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Tax Private Client Services Jobs in Addison

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United States
Posted On Jul 20, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Tax - Federal Tax - State & Local Tax - General Tax - Private Client Services Tax-General Practice (Transaction)
Job Tags:
equity estates Government marketing Software Taxation
Practice Area:
Tax - Federal Tax - State & Local Tax - General Tax - Private Client Services Tax-General Practice (Transaction)
Job Tags:
equity estates Government marketing Software Taxation

Job Title: Tax Associate - TurboTax Store Job... into long-term clients through proactive outreach. - Lead local events with the support of TurboTax, participate in local marketing, and make taxes accessible and approachable. - Provide hands-on tax advice and complete tax... preparation...

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Posted On Sep 06, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
acquisitions agreements directors due diligence family finance Insurance investment bankers LLC M&A mergers Partnership private equity stock purchase agreements Taxation
Job Tags:
acquisitions agreements directors due diligence family finance Insurance investment bankers LLC M&A mergers Partnership private equity stock purchase agreements Taxation

Job Title: Transaction Tax Partner Job Responsibilities: 1. Client Service... full lifecycle of M&A tax engagements, which includes buy-side... and sell-side tax due diligence, tax structuring,... - Complex Structuring: Design tax-efficient structures for mergers, acquisitions,... carve-outs, and reorganizations. This involves handling Section...

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Posted On Sep 01, 26
Full-time 40 views Experience : Min 3 yrs required
Job Tags:
criminal Genetics Harassment ordinances Partnership special projects Taxation
Job Tags:
criminal Genetics Harassment ordinances Partnership special projects Taxation

Title: Senior Associate, Lead Tax Services Job Responsibilities: As a Federal... Tax Senior Associate within the... The responsibilities will encompass tax consulting, which involves conducting... tax research, working with clients... on various tax-related matters, and planning and... executing special projects. The Senior...

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Posted On Sep 01, 26
Full-time 5 views Experience : Min 3 yrs required
Job Tags:
construction criminal Genetics Harassment ordinances Partnership Taxation
Job Tags:
construction criminal Genetics Harassment ordinances Partnership Taxation

Job Title: Senior Tax Associate, Real Estate Job Responsibilities: As... a Senior Tax Associate in the Real... include identifying and implementing tax planning and consulting opportunities... for a diverse client base within the construction... involves participating in the tax planning and consultation process... client...

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Posted On Sep 01, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
construction criminal Genetics Harassment ordinances Partnership special projects Taxation
Job Tags:
construction criminal Genetics Harassment ordinances Partnership special projects Taxation

Job Title: Tax Manager, Real Estate and... Construction Job Responsibilities: As a Tax Manager at the company,... be responsible for providing tax consulting and compliance services... duties will include conducting tax research, collaborating with clients... on tax matters, and implementing special... directly with clients and tax engagement teams, focusing on......

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Posted On Jul 20, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Tax - Federal Tax - General Tax - Private Client Services
Job Tags:
equity estates Government marketing Software Taxation
Practice Area:
Tax - Federal Tax - General Tax - Private Client Services
Job Tags:
equity estates Government marketing Software Taxation

Job Title: Tax Associate - TurboTax Store Job... local events with TurboTax support, participate in local marketing, and make taxes accessible and approachable. - Provide hands-on tax advice and preparation services... for clients, handling simple to complex tax situations such as pe......

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Posted On Aug 12, 26
Full-time 17 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... Responsibilities: - Join the Private Client Services group at... Prepare estate and gift tax returns. - Conduct research, write,... and draft documents with excellence. - Communicate effectively both orally and in writing. - Serve high net worth...

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Posted On Aug 31, 26
Full-time 40 views Experience : Min 2 yrs required
Job Tags:
criminal estates family finance H-1B LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B LLC private client trusts Visa wealth transfer

Senior Tax Associate – Private Client... Services ID 2025-6728... the Boundless Horizons of Tax, Valuation, and Business Expertise... into the world of Tax, Valuation, and Business Advisory.... global presence among professional services organizations. You'll embark on... a journey...

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Posted On Aug 20, 26
Full-time 10 views Experience : 5-5 yrs required
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer

Private Client Services - Tax Manager Job Responsibilities: As a Tax... Manager in the Private... Client providing personal and private tax advice and compliance support... families, and owners of private wealth. You will be... the delivery of tailored tax advice and compliance solu......

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Posted On Aug 27, 26
Full-time Experience : Min 5 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 Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... Client is responsible for providing tax compliance and consulting services... Key responsibilities include managing tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities.......

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Posted On Aug 05, 26
Full-time 1 views Experience : 4-4 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Job Title: Tax Manager - Private Client... Services Job Responsibilities: Managers in the Private Client Services (PCS) practice... are responsible for overseeing multiple engagement teams that cater to a diverse array of sophisticated clients. These clients may include some of the wealthiest...

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Posted On Sep 09, 26
Full-time 7 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: -... protection and gift and estate tax issues. - Deliver high-quality, personalized... legal services with strong attention to... detail. - Collaborate primarily with attorneys in the Financial Services & Capital Markets business... unit. - Demonstrate exceptional judgm...

