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
- Loeb & Loeb LLP in Los Angeles seeks an Associate with 4-7 years of law firm experience in private client trusts and estates. You will handle high-net-worth estate and tax planning, draft complex trusts, and assist with charitable planning and administration. Ideal candidates...TaxPrivate client
$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- ...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
- Capital Group is seeking a Private Wealth Advisor to cultivate and grow a client book within Capital Group Private Client... ...results, comprehensive wealth planning, and outstanding client experiences... ...disciplined financial strategies, tax planning, and legacy #J-18808-...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- ...Tax ManagerAs Tax Manager, you'll partner directly... ...through complex tax planning, wealth transfer, and... ...for UHNW families and private clients • Review and prepare complex... ...(individual, trust, estate, partnership) •... ...• Mentor and develop associates and advisors, helping...TaxPrivate client
$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$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- ...Am Law 200 firm is seeking a senior-level trusts and estates attorney to join its private client practice. This opportunity is ideal for an attorney... ...worth individuals and families on sophisticated estate-planning and tax matters. Responsibilities Advise clients with...TaxPrivate clientPrivate practice
$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$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- ...and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our... ...compliance, specialization in individual, fiduciary, estate and gift taxation Preferred/Desired Qualifications...TaxPrivate clientWork experience placementPrivate practiceLocal area
$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$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- ...Tax Director – Private Client Services (PCS) We are seeking a Tax Director to join the Private Client Services (PCS) practice. The role will be based... ...in tax compliance, specializing in individual, fiduciary, estate, and gift taxation. Preferred/Desired Qualifications...TaxPrivate clientWork experience placementPrivate practiceLocal area
$85k - $104k
...A tax senior in San Francisco can go 4 years without seeing a 5471. A tax senior in Pasadena... ...in his first fortnight, because half the client base has a parent company or a... ...and the work is the cross border end of private client and owner managed business tax. Foreign...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... ...accounting, securities, finance, real estate, taxes, and estate planning. • Develop new business through independent...TaxPrivate clientWork at officeLocal area
- ...Marsal (A&M) is a global consulting firm delivering practical tax advice across the deal lifecycle. We seek a Senior Director,... ...(Federal), to lead complex tax projects for corporate and private equity clients and to drive value in deal execution. The role emphasizes collaboration...TaxPrivate client
- ...staff accountant to support daily accounting operations for private equity fund clients, including AP/AR, GL, and reconciliations. The role... ...work independently, with exposure to reporting, 1099s, and tax compliance; proficiency in Excel and QuickBooks is preferred...TaxPrivate client
$200k - $300k
...Weaver is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal tax compliance and planning services to high-net-worth... ...business, investment partnerships, estates, and trusts ~ Technical...TaxPrivate clientImmediate startFlexible hours- Jobot seeks a Sr. Estate Planning Attorney in Los Angeles to lead sophisticated private client matters and mentor junior attorneys. You will manage complex wealth-transfer projects, collaborate with tax and business teams, and actively engage in client relationships and...TaxPrivate client
- EisnerAmper is seeking an experienced Tax Director to join our Private Client Services (PCS) team in Iselin, California. The ideal candidate will have over 10 years of experience in tax compliance, focusing on individual and fiduciary taxation. This role requires strong...TaxPrivate client
- ...autonomy to reach your goals. EisnerAmperis seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual... ...for training,supervisingand ongoing development of associates and seniors. Prepare and review tax returns for...TaxPrivate clientTemporary workPrivate practiceWork at officeLocal area
- Andersen is recruiting a Senior Associate for its Private Client Services practice in Los Angeles. You will manage and support multiple engagements... ..., family offices, and trusts. Expect involvement in tax returns, planning, client communication, and project oversight. The...TaxPrivate clientPrivate practice
- ...learn the preparation procedures of federal and state income tax returns. We’re looking for someone who has: Have the availability... ...communication, leadership, and analytical skills About our Private Client Services (PCS) Team The EisnerAmper Private Client Services Team...TaxPrivate clientTemporary workInternshipLive inWork at officeLocal areaMonday to Friday2 days per week3 days per week
$110k - $145k
...Job Description: Withum's Tax Services Group is made up of... ...as well as International and Private Client services. This Tax... ...aspects of audit engagements, from planning to completion, to include... ...: Preparing Trust & Estate, complex C corp., S corp. and...TaxPrivate clientLocal area- RSM US LLP is seeking a tax associate in Los Angeles to join a team delivering tax planning, compliance and advisory services across... .... You will work with clients on federal, state and local returns... ...gaining exposure to corporate, private client and not-for-profit tax matters...TaxPrivate clientLocal area
- Withum is seeking an Mergers & Acquisitions Tax Lead Consultant to drive tax due diligence and structuring engagements for private equity and strategic clients. You will mentor junior staff, manage multiple work streams, and interact with client management and leadership...TaxPrivate clientWork at officeFlexible hours
- ...your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are... ...and deliverables. Oversee tax planning and compliance functions for ultra... ...with strong understanding of trusts, estates, gifts, and charitable entities,...TaxPrivate clientTemporary workPrivate practiceWork at officeLocal areaRemote work
- EisnerAmper is seeking a PCS Intern in Los Angeles to join the Private Client Services team. You will learn to prepare financial statements... ...and reviews, while gaining exposure to federal and state income tax return procedures. This winter program starts in January 2027...TaxPrivate clientInternshipWork at office
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