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Tax Private Client Services Jobs in Lancaster

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United States
Posted On Sep 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 Sep 14, 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 Sep 22, 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 Sep 15, 26
Full-time 1 views 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 Sep 14, 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 1 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 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 3 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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Attorney II

In-House • **Members Only** Dallas, TX

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Posted On Sep 17, 26
Full-time 12 views
Practice Area:
Corporate Corporate - Asset/Investment Management Corporate - Compliance Corporate - Contract Law Corporate - General Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Corporate - Technology Transactions Corporate - Venture Capital/Emerging Companies Government Administrative Law Democratic/Republican Party Representation Government - General
Practice Area:
Corporate Corporate - Asset/Investment Management Corporate - Compliance Corporate - Contract Law Corporate - General Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Corporate - Technology Transactions Corporate - Venture Capital/Emerging Companies Government Administrative Law Democratic/Republican Party Representation Government - General

AND AIR FORCE EXCHANGE SERVICE - ATTORNEY II (BUSINESS) JOB ID: C1-000894-2026 Location:          United States - Texas - AAFES Headquarters (Dallas)                          3911 S. Walton Walker Boulevard, Dallas, TX 75236 Regular Full Time...

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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 Sep 15, 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 Sep 14, 26
Full-time 1 views Experience : Max 1 yrs required
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 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 Multiple... 2027 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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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... businesses by delivering strategic tax planning, compliance, and advisory... services. - Lead and oversee... individual, gift, estate, trust, partnership, and business tax engagements, including matters involving... family-owned operating businesses, investment str...

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Posted On Sep 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 Sep 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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Posted On Sep 23, 26
Full-time 7 views Experience : 4-10 yrs required
Job Tags:
agreements due diligence family Financial Institutions Partnership partnerships private equity real estate acquisition REITs restructuring S Corporations trusts
Job Tags:
agreements due diligence family Financial Institutions Partnership partnerships private equity real estate acquisition REITs restructuring S Corporations trusts

Job Title: Tax Senior Manager – Real... of various federal income tax issues, focusing on real... estate tax, partnerships, REITs, S corporations,... Perform transactional analysis and tax structuring related to the... and REIT/blocker structures. - Manage REIT tax structuring...

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Posted On Sep 15, 26
Full-time 7 views Experience : Min 5 yrs required
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... Projects Job Responsibilities: The Tax Manager in the Transaction... Advisory Services (TAS) for M&A Special... and meeting or exceeding client expectations. The responsibilities include: -... a member of multiple client engagement teams, involved in......

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Posted On Sep 18, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
developers Domestic Violence family Harassment homebuilders Mergers and Acquisitions Partnership partnerships private equity REITs spectrum Taxation trusts Visa
Job Tags:
developers Domestic Violence family Harassment homebuilders Mergers and Acquisitions Partnership partnerships private equity REITs spectrum Taxation trusts Visa

Job Title: Tax Manager - Real Estate Job... around 10-20% of your time to this responsibility. - Provide detailed review and analysis of complex tax returns, which will take... up to 35% of your time. - Work on multiple complex issues while communicat...

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