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Private Client Jobs in Wisconsin

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United States
Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Business Tax Services - Private Tax - Wealth Tax... Responsibilities: As a Manager in Private Tax at the company,... providing sophisticated personal and private tax advice and compliance... support to high-net-worth individuals, business owners, and their families. Key responsibilities include: - Leading...

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Posted On Sep 08, 26
Full-time 1 views Experience : 8-8 yrs required
Job Tags:
acquisitions asset management criminal divestitures hedge funds Immigration Insurance M&A mergers Mergers and Acquisitions Mutual Funds partnerships portfolio companies portfolio company private equity restructuring stage
Job Tags:
acquisitions asset management criminal divestitures hedge funds Immigration Insurance M&A mergers Mergers and Acquisitions Mutual Funds partnerships portfolio companies portfolio company private equity restructuring stage

Job Title: Private Equity Mergers & Acquisitions... a Senior Manager in Private Equity Mergers & Acquisitions... value through inorganic growth and value creation. Your responsibilities will include: - Partnering with private equity clients to evaluate... their portfolios and engage in buy-...

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Posted On Sep 09, 26
Full-time 1 views Experience : 1-5 yrs required
Practice Area:
Education - Districts, School Boards, Teachers Education - Higher Education Municipal Law Transactions - Land Use, Employment, etc. Municipal Law - Litigation - Defense Education - General
Job Tags:
Employment Law Estate Planning higher education Litigation spectrum trusts
Practice Area:
Education - Districts, School Boards, Teachers Education - Higher Education Municipal Law Transactions - Land Use, Employment, etc. Municipal Law - Litigation - Defense Education - General
Job Tags:
Employment Law Estate Planning higher education Litigation spectrum trusts

education institutions, municipalities, and private/non-profit entities. The role involves... handling a broad spectrum of transactional and litigation matters. The responsibilities include: - Collaborating with educational institutions and municipalities to address their legal needs. - Engaging in both transactional legal work and...

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Posted On Sep 09, 26
Full-time 1 views Experience : 5-9 yrs required
Job Tags:
banking criminal Estate and Trust family Financial Institutions health insurance Insurance investment management Water
Job Tags:
banking criminal Estate and Trust family Financial Institutions health insurance Insurance investment management Water

planning for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients to help them meet their long-term financial goals. This role involves collaboration with other planning professionals and Relationship Managers, such as Private Bankers, Investment Counsellors, and... I...

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Posted On Aug 27, 26
Full-time 1 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

and manage various large-scale projects while innovating and streamlining operational processes. Your role will involve assuring project success through senior-level client interactions and leveraging your... influence, specialized knowledge, and network to deliver quality results. Key responsibilities include: - Overseeing and manag...

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Posted On Aug 26, 26
Full-time 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

to solve problems and provide sustained outcomes for clients. - Analyze intricate issues and mentor team members. - Maintain excellence in deliverables. - Build and nurture client relationships. - Develop a thorough... understanding of business contexts. - Navigate complex situations to enhance personal brand. - Demonst...

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Posted On Aug 26, 26
Full-time 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 Job Responsibilities: - Lead large... projects and innovate processes for operational excellence within the Tax Compliance team. - Interact with clients at a senior level to drive project success and ensure alignment with organizational goals. - Leverage influence,...

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Posted On Aug 26, 26
Full-time Experience : Min 8 yrs required
Job Tags:
equity Ethics family finance H-1B stage wealth management
Job Tags:
equity Ethics family finance H-1B stage wealth management

Title: Tax Director - Private Companies Job Responsibilities: - Lead the... and implementation of impactful private company services. - Set strategic... significant decisions. - Maintain executive-level client relationships and shape client... engagements to ensure business... growth. - Mentor and develop future leaders within the organization. -...

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Posted On Aug 26, 26
Full-time 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

effective work environment. - Manage client service accounts and engagement... Solve and analyze complex problems, adopting a practical and holistic approach for private companies. - Thrive in environments... with complex transactions that require an advanced level of sophistication. - Lead contract maintenance a...

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Posted On Aug 24, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - Contract Law Corporate - General
Job Tags:
agreements asset management banking brokers Capital Markets Commercial Contracts contracts Cybersecurity Ethics finance Financial Institutions Government investment management lending pension public law Securities special projects title
Practice Area:
Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - Contract Law Corporate - General
Job Tags:
agreements asset management banking brokers Capital Markets Commercial Contracts contracts Cybersecurity Ethics finance Financial Institutions Government investment management lending pension public law Securities special projects title

Senior Legal Counsel Job Responsibilities The Senior Legal Counsel at the organization will join a highly collaborative and experienced in-house legal team. This team specializes in asset management and operates at the intersection of public service and sophisticated global financial markets. The...

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Posted On Aug 24, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
acquisitions agreements Contractual Obligations divestitures due diligence equity finance Insurance IP M&A Partnership Privacy
Practice Area:
Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
acquisitions agreements Contractual Obligations divestitures due diligence equity finance Insurance IP M&A Partnership Privacy

Title: M&A Counsel Job Responsibilities: As the M&A Counsel, you will serve as the primary legal partner supporting corporate development and strategic growth initiatives, guiding transactions from inception through closing and post-transaction integration. You will collaborate with various departments such as Corporate...

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Posted On Aug 23, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary FINRA Insurance OFAC pension stage wealth management wealth transfer
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary FINRA Insurance OFAC pension stage wealth management wealth transfer

tasked with collaborating with Private Wealth Advisors to cultivate... and establish new client relationships, typically with individuals... $10 million, within the Private Wealth Management sector. The... a pivotal role in client discovery and works alongside... wealth management specialists to enhance...

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Posted On Aug 20, 26
Full-time 1 views
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

Job Title: Tax Manager, Private Client Services Job Responsibilities: A Tax... Manager in the Private Client Services at the... This role involves managing tax and consulting engagements, identifying client needs, and exploring tax... planning and consulting opportunities. The Tax Manager directly...

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Posted On Aug 20, 26
Full-time 2 views
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: A Tax... Senior Manager within the Private Client Services (PCS) at... include managing tax and consulting engagements, identifying and addressing client needs, and exploring tax... planning and consulting opportunities. The role requires...

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Posted On Aug 20, 26
Full-time 1 views Experience : Min 2 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

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

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Posted On Aug 20, 26
Full-time 1 views Experience : Min 3 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 Experienced Senior, Private Client Services Job Responsibilities: A Tax... Experienced Senior in Private Client Services is responsible... for leveraging their educational background and professional experience to offer tax compliance and consulting to identify and address client needs, tax planning, and......

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Posted On Aug 20, 26
Full-time 1 views
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

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

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Posted On Aug 24, 26
Full-time 1 views Experience : 2-15 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General

on . and cross-border mergers and acquisitions, with an emphasis on private equity-driven transactions. The position... offers the opportunity to work on sophisticated matters as part of a collaborative national clients in complex corporate M&A transactions, including acquisitions, divestit...

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