This aims to enhance client relationships and acquire new... although this role does not have specific client acquisition goals. - Design, create,... and effectively deliver presentation pieces for client meetings and national events. -... Partner with Advisors or Relationship Managers in cl...
$100,000 - $150,000 Private Client Advisor - Houston,... and security. As a Private Client Advisor, you will... new clients, deepening existing client relationships, and providing a... Branded Client Experience. With over 10... years of experience in private banking or complex financial......
Job Title: Private Client Advisor II Job Responsibilities: -... new clients, deepen existing client relationships, and build an... development goals. - Lead the Client Management Process within the... client team to identify new... interactions and a Branded Client Experience through the client... tea...
Title: M&A Tax Senior Manager - Partnership Consulting & Modeling Job Responsibilities: At Company, we are committed to the continuous learning and development of our people, fostering a culture of growth and success. As part of our expanding Transaction Services practice, we...
Title: Assistant General Counsel – Joint Ventures Job Responsibilities: The Assistant General Counsel – Joint Ventures is responsible for providing senior legal advisory services, particularly in overseeing joint venture transactions and related matters across the Americas real estate platform at Company. The...
Title: Wealth Strategist, Vice President Job Responsibilities: - Act as a senior subject matter expert assisting high net worth clients from an income, trust, estate, and tax planning perspective. - Advise individuals and families on wealth transmission, including tax-efficient estate planning structures, sophisticated...
TITLE Vice President OFFICE LOCATION(S) Dallas JOB FUNCTION External Product Specialists DIVISION Asset & Wealth Management YOUR IMPACT The company is seeking a Vice President to join its Family Office, with a focus on developing innovative wealth planning strategies and...
Title: Wealth Strategist, Vice President Job Responsibilities: - Serve as a senior subject matter expert in assisting high net worth clients from an income, trust and estate, and tax planning perspective. - Advise individuals and families on all aspects of wealth transmission, including...
Job Title: . Private Bank - Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business results... assets, both from existing client base and through new... client acquisition. - Advise clients on......
Title: Tax Principal - Private Industries Job Responsibilities: The Tax... mentoring the team to understand and assist clients by gaining a thorough understanding of their businesses, and ensuring the firm's services fully meet client needs. The role requires... assuming full responsibility...
Chinese Business Network - Private Tax Manager The candidate... will develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their...
Korean Business Network - Private Tax Manager The candidate... 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...
Job Title: Private Partnership Solutions (PPS) -... integral role in assisting private companies with various business... advisory needs, including audit, tax compliance, and planning. The responsibilities include: - Working as part of a team of problem solvers to tackle complex business...
Tax Senior Manager - Private Companies 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...
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 be spent focusing on business strategy. Encourage...
Private Partnership Solutions (PPS) -... 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 be spent...
Tax Manager - Private Companies 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...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax... Manager in the Private Wealth Tax practice at... gift work papers and tax returns. - Preparing and leading client meetings focused on compliance... and consulting projects, which relate to tax planning o...
Tax Senior - Private Wealth Duties: The candidate... papers and tax returns, as well prepare for and assist in client meetings on compliance and... consulting projects related to tax planning opportunities and the tax implications of transactions to the client....
Job Title: . Private Bank - Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business results... existing clients and new client acquisition. - Advise clients on... their overall balance sheet, i...
Job Title: Private Wealth Services Tax Manager Job... Responsibilities: As a Private Wealth Services Tax Manager,... held business, and family business clients. The role involves collaborating with the Private Wealth Services Tax team... and making recommendations on return preparation and tax s...
Business Tax Services - Private Tax - Senior Manager Job... Senior Manager in the Private Tax practice at the... responsibilities include: - Managing technical planning and advising for clients, including private entities such as C-Corps,... S-Corps, and Partnerships. - Acting as a trusted...
Job Title: . Private Bank - Private Banker... - Associate Job Responsibilities: As a Private Banker Associate in the... . Private Bank, you will be... Senior Banker with new client acquisition and retention by... leveraging a broad knowledge of investments, banking, trust...
Title: Transaction Tax Senior Manager Job Responsibilities: - Lead innovative tax planning, consulting, and compliance skills on M&A projects for multiple clients. - Collaborate with the Transaction Tax team to assist in the planning, execution, and direction of engagements. - Manage, develop, train, and...
Title: Upstream Oil & Gas Attorney Job Responsibilities: - Analyze, draft, and negotiate a variety of oil and gas agreements, including leases, joint operating agreements, farmouts, surface use agreements, division orders, purchase and sale agreements, and midstream contracts. - Provide strategic legal counsel...
