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United States
Posted On Sep 07, 26
Full-time 1 views 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...

Posted On Aug 24, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Corporate - M&A Corporate - Venture Capital/Emerging Companies Corporate - Securities and Capital Markets Corporate - General
Job Tags:
acquisitions agreements Agriculture Capital Markets CCPA corporate governance equity equity financing finance financing documents GDPR initial public offerings Joint Ventures licensing Life Science M&A mergers Partnership partnerships portfolio companies portfolio company Privacy
Practice Area:
Corporate - M&A Corporate - Venture Capital/Emerging Companies Corporate - Securities and Capital Markets Corporate - General
Job Tags:
acquisitions agreements Agriculture Capital Markets CCPA corporate governance equity equity financing finance financing documents GDPR initial public offerings Joint Ventures licensing Life Science M&A mergers Partnership partnerships portfolio companies portfolio company Privacy

Title: Transactions Counsel Job Responsibilities: - Partner with internal stakeholders and outside counsel on a wide range of transactions and corporate matters, including venture financings, capital markets, and M&A transactions, general corporate governance, and equity issuances. - Provide legal counsel and support for...

Posted On Sep 11, 26
Full-time 3 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer

Title: Associate Counsel - Advanced Planning Job Responsibilities: The Associate Counsel in the Advanced Planning team will engage in a variety of responsibilities to support the company's strategic objectives and growth in sophisticated planning strategies. Key responsibilities include: - Strategic Case Consultation: -...

Posted On Jul 15, 26
Full-time 3 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning fiduciary
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning fiduciary

Job Title: Private Clients Associate Attorney Job... Responsibilities: The Private Clients Associate Attorney will... join the Private Clients & Fiduciary Services... Practice Group. The responsibilities include working closely with individuals and families to understand their priorities, goals, and intentions for...

Posted On Aug 20, 26
Full-time 6 views Experience : 8-8 yrs required
Practice Area:
Tax - Private Client Services Tax - Federal Tax - General
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer
Practice Area:
Tax - Private Client Services Tax - Federal Tax - General
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer

Title: Financial Services - Private Client Services - Tax... a Senior Manager in Private Tax, you will be... for providing personal and private tax advice and managing... owners, business-owning families, and private wealth owners. Your key... duties include delivering tailored...

Posted On Aug 19, 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. -...

Posted On Aug 31, 26
Full-time 23 views Experience : 4-4 yrs required
Job Tags:
criminal estates family finance H-1B Insurance LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B Insurance LLC private client trusts Visa wealth transfer

Job Title: Manager - Private Client Services Job Responsibilities: Managers in... the Private Client Services (PCS) practice... at the company are responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some of...

Posted On Aug 27, 26
Full-time 24 views Experience : 12-18 yrs required
Job Tags:
asset management banking credit facilities private client shareholders
Job Tags:
asset management banking credit facilities private client shareholders

Job Title: Private Client Advisor II Job Responsibilities: -... clients and deepen existing client relationships. - Build and maintain... development goals. - Lead the Client Management Process and partner... to provide a Branded Client Experience. - Ensure retention of... the full array of Private Bank capabilities and services. -......

Posted On Aug 31, 26
Full-time 17 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 Job Responsibilities: Senior Managers... in the Private Client Services (PCS) practice... at the company are responsible for overseeing multiple engagement teams that work with a wide range of sophisticated clients. These clients may include some...

Posted On Aug 27, 26
Full-time 2 views Experience : 7-18 yrs required
Job Tags:
banking mortgage loans Partnership private client shareholders wealth transfer
Job Tags:
banking mortgage loans Partnership private client shareholders wealth transfer

Job Title: Private Client Manager - Investments... Job Responsibilities: - Expand client relationships by identifying opportunities... to the full array of Private Bank's capabilities. - Establish... prospects. - Execute the Client Management Process and partner... to provide a Branded Client...

Posted On Aug 20, 26
Full-time 5 views Experience : 5-5 yrs required
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer

Title: Financial Services - Private Client Services - Tax... Responsibilities: As a Manager in Private Tax at the company,... of providing personal and private tax advice and compliance... families, and owners of private wealth. Your key responsibilities... will include: - Leading the...

