Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Sep 09, 26

Full-time 1 views Experience : 5-9 yrs required

Job Tags:

banking criminal Estate and Trust family Financial Institutions health insurance Insurance investment management Water

Title: Senior Wealth Strategist / Certified Financial Planner - JD / LLM Job Responsibilities: The Senior Wealth Strategist / Certified Financial Planner is responsible for providing specialized wealth planning for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients to...

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Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Sep 08, 26

Full-time 2 views Experience : 4-6 yrs required

Job Tags:

Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job Responsibilities: As a Manager in Private Tax at the company, you will play a crucial role in providing sophisticated personal and private tax advice and compliance...

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Finance - Structured Finance Attorney / Finance - General Attorney / Finance - Banking Attorney / Real Estate - Finance Attorney / Real Estate- Commercial Transactions Attorney / Real Estate - General Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Aug 25, 26

Full-time 1 views Experience : 3-5 yrs required

Practice Area:

Finance - Structured Finance Finance - General Finance - Banking Real Estate - Finance Real Estate- Commercial Transactions Real Estate - General

Job Tags:

acquisitions agreements brokers Capital Markets commercial real estate construction corporate governance developers Employee Compensation Energy equity finance financing documents Insurance intercreditor agreements Joint Ventures lending licensing mergers mezzanine financing partnerships real estate finance securitization structured finance title

Title: Legal Counsel Job Responsibilities: Transactional Support - Review, negotiate, and manage commercial real estate financing documents. - Support the structuring and closing of C-PACE transactions nationwide. - Review loan documents, intercreditor agreements, subordination agreements, guaranties, and related transaction documents. - Assist with construction financing, draw...

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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Aug 26, 26

Full-time 2 views Experience : Min 1 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning Insurance Paternity Software

Title: Associate Attorney Job Responsibilities: - Host and speak at public workshops to educate potential clients on estate and financial planning options - Conduct client consultations, gather necessary information, and help clients take action - Design and review individualized estate plans to ensure alignment...

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Corporate - Contract Law Attorney / Corporate - Compliance Attorney / Corporate - General Attorney / Construction/Developer-Agreements & Transactions Attorney / Real Estate- Commercial Transactions Attorney / Real Estate - General Attorney / Construction

In-House • **Members Only** Appleton, WI

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Posted On Aug 30, 26

Full-time 2 views

Practice Area:

Corporate - Contract Law Corporate - Compliance Corporate - General Construction/Developer-Agreements & Transactions Real Estate- Commercial Transactions Real Estate - General Construction - General

Job Tags:

agreements Commercial Law construction contracts family

Description Company is a family of companies dedicated to transforming the built environment and related industries through innovation, Lean methodology, and continuous improvement. As an employee- and family-owned organization, it is headquartered in Appleton, Wisconsin, promoting a culture of shared...

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Attorney in Madison, WI

In-House • **Members Only** Madison, WI

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Posted On Aug 20, 26

Full-time 2 views

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager within the Private Client Services (PCS) at the company is tasked with various critical duties aimed at providing comprehensive tax compliance and consulting services to high-net-worth clients. The responsibilities...

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Corporate - Technology Transactions Attorney / Corporate - M&A Attorney / Corporate - General Attorney / Corporate - Securities and Capital Markets Attorney / Corporate - Contract Law Attorney / Health Care - Compliance, Transactions, HIPAA Attorney / He

In-House • **Members Only** Verona, WI

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Posted On Aug 18, 26

Full-time 2 views Experience : 4-6 yrs required

Practice Area:

Corporate - Technology Transactions Corporate - M&A Corporate - General Corporate - Securities and Capital Markets Corporate - Contract Law Health Care - Compliance, Transactions, HIPAA Health Care - General

Job Tags:

agreements artificial intelligence Biotechnology corporate governance Corporate Law distribution agreements due diligence equity licensing agreements life sciences Litigation NASDAQ pharmaceuticals Privacy Securities stage technology transactions

Title: Corporate Counsel II Job Responsibilities: - Draft and negotiate a wide range of agreements related to the company’s business and provide valued legal advice to business stakeholders during contract negotiations. - Provide strategic advice and counsel on legal matters affecting existing or...

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Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Aug 23, 26

Full-time 2 views Experience : Min 10 yrs required

Job Tags:

Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary FINRA Insurance OFAC pension stage wealth management wealth transfer

Wealth Strategist Job Responsibilities The PWM Wealth Strategist is tasked with collaborating with Private Wealth Advisors to cultivate and establish new client relationships, typically with individuals whose net worth exceeds $10 million, within the Private Wealth Management sector. The strategist plays a...

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Attorney in Fitchburg, WI

In-House • **Members Only** Fitchburg, WI

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Posted On Aug 21, 26

Full-time

Job Tags:

artificial intelligence Elder Law Estate Planning estates marketing Software title trusts

Practice Success Coach (Virtual, Full-time) Job Responsibilities: The Practice Success Coach plays a crucial role in supporting member engagement and retention by providing coaching, education, training, content, and practical resources to help estate planning attorneys build successful law practices. The key responsibilities...

