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Tax Private Client Services Jobs in Rochester

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United States
Posted On Jun 07, 26
Full-time 45 views Experience : Min 3 yrs required
Practice Area:
Corporate - General Real Estate - General Estate & Tax Planning
Job Tags:
Estate Planning Taxation
Practice Area:
Corporate - General Real Estate - General Estate & Tax Planning
Job Tags:
Estate Planning Taxation

Attorney Job Responsibilities: - Provide legal services in estate planning, business... legal advice and representation. - Develop and grow a personal client base while leveraging the... firm's resources. - Collaborate with other attorneys and staff within the department to deliver comprehensive legal solutions. Education an...

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Posted On Sep 10, 26
Full-time
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Tax - M&A and Transactions Tax - Federal Corporate - General 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:
Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Tax - M&A and Transactions Tax - Federal Corporate - General 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 to illustrate the tax benefits of alternative structures. -... Perform tax due diligence to identify... tax...

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Posted On Aug 26, 26
Full-time 11 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B renewals
Job Tags:
Code of Conduct family finance H-1B renewals

Job Title Tax Manager - Private Companies... ensure high-quality performance and client satisfaction. - Manage client... service accounts and engagement... - Adopt a practical and holistic approach tailored to the unique needs of private companies and their owners.... - Thriv...

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Posted On Aug 26, 26
Full-time 7 views Experience : Min 4 yrs required
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management

**Members Only,** - Tax Manager The candidate will... the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to... help improve their operational efficiency and to free up time that can...

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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

Title: 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... scope, timelines, budgets, and client expectations - Identify opportunities to... expand client r...

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Posted On Sep 10, 26
Full-time Experience : Min 5 yrs required
Job Tags:
acquisitions Bankruptcy company policies criminal family Insolvency Insurance Liquidations M&A mergers spectrum Taxation Workouts
Job Tags:
acquisitions Bankruptcy company policies criminal family Insolvency Insurance Liquidations M&A mergers spectrum Taxation Workouts

- Mergers & Acquisitions, Tax (M&A) Job Responsibilities: - Lead engagement... executing, and delivering M&A tax consulting projects, including section... 382 ownership change analyses, tax basis in subsidiary stock... studies, earnings & profits (E&P) studies, transaction cost analyses, legal entity rationalization projects,...

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Posted On Aug 26, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
equity Ethics family H-1B marketing Partnership partnerships stage wealth management
Job Tags:
equity Ethics family H-1B marketing Partnership partnerships stage wealth management

Job Title: **Members Only,** - Tax Senior Associate Job Responsibilities: As a... Tax Senior Associate in the... business advisory services to private companies. Your responsibilities will... Leading the way as tax advisors by offering innovative... the unique needs of private clients. - Utilizing advanced skills......

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Posted On Aug 26, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management

Job Title: **Members Only,** - Tax Manager Job Responsibilities: - Lead and... to achieve excellence in client service. - Manage client service... providing innovative solutions for private companies and their owners. -... a practical and holistic approach to client needs, particularly in environments... with comple...

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Posted On Aug 26, 26
Full-time Experience : Min 8 yrs required
Job Tags:
equity Ethics family finance H-1B stage wealth management
Job Tags:
equity Ethics family finance H-1B stage wealth management

Job Title: Tax Director - Private Companies Job... and implementation of impactful private company services, focusing on... needs such as audit, tax compliance, and planning. - Set... business strategy focus for private companies. - Oversee multiple projects... decisions to maintain executive-level client relationships. - Sh...

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Posted On Sep 03, 26
Full-time 1 views Experience : 5-6 yrs required
Job Tags:
Capital Markets family partnerships pension private equity Software spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets family partnerships pension private equity Software spectrum Taxation wealth management wealth transfer

Tax - Business Tax Services... - Private Tax Partnerships Duties: The candidate... reviewing federal and state tax returns for . partnerships.... reporting requirements for cross-border tax compliance such as foreign... foreign affiliate reporting. Providing tax research, tax memoranda drafting,... and...

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Posted On Aug 26, 26
Full-time 14 views Experience : Min 2 yrs required
Job Tags:
equity Ethics family H-1B marketing Partnership partnerships stage wealth management
Job Tags:
equity Ethics family H-1B marketing Partnership partnerships stage wealth management

Job Title: Private Partnership Solutions (PPS) -... Tax Senior Associate Job Responsibilities: As a... Senior Associate within the Tax Services category, the individual... business advisory services to private companies. The role involves... helping private companies with tax compliance, planning, operational efficiency,... include: - Leading as a tax advisor with innovative solutions. -......

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Posted On Sep 03, 26
Full-time Experience : 5-6 yrs required
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

Tax - Business Tax Services... - Private Tax - High Net Worth... - providing personal and private tax advice and compliance support... families, and owners of private wealth. Advising on matters... family, business entities, and private wealth management, including High......

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Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... a Manager in Private Tax, your primary responsibilities will... providing personal and private tax advice and compliance support... families, and owners of private wealth. You will advise... private...

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Posted On Sep 01, 26
Full-time 6 views
Practice Area:
Trusts and Estates Elder Law Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Trusts and Estates Elder Law Estate & Tax Planning Probate Trusts and Estates - General

the Position **Members Only.** is seeking an experienced Partner with a portable book of business to join our Trusts + Estates Practice Group in one of our Southeast Michigan offices (Detroit, Macomb, or Bloomfield Hills). **Members Only.** is proud to have...

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Posted On Aug 26, 26
Full-time 8 views Experience : 7-10 yrs required
Job Tags:
equity health insurance Insurance pension private equity Qualified Retirement Plans spectrum wealth management
Job Tags:
equity health insurance Insurance pension private equity Qualified Retirement Plans spectrum wealth management

Title: Senior Manager, Executive Compensation & Benefits Consulting Job Responsibilities: - Lead and oversee a portfolio of complex consulting engagements. - Act as a senior technical authority on qualified and nonqualified plan issues. - Play a key role in shaping the...

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Posted On Jul 29, 26
Full-time 27 views Experience : 2-8 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Practice Area:
Trusts and Estates - General Estate & Tax Planning

structuring, and transactional matters. The role offers the opportunity to manage a robust existing client base while also developing... an independent practice. Ideal candidates will bring a blend of technical knowledge and client-focused service, with a strategic... mindset for growth....

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