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Tax Private Client Services Jobs in Marlboro

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United States
Posted On Aug 13, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer

including various trusts and private foundations. - Advise on estate,... gift, and generation-skipping transfer (GST) tax strategies, focusing on multi-generational... wealth transfer and dynasty trust structures. - Oversee trust and estate administration, which includes probate, fiduciary compliance, post-mortem tax planning, and...

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Posted On Sep 18, 26
Full-time 2 views Experience : 7-10 yrs required
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax M&A operating agreements Partnership partnerships Taxation trusts wealth transfer Wills
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax M&A operating agreements Partnership partnerships Taxation trusts wealth transfer Wills

estate planning, wealth transfer strategies, and trust administration. - Develop tax-efficient estate and business succession... plans, including trusts, family partnerships, and charitable structures. - Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax considerations. - Counsel clients ......

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse

Job Title: Senior Counsel Private Bank Internal Revenue Code... and Employee Retirement Income Security Act Job Responsibilities: - Provide expert advice to operations and sales personnel regarding applicable laws, including the Internal Revenue Code, Employee Retirement Income Security Act of 1974 (ERISA),...

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Posted On Sep 05, 26
Full-time 51 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal data privacy Estate and Trust Estate Planning gift tax insurance coverage ordinances Partnership pension Privacy private client Software title
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal data privacy Estate and Trust Estate Planning gift tax insurance coverage ordinances Partnership pension Privacy private client Software title

H1: Legal Assistant - Private Client Services - Philadelphia... Philadelphia, PA Practice Area: Private Client Services Job... Title: Legal Assistant - Private Client Services Salary: Competitive... Summary: - Performs secretarial and administrative duties for legal professionals in Private Cl...

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Posted On Sep 05, 26
Full-time 9 views Experience : 7-7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust estate tax estates fiduciary Financial Institutions gift tax insurance coverage pension Privacy private client Probate Software title trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust estate tax estates fiduciary Financial Institutions gift tax insurance coverage pension Privacy private client Probate Software title trusts

JOB TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: Philadelphia OVERVIEW: Law... today’s evolving global markets. SUMMARY: The Philadelphia office of the law firm is seeking a full-time experienced paralegal to join the Private Client Services (PCS) practice... group. The ideal candidate will possess...

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Posted On Sep 15, 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

Tax Senior Manager, Private Client... Services Job Description Job Summary: The Private Client Services at the... and others with complex tax and financial structures. The... in all aspects of estate, income, gift, and trust tax consulting and compliance, as... well as charitable giving,...

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Posted On Sep 23, 26
Full-time 6 views Experience : 2-15 yrs required
Job Tags:
family Financial Institutions private client special projects Taxation
Job Tags:
family Financial Institutions private client special projects Taxation

Job Title: Tax Partner - Private Client... Services (PCS) Job Responsibilities: - Serve as... businesses by leading complex tax compliance and consulting engagements... on federal, state, and local tax returns, ensuring technical excellence... and risk management. - Proactively advise clients on tax plannin...

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Posted On Sep 15, 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: - Manage tax and consulting engagements, utilizing... and address client needs, tax planning, and consulting opportunities. -... gather necessary information for tax return preparation. - Review individual,... foundation, partnership, and gift tax returns, providing written and......

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Posted On Sep 28, 26
Full-time 1 views Experience : Min 2 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, Private Client Services Job... Responsibilities: A Tax Senior in the Private... Client Services department is responsible... for providing tax compliance and consulting services... to high net-worth clients.... The role requires utilizing educational background, professional experience, and a combination...

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Posted On Sep 09, 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... Services Job Responsibilities: - Leads tax and consulting engagements while... teaching team members skills necessary for identifying and addressing client needs, tax planning, and consulting opportunities. -... acts as the primary client contact for preparation and......

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Posted On Sep 25, 26
Full-time 2 views Experience : 1-2 yrs required
Job Tags:
Estate and Trust Estate Planning estate tax estates gift tax insurance coverage pension Privacy private client title
Job Tags:
Estate and Trust Estate Planning estate tax estates gift tax insurance coverage pension Privacy private client title

Estates and Trust Coordinator Department: Private Client Services Overview: The law... presented by today’s evolving global markets. Summary: The Private Client Services team at... the law firm offers complex and sophisticated estate planning and estate and trust administration services to individuals, charitable org......

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Posted On Sep 08, 26
Full-time 2 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax Insurance private client Probate Taxation
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax Insurance private client Probate Taxation

Job Title Private Client Associate Job Responsibilities... The Private Client Associate will be... administration along with transfer tax matters. The position requires... working with high-net-worth individuals, families, fiduciaries, and closely held businesses. The Associate will collaborate with attorneys across various...

