Private Client Jobs in Southampton

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United States
Posted On Sep 15, 26
Full-time 1 views

affluent families, family offices, and their private businesses and/or investment entities. -... Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Lead multiple engagements delivering proactive tax planning and strategic consulting, including federal, estate, gi...

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 5 yrs required

Manager, Transaction Advisory - M&A Tax The candidate will lead strategic consulting engagements with clients on enhancing federal tax opportunities and managing federal tax risk associated with mergers and acquisitions, including post-acquisition actions. Oversee comprehensive tax due diligence by directing...

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Posted On Sep 18, 26
Full-time 2 views Experience : Min 2 yrs required

Title: Paralegal Job Responsibilities: - Assist attorneys with various legal matters, including fund documents, regulatory filings, and corporate resolutions. - Prepare formation and governing documentation for new entities. - Coordinate with outside counsel to distribute legal documents to prospective investors and manage closings for...

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Posted On Aug 07, 26
Full-time 2 views Experience : 5-7 yrs required

Title: Senior Paralegal Job Responsibilities: The Senior Paralegal will be responsible for supporting attorneys in the Corporate Legal Department, focusing on general corporate matters, governance for the company's . and . offices and operating subsidiaries, and public company reporting and regulatory compliance....

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Full-time 1 views Experience : 2-5 yrs required

Title: Public Service Litigator Job Responsibilities: - Conduct meetings with clients and provide them with legal guidance. - Engage in legal research to support case strategies and resolutions. - Develop case strategies with a focus on early dispute resolution. - Conduct mediations and lead efforts...

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Full-time 2 views Experience : Min 1 yrs required

and one of the city’s largest private criminal defense departments, complementing... its family law and commercial litigation practice groups. Known for its individualized approach and innovative strategies, the firm has handled some of the nation’s most significant and high-profile cases....

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Posted On Oct 01, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Assistant Federal Public Defender Job Responsibilities: The Assistant Federal Public Defender (AFPD) is responsible for providing legal representation to individuals unable to afford counsel who are charged with federal criminal offenses. The role involves representing clients at both trial and appellate...

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Full-time 1 views 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...

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Full-time 2 views Experience : 7-10 yrs required

Title: Trusts & Estates Attorney Job Responsibilities: - Advise high-net-worth individuals, families, and business owners on advanced estate planning, wealth transfer strategies, and trust administration. - Develop tax-efficient estate and business succession plans, including trusts, family partnerships, and charitable structures. - Partner with corporate...

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Full-time 2 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,...

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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),...

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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...

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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...

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Posted On Sep 15, 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...

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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...

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Posted On Sep 15, 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,...

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Posted On Sep 28, 26
Full-time 1 views 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...

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Posted On Sep 09, 26
Full-time 1 views 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. -...

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Posted On Aug 17, 26
Full-time 30 views Experience : 3-20 yrs required

law firm is looking for a skilled Corporate Attorney to join its thriving Business & Finance team. This role offers an engaging variety of corporate and transactional work, competitive compensation, a collegial environment, and the flexibility to maintain a strong...

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