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Posted On Sep 09, 26
Full-time 14 views Experience : 4-8 yrs required 1 applications
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: - The... Private Wealth Associate will engage... administration, estate and gift tax, and charitable planning. - The... offices within the Financial Services & Capital Markets strategic... industry group. - The candidate is expected to demonstrate exceptional judgment,...

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Posted On Aug 30, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Corporate - Contract Law Corporate - M&A Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General Corporate - Private Equity Tax - M&A and Transactions Tax - Federal Tax - State & Local Energy - Renewables - Transactional Tax - General Energy and Oil & Gas - General
Job Tags:
agreements Americans with Disabilities Act Battery Energy energy tax credits equity Harassment Insurance insurance coverage ITC Litigation LLC M&A Partnership project development
Practice Area:
Corporate - Contract Law Corporate - M&A Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General Corporate - Private Equity Tax - M&A and Transactions Tax - Federal Tax - State & Local Energy - Renewables - Transactional Tax - General Energy and Oil & Gas - General
Job Tags:
agreements Americans with Disabilities Act Battery Energy energy tax credits equity Harassment Insurance insurance coverage ITC Litigation LLC M&A Partnership project development

Mid-Level Energy and Transactional Tax Associate to Counsel Job... clients on federal income tax aspects of renewable energy... investors, and lenders on tax credit transferability, direct pay,... and credit monetization strategies. - Analyze and apply complex provisions of the Internal...

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Posted On Sep 10, 26
Full-time Experience : Max 12 yrs required
Practice Area:
Tax - M&A and Transactions Tax - Federal 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:
Tax - M&A and Transactions Tax - Federal 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

Job Title: Tax Associate, Mergers and Acquisitions... Tax - JD/LLM Job Responsibilities: - Structure... the tax aspects of domestic and... IPOs. This includes drafting tax opinions, memos, structure decks,... models that illustrate the tax benefits of alternative structures. -... Perform tax due diligence to identify... tax...

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Posted On Sep 07, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Corporate - Private Equity Corporate - M&A Corporate - General
Job Tags:
acquisitions agreements due diligence equity finance IP Litigation M&A portfolio company private equity stage
Practice Area:
Corporate - Private Equity Corporate - M&A Corporate - General
Job Tags:
acquisitions agreements due diligence equity finance IP Litigation M&A portfolio company private equity stage

Title: Associate - Corporate (M&A/Private Equity) Job Responsibilities: - Draft, review, and negotiate principal transaction documents such as acquisition agreements, equity documents, and ancillary documents while coordinating input across deal teams. - Manage and execute due diligence processes, including identifying and escalating issues...

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Posted On Sep 07, 26
Full-time 4 views Experience : Min 4 yrs required
Job Tags:
Affirmative Action artificial intelligence banking Estate Planning estates family fiduciary Investment Banking investment management lending marketing private client restructuring Securities shareholders trusts wealth management
Job Tags:
Affirmative Action artificial intelligence banking Estate Planning estates family fiduciary Investment Banking investment management lending marketing private client restructuring Securities shareholders trusts wealth management

Asset & Wealth Management, Private Wealth Management, Family Office,... working at the intersection of Wealth Strategy, Artificial Intelligence, and Client Service. - Leverage artificial... intelligence and professional expertise to accurately summarize and reflect client estates into published reports.... - Demonstra...

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Posted On Aug 31, 26
Full-time Experience : Min 2 yrs required
Job Tags:
agreements due diligence M&A Mergers and Acquisitions private equity restructuring Software Taxation
Job Tags:
agreements due diligence M&A Mergers and Acquisitions private equity restructuring Software Taxation

Job Title: Tax Senior, Transaction Advisory Services... (M&A) Job Responsibilities: The Tax Senior, Transaction Advisory Services... and meet or exceed client expectations, while supporting the... the national Transaction Advisory Services Tax strategy. Key responsibilities... include:... - Participating in due diligence and...

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Posted On Aug 18, 26
Full-time 30 views Experience : 2-4 yrs required
Job Tags:
financial products health benefits hedge funds Insurance Investment Partnerships Partnership private equity Taxation
Job Tags:
financial products health benefits hedge funds Insurance Investment Partnerships Partnership private equity Taxation

Tax Senior Associate - Financial... Services Job Category: Tax Requisition Number: TAXIN001747 ... Posting Details Posted: February 23, 2024 Full-Time Locations Showing more locations Houston, TX Dallas, TX Job Details Description...

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Posted On Aug 18, 26
Full-time 17 views Experience : Min 2 yrs required
Job Tags:
health benefits Insurance M&A private equity
Job Tags:
health benefits Insurance M&A private equity

Friendly Job Title: Transaction Tax Senior Associate at **Members Only.**... Team as a Transaction Tax Senior Associate H2:... Workplace Culture - Transaction Tax Senior Associate: A Key... Role in M&A Transactions - Qualifications and Benefits at **Members Only.**: Investing in Our...

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