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- ...Job Description Summary HB Steele Interactive Financial Planning is seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to two independent financial advisors and collaborate closely with our Director of Client Engagement...SuggestedWork at office
$175k - $225k
Estate Planning Associate | Solid Boutique Salary: $175,000 - $225,0... ...year. Job Overview Our client is a well‑regarded... ...held businesses. The private client practice delivers... ...‑skipping transfer tax planning Strong... ...high‑quality client service Jobot is an Equal Opportunity...TaxPrivate practiceLocal area$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$140k - $200k
Overview Estate Planning Attorney - Meaningful Work, Supportive Team, and... ...driven — we care deeply about our clients, our community, and one... ...planning documents Advise on tax implications, asset preservation... ...deliver exceptional client service Mentor and support junior attorneys...TaxLocal 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
$28 - $30 per hour
...orders, coordinates repairs and services, supports events and office... ...services, and helps maintain strong client relationships by delivering... ...to emergency response plans, including evacuation procedures... ...401(k) Retirement Plan – Pre‑tax and Roth post‑tax contributions...TaxContract workTemporary workWork at officeLocal areaMonday to FridayFlexible hours$142.8k - $204k
...policies, regional pricing, and tax requirements.* Track and respond... ...solopreneur customer in roadmap and planning discussions with leadership.*... ...available 24/7* Free legal services that provide legal advice, document creation and estate planning* Employee bonus referral...TaxFull timeLocal areaFlexible hours- ...Walnut Creek is seeking an Associate Wealth Advisor to enhance client relationships through comprehensive financial planning. You will collaborate... ...strategies in investment, estate, and tax planning. This role... ...experience in the financial services industry. Strong...TaxWork at officeRemote 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...$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$50k - $75k
...CUSTOMER SERVICE OPPORTUNITY TO BECOME AN INSURANCE AGENT Fiesta Auto... ...with trusted Insurance, Tax Preparation Services and DMV Registration... ...calls. Meet with potential clients to assess insurance needs.... ...positions Medical, dental, and vision plans available Paid sick leave and...TaxWeekly payFull timePart timeMonday to Friday$105k - $150k
...this challenge by building a call graph of your entire software estate—enabling teams to clearly identify, prioritize, and fix... ...shipments. What You Bring to the Table 5+ years of direct experience planning and executing marketing events, including trade shows, conferences...$105.1k - $192.6k
...build a better working world. Tax - Indirect Tax - Property Tax -... ...deliverables, and participate in client working sessions. Identify opportunities for additional services, contribute to RFPs, manage... ...economics, and implement resource plans and budgets. Guide teams, drive...TaxSummer holidayLocal areaFlexible hours$120k - $150k
...throughout its trusts and estates, real estate, land... ...We are seeking an associate for our trusts and... ...areas of estate planning, probate, trust... ...estate and gift tax work. The... ...the firms current clients and referrals from... ...employment and a service requirement of 1,0...TaxFull timeWork at officeRemote workFlexible hours- EY is looking for a Real Estate Tax Manager in Palo Alto, California, to handle diverse tax consulting and compliance projects. The role... ...providing strategic tax advice, supervising a team, and building client relationships across the real estate industry. Applicants...Tax
$110k - $180k
...Role We are looking for a client-centered Director of Client... ...executing sophisticated financial plans and constructing portfolios... ...) to support seamless service delivery, streamline... ...wealth accumulation strategies, tax-aware investing, and estate considerations. Knowledge of...TaxRemote work$26 - $34.25 per hour
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...Baker Tilly) provide professional services through an alternative practice structure... ...an organized office and assists associates to optimize processes and...TaxTemporary workWork at officeLocal areaWorldwideWeekend work- ...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...Responsible for overseeing tax planning and compliance functions for ultra... ...working understanding of trusts, estates, gifts, and charitable entities....TaxTemporary workPrivate practiceWork at officeLocal area
$171k - $231.5k
...Intuit Customer Success team as a Group Manager of Expert Services Delivery for QuickBooks Live . We're bringing together... ...improve service delivery across bookkeeping, tax & compliance, and financial planning. Analyze data to identify trends, root causes of issues...Tax- ...Wealth Planner Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial... ...operating businesses, private foundations, etc.). Our... ...advisors and their clients to educate them about... ..., corporate executive services, and pre-liquidity transaction...TaxWork at officeLocal area
$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$147.4k - $336.8k
...Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge... .... You will be expected to lead tax planning projects for a diverse client base, providing up‑to‑the‑minute... ...experience within a professional services environment. Extensive knowledge of...TaxSeasonal workFlexible hours$142.6k - $261.5k
...The opportunity EY's Oracle Services practice is a national consulting... ...practice that assists in planning, pursuing, delivering and managing... .... We also provide our clients with experience in leading practices... ..., Revenue Management, Taxes, Fixed Assets, Cash Management...TaxSummer holidayRemote workFlexible hours$5,855.2 - $7,316.4 per month
...Department: Public Health Policy and Planning Division: Health Policy and Planning... ...individual for the position of Mobile Health Services Assistant - Spanish Speaking Preferred... ...and supporting services to patients and clients. Maintain records of all services...Full timeWork experience placementWork at officeImmediate start$27.5 - $34.86 per hour
Account Service Rep III (Redwood City, CA)JOB SUMMARY:The Account Services Representative III... ...; coordinates and approves IRA tax reporting; responds to staff questions related... ...and vision care coverage401(k) retirement plan with up to 150% matching employer contributionsAnnual...TaxHourly payWork experience placementWork at officeWeekend work- ...managing the corporate financial model and contributing to annual planning and board reporting. We seek a candidate with 6+ years of... ...Box AI to modernize financial processes and work closely with the tax team on forecasting. Strong leadership and communication skills...Tax
- The County of San Mateo seeks a skilled Property Appraiser to manage the appraisal of various property types for tax assessments. Duties include conducting appraisals, interacting with property owners, and ensuring compliance with California's property tax regulations....Tax
$180k - $220k
...closure, negotiate pricing and contractual agreements. Territory Planning and Forecasting: Develop and implement a strategic territory... ...Saving Account (HSA) and Flexible Spending Account (FSA) with tax saving options Expanded mental health support Paid...TaxFull timeWork at officeWork visaFlexible hoursShift work- ...Tax Manager Rootshell 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... ...performance, creates and implements tax plans and works with the accounting...TaxLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Services Associate: Estate & Tax Planning. Be the first to apply!
- office service associate Redwood City, CA
- transaction services specialist Redwood City, CA
- guest services associate Redwood City, CA
- service advisors Redwood City, CA
- food service officer Redwood City, CA
- facility service associate Redwood City, CA
- environmental services attendant Redwood City, CA
- human services specialist Redwood City, CA
- community services specialist Redwood City, CA
- car service advisor Redwood City, CA

