Private Client Jobs in Red Bank

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United States
Full-time 74 views Experience : Min 5 yrs required

is Seeking Tax Attorney Partner **Members Only,** is a full-service law firm with over 50 experienced attorneys. The firm is seeking a New Jersey and/or New York Tax Attorney to join the firm as a Partner. This role will be...

Full-time 148 views Experience : Min 5 yrs required

immediate opportunity for a highly qualified individual. ## Qualifications In order to be considered for the role, applicants must have: * 5+ years of experience in general corporate/securities matters, including drafting, negotiating and counseling clients on private placemen...

Full-time 7 views

including disputes, negotiations, and advisory work. - Provide legal counsel to public and/or private sector clients. - Handle matters... involving labor relations, collective bargaining, and employment compliance. - Build and maintain strong client relationships. - Contribute to business... development efforts (for partner-level candidates). Education an...

Posted On Aug 18, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Not for Profit Tax Manager Job Responsibilities: - Review annual nonprofit information returns and unrelated business income tax returns for a diverse Not-For-Profit practice, including public charities, private foundations, social welfare organizations,... trade associations, and social clubs. - Prepare...

Full-time Experience : Min 8 yrs required

Title: Trusts & Estates Counsel Job Responsibilities: - Design and implement advanced estate plans for clients with taxable estates exceeding $75M, including various trusts and private foundations. - Advise on estate,... gift, and generation-skipping transfer (GST) tax strategies, focusing on multi-generational wealth transfer...

Full-time Experience : 3-5 yrs required

Title: Trusts & Estates Associate (3-5 Years) Job Responsibilities: - Assist in advising high-net-worth individuals, families, and business owners on estate planning, wealth transfer strategies, and trust and estate administration. - Draft and revise a variety of estate planning documents, including revocable and...

Full-time 1 views Experience : Min 6 yrs required

Job Title Private Client Associate Job Responsibilities... The Private Client Associate will be... responsible for engaging in sophisticated estate planning and handling estate and trust administration along with transfer tax matters. The position requires working with high-net-worth individuals, families, fiduciaries,...

Full-time 3 views Experience : Min 8 yrs required

Job Title: Senior Counsel Private Bank Internal Revenue Code... and Employee Retirement Income Security Act Job Responsibilities: - Provide expert advice to operations and sales personnel regarding applicable laws, including the Internal Revenue Code, Employee Retirement Income Security Act of 1974 (ERISA),...

Posted On Sep 05, 26
Full-time 51 views Experience : 3-5 yrs required

H1: Legal Assistant - Private Client Services - Philadelphia... Philadelphia, PA Practice Area: Private Client Services Job... Title: Legal Assistant - Private Client Services Salary: Competitive... Summary: - Performs secretarial and administrative duties for legal professionals in Private Cl...

Posted On Sep 05, 26
Full-time 9 views Experience : 7-7 yrs required

JOB TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: Philadelphia OVERVIEW: Law... today’s evolving global markets. SUMMARY: The Philadelphia office of the law firm is seeking a full-time experienced paralegal to join the Private Client Services (PCS) practice... group. The ideal candidate will possess...

Posted On Aug 31, 26
Full-time

Tax Senior Manager, Private Client Services Job Description Job Summary: The... Private Client Services at the... company is a specialized practice offering a high-touch approach to serve high-net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complex tax and...

Posted On Sep 10, 26
Full-time 3 views Experience : 5-5 yrs required

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

Posted On Aug 27, 26
Full-time Experience : Min 5 yrs required

Job Title: Tax Manager, Private Client Services Job Responsibilities: - Manage... to identify and address client needs, tax planning, and... consulting opportunities. - Work directly with clients and their advisors to gather necessary information for tax return preparation. - Review individual, trust, estate, S-Corp,...

Posted On Aug 10, 26
Full-time Experience : Min 2 yrs required

Job Title: Tax Senior, Private Client Services Job Responsibilities: A Tax... Senior in the Private Client Services department is... responsible for providing tax compliance and consulting services to high net-worth clients. The role requires utilizing educational background, professional experience, and a combination...

Posted On Sep 09, 26
Full-time Experience : Min 10 yrs required

Title: Tax Managing Director, Private Client Services Job Responsibilities: - Leads... for identifying and addressing client needs, tax planning, and... consulting opportunities. - Provides executive presence and acts as the primary client contact for preparation and... presentation of issues and resolution to clients. -...

Posted On Sep 03, 26
Full-time 6 views Experience : 2-15 yrs required

Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: -... Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements for all phases of the engagement life cycle. - Provide...

Posted On Jul 27, 26
Full-time 7 views Experience : Min 5 yrs required

the opportunity to collaborate with experienced professionals in a sophisticated transactional practice. The role involves working within a premier corporate practice recognized nationally for its comprehensive and negotiate private placements, mergers, and ... clients on commercial contracting and...

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