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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 2 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 Washington, DC

In-House • **Members Only** Washington, DC

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Posted On Aug 24, 26

Contract, Full-time

Job Tags:

Corporation family finance Fringe Benefits Limited Liability Company LLC Partnership private client Taxation Visa

Title: Intern, Federal Tax (Private Client Services) - Summer... 2027 Job Responsibilities: As an intern with the company, responsibilities include: - Perform special consulting projects such as preparing year-end tax projections, identifying and researching planning ideas, and preparing financial analysis to obtain optimal...

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Corporate - M&A Attorney / Corporate - Private Equity Attorney / Corporate - Asset/Investment Management Attorney / Corporate - General Attorney in Washington, DC

In-House • **Members Only** Washington, DC

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Posted On Aug 27, 26

Full-time 2 views Experience : 7-10 yrs required

Practice Area:

Corporate - M&A Corporate - Private Equity Corporate - Asset/Investment Management Corporate - General

Job Tags:

agreements banking corporate governance corporate transactions Government IP Litigation M&A private equity regulatory compliance shareholders

Title: Attorney - Corporate M&A Transactions and Global Strategic and Sustainable Investments Job Responsibilities: - Provide legal counsel on matters related to Corporate Transactions M&A and Global Strategic and Sustainable Investments, including transactions such as purchases, investments, sales, and wind downs of...

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ERISA/Executive Compensation Transactions & Compliance Attorney / ERISA - General Attorney in Washington, DC

In-House • **Members Only** Washington, DC

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Posted On Aug 25, 26

Full-time Experience : Min 8 yrs required

Practice Area:

ERISA/Executive Compensation Transactions & Compliance ERISA - 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 substantial expertise with Individual Retirement Accounts (IRAs), acting as the primary resource on this subject. - Advise operations and sales personnel on laws, including...

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Attorney in Washington, DC

In-House • **Members Only** Washington, DC

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Posted On Sep 07, 26

Full-time 29 views Experience : Min 9 yrs required

Job Tags:

banking Estate Planning Insurance wealth management wealth transfer

clients, based on deep client discovery and understanding. - Work... opportunities with new and existing clients. - Collaborate on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making. -... Present in an easily digestible, conversat...

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Attorney in Washington, DC

In-House • **Members Only** Washington, DC

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Posted On Sep 07, 26

Full-time 17 views Experience : Min 15 yrs required

Job Tags:

banking equity hedge funds 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 Washington, DC

In-House • **Members Only** Washington, DC

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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,... high-quality service delivery. - Manage client service accounts and drive... the unique needs of private companies and their owners,... thriving in an environment where transactions are complex and require an advanced le...

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Attorney in Washington, DC

In-House • **Members Only** Washington, DC

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Posted On Aug 26, 26

Full-time 19 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 Washington, DC

In-House • **Members Only** Washington, DC

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Posted On Aug 26, 26

Full-time 7 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, you will... be tasked with a variety of responsibilities that require a high level of expertise and leadership skills. Your primary duties include: - Leading the...

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Attorney in Washington, DC

In-House • **Members Only** Washington, DC

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Posted On Aug 26, 26

Full-time 18 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 Washington, DC

In-House • **Members Only** Washington, DC

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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 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 Washington, DC

In-House • **Members Only** Washington, DC

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Posted On Aug 24, 26

Full-time 1 views Experience : 5-5 yrs required

Job Tags:

Affirmative Action family

Title: Tax Manager - Private Wealth Job Responsibilities: Join Company... as a Tax Manager with our New York office! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business...

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Attorney in Washington, DC

In-House • **Members Only** Washington, DC

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Posted On Sep 07, 26

Full-time 2 views Experience : Min 3 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... assets, both from existing client base and new client... acquisition. - Advise clients on... their...

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Attorney in Washington, DC

In-House • **Members Only** Washington, DC

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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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Attorney in Washington, DC

In-House • **Members Only** Washington, DC

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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

technology to solve problems and deliver sustained outcomes. - Analyze complex problems and mentor team members while maintaining rigorous standards of excellence in deliverables. - Build and nurture client relationships, developing a thorough... understanding of business contexts. - Navigate complex situations to enh...

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Attorney in Washington, DC

In-House • **Members Only** Washington, DC

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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: - Lead large... projects and innovate processes for operational excellence. - Interact with clients at a senior level to drive project success. - Leverage influence, specialized knowledge, and network to deliver quality results. - Provide clients with...

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Attorney in Washington, DC

In-House • **Members Only** Washington, DC

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Posted On Aug 26, 26

Full-time 1 views 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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Attorney in Washington, DC

In-House • **Members Only** Washington, DC

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Posted On Aug 26, 26

Full-time 1 views Experience : Min 4 yrs required

Job Tags:

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

performance and growth. - Manage client service accounts and oversee... workstreams to deliver optimal client outcomes. - Solve and analyze... a practical and holistic approach tailored to the unique needs of private companies and their owners. -... Thrive in environments with complex transa...

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Attorney in Washington, DC

In-House • **Members Only** Washington, DC

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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

Title: **Members Only,** - Tax Senior Manager Job Responsibilities: - As a Senior Manager, you will work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. - Encourage everyone to have a voice and invite...

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