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Tax - Private Client Services Attorney / Tax - Transfer Pricing Attorney / Tax - Federal Attorney / Tax - General Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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Posted On Sep 22, 26

Full-time 1 views Experience : 4-6 yrs required

Practice Area:

Tax - Private Client Services Tax - Transfer Pricing Tax - Federal Tax - General

Job Tags:

Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... Manager in the Wealth Tax Advisory Practice at company,... role in providing bespoke tax advice and compliance support... private the delivery of tailored tax advice and compliance solutions......

ERISA - General Attorney / ERISA/Executive Compensation Transactions & Compliance Attorney / Tax - Employee Benefits & Executive Compensation Attorney / Tax - Private Client Services Attorney / Tax - General Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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Posted On Sep 21, 26

Full-time 4 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 - 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 in Individual Retirement Accounts (IRAs), acting as a primary resource on this subject matter. - Advise operations and sales personnel on laws...

Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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Posted On Sep 15, 26

Full-time 7 views Experience : Min 5 yrs required

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation Water

Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... Client professional experience to provide tax compliance and consulting services... clients. This includes managing tax and consulting engagements, enhancing... and address client needs, tax planning, and consulting opportunities.......

Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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Posted On Sep 15, 26

Full-time 4 views

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation Water

Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: - Lead tax and consulting engagements, teaching... and address client needs, tax planning, and consulting opportunities. -... Act as the primary client contact for preparation and... foundation, partnership, and gift tax returns, offering wr...

Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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Posted On Sep 15, 26

Full-time 2 views Experience : Min 2 yrs required

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation Water

Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... Client Services at the company... is tasked with providing tax compliance and consulting services... responsibilities include: - Participating in tax and consulting engagements to... identify and address client needs. - Collaborating with clients......

Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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Posted On Sep 17, 26

Full-time 2 views Experience : Min 2 yrs required

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation Water

Job Title: Tax Senior, Private Client Services Job... Responsibilities: - Participate in tax and consulting engagements, enhancing... in identifying and addressing client needs. - Collaborate with clients... gather necessary information for tax return preparation. - Prepare complex... foundation, partnership, and gift tax returns for both Federal......

Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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Posted On Sep 25, 26

Full-time Experience : Min 5 yrs required

Job Tags:

Estate Planning estates family fiduciary finance Immigration inheritance Taxation trusts wealth transfer

Job Title: Tax Manager - Fiduciary Services Job... Responsibilities: As a Tax Manager within the company's... Private Wealth practice, the primary... responsibilities include leading federal tax compliance and consulting engagements... for a and working directly with client stakeholders. Key responsibilities include......

Estate & Tax Planning Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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Posted On Sep 21, 26

Full-time 4 views Experience : Min 5 yrs required

Practice Area:

Estate & Tax Planning

Job Tags:

child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Wealth Strategist III within the company's Private Bank organization,...

Attorney in Cleveland, OH (Remote)

In-House • **Members Only** Cleveland, OH

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Posted On Sep 01, 26

Full-time 4 views Experience : 5-10 yrs required

Job Tags:

equity Partnership partnerships private client private equity Taxation

Job Title: Tax Senior Manager, Privately Held... Businesses Job Responsibilities: - Lead Client Engagements: Manage client tasks... and expectations, ensure client satisfaction, and lead efficiency... to ensure that deadlines are met, tasks are completed efficiently, and client expectations are exceeded. - Client... Managemen...

Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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Posted On Sep 15, 26

Full-time 3 views

Job Tags:

agreements due diligence finance M&A private equity restructuring Software

Job Title: Tax Manager, Transaction Advisory Services... (M&A) Job Responsibilities: The Tax Manager in Transaction Advisory... Services and meeting or exceeding client expectations while supporting the... provided by the M&A Tax (TAS) practice include deal... due diligence, post-deal integration, tax attribute managem...

