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United States
Posted On Aug 27, 26
Full-time 1 views
Job Tags:
asset management banking credit facilities mortgage loans private client shareholders
Job Tags:
asset management banking credit facilities mortgage loans private client shareholders

Job Title: Private Client Advisor II Job... clients and deepen existing client relationships. - Build and... goals. - Lead the Client Management Process and partner... to provide a Branded Client Experience. - Ensure retention... a comprehensive range of Private Bank and company capabilities......

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Posted On Sep 07, 26
Full-time 2 views Experience : Min 2 yrs required
Job Tags:
acquisitions Affirmative Action agreements Business Acquisitions criminal due diligence Equal Pay Act investment bankers M&A mergers ordinances Partnership private equity Taxation
Job Tags:
acquisitions Affirmative Action agreements Business Acquisitions criminal due diligence Equal Pay Act investment bankers M&A mergers ordinances Partnership private equity Taxation

tax due diligence for private equity groups and corporate... with management. Review and analyze reports correlating tax diligence and tax structuring findings with client valuations. Identify issues affecting... purchase price, deal structure, or deal termination. Read in and advise clients...

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Posted On Sep 07, 26
Full-time Experience : Min 5 yrs required
Job Tags:
acquisitions Affirmative Action criminal due diligence Equal Pay Act investment bankers M&A mergers Mergers and Acquisitions ordinances Partnership private equity Taxation
Job Tags:
acquisitions Affirmative Action criminal due diligence Equal Pay Act investment bankers M&A mergers Mergers and Acquisitions ordinances Partnership private equity Taxation

Manager, Transaction Advisory - M&A Tax The candidate will lead strategic consulting engagements with clients on enhancing federal tax opportunities and managing federal tax risk associated with mergers and acquisitions, including post-acquisition actions. Oversee comprehensive tax due diligence by directing...

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Posted On Aug 17, 26
Full-time 26 views
Practice Area:
Tax - Private Client Services Tax - Federal Tax - State & Local Tax - International
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Practice Area:
Tax - Private Client Services Tax - Federal Tax - State & Local Tax - International
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 company speci...

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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 03, 26
Full-time Experience : 5-6 yrs required
Job Tags:
Capital Markets family partnerships pension private equity Software spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets family partnerships pension private equity Software spectrum Taxation wealth management wealth transfer

Business Tax Services - Private Tax Partnerships Duties: The... candidate will be preparing or reviewing federal and state tax returns for . partnerships. This includes the preparation and review of foreign reporting requirements for cross-border tax compliance such as foreign...

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Posted On Sep 11, 26
Full-time 2 views Experience : 8-8 yrs required
Job Tags:
acquisitions asset management criminal divestitures hedge funds Immigration Insurance M&A mergers Mergers and Acquisitions Mutual Funds partnerships portfolio companies portfolio company private equity restructuring stage
Job Tags:
acquisitions asset management criminal divestitures hedge funds Immigration Insurance M&A mergers Mergers and Acquisitions Mutual Funds partnerships portfolio companies portfolio company private equity restructuring stage

Job Title: Private Equity Mergers & Acquisitions... & Diligence focused on Private Equity, the candidate will... through inorganic growth and value creation. Responsibilities include: - Partnering with private equity clients to evaluate... their portfolios and engage in buy-side and sell-si...

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Posted On Aug 26, 26
Full-time 5 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B renewals
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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Posted On Aug 26, 26
Full-time 12 views Experience : Min 2 yrs required
Job Tags:
equity Ethics family H-1B marketing Partnership partnerships stage wealth management
Job Tags:
equity Ethics family H-1B marketing Partnership partnerships stage wealth management

tax services and business advisory to private companies. Your primary responsibilities... will include: - Leading the tax advisory efforts with innovative solutions and providing clients with skills and technology for problem-solving and sustained outcomes. - Analyzing complex business problems and mentoring t...

