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Private Client Jobs in Neptune Beach

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United States
Posted On Aug 27, 26
Full-time 24 views Experience : Min 7 yrs required
Job Tags:
banking Partnership private client shareholders wealth transfer
Job Tags:
banking Partnership private client shareholders wealth transfer

Private Client Manager II Apply... locations Ponte Vedra Beach time type Full time posted on Posted 30+ Days Ago job requisition id 24007262 Job Description: At Bank of America, we...

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Posted On Sep 10, 26
Full-time 3 views Experience : 4-6 yrs required
Practice Area:
Real Estate - General Real Estate - Finance Real Estate - Purchase and Sale (Commercial) Real Estate - Residential Transactions Real Estate - Tax Litigation - Real Estate - Plaintiffs Estate & Tax Planning Probate Tax - General 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 Real Estate - Purchase and Sale (Commercial) Real Estate - Residential Transactions Real Estate - Tax Litigation - Real Estate - Plaintiffs Estate & Tax Planning Probate Tax - General 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 vehicle...

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Posted On Jun 17, 26
Full-time 11 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - Exempt Organization Trusts and Estates - General Tax - General
Job Tags:
Asset Protection entity formation Estate and Trust Estate Planning family fiduciary gift tax Insurance private client Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - Exempt Organization Trusts and Estates - General Tax - General
Job Tags:
Asset Protection entity formation Estate and Trust Estate Planning family fiduciary gift tax Insurance private client Probate Taxation trusts wealth transfer Wills

Title: Associate Attorney, Estate Planning, Tax, and Probate Job Responsibilities: - Serve as a trusted advisor to clients in estate planning, probate, trust administration, and related planning matters. - Draft, revise, and finalize various estate planning documents, including wills, revocable trusts, irrevocable trusts,...

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Posted On Aug 27, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Tax - M&A and Transactions Tax - Federal Corporate - M&A Corporate - Private Equity Tax - General Corporate - General
Job Tags:
agreements due diligence finance M&A private equity restructuring Software special projects
Practice Area:
Tax - M&A and Transactions Tax - Federal Corporate - M&A Corporate - Private Equity Tax - General Corporate - General
Job Tags:
agreements due diligence finance M&A private equity restructuring Software special projects

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...

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Posted On Sep 06, 26
Full-time 2 views 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

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...

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Posted On Sep 09, 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

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...

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Posted On Sep 07, 26
Full-time 27 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

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...

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Posted On Sep 03, 26
Full-time 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...

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Posted On Aug 26, 26
Full-time 4 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B renewals
Job Tags:
Code of Conduct family finance H-1B renewals

Title: Tax Manager - Private Companies Job Responsibilities: - Supervise, develop,... high-quality tax services. - Manage client service accounts and engagement... top-quality outcomes and meet client expectations. - Adopt a practical... and holistic approach to address the unique needs of private companies and thei...

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Posted On Aug 26, 26
Full-time 7 views Experience : Min 6 yrs required
Job Tags:
equity Ethics family finance H-1B stage wealth management
Job Tags:
equity Ethics family finance H-1B stage wealth management

Tax Senior Manager - Private Companies The candidate will... the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time...

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Posted On Sep 11, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

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...

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Posted On Sep 03, 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......

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Posted On Sep 10, 26
Full-time 7 views Experience : 3-20 yrs required
Practice Area:
Employment Law - Litigation Employer Defense Insurance Coverage Insurance Defense - General Litigation - Construction Defect (Defense) Personal Injury Defense
Job Tags:
construction defect Insurance insurance coverage Litigation professional liability defense
Practice Area:
Employment Law - Litigation Employer Defense Insurance Coverage Insurance Defense - General Litigation - Construction Defect (Defense) Personal Injury Defense
Job Tags:
construction defect Insurance insurance coverage Litigation professional liability defense

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...

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Posted On Sep 04, 26
Full-time 9 views
Practice Area:
Other
Practice Area:
Other

Kane, PLLC Ponte Vedra Beach, Florida | Full-Time | In-Office  $120,000 to $150,000 | No Billable Hour Requirement | No Origination Requirement | Boutique High-Net-Worth Practice Join a sophisticated estate planning, tax, and private client practice built on... established relationships, high-level legal work,...

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Posted On Jul 29, 26
Full-time 47 views Experience : 2-8 yrs required
Practice Area:
Corporate - Private Equity Corporate - M&A
Practice Area:
Corporate - Private Equity Corporate - M&A

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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