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Attorney in Greenville, NC

In-House • **Members Only** Greenville, NC

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Posted On Sep 07, 26

Full-time 1 views Experience : Min 5 yrs required

Job Tags:

acquisitions Affirmative Action criminal due diligence Equal Pay Act investment bankers M&A mergers Mergers and Acquisitions ordinances Partnership private equity Taxation

Manager, Transaction Advisory - M&A Tax The candidate will lead strategic consulting engagements with clients on enhancing federal tax opportunities and managing federal tax risk associated with mergers and acquisitions, including post-acquisition actions. Oversee comprehensive tax due diligence by directing...

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Tax - Private Client Services Attorney / Tax - General Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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Posted On Sep 03, 26

Full-time 1 views Experience : 5-6 yrs required

Practice Area:

Tax - Private Client Services Tax - General

Job Tags:

Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

Business Tax Services - Private Tax - High Net... Responsibilities: As a Manager in Private Tax at the company,... for providing personal and private tax advice and compliance... families, and owners of private wealth. This role involves... family, business entities, and private wealth management matters, including......

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Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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Posted On Sep 07, 26

Full-time 9 views Experience : Min 11 yrs required

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 is a crucial... role within the company, providing sophisticated tax compliance, consulting, and planning services tailored to individuals, multi-generational families, fiduciaries, and other ultra-high net worth clients....

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Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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Posted On Aug 27, 26

Full-time 1 views Experience : Min 5 yrs required

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Manager, Private Client Services Job Responsibilities: A Tax... Manager in the Private Client Services department is... responsible for delivering high-quality tax compliance and consulting services to high net-worth individuals and engagements, identifying and addressing client needs, and providing tax......

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Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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Posted On Sep 07, 26

Full-time Experience : Min 5 yrs required

Job Tags:

Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Title: Manager, Tax - Private Client Job Responsibilities: - Provide tax... compliance partnerships, trusts, estates, and private foundations. - Develop, build, and... manage client relationships as part of... expand business opportunities and client relationships. - Maintain functional expertise... family structures to address client conce...

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Corporate - M&A Attorney / Corporate - Private Equity Attorney / Corporate - Asset/Investment Management Attorney / Corporate - General Attorney / Corporate - Compliance Attorney / Corporate - Securities and Capital Markets Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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Posted On Aug 27, 26

Full-time 2 views Experience : 7-15 yrs required

Practice Area:

Corporate - M&A Corporate - Private Equity Corporate - Asset/Investment Management Corporate - General Corporate - Compliance Corporate - Securities and Capital Markets

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 Corporate M&A and GSSI transactions, including purchases, investments, sales, and wind-downs of businesses. - Coordinate with Corporate M&A and GSSI teams across various...

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Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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Posted On Sep 01, 26

Full-time 8 views Experience : 8-10 yrs required

Job Tags:

asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

Job Title: Private Banker Job Responsibilities: - Develops and... manages client relationships with high-net-worth and... ultra-high-net-worth individuals and families within a specific market. - Provides integrated financial services advice including banking, credit, asset management, trust and estate planning, and brokerage. - Manages overall relationship...

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Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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Posted On Aug 17, 26

Full-time 14 views Experience : Min 7 yrs required

Job Tags:

Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

Tax Senior Manager - Private Company Job Responsibilities: -... the engagement team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary Taxation. This includes planning and executing client tax engagements. - Collaborate... with specialists regardi...

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Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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Posted On Sep 03, 26

Full-time 1 views Experience : 5-6 yrs required

Job Tags:

Capital Markets family partnerships pension private equity Software spectrum Taxation wealth management wealth transfer

Business Tax Services - Private Tax Partnerships Duties: The... candidate will be preparing or reviewing federal and state tax returns for . partnerships. This includes the preparation and review of foreign reporting requirements for cross-border tax compliance such as foreign...

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Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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Posted On Sep 07, 26

Full-time 41 views Experience : Min 6 yrs required

Job Tags:

banking equity hedge funds Insurance investment management private equity wealth management

or Vice President - Private Banker Experience ... years of experience in Private Banking or Financial Services... Friendly Headings H1: Join . Morgan's . Private Bank as a Private... Banker - Executive Director... or Vice President in Charlot...

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Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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Posted On Sep 07, 26

Full-time 35 views Experience : Min 6 yrs required

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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Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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Posted On Aug 26, 26

Full-time 17 views Experience : Min 8 yrs required

Job Tags:

equity Ethics family finance H-1B partnerships stage wealth management

Title: Tax Director - Private Companies Job Responsibilities: As a Tax... business advisory services to private companies. Your responsibilities will... include: - Assisting private companies with business advisory... needs such as audit, tax compliance, and planning to enhance operational efficiency. - Guiding clients through...

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Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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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

Title: Tax Manager - Private Companies Job Responsibilities: - Supervise, develop,... teams to ensure effective client service delivery. - Manage client... service accounts and engagement... holistic approach tailored to the unique needs of private companies and their owners. -... Thrive in environments with com...

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Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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Posted On Aug 26, 26

Full-time 10 views Experience : Min 2 yrs required

Job Tags:

equity Ethics family H-1B marketing Partnership partnerships stage wealth management

crucial role in helping private companies with various business... advisory needs. Your responsibilities will include: - Acting as a tax advisor dedicated to innovation, employing advanced skills and technology to solve complex problems and deliver sustained outcomes for clients. - Analyzing intricate...

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Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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Posted On Aug 26, 26

Full-time 8 views Experience : Min 4 yrs required

Job Tags:

equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management

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 that can be spent focusing on business strategy. Assist...

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Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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Posted On Aug 26, 26

Full-time 9 views Experience : Min 6 yrs required

Job Tags:

equity Ethics family finance H-1B M&A marketing Partnership partnerships stage wealth management

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 that can be spent focusing on business strategy. Assist...

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Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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Posted On Aug 26, 26

Full-time 9 views Experience : Min 6 yrs required

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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Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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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 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...

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Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

Apply

Posted On Sep 07, 26

Full-time 1 views

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... both from the existing client base and through new... client acquisition. - Advise clients on......

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Attorney in Charlotte, NC

In-House • **Members Only** Charlotte, NC

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Posted On Sep 07, 26

Full-time 1 views Experience : 6-10 yrs required

Job Tags:

ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills

Job Title: Private Wealth Services Tax Manager Job... family business clients. - Collaborate with the Private Wealth Services Tax team... to make recommendations on return preparation and tax savings opportunities. - Focus on accuracy, quality, and client service. - Provide tax planning... and consu...

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