Private Client Tax & Estate Planning Associate
BCG Attorney Search
Job Overview A law firm seeks a Private Client Services Associate in Los Angeles, California. This full-time, in-office position requires 5-9 years of experience and a strong interest in the private client services industry. Candidates must be licensed to practice in California. An interest in technical tax practice through coursework, prior experience, or an LL.M. program is encouraged but not required. Duties Advise on complex domestic and international tax, wealth transfer, and succession structures. Engage in estate planning, privacy structures, and tax planning. Collaborate with clients and advisors on multi-generational relationships. Participate in client and client-advisor interactions from early stages. Work closely with other practice areas within the firm. Requirements 5-9 years of relevant experience. Licensed to practice law in California. Interest in technical tax practice preferred. Education Juris Doctor (JD) degree. Certifications California State Bar license. Skills Strong analytical and problem-solving abilities. Excellent communication and interpersonal skills. Ability to work collaboratively in a team environment. Benefits Comprehensive medical, dental, and vision coverage. Life insurance and disability coverage. Health Savings Account and Flexible Spending Account options. Employee assistance program with 24/7 access. On-site gym and wellness programs. Paid time off and parental leave. Diversity and inclusion initiatives. Philanthropy and community involvement opportunities. #J-18808-Ljbffr BCG Attorney Search
$185k - $230k
Trust, Estate, and Inheritance Dispute (TEID... ...to their clients and put their best... ...excels at resolving private wealth disputes, including... ...highly motivated associate to join its Trust,... ..., or wealth planning issues is preferred... ...Private Client and Tax DivisionToday, we...TaxPrivate clientWork at officeLocal areaRemote workWeekend workAfternoon shift3 days per week- Overview A law firm seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in Los Angeles. The... ...developing sophisticated planning strategies. Duties Advise... ...research and projection of tax implications. Prepare client...TaxPrivate clientPrivate practiceFlexible hoursShift work
$215k - $310k
...experienced Commercial Real Estate Associate (4-6 years of experience)... ...access to high-profile clients and complex, cross-market... ...investors, developers, and private equity clients on a wide range... ...teams across tax, construction, planning & zoning, and other practice...TaxPrivate clientFull timeWork at officeLocal areaFlexible hours- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central... ..., trusts & estates, individual tax rules (both transfer and...TaxPrivate clientWork at office
$297.5k - $350k
...assisting a law firm with its search for a Tax Attorney for its Century City office.... ...open to partner level attorneys as well as associates with at least 5 years of experience.... ...attorney will support the ultra‑high net worth private client practice group, requiring a solid...TaxPrivate clientPrivate practiceWork at office- ...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 closely held businesses. This leadership role...TaxPrivate clientPrivate practiceLocal area
- ...Lucas Horsfall is seeking a Tax Manager - Private Client Services in Pasadena, CA to lead fiduciary accounting for multi-generational family engagements with trusts and partnerships. You will review tax returns, supervise staff, and advise on tax matters, delivering precise...TaxPrivate client
- ...Tax ManagerAs Tax Manager, you'll partner... ...complex tax planning, wealth transfer,... ...UHNW families and private clientsReview and... ...individual, trust, estate, partnership)Provide... ...trusted advisor to clients year-round, not just... ...seasonMentor and develop associates and advisors,...TaxPrivate client
$200k - $300k
Weaver, based in Los Angeles, seeks a Tax Director to provide tax compliance and planning services to high-net-worth clients. The role requires a CPA with at least 9 years of experience and a strong entrepreneurial spirit. The ideal candidate will lead new business initiatives...TaxPrivate client- Andersen is seeking a Private Client Services Manager in Los Angeles to lead engagement teams serving a spectrum of high-net-worth clients. You will guide tax strategy, ensure timely delivery, and partner with other service lines to provide comprehensive solutions. The...TaxPrivate client
$230k - $350k
...Attorney Opportunities | Associates, Senior Attorneys, Counsel & PartnersLocations... ...CA Practice Areas: Corporate/M&A | Tax | Commercial Real Estate | Litigation | Environmental & Land... ...transactional, litigation, tax and private-client practices.These opportunities offer...TaxPrivate clientFor contractorsPrivate practice- ...assisting a law firm in Los Angeles to find a Tax Attorney for its Century City office. The... ...for both partner-level attorneys and associates with a minimum of 5 years of experience.... ...particularly regarding ultra-high net worth clients, and must be licensed with the California...TaxPrivate clientWork at office
$141k - $290k
Weaver is seeking a Senior Manager in Los Angeles to lead tax compliance and planning for high-net-worth individuals and businesses. The ideal candidate will have over 7 years of experience, a CPA, and strong leadership skills. In addition to competitive compensation ranging...TaxPrivate clientFlexible hours$112k - $150k
