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Private Client Jobs in Madison

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United States
Posted On Aug 20, 26
Full-time 2 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

Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax... Senior Manager within the Private Client Services (PCS) at... include managing tax and consulting engagements, identifying and addressing client needs, and exploring tax... planning and consulting opportunities. The role requires...

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Posted On Aug 20, 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:... Tax Manager in the Private Client Services division is... to identify and address client needs, tax planning, and... consulting opportunities. - Collaborating directly with clients...

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Posted On Aug 20, 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: - Participate... in identifying and addressing client needs. - Work with clients... and their advisors to gather necessary information for tax return preparation. - Prepare complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax...

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Posted On Aug 20, 26
Full-time 2 views Experience : Min 3 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 Experienced Senior, Private Client Services Job Responsibilities:... in identifying and addressing client needs, tax planning, and... consulting opportunities. - Work directly with clients and their advisors to gather information needed to prepare tax returns. - Develop an understanding of complex...

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Posted On Aug 20, 26
Full-time 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) at... the company is tasked with utilizing their educational background and professional experience, along with skills in communication, time management, leadership, technical expertise,...

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Posted On Sep 09, 26
Full-time 6 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 various aspects of wealth management. - Address asset protection and gift and estate tax issues. - Collaborate primarily with attorneys within the Financial...

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Posted On Sep 09, 26
Full-time 6 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: The Private... Wealth Associate will engage... in sophisticated estate planning and drafting, trust and estate administration, estate and gift tax, and charitable planning. The successful candidate will be required to work with attorneys across various...

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Posted On Sep 09, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Finance - General Corporate - General
Job Tags:
Capital Markets M&A private equity Securities Venture Capital
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Finance - General Corporate - General
Job Tags:
Capital Markets M&A private equity Securities Venture Capital

investors in such funds. The role involves working primarily with attorneys in the Financial Services & Capital Markets department. Specific responsibilities include: - Providing legal advice on private equity, private credit, and... venture capital funds. - Handling multiple projects effectively under press...

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Posted On Aug 26, 26
Full-time 3 views Experience : 5-7 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions Insurance M&A Medicare mergers private equity social security Transportation
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions Insurance M&A Medicare mergers private equity social security Transportation

a particular focus on private equity transactions. The role... involves working collaboratively within a team-oriented environment as part of a national private equity M&A practice. The... associate will need to apply their legal knowledge and skills to advise clients, draft...

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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

divestitures, mergers, joint ventures, and related strategic transactions. - Focus on . and cross-border mergers and acquisitions with a significant emphasis on private equity-driven transactions. - Engage in... strong drafting, negotiation, and communication throughout the transaction lifecycle. - Manage multiple workstreams and interac...

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Posted On Sep 05, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - M&A and Transactions Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - M&A and Transactions Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts

§501(c) status and ongoing compliance. - Provide guidance on IRS filings, including Form 1023 and Form 990. - Counsel on unrelated business taxable income (UBTI), private foundation rules, and intermediate... sanctions. - Advise on governance and regulatory requirements. Transactional & General Tax Matters: - Sup...

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Posted On Sep 11, 26
Full-time 22 views Experience : 3-5 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance
Job Tags:
Deferred Compensation employee benefits Equal Pay Act ERISA litigation family Insurance LLC M&A Qualified Retirement Plans spectrum trusts
Practice Area:
ERISA/Executive Compensation Transactions & Compliance
Job Tags:
Deferred Compensation employee benefits Equal Pay Act ERISA litigation family Insurance LLC M&A Qualified Retirement Plans spectrum trusts

Title: Mid-level Benefits Associate Job Responsibilities: The Mid-level Benefits Associate will join the Employee Benefits and Executive Compensation group at the law firm. The associate will be responsible for handling a broad array of benefits and compensation issues, including: - Working with qualified...

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Posted On Sep 09, 26
Full-time 10 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management
Job Tags:
Capital Markets M&A private equity Securities Venture Capital
Practice Area:
Corporate - Asset/Investment Management
Job Tags:
Capital Markets M&A private equity Securities Venture Capital

Title: Funds Associate Job Responsibilities: - Advise investment funds at all stages of their lifecycle, including formation, operation, and dissolution. - Provide legal counsel to investors in investment funds, ensuring compliance with relevant regulations and strategies for maximizing returns. - Work closely with attorneys...

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Posted On Aug 26, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
General Practice - Transactional & Litigation Litigation - Commercial Litigation - General (consumer)
Job Tags:
due diligence Insurance Litigation Medicare social security Transportation trials
Practice Area:
General Practice - Transactional & Litigation Litigation - Commercial Litigation - General (consumer)
Job Tags:
due diligence Insurance Litigation Medicare social security Transportation trials

Title: Business Litigation Associate (5+ Years Experience) Job Responsibilities: The Business Litigation Associate will join the Madison, WI office to assist with various litigation tasks. The responsibilities include conducting legal research, engaging in motion practice, preparing and submitting briefings, performing due diligence,...

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Posted On Sep 06, 26
Full-time 2 views Experience : 4-8 yrs required
Practice Area:
Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
acquisitions Affirmative Action Business Law equity Insurance M&A private equity Securities
Practice Area:
Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
acquisitions Affirmative Action Business Law equity Insurance M&A private equity Securities

and privately held middle market and upper middle market companies, as well as private equity firms. - Focus primarily... on . and cross-border M&A transactions, acting as a deal runner who can lead transactions day-to-day with limited supervision. - Drive timelines, c...

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Posted On Aug 24, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - Contract Law Corporate - General
Job Tags:
agreements asset management banking brokers Capital Markets Commercial Contracts contracts Cybersecurity Ethics finance Financial Institutions Government investment management lending pension public law Securities special projects title
Practice Area:
Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - Contract Law Corporate - General
Job Tags:
agreements asset management banking brokers Capital Markets Commercial Contracts contracts Cybersecurity Ethics finance Financial Institutions Government investment management lending pension public law Securities special projects title

Senior Legal Counsel Job Responsibilities The Senior Legal Counsel at the organization will join a highly collaborative and experienced in-house legal team. This team specializes in asset management and operates at the intersection of public service and sophisticated global financial markets. The...

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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

on . and cross-border mergers and acquisitions, with an emphasis on private equity-driven transactions. The position... offers the opportunity to work on sophisticated matters as part of a collaborative national clients in complex corporate M&A transactions, including acquisitions, divestit...

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