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United States
Posted On Aug 17, 26
Full-time 11 views Experience : 2-5 yrs required
Practice Area:
Finance - General Finance - Financial Services Regulation
Job Tags:
document review lending
Practice Area:
Finance - General Finance - Financial Services Regulation
Job Tags:
document review lending

Job Title: Private Lender Paralegal Job Responsibilities In this... support attorneys in managing private lending transactions from file... opening through closing. Your responsibilities will include: - Preparing and reviewing legal documents to ensure accuracy and compliance with legal standards. - Coordinating with clients and...

Posted On Sep 10, 26
Full-time 4 views Experience : 3-5 yrs required
Job Tags:
AML banking contracts equity evidence Financial Institutions Government Money Laundering pleadings
Job Tags:
AML banking contracts equity evidence Financial Institutions Government Money Laundering pleadings

Title: Paralegal Job Responsibilities: The Paralegal provides a broad range of paralegal support and general administrative services to practice teams or individual attorneys within the Legal Department. The role involves resolving routine legal issues under the supervision of counsel, researching and analyzing...

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

Title: Not for Profit Tax Manager Job Responsibilities: - Review annual nonprofit information returns and unrelated business income tax returns for a diverse Not-For-Profit practice, including public charities, private foundations, social welfare organizations,... trade associations, and social clubs. - Prepare...

Posted On Aug 25, 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 Aug 31, 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 Aug 27, 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 Aug 10, 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 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 03, 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 07, 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 Aug 26, 26
Full-time 4 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

Tax 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 that...

Posted On Aug 26, 26
Full-time 4 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...

Posted On Aug 26, 26
Full-time 8 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 in the Private Partnership Solutions (PPS) team... tax advisory services to private companies. Your role will... involve: - Leading the way as tax advisors by developing innovative solutions and utilizing advanced skills...

Posted On Aug 26, 26
Full-time 6 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...

Posted On Aug 26, 26
Full-time 7 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...

Posted On Sep 07, 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 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 - Analyzing market... develop strategic frameworks for client decision-making - Guiding clients... through complex transactions by identifying potential risks and opportunities - Developing and executing strategies...

Posted On Aug 24, 26
Full-time 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...

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