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United States
Posted On Aug 18, 26
Full-time Experience : Min 5 yrs required
Job Tags:
acquisitions due diligence family finance private equity
Job Tags:
acquisitions due diligence family finance private equity

team members. - Develop client relationships by delivering a... tax due diligence, structuring, modeling, and other special project engagements related to acquisitions and dispositions by private equity investor groups, family... offices, and strategic buyers. - Collaborate with company specialty ta...

Posted On Aug 19, 26
Full-time Experience : Min 10 yrs required
Job Tags:
acquisitions due diligence family finance private equity
Job Tags:
acquisitions due diligence family finance private equity

team members. - Develop client relationships by delivering a... of tax due diligence, structuring, modeling, and other special project engagements related to acquisitions and dispositions by private equity investor groups, family... offices, and strategic buyers. - Collaborate with company...

Posted On Sep 11, 26
Full-time 3 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer

Title: Associate Counsel - Advanced Planning Job Responsibilities: The Associate Counsel in the Advanced Planning team will engage in a variety of responsibilities to support the company's strategic objectives and growth in sophisticated planning strategies. Key responsibilities include: - Strategic Case Consultation: -...

Posted On Jul 15, 26
Full-time 3 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning fiduciary
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning fiduciary

Job Title: Private Clients Associate Attorney Job... Responsibilities: The Private Clients Associate Attorney will... join the Private Clients & Fiduciary Services... Practice Group. The responsibilities include working closely with individuals and families to understand their priorities, goals, and intentions for...

Posted On Aug 20, 26
Full-time 6 views Experience : 8-8 yrs required
Practice Area:
Tax - Private Client Services Tax - Federal Tax - General
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer
Practice Area:
Tax - Private Client Services Tax - Federal Tax - General
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer

Title: Financial Services - Private Client Services - Tax... a Senior Manager in Private Tax, you will be... for providing personal and private tax advice and managing... owners, business-owning families, and private wealth owners. Your key... duties include delivering tailored...

Posted On Aug 19, 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 Aug 31, 26
Full-time 23 views Experience : 4-4 yrs required
Job Tags:
criminal estates family finance H-1B Insurance LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B Insurance LLC private client trusts Visa wealth transfer

Job Title: Manager - Private Client Services Job Responsibilities: Managers in... the Private Client Services (PCS) practice... at the company are responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some of...

Posted On Aug 27, 26
Full-time 24 views Experience : 12-18 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: -... clients and deepen existing client relationships. - Build and maintain... development goals. - Lead the Client Management Process and partner... to provide a Branded Client Experience. - Ensure retention of... the full array of Private Bank capabilities and services. -......

Posted On Aug 31, 26
Full-time 17 views Experience : 6-6 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

Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers... in the Private Client Services (PCS) practice... at the company are responsible for overseeing multiple engagement teams that work with a wide range of sophisticated clients. These clients may include some...

Posted On Aug 27, 26
Full-time 2 views Experience : 7-18 yrs required
Job Tags:
banking mortgage loans Partnership private client shareholders wealth transfer
Job Tags:
banking mortgage loans Partnership private client shareholders wealth transfer

Job Title: Private Client Manager - Investments... Job Responsibilities: - Expand client relationships by identifying opportunities... to the full array of Private Bank's capabilities. - Establish... prospects. - Execute the Client Management Process and partner... to provide a Branded Client...

Posted On Aug 20, 26
Full-time 5 views Experience : 5-5 yrs required
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer

Title: Financial Services - Private Client Services - Tax... Responsibilities: As a Manager in Private Tax at the company,... of providing personal and private tax advice and compliance... families, and owners of private wealth. Your key responsibilities... will include: - Leading the...

Posted On Aug 27, 26
Full-time
Job Tags:
asset management banking credit facilities criminal mortgage loans private client shareholders
Job Tags:
asset management banking credit facilities criminal mortgage loans private client shareholders

Job Title: Private Client Advisor II -... Responsibilities: The position of Private Client Advisor II -... Coverage involves providing exceptional client service and coverage to... overall wealth strategy, while being responsive to changes in the business environment or client need...

