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Private Client Jobs in Westminster

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United States
Posted On Sep 02, 26
Full-time 2 views
Practice Area:
Litigation - Commercial Litigation - Financial Services - Defense
Job Tags:
ADA Americans with Disabilities Act appellate civil litigation finance Financial Institutions FINRA health insurance Insurance Litigation Mediation partnerships Profit Sharing securities litigation startup
Practice Area:
Litigation - Commercial Litigation - Financial Services - Defense
Job Tags:
ADA Americans with Disabilities Act appellate civil litigation finance Financial Institutions FINRA health insurance Insurance Litigation Mediation partnerships Profit Sharing securities litigation startup

courts, appellate forums, and private venues like FINRA, JAMS,... Build and maintain enduring client relationships through consistent communication,... tailored solutions to meet client needs. - Delegate tasks to... support staff to effectively meet all deadlines. - Man...

Posted On Jun 26, 26
Full-time 4 views Experience : 2-5 yrs required
Practice Area:
Corporate - Private Equity Corporate - Asset/Investment Management Corporate - M&A Corporate - Contract Law Corporate - Compliance Corporate - Technology Transactions Corporate - General
Job Tags:
asset management due diligence equity family finance fraud portfolio companies portfolio company private equity
Practice Area:
Corporate - Private Equity Corporate - Asset/Investment Management Corporate - M&A Corporate - Contract Law Corporate - Compliance Corporate - Technology Transactions Corporate - General
Job Tags:
asset management due diligence equity family finance fraud portfolio companies portfolio company private equity

across the investment lifecycle. - Work with internal and external counsels, investment professionals, and cross-functional stakeholders on complex transactional and regulatory matters across multiple jurisdictions and asset classes, including Private Equity, Real Estate, Infrastructure,... and Private Credit. - Support the Investment......

Posted On Jul 01, 26
Full-time 5 views Experience : 3-5 yrs required
Practice Area:
Corporate - Private Equity Corporate - Contract Law Corporate - Technology Transactions Corporate - General
Job Tags:
asset management due diligence equity family fraud portfolio companies portfolio company private equity
Practice Area:
Corporate - Private Equity Corporate - Contract Law Corporate - Technology Transactions Corporate - General
Job Tags:
asset management due diligence equity family fraud portfolio companies portfolio company private equity

throughout the investment lifecycle. Collaborate with internal and external counsels, investment professionals, and cross-functional stakeholders on complex transactional and regulatory matters across various jurisdictions and asset classes, including Private Equity, Real Estate, Infrastructure,... and Private Credit. - AI & Technology......

Posted On Sep 05, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts

Title: Tax Attorney – Nonprofit & Tax-Exempt Organization Job Responsibilities: The Tax Attorney for Nonprofit & Tax-Exempt Organization at the law firm is responsible for providing specialized legal services to nonprofit and tax-exempt clients. The primary duties include: Nonprofit Tax Advisory & Compliance: -...

Posted On Sep 05, 26
Full-time 23 views Experience : Min 3 yrs required
Practice Area:
Employment Law - Management (Compliance & Counseling) Employment Law - Litigation Employer Defense Employment Law - Wage and Hour - Defense Employment Law - General
Job Tags:
agreements Employment Law family government investigations Harassment I-9 Immigration Labor and Employment Litigation Privacy restructuring trusts wage and hour
Practice Area:
Employment Law - Management (Compliance & Counseling) Employment Law - Litigation Employer Defense Employment Law - Wage and Hour - Defense Employment Law - General
Job Tags:
agreements Employment Law family government investigations Harassment I-9 Immigration Labor and Employment Litigation Privacy restructuring trusts wage and hour

and Employment Services Attorney Job Title: Labor and Employment Services Attorney Job Responsibilities: - Advise and counsel on a wide array of employment law topics including but not limited to wage and hour issues, privacy matters, leaves of absence, discrimination, harassment, retaliation, whistleblowing,...

Posted On Sep 05, 26
Full-time 21 views Experience : 3-5 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance
Job Tags:
Deferred Compensation employee benefits Equal Pay Act ERISA litigation family Insurance LLC M&A Qualified Retirement Plans spectrum trusts
Practice Area:
ERISA/Executive Compensation Transactions & Compliance
Job Tags:
Deferred Compensation employee benefits Equal Pay Act ERISA litigation family Insurance LLC M&A Qualified Retirement Plans spectrum trusts

Title: Mid-level Benefits Associate Job Responsibilities: The Mid-level Benefits Associate will join a distinguished Employee Benefits and Executive Compensation group within the law firm. The primary responsibilities include: - Handling qualified retirement plans, health and welfare plans, and executive and deferred compensation arrangements. -...

