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Private Client Jobs in Sun City

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United States
Posted On Jul 08, 26
Full-time 19 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning estate tax gift tax trusts Wills
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning estate tax gift tax trusts Wills

Title: Trust, Estate & Tax Attorney Job Responsibilities: - The Trust, Estate & Tax Attorney will be responsible for managing a variety of tasks related to estate planning and trust administration. - Significant responsibilities include preparing and filing Form 706 Estate Tax and...

Posted On Sep 12, 26
Full-time 10 views Experience : Min 10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax private client Probate Profit Sharing
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax private client Probate Profit Sharing

Job Title: Private Client Services Senior Attorney Job... primary responsibilities for the Private Client Services Senior Attorney... at the law firm include providing legal services in the areas of estate planning, probate, and trust and estate administration. The role requires the...

Posted On Sep 12, 26
Full-time 11 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing

Job Title: Private Client Services Mid-Level Associate Job... Responsibilities: - Join the Private Client Services group at... the law firm. - Handle estate planning, probate, and trust and estate administration. - Prepare estate and gift tax returns, if experienced in this area. - Conduct legal...

Posted On Aug 25, 26
Full-time 3 views Experience : Min 6 yrs required
Practice Area:
Tax-General Practice (Transaction) Tax - Federal Tax - State & Local Tax - Private Client Services Tax - General
Job Tags:
Code of Conduct family finance H-1B Partnership
Practice Area:
Tax-General Practice (Transaction) Tax - Federal Tax - State & Local Tax - Private Client Services Tax - General
Job Tags:
Code of Conduct family finance H-1B Partnership

and maintain operational excellence. - Innovate processes to enhance tax reporting and compliance. - Manage partnership K-1 income, state tax credits, and composite returns. - Lead and collaborate with team members virtually. - Develop and implement solutions to improve client satisfaction. - Interact with cli......

Posted On Sep 09, 26
Full-time 10 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

Job Title: Private Wealth Associate Job Responsibilities: The Private... Wealth Associate will be... responsible for handling a range of duties related to sophisticated estate planning and drafting, trust and estate administration, estate and gift tax, and charitable planning. The successful candidate will...

Posted On Sep 09, 26
Full-time 8 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Job Title: Private Wealth Senior Counsel Job Responsibilities: -... Design and implement sophisticated estate plans. - Assist individual and business clients with all aspects of wealth management. - Provide guidance on asset protection and gift and estate tax issues. - Deliver high-quality, personalized service with...

Posted On Sep 07, 26
Full-time 63 views
Practice Area:
Corporate - M&A Corporate - Securities and Capital Markets Corporate - Private Equity Corporate - General
Job Tags:
Capital Markets Commercial Contracts corporate governance debt finance due diligence equity Ethics Government international business Joint Ventures Mergers and Acquisitions private equity Securities strategic alliances title
Practice Area:
Corporate - M&A Corporate - Securities and Capital Markets Corporate - Private Equity Corporate - General
Job Tags:
Capital Markets Commercial Contracts corporate governance debt finance due diligence equity Ethics Government international business Joint Ventures Mergers and Acquisitions private equity Securities strategic alliances title

diligence. - Assist in managing client relationships. Education and Experience Information: -... . Juris Doctor Degree. - Admitted to practice in a US State Bar and in good standing. Admission to the State Bar of the office location is expected if not currently admi...

Posted On Sep 09, 26
Full-time 13 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity
Job Tags:
Capital Markets M&A private equity Securities Venture Capital
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity
Job Tags:
Capital Markets M&A private equity Securities Venture Capital

Title: Funds Associate Job Responsibilities: - Advise investment funds during all stages of their lifecycle - Provide counsel to investors in investment funds - Work primarily with attorneys in the Financial Services & Capital Markets strategic business unit - Demonstrate exceptional judgment and effectively handle...

Posted On Sep 01, 26
Full-time 6 views Experience : Min 2 yrs required
Practice Area:
Corporate - Private Equity Corporate - Securities and Capital Markets Finance - Structured Finance Corporate - General Finance - General
Job Tags:
commercial real estate contracts depositions finance Insurance Securities structured finance trials
Practice Area:
Corporate - Private Equity Corporate - Securities and Capital Markets Finance - Structured Finance Corporate - General Finance - General
Job Tags:
commercial real estate contracts depositions finance Insurance Securities structured finance trials

Title Structured Finance Associate Job Responsibilities - Conduct thorough and comprehensive legal research and analysis to support case/transaction preparation and strategy. - Draft well-written, error-free, and reasoned legal documents, including briefs, motions, contracts, and correspondence. - Assist and manage a...