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Posted On Sep 10, 26
Full-time 3 views Experience : 5-5 yrs required
Job Tags:
company policies criminal family Insurance
Job Tags:
company policies criminal family Insurance

Job Title: Manager, Business Tax Services - Private Clients Job... accountable for delivering high-quality tax service and advice. - Play... the company's private client tax practice, focusing on ultra-high... of complex individual income tax, gift, estate, and trust... returns for ultra-high net-worth...

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Posted On Sep 23, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Tax - International
Job Tags:
acquisitions agreements divestitures due diligence emerging technologies Energy Financial Institutions Fringe Benefits M&A private equity reorganization
Practice Area:
Tax - International
Job Tags:
acquisitions agreements divestitures due diligence emerging technologies Energy Financial Institutions Fringe Benefits M&A private equity reorganization

Title: Director, Corporate Transaction Tax & Advisory, EMEA (CTTA)... delivery of complex international tax planning and transaction advisory... - Advise on the tax implications of global separations,... carve-outs, divestitures, acquisitions, reorganizations, and post-merger integration initiatives, focusing on EMEA structuring and...

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Posted On Sep 10, 26
Full-time 2 views Experience : Max 1 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 14, 26
Full-time 17 views Experience : Min 10 yrs required
Practice Area:
Tax - M&A and Transactions Tax - Federal
Job Tags:
acquisitions asset purchase agreements directors finance M&A marketing mergers Mergers and Acquisitions restructuring Software special projects stock purchase agreements Taxation
Practice Area:
Tax - M&A and Transactions Tax - Federal
Job Tags:
acquisitions asset purchase agreements directors finance M&A marketing mergers Mergers and Acquisitions restructuring Software special projects stock purchase agreements Taxation

Transaction Advisory Services (M&A Tax) Job Responsibilities: The Managing Director within... Group in Transaction Advisory Services is tasked with advising... on . federal income tax issues related to mergers... client contact for technical tax work, focusing on structuring... and restructuring, consolidated return...

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Posted On Jul 28, 26
Full-time 4 views Experience : 4-7 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
40 Act Affirmative Action agreements asset management credit facilities Domestic Violence ERISA family fund formation LLC Partnership private equity Securities special projects spectrum stalking
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
40 Act Affirmative Action agreements asset management credit facilities Domestic Violence ERISA family fund formation LLC Partnership private equity Securities special projects spectrum stalking

Job Title: Private Funds Attorney Job Responsibilities: - Oversee... separately managed accounts. This includes documents such as limited partnership agreements, LLC agreements, subscription agreements, private placement memoranda, and other... ancillary documents. - Collaborate with structuring and product development teams to advise on struc...

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Posted On Sep 01, 26
Full-time 7 views Experience : 1-3 yrs required
Practice Area:
Corporate - M&A Corporate - Venture Capital/Emerging Companies Corporate - Private Equity Electric Power - Transactional Energy and Oil & Gas - Transactional Energy - Renewables - Transactional Corporate - General Energy and Oil & Gas - General
Job Tags:
contracts corporate transactions developers Energy equity Financial Institutions Insurance Joint Ventures M&A Mergers and Acquisitions project development project finance trials
Practice Area:
Corporate - M&A Corporate - Venture Capital/Emerging Companies Corporate - Private Equity Electric Power - Transactional Energy and Oil & Gas - Transactional Energy - Renewables - Transactional Corporate - General Energy and Oil & Gas - General
Job Tags:
contracts corporate transactions developers Energy equity Financial Institutions Insurance Joint Ventures M&A Mergers and Acquisitions project development project finance trials

Title Corporate Energy Associate (Multi-Office) Job Responsibilities As a Corporate Energy Associate at the law firm, the responsibilities will vary based on the level of experience and specific practice group. The primary duties include: - Legal Research: Conduct thorough and comprehensive legal research and...

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Posted On Sep 23, 26
Full-time 2 views Experience : 1-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

Senior Manager - International Tax (Individuals) Job Responsibilities: - Review international... tax compliance forms and collaborate... with a dedicated international tax team. - Prepare analysis and... positions. - Collaborate with the Private Client Services and Trust... & Estate groups on cross-border matters for individuals...

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Posted On Sep 15, 26
Full-time 1 views
Job Tags:
finance hedge funds partnerships private equity Software Taxation Venture Capital
Job Tags:
finance hedge funds partnerships private equity Software Taxation Venture Capital

Job Title: Tax Manager, Alternative Investments Job Responsibilities: Tax... authorities while minimizing their tax and reporting burdens. - Ensure... self and client service teams comply with... standards, and the BDO Tax Quality Manual. - Apply understanding... of client’s unique circumstances and prepare required filings...

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