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United States
Posted On Sep 08, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - Exempt Organization Tax - General
Job Tags:
Asset Protection Energy Estate Planning family Syndication
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - Exempt Organization Tax - General
Job Tags:
Asset Protection Energy Estate Planning family Syndication

comprehensive system. - Connect clients with appropriate fulfillment options such as CPAs, wealth advisors, and deal clubs. - Conduct 10-25 client meetings per week, dedicating... approximately one hour per day to client work. - Utilize AI to... proactively solve problems and enhance productiv...

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Posted On Sep 07, 26
Full-time 9 views Experience : 11-20 yrs required
Practice Area:
Tax - Private Client Services
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Practice Area:
Tax - Private Client Services
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Managing Director, Tax - Private Client Job Responsibilities: The... Managing Director, Tax - Private Client at Company is... other clients. Key responsibilities include: - Delivering tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. - Develo...

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Posted On Sep 07, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Title: Manager, Tax - Private Client Job Responsibilities: The... Private Client Tax Manager acts... integral member of various client service teams. This role... requires substantial knowledge in taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth...

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Posted On Aug 27, 26
Full-time Experience : Min 12 yrs required
Job Tags:
asset management banking credit facilities mortgage loans private client shareholders
Job Tags:
asset management banking credit facilities mortgage loans private client shareholders

Job Title: Private Client Advisor II Job Responsibilities: The... Private Client Advisor II is... acquiring new clients, deepening client relationships, and building upon... responsibilities include leading the Client Management Process and partnering... to provide a Branded Client Experience, which includes offering... the full array of Private Bank and the bank's......

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Posted On Aug 26, 26
Full-time 9 views Experience : Min 8 yrs required
Practice Area:
Tax - Federal Tax-General Practice (Transaction)
Job Tags:
equity Ethics family finance H-1B partnerships stage wealth management
Practice Area:
Tax - Federal Tax-General Practice (Transaction)
Job Tags:
equity Ethics family finance H-1B partnerships stage wealth management

Title: Tax Director - Private Companies Job Responsibilities: As a Tax... Director within the company, the role involves working as part of a team of problem solvers to address complex business issues ranging from strategy to execution. The responsibilities include: - Supporting the...

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Posted On Sep 11, 26
Full-time Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

Tax Senior - Private Wealth Duties: The candidate... support the preparation of tax returns, and help prepare for client meetings tied to compliance... and consulting projects. Contribute to tax planning opportunities and help clients understand the implications of important transactions....

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Posted On Aug 10, 26
Full-time Experience : Min 10 yrs required
Job Tags:
family partnerships Taxation
Job Tags:
family partnerships Taxation

Title: Tax Principal - Private Industries Job Responsibilities: - Lead... the firm's services to fully meet client needs. - Assume full... responsibility for all services provided to clients in a book of business. - Actively develop new business and expand servic...

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Posted On Aug 26, 26
Full-time 6 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B renewals
Job Tags:
Code of Conduct family finance H-1B renewals

Title: Tax Manager - Private Companies Job Responsibilities: - Supervise, develop,... and the successful execution of client service engagements. - Manage client... service accounts and engagement... top-quality deliverables tailored for private companies. - Adopt a practical... the unique needs of private companies and their...

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Posted On Aug 26, 26
Full-time 4 views Experience : Min 6 yrs required
Job Tags:
equity Ethics family finance H-1B stage wealth management
Job Tags:
equity Ethics family finance H-1B stage wealth management

Tax Senior Manager - Private Companies The candidate will... the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time...

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Posted On Sep 07, 26
Full-time 5 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

Job Title . Private Bank – Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience - Generate business... both from the existing client base and new client... acquisition - Advise clients... on...

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Posted On Sep 11, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate... Prepare for and lead client meetings related to compliance... and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on a broader leadership footprint by...

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Posted On Sep 07, 26
Full-time 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

Job Title: . Private Bank – Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business results... from both the existing client base and new client... acquisition. - Advise clients on... their...

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Posted On Sep 11, 26
Full-time Experience : 8-8 yrs required
Job Tags:
acquisitions asset management criminal divestitures hedge funds Immigration Insurance M&A mergers Mergers and Acquisitions Mutual Funds partnerships portfolio companies portfolio company private equity restructuring stage
Job Tags:
acquisitions asset management criminal divestitures hedge funds Immigration Insurance M&A mergers Mergers and Acquisitions Mutual Funds partnerships portfolio companies portfolio company private equity restructuring stage

Job Title: Private Equity Mergers & Acquisitions... with a focus on Private Equity (PE), the responsibilities... inorganic growth and value creation. The Senior Manager will: - Partner with private equity clients to evaluate... their portfolios and engage in buy-side and sell-side...

