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Private Client Jobs in Fort Mitchell

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United States
Posted On Jul 27, 26
Full-time 2 views
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
Consumer Law Domestic Violence Family Law Foreclosure Government health insurance Insurance Software
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
Consumer Law Domestic Violence Family Law Foreclosure Government health insurance Insurance Software

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...

Posted On Sep 19, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
estate tax family Insurance Partnership partnerships
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
estate tax family Insurance Partnership partnerships

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...

Posted On Aug 26, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Tax - Private Client Services Tax-General Practice (Transaction) Tax - General
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation
Practice Area:
Tax - Private Client Services Tax-General Practice (Transaction) Tax - General
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, with a focus on personal income, estate, and gift tax, as well...

Posted On Aug 27, 26
Full-time 1 views Experience : Min 2 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 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,...

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 at the... to identify and address client needs, tax planning, and... consulting opportunities. - Working directly with clients and their advisors t...

Posted On Aug 27, 26
Full-time 1 views Experience : Min 10 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

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...

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

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...

Posted On Sep 07, 26
Full-time 36 views Experience : Min 7 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Corporate - General
Job Tags:
Capital Markets Commercial Contracts corporate governance debt finance due diligence equity Ethics Government international business Joint Ventures Mergers and Acquisitions private equity Securities strategic alliances title
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Corporate - General
Job Tags:
Capital Markets Commercial Contracts corporate governance debt finance due diligence equity Ethics Government international business Joint Ventures Mergers and Acquisitions private equity Securities strategic alliances title

and other related activities. - Manage transactions and conduct due diligence. - Assist in managing and maintaining client relationships. - Work on... a variety of assignments, gaining hands-on experience in cross-border mergers and acquisitions, private equity, debt finance, capital... markets, joint venture...

Posted On Sep 11, 26
Full-time 2 views Experience : 3-6 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - Contract Law Corporate - General
Job Tags:
Capital Markets Commercial Contracts corporate transactions due diligence growth equity Joint Ventures M&A Partnership
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - Contract Law Corporate - General
Job Tags:
Capital Markets Commercial Contracts corporate transactions due diligence growth equity Joint Ventures M&A Partnership

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...

Posted On Aug 18, 26
Full-time 5 views Experience : Min 8 yrs required
Practice Area:
Corporate - Technology Transactions Corporate - Contract Law Corporate - M&A Corporate - Securities and Capital Markets Corporate - Compliance Corporate - Private Equity Data Privacy - Transactional Fintech & Blockchain Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements data privacy Data Protection Energy Insurance Intellectual Property Litigation partnerships Privacy Software
Practice Area:
Corporate - Technology Transactions Corporate - Contract Law Corporate - M&A Corporate - Securities and Capital Markets Corporate - Compliance Corporate - Private Equity Data Privacy - Transactional Fintech & Blockchain Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements data privacy Data Protection Energy Insurance Intellectual Property Litigation partnerships Privacy Software

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,...

Posted On Sep 11, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

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....

Posted On Sep 14, 26
Full-time 1 views Experience : 5-5 yrs required
Practice Area:
Personal Injury Defense Insurance Defense - General Trucking and Auto Defense
Job Tags:
air bodily injury depositions evidence Family and Medical Leave Act FMLA Litigation pleadings trials
Practice Area:
Personal Injury Defense Insurance Defense - General Trucking and Auto Defense
Job Tags:
air bodily injury depositions evidence Family and Medical Leave Act FMLA Litigation pleadings trials

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...

Posted On Sep 22, 26
Full-time 1 views Experience : 5-6 yrs required
Job Tags:
Capital Markets family partnerships pension private equity Software spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets family partnerships pension private equity Software spectrum Taxation wealth management wealth transfer

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...

Posted On Sep 14, 26
Full-time 28 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 Sep 16, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
branding Case Law Media Privacy private equity
Job Tags:
branding Case Law Media Privacy private equity

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,...

Posted On Sep 11, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

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...

Posted On Sep 22, 26
Full-time 1 views Experience : 5-6 yrs required
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer
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... 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......

Posted On Sep 14, 26
Full-time 2 views Experience : Min 6 yrs required
Job Tags:
acquisitions asset management criminal divestitures hedge funds Immigration Insurance M&A mergers Mergers and Acquisitions Mutual Funds portfolio companies portfolio company private equity restructuring stage
Job Tags:
acquisitions asset management criminal divestitures hedge funds Immigration Insurance M&A mergers Mergers and Acquisitions Mutual Funds portfolio companies portfolio company private equity restructuring stage

Private Equity Mergers and Acquisitions... inorganic growth and value creation. Partner with private equity clients as they... evaluate their portfolio and engage in buy-side and sell-side inorganic opportunities. Evaluate portfolio company operations to identify key business issues and deploy inn...

Corporate Associate

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Posted On Aug 08, 26
Full-time 17 views Experience : 1-10 yrs required
Practice Area:
Corporate - Venture Capital/Emerging Companies Corporate - Private Equity
Practice Area:
Corporate - Venture Capital/Emerging Companies Corporate - Private Equity

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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