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Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Aug 20, 26

Full-time 1 views Experience : Min 2 yrs required

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Senior, Private Client Services Job Responsibilities: - Participate in tax and consulting engagements, enhancing skills in identifying and addressing client needs. - Collaborate with clients and their advisors to gather necessary information for tax return preparation. - Prepare...

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Attorney in Madison, WI

In-House • **Members Only** Madison, WI

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Posted On Aug 20, 26

Full-time 3 views Experience : Min 5 yrs required

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services division is tasked with leveraging their educational background and professional expertise to deliver tax compliance and consulting services to high net-worth clients. Key responsibilities...

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Attorney in Madison, WI

In-House • **Members Only** Madison, WI

Apply

Posted On Aug 20, 26

Full-time 1 views

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Senior, Private Client Services Job Responsibilities: - Participate in tax and consulting engagements, enhancing skills in identifying and addressing client needs. - Work with clients and their advisors to gather necessary information for tax return preparation. - Prepare complex individual, trust, estate,...

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Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Aug 20, 26

Full-time 2 views Experience : Min 3 yrs required

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Experienced Senior, Private Client Services Job Responsibilities: A Tax Experienced Senior in Private Client Services is responsible for leveraging their educational background and professional experience to offer tax compliance and consulting services to high net-worth clients. The role involves: - Participating...

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Attorney in Madison, WI

In-House • **Members Only** Madison, WI

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Posted On Aug 20, 26

Full-time 2 views Experience : Min 3 yrs required

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Experienced Senior, Private Client Services Job Responsibilities: - Participate in tax and consulting engagements, enhancing skills in identifying and addressing client needs, tax planning, and consulting opportunities. - Work directly with clients and their advisors to gather information needed...

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Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

Apply

Posted On Aug 20, 26

Full-time 1 views

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at the company is tasked with leveraging their educational background, professional experience, and a range of skills to deliver tax compliance and consulting services to high...

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Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

Apply

Posted On Aug 20, 26

Full-time 2 views Experience : Min 10 yrs required

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in Private Client Services is tasked with utilizing their educational background and professional experience to offer tax compliance and consulting services to high net-worth clients. The role involves a...

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Insurance Coverage Attorney / Insurance Defense - General Attorney / Personal Injury Defense Attorney in Madison, WI

In-House • **Members Only** Madison, WI

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Posted On Aug 20, 26

Full-time 1 views Experience : 3-4 yrs required

Practice Area:

Insurance Coverage Insurance Defense - General Personal Injury Defense

Job Tags:

bodily injury Energy family general liability Insurance insurance coverage insurance defense Litigation Mediation professional liability

Title: Corporate & Litigation Counsel Job Responsibilities: - Investigate, analyze, and strategize to adjust loss/expense reserves and effectively manage claims and litigation involving bodily injury, property damage, professional liability, and D&O to achieve the best possible outcome. - Provide counsel and take action...

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Corporate - Technology Transactions Attorney / Corporate - Securities and Capital Markets Attorney / Corporate - General Attorney / Health Care - Compliance, Transactions, HIPAA Attorney / Health Care - General Attorney in Madison, WI

In-House • **Members Only** Madison, WI

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Posted On Aug 18, 26

Full-time 3 views Experience : 4-6 yrs required

Practice Area:

Corporate - Technology Transactions Corporate - Securities and Capital Markets Corporate - General Health Care - Compliance, Transactions, HIPAA Health Care - General

Job Tags:

agreements artificial intelligence Biotechnology corporate governance Corporate Law distribution agreements due diligence equity licensing agreements life sciences Litigation NASDAQ pharmaceuticals Privacy Securities stage technology transactions

Title: Corporate Counsel II Job Responsibilities: - Draft and negotiate a wide range of agreements related to the company's business, providing valuable legal advice to business stakeholders during contract negotiations. - Provide strategic advice and counsel on legal matters affecting existing or proposed...

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Attorney in Wausau, WI

In-House • **Members Only** Wausau, WI

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Posted On Aug 18, 26

Full-time 4 views Experience : Min 10 yrs required

Job Tags:

Partnership Taxation

Title: Tax Senior Manager - Real Estate Job Responsibilities: - Lead and manage complex real estate tax compliance and consulting engagements, ensuring accuracy and timeliness. - Serve as a trusted advisor to clients, providing proactive guidance on tax strategies and industry trends. - Mentor...

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Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

Apply

Posted On Aug 18, 26

Full-time 8 views Experience : Min 10 yrs required

Job Tags:

Partnership Taxation

Title: Tax Senior Manager - Real Estate Job Responsibilities: - Lead and manage complex real estate tax compliance and consulting engagements, ensuring accuracy and timeliness. - Serve as a trusted advisor to clients, providing proactive guidance on tax strategies and industry trends. - Mentor...

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