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Tax Private Client Services Jobs in Lakewood

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United States
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 Sep 15, 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 4 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 2 views 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...

Posted On Sep 01, 26
Full-time 1 views
Job Tags:
acquisitions divestitures due diligence equity M&A private equity
Job Tags:
acquisitions divestitures due diligence equity M&A private equity

Title: or Senior Manager, M&A Tax Job Responsibilities: Client Leadership & Relationship... Develop and maintain strong client relationships, acting as a... trusted advisor on transaction-related tax matters. - Lead multiple engagements... scope, timelines, budgets, and client expectations. - Identify opportunities to... expand client relationships...

Posted On Sep 01, 26
Full-time Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

Job Title: ISP Senior Tax Manager, High-Net Worth Job Responsibilities: -... related entities on complex tax matters, including income tax... planning, estate and gift... opportunities. - Lead the review and sign-off of complex ultra-high-net-worth individual and family office tax compliance engagements, ensuring techni......

Posted On Sep 15, 26
Full-time 1 views
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing

Job Title: Tax Managing Director, Core Tax... Services - Corporate/ASC 740... Focus Job Responsibilities: The Tax Managing Director is tasked... advising clients on the tax implications of their business... alternative actions to mitigate tax burdens and compliance costs... methods of adhering to tax regulations. The Tax Managing......

Posted On Sep 15, 26
Full-time 5 views Experience : Min 10 yrs required
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing

Job Title: Tax Managing Director, Core Tax... Services - Corporate/ASC 740... Focus Job Responsibilities: The Tax Managing Director is tasked... advise clients on the tax implications of their business... alternative actions to minimize tax burdens and compliance costs,... methods for complying with tax regulations, and acting as... tax...

Posted On Sep 15, 26
Full-time 3 views Experience : Min 10 yrs required
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing

Job Title: Tax Managing Director, Core Tax... Services - Corporate/ASC 740... Focus Job Responsibilities: The Tax Managing Director is entrusted... to clients regarding the tax implications of their business... alternative actions to reduce tax burdens and compliance costs,... methods of complying with tax regulations, and serving as... tax...

Posted On Sep 15, 26
Full-time 3 views Experience : Min 2 yrs required
Job Tags:
acquisitions Affirmative Action due diligence M&A marketing mergers Mergers and Acquisitions private equity restructuring Taxation
Job Tags:
acquisitions Affirmative Action due diligence M&A marketing mergers Mergers and Acquisitions private equity restructuring Taxation

Mergers & Acquisitions (M&A) Tax Job Responsibilities: - Assist... - Directly collaborate with client leaders and work alongside... private equity firms, strategic clients,... to perform buy-side and sell-side due diligence as well as other M&A tax activities. - Conduct analytica......

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... - Family Office Job Responsibilities - Serve financial matters. - Direct tax compliance and consulting services... for multi-generational family and private-equity backed businesses through to... gift, estate, and income tax issues for ultra-high net-worth......

Posted On Sep 22, 26
Full-time 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

law firm seeks a Private Wealth Associate for their... administration, estate and gift tax, and charitable planning. Candidates... in Dallas, Kansas City, Los Angeles, Milwaukee, Nashville, or St. Louis are strongly with attorneys across various offices in the Financial...

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