Private Client Jobs in Lakewood

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United States
Full-time 3 views Experience : 4-6 yrs required

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 vehicle...

Posted On Sep 14, 26
Full-time 2 views Experience : 12-18 yrs required

Job Title: Private Client Advisor II Job Responsibilities: The... Private Client Advisor II is... acquiring new clients, deepening client relationships, and building upon... responsibilities include: - Leading the Client Management Process and partnering... to provide a Branded Client Experience, including access to... the full array of Private Bank and the bank's......

Full-time 6 views Experience : Min 5 yrs required

responsible for ensuring the timely execution of engagements and exceeding client expectations. This role supports... the overall delivery of the national TAS strategy. The M&A Tax practice services encompass deal structuring, due diligence, post-deal integration, tax attribute management, and opini...

Full-time 3 views Experience : 4-8 yrs required

acquisitions (M&A) transactions, including acquisitions, divestitures, mergers, joint ventures, and related strategic transactions. The responsibilities include: - Advising publicly and privately held middle market and upper middle market companies, private equity sponsors, and other... investors on a broad range o...

Full-time 1 views Experience : 2-5 yrs required

firm include: - Engaging in corporate mergers and acquisitions (M&A) and private equity transactions. - Demonstrating a... strong working knowledge of acquisition agreements and the comprehensive suite of documentation utilized in M&A and private equity transactions. - Proficiency in... drafting and...

Full-time 1 views Experience : 5-7 yrs required

work within the Corporate M&A and Securities Practice. The candidate will work on complex M&A and private equity transactions, providing legal... expertise and guidance in drafting, negotiating, and finalizing acquisition agreements and related documentation. The associate will support private equ...

Posted On Sep 14, 26
Full-time 27 views Experience : Min 6 yrs required

wellness benefits, retirement plans, and professional development opportunities. Job Title: Executive Director - Private Banker Experience: ... - Six plus years of work experience in Private Banking or Financial Services... - Proven sales success and strong busi...

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...

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

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......

Full-time 7 views Experience : 3-20 yrs required

litigation with a focus on insurance coverage, general and professional liability defense, employment, and construction defect practices. - Collaborate with highly-experienced and successful lead attorneys to develop litigation skills. - Work with leading domestic and international insurance carriers and large private cli...

Full-time 1 views Experience : Min 4 yrs required

Title: Corporate Associate – Energy, Environmental & Projects Job Responsibilities: The Corporate Associate in the Energy, Environmental & Projects team at the law firm is responsible for providing clients with a wide array of skills and experience, market knowledge, regulatory understanding, and...

Full-time 2 views Experience : Min 3 yrs required

Title Family Law Attorney - Veteran Services Unit Job Responsibilities The Family Law Attorney for the Veteran Services Unit at the organization will be responsible for providing legal services and representation to veterans and active-duty service members in Northeast Florida. This full-time role...

Posted On Aug 17, 26
Full-time 47 views Experience : 2-8 yrs required

corporate law, particularly in private company mergers and acquisitions,... general corporate matters, and private equity. Experience with corporate... governance and an understanding of tax issues impacting transaction structures would be advantageous, though not r...

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