Posted On Aug 19, 26
Full-time 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: - Lead... to identify and address client needs, tax planning, and... consulting opportunities. - Provide executive presence and act as the primary client contact for preparation and... presentation of issues and resolution to clients. -...

Posted On Sep 10, 26
Full-time 2 views Experience : 5-8 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 focused... on ultra-high net worth individuals, trusts, and estate clients. - Review and provide analyses of complex individual income tax, gift, estate, and trust...

Posted On Aug 26, 26
Full-time Experience : Min 2 yrs required
Practice Area:
Tax-General Practice (Transaction) Tax - Federal Tax - General
Job Tags:
equity Ethics family H-1B marketing Partnership partnerships stage wealth management
Practice Area:
Tax-General Practice (Transaction) Tax - Federal Tax - General
Job Tags:
equity Ethics family H-1B marketing Partnership partnerships stage wealth management

to address complex issues and deliver sustained outcomes. - Analyze intricate issues and mentor team members to maintain excellence in deliverables. - Build and nurture client relationships, developing a thorough... understanding of business contexts. - Navigate complex situations to enhance personal brand whi...

Posted On Sep 08, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Finance - General
Job Tags:
agreements asset management credit agreements directors EEOC family information technology Insurance lending purchase and sale agreements Securities securities laws special projects Workouts
Practice Area:
Finance - General
Job Tags:
agreements asset management credit agreements directors EEOC family information technology Insurance lending purchase and sale agreements Securities securities laws special projects Workouts

Job Title Lawyer - Private Credit Investment Team Job... Responsibilities - Collaborate with business colleagues to analyze complex investment transactions, assess risk, recommend mitigation strategies, and negotiate solutions with internal and external third parties. - Draft and negotiate all necessary...

Posted On Jul 03, 26
Full-time 100 views Experience : Min 6 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

Vice President (VP) - Private Wealth Legal Group Job Responsibilities:... The role is situated within a fast-growing and dynamic business environment, focusing on global fundraising and marketing initiatives alongside day-to-day legal matters for the **Members Only,** Real Estate Income Trust (BREIT), a...

Posted On Jul 10, 26
Full-time 3 views Experience : Min 7 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
agreements due diligence family hedge funds Limited Liability Company NYSE private equity regulatory compliance securities laws
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
agreements due diligence family hedge funds Limited Liability Company NYSE private equity regulatory compliance securities laws

matters related to the company's global private markets and hedge fund-of-funds... products and separately managed accounts (SMAs). - Collaborate with the Investments, Operations, and Compliance teams, and other stakeholders on a cross-jurisdictional basis. - Oversee negotiations of various transactions, ensuri...

Posted On Jul 10, 26
Full-time 3 views Experience : Min 7 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
agreements due diligence family hedge funds Limited Liability Company NYSE private equity regulatory compliance securities laws
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
agreements due diligence family hedge funds Limited Liability Company NYSE private equity regulatory compliance securities laws

to the firm's global private markets and hedge fund-of-funds... products and separately managed accounts (SMAs). - Collaborate closely with the Investments, Operations, and Compliance teams, along with other internal and external stakeholders on a cross-jurisdictional basis. - Oversee negotiations of a variety...

Posted On Jul 13, 26
Full-time 6 views Experience : Min 4 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
40 Act asset management corporate governance employee benefits ERISA FINRA Investment Advisers Act of 1940 marketing private equity Securities Act of 1933
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
40 Act asset management corporate governance employee benefits ERISA FINRA Investment Advisers Act of 1940 marketing private equity Securities Act of 1933

Job Title: VP, Private Markets Attorney Job Responsibilities: The VP,... Private Markets Attorney is primarily... range of activities within the department's Private Side business, including: - Advising... on the formation and management of complex fund structures such as 3c7, 3c5, 34 Act registered...

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