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Tax Private Client Services Jobs in Lago Vista

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United States
Posted On Sep 08, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - Exempt Organization Tax - General
Job Tags:
Asset Protection Energy Estate Planning family Syndication
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - Exempt Organization Tax - General
Job Tags:
Asset Protection Energy Estate Planning family Syndication

wealth strategies, integrating legal, tax, and investment considerations into... as CPAs, wealth advisors, and deal clubs. - Conduct 10-25 client meetings per week, dedicating... approximately one hour per day to client work. - Utilize AI to... proactively solve problems and enhance productiv...

Posted On Sep 03, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Tax - Private Client Services Tax - Controversy and Dispute Resolution Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Tax - Private Client Services Tax - Controversy and Dispute Resolution Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts

Job Title: Private Client Services Associate Attorney... Midlevel Job Responsibilities: The Private Client Services Associate Attorney... with sophisticated estate and tax planning techniques. The primary... responsibilities include: - Creating and administering family offices. - Administering, decanting, and modifying trusts. -...

Posted On Sep 07, 26
Full-time 9 views Experience : 11-20 yrs required
Practice Area:
Tax - Private Client Services
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Practice Area:
Tax - Private Client Services
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Job Title: Managing Director, Tax - Private Client Job... Responsibilities: The Managing Director, Tax - Private Client at... responsible for providing sophisticated tax compliance, consulting, and planning... services responsibilities include: - Delivering tax compliance and advisory services... partnerships, trusts, estates, and private foundations. - Develo...

Posted On Sep 07, 26
Full-time 4 views Experience : Min 5 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: Manager, Tax - Private Client Job... Responsibilities: The Private Client Tax Manager acts as a... integral member of various client service teams. This role... managed by ultra-high net worth clients. The primary responsibilities include: - Providing tax compl...

Posted On Sep 28, 26
Full-time 1 views Experience : 5-5 yrs required
Job Tags:
acquisitions agreements criminal due diligence finance Genetics Harassment LLC mergers ordinances private equity Taxation
Job Tags:
acquisitions agreements criminal due diligence finance Genetics Harassment LLC mergers ordinances private equity Taxation

Job Title: Tax Transaction Advisory Services Manager Job... Responsibilities: The Tax Transaction Advisory Services Manager... delivery of high-quality transaction-related tax services. Key responsibilities include: -... involves planning and coordinating tax due diligence, structuring, and... advisory services for mergers, acquisitions, dispositions,... and restructurings undertake...

Posted On Sep 28, 26
Full-time Experience : 2-2 yrs required
Job Tags:
acquisitions agreements criminal due diligence finance Genetics Harassment LLC mergers ordinances private equity Taxation
Job Tags:
acquisitions agreements criminal due diligence finance Genetics Harassment LLC mergers ordinances private equity Taxation

Job Title: Tax Transaction Advisory Services Senior... Responsibilities: The Senior Associate in Tax Transaction Advisory is instrumental... in executing high-quality transaction-related tax services. Key responsibilities include: -... owning assigned workstreams supporting tax due diligence, structuring, and... services and restructurings undertaken by private equi...

Posted On Sep 09, 26
Full-time 6 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

Job Title: Private Wealth Associate Job Responsibilities: - Engage... and estate and gift tax. - Participate in charitable planning... offices within the Financial Services & Capital Markets strategic... industry group. - Exhibit exceptional judgment in handling multiple projects and articulating legal strategies. - Effectively perform...

Posted On Sep 09, 26
Full-time 8 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. - Demonstrate exceptional judgment and effectively...

Posted On Sep 25, 26
Full-time 20 views Experience : Min 2 yrs required
Practice Area:
Litigation - Financial Services - Defense Litigation - Mergers & Acquisitions/Hostile Takeovers - Defense Litigation - Securities Litigation - Defense
Job Tags:
corporate governance criminal directors emerging companies family Financial Institutions Government hostile takeovers IPO Litigation M&A PCAOB pleadings professional liability Proxy Contests Public Company Accounting Oversight Board Securities Securities Fraud securities litigation stage trials warranty
Practice Area:
Litigation - Financial Services - Defense Litigation - Mergers & Acquisitions/Hostile Takeovers - Defense Litigation - Securities Litigation - Defense
Job Tags:
corporate governance criminal directors emerging companies family Financial Institutions Government hostile takeovers IPO Litigation M&A PCAOB pleadings professional liability Proxy Contests Public Company Accounting Oversight Board Securities Securities Fraud securities litigation stage trials warranty

Title: Associate - Litigation & Trial - Securities and M&A Litigation Job Responsibilities: The associate will be part of the Litigation Department, specifically focusing on Securities and Mergers & Acquisitions (M&A) Litigation. The role involves representing clients in complex and high-stakes disputes,...

