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- BCG Attorney Search is seeking a Private Client Associate for its Los Angeles, California office. The ideal candidate will have expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration. You will be responsible for...TaxPrivate clientWork at office
- 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
$350k
...Schiff is seeking a Senior Associate (8th-year class or above),... ...Partner to join its Private Clients, Trusts & Estates practice. This position is... ...lifetime and testamentary planning strategies, and being directly... ...research and projection of tax implications of planning techniques...TaxPrivate clientPrivate practiceWork at officeFlexible hoursShift work- ...About the job Tax Director About the Role: We are seeking... ...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...TaxPrivate clientPrivate practiceLocal area
$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- Synectics Inc. in Los Angeles seeks a transactional tax attorney to advise private clients on mergers, acquisitions, restructurings, and other strategic... ...tax provisions, collaborate with partners, and provide planning strategies for high-net-worth individuals, family...TaxPrivate client
- ...Job Description As Tax Manager, you'll... ...them through complex tax planning, wealth transfer, and... ...for UHNW families and private clients •Review and prepare... ...returns (individual, trust, estate, partnership) •... ...•Mentor and develop associates and advisors, helping...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
$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$297.5k - $350k
...Join our sophisticated tax practice in Los Angeles! Mitchell Silberberg & Knupp LLP (... ....C., MSK is a “go-to” firm sophisticated clients. MSK emphasizes deep understanding of clients... ...’ experience to support the firm’s UHNW private client practice. Must have strong...TaxPrivate clientPrivate practice- 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
- BDO USA, LLP's Private Client Services unit seeks an experienced Tax Experienced Manager to lead tax compliance and consulting for high net-worth clients. You will manage engagements, gather information from clients and advisors, and review complex returns with staff. Strong...TaxPrivate client
- ...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$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- 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
$265k - $320k
...over 65 years in practice is seeking a Private Client Services Associate with 5-9 years of experience to join their... ...capacity. This role will focus on estate planning, advanced gift, estate and generation-skipping transfer tax planning, California property tax planning...TaxPrivate clientFull time$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- Job Overview A law firm seeks a Private Client Associate to join its Los Angeles, California office. The ideal candidate will bring expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration. Responsibilities Draft...TaxPrivate clientWork at office
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance... ...to personal income, estate and gift tax and wealth... ...developmentsIdentifies tax planning and consulting opportunitiesParticipates... ...employees Supervises associates, senior associates and...TaxPrivate clientWork at office
- ...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
- 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
- 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
- ...Our client, a rapidly growing and well-established multi-family office, is seeking... ...Individuals and Families. This Private Client Advisor will play a pivotal role... ..., securities, finance, real estate, taxes, and estate planning. • Develop new business through independent...TaxPrivate clientWork at officeLocal area
- ...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-... ...:Tax Principal - Private Equity Fund LevelResponsibilitiesAre... ...firm leadership and our associates to serve clients and... ...incentives areasOverseeing tax-planning responsibilities for...TaxPrivate clientFull timePrivate practiceLocal areaWorldwide
$95.4k - $180.4k
...change, empowering our clients and people to... ...nowhere like RSM.RSM’s Private Company team is... ...for a dynamic Tax Manager to join our... ...to strategic tax planning, business advisory... ...specialists regarding Estate and Gift planning,... ...as an experienced associate.RSM will consider...TaxPrivate clientFull timeWork experience placementInternshipPrivate practiceLocal area
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