Attorney in Cleveland, OH (Remote)

In-House • **Members Only** Cleveland, OH

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Posted On Sep 01, 26

Full-time 1 views Experience : Min 5 yrs required

Job Tags:

acquisitions divestitures due diligence equity M&A private equity

or Senior Manager, M&A Tax Job Responsibilities: Client Leadership & Relationship... Develop and maintain strong client relationships, acting as a... trusted advisor on transaction-related tax matters. - Lead multiple engagements... while managing scope, timelines, budgets, and client expectations. - Identify opportunities to... expand clien...

Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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Posted On Sep 15, 26

Full-time 8 views Experience : Min 5 yrs required

Job Tags:

finance marketing Software Taxation Transfer Pricing Water

Job Title: Tax Manager, Core Tax Services Job... Responsibilities: The Tax Manager, Core Tax Services,... advising clients on the tax implications of their business... alternative actions to reduce tax burdens and compliance costs.... methods of complying with tax regulations while acting as... tax...

Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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Posted On Sep 01, 26

Full-time 3 views Experience : Min 5 yrs required

Job Tags:

criminal Genetics Harassment ordinances Partnership Taxation

Job Title: Tax Manager, Lead Tax Services Job... client engagements, delivering high-quality tax solutions tailored to client... needs. - Provide strategic tax consulting and compliance services... a focus on identifying tax efficiencies and minimizing risk. -... and financial management of tax engagements, ensuring timely and......

Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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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

Job Title: Tax Director - Private Companies Job... and implementation of impactful private company services. - Set strategic... decisions while maintaining executive-level client relations. - Shape client engagements... to ensure business growth and maintain the company's reputation for quality, integrity, and inclusion. - Mentor...

Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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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

Job Title: **Members Only,** - Tax Manager Job Responsibilities: - Supervise, develop,... teams to ensure effective client service delivery. - Manage client... service accounts and drive... to the needs of private companies and their owners,... thriving in environments with complex transactions that require advanced...

Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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Posted On Sep 22, 26

Full-time 1 views Experience : 5-6 yrs required

Job Tags:

Capital Markets family partnerships pension private equity Software spectrum Taxation wealth management wealth transfer

Tax - Business Tax Services... - Private Tax Partnerships Duties: The candidate... reviewing federal and state tax returns for . partnerships.... reporting requirements for cross-border tax compliance such as foreign... foreign affiliate reporting. Providing tax research, tax memoranda drafting,... and...

Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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Posted On Sep 25, 26

Full-time 1 views Experience : Min 5 yrs required

Job Tags:

criminal finance gift tax Immigration Taxation trusts wealth transfer

Job Title: Tax Manager, Global Employer Services... - Individual Tax Services, High Net Worth Job... Responsibilities: As a Tax Manager within the Individual... Tax Services - High Net... their advisors. - Lead tax compliance and advisory engagements... to complex individual income tax matters. - Review individual... tax...

Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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Posted On Sep 25, 26

Full-time 2 views Experience : Min 3 yrs required

Job Tags:

criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Job Title: Tax Senior, Global Employer Services... - Individual Tax Services, High Net Worth Job... state, and local individual tax returns and related workpapers. -... Support tax compliance engagements for high-net-worth... Prepare and review applicable tax forms, including Forms 1040,... state filings. - Analyze complex tax issues involving gifts, trusts,......

Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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Posted On Sep 15, 26

Full-time 3 views

Job Tags:

finance Software Taxation Water

Job Title: Tax Senior, Core Tax Services Job... Responsibilities: The Tax Senior, Core Tax Services... key responsibilities, focusing on tax compliance, research, tax accruals,... The primary duties include: - Tax Compliance: Ensure clients adhere... to applicable tax authorities while minimizing reporting... burdens. This involves managing tax processes, answering preparer questions,......

Attorney in Cleveland, OH

In-House • **Members Only** Cleveland, OH

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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

Job Title: Private Partnership Solutions (PPS) -... Tax Senior Associate Job Responsibilities: A... career within the company Private will provide the opportunity... to assist private companies with a range... needs such as audit, tax compliance, and planning to... life cycle of a private company from incept...

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