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Posted On Jul 20, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Corporate - M&A Corporate - General
Job Tags:
acquisitions acquisitions and divestitures asset purchase agreements confidentiality agreements Corporate Law corporate transactions divestitures due diligence letters of intent M&A mergers stock purchase agreements
Practice Area:
Corporate - M&A Corporate - General
Job Tags:
acquisitions acquisitions and divestitures asset purchase agreements confidentiality agreements Corporate Law corporate transactions divestitures due diligence letters of intent M&A mergers stock purchase agreements

Purchase Agreements (APAs), Letters of Intent (LOIs), Confidentiality Agreements (NDAs), Disclosure Schedules, and ancillary transaction documents. - Conduct legal due diligence and identify legal risks associated with acquisitions and divestitures. - Support all stages of private M&A transactions, from i......

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Posted On Jul 20, 26
Full-time Experience : 2-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
40 Act AML asset management capital raising contracts derivatives fund formation hedge funds Insurance Investment Advisers Act of 1940 regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
40 Act AML asset management capital raising contracts derivatives fund formation hedge funds Insurance Investment Advisers Act of 1940 regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

and administration of Insurance Dedicated Funds (IDFs) and separately managed accounts (SMAs). The innovative platform enables investment managers to create tax-compliant IDFs and SMAs that seamlessly integrate with insurance company Private Placement Variable Annuity and... Private Placement Life Insurance accou......

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Posted On Jul 27, 26
Full-time 6 views Experience : Min 8 yrs required
Practice Area:
Construction/Developer-Agreements & Transactions Construction - General
Job Tags:
agreements Commercial Contracts construction Construction Law Government government contracts
Practice Area:
Construction/Developer-Agreements & Transactions Construction - General
Job Tags:
agreements Commercial Contracts construction Construction Law Government government contracts

Title: Construction Attorney (Part-Time, Remote) Job Responsibilities: - Draft, review, and negotiate construction and commercial agreements. - Advise clients on construction risk, project delivery methods, and contract administration. - Provide legal guidance on infrastructure, engineering, and construction-related matters. - Support clients with government contracting, public...

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Posted On Jul 27, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Corporate - M&A Corporate - General Corporate - Securities and Capital Markets
Job Tags:
acquisitions agreements bylaws corporate governance corporate transactions entity formation family M&A mergers Mergers and Acquisitions operating agreements purchase and sale agreements restructuring
Practice Area:
Corporate - M&A Corporate - General Corporate - Securities and Capital Markets
Job Tags:
acquisitions agreements bylaws corporate governance corporate transactions entity formation family M&A mergers Mergers and Acquisitions operating agreements purchase and sale agreements restructuring

Title: Corporate M&A Attorney (Part-Time, Remote) Job Responsibilities: - Advise clients on mergers, acquisitions, restructurings, and other strategic transactions. - Draft, review, and negotiate a variety of corporate documents and agreements, including: - Operating agreements - Bylaws - Shareholder agreements - Member agreements...

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Posted On Jul 31, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Insurance Defense - General Trucking and Auto Defense Personal Injury Defense
Job Tags:
air bodily injury Case Law depositions evidence Family and Medical Leave Act FMLA insurance defense Litigation Partnership partnerships regulatory compliance second chair spectrum subrogation trials
Practice Area:
Insurance Defense - General Trucking and Auto Defense Personal Injury Defense
Job Tags:
air bodily injury Case Law depositions evidence Family and Medical Leave Act FMLA insurance defense Litigation Partnership partnerships regulatory compliance second chair spectrum subrogation trials

Title Senior Trial Attorney Job Responsibilities - Represent insured individuals and the company in the defense of bodily injury and property damage lawsuits, subrogation, and financial cases. - Prepare thoroughly for and conduct hearings, trials, mediations, and depositions. - Prepare...

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Posted On Aug 05, 26
Full-time Experience : Min 8 yrs required
Practice Area:
Food & Drug Law
Job Tags:
Agriculture regulatory compliance
Practice Area:
Food & Drug Law
Job Tags:
Agriculture regulatory compliance

Title: Food & Agriculture Attorney (Part-Time, Remote) Job Responsibilities: - Advise clients operating in the food, agriculture, livestock, ranching, beef production, and agribusiness sectors. - Research and respond to regulatory compliance questions and industry-specific legal issues. - Counsel clients on regulatory, commercial, operational, and...

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Posted On Aug 20, 26
Full-time 1 views Experience : 3-7 yrs required
Practice Area:
Construction/Developer-Agreements & Transactions Construction - General
Job Tags:
Bribery brokers construction contracts data privacy Insurance Joint Ventures regulatory compliance
Practice Area:
Construction/Developer-Agreements & Transactions Construction - General
Job Tags:
Bribery brokers construction contracts data privacy Insurance Joint Ventures regulatory compliance

appointment contracts received with client tenders to identify risks... to the company. - Negotiate and draft appointment contracts and joint venture agreements, including drafting supply chain step-down contracts. - Liaise closely with commercial teams to manage the process of contract review through...

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