beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan...
but include experience in General Gorporate, Mergers & Acquisitions, Private Equity and/or Commercial Finance. All... inquiries are held in strictest confidence, and your resume is not sent to any client absent your express consent. Please... send your resume to Benjamin@McClellandLegalSearch.com. We'll cal...
Title: Senior Associate, Family Office Tax Practice Job Responsibilities: - Provide comprehensive tax compliance and consulting services for family office structures, privately held businesses, their owners, and families. - Perform detailed reviews of individual, fiduciary, partnership, closely held corporations, estate,...
Title: Counsel – Tax, Trusts & Estates / Business Owner Advisory Job Responsibilities: - Estate Planning for Families: - Design and implement advanced strategies using various trust structures such as revocable and irrevocable trusts, IDGTs, SLATs, GRATs, CRTs, dynasty trusts, and non-grantor...
Title: Tax Research Attorney Job Responsibilities: - Interact with the company, clients, Internal Revenue Service, law firms, and other external entities. - Provide expert advice and analysis on various tax matters, including estate, gift, and income tax issues. - Assist the company with risk...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: The Tax... Senior Manager in Private Client Services at the... clients. This role emphasizes managing tax and consulting engagements, demonstrating skills in identifying and addressing client needs, tax planning, and... exploring consulting opportuniti...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax... Senior Manager in the Private Client Services is responsible... for leveraging their educational background and professional experience, alongside their communication, time management, leadership, technical, business development, and people skills to deliver...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: - Review... basic to complex individual and other tax returns. - Identify and perform necessary research, documenting analysis and findings. - Interact directly with clients and their advisors. - Communicate project status with supervisors, engagement teams,...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: - Participates... in identifying and addressing client needs, tax planning, and... consulting opportunities. - Works directly with clients and their advisors to gather information necessary for preparing tax returns. - Develops an understanding of complex...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: A Tax... Experienced Senior in the Private Client Services (PCS) is... engagements, identifying and addressing client needs, and recognizing tax... planning and consulting opportunities. - Working directly with clients and their advisors to gather...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: A Tax... Experienced Senior, Private Client Services (PCS) is... to high net-worth clients. The key duties include: - Participation in tax and consulting engagements, enhancing skills in identifying and addressing client needs, tax planning...
Job Title: Private Client Advisor II Job Responsibilities: -... acquiring new clients, deepening client relationships, and building upon... development goals. - Lead the Client Management Process and partner... to provide a Branded Client Experience, including access to... the full array of Private Bank and the bank's... client...
Job Title: Tax Manager, Private Client Services Job Responsibilities: A Tax... Manager in the Private Client Services at Company... athletes, and entertainers. Key responsibilities include: - Managing tax and consulting engagements to identify client needs, tax planning, and... consulting opportunities. - Working directly wit...
Job Title: Private Client Advisor II Job Responsibilities:... Acquire new clients, deepen client relationships, and build an... goals. - Lead the Client Management Process within the... client team to identify new... business interactions and a Branded Client Experience by leveraging the......
Job Title: Private Client Advisor II Job... goals. - Lead the Client Management Process and collaborate... to deliver a Branded Client Experience. - Provide access... the full array of Private Bank and the bank's... services to meet specific client needs. - Ensure ret......
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...
Job Title: Private Client Advisor II Job... clients and deepen existing client relationships to achieve business... goals. - Lead the Client Management Process and partner... to provide a Branded Client Experience, offering full access... to the Private Bank and bank's capabilities......
Job Title: Tax Senior, Private Client Services Job Responsibilities: - Participate... in identifying and addressing client needs. - Work with clients... and their advisors to gather necessary information for tax return preparation. - Prepare complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax...
Job Title: Tax Manager, Private Client Services Job... Tax Manager in the Private Client Services department is... tasked with providing tax compliance and consulting services to high net-worth clients. This involves leveraging their educational background and professional experience, as...
Job Title: Tax Manager, Private Client Services Job Responsibilities: A Tax... Manager within the Private Client Services practice is... responsible for providing high-level tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, executives, athletes, and entertainers. The...
Senior Tax Manager - Private Client Services (Hybrid) Job... Senior Managers in the Private Client Services practice are... responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some of the...
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 US National Tax Services M&A Corporate Tax - Senior Manager Job Responsibilities - Lead the development and execution of M&A tax strategies. - Guide large-scale projects to successful completion. - Innovate and enhance existing processes for better efficiency. -...
mergers and acquisitions or private equity transactions. - Practice in... law, mergers and acquisitions, private equity, securities, and real... Provide legal advice to private equity and venture capital... funds, family offices, local and national companies, and lenders. - Assume immediate responsibility and...
Title: Corporate Mergers & Acquisitions Associate (#1003) Job Responsibilities: The Corporate Mergers & Acquisitions Associate will be responsible for engaging in cross-border corporate matters and M&A transactions. The associate will work directly with partners on various interesting cases, focusing on cross-border mergers...