Posted On Sep 11, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Corporate - Venture Capital/Emerging Companies Corporate - Asset/Investment Management Corporate - General
Job Tags:
Capital Markets corporate governance criminal equity fund formation investment management Mergers and Acquisitions private equity Securities stage structured finance Venture Capital
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Corporate - Venture Capital/Emerging Companies Corporate - Asset/Investment Management Corporate - General
Job Tags:
Capital Markets corporate governance criminal equity fund formation investment management Mergers and Acquisitions private equity Securities stage structured finance Venture Capital

Associate Attorney - Phoenix Job Category: Attorney Requisition Number: CORPO002427 Posting Details Posted: July 23, 2026 Full-Time Job Details Description Law firm is seeking an Associate with four to six years of experience to join our growing Corporate Finance Division. This position is an opportunity to become...

Posted On Sep 11, 26
Full-time Experience : 2-4 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - Securities and Capital Markets Corporate - Asset/Investment Management Corporate - General
Job Tags:
Capital Markets corporate governance criminal equity fund formation investment management M&A Mergers and Acquisitions private equity Securities stage structured finance Venture Capital
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - Securities and Capital Markets Corporate - Asset/Investment Management Corporate - General
Job Tags:
Capital Markets corporate governance criminal equity fund formation investment management M&A Mergers and Acquisitions private equity Securities stage structured finance Venture Capital

be involved in a variety of transactional matters. Key responsibilities include: - Engaging in mergers and acquisitions, capital markets transactions, and ‘34 Act compliance and reporting. - Handling venture capital and early-stage investment transactions, both issuer-side and investor-side. - Participating in private eq...

Posted On Sep 07, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - General
Job Tags:
acquisitions Agriculture banking beverage child corporate transactions Corporation divestitures Energy Financial Institutions fund formation Insurance International Law life sciences mergers Mergers and Acquisitions Natural Resources partnerships private equity Transportation Venture Capital Women
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - General
Job Tags:
acquisitions Agriculture banking beverage child corporate transactions Corporation divestitures Energy Financial Institutions fund formation Insurance International Law life sciences mergers Mergers and Acquisitions Natural Resources partnerships private equity Transportation Venture Capital Women

not limited to: - Mergers - Acquisitions - Divestitures - Corporate restructurings - Recapitalizations - Strategic partnerships - Fund formation - Private equity and venture capital... investments Education and Experience Information: - A Juris Doctor (.) degree from...

Posted On Sep 22, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Litigation Partnership Software special projects
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Litigation Partnership Software special projects

Title: Client Delivery Specialist (Private Wealth Legal Assistant) Job Responsibilities: 1.... Strategic Workflow Ownership: - Manage the full lifecycle workflow for assigned attorneys. - Anticipate attorneys' needs, manage priorities, and resolve administrative challenges with minimal supervision. - Coordinate and track ongoing projects...

Posted On Aug 24, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B renewals
Job Tags:
Code of Conduct family finance H-1B renewals

Title Tax Manager - Private Companies Job Responsibilities As... a Tax Manager within the department, the primary responsibilities include providing advice and guidance to clients on tax planning, compliance, and strategy. This role involves helping businesses navigate complex tax regulations...

Posted On Aug 26, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
equity Ethics family H-1B marketing Partnership partnerships stage wealth management
Job Tags:
equity Ethics family H-1B marketing Partnership partnerships stage wealth management

solve problems. - Provide sustained outcomes for clients by analyzing intricate issues and mentoring team members. - Maintain excellence in deliverables while building and nurturing client relationships. - Develop a thorough... understanding of business contexts and navigate complex situations to enhance personal br...

Posted On Aug 14, 26
Full-time 13 views Experience : 2-8 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity
Practice Area:
Corporate - M&A Corporate - Private Equity

ideal candidate will join a dynamic team dedicated to handling a variety of M&A transactions, including private equity and private target... and execute M&A transactions from inception to with clients and internal teams to ensure successful deal ...

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