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Tax Private Client Services Jobs in Mequon

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United States
Posted On Sep 23, 26
Full-time 23 views Experience : Min 3 yrs required
Practice Area:
Corporate - General Tax - Private Client Services Tax - M&A and Transactions Tax-General Practice (Transaction) Tax - Employee Benefits & Executive Compensation Tax - Federal Employment Law - General Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
banking Business Law civil litigation construction creditors Estate Planning estates Family Law inheritance Insurance Labor and Employment Litigation Mergers and Acquisitions shareholders
Practice Area:
Corporate - General Tax - Private Client Services Tax - M&A and Transactions Tax-General Practice (Transaction) Tax - Employee Benefits & Executive Compensation Tax - Federal Employment Law - General Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
banking Business Law civil litigation construction creditors Estate Planning estates Family Law inheritance Insurance Labor and Employment Litigation Mergers and Acquisitions shareholders

litigation, business transactions, employment, tax, and estate planning. - Deliver... high-quality legal services to clients. - Work collaboratively... with other attorneys and support staff to ensure exceptional legal service. - Potentially work out of the Milwaukee office on a semi-regular basis or when...

Posted On Sep 23, 26
Full-time 4 views Experience : 2-6 yrs required
Practice Area:
Litigation - Commercial
Job Tags:
banking commercial litigation Estate Planning Family Law Financial Institutions Litigation private equity
Practice Area:
Litigation - Commercial
Job Tags:
banking commercial litigation Estate Planning Family Law Financial Institutions Litigation private equity

from various sectors such as banking, financial institutions, private equity, manufacturing, distribution, real... estate, franchising, and professional service firms. The associate will work closely with business clients to meet their diverse legal needs, which may also extend to personal le...

Posted On Sep 16, 26
Full-time 3 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer

well as top wealth management advisors, to create comprehensive plans and deliver thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth clients. Focus areas include estate planning, wealth transfer, business succession, tax mitigation, and executive compensation... strategies. - Asse...

Posted On Aug 20, 26
Full-time 1 views
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... of skills to deliver tax compliance and consulting services... This role involves managing tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities.... Tax...

Posted On Aug 20, 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... Responsibilities: - Participate in tax and consulting engagements, enhancing... in identifying and addressing client needs. - Collaborate with... gather necessary information for tax return preparation. - Prepare... foundation, partnership, and gift tax returns for both Federal......

Posted On Aug 20, 26
Full-time 2 views Experience : Min 3 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 Experienced Senior, Private Client... Services Job Responsibilities: A Tax Experienced Senior in Private... Client professional experience to offer tax compliance and consulting services... role involves: - Participating in tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities. -......

Posted On Aug 20, 26
Full-time 2 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 is tasked with providing tax compliance and consulting services... This role requires managing tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities.......

Posted On Aug 20, 26
Full-time 2 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: A Tax Managing Director in Private... Client Services is tasked with... professional experience to offer tax compliance and consulting services... a high level of client interaction and leadership within... Key responsibilities include: - Leading tax and consulting engagements and......

Posted On Sep 09, 26
Full-time 7 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... clients' estate plans and ensuring compliance with legal standards. - Handle estate and gift tax matters, providing strategic advice... to minimize tax liabilities for clients. - Develop... and implement charitable planning strategies to meet...

Posted On Sep 09, 26
Full-time 44 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 15, 26
Full-time 9 views
Practice Area:
Tax - Federal Tax - State & Local Tax - International Tax - General
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing
Practice Area:
Tax - Federal Tax - State & Local Tax - International Tax - General
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing

Job Title: Tax Managing Director, Core Tax... Services Job Responsibilities: The Tax Managing... advising clients on the tax implications of their business... identifying methods to reduce tax burden and compliance costs.... client contact for complex tax issues, assessing potential tax... risks, and making top-level... tax...

Posted On Sep 18, 26
Full-time 2 views
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts

Job Title: Federal Tax Associate (Fall 2027/Winter 2028)... businesses, estates, trusts, and private foundations. - Develop strong... and challenges. - Complete tax planning and research. -... and state & local tax returns. - Develop a... general understanding of reporting requirements...

Posted On Sep 18, 26
Full-time 5 views
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts

Job Title: Federal Tax Associate (Fall 2027/Winter 2028) Job... businesses, estates, trusts, and private foundations. - Developing strong... and challenges. - Completing tax planning and research. -... and state & local tax returns. - Developing a... general understanding of reporting requirements...

Posted On Aug 20, 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, Corporate/ASC 740 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 of complying with tax regulations. The Tax Managing... client...

Posted On Aug 20, 26
Full-time 2 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 - Passthrough Focus Job... Responsibilities: The Tax Managing Director is tasked... advise clients on the tax implications of their business... actions to reduce the tax burden and cost of... methods of complying with tax regulations. Acting as the... client...

Posted On Aug 20, 26
Full-time 2 views
Job Tags:
appeals finance marketing Software Taxation Transfer Pricing
Job Tags:
appeals finance marketing Software Taxation Transfer Pricing

Job Title: Tax Senior Manager, Corporate/ASC 740 Job... applicable authorities while minimizing tax and reporting burdens. - Ensure... standards, and the BDO Tax Quality Manual (TQM). - Conduct... top-level review of tax returns and resolve all... tax issues with clients, involving... early recognition of material tax and compliance issues, consulting......

Posted On Aug 20, 26
Full-time 2 views
Job Tags:
appeals finance marketing Software Taxation Transfer Pricing
Job Tags:
appeals finance marketing Software Taxation Transfer Pricing

Job Title: Tax Senior Manager, Core Tax... Services - Passthrough Focus... Job Responsibilities: The Core Tax Services Senior Manager is... advising clients on the tax implications of their business... alternative actions to reduce tax burdens and compliance costs,... methods to comply with tax regulations. The Senior Manager... tax...

Posted On Aug 20, 26
Full-time 3 views
Job Tags:
appeals finance marketing Software Taxation Transfer Pricing
Job Tags:
appeals finance marketing Software Taxation Transfer Pricing

Job Title: Tax Experienced Manager, Core Tax... Services - Passthrough Focus Job... Responsibilities: The Tax Experienced Manager, Core Tax... Services is responsible for... advising clients on the tax implications of their business... alternative actions to minimize tax burdens and compliance costs,... tax...

Posted On Sep 01, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
acquisitions divestitures due diligence equity M&A private equity
Job Tags:
acquisitions divestitures due diligence equity M&A private equity

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... while managing scope, timelines, budgets, and client expectations. - Identify opportunities to... expand clie...

Posted On Aug 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
finance marketing Software Taxation Transfer Pricing
Job Tags:
finance marketing Software Taxation Transfer Pricing

Job Title: Tax Manager, Core Tax Services Job... applicable authorities while minimizing tax and reporting burdens. - Ensure... self and client service teams comply with... policies, standards, and the Tax Quality Manual (TQM). - Conduct... top-level review of tax returns and resolve all... tax issues with clients, involving......

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