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Private Client Services Associate Jobs in Pennsylvania

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Private Client Services Associate Jobs in Pennsylvania - Related Job Titles

Private Client Associate
United States
Posted On Oct 07, 26
Full-time Experience : 4-7 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
40 Act Affirmative Action agreements asset management credit facilities Domestic Violence ERISA family fund formation LLC Partnership private equity Securities special projects spectrum stalking
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
40 Act Affirmative Action agreements asset management credit facilities Domestic Violence ERISA family fund formation LLC Partnership private equity Securities special projects spectrum stalking

Job Title: Private Funds Attorney Job Responsibilities: - Oversee... LLC agreements, subscription agreements, private placement memoranda, and other... ancillary documents for the company's closed end and evergreen commingled funds and separately managed accounts. - Work in coordination with the structuring and product development...

Posted On Oct 01, 26
Full-time
Practice Area:
Immigration - General Administrative Law Government / Public Law Government - General
Job Tags:
Case Law children criminal Department of Health and Human Services evidence federal government Government I-9 Immigration Litigation marriage pleadings Privacy RICO Rule of Law social security Software spouse title
Practice Area:
Immigration - General Administrative Law Government / Public Law Government - General
Job Tags:
Case Law children criminal Department of Health and Human Services evidence federal government Government I-9 Immigration Litigation marriage pleadings Privacy RICO Rule of Law social security Software spouse title

Title: Attorney-Adviser (General) Job Responsibilities: 1. Office of the General Counsel: - Research, analyze, and interpret statutes, regulations, case law, administrative decisions, and legal precedents to resolve legal issues and develop recommendations supporting department programs and operations. - Provide legal advice, guidance,...

Posted On Sep 28, 26
Full-time 5 views Experience : 3-8 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title

investment advisers that manage private credit funds and other... investment vehicles, including funds registered under the Investment Company Act of 1940. - Provide legal support on issues arising under the Investment Advisers Act of 1940, including governance, fiduciary obligations, disclosures, conflicts...

Posted On Sep 28, 26
Full-time Experience : 3-8 yrs required
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title

investment advisers that advise private credit funds and other... investment vehicles, including certain funds registered under the Investment Company Act of 1940. - Provide legal support on matters arising under the Investment Advisers Act of 1940, including governance, fiduciary obligations, disclosures,...

Posted On Sep 18, 26
Full-time 2 views Experience : 7-10 yrs required
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax M&A operating agreements Partnership partnerships Taxation trusts wealth transfer Wills
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax M&A operating agreements Partnership partnerships Taxation trusts wealth transfer Wills

Title: Trusts & Estates Attorney Job Responsibilities: - Advise high-net-worth individuals, families, and business owners on advanced estate planning, wealth transfer strategies, and trust administration. - Develop tax-efficient estate and business succession plans, including trusts, family partnerships, and charitable structures. - Partner with corporate...

Posted On Sep 23, 26
Full-time 1 views Experience : 5-7 yrs required
Practice Area:
Finance - Banking Finance - General Corporate - Contract Law Corporate - General
Job Tags:
acquisitions agreements Bankruptcy Commercial Lending credit facilities debt finance due diligence financial products financing documents intercreditor agreements M&A private equity secured and unsecured financing transactions security agreements Venture Capital
Practice Area:
Finance - Banking Finance - General Corporate - Contract Law Corporate - General
Job Tags:
acquisitions agreements Bankruptcy Commercial Lending credit facilities debt finance due diligence financial products financing documents intercreditor agreements M&A private equity secured and unsecured financing transactions security agreements Venture Capital

Title: Senior Corporate Finance Attorney Job Responsibilities: - Represent borrowers and lenders in various debt financing transactions and credit facilities. This includes traditional asset-based lending (ABL), term loans, revolvers, acquisition financings, and warehouse facilities for innovative financial products. - Draft, review, and negotiate...