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

Job Title: Private Client Advisor II -... Responsibilities: The position of Private Client Advisor II -... Coverage involves providing exceptional client service and coverage to... overall wealth strategy, while being responsive to changes in the business environment or client need...

Posted On Aug 19, 26
Full-time Experience : Min 10 yrs required
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 Managing Director, Private Client Services Job Responsibilities: - Lead... to identify and address client needs, tax planning, and... consulting opportunities. - Provide executive presence and act as the primary client contact for preparation and... presentation of issues and resolution to clients. -...

Posted On Sep 10, 26
Full-time 1 views Experience : 5-8 yrs required
Job Tags:
company policies criminal family Insurance
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 focused... on ultra-high net worth individuals, trusts, and estate clients. - Review and provide analyses of complex individual income tax, gift, estate, and trust...

Posted On Aug 26, 26
Full-time Experience : Min 2 yrs required
Practice Area:
Tax-General Practice (Transaction) Tax - Federal Tax - General
Job Tags:
equity Ethics family H-1B marketing Partnership partnerships stage wealth management
Practice Area:
Tax-General Practice (Transaction) Tax - Federal Tax - General
Job Tags:
equity Ethics family H-1B marketing Partnership partnerships stage wealth management

to address complex issues and deliver sustained outcomes. - Analyze intricate issues and mentor team members to maintain excellence in deliverables. - Build and nurture client relationships, developing a thorough... understanding of business contexts. - Navigate complex situations to enhance personal brand whi...

Posted On Sep 08, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Finance - General
Job Tags:
agreements asset management credit agreements directors EEOC family information technology Insurance lending purchase and sale agreements Securities securities laws special projects Workouts
Practice Area:
Finance - General
Job Tags:
agreements asset management credit agreements directors EEOC family information technology Insurance lending purchase and sale agreements Securities securities laws special projects Workouts

Job Title Lawyer - Private Credit Investment Team Job... Responsibilities - Collaborate with business colleagues to analyze complex investment transactions, assess risk, recommend mitigation strategies, and negotiate solutions with internal and external third parties. - Draft and negotiate all necessary...

Posted On Jul 03, 26
Full-time 100 views Experience : Min 6 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

Vice President (VP) - Private Wealth Legal Group Job Responsibilities:... The role is situated within a fast-growing and dynamic business environment, focusing on global fundraising and marketing initiatives alongside day-to-day legal matters for the **Members Only,** Real Estate Income Trust (BREIT), a...

Posted On Jul 10, 26
Full-time 3 views Experience : Min 7 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
agreements due diligence family hedge funds Limited Liability Company NYSE private equity regulatory compliance securities laws
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
agreements due diligence family hedge funds Limited Liability Company NYSE private equity regulatory compliance securities laws

matters related to the company's global private markets and hedge fund-of-funds... products and separately managed accounts (SMAs). - Collaborate with the Investments, Operations, and Compliance teams, and other stakeholders on a cross-jurisdictional basis. - Oversee negotiations of various transactions, ensuri...

Posted On Jul 10, 26
Full-time 3 views Experience : Min 7 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
agreements due diligence family hedge funds Limited Liability Company NYSE private equity regulatory compliance securities laws
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
agreements due diligence family hedge funds Limited Liability Company NYSE private equity regulatory compliance securities laws

to the firm's global private markets and hedge fund-of-funds... products and separately managed accounts (SMAs). - Collaborate closely with the Investments, Operations, and Compliance teams, along with other internal and external stakeholders on a cross-jurisdictional basis. - Oversee negotiations of a variety...

Posted On Jul 13, 26
Full-time 6 views Experience : Min 4 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
40 Act asset management corporate governance employee benefits ERISA FINRA Investment Advisers Act of 1940 marketing private equity Securities Act of 1933
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
40 Act asset management corporate governance employee benefits ERISA FINRA Investment Advisers Act of 1940 marketing private equity Securities Act of 1933

Job Title: VP, Private Markets Attorney Job Responsibilities: The VP,... Private Markets Attorney is primarily... range of activities within the department's Private Side business, including: - Advising... on the formation and management of complex fund structures such as 3c7, 3c5, 34 Act registered...

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