Private Client Jobs in Woodinville

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United States
Full-time 1 views Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store Job Responsibilities: - Act as a proactive community ambassador by representing TurboTax locally, engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. - Lead local events with TurboTax support, participate in...

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Full-time Experience : Min 4 yrs required

Company's Corporate, External, and Legal Affairs (CELA) organization is seeking an experienced, highly motivated attorney to join the employment legal team as Principal Corporate Counsel. Job Title Principal Corporate Counsel Job Responsibilities The Principal Corporate Counsel will be responsible for: - Proactively...

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Posted On Sep 14, 26
Full-time 3 views Experience : 1-2 yrs required

structures: Collaborate closely with private equity deal teams to... understand deal anatomy, identify counterparties, and conduct risk analysis with a focus on anti-money laundering (AML), bribery, financial crime, and reputational exposure. - Unpack complex entity ownership: Review ownership and control structures...

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

Job Title: Private Client Services Associate Attorney... - Midlevel Job Responsibilities: The role of a Private Client Services Associate Attorney... at the law firm involves working with a nationally recognized team that specializes in various aspects of estate and tax...

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Posted On Jul 13, 26
Full-time 1 views Experience : Min 5 yrs required

business through proactive, strategic business development. - Manage and deepen client relationships following acquisition. - Monitor... market trends and participate in ongoing investment strategy discussions. - Meet or exceed revenue targets set for client acquisition. - Design and deliver... tailored client service and planni...

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Posted On Sep 07, 26
Full-time 18 views

Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will involve tax consulting and tax return preparation duties. This includes tax research, tax planning, and the preparation of supporting digital work papers for...

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Full-time 2 views Experience : 4-6 yrs required

Job Title: Private Client Services Associate Attorney... the law firm's national Private Client Services Group. The... primary responsibilities include: - Assisting individuals and families with sophisticated estate and tax planning techniques. - Creating and administering family offices. - Administering, decanting,...

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Full-time 3 views

irrevocable trusts, ILITs, GRATs, IDGTs, SLATs, family limited partnerships/LLCs, and other complex planning instruments. - Advise clients, families, closely-held businesses, private foundations, and fiduciaries. -... Collaborate with professional advisors and other advanced estate planning attorneys from other jurisdictions on soph...

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Full-time 18 views Experience : Min 5 yrs required

Job Title: Private Client Services Mid-Level Associate Job... Responsibilities: The Private Client Services Mid-Level Associate... is responsible for providing legal services related to estate planning, probate, and trust and estate administration. Key responsibilities include: - Preparing estate and gift tax returns. - Conducting legal...

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Posted On Sep 14, 26
Full-time 6 views Experience : 12-18 yrs required

Job Title: Private Client Advisor II Job Responsibilities:... The role of Private Client Advisor II involves... acquiring new clients, deepening client relationships, and expanding both... include: - Leading the Client Management Process and collaborating... Client the full array of Private Bank and bank capabilities......

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 12 yrs required

Job Title: Private Client Advisor II Job Responsibilities:... The role of the Private Client Advisor II is... acquire new clients, deepen client relationships, and build a... This position leads the Client Management Process and collaborates... client the full array of Private Bank and bank capabilities.......

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Posted On Jul 07, 26
Full-time 2 views Experience : Min 1 yrs required

role in supporting the Private Client Services group. The... responsibilities include assisting litigation paralegals with all phases of litigation case support, which encompasses document and information management, discovery, and trial support. The assistant is tasked with organizing and maintaining case...

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Full-time 10 views Experience : 3-5 yrs required

Title: Midlevel Corporate M&A Associate Job Responsibilities: The Midlevel Corporate M&A Associate will be part of the Corporate M&A team and will be responsible for a variety of tasks that include but are not limited to: - Drafting, reviewing, and negotiating merger agreements,...

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Full-time 32 views Experience : 2-4 yrs required

legal expertise in high-profile and complex mergers and acquisitions. This includes representing Fortune 500 companies, private equity firms, investment banks,... and privately-held companies. The attorney will handle both domestic and cross-border transactions on both the buy and sell-side. Key...

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Full-time 1 views Experience : 2-11 yrs required

administration to join their Private Client Services Group in... Bellevue, WA. The ideal candidate will possess strong academic credentials and excellent communication skills. An . in tax is preferred but not individuals and families with estate and tax planning...

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