Job Title: Paralegal, Private Wealth Job Responsibilities: The Paralegal, Private... Wealth is tasked with... supporting the Private Wealth lawyers in various... legal functions related to client estates, estate planning, and... trust accounting. The essential duties and responsibilities include: - Administering estates by identifying,...
Title: Senior Wealth Strategist - **Members Only** Job Responsibilities: - Develops, consults on, and implements complex tax, estate, and financial plans for clients, collaborating with other planning resources on specific subject matters and partnering in the acquisition of new clients. - Conducts and reviews...
Job Title: Private Banker Job Responsibilities: - Develop and... manage relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Ensure relationship profitability and...
Job Title: Private Banker Job Responsibilities: - Develop and... manage client relationships with high-net-worth and... ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship...
Job Title: . Private Bank – Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business results... both from the existing client base and new client... acquisition. - Advise clients on... their...
Fiduciary Advisor III - Private Bank Job Responsibilities: - Engage in... fiduciary decision-making by executing the terms of any plan or document in which the company serves as trustee, guardian, or agent. - Administer more complex fiduciary accounts ensuring compliance with all legal...
the utmost complexity. - Collaborate with other planning resources on complex subject matters and assist in acquiring new clients. - Retain, expand, and deepen existing client relationships by conducting thorough... research and developing detailed tax, estate, and financial analyses and plans. - Pr...
Title: Senior Wealth Strategist - **Members Only** Job Responsibilities: - Develops, consults on, and implements tax, estate, and financial plans for clients, including those of the greatest complexity. - Collaborates with other planning resources on specific subject matters of greatest complexity and partners in...
Wealth Strategist within the Private Bank organization of the... company, the primary responsibilities include developing, consulting on, and implementing tax, estate, and financial plans for clients, especially those with the greatest complexity. The role involves collaborating with other planning resources...
Job Title: Private Banker - Executive Director Job... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business... assets, both from existing client base and new client... acquisition. - Advise clients... on their...
Job Title: Private Banker - Executive Director Job... 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 new client... acquisition. - Advise clients on... their overall...
Title: Fiduciary Advisor III - **Members Only** Job Responsibilities: - Engage in fiduciary decision-making by executing the terms of any plan or document in which the company serves as trustee, guardian, or agent. - Administer more complex fiduciary accounts and ensure compliance with all...
Advisor III - PNC Private Bank Job Responsibilities: - Engage in... fiduciary decision-making by executing the terms of any plan or document where the company serves as trustee, guardian, or agent. - Administer more complex fiduciary accounts ensuring compliance with all legal and...
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 new client... acquisition. - Advise clients on... their overall...
Group Manager, M&A and Private Equity Job Responsibilities: The Practice Group... Mergers and Acquisitions and Private Equity at the law... firm will support the daily operations and strategic initiatives of these practices. The PM is a vital component of the firm's business...
Group Manager, M&A and Private Equity Job Responsibilities: The Practice Group... Mergers and Acquisitions and Private Equity practices is responsible... for supporting the day-to-day operations of these practices and implementing strategic initiatives in collaboration with practice group and practice management leadership. The...
Group Manager, M&A and Private Equity Job Responsibilities: The Practice Group... Mergers and Acquisitions and Private Equity serves as a... critical component of law firm's business services, supporting the day-to-day operations and strategic initiatives of these practices. The PM is responsible for: 1....
Group Manager, M&A and Private Equity Job Responsibilities: The Practice Group... Mergers and Acquisitions and Private Equity practices at a... law firm is responsible for supporting the day-to-day operations and strategic initiatives of these practices. This role involves: 1. Free Market Support and...
Group Manager, M&A and Private Equity Job Responsibilities: 1. Free Market... Support and Optimization: - FMS Support: Assist the firm’s free market system from both associate and partner perspectives, aiding lawyers in identifying appropriate staffing for matters and opportunities for new work....
Group Manager, M&A and Private Equity Job Responsibilities: The Practice Group... Mergers and Acquisitions and Private Equity practices at the... law firm plays a crucial role in supporting the day-to-day operations and strategic initiatives of these practices. The position is available in...
Group Manager, M&A and Private Equity Job Responsibilities: - Free Market... Support and Optimization: The Practice Group Manager (PM) will play a crucial role in supporting the law firm's free market system, focusing on both associate and partner perspectives. This includes helping...
Group Manager, M&A and Private Equity Job Responsibilities: I. Free Market... Support and Optimization - FMS Support: Assist the law firm's free market system from both an associate and partner perspective. This includes aiding lawyers in identifying suitable staffing for matters and exploring...
Available: Staff Attorney Job Title: Staff Attorney Job Responsibilities: The Staff Attorney at the organization will lead the development and implementation of the Trans Family Stabilization Program, funded by the New York State Department of Health’s AIDS Institute. The primary responsibilities include providing comprehensive,...
OverviewA law firm seeks an experienced Education Attorney in Sacramento, CA, to make a significant impact in K-12 and independent school law. The role involves advising private and independent schools on... complex legal issues, including labor and employment matters, and...
