Private Client Jobs in Orlando

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United States
Full-time 33 views Experience : 1-4 yrs required

Title: Associate Attorney: High Net Worth Estate Planning & Tax Job Responsibilities: - Work directly with clients to design and implement customized estate, tax, and wealth-transfer plans for high net worth individuals and families. - Draft and review estate planning documents, including revocable...

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Full-time 8 views Experience : 3-5 yrs required

Planning Associate Job Description A law firm is seeking an estate planning attorney with 3 to 5 years of experience to join its High Net Worth Planning group. The candidate should possess an . in Tax and demonstrate strong experience in drafting...

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Full-time 11 views Experience : Max 5 yrs required

Planning Associate Attorney Job Title: Estate Planning Associate Attorney Job Responsibilities: - Meet with clients to discuss estate planning needs, understand their goals, and provide legal advice. Maintain clear and regular communication with clients, keeping them informed about the progress of their estate planning...

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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 vehicles...

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Posted On Sep 10, 26
Full-time 4 views Experience : 5-5 yrs required

Business Tax Services - Private Clients Job Responsibilities: -... in growing the company's private client tax practice, which... focuses on ultra-high net worth individuals, trusts, and estate clients. - Review and provide analyses of complex individual income tax, gift, estate,...

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Full-time 1 views Experience : Min 12 yrs required

Title General Counsel Job Responsibilities - Legal Program Development: Develop and implement a comprehensive legal program, including policies, processes, training, and compliance frameworks to support the organization. - Risk Assessment & Enterprise Risk Management: Identify and manage legal and regulatory risks,...

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Full-time Experience : 4-8 yrs required

Title: Mid-Level M&A Associate Job Responsibilities: The Mid-Level M&A Associate at the law firm is responsible for representing clients in complex corporate mergers and acquisitions (M&A) transactions. These responsibilities encompass a range of strategic transactions, including acquisitions, divestitures, mergers, joint ventures, and...

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Full-time Experience : 2-5 yrs required

and Securities Practice at the law firm. The primary responsibilities include: - Engaging in M&A and private equity transactions with a... focus on acquisition agreements and related documentation. - Drafting and negotiating complex legal documents associated with M&A and private equity transa...

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

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Posted On Sep 07, 26
Full-time 6 views Experience : Min 6 yrs required

Job Title . Private Bank - Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business results... from both the existing client base and new client... acquisition. - Advise clients on... their overall...

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Posted On Sep 07, 26
Full-time Experience : 6-10 yrs required

Job Title: Private Wealth Services Tax Manager... Job Responsibilities: As the Private Wealth Services Tax Manager,... closely held business, and family business clients. The candidate will collaborate with the Private Wealth Services Tax team... and make recommendations on return pre...

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

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Full-time 1 views

Adults Unit Job Responsibilities: - Determine client eligibility for legal services... in accordance with program policies and procedures. - Provide legal services to eligible older adult clients, including advice, brief services, and full representation in civil legal matters. - Conduct legal research and draft...

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Full-time 18 views Experience : Min 10 yrs required

laws and regulations. Provide guidance on the tax aspects of various matters including M&A, financing, private equity structures, capital markets... transactions, and other business reorganizations. Negotiate and draft transactional documentation and agreements as well as prepare and issue tax opinio...

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Full-time 4 views Experience : 4-7 yrs required

Title: Associate - Tax Credit Job Responsibilities: The Associate - Tax Credit will be an integral part of the law firm's Energy Credit practice, which falls under the firm's nationally recognized Community Development team. The primary responsibilities include advising developers, investors, lenders,...

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Full-time 2 views

clients on a wide range of tax-related matters, particularly focusing on mergers and acquisitions (M&A) transactions, corporate and partnership taxation, transaction structuring, reorganizations, and tax diligence. Key responsibilities include: - Counseling private equity sponsors, strategic buyers,... founders, and closely held b...

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Posted On Aug 24, 26
Full-time Experience : 2-15 yrs required

Orlando, FL. This role focuses on . and cross-border mergers and acquisitions, emphasizing private equity-driven transactions. The position... offers the opportunity to work on sophisticated, high-profile matters as part of a collaborative national clients in complex corporate M&A tran...

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