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United States
Posted On Aug 27, 26
Full-time 21 views Experience : Min 12 yrs required
Job Tags:
asset management banking credit facilities private client shareholders
Job Tags:
asset management banking credit facilities private client shareholders

Job Title: Private Client Advisor II Job Responsibilities: -... Lead the client management process (CMP) within... the client team to identify new... risk appetite. - Lead the client team to deliver meaningful... interactions and a branded client experience. - Develop an in-depth... understanding of...

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Posted On Aug 31, 26
Full-time 9 views Experience : 4-4 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Title: Tax Manager - Private Client Services Job Responsibilities: Managers in... the Private Client Services (PCS) practice... at the company are tasked with overseeing multiple engagement teams handling a diverse array of sophisticated clients. These clients may include some of the wealthiest...

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Posted On Sep 07, 26
Full-time 6 views Experience : Min 11 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

Managing Director, Tax - Private Client Job Responsibilities: The Managing Director,... Tax - Private Client at Company is... partnerships, trusts, estates, and private foundations. The role involves... developing and managing client relationships, participating in business... development activities, and engaging in networking to...

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Posted On Aug 27, 26
Full-time 2 views 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 required information for tax return preparation. - Review individual, trust, estate, S-Corp,...

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Posted On Aug 21, 26
Full-time 11 views Experience : Min 6 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Contract Law Finance - Project Finance Finance - Structured Finance Corporate - General
Job Tags:
agreements confidentiality agreements credit agreements equity family finance Insurance intercreditor agreements investment management project finance Securities special projects structured finance Workouts
Practice Area:
Corporate - Asset/Investment Management Corporate - Contract Law Finance - Project Finance Finance - Structured Finance Corporate - General
Job Tags:
agreements confidentiality agreements credit agreements equity family finance Insurance intercreditor agreements investment management project finance Securities special projects structured finance Workouts

for domestic and cross-border private investments, including structured products,... traditional corporates, private debt and equity funds,... project finance, and asset-backed finance. - Advise investment professionals on legal issues and risks related to transaction terms, structure, amendments, and consents. - Review and negotiate...

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Posted On Jul 15, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - M&A Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - Securities and Capital Markets Fintech & Blockchain Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements data privacy Data Protection Energy Insurance Intellectual Property Litigation partnerships Privacy Software
Practice Area:
Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - M&A Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - Securities and Capital Markets Fintech & Blockchain Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements data privacy Data Protection Energy Insurance Intellectual Property Litigation partnerships Privacy Software

Title: Corporate Counsel Job Responsibilities: - Provide strategic legal guidance to business leaders and stakeholders on complex legal, regulatory, risk, compliance, commercial, product, and operational matters impacting the company's Platforms & Integrated business, including embedded payments and payment facilitator offerings. - Draft, review,...

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Posted On Aug 27, 26
Full-time 2 views Experience : 4-7 yrs required
Practice Area:
Corporate - Technology Transactions Corporate - Contract Law Corporate - General Corporate - Compliance Corporate - M&A Corporate - Private Equity Real Estate - General Real Estate - Leasing
Job Tags:
agreements Bribery Commercial Contracts Commercial Law commercial real estate company policies Competition Law contracts Corporation Data Protection Hardware IP Joint Ventures landlords licensing Litigation NYSE partnerships regulatory compliance Software special projects title
Practice Area:
Corporate - Technology Transactions Corporate - Contract Law Corporate - General Corporate - Compliance Corporate - M&A Corporate - Private Equity Real Estate - General Real Estate - Leasing
Job Tags:
agreements Bribery Commercial Contracts Commercial Law commercial real estate company policies Competition Law contracts Corporation Data Protection Hardware IP Joint Ventures landlords licensing Litigation NYSE partnerships regulatory compliance Software special projects title

Commercial Counsel, Procurement and Real Estate Job Responsibilities: As a member of the legal team at the company, the Commercial Counsel will engage in a diverse range of legal tasks supporting various business units and functions on a global scale. Key responsibilities...