Posted On Sep 24, 26
Full-time 2 views Experience : Max 1 yrs required
Practice Area:
Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
acquisitions Insurance M&A mergers private equity Securities
Practice Area:
Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
acquisitions Insurance M&A mergers private equity Securities

Job Title: 2027 Entry-Level Associate - Corporate Job Responsibilities: The entry-level... to leading public companies, private equity firms, investment banks,... and other business clients. Their responsibilities will include: - Advising on critical and strategic transactions and business decisions. - Building a diverse portfolio of...

Posted On Sep 23, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Corporate - M&A Corporate - Compliance Corporate - Contract Law Corporate - General
Job Tags:
acquisitions agreements air antitrust closing documents Commercial Contracts Competition Law construction due diligence easements finance hospitals HSR Insurance Joint Ventures letters of intent Litigation M&A Mergers and Acquisitions Transportation
Practice Area:
Corporate - M&A Corporate - Compliance Corporate - Contract Law Corporate - General
Job Tags:
acquisitions agreements air antitrust closing documents Commercial Contracts Competition Law construction due diligence easements finance hospitals HSR Insurance Joint Ventures letters of intent Litigation M&A Mergers and Acquisitions Transportation

Title: Business Attorney Job Responsibilities: The Business Attorney will play a pivotal role in the Americas Law Department, providing transactional and compliance legal support to the Company's North American Region. Key responsibilities include: - Leading and managing all phases of M&A transactions,...

Posted On Sep 08, 26
Full-time 2 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax Insurance private client Probate Taxation
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax Insurance private client Probate Taxation

Job Title Private Client Associate Job Responsibilities... The Private Client Associate will be... high-net-worth individuals, families, fiduciaries, and closely held businesses. The Associate will collaborate with attorneys... across various offices and contribute to a growing, team-oriented practice with a stro...

Posted On Sep 10, 26
Full-time 2 views Experience : Max 1 yrs required
Practice Area:
Tax - M&A and Transactions Tax - Federal Tax - General
Job Tags:
acquisitions artificial intelligence Bankruptcy company policies Computer Science criminal due diligence emerging technologies equity family H-1B Insurance Joint Ventures mergers private equity restructuring Software Taxation Transportation Visa
Practice Area:
Tax - M&A and Transactions Tax - Federal Tax - General
Job Tags:
acquisitions artificial intelligence Bankruptcy company policies Computer Science criminal due diligence emerging technologies equity family H-1B Insurance Joint Ventures mergers private equity restructuring Software Taxation Transportation Visa

Job Title: Tax Associate, Mergers and Acquisitions Tax... of domestic and multinational private equity and strategic mergers,... acquisitions, joint ventures, dispositions, and IPOs. This includes drafting tax opinions, memos, structure decks, and Excel models that illustrate the tax benefits of...

Posted On Sep 10, 26
Full-time 1 views Experience : Max 12 yrs required
Practice Area:
Tax - M&A and Transactions Tax - Federal Tax - General
Job Tags:
acquisitions artificial intelligence Bankruptcy company policies Computer Science criminal due diligence emerging technologies equity family H-1B Insurance Joint Ventures mergers private equity restructuring Software Taxation Transportation Visa
Practice Area:
Tax - M&A and Transactions Tax - Federal Tax - General
Job Tags:
acquisitions artificial intelligence Bankruptcy company policies Computer Science criminal due diligence emerging technologies equity family H-1B Insurance Joint Ventures mergers private equity restructuring Software Taxation Transportation Visa

Job Title: Tax Associate, Mergers and Acquisitions Tax... of domestic and multinational private equity and strategic mergers,... acquisitions, joint ventures, dispositions, and IPOs. This includes drafting tax opinions, memos, structure decks, and Excel models that illustrate the tax benefits of...

Posted On Sep 14, 26
Full-time 3 views Experience : Min 2 yrs required
Practice Area:
Government / Public Law Government - General
Job Tags:
affordable housing banking bond counsel consumer finance finance Public Finance public sector restructuring underwriters
Practice Area:
Government / Public Law Government - General
Job Tags:
affordable housing banking bond counsel consumer finance finance Public Finance public sector restructuring underwriters

Job Title: Public Finance Associate Job Responsibilities: The Public Finance... Associate will play a central... transactions while developing strong client-facing and deal management skills.... The associate will be involved in... complex, high-impact transactions involving governmental issuers, institutional investors, nonprofit organizations, and...

