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Private Client Jobs in Warren

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United States
Posted On Aug 26, 26
Full-time Experience : 7-10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Corporate Law Energy equity Estate Planning estates family fiduciary gift tax Partnership private client Probate probate litigation trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Corporate Law Energy equity Estate Planning estates family fiduciary gift tax Partnership private client Probate probate litigation trusts

Title: Trusts + Estates Partner Job Responsibilities: - Developing comprehensive estate plans tailored to clients' specific needs and goals. - Advising clients regarding the tax implications of estate planning and the ability to minimize tax liabilities for clients through strategies like gift and...

Posted On Jul 14, 26
Full-time 5 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates private client Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates private client Probate trusts Wills

Job Title: Private Client Trust and Estates... Attorney Job Responsibilities: - Meet with clients to assess their financial situations and objectives. - Provide expert guidance on business succession planning, charitable planning, minimizing estate taxes, and protecting assets. - Draft legal documents such as wills...

Posted On May 15, 26
Full-time 12 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates private client Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates private client Probate trusts Wills

Job Title Private Client Trust and Estates Member Job... Responsibilities - Meet with clients to assess their financial situations and objectives. - Provide expert guidance on business succession planning, charitable planning, minimizing estate taxes, and protecting assets. - Draft legal documents such as wills and...

Posted On Sep 10, 26
Full-time
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Tax - M&A and Transactions Tax - Federal Corporate - General Tax - General
Job Tags:
acquisitions artificial intelligence Bankruptcy company policies Computer Science criminal due diligence emerging technologies equity family H-1B Insurance Joint Ventures mergers private equity restructuring Software Taxation Transportation Visa
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Tax - M&A and Transactions Tax - Federal Corporate - General Tax - General
Job Tags:
acquisitions artificial intelligence Bankruptcy company policies Computer Science criminal due diligence emerging technologies equity family H-1B Insurance Joint Ventures mergers private equity restructuring Software Taxation Transportation Visa

of domestic and multinational private equity and strategic mergers,... acquisitions, joint ventures, dispositions, and IPOs. This includes drafting tax opinions, memos, structure decks, and Excel models to illustrate the tax benefits of alternative structures. - Perform tax due diligence to identify...

Posted On Sep 11, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

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 Sep 06, 26
Full-time Experience : 4-8 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions Affirmative Action Business Law divestitures equity Insurance Joint Ventures M&A mergers Mergers and Acquisitions private equity
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions Affirmative Action Business Law divestitures equity Insurance Joint Ventures M&A mergers Mergers and Acquisitions private equity

including acquisitions, divestitures, mergers, joint ventures, and related strategic transactions. - Focus on . and cross-border M&A with an emphasis on private equity-driven transactions. - Draft, negotiate,... and communicate effectively throughout the transaction lifecycle. - Manage multiple workstreams and interact directly with c...

Posted On Sep 03, 26
Full-time 1 views Experience : 7-10 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
agreements Commercial Contracts due diligence entity formation family Joint Ventures M&A Mergers and Acquisitions portfolio companies private equity Venture Capital
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
agreements Commercial Contracts due diligence entity formation family Joint Ventures M&A Mergers and Acquisitions portfolio companies private equity Venture Capital

Attorney - M&A and Private Equity Job Responsibilities: The attorney will... Lead and manage M&A transactions in a first-chair capacity, including structuring, due diligence, negotiation, and execution of buy-side and sell-side deals - Represent private equity sponsors, portfolio companies,... and closely held...

Posted On Sep 06, 26
Full-time 1 views Experience : 2-4 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
Affirmative Action Business Law corporate governance equity Insurance M&A Mergers and Acquisitions portfolio companies private equity Securities stage
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
Affirmative Action Business Law corporate governance equity Insurance M&A Mergers and Acquisitions portfolio companies private equity Securities stage

mergers and acquisitions and other sophisticated business transactions. - Handling significant middle-market private equity matters. - Representing... private equity sponsors and portfolio... companies in middle-market M&A transactions. - Drafting documents and managing communications related to financings, securities, corporate governance...

Posted On Sep 07, 26
Full-time Experience : 2-4 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Corporate - General
Job Tags:
Affirmative Action Business Law corporate governance equity Insurance M&A Mergers and Acquisitions portfolio companies private equity Securities stage
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Corporate - General
Job Tags:
Affirmative Action Business Law corporate governance equity Insurance M&A Mergers and Acquisitions portfolio companies private equity Securities stage

sophisticated business transactions, including significant middle-market private equity matters. - Engage in... private equity transactions, financings, securities,... corporate governance matters, and other commercial transactions. - Represent private equity sponsors and portfolio... companies in middle-market M&A transactions. - Draft documents and communicate effectively wit...

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

business advisory services to private companies. Your responsibilities will... as tax advisors by offering innovative solutions tailored to the unique needs of private clients. - Utilizing advanced skills... and technology to analyze complex problems and provide sustained outcomes for clients. - Mento...

Posted On Sep 03, 26
Full-time 1 views Experience : 5-6 yrs required
Job Tags:
Capital Markets family partnerships pension private equity Software spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets family partnerships pension private equity Software spectrum Taxation wealth management wealth transfer

Business Tax Services - Private Tax Partnerships Duties: The... candidate will be preparing or reviewing federal and state tax returns for . partnerships. This includes the preparation and review of foreign reporting requirements for cross-border tax compliance such as foreign...

Posted On Aug 26, 26
Full-time 11 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 -... ensure high-quality performance and client satisfaction. - Manage client... service accounts and engagement... a practical and holistic approach tailored to the unique needs of private companies and their owners.... - Thriv...

Posted On Aug 26, 26
Full-time 14 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

Job Title: Private Partnership Solutions (PPS) -... business advisory services to private companies. The role involves... helping private companies with tax compliance,... planning, operational efficiency, and business strategy. The responsibilities include: - Leading as a tax advisor with innovative solutions. - Utili...

Posted On Aug 26, 26
Full-time 7 views Experience : Min 4 yrs required
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management

the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Assist...

Posted On Aug 26, 26
Full-time 6 views Experience : Min 6 yrs required
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships stage wealth management
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships stage wealth management

the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Assist...

Posted On Aug 26, 26
Full-time 9 views Experience : Min 6 yrs required
Job Tags:
equity Ethics family finance H-1B stage wealth management
Job Tags:
equity Ethics family finance H-1B stage wealth management

Tax Senior Manager - Private Companies The candidate will... the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time...

Posted On Aug 26, 26
Full-time 4 views Experience : Min 6 yrs required
Job Tags:
acquisitions Capital Asset Code of Conduct Computer Science divestitures family finance H-1B mergers Mergers and Acquisitions Paternity private equity restructuring stage title
Job Tags:
acquisitions Capital Asset Code of Conduct Computer Science divestitures family finance H-1B mergers Mergers and Acquisitions Paternity private equity restructuring stage title

Job Title Strategy& Private Equity Value Creation (PEVC)... and restructuring to optimize client outcomes - Analyzing market... develop strategic frameworks for client decision-making - Guiding clients... through complex transactions, identifying potential risks and opportunities to maximize value - Crafting and...

Posted On Jul 28, 26
Full-time 1 views Experience : 2-8 yrs required
Practice Area:
Trusts and Estates - General Tax - General Estate & Tax Planning Tax - Private Client Services
Practice Area:
Trusts and Estates - General Tax - General Estate & Tax Planning Tax - Private Client Services

Associate to join their Private Client group in Detroit,... Michigan. The ideal candidate will have a strong background in estate, gift, and income tax planning for high-net-worth clients on wealth transfer and charitable planning estate tax projections and...

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