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Posted On Sep 07, 26
Full-time 32 views
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management

presentations and reports for client meetings Conduct market... research and analysis to assist with investment decisions Participate in team meetings and training sessions to enhance knowledge and skills Actively contribute to team projects and initiatives Job...

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Posted On Aug 26, 26
Full-time 8 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,... deliver high-quality services. - Manage client service accounts and engagement... analyze complex problems to develop top-quality deliverables tailored to client needs. - Adopt a practical... and holistic approach for private companies, addressing the...

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Posted On Aug 26, 26
Full-time 23 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

Job Title: Private Partnership Solutions (PPS) -... Senior Associate within the Private Partnership Solutions (PPS) team... group dedicated to serving private companies with a variety... of business advisory needs including audit, tax compliance, and planning. Your role involves assisting clients...

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Posted On Sep 03, 26
Full-time Experience : 5-6 yrs required
Job Tags:
Capital Markets family partnerships pension private equity Software spectrum Taxation wealth management wealth transfer
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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Posted On Sep 07, 26
Full-time 29 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

to work in a fast-paced and high-energy environment with a desire to succeed Strong team player with the ability to collaborate effectively with colleagues from various backgrounds and functions Proven track record of building and maintaining strong relationships...

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Posted On Aug 26, 26
Full-time 15 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

Private Partnership Solutions (PPS) -... 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...

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Posted On Aug 26, 26
Full-time 15 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

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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Posted On Aug 26, 26
Full-time 5 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 Aug 26, 26
Full-time 5 views Experience : Min 6 yrs required
Job Tags:
acquisitions Capital Asset Code of Conduct Computer Science divestitures family finance H-1B mergers Mergers and Acquisitions Paternity private equity restructuring stage title
Job Tags:
acquisitions Capital Asset Code of Conduct Computer Science divestitures family finance H-1B mergers Mergers and Acquisitions Paternity private equity restructuring stage title

Job Title Strategy& Private Equity Value Creation (PEVC)... Industrials Job Responsibilities As a Strategy& Private Equity Value Creation (PEVC)... as mergers and acquisitions, divestitures, and restructuring. Your responsibilities will include: - Leading strategic advisory initiatives to optimize client outcomes in mergers, acquisitions,... and restructur...

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Posted On Jul 05, 26
Full-time 3 views Experience : Min 6 yrs required
Job Tags:
acquisitions Capital Asset Computer Science divestitures family finance H-1B mergers Mergers and Acquisitions Paternity private equity restructuring stage title
Job Tags:
acquisitions Capital Asset Computer Science divestitures family finance H-1B mergers Mergers and Acquisitions Paternity private equity restructuring stage title

Job Title Strategy& Private Equity Value Creation (PEVC)... and restructuring to maximize client value. - Analyze market... develop strategic frameworks for client decision-making. - Guide clients... through complex transactions by identifying potential risks and opportunities. - Develop and execute strategies...

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Posted On Jul 20, 26
Full-time 2 views Experience : Min 4 yrs required
Job Tags:
acquisitions Capital Asset Computer Science divestitures family finance H-1B mergers Paternity private equity restructuring stage title
Job Tags:
acquisitions Capital Asset Computer Science divestitures family finance H-1B mergers Paternity private equity restructuring stage title

Job Title Strategy& Private Equity Value Creation (PEVC)... Manager, Industrials Job Responsibilities - Leading strategic planning business opportunities to guide client decision-making. - Developing strategic... frameworks to optimize client outcomes in deal-making processes.... - Managing client service accounts and driving......

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

Job Title: Private Wealth Services Tax Manager Job... Responsibilities: As a Private Wealth Services Tax Manager,... business, and family business clients. Your role will involve collaborating with the Private Wealth Services Tax team... to make recommendations on return preparation and tax...

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Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership RICO Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership RICO 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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