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Private Client Jobs in Austin

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United States
Posted On Sep 03, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Tax - Private Client Services Tax - Controversy and Dispute Resolution Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Tax - Private Client Services Tax - Controversy and Dispute Resolution Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts

Job Title: Private Client Services Associate Attorney... - Midlevel Job Responsibilities: The Private Client Services Associate Attorney... will be part of a nationally recognized team that assists individuals and families with sophisticated estate and tax planning techniques. The primary responsibilities...

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Posted On Sep 08, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - Exempt Organization Tax - General
Job Tags:
Asset Protection Energy Estate Planning family Syndication
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - Exempt Organization Tax - General
Job Tags:
Asset Protection Energy Estate Planning family Syndication

comprehensive system. - Connect clients with appropriate fulfillment options such as CPAs, wealth advisors, and deal clubs. - Conduct 10-25 client meetings per week, dedicating... approximately one hour per day to client work. - Utilize AI to... proactively solve problems and enhance productiv...

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Posted On Sep 07, 26
Full-time 9 views Experience : 11-20 yrs required
Practice Area:
Tax - Private Client Services
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Practice Area:
Tax - Private Client Services
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Managing Director, Tax - Private Client Job Responsibilities: The... Managing Director, Tax - Private Client at Company is... other clients. Key responsibilities include: - Delivering tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. - Develo...

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Posted On Sep 07, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Title: Manager, Tax - Private Client Job Responsibilities: The... Private Client Tax Manager acts... integral member of various client service teams. This role... requires substantial knowledge in taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth...

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Posted On Aug 27, 26
Full-time Experience : Min 12 yrs required
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 Responsibilities: The... Private Client Advisor II is... acquiring new clients, deepening client relationships, and building upon... responsibilities include leading the Client Management Process and partnering... to provide a Branded Client Experience, which includes offering... the full array of Private Bank and the bank's......

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Posted On Sep 09, 26
Full-time 6 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

Job Title: Private Wealth Associate Job Responsibilities: - Engage... in sophisticated estate planning and drafting, trust and estate administration, and estate and gift tax. - Participate in charitable planning initiatives. - Collaborate with attorneys across various offices within the Financial Services & Capital Markets...

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Posted On Sep 09, 26
Full-time 8 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Job Title: Private Wealth Senior Counsel Job Responsibilities: -... Design and implement sophisticated estate plans. - Assist individual and business clients with all aspects of wealth management, asset protection, and gift and estate tax issues. - Work primarily with attorneys in the Financial Services...

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Posted On Aug 26, 26
Full-time 9 views Experience : Min 8 yrs required
Practice Area:
Tax - Federal Tax-General Practice (Transaction)
Job Tags:
equity Ethics family finance H-1B partnerships stage wealth management
Practice Area:
Tax - Federal Tax-General Practice (Transaction)
Job Tags:
equity Ethics family finance H-1B partnerships stage wealth management

Title: Tax Director - Private Companies Job Responsibilities: As a Tax... Director within the company, the role involves working as part of a team of problem solvers to address complex business issues ranging from strategy to execution. The responsibilities include: - Supporting the...

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Posted On Sep 05, 26
Full-time 29 views
Practice Area:
Corporate - Venture Capital/Emerging Companies Corporate - Private Equity Corporate - M&A Corporate - General
Job Tags:
children domestic partner family Insurance Life Science Medicare Mergers and Acquisitions private equity Securities spouse
Practice Area:
Corporate - Venture Capital/Emerging Companies Corporate - Private Equity Corporate - M&A Corporate - General
Job Tags:
children domestic partner family Insurance Life Science Medicare Mergers and Acquisitions private equity Securities spouse

role involves: - Handling venture financings - Engaging in private equity transactions - Representing... private companies in general corporate... matters - Managing private company mergers and acquisitions... Candidates are expected to be highly skilled communicators, capable of working well...

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Posted On Jul 09, 26
Full-time 21 views Experience : 5-7 yrs required
Practice Area:
Finance - Project Finance Finance - General
Job Tags:
credit agreements equity finance Financial Institutions lending portfolio companies
Practice Area:
Finance - Project Finance Finance - General
Job Tags:
credit agreements equity finance Financial Institutions lending portfolio companies

Responsibilities: - Represent financial institutions, private credit funds, BDCs, and... non-bank lenders in complex, sponsor-backed transactions. - Handle sponsor-backed acquisition financings across various sectors, including cross-border and multi-currency deals. - Manage cash-flow and asset-based lending, including senior, senior-stretch, and superpriority revolvers. - Oversee multi-lender/syndicated...

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Posted On Aug 10, 26
Full-time 2 views Experience : Min 6 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
1940 Act 40 Act Energy fund formation hedge funds Joint Ventures M&A private equity spectrum
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
1940 Act 40 Act Energy fund formation hedge funds Joint Ventures M&A private equity spectrum

funds, on investments in private equity funds and other... private investment vehicles. Key responsibilities... include: - Advising sponsors on fund formation matters. - Providing counsel to limited partners on investments in private equity funds. - Handling general... experience with 1940 Act matters, with...

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Posted On Aug 03, 26
Full-time 2 views Experience : 1-8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

seeks a highly skilled Private Wealth Services Associate for... their Austin, Texas office. This full-time position offers the opportunity to work with a diverse range of clients across various industries. The role is ideal for a junior to mid-level associate...

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