Private Client Jobs in East Point

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United States
Full-time Experience : Min 3 yrs required

Title: Estate Planning Associate Attorney Job Responsibilities: - Draft various estate planning instruments, including last wills and testaments, revocable living trusts, irrevocable trusts for life insurance, spousal lifetime access trusts, gifting trusts, powers of attorney, and advance health care directives. - Develop estate...

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Full-time 9 views Experience : 5-7 yrs required

Title: Trust & Estate Associate Job Responsibilities: The Trust & Estate Associate will support the Taxation and Wealth Planning Department at a law firm. The primary responsibilities include advising high-net-worth individuals on complex wealth transfer and estate planning matters. The associate will...

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Full-time 2 views Experience : Min 5 yrs required

Title: Senior Attorney – Estate Planning & Business Law Job Responsibilities: - Develop and implement comprehensive tax planning strategies to minimize tax liabilities for individuals, families, and businesses. - Draft legal documents, including business contracts and estate planning documents. - Manage complex transactions, business...

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Full-time Experience : 1-3 yrs required

Title: Associate - Trusts & Estates Practice Group Job Responsibilities: - Provide sophisticated estate, tax, and business succession planning advice to high and ultra-high net worth individuals and businesses. - Draft wills and complex estate planning documents, including Grantor Retained Annuity Trusts (GRATs),...

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Full-time 1 views Experience : Min 3 yrs required

Title: Associate Attorney - Tax and Wealth Planning Group Job Responsibilities: - Counsel individuals and families on the acquisition, preservation, management, and transfer of their property. - Provide expert guidance on a variety of legal areas including income, gift, estate and generation-skipping taxation,...

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Posted On Aug 27, 26
Full-time 21 views Experience : Min 12 yrs required

Job Title: Private Client Advisor II Job Responsibilities: -... Lead the client management process (CMP) within... the client team to identify new... risk appetite. - Lead the client team to deliver meaningful... interactions and a branded client experience. - Develop an in-depth... understanding of...

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Posted On Aug 31, 26
Full-time 9 views Experience : 4-4 yrs required

Title: Tax Manager - Private Client Services Job Responsibilities: Managers in... the Private Client Services (PCS) practice... at the company are tasked with overseeing multiple engagement teams handling a diverse array of sophisticated clients. These clients may include some of the wealthiest...

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Posted On Sep 07, 26
Full-time 6 views Experience : Min 11 yrs required

Managing Director, Tax - Private Client Job Responsibilities: The Managing Director,... Tax - Private Client at Company is... partnerships, trusts, estates, and private foundations. The role involves... developing and managing client relationships, participating in business... development activities, and engaging in networking to...

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Posted On Aug 27, 26
Full-time 2 views Experience : Min 5 yrs required

Job Title: Tax Manager, Private Client Services Job Responsibilities: - Manage... to identify and address client needs, tax planning, and... consulting opportunities. - Work directly with clients and their advisors to gather required information for tax return preparation. - Review individual, trust, estate, S-Corp,...

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Full-time 19 views Experience : 5-7 yrs required

of the law firm's national Finance & Financial Services practice. The ideal candidate will engage in significant leveraged finance activities, primarily representing financial institutions, private credit funds, BDCs, and... non-bank lenders. The role involves handling complex, sponsor-backed transactions, including multi-...

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Posted On Jul 28, 26
Full-time 5 views Experience : 1-3 yrs required

focuses on M&A and private equity transactions. Candidates should... possess strong analytical and writing skills, attention to detail, and the ability to work both collaboratively and thorough legal research and analysis to support transaction preparation and well-written leg...

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