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Private Client Jobs in Baton Rouge

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United States
Posted On Aug 27, 26
Full-time
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... Managing Director in the Private Client Services (PCS) is... teams to identify and address client needs, tax planning, and... consulting opportunities. - Acting as the primary client contact, providing executive pre......

Posted On Sep 03, 26
Full-time 3 views Experience : 2-15 yrs required
Job Tags:
family Financial Institutions private client special projects Taxation
Job Tags:
family Financial Institutions private client special projects Taxation

Job Title: Tax Partner, Private Client Services (PCS) Job Responsibilities: -... Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements for all phases of the engagement life cycle. - Provide...

Posted On Aug 27, 26
Full-time
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

Job Title: Tax Senior, Private Client Services Job Responsibilities:... to identify and address client needs. - Collaborate with... clients and their advisors to collect necessary information for tax return preparation. - Prepare complex tax returns for individuals, trusts, estates, S-Corporations,...

Posted On Aug 27, 26
Full-time Experience : Min 5 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

Job Title: Tax Manager, Private Client Services Job Responsibilities:... Tax Manager in the Private Client Services sector is... engagements, identifying and addressing client needs, and identifying tax... planning and consulting opportunities. The role involves working directly with clients and their...

Posted On Aug 27, 26
Full-time Experience : Min 7 yrs required
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation

Title: Tax Senior Manager, Private Client Services Job Responsibilities: The Tax... Senior Manager, Private Client Services is responsible... for providing tax compliance and consulting services to high-net-worth clients. The role requires significant knowledge in taxation related to personal income, estate and gift...

Posted On Sep 03, 26
Full-time 7 views Experience : 12-12 yrs required
Job Tags:
CCPA family Financial Institutions Insurance private client special projects
Job Tags:
CCPA family Financial Institutions Insurance private client special projects

Job Title: Tax Partner, Private Client Services (PCS) Job Responsibilities: -... tax return signoff. - Handle client consultations on planning opportunities... and changes in tax law. - Work on proposals and assist in developing new business. - Meet prospective clients and develop relationships with new...

Posted On Sep 07, 26
Full-time 9 views Experience : Min 6 yrs required
Job Tags:
asset management banking equity Financial Institutions Government hedge funds Insurance Investment Banking investment management private equity spectrum wealth management
Job Tags:
asset management banking equity Financial Institutions Government hedge funds Insurance Investment Banking investment management private equity spectrum 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...

Posted On Sep 07, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
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... both from the existing client base and new client... acquisition. - Advise clients... on...

Posted On Jul 02, 26
Full-time 18 views Experience : Min 10 yrs required
Practice Area:
Tax - M&A and Transactions Tax - International Tax - General
Job Tags:
agreements Capital Markets corporate transactions M&A Partnership private equity
Practice Area:
Tax - M&A and Transactions Tax - International Tax - General
Job Tags:
agreements Capital Markets corporate transactions M&A Partnership private equity

laws and regulations. Provide guidance on the tax aspects of various matters including M&A, financing, private equity structures, capital markets... transactions, and other business reorganizations. Negotiate and draft transactional documentation and agreements as well as prepare and issue tax opinio...

Posted On Aug 31, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Litigation - General (consumer)
Job Tags:
Business Law Construction Law eminent domain Litigation
Practice Area:
Litigation - General (consumer)
Job Tags:
Business Law Construction Law eminent domain Litigation

full-time, on-site position. The law firm, established in 1988, serves a diverse range of public and private clients in various legal... matters. Job Responsibilities: The litigation attorney will primarily support senior partners with cases involving construction law, expropriation (eminent domain), utilities regulati...

Posted On Aug 27, 26
Full-time
Job Tags:
appeals finance marketing Software Taxation Transfer Pricing
Job Tags:
appeals finance marketing Software Taxation Transfer Pricing

role involves evaluating and selecting strategies to reduce tax burdens and compliance costs. The Senior Manager identifies various methods for tax regulation compliance and serves as the primary client contact for complex tax... issues. The position requires applying tax kn...

Posted On Sep 10, 26
Full-time Experience : Min 5 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

fund, fund of funds, private equity, real estate). Work... multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience. Review tax calculations and information presented on state income tax returns. Build and manage client relationships, and supervise, mentor,......

Posted On Sep 10, 26
Full-time Experience : Min 2 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation

fund, fund to funds, private equity, real estate) with... and controversies. Participate in multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal... meetings, and preparing pro...

Posted On Aug 27, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
finance marketing Software Taxation Transfer Pricing
Job Tags:
finance marketing Software Taxation Transfer Pricing

and evaluating alternative actions to minimize tax burdens and compliance costs. The Manager identifies various methods of complying with tax regulations while serving as the primary client contact for complex tax... issues. Key responsibilities include: - Ensuring clients comply with applic...

Posted On Aug 27, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing

evaluating and choosing alternative actions to minimize tax burdens, and identifying different methods of complying with tax regulations. This role acts as the primary client contact for complex tax... issues and involves applying knowledge to understand potential tax issues, communicating...

Posted On Sep 03, 26
Full-time 6 views Experience : 12-12 yrs required
Job Tags:
CCPA family Financial Institutions Insurance private client special projects
Job Tags:
CCPA family Financial Institutions Insurance private client special projects

Job Title: Tax Partner, Private Client Services (PCS) Job Responsibilities: -... tax return signoff. - Handle client consultations on planning opportunities... and changes in tax law. - Work on proposals and assist in developing new business. - Meet prospective clients and develop relationships with new...

Posted On Sep 03, 26
Full-time 4 views Experience : 2-15 yrs required
Job Tags:
family Financial Institutions private client special projects Taxation
Job Tags:
family Financial Institutions private client special projects Taxation

Job Title: Tax Partner, Private Client Services (PCS) Job Responsibilities: -... Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements for all phases of the engagement life cycle. - Provide...

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