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Tax Private Client Services Jobs in Lafayette

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United States
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

Job Title: Tax Attorney – Nonprofit &... Tax-Exempt Organization Job Responsibilities: The Tax Attorney... for Nonprofit & Tax-Exempt Organization at the law... services to nonprofit and tax-exempt clients. The primary duties... include: Nonprofit Tax Advisory & Compliance: - Advising... nonprofit and tax-exempt clients on Section 501(c)......

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 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

Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: - Lead and manage tax and consulting engagements, teaching... and address client needs, tax planning, and consulting opportunities. -... Serve as the primary client contact, providing executive presence... and resolutions. - Review complex tax returns for individuals, trusts,......

Posted On Aug 31, 26
Full-time 1 views Experience : Min 7 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 Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... Private Client Services (PCS) division... is tasked with leading tax and consulting engagements by... are responsible for providing tax compliance and consulting services... to high net-worth clients......

Posted On Sep 06, 26
Full-time 1 views
Job Tags:
finance Software Taxation
Job Tags:
finance Software Taxation

Job Title: Tax Experienced Senior, Core Tax... Services - Corporate/ASC 740... Focus Job Responsibilities: A Tax Experienced Senior, Core Tax... Services is tasked with... of responsibilities centered around tax compliance and advisory functions.... Key duties include: - Tax Compliance: Ensure clients adhere... tax...

Posted On Sep 10, 26
Full-time Experience : 5-8 yrs required
Job Tags:
company policies criminal equity family Insurance
Job Tags:
company policies criminal equity family Insurance

Job Title: Tax Manager or Senior Manager... - Family Office Job Responsibilities: - financial matters. - Direct tax compliance and consulting services... for multi-generational family and private-equity backed businesses, owner-managed businesses,... gift, estate, and income tax issues for ultra-high net-worth......

Posted On Sep 06, 26
Full-time Experience : 2-5 yrs required
Job Tags:
finance Software Taxation
Job Tags:
finance Software Taxation

Job Title: Tax Senior, Core Tax Services... Focus Job Responsibilities: - Tax Compliance: - Ensures... authorities while minimizing their tax and reporting burdens. ... client policies, standards, and the Tax Quality Manual (TQM). ... projects by planning the tax process and procedures to......

Posted On Sep 10, 26
Full-time 7 views Experience : 5-8 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

Title: Manager or Senior Manager, Tax - SALT Asset Management Job... fund, fund to funds, private equity, real estate) with... state and local tax compliance. - Work as part... of a multi-disciplinary team helping presented on state income tax returns before, during, and......

Posted On Sep 11, 26
Full-time 2 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: -... Complex drafting, research, and tax analysis to support private... wealth management. - Project management... client of gift and estate tax returns to comply with......

Posted On Sep 03, 26
Full-time 2 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

Job Title: 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...

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

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 tax matters. Key responsibilities include: -... Advising high-net-worth individuals, families, and entrepreneurial businesses on tax-efficient ownership...

Posted On Sep 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... preparing estate and gift tax returns, which is preferred... but not mandatory. - The candidate will serve high net worth clientele, requiring professionalism, judgment, and...

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

Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: - Manages tax and consulting engagements, identifying... and addressing client needs, tax planning, and consulting opportunities. -... Acts as the primary client contact, providing executive presence... foundation, partnership, and gift tax returns, providing written and......

Posted On Aug 27, 26
Full-time 1 views 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

Job Title: Tax Managing Director, Private Client... Job Responsibilities: A Tax Managing Director in the... Private tasked with providing high-level tax compliance and consulting services... This role involves leading tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities.......

Posted On Sep 07, 26
Full-time 2 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

Job Title: Senior Manager, Tax - Private Client Job Responsibilities: -... Provide tax compliance and advisory services... 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 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 Jul 21, 26
Full-time 60 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
branding marketing private client Software
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
branding marketing private client Software

Senior Attorney The candidate must have a experience in the area of Private Client Services....

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: -... and gift and estate tax issues. - Work primarily with... attorneys in the Financial Services & Capital Markets business... unit. - Deliver high-quality, personalized service with strong attention to detail. - Articulate legal strategies and courses...

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... Manage estate and gift tax matters. - Conduct charitable planning. -... offices within the Financial Services & Capital Markets strategic... industry group. - Articulate legal strategies and courses of action effectively. - Handle multiple projects efficiently under...

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 to illustrate the tax benefits of alternative structures.... - Perform tax due diligence to identify... tax...

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