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United States
Posted On Sep 01, 26
Full-time 3 views Experience : Min 8 yrs required
Job Tags:
asset management equity finance hedge funds Investment Partnerships M&A private equity Taxation
Job Tags:
asset management equity finance hedge funds Investment Partnerships M&A private equity Taxation

complex direct tax (income/franchise) engagements specifically for investment funds, private equity, hedge funds, and... asset management clients. The role involves serving as a trusted advisor on multi-state tax matters, focusing on strategic compliance, consulting, and structuring solutions with an empha...

Posted On Sep 01, 26
Full-time 2 views Experience : 5-8 yrs required
Job Tags:
acquisitions divestitures due diligence equity M&A private equity
Job Tags:
acquisitions divestitures due diligence equity M&A private equity

engagements. - Develop and maintain client relationships, acting as a... trusted advisor on transaction-related tax matters. - Manage multiple engagements, overseeing scope, timelines, budgets, and client expectations. - Identify opportunities to... expand client relationships and collaborate with... leadership to deliver additional value. - P...

Posted On Sep 10, 26
Full-time 22 views Experience : Min 5 yrs required
Practice Area:
Corporate - Private Equity Corporate - Asset/Investment Management Corporate - M&A
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Private Equity Corporate - Asset/Investment Management Corporate - M&A
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

- Capital Markets and Private Markets Job Responsibilities: The Vice President... in the Legal and Compliance Division will provide legal coverage for the Capital Markets and Private Markets businesses within the... company. The on the company's growing Private Securities transactional business and......

Posted On Jul 13, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Private Equity Corporate - General
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Securities and Capital Markets Corporate - Private Equity Corporate - General
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

Title: Capital Markets / Private Markets Attorney Job Responsibilities: - Provide... the Capital Markets and Private Markets businesses at the... a focus on the Private Securities transactional business. - Work... closely with a team of seven capital markets lawyers and report to the...

Posted On Aug 18, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
agreements Data Protection distribution agreements employee benefits ERISA FINRA hedge funds Investment Advisers Act of 1940 IPO marketing Money Laundering private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws stage wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
agreements Data Protection distribution agreements employee benefits ERISA FINRA hedge funds Investment Advisers Act of 1940 IPO marketing Money Laundering private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws stage wealth management

focusing on the Alternative Investments and Private Markets platforms. Key responsibilities... include: - Advising on the structuring, distribution, marketing, diligence, and ongoing support of alternative investment and private markets products and private... securities transactions. - Handling... complex products and trans...

Posted On Sep 18, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - General
Job Tags:
agreements Data Protection distribution agreements employee benefits ERISA FINRA hedge funds Investment Advisers Act of 1940 IPO marketing Money Laundering private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws stage wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - General
Job Tags:
agreements Data Protection distribution agreements employee benefits ERISA FINRA hedge funds Investment Advisers Act of 1940 IPO marketing Money Laundering private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws stage wealth management

advising on the structuring, distribution, marketing, diligence, and ongoing support of alternative investment and private markets products and private... securities transactions. The role... involves: - Advising on complex products and transactions involving alternative investment funds, feeder funds, private equity, privat...

Posted On Jul 23, 26
Full-time 2 views Experience : 10-15 yrs required
Practice Area:
Corporate - Technology Transactions Corporate - Contract Law Data Privacy - Transactional Intellectual Property - General Corporate - General
Job Tags:
agreements blockchain contracts data privacy Deferred Compensation finance Financial Institutions Government Insurance Intellectual Property marketing Partnership partnerships Privacy special projects stage title
Practice Area:
Corporate - Technology Transactions Corporate - Contract Law Data Privacy - Transactional Intellectual Property - General Corporate - General
Job Tags:
agreements blockchain contracts data privacy Deferred Compensation finance Financial Institutions Government Insurance Intellectual Property marketing Partnership partnerships Privacy special projects stage title

Title: Senior Managing Counsel, Blockchain & Digital Assets Job Responsibilities: As a Senior Managing Counsel, you will be a key player within the department, specifically supporting the Blockchain & Digital Assets team under the Core Payments business. Your primary responsibilities will include: -...

