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United States
Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Energy Partnership private client Taxation
Job Tags:
Energy Partnership private client Taxation

Job Title: Private Client Services Tax Manager Job... Responsibilities: As a Private Client Services Tax Manager,... you will be responsible for leading all aspects of tax engagements and supervising/mentoring staff while building and maintaining relationships with clients. Your primary duties will...

Posted On Sep 22, 26
Full-time Experience : Min 3 yrs required
Job Tags:
acquisitions divestitures due diligence Energy M&A mergers private equity Taxation
Job Tags:
acquisitions divestitures due diligence Energy M&A mergers private equity Taxation

due diligence and structuring engagements for private equity and strategic clients... across various industries. - Managing multiple work streams simultaneously. - Collaborating with client management on diligence focus... areas and providing real-time communications regarding issues and deal considerations. - Preparing reports that outline...

Posted On Sep 15, 26
Full-time 3 views Experience : Min 6 yrs required
Job Tags:
finance hedge funds partnerships private equity Software Taxation Venture Capital
Job Tags:
finance hedge funds partnerships private equity Software Taxation Venture Capital

and reporting burdens. - Ensure self and client service teams comply with... all company policies, standards, and the Tax Quality Manual. - Apply understanding of client’s unique circumstances, documentation, and other legal requirements to prepare necessary filings (tax returns). - Collect all...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
finance Software Taxation
Job Tags:
finance Software Taxation

clients. - Ensure self and client service teams comply with... company policies, standards, and the Tax Quality Manual. - Manage projects by planning the tax process and procedures to be performed with quality. - Answer preparer questions and coordinate engagement from onset by...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
finance hedge funds partnerships private equity Software Taxation Venture Capital
Job Tags:
finance hedge funds partnerships private equity Software Taxation Venture Capital

compliance and consulting services to the company's Venture Capital, Private Equity, Hedge Fund, and... Real Estate clients. The key responsibilities include: Tax Compliance: - Ensuring clients comply with all applicable authorities while minimizing their tax and reporting burdens....

Posted On Sep 14, 26
Full-time 4 views Experience : 12-18 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: -... clients and deepening existing client relationships to achieve business... development goals. - Leading the Client Management Process and partnering... to provide a Branded Client Experience. - Ensuring retention of... a comprehensive range of Private Bank and the bank's... client...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

Title: Tax Manager - Private Client Services Job Responsibilities: - Lead... and manage tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities. - Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns. -...

Posted On Sep 23, 26
Contract, Full-time 1 views
Job Tags:
Corporation family finance Fringe Benefits Limited Liability Company LLC Partnership private client Taxation Visa
Job Tags:
Corporation family finance Fringe Benefits Limited Liability Company LLC Partnership private client Taxation Visa

Title: Intern, Federal Tax (Private Client Services) - Summer... 2027 Job Responsibilities: As an intern with the company, responsibilities include: - Perform special consulting projects such as preparing year-end tax projections, identifying and researching planning ideas, and preparing financial analysis to obtain optimal...

Posted On Sep 14, 26
Full-time 2 views Experience : 7-10 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements banking corporate governance corporate transactions Government IP Litigation M&A private equity regulatory compliance shareholders
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements banking corporate governance corporate transactions Government IP Litigation M&A private equity regulatory compliance shareholders

Title: Attorney - Corporate M&A Transactions and Global Strategic and Sustainable Investments Job Responsibilities: - Provide legal counsel on matters related to Corporate Transactions M&A and Global Strategic and Sustainable Investments, including transactions such as purchases, investments, sales, and wind downs of...

Posted On Sep 21, 26
Full-time Experience : Min 8 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse

Job Title: Senior Counsel Private Bank Internal Revenue Code... and Employee Retirement Income Security Act Job Responsibilities: - Provide substantial expertise with Individual Retirement Accounts (IRAs), acting as the primary resource on this subject. - Advise operations and sales personnel on laws, including...

Posted On Sep 23, 26
Full-time 1 views Experience : 4-7 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
corporate transactions M&A private equity
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
corporate transactions M&A private equity

be part of the Private Equity Practice Group at... a reputed firm, providing legal expertise and support in mergers and acquisitions as well as general corporate transactions. The responsibilities include: - Representing clients in both buyside and sellside matters, ensuring that...

Posted On Sep 14, 26
Full-time 29 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

clients, based on deep client discovery and understanding. - Work... opportunities with new and existing clients. - Collaborate on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making. -... Present in an easily digestible, conversat...

Posted On Sep 14, 26
Full-time 17 views Experience : Min 15 yrs required
Job Tags:
banking equity hedge funds investment management private equity wealth management
Job Tags:
banking equity hedge funds 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... assets, both from existing client base and new client... acquisition. - Advise clients... on...

Posted On Sep 14, 26
Full-time 2 views Experience : Min 3 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... assets, both from existing client base and new client... acquisition. - Advise clients on... their...

Posted On Sep 25, 26
Full-time 1 views 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...

Posted On Oct 01, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
equity Ethics family H-1B marketing Partnership partnerships stage wealth management
Job Tags:
equity Ethics family H-1B marketing Partnership partnerships stage wealth management

technology to solve problems and deliver sustained outcomes. - Analyze complex problems and mentor team members while maintaining rigorous standards of excellence in deliverables. - Build and nurture client relationships, developing a thorough... understanding of business contexts. - Navigate complex situations to enh...

Posted On Oct 01, 26
Full-time 1 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 Job Responsibilities: - Lead large... projects and innovate processes for operational excellence. - Interact with clients at a senior level to drive project success. - Leverage influence, specialized knowledge, and network to deliver quality results. - Provide clients with...

Posted On Oct 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
equity Ethics family finance H-1B stage wealth management
Job Tags:
equity Ethics family finance H-1B stage wealth management

Title: Tax Director - Private Companies Job Responsibilities: - Lead the... and implementation of impactful private company services. - Set strategic... significant decisions. - Maintain executive-level client relationships. - Shape client engagements... to confirm business growth. - Mentor and develop future leaders. - Foster a culture of...

Posted On Oct 01, 26
Full-time 2 views Experience : Min 4 yrs required
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management

performance and growth. - Manage client service accounts and oversee... workstreams to deliver optimal client outcomes. - Solve and analyze... a practical and holistic approach tailored to the unique needs of private companies and their owners. -... Thrive in environments with complex transa...

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