Post Jobs Upload Your Resume Log in

Tax Private Client Services Jobs in Newtown Square

77 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. Pennsylvania
  4. Newtown Square
  5. Tax Private Client Services

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Create a Job Alert for this Search

United States
Posted On Aug 11, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - Private Client Services Tax - General
Job Tags:
Corporate Law estates family health insurance Incorporation Insurance Profit Sharing Real Estate Law Taxation trusts
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - Private Client Services Tax - General
Job Tags:
Corporate Law estates family health insurance Incorporation Insurance Profit Sharing Real Estate Law Taxation trusts

the organization involves serving tax-exempt organizations and philanthropic individuals.... counsel to public charities, private foundations, trade associations, and... locally and internationally. Key responsibilities include: - Providing legal counsel in matters related to tax-exempt organizations and philanthropic activities. -... Drafting and reviewing c...

Posted On Sep 07, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Tax - M&A and Transactions Tax - Federal Tax - General
Job Tags:
asset management finance financial products Government investment management special projects Visa
Practice Area:
Tax - M&A and Transactions Tax - Federal Tax - General
Job Tags:
asset management finance financial products Government investment management special projects Visa

Job Title: Tax Attorney Job Responsibilities: - Provide... with legal advice on tax matters to ensure products,... strategies, activities, policies, business practices, and transactions comply with all relevant laws and regulations. - Partner with internal clients and colleagues to maintain awareness of,...

Posted On Sep 22, 26
Full-time 58 views Experience : 5-10 yrs required
Practice Area:
Corporate - M&A Corporate - General
Job Tags:
agreements Code of Conduct company policies construction Corporate Law directors due diligence equity finance Litigation partnerships project finance security agreements shareholders
Practice Area:
Corporate - M&A Corporate - General
Job Tags:
agreements Code of Conduct company policies construction Corporate Law directors due diligence equity finance Litigation partnerships project finance security agreements shareholders

bidding process for public private partnerships (P3) in the... construction, and facilities management services. Key Responsibilities: ... - Manage legal aspects of P3 project bids from qualification phase through financial close - Liaise with external legal counsel and internal...

Posted On Sep 23, 26
Full-time 1 views Experience : Min 12 yrs required
Job Tags:
agreements finance special projects Taxation title Transfer Pricing Visa
Job Tags:
agreements finance special projects Taxation title Transfer Pricing Visa

Description: Join the company's global tax leadership team and play... a pivotal role in shaping the company's international transfer pricing strategy. This highly to lead complex global tax initiatives, influence cross-functional business... senior leaders across Finance, Tax, Treasury, Legal, Accounting, and......

Posted On Sep 28, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
acquisitions due diligence family finance private equity
Job Tags:
acquisitions due diligence family finance private equity

Title: Manager/Director - Transaction Tax Job Responsibilities: - Manage and... team members. - Develop client relationships by delivering a... comprehensive range of tax due diligence, structuring, modeling,... acquisitions and dispositions by private equity investor groups, family... offices, and strategic buyers. -...

Posted On Sep 28, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
acquisitions due diligence family finance private equity
Job Tags:
acquisitions due diligence family finance private equity

Signing Director - Transaction Tax Job Responsibilities: - Manage and develop... mentoring team members. - Develop client relationships by delivering a... comprehensive range of tax due diligence, structuring, modeling,... acquisitions and dispositions by private equity investor groups, family... offices, and strategic buyers. - Collaborate...

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...

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 ......

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),...

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...

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...

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,...

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...

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: - 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......

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...

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......

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......

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...

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...

Posted On Aug 20, 26
Full-time 67 views Experience : 3-20 yrs required
Practice Area:
Corporate - Private Equity Corporate - M&A
Practice Area:
Corporate - Private Equity Corporate - M&A

five years of experience handling a range of corporate transactions, including mergers and acquisitions, private equity investments, debt financings,... licensing agreements, and general corporate governance. While a portable book of business is preferred, it is not required. The successful candidate...

By Employer Type

In-House Law Firm Recruiter Public Interest
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend