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Private Client Jobs in New Albany

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United States
Posted On Jul 31, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates fiduciary Litigation Probate Taxation trusts wealth transfer Wills
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates fiduciary Litigation Probate Taxation trusts wealth transfer Wills

Title: Estate Planning, Probate & Tax Attorney Job Responsibilities: - Draft sophisticated estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related planning instruments. - Advise clients on estate, gift, and generation-skipping transfer tax planning strategies. - Counsel business owners regarding...

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Posted On Aug 26, 26
Full-time 7 views Experience : Min 5 yrs required
Practice Area:
Tax-General Practice (Transaction) Tax - M&A and Transactions Tax - Private Client Services Tax - General
Job Tags:
Estate Planning Taxation
Practice Area:
Tax-General Practice (Transaction) Tax - M&A and Transactions Tax - Private Client Services Tax - General
Job Tags:
Estate Planning Taxation

Title: Tax Attorney Job Responsibilities: The Tax Attorney will join the Corporate, Tax & Transactional Service Line at the law firm, engaging in sophisticated and challenging tax work for clients across the nation. The primary responsibilities include: - Structuring business entities and real...

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Posted On Sep 22, 26
Full-time 1 views Experience : 5-6 yrs required
Practice Area:
Tax - Private Client Services Tax - International Tax - General
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer
Practice Area:
Tax - Private Client Services Tax - International Tax - General
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 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

Job Title: Tax Manager, Private Client Services Job Responsibilities: A... Tax Manager in the Private Client Services division is... responsible for utilizing their educational background and professional experience, along with their communication, time management, leadership, technical, business development, and people skills...

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Posted On Sep 15, 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: A Tax... Senior Manager in the Private Client Services (PCS) at... engagements, identifying and addressing client needs, tax planning, and... consulting opportunities. The manager acts as the p...

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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

Job Title: Tax Senior, Private Client Services Job Responsibilities: A... Tax Senior in Private Client Services is responsible... Participating in tax and consulting engagements, enhancing skills in identifying and addressing client needs. - Collaborating with clients... and their advisors to gather inf...

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Posted On Sep 28, 26
Full-time 1 views 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:... to identify and address client needs, tax planning, and... consulting opportunities. - Provide executive presence and serve as the primary client contact for preparation and... presentation of issues and resolution to...

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Posted On Sep 11, 26
Full-time 30 views Experience : 2-5 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions finance mergers private equity
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions finance mergers private equity

Title: Corporate Associate Experience: 2-5 years Salary: Not mentioned in the job posting Law Firm: **Members Only,** Department: Corporate & Finance Location: Cincinnati, Columbus, or Cleveland, Ohio H1: Join Our Highly Regarded Corporate & Finance Practice H2: Corporate Associate...

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Posted On Sep 11, 26
Full-time 5 views Experience : 3-6 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Corporate - Contract Law Corporate - General
Job Tags:
Capital Markets Commercial Contracts corporate transactions due diligence growth equity Joint Ventures M&A Partnership
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Corporate - Contract Law Corporate - General
Job Tags:
Capital Markets Commercial Contracts corporate transactions due diligence growth equity Joint Ventures M&A Partnership

handling a broad range of corporate matters, including but not limited to public and private mergers and acquisitions (M&A),... private equity transactions, joint ventures,... growth equity financings, and general corporate and commercial work. The associate will work with in-house lega...

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Posted On Aug 20, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Corporate - Private Equity Corporate - M&A Corporate - General
Job Tags:
family leveraged buyouts M&A private equity
Practice Area:
Corporate - Private Equity Corporate - M&A Corporate - General
Job Tags:
family leveraged buyouts M&A private equity

Job Title: Private Equity Associate (Jr/Mid-Level) Job... will work with middle-market private equity funds, independent sponsors,... and family offices in leveraged buyouts. They will also work with family-owned businesses and entrepreneurs in connection with sell-side M&A transactions. The role requires...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

Tax Senior - Private Wealth Duties: The candidate... support the preparation of tax returns, and help prepare for client meetings tied to compliance... and consulting projects. Contribute to tax planning opportunities and help clients understand the implications of important transactions....

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Posted On Sep 29, 26
Full-time
Practice Area:
Corporate - M&A Corporate - General Corporate - Private Equity
Job Tags:
corporate transactions Insurance M&A Partnership partnerships private equity
Practice Area:
Corporate - M&A Corporate - General Corporate - Private Equity
Job Tags:
corporate transactions Insurance M&A Partnership partnerships private equity

Attorney will join the Private Equity Practice Group at... corporate transactions. The attorney will represent clients on both buy-side and sell-side matters, providing comprehensive legal solutions. The role involves working with a diverse client base, including Fortune 500... companies, global...

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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...

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Posted On Sep 14, 26
Full-time 30 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

addition, . Morgan offers a comprehensive benefits package, including health, retirement and wellness programs, as well as a generous paid time off policy. SEO Friendly Job Title: Executive Director or Vice President - Private Banker - . Private... Ba...

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Posted On Sep 14, 26
Full-time 26 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... assets, both from existing client base and new client... acquisition. - Advise clients on... their...

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Posted On Sep 25, 26
Full-time 1 views 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 25, 26
Full-time 1 views 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 22, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Business Tax Services - Private Tax - Wealth Tax... Responsibilities: As a Manager in Private Tax at the company,... you will be responsible for delivering bespoke wealth advisory services to high-net-worth individuals and their enterprises. Your key responsibilities will include: - Leading...

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Corporate Associate

Recruiter • **Members Only** Columbus, OH

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Posted On Aug 17, 26
Full-time 20 views Experience : 1-10 yrs required
Practice Area:
Corporate - Private Equity Corporate - M&A
Practice Area:
Corporate - Private Equity Corporate - M&A

the firm’s Ohio offices. The role offers the chance to work on high-profile, complex transactions in a collaborative and fast-paced legal environment. The ideal candidate will have experience in both private equity and strategic mergers... and acquisitions and will...

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