Title: Managing Director and Associate General Counsel, Lead Audit Counsel Job Responsibilities: - Serve as a primary contact within the Office of the General Counsel for leadership of the Audit and Assurance Practice on legal and regulatory matters relating to the provision...
Title: Senior Legal Counsel, Commercial Trading Job Responsibilities: - Review, negotiate, and draft complex commodity transaction documents, including guarantees and related financial assurances as required. - Identify and analyze legal issues and risks, providing clear and well-reasoned recommendations that reflect an understanding of...
business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax... issues. In this role, the Manager is...
a crucial role in executing engagements on time and exceeding client expectations. The role supports... the national TAS strategy, focusing on areas such as deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests. Key responsibilities...
and acquisition structuring services to buyers. The primary clients are private equity clients, public corporations,... and commercial clients. - Examine tax laws and form positions on the application of such laws to specific facts presented during transactions. - Create Exc...
Title: Tax Director, Transaction Advisory Services Job Responsibilities: - Collaborate with transaction advisory partners to expand the practice and lead teams in conducting traditional large firm M&A tax consulting, including deal structuring, due diligence, post-deal integration, tax attribute management, and special projects. -...
a member of multiple client engagement teams, engaging in... to transactions pursued by private equity and strategic corporate... tax risks and opportunities, advising both strategic and private equity buyers and sellers... on alternative tax strategies for acquisition, disposition, and restructuri...
due diligence on middle-market companies across various industries. - Collaborate with private equity firms, strategic clients,... and investment banks to conduct buy-side and sell-side due diligence and other M&A tax activities. - Oversee all aspects of deal execution, including sourci...
Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: 1. Tax Specialization: - Maintain and develop an in-depth understanding of technical and practical issues related to partnership taxation. 2. Research: - Identify when research is needed, frame issues for research, and...
and financial guidance. - Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses, as well... as owner-managed and fast-growing start-ups. - Provide analyses of financial, gift, estate, and income tax issues for ultra-high net-worth individuals and families. - Esta...
their business objectives. This includes evaluating and selecting alternative actions to reduce tax burden and compliance costs, as well as identifying various methods for complying with tax regulations. The Tax Managing Director acts as the primary client contact for co...
Services Job Responsibilities: - Oversee multiple client service teams, ensuring effective... Provide specialized consulting, analysis, and research on estate, gift, and trust planning matters, ensuring clients receive sophisticated guidance on complex EGT issues. - Develop and maintain strong client relationships by delivering exce......
selecting alternative actions to reduce tax burdens and compliance costs, and identifying different methods for adhering to tax regulations. This role acts as the primary client contact for complex nonprofit... tax issues, such as tax disclosure, exemption, and unrelated business...
(SALTC) engagements across various service lines. This role provides exposure to diverse and complex technical matters within the SALTC discipline. The key responsibilities include: - Supporting the growth of the State & Local Tax Consulting practice by delivering high-quality client s...
services to a diverse client base within the construction... and real estate industries. Your duties will include: - Performing tax research and working directly with clients on tax matters. - Implementing special projects related to tax consulting. - Identifying and...
Senior Associate - Financial Services Job Category: Tax Requisition Number: TAXIN001747 Posting Details Posted: February 23, 2024 Full-Time Locations Showing more locations Houston, TX Dallas, TX Job Details Description The...
Director, Transaction Opinions The candidate will generate new Fairness Opinion, Solvency Opinion, Board Advisory and M&A opportunities from the existing and future network. Lead engagement teams of three or more professionals; oversee the financial analysis and the preparation of opinion...
Title: Senior Manager, International Tax Job Responsibilities: - Direct multinational enterprises on key business decisions, focusing on location and operation choices, entity selection, supply chain optimization, and capital mobilization to support global operations. This involves preparing and reviewing complex tax models...
Title: Manager, International Tax Job Responsibilities: - Direct multinational enterprises on crucial business decisions, including where to locate and operate, choice of entity, optimizing supply chains, and accessing and mobilizing capital to fund global operations. This involves considering a multinational's tax risk...
the team, actively participating in the development and implementation of transactions. Your responsibilities will include: - Serving as a member of multiple client engagement teams, participating in... due diligence and structuring engagements related to transactions for private equity and strategic ......
the Transactions team, focusing on the tax aspects of corporate and private equity acquisitions, dispositions, restructurings,... and capital market transactions. Your primary responsibilities will include: - Serving as a member of multiple client engagement teams, participating in... due diligence and...
for a variety of duties aimed at ensuring compliance and providing consulting services for multi-state alternative investment clients, including hedge funds, funds of funds, private equity, and real estate.... The primary responsibilities include: - Participating in compliance and consulting project...