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Tax Private Client Services Jobs in Mount Kisco

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United States
Posted On Sep 01, 26
Full-time 2 views Experience : 5-8 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: - Serve as a... engagements. - Develop and maintain client relationships, acting as a... trusted advisor on transaction-related tax matters. - Manage multiple engagements,... scope, timelines, budgets, and client expectations. - Identify opportunities to... expand client relationships and collaborate with......

Posted On Sep 01, 26
Full-time 3 views Experience : Min 8 yrs required
Job Tags:
asset management equity finance hedge funds Investment Partnerships M&A private equity Taxation
Job Tags:
asset management equity finance hedge funds Investment Partnerships M&A private equity Taxation

Job Title: Tax Senior Manager, Direct SALT... the State & Local Tax (SALT) team, the candidate... for leading complex direct tax (income/franchise) engagements specifically for... investment funds, private equity, hedge funds, and... trusted advisor on multi-state tax matters, focusing on strategic......

Posted On Sep 10, 26
Full-time 22 views Experience : Min 5 yrs required
Practice Area:
Corporate - Private Equity Corporate - Asset/Investment Management Corporate - M&A
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Private Equity Corporate - Asset/Investment Management Corporate - M&A
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

- Capital Markets and Private Markets Job Responsibilities: The Vice President... in the Legal and Compliance Division will provide legal coverage for the Capital Markets and Private Markets businesses within the... company. The on the company's growing Private Securities transactional business and......

Posted On Jul 13, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Private Equity Corporate - General
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Securities and Capital Markets Corporate - Private Equity Corporate - General
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

Title: Capital Markets / Private Markets Attorney Job Responsibilities: - Provide... the Capital Markets and Private Markets businesses at the... a focus on the Private Securities transactional business. - Work... closely with a team of seven capital markets lawyers and report to the...

Posted On Aug 18, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
agreements Data Protection distribution agreements employee benefits ERISA FINRA hedge funds Investment Advisers Act of 1940 IPO marketing Money Laundering private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws stage wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
agreements Data Protection distribution agreements employee benefits ERISA FINRA hedge funds Investment Advisers Act of 1940 IPO marketing Money Laundering private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws stage wealth management

focusing on the Alternative Investments and Private Markets platforms. Key responsibilities... include: - Advising on the structuring, distribution, marketing, diligence, and ongoing support of alternative investment and private markets products and private... securities transactions. - Handling... complex products and trans...

Posted On Sep 18, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - General
Job Tags:
agreements Data Protection distribution agreements employee benefits ERISA FINRA hedge funds Investment Advisers Act of 1940 IPO marketing Money Laundering private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws stage wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - General
Job Tags:
agreements Data Protection distribution agreements employee benefits ERISA FINRA hedge funds Investment Advisers Act of 1940 IPO marketing Money Laundering private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws stage wealth management

advising on the structuring, distribution, marketing, diligence, and ongoing support of alternative investment and private markets products and private... securities transactions. The role... involves: - Advising on complex products and transactions involving alternative investment funds, feeder funds, private equity, privat...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

Officer I (TO I), Private Bank Job Responsibilities: - Engage in... Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight Group, Tax Services, and Operations, to... address... trust administration activities. - Partner with the Market Trust Director, Trust Officers, Senior Trust Officers, and...

Posted On Aug 10, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
family LLC private client Software Taxation
Job Tags:
family LLC private client Software Taxation

Job Title: Tax Senior Associate [Private Client... Services] Job Responsibilities: Responsibilities for the... Tax Senior Associate position include... engagement lead on specific client accounts. - Take responsibility for... preparing various types of tax returns: business tax returns... including 1120, 1120S, 1065, trust...

Posted On Aug 22, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

Title: Private Client International Tax and Estate Planning Associate... The Private Client International Tax and Estate Planning Associate... for advising on international tax matters and cross-border planning... that address complex multi-jurisdictional tax and legal considerations. The... sophisticated estate planning and tax-efficient res...

Posted On Sep 01, 26
Full-time 3 views Experience : Min 10 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
Asset Protection Estate Planning estates fiduciary Insurance Taxation trusts wealth transfer Wills
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
Asset Protection Estate Planning estates fiduciary Insurance Taxation trusts wealth transfer Wills

Job Title Tax, Trusts & Estates Attorney... estate administration matters. - Counsel clients regarding federal and state estate, gift, income, and fiduciary tax issues. - Work closely... with attorneys throughout the law firm on tax, trust, and estate planning... aspec...

