Private Client Jobs in Summit

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Posted On Sep 07, 26
Full-time 43 views Experience : Min 9 yrs required

prioritizing, and achieving long-term goals. - Serve as an internal and client-facing advocate for the Wealth... Strategy Engagement Model and all advice capabilities offered by the Private Bank. - Provide unbiased, customized... wealth planning guidance based on deep client discovery and underst...

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Posted On Sep 07, 26
Full-time 24 views

Job Title: . Private Bank – Private Banker... developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results... and acquire new assets, both from the existing client base and new client... acquisition. - Advise clients on... their overall ba...

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Full-time 73 views Experience : Min 5 yrs required

global team. Can also expect to be involved with a variety of assignments and receive valuable hands-on experience across a diverse range of disciplines, including representing public and private companies in connection with... general corporate and securities laws matters, securitie...

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Full-time 10 views Experience : 3-6 yrs required

to support the Corporate Practice. The key duties include: - Representing buyers and sellers in strategic transactions across multiple industries. - Contributing to the coordination and execution of corporate transactions, such as mergers and acquisitions (M&A), private equity, fund formation, and... se...

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Full-time 3 views Experience : 1-3 yrs required

Title: Corporate Energy Associate Job Responsibilities: - Conduct thorough and comprehensive legal research and analysis to support transaction preparation and strategy. - Draft well-written, error-free, and reasoned legal documents, including memos, contracts, and correspondence. - Assist and manage a variety of complex transactions from...

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Posted On Jun 23, 26
Full-time 3 views Experience : 1-3 yrs required

Job Title: Paralegal - Private Lending Group Job Responsibilities: - Coordinate... and manage regional real estate loan files from inception to final closing, ensuring all critical milestones, compliance rules, and stringent deadlines are met. - Draft high-quality commercial loan documents, closing disclosures, settlement...

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Full-time 5 views Experience : Min 3 yrs required

Posted: 04/09/26 Remote Work Level: Hybrid Location: New York, NY, Reston, VA, Wilmington, DE, Phoenix, AZ, Houston, TX, Boston, MA, Austin, TX, Atlanta, GA, Raleigh, NC, Baltimore, MD, Dallas, TX, Short Hills, NJ, Minneapolis, MN, Seattle, WA, Philadelphia, PA, Miami, FL Job Type:...

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Posted On Sep 10, 26
Full-time 5 views Experience : Min 2 yrs required

fund, fund to funds, private equity, real estate) with... state and local tax issues including compliance, advising, planning, and controversies - Engage with multi-state companies on state and local tax controversies, including preparing clients for discussions with auditors, representing clients...

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Posted On Sep 10, 26
Full-time 3 views Experience : Min 2 yrs required

funds, fund to funds, private equity, and real estate,... addressing state and local tax issues such as compliance, advising, planning, and controversies. - Engage with multi-state companies facing state and local tax controversies, which involves preparing clients for auditor discussions, representing...

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Posted On Sep 10, 26
Full-time 5 views Experience : Min 2 yrs required

funds, fund to funds, private equity, and real estate,... compliance, advising, planning, and controversies. - Engage with multi-state companies on state and local tax controversies, which includes preparing clients for discussions with auditors, representing the client at hearings and appeal......

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Posted On Sep 10, 26
Full-time 6 views Experience : 5-5 yrs required

funds, funds of funds, private equity, and real estate.... - Collaborate as part of a multi-disciplinary team, providing subject matter expertise and industry knowledge in alternative investments. - Review tax calculations and information presented on state income tax returns. -...

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

funds, fund of funds, private equity, and real estate. -... Work as part of a multi-disciplinary team providing subject matter expertise and alternative investment industry knowledge and experience. - Review tax calculations and information presented on state income tax returns. - Build and...

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Posted On Sep 10, 26
Full-time 4 views Experience : Min 3 yrs required

Title: Senior Associate, International Tax Job Responsibilities: - Direct multinational enterprises on strategic business decisions, including location and operation choices, optimizing supply chains, and capital mobilization for global operations. Consider the tax risk profile, global effective tax rate, and cash...

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Posted On Sep 10, 26
Full-time 11 views Experience : 5-8 yrs required

clients; build and manage client relationships - Oversee teams... of tax professionals/assistants working on client projects - Help manage... risk and financial performance of engagements including billing, collections, and the budget for projects - Advise clients and be responsible f...

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Posted On Jul 28, 26
Full-time 4 views Experience : 2-10 yrs required

Practice in Short Hills, NJ. The successful candidate will work closely with partners and team members, contributing to strategic transactions across various buyers and sellers in strategic and execute corporate transactions, including M&A and private , review, an...

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