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United States
Posted On Aug 27, 26
Full-time 29 views Experience : Min 12 yrs required
Job Tags:
asset management banking credit facilities private client shareholders
Job Tags:
asset management banking credit facilities private client shareholders

Private Client Advisor II Forest... Hills Full time posted on Posted 30+ Days Ago job requisition id 24017496 Job Description: At Bank of America, we are guided by a common purpose to help make...

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Posted On Aug 10, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
family LLC private client Software Taxation
Job Tags:
family LLC private client Software Taxation

Title Tax Senior Associate [Private Client Services] Job Responsibilities -... engagement lead on specific client accounts. - Take responsibility... for pre-engagement planning, execution, and final deliverables. - Prepare various types of tax returns, including business tax returns such as 1120, 1120S,...

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Posted On Aug 07, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Private Equity Finance - Banking Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
banking board of directors finance foreign trade Government international business IPO private equity Securities
Practice Area:
Corporate - Securities and Capital Markets Corporate - Private Equity Finance - Banking Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
banking board of directors finance foreign trade Government international business IPO private equity Securities

services, particularly in finance, private equity, international business, and... company listing. - For partners focusing on banking business, maintain more than two long-term stable clients that are branches of city-level banks or higher. - For partners engaged in international business, maintain more...

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Posted On Jul 19, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Tax-General Practice (Transaction) Tax - Private Client Services Tax - General
Job Tags:
equity estates Government marketing Software Taxation
Practice Area:
Tax-General Practice (Transaction) Tax - Private Client Services Tax - General
Job Tags:
equity estates Government marketing Software Taxation

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador by representing TurboTax locally and participating in local marketing and events. - Engage with new prospects, nurture leads, and convert them into long-term clients through proactive outreach. - Provide...

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Posted On Sep 07, 26
Full-time 37 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

off policies Tuition reimbursement program Employee discounts on banking products, services, and more Career development and advancement opportunities SEO Friendly Job Title: Private Banker - Wealth Management... Advisor H1 Heading: Join Our Team as...

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Posted On Aug 18, 26
Full-time 10 views Experience : 5-10 yrs required 1 applications
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Insurance LLC Medicaid partnerships Taxation trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Insurance LLC Medicaid partnerships Taxation trusts

Title: Senior Estate Planning Attorney / Trusts & Estates Counsel Job Responsibilities: The Senior Estate Planning Attorney will serve as a key substantive resource within the estate-planning team at the law firm. The responsibilities include: - Serving as a substantive estate-planning resource to...

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Personal Injury Defense Insurance Defense - General
Job Tags:
air bodily injury Case Law depositions Family and Medical Leave Act FMLA Litigation Partnership partnerships regulatory compliance second chair spectrum trials
Practice Area:
Personal Injury Defense Insurance Defense - General
Job Tags:
air bodily injury Case Law depositions Family and Medical Leave Act FMLA Litigation Partnership partnerships regulatory compliance second chair spectrum trials

Title: Senior Trial Attorney (Remote - Brooklyn, Queens, Manhattan, Long Island, New York) Job Responsibilities: - Represent insured individuals and the company in the defense of bodily injury and property damage lawsuits. - Prepare and conduct hearings, trials, arbitrations, mediations, and depositions. - Prepare...

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Posted On Aug 06, 26
Full-time 1 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary private client Probate Software special projects trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary private client Probate Software special projects trusts

Title: Senior Paralegal Supervisor / Practice Manager – Trusts & Estates Job Responsibilities: 1. Practice Management & Supervision: - Supervise, train, and mentor paralegals, legal assistants, and administrative staff. - Oversee workflow, case assignment, and prioritization of matters across the practice. -...

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Posted On Sep 07, 26
Full-time Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

alignment with advisor and client needs across the organization. -... Assess the current landscape of planning tools, identify gaps in adoption, functionality, and advisor experience, and develop a multi-year roadmap for improvement. - Drive advisor adoption and engagement by modeling best practices,...

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Posted On Aug 13, 26
Full-time Experience : 5-8 yrs required
Job Tags:
Consumer Rights federal government Genetics Harassment I-9 Insurance Litigation marketing Personal Injury Law Privacy private equity social security
Job Tags:
Consumer Rights federal government Genetics Harassment I-9 Insurance Litigation marketing Personal Injury Law Privacy private equity social security

Title: Senior Manager, Strategy & Operations Job Responsibilities: - Drive growth of key practice areas by partnering with practice leadership to develop and execute growth strategies. This includes identifying new opportunities, evaluating new markets and market segments, and building operational...

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Posted On Sep 03, 26
Full-time 14 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services 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 responsibilities include:...

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Posted On Jun 23, 26
Full-time 10 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
criminal Domestic Violence Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Immigration Litigation private client Probate spectrum Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
criminal Domestic Violence Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Immigration Litigation private client Probate spectrum Taxation trusts wealth transfer

Job Title: Private Clients Attorney (International Estate... Planning) Job Responsibilities: - Advising high-net-worth and ultra-high-net-worth individuals, families, and family offices on sophisticated estate, gift, generation-skipping transfer tax, and wealth preservation planning strategies, with a strong emphasis on international tax and...

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Posted On Jul 14, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
Estate Planning estates family fiduciary gift tax limited liability companies Litigation partnerships private client Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
Estate Planning estates family fiduciary gift tax limited liability companies Litigation partnerships private client Probate Taxation trusts wealth transfer Wills

Trusts & Estates / Private Client Practice Job Responsibilities: - Advising... high-net-worth individuals, multigenerational families, family offices, fiduciaries, and closely held business owners on estate, gift, GST, income tax, and succession planning matters. - Drafting legal documents including wills, revocable trusts, irrevocable trusts,...

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Posted On Jul 17, 26
Full-time 3 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - IRS Audits and Appeals Tax - General
Job Tags:
appeals estates family private client trusts wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - IRS Audits and Appeals Tax - General
Job Tags:
appeals estates family private client trusts wealth management

Job Title: Associate - Private Client Services Job Responsibilities: - Counsel... high-net-worth individuals and family entities on estate, gift, generation-skipping transfer, and income tax matters. - Draft prenuptial and postnuptial agreements. - Have experience in estate administration and all aspects of tax controversy, including...

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Posted On Aug 22, 26
Full-time 5 views Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
equity Estate Planning family Partnership private client wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
equity Estate Planning family Partnership private client wealth transfer

Job Title: Cross-Border Private Client & Tax Associate... or Counsel Lawyer Job Responsibilities: The Cross-Border Private Client & Tax Associate... or Counsel Lawyer will be part of a close-knit team that provides services to substantial global families with a presence in North...

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Posted On Aug 22, 26
Full-time 11 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

Job Title: Private Client International Tax and... Estate Planning Associate / Senior Associate Job Responsibilities: 1. Advise on international tax matters and cross-border planning strategies that address complex multi-jurisdictional tax and legal considerations. 2. Develop sophisticated estate planning and tax-efficient...

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Posted On Aug 06, 26
Full-time 1 views Experience : 3-20 yrs required
Practice Area:
Corporate - Private Equity Corporate - Securities and Capital Markets Finance - General Finance - Banking Corporate - General
Practice Area:
Corporate - Private Equity Corporate - Securities and Capital Markets Finance - General Finance - Banking Corporate - General

ideal candidate will have extensive experience in legal services, particularly in finance, private equity, international business, and... company and implement business strategies to expand client and mentor a... team of legal expert legal services in finance,...

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