Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 27, 26

Full-time 1 views Experience : Min 6 yrs required

Job Tags:

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

and managing large-scale projects while innovating and streamlining operational processes. Your role will involve senior-level client interaction to ensure project... success, leveraging your influence, specialized knowledge, and network to deliver quality results. Key responsibilities include: - Overseeing and managing large-scale projects...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 26, 26

Full-time Experience : Min 2 yrs required

Job Tags:

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

problem solve and achieve sustained outcomes. - Analyze complex problems and mentor other team members while maintaining rigorous standards of excellence in deliverables. - Build and nurture client relationships, developing a thorough... understanding of the business contexts in which they operate. - Na...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 26, 26

Full-time 1 views Experience : Min 6 yrs required

Job Tags:

equity Ethics family finance H-1B stage wealth management

Tax Senior Manager - Private Companies Job Responsibilities: - Work as... part of a team of problem solvers to address complex business issues from strategy to execution. - Encourage team participation and invite opinions from all members, including quieter individuals. - Manage ambiguous and...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 26, 26

Full-time Experience : Min 4 yrs required

Job Tags:

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

in their roles. - Manage client service accounts and engagement... on delivering top-quality outcomes. - Solve and analyze complex problems, developing meaningful recommendations and deliverables. - Adopt a practical and holistic approach tailored to the unique needs of private companies and their owners. ......

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 26, 26

Full-time Experience : Min 8 yrs required

Job Tags:

equity Ethics family finance H-1B stage wealth management

Title: Tax Director - Private Companies Job Responsibilities: - Lead the... and implementation of impactful private company services. - Set strategic... significant decisions. - Maintain executive-level client relationships. - Shape client engagements... to confirm business growth. - Mentor and develop future leaders. - Foster a culture of...

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Corporate - Asset/Investment Management Attorney / Corporate - General Attorney in Owings Mills, MD

In-House • **Members Only** Owings Mills, MD

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Posted On Aug 19, 26

Full-time Experience : Min 3 yrs required

Practice Area:

Corporate - Asset/Investment Management Corporate - General

Job Tags:

agreements asset management due diligence employee benefits equity family FINRA Partnership

North America Institutional team, providing legal advice and guidance on various institutional investment advisory matters. The primary responsibilities include: - Negotiating institutional and private asset management separate account... agreements and amendments. - Negotiating agreements with program sponsors for the company's separately mana...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 27, 26

Full-time 7 views Experience : Min 12 yrs required

Job Tags:

asset management banking credit facilities mortgage loans private client shareholders

Job Title: Private Client Advisor II Job... Responsibilities: The Private Client Advisor II is... new clients, deepening existing client relationships, and building an... responsibilities include leading the Client Management Process and collaborating... Client a full range of Private Bank and the company......

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Attorney in Columbia, MD

In-House • **Members Only** Columbia, MD

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Posted On Aug 18, 26

Full-time 1 views Experience : Min 5 yrs required

Job Tags:

Energy Partnership private client Taxation

Job Title: Private Client Services Tax Manager Job... Responsibilities: As a Private Client Services Tax Manager,... you will be responsible for leading all aspects of tax engagements and supervising/mentoring staff while building and maintaining relationships with clients. Your primary duties will...

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Attorney in Chevy Chase, MD

In-House • **Members Only** Chevy Chase, MD

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Posted On Aug 27, 26

Full-time 4 views Experience : 12-18 yrs required

Job Tags:

asset management banking credit facilities mortgage loans private client shareholders

Job Title: Private Client Advisor II Job Responsibilities: -... clients and deepening existing client relationships to achieve business... development goals. - Leading the Client Management Process and partnering... to provide a Branded Client Experience. - Ensuring retention of... a comprehensive range of Private Bank and the bank's... client...