Posted On Sep 10, 26
Full-time 2 views
Practice Area:
Data Privacy - Transactional
Job Tags:
agreements blockchain Corporation Data Protection data security Deferred Compensation finance Financial Institutions fraud Insurance partnerships payment processing Privacy title
Practice Area:
Data Privacy - Transactional
Job Tags:
agreements blockchain Corporation Data Protection data security Deferred Compensation finance Financial Institutions fraud Insurance partnerships payment processing Privacy title

Senior Counsel, Privacy - Blockchain & Digital Assets Job Responsibilities: - Analyze payment, digital asset, blockchain, stablecoin, fraud, and related technology solutions in relation to privacy and data protection requirements to ensure compliance with applicable global privacy and data protection laws, including...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

Officer I (TO I), Private Bank Job Responsibilities: - Engage in... fiduciary oversight activities, proactively identifying issues and coordinating trust administrative matters. - Collaborate with internal groups, including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight Group, Tax Services, and Operations,...

Posted On Aug 10, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
family LLC private client Software Taxation
Job Tags:
family LLC private client Software Taxation

Title: Tax Senior Associate [Private Client Services] Job Responsibilities: Responsibilities... engagement lead on specific client accounts. - Take responsibility for... pre-engagement planning, execution, and final deliverables. - Experience with preparing various types of tax returns: business tax returns including 1120, 1120S, 1065, trust...

Posted On Sep 14, 26
Full-time 14 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 (Hybrid) Job... Senior Managers in the Private Client Services (PCS) practice... at the company are responsible for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These clients may include...

Posted On Sep 14, 26
Full-time 39 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

Job Title . Private Bank - Wealth Strategist... advocate for the use of the Wealth Strategy Engagement Model and all available Advice capabilities within the Private Bank. - Provide unbiased, customized... wealth planning guidance based on deep client discovery and u...

Posted On Sep 14, 26
Full-time 12 views Experience : Min 3 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... both from the existing client base and new client... acquisition. - Advise clients... on...

Posted On Sep 14, 26
Full-time 5 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 results... from both the existing client base and through new... client acquisition. - Advise clients on......

Posted On Sep 14, 26
Full-time 3 views Experience : Min 3 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... solutions, and delivering an exceptional client experience. - Generate business results... and acquire new assets from both existing client bases and new client... acquisition. - Advise clients on... their overall balance sheet, including as...

Posted On Aug 19, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
banking estates finance wealth management
Job Tags:
banking estates finance wealth management

Job Title: . Private Bank MBA Summer Associate Job... management, and growth of client wealth. - Learn the fundamentals... of wealth management by partnering with a successful Private Banking team, focusing on... high net worth and ultra-high net worth client relationships. - W...

Posted On Sep 14, 26
Full-time 1 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 Banker - Executive Director Job... 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 overall...

Posted On Jul 20, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Tax-General Practice (Transaction) Tax - Federal Tax - International Corporate - General Tax - General
Job Tags:
asset management Insurance marketing special projects
Practice Area:
Corporate - Asset/Investment Management Tax-General Practice (Transaction) Tax - Federal Tax - International Corporate - General Tax - General
Job Tags:
asset management Insurance marketing special projects

agreements, side letters, and private fund offering documentation. - Advising... on structuring various institutional products, including domestic and offshore funds and investment vehicles. - Advising business units regarding the marketing, product development, and distribution activities of institutional asset management and tax-aware products...

Posted On Aug 20, 26
Full-time 1 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

Title: Tax Experienced Associate, Private Client Services Job Responsibilities:... to identify and address client needs. - Collaborate with managers... and clients to gather necessary information for tax return preparation. - Prepare individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns for...

Posted On Sep 21, 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. -...

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