Posted On Sep 08, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Corporate - M&A Corporate - General Corporate - Contract Law
Job Tags:
acquisitions agreements air antitrust closing documents Commercial Contracts Competition Law construction due diligence easements finance hospitals HSR Insurance Joint Ventures letters of intent Litigation M&A Mergers and Acquisitions title Transportation
Practice Area:
Corporate - M&A Corporate - General Corporate - Contract Law
Job Tags:
acquisitions agreements air antitrust closing documents Commercial Contracts Competition Law construction due diligence easements finance hospitals HSR Insurance Joint Ventures letters of intent Litigation M&A Mergers and Acquisitions title Transportation

Senior Commercial Counsel Job Responsibilities: - Lead and manage all phases of M&A transactions, including due diligence, deal structuring, negotiation, documentation, and signing/closing - Draft, review, and negotiate complex transaction documents, including purchase or sale agreements, TSAs, LOIs, NDAs, and ancillary closing documents -...

Posted On Sep 21, 26
Full-time 3 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 - Federal Tax - IRS Audits and Appeals 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
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals 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 expert advice to operations and sales personnel regarding applicable laws, including the Internal Revenue Code, Employee Retirement Income Security Act of 1974 (ERISA),...

Posted On Sep 10, 26
Full-time 22 views Experience : Min 4 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
corporate governance ERISA Insurance Mergers and Acquisitions private equity shareholders
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
corporate governance ERISA Insurance Mergers and Acquisitions private equity shareholders

Title: ESOP Transactions & Services / Associate Job Responsibilities: The associate... will be responsible for... advising on ESOP (Employee Stock Ownership Plan) transactions and related corporate and ERISA (Employee Retirement Income Security Act) matters. This includes transaction planning and design, managing qualified...

Posted On Sep 21, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title

our customers. We 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 II within company's Private...

Posted On Sep 23, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Tax - International
Job Tags:
acquisitions agreements divestitures due diligence emerging technologies Energy Financial Institutions Fringe Benefits M&A private equity reorganization
Practice Area:
Tax - International
Job Tags:
acquisitions agreements divestitures due diligence emerging technologies Energy Financial Institutions Fringe Benefits M&A private equity reorganization

Title: Director, Corporate Transaction Tax & Advisory, EMEA (CTTA) Job Responsibilities: - Lead the delivery of complex international tax planning and transaction advisory engagements for multinational groups operating across EMEA jurisdictions. - Advise on the tax implications...

Posted On Sep 21, 26
Full-time 2 views Experience : 5-7 yrs required
Practice Area:
Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General 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 title
Practice Area:
Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General 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 title

Job Title Senior Counsel Private Bank Internal Revenue Code... and Employee Retirement Income Security Act Job Responsibilities - Perform significant and complex legal work while regularly interacting with management. - Oversee legal research, analysis, consultation, and documentation within a framework...

Posted On Sep 14, 26
Full-time 17 views Experience : Min 10 yrs required
Practice Area:
Tax - M&A and Transactions Tax - Federal
Job Tags:
acquisitions asset purchase agreements directors finance M&A marketing mergers Mergers and Acquisitions restructuring Software special projects stock purchase agreements Taxation
Practice Area:
Tax - M&A and Transactions Tax - Federal
Job Tags:
acquisitions asset purchase agreements directors finance M&A marketing mergers Mergers and Acquisitions restructuring Software special projects stock purchase agreements Taxation

Title: Managing Director, Transaction Advisory Services (M&A Tax) Job Responsibilities: The Managing... Director within the Special Projects Group in Transaction Advisory Services is tasked with advising... clients on . federal income tax issues Serving as the primary client contact for technical tax......

Posted On Sep 24, 26
Full-time Experience : 2-13 yrs required
Practice Area:
Finance - Banking Finance - General
Practice Area:
Finance - Banking Finance - General

OverviewA law firm seeks a Senior Corporate Finance Attorney in Philadelphia, PA to enhance its debt finance team. The role involves working on borrower- and lender-side loan facilities and related debt financings. This position offers a platform for growth and...

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