Posted On Jul 20, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
40 Act AML asset management capital raising contracts derivatives fund formation hedge funds Insurance Investment Advisers Act of 1940 regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
40 Act AML asset management capital raising contracts derivatives fund formation hedge funds Insurance Investment Advisers Act of 1940 regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

General Counsel – Fund Services ROLE OVERVIEW PURPOSE OF JOB Founded in... managed accounts (SMAs). The innovative platform enables investment managers to create tax-compliant IDFs and SMAs that... seamlessly integrate with insurance company Private Placement Variable Annuity and... Private Placement Life Insurance accou......

Posted On Sep 18, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General Finance - Project Finance Energy - Renewables - Transactional Finance - General Energy and Oil & Gas - General
Job Tags:
Capital Markets credit facilities electricity Energy equity family finance Genetics LLC project finance
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General Finance - Project Finance Energy - Renewables - Transactional Finance - General Energy and Oil & Gas - General
Job Tags:
Capital Markets credit facilities electricity Energy equity family finance Genetics LLC project finance

timely and quality legal services to clients with minimal... supervision. - Provide written and oral legal advice to clients. - Anticipate and guard against legal risks involving the organization. - Work to ensure budget compliance and avoid the need for...

Posted On Sep 15, 26
Full-time 7 views
Job Tags:
agreements due diligence finance M&A private equity restructuring Software special projects
Job Tags:
agreements due diligence finance M&A private equity restructuring Software special projects

Job Title: Tax Manager, Transaction Advisory Services-M&A... Special Projects Job Responsibilities: The Tax Manager, Transaction Advisory Services... and meet or exceed client expectations. This role supports... include: - Participating as a member of multiple client engagement teams, focusing on... due diligence and...

Posted On Sep 15, 26
Full-time 1 views
Job Tags:
appeals Corporate Taxation finance marketing partnerships Software special projects Transfer Pricing
Job Tags:
appeals Corporate Taxation finance marketing partnerships Software special projects Transfer Pricing

Job Title: Tax Senior Manager, Accounting Methods Job... Responsibilities: The Tax Senior Manager in Accounting... Methods is responsible for optimizing federal tax accounting methods for companies,... including private companies identify federal tax benefits and correct federal... tax exposures. The Tax Senior......

Posted On Sep 29, 26
Full-time Experience : 1-8 yrs required
Job Tags:
asset management company policies criminal estates family hedge funds Insurance Partnership partnerships private equity Taxation trusts Venture Capital wealth transfer
Job Tags:
asset management company policies criminal estates family hedge funds Insurance Partnership partnerships private equity Taxation trusts Venture Capital wealth transfer

Senior Manager, Family Enterprise Tax Job Responsibilities: - Serve as a... businesses by delivering strategic tax planning, compliance, and advisory... services. - Lead and oversee complex... individual, gift, estate, trust, partnership, and business tax engagements, including matters involving... family-owned operating businesses, investment structu...

Posted On Sep 18, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

Job Title: Tax Manager – Family Office... Job Responsibilities: As a Tax Manager, you will be... expertise to deliver excellent client service. Your duties will... a full spectrum of tax services. This includes structuring... wealth transfer planning, and tax compliance. - Managing...

Posted On Sep 10, 26
Full-time 1 views 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... financial matters. - Direct tax compliance and consulting services... for multi-generational family and private-equity backed businesses, owner-managed and... gift, estate, and income tax issues for ultra-high net-worth... individuals and families. - Establish meaningf...

Posted On Sep 28, 26
Full-time Experience : Min 10 yrs required
Job Tags:
family partnerships Taxation
Job Tags:
family partnerships Taxation

Job Title: Tax Principal - Private Industries Job... Lead a team of tax and industry professionals to... deliver tax compliance and consulting services.... services to fully meet client needs. - Assume full... responsibility for all services provided to clients in... a...

Posted On Sep 15, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
acquisitions company policies Corporation criminal due diligence equity family Insurance mergers Mergers and Acquisitions Partnership partnerships spectrum Taxation
Job Tags:
acquisitions company policies Corporation criminal due diligence equity family Insurance mergers Mergers and Acquisitions Partnership partnerships spectrum Taxation

Manager, Mergers and Acquisitions Tax Job Title: Manager, Mergers and Acquisitions... Tax Job Responsibilities: - Advise clients on... of corporate and partnership tax services, including planning, research,... delivering due diligence and tax structuring services, while communicating... findings and opportunities to clients. - Execute complex partnership...

Posted On Sep 25, 26
Full-time Experience : Min 5 yrs required
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer

Job Title: Tax Manager, Global Employer Services... - Individual Tax Services, High Net Worth Job... and their advisors. - Lead tax compliance and advisory engagements... involving complex individual income tax matters. - Review individual tax... returns and related deliverables,... when needed. - Build strong client relationships throu...

Posted On Aug 03, 26
Full-time 4 views Experience : 2-15 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

firm seeks a Senior Private Wealth Services Associate for... its Austin, Texas office. This full-time position offers the opportunity to work with a diverse range of clients across various industries, providing sophisticated estate planning and wealth management and draft...

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