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United States
Posted On Aug 27, 26
Full-time
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Senior, Private Client Services Job Responsibilities: - Engage in tax and consulting projects, enhancing skills to identify and address client needs. - Collaborate with clients and their advisors to collect necessary information for tax return preparation. - Prepare...

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Posted On Aug 27, 26
Full-time
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

consulting services to high net-worth clients. Key responsibilities include: - Leading tax and consulting engagements and teaching teams to identify and address client needs, tax planning, and consulting opportunities. -... Acting as the primary client contact, providing executive pre...

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Posted On Sep 07, 26
Full-time 9 views Experience : Min 6 yrs required
Job Tags:
asset management banking equity Financial Institutions Government hedge funds Insurance Investment Banking investment management private equity spectrum wealth management
Job Tags:
asset management banking equity Financial Institutions Government hedge funds Insurance Investment Banking investment management private equity spectrum wealth management

Title . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client...

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title . Private Bank – Private Banker – Vice President Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...

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Posted On Sep 10, 26
Full-time Experience : Min 2 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation

funds, private equity, real estate) with state and local... issues including compliance, advising, planning, and controversies. Participate in... multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and...

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Posted On Aug 27, 26
Full-time Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

to high net-worth clients. The key duties include managing tax and consulting engagements, identifying and addressing client needs, and identifying tax planning and consulting opportunities. The... role involves working directly with clients and their advisors to gather necessary information for...

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Posted On Aug 27, 26
Full-time Experience : Min 7 yrs required
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation

and consulting services to high-net-worth clients. The role requires significant knowledge in taxation related to personal income, estate and gift tax, wealth... retention strategies, and taxation of entities owned by business owners, including partnership and corporate taxation. Key responsibilities include: -...

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