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ERISA - General Attorney / ERISA/Executive Compensation Transactions & Compliance Attorney / Tax - Employee Benefits & Executive Compensation Attorney / Tax - Private Client Services Attorney / Tax - Federal Attorney / Tax - IRS Audits and Appeals Attorne

In-House • **Members Only** Philadelphia, PA

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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

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),...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Aug 31, 26

Full-time

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...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Sep 10, 26

Full-time 3 views Experience : 5-5 yrs required

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...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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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 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,...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Aug 10, 26

Full-time Experience : Min 2 yrs required

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...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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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

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. -...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Sep 03, 26

Full-time 6 views Experience : 2-15 yrs required

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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Corporate - Asset/Investment Management Attorney / Corporate - Private Equity Attorney / Corporate - General Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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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

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...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Sep 07, 26

Full-time 26 views Experience : Min 9 yrs required

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...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Aug 26, 26

Full-time 4 views Experience : Min 4 yrs required

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...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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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

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...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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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 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...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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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

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...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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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

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...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Sep 07, 26

Full-time 5 views

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...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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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 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...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Aug 24, 26

Full-time Experience : 5-5 yrs required

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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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Sep 07, 26

Full-time 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... assets, both from existing client base and new client... acquisition. - Advise clients... on...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Aug 24, 26

Full-time 2 views Experience : 5-5 yrs required

Job Tags:

Affirmative Action family

Title: Tax Manager - Private Wealth Job Responsibilities: - Be a... and advisory services to private wealth clients, including ultra-high-net-worth... families, closely held businesses, and trust and estate work. - Oversee and provide services related to accounting, bookkeeping, and prepared or compiled financials. -...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Sep 11, 26

Full-time Experience : Min 5 yrs required

Job Tags:

Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate... Prepare for and lead client meetings related to compliance... and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on a broader leadership footprint by...

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