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Attorney in Bethesda, MD

In-House • **Members Only** Bethesda, MD

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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

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. -...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 26, 26

Full-time 13 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,... deliver quality results. - Manage client service accounts and engagement... to produce top-quality deliverables for clients. - Adopt a practical and holistic approach tailored to meet the unique needs of private companies...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Sep 07, 26

Full-time 4 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 Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 26, 26

Full-time 9 views Experience : Min 2 yrs required

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 team, you... tax advisory services to private companies. Your primary duties... solutions. - Utilizing advanced skills and technology to solve problems and provide sustained outcomes for client...

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Tax - Controversy and Dispute Resolution Attorney / Tax - IRS Audits and Appeals Attorney / Tax - General Attorney in Gaithersburg, MD

In-House • **Members Only** Gaithersburg, MD

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Posted On Aug 17, 26

Full-time 4 views

Practice Area:

Tax - Controversy and Dispute Resolution Tax - IRS Audits and Appeals Tax - General

Job Tags:

Alternative Dispute Resolution Corporate Taxation Domestic Violence family Harassment Mergers and Acquisitions Partnership partnerships Transportation Visa

before the IRS, including handling IRS account issues, penalty and interest abatements, missed election private letter ruling requests, IRS... examinations, and IRS Appeals. - Address technical issues specific to IRS practice and procedural issues such as tax, penalty and interest as...

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Attorney in Owings Mills, MD

In-House • **Members Only** Owings Mills, MD

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Posted On Sep 03, 26

Full-time 2 views Experience : Min 10 yrs required

Job Tags:

agreements corporate transactions Deferred Compensation document review due diligence employee benefits Employee Benefits Tax equity ERISA family Financial Institutions Fringe Benefits M&A private equity Qualified Retirement Plans Severance Taxation

Title: Tax Director - Employee Benefits Group Job Responsibilities: - Work with the Employee Benefits tax practice, focusing on service delivery, practice development, and talent development. - Serve as the firm’s senior technical authority on: - Section 457 plans for tax-exempt and governmental...

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Attorney in Baltimore, MD (Remote)

In-House • **Members Only** Baltimore, MD

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Posted On Sep 01, 26

Full-time 1 views

Job Tags:

acquisitions divestitures due diligence equity M&A private equity

for clients and provide day-to-day leadership on engagements. - Develop and maintain strong client relationships, acting as a... trusted advisor on transaction-related tax matters. - Lead multiple engagements simultaneously while managing scope, timelines, budgets, and client expectations. - Identify opportunities to... expand cli...

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Attorney in Potomac, MD

In-House • **Members Only** Potomac, MD

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Posted On Aug 31, 26

Full-time 1 views

Job Tags:

finance hedge funds partnerships private equity Software Taxation Venture Capital

compliance and consulting services specifically for venture capital, private equity, hedge fund, and... real estate clients. Key responsibilities include: Tax Compliance: - Ensuring clients comply with applicable authorities while minimizing tax and reporting burdens. - Ensuring compliance with company policies, standards, and t...

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Attorney in Owings Mills, MD

In-House • **Members Only** Owings Mills, MD

Apply

Posted On Aug 31, 26

Full-time

Job Tags:

finance hedge funds partnerships private equity Software Taxation Venture Capital

- Ensure self and client service teams comply with... and the Tax Quality Manual. - Apply understanding of client's unique circumstances and prepare... required filings (tax returns) using a system of review and documentation. - Ensure all data needed...

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Attorney in Potomac, MD

In-House • **Members Only** Potomac, MD

Apply

Posted On Aug 27, 26

Full-time 1 views

Job Tags:

finance hedge funds partnerships private equity Software Taxation Venture Capital

compliance and consulting services to clients involved in Venture Capital, Private Equity, Hedge Funds, and... Real Estate. Key responsibilities include ensuring compliance with applicable authorities while minimizing tax and reporting burdens for clients and the team, preparing required tax fi...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

Apply

Posted On Aug 17, 26

Full-time

Job Tags:

data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

with a team to provide exceptional client service. Key duties include: -... Advising single-family, multi-family, and virtual-family office clients, as well as multi-generational families, on a comprehensive range of tax services. This includes structuring and modeling, succession planning, wealth transfer pl...

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