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Private Client Jobs in Concord

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United States
Posted On Sep 05, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts

status and ongoing compliance. Provide guidance on IRS filings, including Form 1023 and Form 990. Counsel on UBTI, private foundation rules, and intermediate... sanctions. Advise on governance and regulatory requirements. - Transactional & General Tax Matters: Support mergers, acquisitions, restructurings,...

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 Jun 12, 26
Full-time 14 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Corporate - M&A Corporate - Asset/Investment Management Tax - Private Client Services Tax-General Practice (Transaction) Tax - M&A and Transactions Tax - International Trusts and Estates - General Corporate - General Tax - General
Job Tags:
Asset Protection commercial real estate corporate transactions equity Estate and Trust Estate Planning estate tax family fiduciary finance Partnership Taxation title wealth transfer
Practice Area:
Estate & Tax Planning Corporate - M&A Corporate - Asset/Investment Management Tax - Private Client Services Tax-General Practice (Transaction) Tax - M&A and Transactions Tax - International Trusts and Estates - General Corporate - General Tax - General
Job Tags:
Asset Protection commercial real estate corporate transactions equity Estate and Trust Estate Planning estate tax family fiduciary finance Partnership Taxation title wealth transfer

tax, corporate transactions, commercial real estate, and finance. The role involves working closely with private clients, entrepreneurs, business owners,... and family offices to identify opportunities to minimize taxes and protect wealth for current and future family members. Key responsibilities...

Posted On Sep 03, 26
Full-time 1 views Experience : 5-6 yrs required
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

Business Tax Services - Private Tax - High Net... Responsibilities: As a Manager in Private Tax at the company,... for providing personal and private tax advice and compliance... families, and owners of private wealth. This role involves... family, business entities, and private wealth management matters, including......

Posted On Sep 07, 26
Full-time 9 views Experience : Min 11 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

Managing Director, Tax - Private Client Job Responsibilities: The Managing Director,... Tax - Private Client is a crucial... role within the company, providing sophisticated tax compliance, consulting, and planning services tailored to individuals, multi-generational families, fiduciaries, and other ultra-high net worth clients....

Posted On Aug 27, 26
Full-time 1 views 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: A Tax... Manager in the Private Client Services department is... responsible for delivering high-quality tax compliance and consulting services to high net-worth individuals and engagements, identifying and addressing client needs, and providing tax......

Posted On Sep 07, 26
Full-time 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: - Provide tax... compliance partnerships, trusts, estates, and private foundations. - Develop, build, and... manage client relationships as part of... expand business opportunities and client relationships. - Maintain functional expertise... family structures to address client conce...

Posted On Aug 17, 26
Full-time 32 views Experience : 4-6 yrs required
Practice Area:
Corporate - Private Equity
Job Tags:
acquisitions child criminal Domestic Violence entertainment family fraud Harassment indemnity Insurance portfolio companies private equity spouse
Practice Area:
Corporate - Private Equity
Job Tags:
acquisitions child criminal Domestic Violence entertainment family fraud Harassment indemnity Insurance portfolio companies private equity spouse

Job Title: Midlevel Private Equity Associate Job Responsibilities: The Midlevel... Private Equity Associate will be... the day-to-day operations involving Private Equity portfolio companies. The... successful candidate will collaborate with a variety of national and international clients and work closely with lawyers across...

Posted On Aug 17, 26
Full-time 16 views Experience : 3-5 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity
Job Tags:
agreements asset purchase agreements child criminal Domestic Violence due diligence entertainment family fraud Harassment indemnity Insurance Joint Ventures letters of intent Limited Liability Company M&A operating agreements private equity spouse stock purchase agreements warranty
Practice Area:
Corporate - M&A Corporate - Private Equity
Job Tags:
agreements asset purchase agreements child criminal Domestic Violence due diligence entertainment family fraud Harassment indemnity Insurance Joint Ventures letters of intent Limited Liability Company M&A operating agreements private equity spouse stock purchase agreements warranty

Title: Pittsburgh Midlevel Corporate M&A Associate Job Responsibilities: The Pittsburgh Midlevel Corporate M&A Associate will join the law firm's Corporate M&A team. The associate will be responsible for a range of duties within the mergers and acquisitions sector. Key responsibilities include: - Drafting,...

Posted On Aug 06, 26
Full-time 157 views Experience : Min 2 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - General
Job Tags:
contracts marketing organizational documents private equity
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - General
Job Tags:
contracts marketing organizational documents private equity

BUSINESS ATTORNEY Our Law Firm: At our law firm, **Members Only,**, we offer a flexible work schedule, professional development, and a thoughtful approach to guiding our clients through their legal challenges. We value relationships and use cutting edge technological...

Posted On Aug 06, 26
Full-time 112 views Experience : Min 3 yrs required
Practice Area:
Corporate - Technology Transactions Corporate - Venture Capital/Emerging Companies Corporate - Contract Law Corporate - Private Equity Health Care - Compliance, Transactions, HIPAA Health Care - General Data Privacy - Transactional Corporate - General
Job Tags:
agreements bylaws Case Law CCPA Commercial Contracts Corporate Law data privacy developers GDPR HIPAA Life Science LLC marketing operating agreements organizational documents physicians private equity Software
Practice Area:
Corporate - Technology Transactions Corporate - Venture Capital/Emerging Companies Corporate - Contract Law Corporate - Private Equity Health Care - Compliance, Transactions, HIPAA Health Care - General Data Privacy - Transactional Corporate - General
Job Tags:
agreements bylaws Case Law CCPA Commercial Contracts Corporate Law data privacy developers GDPR HIPAA Life Science LLC marketing operating agreements organizational documents physicians private equity Software

Senior Business Attorney at Law Firm At Law Firm, we are looking for an experienced Senior Business Attorney to join our team. Our Firm is committed to providing quality legal services with a thoughtful approach to our clients’ legal...

Posted On Sep 13, 26
Full-time 21 views Experience : 5-7 yrs required
Practice Area:
Finance - General Finance - Banking
Job Tags:
credit agreements equity finance Financial Institutions lending portfolio companies
Practice Area:
Finance - General Finance - Banking
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 multi-lender/syndicated facilities, unitranche/first-out–last-out structures, and senior/mezz structures. - Interface directly with clients and opposing counsel, driving transactions to closing in a fast-paced, high-performance environment. - Manage...

Posted On Sep 06, 26
Full-time 15 views Experience : 5-7 yrs required
Practice Area:
Corporate - Private Equity Corporate - M&A
Job Tags:
acquisitions Investment Banking M&A portfolio companies Privacy private equity
Practice Area:
Corporate - Private Equity Corporate - M&A
Job Tags:
acquisitions Investment Banking M&A portfolio companies Privacy private equity

Title: Senior Corporate & Private Equity Associate Job Responsibilities: - Support... the Corporate and Private Equity practice at the... Lead transactions for the private equity platform, which involves... deal-making expertise. - Advise clients across the full investment a focus on healthcare private equity...

Posted On Jul 08, 26
Full-time 1 views Experience : 3-20 yrs required
Practice Area:
Tax - General Tax - Exempt Organization
Practice Area:
Tax - General Tax - Exempt Organization

OverviewA law firm seeks a Tax Attorney specializing in nonprofit and tax-exempt organizations in Greenville, NC. The ideal candidate will have extensive experience advising on tax compliance, governance, and regulatory requirements for Section 501(c) organizations. This role offers the opportunity...

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