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United States
Posted On Aug 27, 26
Full-time 1 views Experience : 12-18 yrs required
Job Tags:
asset management banking credit facilities criminal FINRA mortgage loans private client shareholders
Job Tags:
asset management banking credit facilities criminal FINRA mortgage loans private client shareholders

Job Title: Private Client Advisor II Job Responsibilities: -... Lead the Client Management Process to identify... new clients and deepen client relationships to achieve business... growth. - Deliver a Branded Client Experience by providing access... the full array of Private Bank and bank capabilities... client...

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Posted On Sep 08, 26
Full-time 64 views Experience : Min 4 yrs required
Practice Area:
Municipal Law Transactions - Land Use, Employment, etc. Municipal Law - Litigation - Defense
Job Tags:
board of directors Brown Act Case Law contracts criminal Deferred Compensation depositions Ethics evidence FLSA Insurance insurance coverage Litigation local government ordinances pension pleadings Software Water
Practice Area:
Municipal Law Transactions - Land Use, Employment, etc. Municipal Law - Litigation - Defense
Job Tags:
board of directors Brown Act Case Law contracts criminal Deferred Compensation depositions Ethics evidence FLSA Insurance insurance coverage Litigation local government ordinances pension pleadings Software Water

Title: Paralegal Job Responsibilities: Under general supervision, the Paralegal performs a wide range of complex paralegal duties, organizational support functions, and prepares legal documents in support of the Agency's General Counsel. Responsibilities include conducting extensive legal research and writing, analyzing statutes and...

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Posted On Jul 20, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
equity estates Government marketing Software Taxation
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
equity estates Government marketing Software Taxation

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador for TurboTax, representing the brand locally and engaging with new prospects. - Nurture leads and convert prospects into long-term clients through proactive outreach and participation in local marketing...

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Posted On Sep 03, 26
Full-time 1 views Experience : 8-10 yrs required
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts

Tax Senior Manager - Private Client Services Job Responsibilities:... team and foster strong client relationships, contributing to the... environment that values exceptional client service and tax expertise.... - Oversee tax planning and compliance functions for ultra-high net worth individuals and...

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Posted On Sep 03, 26
Full-time 2 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 throughout the engagement life cycle. - Provide partner-level review, oversight,...

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Posted On Sep 03, 26
Full-time 2 views Experience : 8-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

analysis and computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions. - Collaborate with the Private Client Services and Trust... & Estate groups on cross-border matters for individuals and families with global holdings and activities. -...

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