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Posted On Aug 26, 26
Full-time 7 views Experience : Min 4 yrs required
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management
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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Posted On Aug 26, 26
Full-time 8 views Experience : Min 6 yrs required
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships stage wealth management
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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Posted On Aug 26, 26
Full-time 6 views Experience : Min 6 yrs required
Job Tags:
equity Ethics family finance H-1B stage wealth management
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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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
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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Posted On Sep 03, 26
Full-time Experience : 5-6 yrs required
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

Business Tax Services - Private Tax - High Net... Worth - Manager Duties: be providing personal and private tax advice and compliance... families, and owners of private wealth. Advising on matters... family, business entities, and private wealth management, including High......

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Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Business Tax Services - Private Tax - Wealth Tax... Responsibilities: As a Manager in Private Tax, the primary responsibility... to provide personal and private tax advice and compliance... families, and owners of private wealth. This involves advising... family, business entities, and private wealth management, including High......

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Posted On Sep 01, 26
Full-time 11 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
bylaws Closely Held Corporations contracts ERISA Estate Planning estate tax estates executor fiduciary fiduciary litigation gift tax Insurance limited liability companies marketing operating agreements Partnership partnerships private client Prudent Investor Act Taxation trusts wealth management
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
bylaws Closely Held Corporations contracts ERISA Estate Planning estate tax estates executor fiduciary fiduciary litigation gift tax Insurance limited liability companies marketing operating agreements Partnership partnerships private client Prudent Investor Act Taxation trusts wealth management

on trust administration, including private client and institutional trust... administration. - Support advisors and trust professionals on estate planning, tax, and wealth management issues. - Collaborate with client teams to create solutions... that with the administration of private trusts, institutional trusts, and......

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Posted On Sep 01, 26
Full-time 11 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
bylaws Closely Held Corporations contracts ERISA Estate Planning estate tax estates executor fiduciary fiduciary litigation gift tax Insurance limited liability companies marketing operating agreements Partnership partnerships private client Prudent Investor Act Taxation trusts wealth management Women
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
bylaws Closely Held Corporations contracts ERISA Estate Planning estate tax estates executor fiduciary fiduciary litigation gift tax Insurance limited liability companies marketing operating agreements Partnership partnerships private client Prudent Investor Act Taxation trusts wealth management Women

on trust administration, including private client and institutional trust... wealth management issues. - Collaborate with client teams to create innovative... solutions that mitigate risk. - Assess and advise on risks associated with the administration of private trusts, institutional trusts, ......

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Posted On Sep 01, 26
Full-time 15 views Experience : Min 5 yrs required
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
bylaws Closely Held Corporations contracts ERISA Estate Planning estate tax estates executor fiduciary fiduciary litigation gift tax Insurance limited liability companies marketing operating agreements Partnership partnerships private client Prudent Investor Act Taxation trusts wealth management
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
bylaws Closely Held Corporations contracts ERISA Estate Planning estate tax estates executor fiduciary fiduciary litigation gift tax Insurance limited liability companies marketing operating agreements Partnership partnerships private client Prudent Investor Act Taxation trusts wealth management

on trust administration, including private and institutional trust administration. -... Support advisors and trust professionals on estate planning, tax, and wealth management issues. - Collaborate with client teams to create innovative... solutions that with the administration of private trusts, institutional trusts, and......

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Posted On Aug 23, 26
Full-time 3 views Experience : 1-3 yrs required
Practice Area:
Corporate - Technology Transactions Corporate - Contract Law Data Privacy - Transactional Corporate - General
Job Tags:
agreements Commercial Contracts data privacy equity licensing Privacy private equity startup
Practice Area:
Corporate - Technology Transactions Corporate - Contract Law Data Privacy - Transactional Corporate - General
Job Tags:
agreements Commercial Contracts data privacy equity licensing Privacy private equity startup

Serve as both a client advisor and counterparty-facing negotiator... while contributing to the company's platform. - Operate across a broad range of commercial contracting work, starting with documents like NDAs, non-reliance letters, and engagement letters, and progressing to more complex areas...

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Posted On Sep 10, 26
Full-time 11 views Experience : 5-8 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

funds, fund of funds, private equity, and real estate,... with state and local tax compliance. - Work as part of a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge. - Review information presented on state income...

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