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Private Client Jobs in Lake Mary

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United States
Posted On Sep 25, 26
Full-time 3 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: As a Tax Senior, you will be responsible for the following tasks: - Preparing and reviewing complex federal, state, and local individual tax returns and related workpapers. - Supporting...

Posted On Sep 25, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer

Title Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities As a Tax Manager within the Individual Tax Services - High Net Worth group at the company, the primary duties include: - Serving as a trusted advisor and primary...

Posted On Sep 25, 26
Full-time 2 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...

Posted On Jul 17, 26
Full-time 33 views Experience : 1-4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance Software Taxation trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance Software Taxation trusts

Title: Associate Attorney: High Net Worth Estate Planning & Tax Job Responsibilities: - Work directly with clients to design and implement customized estate, tax, and wealth-transfer plans for high net worth individuals and families. - Draft and review estate planning documents, including revocable...

Posted On Jul 20, 26
Full-time 8 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning trusts

Planning Associate Job Description A law firm is seeking an estate planning attorney with 3 to 5 years of experience to join its High Net Worth Planning group. The candidate should possess an . in Tax and demonstrate strong experience in drafting...

Posted On Sep 21, 26
Full-time 11 views Experience : Max 5 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates family Genetics gift tax Harassment Litigation power of attorney Taxation trusts Wills
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates family Genetics gift tax Harassment Litigation power of attorney Taxation trusts Wills

Planning Associate Attorney Job Title: Estate Planning Associate Attorney Job Responsibilities: - Meet with clients to discuss estate planning needs, understand their goals, and provide legal advice. Maintain clear and regular communication with clients, keeping them informed about the progress of their estate planning...

Posted On Sep 10, 26
Full-time 3 views Experience : 4-6 yrs required
Practice Area:
Real Estate - General Real Estate - Finance Estate & Tax Planning Trusts and Estates - General
Job Tags:
acquisitions agreements commercial real estate due diligence easements Estate Planning estates family Land Use lease partnerships private client Probate purchase and sale agreements Taxation title trusts wealth transfer zoning
Practice Area:
Real Estate - General Real Estate - Finance Estate & Tax Planning Trusts and Estates - General
Job Tags:
acquisitions agreements commercial real estate due diligence easements Estate Planning estates family Land Use lease partnerships private client Probate purchase and sale agreements Taxation title trusts wealth transfer zoning

Title Real Estate / Private Client / Estate Planning... tax-efficient structuring. - Advise private clients, family offices, and... trusts on residential and commercial real estate acquisitions, dispositions, and financings. - Structure and negotiate real estate transactions involving estate planning vehicles...

Posted On Sep 10, 26
Full-time 5 views Experience : 5-5 yrs required
Job Tags:
company policies criminal family Insurance
Job Tags:
company policies criminal family Insurance

Business Tax Services - Private Clients Job Responsibilities: -... in growing the company's private client tax practice, which... focuses on ultra-high net worth individuals, trusts, and estate clients. - Review and provide analyses of complex individual income tax, gift, estate,...

Posted On Jul 23, 26
Full-time 2 views Experience : Min 12 yrs required
Practice Area:
Corporate - M&A Corporate - Contract Law Corporate - Compliance Corporate - Private Equity Employment Law - Management (Compliance & Counseling) Employment Law - General Employment Law - Litigation Employer Defense Real Estate - General Real Estate - Leasing Corporate - General
Job Tags:
acquisitions agreements Commercial Contracts contracts corporate governance divestitures due diligence easements Employment Law Insurance Land Use leasing licensing Litigation M&A Partnership private equity Restrictive Covenants title wage and hour zoning
Practice Area:
Corporate - M&A Corporate - Contract Law Corporate - Compliance Corporate - Private Equity Employment Law - Management (Compliance & Counseling) Employment Law - General Employment Law - Litigation Employer Defense Real Estate - General Real Estate - Leasing Corporate - General
Job Tags:
acquisitions agreements Commercial Contracts contracts corporate governance divestitures due diligence easements Employment Law Insurance Land Use leasing licensing Litigation M&A Partnership private equity Restrictive Covenants title wage and hour zoning

Title General Counsel Job Responsibilities - Legal Program Development: Develop and implement a comprehensive legal program, including policies, processes, training, and compliance frameworks to support the organization. - Risk Assessment & Enterprise Risk Management: Identify and manage legal and regulatory risks,...

Posted On Sep 06, 26
Full-time Experience : 4-8 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions Affirmative Action Business Law divestitures equity Insurance Joint Ventures M&A mergers Mergers and Acquisitions private equity
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions Affirmative Action Business Law divestitures equity Insurance Joint Ventures M&A mergers Mergers and Acquisitions private equity

Title: Mid-Level M&A Associate Job Responsibilities: The Mid-Level M&A Associate at the law firm is responsible for representing clients in complex corporate mergers and acquisitions (M&A) transactions. These responsibilities encompass a range of strategic transactions, including acquisitions, divestitures, mergers, joint ventures, and...

Posted On Sep 14, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions agreements International Law M&A portfolio companies portfolio company private equity Securities
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions agreements International Law M&A portfolio companies portfolio company private equity Securities

and Securities Practice at the law firm. The primary responsibilities include: - Engaging in M&A and private equity transactions with a... focus on acquisition agreements and related documentation. - Drafting and negotiating complex legal documents associated with M&A and private equity transa...

Posted On Sep 23, 26
Full-time 1 views Experience : 5-7 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions agreements International Law M&A portfolio companies portfolio company private equity Securities
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions agreements International Law M&A portfolio companies portfolio company private equity Securities

responsible for participating in and managing various aspects of M&A and private equity transactions. The key... responsibilities include: - Possessing a strong working knowledge of acquisition agreements and the full suite of documentation used in M&A and private equity transactions. - Drafti...

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 6 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 results... from both the existing client base and new client... acquisition. - Advise clients on... their overall...

Posted On Sep 07, 26
Full-time 1 views Experience : 6-10 yrs required
Job Tags:
ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills
Job Tags:
ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills

Job Title: Private Wealth Services Tax Manager... Job Responsibilities: As the Private Wealth Services Tax Manager,... closely held business, and family business clients. The candidate will collaborate with the Private Wealth Services Tax team... and make recommendations on return pre...

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 Aug 24, 26
Full-time 1 views Experience : 2-15 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General

Orlando, FL. This role focuses on . and cross-border mergers and acquisitions, emphasizing private equity-driven transactions. The position... offers the opportunity to work on sophisticated, high-profile matters as part of a collaborative national clients in complex corporate M&A tran...

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