmentFull timeWork from home
AMS Staffing, Inc.
Irvine, CAmore than 2 months ago $125k - $175k
...comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth... ...create integrated wealth management and tax planning strategies. Conduct legal research... ...working with high-net-worth individuals and families. Strong knowledge of federal and state...TaxLocal areaJobot
Irvine, CA4 days ago$89.25k - $105k
...Mercer Advisors has been helping families amplify and simplify their... ...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed... ...comprehensive financial plan. In the Senior Financial Planner I role, you...SeniorTaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$166k - $220k
...designed, built and sold. Anduril’s family of systems is powered by... ...for Anduril’s long range SG&A planning and achievement of the Company... ...and executive dashboards for senior leadershipDevelop and manage robust... ...closely with Accounting, Tax, and functional department teams...SeniorTaxFull timeTemporary workWork experience placementImmediate start- Job Description The Senior Tax Planner is responsible for overseeing our firm’s tax planning technology tools, and meeting directly with advisors and clients to deliver... ...and tax preparation. About the Beacon Pointe Family of Companies Beacon Pointe Advisors is one of the...SeniorTax
$146k - $194k
...process you will support or lead in test planning, establishing test measures of success, test... ...Wellness Leave is available to care for family members, bond with a new baby, or address... ...: Traditional 401(k), Roth, and after-tax (mega backdoor Roth) options. UK & IE...SeniorTaxFull timeWork experience placementRelocation packageAnduril Industries
Costa Mesa, CA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Estate & Tax Planning Counsel for UHNW Families. Be the first to apply!
Related searches
- senior technology project manager Newport Beach, CA
- remote senior business analyst Newport Beach, CA
- senior leadership Newport Beach, CA
- senior relationship manager Newport Beach, CA
- senior grant accountant Newport Beach, CA
- senior storage engineer Newport Beach, CA
- senior manager automotive Newport Beach, CA
- senior magento developer Newport Beach, CA
- senior application administrator Newport Beach, CA
- senior java full-stack developer Newport Beach, CA