Private Client Jobs in Erlanger

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United States
Full-time 2 views

eligible clients in various forums including courts, administrative agencies, and through community outreach initiatives. The position involves the following duties: - Providing high quality civil legal advice primarily over the telephone. - Completing client intakes via telephone when... necessary. - Providing brief ser...

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Full-time

Title** Estate & Tax Planning Associate Attorney **Job Responsibilities** The Estate & Tax Planning Associate Attorney will be responsible for providing comprehensive legal solutions in estate and tax planning, trust administration, and business succession planning. Key duties include: - Advising...

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Full-time Experience : 3-5 yrs required

Title: Estate & Tax Planning Associate Attorney Job Responsibilities: The Estate & Tax Planning Associate Attorney at the law firm will be responsible for providing expert legal counsel and representation in the areas of estate and tax planning. Key responsibilities...

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Posted On Sep 28, 26
Full-time 1 views Experience : Min 2 yrs required

Job Title: Tax Senior, Private Client Services Job Responsibilities: - Engage... to identify and address client needs. - Collaborate with clients... and their advisors to gather necessary information for tax return preparation. - Prepare complex tax returns including individual, trust, estate, S-Corp, foundation, partnership,...

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Posted On Sep 28, 26
Full-time Experience : Min 5 yrs required

Job Title: Tax Manager, Private Client Services Job Responsibilities:... Tax Manager in the Private Client Services at the... to identify and address client needs, tax planning, and... consulting opportunities. - Working directly with clients and their advisors t...

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Posted On Sep 28, 26
Full-time 1 views Experience : Min 10 yrs required

Title: Tax Managing Director, Private Client Services Job Responsibilities:... to identify and address client needs, tax planning, and... Acts as the primary client contact, providing executive presence... for preparation and presentation of issues and resolutions. - Reviews complex tax returns...

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Posted On Sep 15, 26
Full-time 1 views Experience : Min 7 yrs required

Title: Tax Senior Manager, Private Client Services Job Responsibilities: - Manages... engagements, identifying and addressing client needs, and exploring tax... executive presence and primary client contact for issue preparation... and resolution presentations. - Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift...

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Full-time 2 views Experience : 3-6 yrs required

on a variety of corporate matters. Responsibilities include: - Handling public and private Mergers & Acquisitions (M&A),... private equity transactions, joint ventures,... and growth equity financings. - Engaging in general corporate and commercial work for in-house legal departments and operating teams...

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Full-time 5 views Experience : Min 8 yrs required

Title: Corporate Counsel Job Responsibilities: - Provide strategic legal guidance to business leaders and stakeholders on complex legal, regulatory, risk, compliance, commercial, product, and operational matters impacting the company's Platforms & Integrated business, including embedded payments and payment facilitator offerings. - Draft, review,...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required

Tax Senior - Private Wealth Duties: The candidate... support the preparation of tax returns, and help prepare for client meetings tied to compliance... and consulting projects. Contribute to tax planning opportunities and help clients understand the implications of important transactions....

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Full-time 1 views Experience : 5-5 yrs required

Title: Senior Trial Attorney, Client Legal Services Job Responsibilities: As a... Senior Trial Attorney at the company, you will play a pivotal role in defending both insured individuals and the company in various legal proceedings. Your responsibilities will include: - Representing insured individuals...

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Posted On Sep 22, 26
Full-time 1 views Experience : 5-6 yrs required

Business Tax Services - Private Tax Partnerships Duties: The... candidate will be preparing or reviewing federal and state tax returns for . partnerships. This includes the preparation and review of foreign reporting requirements for cross-border tax compliance such as foreign...

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Posted On Sep 14, 26
Full-time 28 views Experience : Min 6 yrs required

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...

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Posted On Sep 16, 26
Full-time 1 views Experience : Min 5 yrs required

Private Equity Content Specialist The... candidate will collaborate with attorneys and colleagues across the practice group to advance the group's business development, knowledge management, profile-raising, and growth objectives. Working closely with practice group leadership, attorneys, and the business development team,...

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Posted On Sep 25, 26
Full-time 2 views Experience : Min 5 yrs required

Tax Manager - Private Wealth Duties: The candidate... Prepare for and lead client meetings related to compliance... and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on a broader leadership footprint by...

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Posted On Sep 22, 26
Full-time 1 views Experience : 5-6 yrs required

Business Tax Services - Private Tax - High Net... Worth - Manager Duties: be providing personal and private tax advice and compliance... families, and owners of private wealth. Advising on matters... family, business entities, and private wealth management, including High......

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Full-time 86 views Experience : 3-5 yrs required

Firm is hiring a Corporate Securities Associate Law Firm is looking for a Corporate Securities Associate with at least three to five years of significant transactional experience to join its sophisticated and highly collaborative corporate practice. The successful candidate...

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Posted On Aug 14, 26
Full-time 17 views Experience : 1-10 yrs required

to work on a wide variety of transactional matters, including private equity and strategic mergers... and acquisitions. The role is ideal for candidates who are collaborative, thrive in fast-paced environments, and are eager to contribute to a highly regarded corp...

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