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United States
Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - 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 - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - 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 expert advice to operations and sales personnel regarding applicable laws, including the Internal Revenue Code, Employee Retirement Income Security Act of 1974 (ERISA),...

Posted On Sep 15, 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

Tax Senior Manager, Private Client Services Job Description Job Summary: The... Private Client Services at the... company is a specialized practice offering a high-touch approach to serve high-net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complex tax and...

Posted On Sep 10, 26
Full-time 3 views Experience : 5-5 yrs required
Job Tags:
company policies criminal family Insurance
Job Tags:
company policies criminal family Insurance

Business Tax Services - Private Clients Job Responsibilities: - Advise clients... in growing the company's private client tax practice, focusing... on ultra-high net worth individuals, trust, and estate clients. - Review and provide analyses of complex individual income tax, gift, estate, and trust...

Posted On Sep 15, 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

Job Title: Tax Manager, Private Client Services Job Responsibilities: - Manage... to identify and address client needs, tax planning, and... consulting opportunities. - Work directly with clients and their advisors to gather necessary information for tax return preparation. - Review individual, trust, estate, S-Corp,...

Posted On Sep 28, 26
Full-time 1 views Experience : Min 2 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

Job Title: Tax Senior, Private Client Services Job Responsibilities: A Tax... Senior in the Private Client Services department is... responsible for providing tax compliance and consulting services to high net-worth clients. The role requires utilizing educational background, professional experience, and a combination...

Posted On Sep 09, 26
Full-time 1 views Experience : Min 10 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

Title: Tax Managing Director, Private Client Services Job Responsibilities: - Leads... for identifying and addressing client needs, tax planning, and... consulting opportunities. - Provides executive presence and acts as the primary client contact for preparation and... presentation of issues and resolution to clients. -...

Posted On Sep 23, 26
Full-time 6 views Experience : 2-15 yrs required
Job Tags:
family Financial Institutions private client special projects Taxation
Job Tags:
family Financial Institutions private client special projects Taxation

Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: -... Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements for all phases of the engagement life cycle. - Provide...

Posted On Jul 28, 26
Full-time 4 views Experience : 4-7 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
40 Act Affirmative Action agreements asset management credit facilities Domestic Violence ERISA family fund formation LLC Partnership private equity Securities special projects spectrum stalking
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
40 Act Affirmative Action agreements asset management credit facilities Domestic Violence ERISA family fund formation LLC Partnership private equity Securities special projects spectrum stalking

Job Title: Private Funds Attorney Job Responsibilities: - Oversee... separately managed accounts. This includes documents such as limited partnership agreements, LLC agreements, subscription agreements, private placement memoranda, and other... ancillary documents. - Collaborate with structuring and product development teams to advise on struc...

Posted On Sep 14, 26
Full-time 26 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

prospective clients through deep client discovery and understanding. - Collaborate... opportunities with both new and existing clients. - Work on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision-making. - Present... information in an easily digest...

Posted On Sep 14, 26
Full-time 5 views
Job Tags:
banking Insurance investment management wealth management
Job Tags:
banking Insurance investment management 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 15, 26
Full-time 1 views Experience : 5-5 yrs required
Job Tags:
Affirmative Action family Partnership Software trusts
Job Tags:
Affirmative Action family Partnership Software trusts

Job Title: Tax Manager, Private Wealth Job Responsibilities: - Deliver tax... and business advisory services and tax compliance to high-net-worth individuals and trusts. - Collaborate with firm leadership to serve clients and contribute to business growth, directly impacting the firm's success. - Mentor and...

Posted On Sep 14, 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... assets, both from existing client base and new client... acquisition. - Advise clients... on...

Posted On Sep 15, 26
Full-time 2 views Experience : 5-5 yrs required
Job Tags:
Affirmative Action family
Job Tags:
Affirmative Action family

Title: Tax Manager - Private Wealth Job Responsibilities: - Be a... and advisory services to private wealth clients, including ultra-high-net-worth... families, closely held businesses, and trust and estate work. - Oversee and provide services related to accounting, bookkeeping, and prepared or compiled financials. -...

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 for problem-solving and delivering sustained outcomes. - Analyze complex issues and mentor team members, ensuring high standards in deliverables. - Build and nurture client relationships, developing a thorough... understanding of their business contexts. - Navigate complex situations to enhance personal and prof...

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: As a Tax... business advisory services to private companies. Your role will... their operational efficiency. You will experience the entire business life cycle of a private company and help design... and implement personalized serv...

Posted On Oct 01, 26
Full-time 1 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

of top-quality services. - Manage client service accounts and engagement... workstreams, ensuring that client needs are met effectively... and efficiently. - Solve and analyze complex problems, providing clients with innovative and effective solutions. - Adopt a the unique needs of private companies and...

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 1 views Experience : Min 6 yrs required
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships stage wealth management
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships stage wealth management

and maintaining operational excellence. - Innovate and streamline operational processes to enhance efficiency and effectiveness. - Assure project success through senior-level client interaction by leveraging influence,... specialized knowledge, and networks to deliver quality results. - Develop and lead top-performing teams, fostering an env...

Posted On Sep 14, 26
Full-time 17 views Experience : Min 10 yrs required
Practice Area:
Tax - M&A and Transactions Tax - Federal
Job Tags:
acquisitions asset purchase agreements directors finance M&A marketing mergers Mergers and Acquisitions restructuring Software special projects stock purchase agreements Taxation
Practice Area:
Tax - M&A and Transactions Tax - Federal
Job Tags:
acquisitions asset purchase agreements directors finance M&A marketing mergers Mergers and Acquisitions restructuring Software special projects stock purchase agreements Taxation

tasked with advising clients on . federal income tax issues related to mergers and acquisitions. The primary responsibilities include: - Serving as the primary client contact for technical tax... work, focusing on structuring and restructuring, consolidated return subsidiary share basis, earn...

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