BDO USA is seeking a Tax Manager for its Private Client Services, focused on providing tax compliance and consulting for high‑net‑worth individuals and families. This role requires management of tax engagements, strong leadership, and proactive communication with clients...TaxPrivate client- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in Los Angeles, California. This role involves managing tax and consulting... ...for high net-worth individuals, as well as supervising associates and providing guidance on technical issues. The ideal candidate...TaxPrivate client
$112k - $150k
BDO USA, LLP is seeking a Tax Manager for its Private Client Services in Glendale, California. The role involves managing tax compliance and consulting for high net-worth clients, training associates, and effective communication skills are crucial. With five or more years...TaxPrivate client$100k - $125k
...Withers is looking for a skilled paralegal to join their Private Client & Tax team in Los Angeles. This role involves managing estate and trust administrations, drafting tax returns, and working on real estate matters. Ideal candidates have 3-7 years of experience, knowledge...TaxPrivate client$230k - $350k
...Seniority 4–8 years of experience in transactional tax at a law firm Education JD from accredited law... ...range Nice-to-Have Work Experience Experience with privately held businesses, family offices, or high-net-worth clients Mid-market or large law firm background preferred...TaxPrivate clientWork experience placementWork at officeLocal area- ...CohnReznick is seeking a Tax Senior Associate to join our Los Angeles or Woodland Hills offices. This hybrid role supports Family Offices and private client services, leading client engagements and delivering tax planning and compliance with a focus on executive presence...TaxPrivate client
- City National Bank seeks a Private Wealth Analyst to support private banking client teams with investment analysis and financial planning materials for high-net-worth clients in the region... ...planning, and collaborate with Tax and Financial Planning teams. You will...TaxPrivate client
- EisnerAmper seeks a Tax Senior Manager to join Private Client Services. The role oversees tax planning and compliance for ultra-high-net-worth individuals, with leadership to staff and engagement with clients in a dynamic, entrepreneurial environment. Office locations...TaxPrivate clientWork at office
- Withers in Los Angeles seeks a Family Law Associate to join a cross-border, high‑net‑worth practice focused on complex financial remedies... ...international family law matters. You will collaborate with private client, tax, and trust teams to deliver integrated solutions. In this...TaxPrivate client
$150k - $300k
...versatile Attorney with experience in real estate litigation. For over 50 years, our... ...provided premier legal counsel to private wealth clients on the Westside of Los Angeles. Our... ...litigation, business, real estate, tax, and estate planning. Who Should Apply? We welcome...TaxPrivate clientWork at office- ...wholesale distribution, real estate development, construction, insurance... ...in taxation, audit, estate planning, mergers and acquisitions,... ...we are looking to bring on Tax Managers and Sr. Tax Managers... ...planning calculations, for complex private clients multigenerational family...TaxPrivate clientImmediate startFlexible hours
$141k - $290k
...Weaver is looking for talented tax leaders at the Senior Manager... ...to join our growing firm. A Private Client Services Tax Senior Manager... ...provides federal tax compliance and planning services to high‑net‑worth... ..., investment partnerships, estates, and trusts Preferred...TaxPrivate clientFlexible hours- ...of change, empowering our clients and people to realize their... ...for an experienced Tax Partner to join our expanding Private Client Services (PCS) / High... ...Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution,... ...candidates will possess ability to plan client engagements,...TaxPrivate clientFull timeWork at officeLocal area
$260k - $390k
...prestigious AmLaw firm seeking a Tax-Exempt Organizations / Nonprofit Associate Attorney with 3–6 years... ...tax-exempt organization clients. Responsibilities:... ...status Advise on private foundation rules, UBIT, excess... ..., hospitals, or health plans Nonprofit transactions...TaxPrivate clientPrivate practiceWork at office- Baker Tilly US seeks a Tax Principal in Santa Monica to deliver tax advisory services to Private Equity clients. This role includes managing client relationships, providing tax compliance and consulting, and mentoring staff. Candidates must have 15+ years of experience...TaxPrivate client
- Job Summary:Private Client Services at BDO is a boutique practice... ...with complicated tax and financial... ...experienced in all aspects of estate, income, gift, and trust... ..., and life insurance planning.A Tax Experienced... ...work assignments of PCS Associates Provides verbal and written...TaxPrivate clientPrivate practiceWork at office
$190k - $220k
...Senior Tax ManagerMost Senior Tax Manager opportunities give... ...ultimately equity ownership.The client work is equally compelling.... ...specializes in family offices and real estate private equity sponsors, with... ...with clients on complex planning and technical matters, and lead...TaxPrivate clientWork at officeLocal areaRemote workFlexible hours
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