Private Client Services Associate: Estate & Tax Planning
$145kLathrop GPM LLP
Lathrop GPM LLP is seeking an associate to join our Private Client Services practice group in San Jose or Redwood Shores. The ideal candidate will have 2-4 years of estate planning experience and an active California attorney bar license. Responsibilities include assisting clients with family, financial, business, and tax matters. The position offers a competitive salary starting at $145,000+, along with comprehensive benefits such as health care and retirement plans. Join us to work with a diverse range of clients in a supportive environment. #J-18808-Ljbffr Lathrop GPM LLP
$145k
Lathrop GPM is actively seeking an associate to join our Private Client Services practice group in San Jose or... ...need to have two to four years of estate planning experience. The ideal candidate will... ...’ family, financial, business and tax matters, including gift and estate...TaxTemporary workPrivate practice$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County... ...(IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals...SuggestedWork at office- ...Burlingame, CA seeks a highly skilled Estate Planning Senior Associate or Junior Partner with substantial... ...planning, trust administration, and a client-focused approach. The role involves advising... ...CPAs and family offices, guiding tax considerations, and mentoring...Tax
- ...bit about us: Our client is a well-regarded... ...on complex trusts and estates matters. The firm's private client practice is known... ...and implement estate plans that address wealth preservation, tax efficiency, family... ...high-quality client service Jobot is an Equal...TaxPrivate practiceLocal area
$265k
...top-tier trust and estate firm located in Burlingame... ...and Estates senior associate or lateral partner.... ...most sophisticated planning techniques on behalf of clients from Silicon Valley... ...complex estate, tax and wealth planning.... ...clients). ~Client service orientation and high...TaxFull timeImmediate start- Jobot is seeking an Estate Planning Associate in California to handle sophisticated trusts and estates... .... The role emphasizes hands-on client interaction, collaboration with a private client team, and integration of planning with tax, real estate, and business considerations...Tax
$35.15k - $90k
...Client Service Associate Client Service Associates provide exceptional service... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a... ...transactions and handling estate needs as examples Input orders... ...Prepare financial plans, client reports, and other materials...Temporary workWork at officeLocal area- ...Ernst & Young Oman is looking for a Real Estate Tax Senior Manager to lead tax planning projects and provide advisory services across various sectors. This role requires strong... ...skills and a proactive attitude to improve client tax activities. The ideal candidate holds a...Tax
- ...for a detail-oriented tax specialist to lead complex compliance and planning work for high-net-worth... ...held entities for his client. This position blends hands... ...specialists when estate tax return preparation... ...planning considerations associated with stock-based awards...Tax
$220k - $245k
...was built in 1917 as a private residence and opened to... ...remaining 20th‑century country estates. The historic home sits... ...’s 2024–2028 Strategic Plan centers on deepening... ..., 60% from program services, 11% from the retail... ...abreast of federal and state tax laws and gift‑tracking...TaxSeasonal workRemote workWeekend workAfternoon shift- ...Position Overview A private family based in Menlo Park... ...Responsibilities Estate & Household Management... ...household vendors and service providers, including landscaping... ..., and upgrades from planning through completion.... ...including: Property taxes Vehicle registrations...TaxFull timeFor contractorsWork at officeRemote workMonday to Friday
$260k - $365k
...State and Local Tax (SALT) Associate Attorney Locations: Atlanta, Austin... ...nationally recognized, full-service law firm with a strong and collaborative... ...SALT Associate will support clients on complex state and local tax issues, including planning, controversy, and...TaxWork at officeLocal areaRemote work$75k - $125k
...Alto, CA is seeking a Business Development Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. The role involves... ...cultivating relationships, assisting in financial planning, and executing marketing strategies. The...- Tax AdvisorPosition OverviewWe are seeking a knowledgeable and detail-oriented... .../Manager to provide expert tax planning and compliance services to our clients. The ideal candidate will have a strong... ...returns for individuals, trusts, estates, non-profits, corporations, and...Tax
$34.32k - $90k
...Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through... ...in delivering against their business plan and client service model Remaining...Temporary workWork at officeLocal area$100k
Estate Planning Attorney - Innovative Legal Practice Driven by Technology Help families protect what... ...matters most. At Summerall Law, you’ll guide clients through estate planning with compassion and clarity, making legal services accessible and meaningful. Pay : From $10...Full timeRemote workAfternoon shift$142k - $212k
...that connects across audiences and moments Drive communications planning that links near-term activities to long-term strategic objectives... ...Pension Plan (DCPP), Group Retirement Savings Plan (RRSP) and Tax-Free Savings Plan (TSFA). - Vacation and Paid Holidays: Equinix...TaxFull timeWork at office$50k - $75k
...Customer Service Representative Fiesta Auto Insurance G&P is the #1... ...communities with trusted Insurance, Tax Preparation Services and DMV... ...Meet with potential clients to assess and educate on insurance... ...dental, and vision insurance plans available Paid sick leave and...TaxWeekly payFull timePart timeImmediate startMonday to Friday$150k - $225k
...owner for high-net-worth clients, delivering comprehensive financial planning and investment... ...portfolio management, tax professionals, and estate attorneys to deliver... ...through with support from Associate Financial Advisors... ...high-quality client service Client Profile...TaxFull timeWork at officeFlexible hours$147.4k - $336.8k
Location: Anywhere in Country Real Estate Tax Senior Manager Our tax function is constantly... .... This role involves leading tax planning projects, managing teams, and providing up‑to‑the‑minute advisory services to a diverse client base across the real estate, hospitality...TaxFlexible hours- ...whose mission is to provide exceptional client service and advice. Our professionals help ultra... ...range of family office services including tax compliance, bill pay and expense management, philanthropic advising, and estate planning. ABOUT THE POSITION RFA is looking for a...TaxWork at office
$215.5k - $291.5k
Group Manager - QuickBooks Live Service Strategy (Intuit, Mountain View, CA) Job Description... ...Leverage deep expertise in bookkeeping, tax, or compliance to design and implement... ...revenue opportunities. Own the end-to-end planning — including scope, expert capability requirements...Tax$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 startRemote work$116.2k - $212.9k
...Opportunity Handling tax in such a large, sophisticated... ...practices. As a Real Estate Tax Manager, we will... ...you’re working on, our clients will turn to you for up... ...Developing clear, intelligent plans and approaches to... ...in a professional services or tax organization. Technical...TaxSummer holidayFlexible hours$9,074 per month
...hour shifts. Evaluate functional status and develop a treatment plan aligned with clinician goals and patient needs. Communicate... ...and start your next assignment. Pay package is based on confirmed shifts/hours and may include taxable and tax-free components....TaxHourly payWeekly payContract workImmediate startShift work- ...Tax ManagerJust one year ago, Moss Adams... ...combined firm, we plan to have a tremendous... ...with our Real Estate group, working from... ...business advisory services and tax compliance... ...and middle market clients from the real estate... ..., helping associates meet their professional...TaxLocal area
- ...Tax ManagerRootshell Enterprise Technologies Inc. is a recognized... ...of professional IT Consulting services in the US. We are actively... ...Manager for one of our direct client in Redwood City, CA.Job Title:... ...performance, creates and implements tax plans and works with the accounting...TaxLocal area
$33.75 - $37 per hour
...you love helping people, building relationships, planning events, and providing five-star quality customer service then this position is for you. You will present a... ...Disability Behavioral Health Program Accessible 24/7 Tax-Free Flexible Spending Accounts 401(K) Retirement...TaxHourly payWork experience placementLocal areaMonday to FridayFlexible hoursShift work$180.97k - $316.7k
...enhance legal workflows and client service. This role collaborates with... ...identify improvements, and support planning discussions.• Staying... ...BENEFITSK&L Gates offers our Associates a comprehensive suite of... ...Savings Account feature)Pre-tax Commuting BenefitsDental InsuranceBusiness...TaxFull timeTemporary workLocal areaImmediate startRemote work- ...Silicon Valley. We work with candidates and clients on local and national level helping staff... ...accounting principles and procedures to plan, manage, and execute monthly close-related... ...Assist with quarterly and annual income tax requests. Assist with annual budget planning...TaxWork at officeLocal areaImmediate startOverseas
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