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United States
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Posted On Aug 20, 26
Full-time 90 views
Practice Area:
Corporate Corporate - Asset/Investment Management Corporate - Compliance Corporate - Contract Law Corporate - General Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Corporate - Technology Transactions Corporate - Venture Capital/Emerging Companies Finance Finance - Banking Finance - Financial Services Regulation Finance - General Finance - Project Finance
Practice Area:
Corporate Corporate - Asset/Investment Management Corporate - Compliance Corporate - Contract Law Corporate - General Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Corporate - Technology Transactions Corporate - Venture Capital/Emerging Companies Finance Finance - Banking Finance - Financial Services Regulation Finance - General Finance - Project Finance

are seeking a detail-oriented and proactive attorney with a background in finance, lending, or litigation related to the same to join our legal team. This role will have a specific emphasis on structuring and drafting financing contracts with customers, contracts...

Posted On Aug 17, 26
Full-time 9 views Experience : Min 10 yrs required
Practice Area:
Tax - Private Client Services Tax - State & Local Tax - Employee Benefits & Executive Compensation Tax - Exempt Organization Tax - General
Job Tags:
Corporate Taxation Domestic Violence family Harassment Partnership private client private equity Taxation trusts
Practice Area:
Tax - Private Client Services Tax - State & Local Tax - Employee Benefits & Executive Compensation Tax - Exempt Organization Tax - General
Job Tags:
Corporate Taxation Domestic Violence family Harassment Partnership private client private equity Taxation trusts

High Net Worth - Private Client Services Job Responsibilities: The... High Net Worth - Private Client Services role is... wealthy families, and their private businesses or investment entities.... Key responsibilities include: - Utilizing expertise in taxation to address the complex needs of...

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Posted On Aug 24, 26
Full-time Experience : Min 8 yrs required
Practice Area:
Tax - Private Client Services Tax - Exempt Organization Tax - General
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Practice Area:
Tax - Private Client Services Tax - Exempt Organization Tax - General
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

multi-generational affluent families, family offices, and their private businesses and/or investment entities. -... Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Lead multiple engagements delivering proactive tax planning and strategic consulting, including federal, es...

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Posted On Aug 27, 26
Full-time 6 views
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:... Tax Manager in the Private Client Services is tasked... include managing tax and consulting engagements, addressing client needs, and identifying tax... planning and consulting opportunities. This role involves direct interaction w...

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Posted On Sep 03, 26
Full-time 3 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...

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Posted On Sep 03, 26
Full-time 3 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

Job 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...

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

Job Title: Private Client Manager II Job... Responsibilities: The Private Client Manager II is... tasked with expanding client relationships by identifying opportunities... array of the company's Private Bank capabilities. The role... involves establishing and deepening relationships with internal and external...

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Posted On Aug 27, 26
Full-time 6 views Experience : Min 12 yrs required
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 Job... new clients and deepen client relationships. - Build and... goals. - Lead the Client Management Process and collaborate... to deliver a Branded Client Experience. - Ensure client... retention by meeting specific... client needs with the bank's......

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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 primary responsibilities... will include: - Leading the...

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Posted On Aug 05, 26
Full-time 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

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

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Posted On Aug 05, 26
Full-time Experience : Min 2 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: Senior Associate – Private Client Services Job Responsibilities:... Senior Associates in the Private Client Services practice are... responsible for managing and supporting their team on multiple engagements for a diverse array of sophisticated clients. These clients include some of...

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Posted On Aug 27, 26
Full-time 1 views
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- Executive... Coverage Job Responsibilities: The Private Client Advisor II is... tasked with delivering exceptional client service and coverage to... overall wealth strategy, while being responsive to changes in the business environment and/or client needs. - Leading th...

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Posted On Aug 10, 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

Title: Tax Experienced Senior, Private Client Services Job Responsibilities: - Participate... in identifying and addressing client needs, tax planning, and... consulting opportunities. - Work directly with clients and their advisors to gather information needed for tax return preparation. - Develop an understanding of complex...

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Posted On Sep 11, 26
Full-time Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

Tax Senior - Private Wealth Duties: The candidate... support the preparation of tax returns, and help prepare for client meetings tied to compliance... and consulting projects. Contribute to tax planning opportunities and help clients understand the implications of important transactions....

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Posted On Sep 07, 26
Full-time 39 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

Job Title: Summer Analyst - Wealth Management - Salary Range: $75,000 - $110,000 - Job Category: Asset & Wealth Management - Locations: Los Angeles, California, United States - Department: Wealth Management About the Program: - Nine to ten week...

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Posted On Sep 07, 26
Full-time 26 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

Opportunities for growth and advancement within the company Position: . Private Bank - Private Banker... - Vice President or Executive Director Experience: Six plus years in Private Banking or Financial Services... Salary: $170,, Location: Los A...

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Posted On Aug 17, 26
Full-time 5 views
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

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

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Posted On Aug 17, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

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

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Posted On Sep 07, 26
Full-time 15 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

Job Title: . Private Bank – Private Banker... Director Job Responsibilities: As a Private Banker in the .... Private Bank, the key responsibilities... developing thoughtful solutions, and delivering an exceptional client experience. - Generating business results... and acquiring new assets both from...

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Posted On Sep 07, 26
Full-time 17 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

Job Title: . Private Bank – Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business... from both the existing client base and new client... acquisition. - Advise clients... on...

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