- Deloitte (Costa Mesa, CA)
- …May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- Columbia Bank (Irvine, CA)
- …business development, relationship and portfolio management, private banking, and wealth management skills. + Intermediate estate planning, tax , advanced ... position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary role...partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in… more
- Grant Thornton (Los Angeles, CA)
- …clients with over 600 PE firm relationships, our wealth of experience in private equity helps us perform unparalleled tax and audit services for our PE ... to serve as the Relationship Strategy & Enablement Director within our Private Equity division. This role is responsible for designing and delivering training… more