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Private Client Jobs in Hermitage

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United States
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...

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Posted On Sep 11, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts

Investment Trusts, Real Estate Private Equity Funds, and real... consulting and compliance services to clients in the Real Estate industry sector. Work directly with the client, manage the tax engagement... team, have access to an elite group of specialists w...

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Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Capital Markets criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity REITs restructuring spectrum Taxation trusts
Job Tags:
Capital Markets criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity REITs restructuring spectrum Taxation trusts

to REITs, real estate private equity funds, joint ventures,... and operating partnerships. Work directly with clients, lead tax engagement teams, collaborate with in-house specialists, and use advanced technology and data analytics to deliver practical, high-quality solutions. Advise clients on partnership...

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Posted On Sep 21, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning Insurance LLC Partnership private client Taxation trusts Wills
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning Insurance LLC Partnership private client Taxation trusts Wills

Title: Tax and Estate Planning Legal Associate Job Responsibilities: - Advise high-net-worth individuals, families, fiduciaries, and closely held businesses on complex estate, gift, generation-skipping transfer, income tax, and business succession planning matters. - Draft and review legal documents including wills, trusts, powers of...

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Posted On Sep 14, 26
Full-time 2 views Experience : Min 11 yrs required
Practice Area:
Nonprofit / Charities Law Tax - Private Client Services Tax - General
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Practice Area:
Nonprofit / Charities Law Tax - Private Client Services Tax - General
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Managing Director, Tax - Private Client Job Responsibilities: The Managing Director... for the Private Client Tax at the... a member of various client service teams. Key responsibilities... include: - Providing tax compliance and advisory services to individuals, partnerships, trusts, estates, and private...

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Posted On Aug 25, 26
Full-time 2 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 at the... to identify and address client needs, tax planning, and... consulting opportunities. - Working directly with client...

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Posted On Aug 26, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation
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. This role requires significant expertise in taxation related to personal income, estate...

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Posted On Aug 26, 26
Full-time 1 views
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: A Tax... Senior in Private Client Services is tasked... tax and consulting engagements to identify and address client needs. - Working with clients... and their advisors to gather necessary information for tax return p...

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Posted On Aug 25, 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: A Tax... Managing Director in the Private Client Services (PCS) division... is tasked with leading tax compliance and consulting services for high net-worth clients, which include individuals, families, family offices, C-Suite executives, athletes,...

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Posted On Sep 15, 26
Full-time 2 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: - Provide sophisticated... as a trusted advisor and member of various client service teams, possessing significant... knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies. - De...

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Posted On Sep 15, 26
Full-time 2 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: - Manage... in identifying and addressing client needs, tax planning, and... consulting opportunities. - Provide executive presence and act as the primary client contact for preparation and... presentation of issues and resolution to clients. -...

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Posted On Sep 09, 26
Full-time 5 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Job Title: Private Wealth Senior Counsel Job Responsibilities: -... Design and implement sophisticated estate plans. - Assist individual and business clients with wealth management, asset protection, and gift and estate tax issues. - Deliver high-quality, personalized service with strong attention to detail. - Work primarily...

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Posted On Sep 09, 26
Full-time 4 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

Job Title: Private Wealth Associate Job Responsibilities: - Engage... in sophisticated estate planning and drafting to meet the needs of clients. - Administer trusts and estates effectively, ensuring compliance with legal standards. - Handle matters related to estate and gift tax, providing expert advice...

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Posted On Aug 17, 26
Full-time 7 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: Midlevel Corporate M&A Associate Job Responsibilities: - Draft, review, and negotiate merger agreements, stock purchase agreements, asset purchase agreements, letters of intent, and related documents. - Manage and close M&A and related transactions, assuming meaningful responsibility. - Conduct legal due diligence for transactions. -...

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Posted On Sep 09, 26
Full-time 11 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity
Job Tags:
Capital Markets M&A private equity Securities Venture Capital
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity
Job Tags:
Capital Markets M&A private equity Securities Venture Capital

Title: Funds Associate Job Responsibilities: - Advise investment funds during all stages of their lifecycle. - Provide guidance to investors in such funds. - Work primarily with attorneys in the Financial Services & Capital Markets strategic business unit. - Demonstrate exceptional judgment in handling legal...

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Posted On Sep 12, 26
Full-time 11 views Experience : 3-6 yrs required
Practice Area:
Corporate - M&A Corporate - Securities and Capital Markets Corporate - Private Equity Corporate - General
Job Tags:
Capital Markets Joint Ventures Mergers and Acquisitions private equity
Practice Area:
Corporate - M&A Corporate - Securities and Capital Markets Corporate - Private Equity Corporate - General
Job Tags:
Capital Markets Joint Ventures Mergers and Acquisitions private equity

Title: Corporate Associate Job Responsibilities: The Corporate Associate will be responsible for advising clients on a variety of complex domestic and cross-border transactions. This includes mergers and acquisitions, strategic investments, joint ventures, capital markets transactions, and general corporate matters. The role requires...

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Posted On Aug 10, 26
Full-time 7 views Experience : 4-7 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
family Mergers and Acquisitions Practice of Law private equity
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
family Mergers and Acquisitions Practice of Law private equity

mergers and acquisitions and private equity transactions. - Lead workstreams... and negotiate transaction documents. - Manage diligence and overall deal execution. - Collaborate directly with partners and gain client exposure. - Represent founders, owners,... private equity firms, family offices,... and independent sponsors across var...

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Posted On Aug 08, 26
Full-time 21 views Experience : 1-8 yrs required
Practice Area:
Corporate - Private Equity Divorce Law Adoption Law Asylum Family Immigration Business Immigration Family Law - General Immigration - General Litigation
Practice Area:
Corporate - Private Equity Divorce Law Adoption Law Asylum Family Immigration Business Immigration Family Law - General Immigration - General Litigation

Title: Corporate/Litigation AttorneyJob Overview:A respected law firm based in Nashville, TN is seeking a dynamic and versatile Associate Attorney to support practice encompassing corporate, litigation, immigration, M&A, and family law matters. This role involves hands-on legal research, courtroom appearances, drafting, negotiations,...

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