Posted On Sep 14, 26
Full-time 14 views Experience : 6-6 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: Senior Tax Manager - Private Client... Services (Hybrid) Job Responsibilities: Senior... Managers in the Private Client Services (PCS) practice... at the... company are responsible for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These...

Posted On Jul 01, 26
Full-time 8 views Experience : 3-7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates private client trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates private client trusts

vital part of the Private Client Services Department at... and international estate planning with a focus on sophisticated drafting - Handling estate and trust administration - Ensuring estate and tax compliance - Directly engaging with... a high-net-worth clientele, offering personalized and professional le...

Posted On Aug 22, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Corporate - M&A Corporate - Venture Capital/Emerging Companies Corporate - Private Equity Corporate - Securities and Capital Markets Corporate - General
Job Tags:
asset purchase agreements Business Law Capital Markets corporate governance Energy equity estates family finance Insurance Intellectual Property Joint Ventures licensing life sciences Litigation Mergers and Acquisitions operating agreements private equity Securities stock purchase agreements trusts Venture Capital
Practice Area:
Corporate - M&A Corporate - Venture Capital/Emerging Companies Corporate - Private Equity Corporate - Securities and Capital Markets Corporate - General
Job Tags:
asset purchase agreements Business Law Capital Markets corporate governance Energy equity estates family finance Insurance Intellectual Property Joint Ventures licensing life sciences Litigation Mergers and Acquisitions operating agreements private equity Securities stock purchase agreements trusts Venture Capital

tasks. The responsibilities include: - Engaging in mergers and acquisitions, private equity transactions, and both... debt and equity financings. - Participating in venture capital financings and strategic joint ventures. - Handling capital markets transactions and corporate governance matters. - Managing licensing matters and gen...

Posted On Sep 14, 26
Full-time 39 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

Job Title . Private Bank - Wealth Strategist... advocate for the use of the Wealth Strategy Engagement Model and all available Advice capabilities within the Private Bank. - Provide unbiased, customized... wealth planning guidance based on deep client discovery and u...

Posted On Jul 14, 26
Full-time 2 views Experience : Min 10 yrs required
Practice Area:
Corporate - M&A Corporate - General
Job Tags:
agreements closing documents corporate governance corporate transactions divestitures due diligence Insurance insurance coverage Intellectual Property Joint Ventures letters of intent Litigation M&A mergers Mergers and Acquisitions operating agreements private equity professional liability
Practice Area:
Corporate - M&A Corporate - General
Job Tags:
agreements closing documents corporate governance corporate transactions divestitures due diligence Insurance insurance coverage Intellectual Property Joint Ventures letters of intent Litigation M&A mergers Mergers and Acquisitions operating agreements private equity professional liability

Title: Corporate M&A Attorney Job Responsibilities: - Lead and manage all aspects of mergers and acquisitions transactions, including asset and stock purchases, mergers, divestitures, and joint ventures. - Structure, draft, and negotiate transaction documents, including purchase agreements, letters of intent, shareholder agreements, operating...

Posted On Aug 22, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Tax - International Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Estate & Tax Planning Tax - International Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

Job Title Private Client International Tax and Estate Planning Associate... involves advising on international tax matters and cross-border planning... strategies, addressing complex multi-jurisdictional tax and legal considerations. The... sophisticated estate planning and tax-efficient restructuring solutions for high-net-worth... international families and their...

Posted On Sep 15, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
equity Estate Planning estates gift tax Immigration Permanent Residency spouse
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
equity Estate Planning estates gift tax Immigration Permanent Residency spouse

Title: International Estate Planning Senior Associate/Counsel/Junior Partner Job Responsibilities: The International Estate Planning Attorney will be responsible for providing legal guidance and estate planning services to clients with international... considerations. Key responsibilities include: - Advising . clients with foreign assets on structuring to...

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 Experienced Associate, Private Client... Services Responsibilities: - Participate in tax and consulting engagements, developing... to identify and address client needs. - Collaborate with managers... gather necessary information for tax return preparation. - Prepare individual,... foundation, partnership, and gift tax returns for both Federal......

Posted On Jul 13, 26
Full-time 7 views Experience : 3-20 yrs required
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General

experienced Private Client International Tax and Estate Planning Associate... years of experience in international tax and estate planning, with... a focus on advising high-net-worth international families and their businesses on complex cross-border on international tax matters and cross-border pl......

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