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Private Client Jobs in Matteson

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United States
Posted On Sep 29, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Tax - Federal Tax - State & Local Tax - General Tax - Private Client Services
Job Tags:
equity estates Government marketing Software Taxation
Practice Area:
Tax - Federal Tax - State & Local Tax - General Tax - Private Client Services
Job Tags:
equity estates Government marketing Software Taxation

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador by representing TurboTax locally, engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. - Lead local events with TurboTax support, participate in...

Posted On Sep 15, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts

Job Title: Private Client Services Associate Attorney... Midlevel Job Responsibilities: The Private Client Services Associate Attorney... within the law firm's Private Client Services Group. The... team specializes in providing sophisticated estate and tax planning services. Responsibilities include: - Assisting individuals...

Posted On Sep 08, 26
Full-time 3 views Experience : 1-4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal equity Estate and Trust Estate Planning estates family trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal equity Estate and Trust Estate Planning estates family trusts Wills

Job Title: Private Clients, Trusts & Estates... Associate Job Responsibilities: The Private Clients, Trusts & Estates... Associate will be responsible for various tasks and duties within the law firm’s Private Clients, Trusts & Estates... group. The primary responsibilities include: - Drafting, implementing, and...

Posted On Sep 03, 26
Full-time 11 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer
Practice Area:
Estate & Tax Planning
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer

Litigation Associate (5+ years); Private Client practice Job Responsibilities: The Fiduciary... of the law firm's Private Client Group within the... tax team. The primary responsibilities include: - Assisting with fiduciary litigation cases. - Creating, drafting, and implementing sophisticated wealth transfer plans for high-net-worth individuals. -...

Posted On Aug 15, 26
Full-time 10 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
fiduciary private client trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
fiduciary private client trusts

Job Title: Attorney - Private Client Practice Group Job Responsibilities: -... Advise high net worth and ultra-high net worth clients on advanced estate, gift, and GST tax planning. - Implement lifetime gifting strategies and manage sales to grantor and non-grantor trusts. - Engage in...

Posted On Aug 21, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal equity Estate Planning estates family fiduciary second chair trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal equity Estate Planning estates family fiduciary second chair trusts

Job Title: Private Clients, Trusts & Estates... requiring experienced assistance. The responsibilities include: - Second chairing very large matters and independently managing other cases. - Engaging in ongoing and extensive work on significant multi-line and multi-generational client matters. - Adv...

Posted On Aug 27, 26
Full-time Experience : Min 9 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary Insurance private client trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary Insurance private client trusts wealth transfer

Job Title: Private Client Counsel Job Responsibilities:... - Advise high and ultra-high net worth individuals, families, family offices, and closely held businesses on complex estate, gift, generation-skipping transfer, and fiduciary income tax matters. - Engage in sophisticated wealth transfer planning....

Posted On Sep 02, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer

Title: Mid- to Senior Level Attorney - Fiduciary Litigation and Estate Planning Job Responsibilities: The position involves a mix of fiduciary litigation, estate planning, and trust administration. Key responsibilities include: - Assisting with fiduciary litigation cases. - Creating, drafting, and implementing...

Posted On Sep 24, 26
Full-time 16 views Experience : Min 6 yrs required
Practice Area:
Tax - M&A and Transactions Tax - Private Client Services Tax-General Practice (Transaction)
Job Tags:
acquisitions Asset Protection equity Estate Planning estate tax family Insurance M&A matrimonial Partnership private client stage trusts wealth transfer
Practice Area:
Tax - M&A and Transactions Tax - Private Client Services Tax-General Practice (Transaction)
Job Tags:
acquisitions Asset Protection equity Estate Planning estate tax family Insurance M&A matrimonial Partnership private client stage trusts wealth transfer

entity classification, allocations, basis, and distribution planning. - Advise on estate planning strategies involving life insurance and split-dollar arrangements. - Structure M&A transactions with a focus on tax efficiency and client goals. - Execute and... advise on §1031 like-kind e...

Posted On Aug 05, 26
Full-time 93 views
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estate tax executor family finance Insurance Medicine Probate Profit Sharing Taxation wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estate tax executor family finance Insurance Medicine Probate Profit Sharing Taxation wealth transfer

advice to high-net worth individuals and families. Develop and maintain strong relationships with current clients and cultivate new client relationships. Serve as... a business advisor to clients, guiding them through a full range of financial, business and...

Posted On Jul 28, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
brokers Estate and Trust Estate Planning estate tax estates fiduciary Financial Institutions gift tax Insurance private client Probate Profit Sharing Transportation trusts
Practice Area:
Estate & Tax Planning
Job Tags:
brokers Estate and Trust Estate Planning estate tax estates fiduciary Financial Institutions gift tax Insurance private client Probate Profit Sharing Transportation trusts

Job Title: Paralegal - Private Client Job Responsibilities: The Private Client... involves supporting a respected Private Client practice under the... supervision of the Senior Manager of Practice Support Operations. The role requires working directly with licensed attorneys and clients on matters involving...

Posted On Sep 28, 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

Title: Tax Senior Manager, Private Client Services Job Responsibilities: - Manage... engagements, identifying and addressing client needs, tax planning, and... consulting opportunities. - Serve as the primary client contact for preparation and... presentation of issues and resolutions. - Review complex individual, trust, estate, S-Corp,...

Posted On Sep 14, 26
Full-time 4 views Experience : 12-18 yrs required
Job Tags:
asset management banking credit facilities mortgage loans private client shareholders
Job Tags:
asset management banking credit facilities mortgage loans private client shareholders

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

Posted On Sep 14, 26
Full-time 5 views Experience : 8-8 yrs required
Job Tags:
criminal directors estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal directors estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Title: Tax Director - Private Client Services Job Responsibilities: As a... member of the Private Client Services practice, the... and collaborating with multiple client service teams to manage... engagements for a diverse range of clients. These clients may include some of the...

Posted On Sep 28, 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 Experienced Senior, Private Client Services Job Responsibilities: A Tax... Experienced Senior in Private Client Services is tasked... responsibilities include participating in tax and consulting engagements, identifying and addressing client needs, and exploring tax... planning and consulting opportunities. The role in...

Associate Attorney

Recruiter • **Members Only** Merrillville, IN

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Posted On Aug 16, 26
Full-time 5 views Experience : 1-8 yrs required
Practice Area:
General Practice - Transactional & Litigation Litigation - Commercial
Practice Area:
General Practice - Transactional & Litigation Litigation - Commercial

OverviewA law firm seeks an Associate Attorney in Merrillville, IN. This role supports the firm by performing various duties under supervision, adhering to established protocols. The position offers remote work eligibility for candidates residing in and analyze legal matters...

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