Private Client Jobs in Swansea

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United States
Full-time 1 views Experience : Min 5 yrs required

Title: Counsel (IL, IA, MO) Job Responsibilities: Primary Role: - Provide legal counsel and representation to the Iowa, Illinois, and Missouri state leadership teams in various areas including real estate (purchase and sale, easements, rights of way, etc.), contracts, litigation, customer complaints, environmental...

Full-time 1 views Experience : Max 2 yrs required

Job Title: Private Client Associate Job Responsibilities: The Private... Client Associate will be... for assisting in the Private Client practice group, focusing... on estate planning and wealth transfer strategies. Key duties include: - Engagement in estate and trust administration - Gift and estate tax...

Posted On Aug 25, 26
Full-time 1 views

Title: Tax Senior Manager, Private Client Services Job Responsibilities: The Tax... Senior Manager, Private Client Services is responsible... for providing tax compliance and consulting services to high net worth clients. This role requires a significant understanding of taxation related to personal income,...

Posted On Aug 25, 26
Full-time 1 views Experience : Min 2 yrs required

Job Title: Tax Senior, Private Client Services Job Responsibilities: - Participates... in identifying and addressing client needs. - Works with clients... and their advisors to gather necessary information for tax return preparation. - Prepares complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax...

Posted On Aug 25, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Tax Experienced Senior, Private Client Services Job Responsibilities: - Participate... in identifying and addressing client needs, tax planning, and... consulting opportunities. - Work directly with clients and their advisors to gather information needed for tax return preparation. - Develop an understanding of complex...

Posted On Sep 16, 26
Full-time 1 views Experience : 6-6 yrs required

Title: Tax Senior Manager, Private Client Advisors Job Responsibilities: -... Perform technical reviews of tax returns for high-net-worth individuals, focusing on personal income tax returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns. - Provide consultation on business...

Full-time 3 views Experience : Min 8 yrs required

Job Title: Private Wealth Senior Counsel Job Responsibilities: -... Design and implement sophisticated estate plans for individual and business clients. - Assist clients with all aspects of wealth management, asset protection, and gift and estate tax issues. - Collaborate primarily with attorneys in the...

Full-time 7 views Experience : 4-8 yrs required

Job Title: Private Wealth Associate Job Responsibilities: - Engage... in sophisticated estate planning and drafting. - Manage trust and estate administration tasks. - Handle estate and gift tax matters. - Facilitate charitable planning. - Collaborate with attorneys across various offices within the Financial Services & Capital...

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

with a focus on private equity, private credit, and... venture capital funds. - Collaborate primarily with attorneys in the Financial Services & Capital Markets strategic business unit. - Demonstrate exceptional judgment in handling multiple projects and articulating legal strategies and courses of...

Full-time 13 views Experience : Min 3 yrs required

at a law firm. The primary responsibilities include representing private equity clients across multiple... industry verticals. The role involves engaging in various transactional matters, such as structuring joint ventures and pooled-investment vehicles for clients interested in real estate and p...

Full-time 1 views Experience : 4-6 yrs required

Associate Attorney - St. Louis Job Title: Corporate Associate Attorney Job Responsibilities: The Corporate Associate Attorney will be joining the Corporate Finance Division in St. Louis, which is part of a well-established corporate group. The responsibilities include working on a broad range of transactional...

Full-time 1 views Experience : 3-5 yrs required

Title: Funds Associate Job Responsibilities: The Funds Associate will primarily engage with attorneys within the Financial Services & Capital Markets strategic business unit. The responsibilities include advising investment funds throughout all stages of their lifecycle, and providing guidance to investors in these...

Full-time Experience : 3-5 yrs required

in such funds. This role requires a general corporate and securities background, with a preference for candidates who have specific experience with private equity, private credit, and... venture capital funds. The associate will primarily collaborate with attorneys in the department....

Posted On Sep 25, 26
Full-time 2 views Experience : Min 3 yrs required

Tax Senior - Private Wealth Duties: The candidate... support the preparation of tax returns, and help prepare for client meetings tied to compliance... and consulting projects. Contribute to tax planning opportunities and help clients understand the implications of important transactions....

Posted On Aug 04, 26
Full-time 1 views Experience : Max 5 yrs required

attorney to join its Private Client practice group in... St. Louis, Missouri. The ideal candidate will have a keen interest in estate planning, wealth transfer strategies, and related with estate and trust in gift and estate tax ...

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