Posted On Aug 06, 26
Full-time 7 views Experience : Min 7 yrs required
Practice Area:
Health Care - Compliance, Transactions, HIPAA Data Privacy - Transactional Corporate - Technology Transactions Health Care - General Corporate - General
Job Tags:
ADA agreements Americans with Disabilities Act Commercial Contracts contracts data privacy Employment Discrimination family FDA HIPAA Intellectual Property licensing agreements Medical Device physicians Privacy privacy laws Software
Practice Area:
Health Care - Compliance, Transactions, HIPAA Data Privacy - Transactional Corporate - Technology Transactions Health Care - General Corporate - General
Job Tags:
ADA agreements Americans with Disabilities Act Commercial Contracts contracts data privacy Employment Discrimination family FDA HIPAA Intellectual Property licensing agreements Medical Device physicians Privacy privacy laws Software

Description At Company, we believe the path to answers in healthcare should be clear - whether you are waiting for a diagnosis or trying to expedite one. Our medical imaging solutions streamline the flow of information, simplify complex processes, maximize...

Posted On Sep 03, 26
Full-time 1 views Experience : 2-6 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Equal Pay Act Estate and Trust Estate Planning family indemnity private client wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Equal Pay Act Estate and Trust Estate Planning family indemnity private client wealth transfer

Tax Associate (2-6 years); Private Client Practice Job Responsibilities: The Tax... Associate position in the Private Client practice involves creating,... drafting, and implementing sophisticated wealth transfer plans for high-net-worth individuals. Additionally, the associate will collaborate and assist with all aspects of complex...

Posted On Aug 10, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
estates family Insurance LLC Partnership Taxation trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
estates family Insurance LLC Partnership Taxation trusts

Job Title: Associate - Private Wealth Job Responsibilities: The position involves... in the area of private wealth. Key duties include: -... tax analysis to support private wealth management. - Project management... and client interaction to ensure efficient... and effective service delivery. - Preparation of gift...

Posted On Aug 05, 26
Full-time 11 views
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning estate tax executor family finance Insurance Medicine Probate Taxation wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning estate tax executor family finance Insurance Medicine Probate Taxation wealth transfer

Title: Estate Planning & Wealth Transfer Partner Job Responsibilities: The Estate Planning & Wealth Transfer Partner will be responsible for advising closely held businesses and high-net-worth individuals and families on complex estate planning, wealth transfer, business succession planning, philanthropy, and related income...

Posted On Aug 12, 26
Full-time 10 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... associate will join the Private Client Services group and... is expected to handle tasks related to estate planning, probate, and trust and estate administration. - The role includes preparing estate and gift tax returns,...

Posted On Sep 02, 26
Full-time 9 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer

Litigation Associate (5+ years); Private Client Practice Job Responsibilities: The Fiduciary... of the law firm's Private Client Group, specifically within... the tax department. The primary responsibilities include: - Assisting with fiduciary litigation cases. - Creating, drafting, and implementing sophisticated wealth transfer plans for high-net-worth...

Posted On Aug 07, 26
Full-time
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Senior Manager, Private Client Services Job Responsibilities: - Manages... engagements, identifying and addressing client needs, tax planning, and... Acts as the primary client contact, providing executive presence... during the preparation and presentation of issues and resolution to clients. - Reviews complex...

Posted On Aug 27, 26
Full-time Experience : Min 10 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Managing Director, Private Client Services Job... Managing Director in the Private Client Services (PCS) is... engagements, identifying and addressing client needs, and exploring tax... opportunities. The responsibilities include: - Acting as the primary client contact for...

Posted On Sep 07, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Senior Manager, Tax - Private Client Job Responsibilities: - Provide tax... partnerships, trusts, estates, and private foundations. - Develop, build, and... manage client relationships as part of... expand business opportunities and client relationships. - Maintain functional expertise... and understanding of a client's business or family structure......

Posted On Sep 09, 26
Full-time 3 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 wealth management, asset protection, and gift and estate tax issues. - Work primarily with attorneys in the Financial Services & Capital Markets...

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: - Engage... in sophisticated estate planning and drafting. - Handle trust and estate administration. - Manage estate and gift tax matters. - Conduct charitable planning. - Collaborate with attorneys across various offices within the Financial Services & Capital Markets...

Posted On Jul 07, 26
Full-time Experience : 3-20 yrs required
Practice Area:
Tax - Exempt Organization Tax - General
Practice Area:
Tax - Exempt Organization Tax - General

ideal candidate will have extensive experience advising on tax compliance and governance for Section 501(c) clients on Section 501(c) status and guidance on IRS filings, including Form 1023 and Form on UBTI, private foundation rules, and intermediat......

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