Private-Client Tax & Estate Planning Associate
BCG Attorney Search
BCG Attorney Search is seeking a Tax and Estate Planning Legal Associate in Nashville, TN. The role focuses on advising high-net-worth individuals and closely held businesses on complex estate, gift, and tax planning matters. Qualified candidates hold an LL.M. in Taxation, 3–5 years of relevant experience, and Tennessee bar membership. Responsibilities include drafting wills and trusts, assisting with administration, and collaborating with professionals to craft tax-efficient strategies. #J-18808-Ljbffr BCG Attorney Search
- ...Job Description Direct Counsel is seeking a highly qualified Tax and Estate Planning Legal Associate with an LL.M. in Taxation and 3–5 years of relevant experience to join our sophisticated private client practice. The ideal candidate will advise high-net-worth...TaxPrivate clientPrivate practice
- Buchalter PC in Nashville, TN seeks a Tax and Estate Planning Legal Associate with an LL.M. in Taxation and 3-5 years of experience to serve high-net-... ...agreements, advise on complex tax matters, and collaborate with clients and advisors to implement tax-efficient plans. This...TaxPrivate client
- Job Overview A law firm seeks a highly qualified Tax and Estate Planning Legal Associate in Nashville, TN. The candidate will join a sophisticated private client practice, advising high-net-worth individuals, families, fiduciaries, and closely held businesses on complex...TaxPrivate clientPrivate practice
- Buchalter in Nashville seeks a Tax and Estate Planning Legal Associate with an LL.M. in Taxation and 3-5 years of relevant experience to advise high-net... ...partnership agreements, and collaborate with partners, clients, accountants, and advisors to develop tax-efficient...TaxPrivate client
- Buchalter, A Professional Corporation is seeking a Tax and Estate Planning Legal Associate for our Nashville, TN office. The role requires an LL.M. in Taxation and 3-5 years of relevant private client experience. You will advise high-net-worth individuals, families, fiduciaries...TaxPrivate clientWork at office
$225k - $310k
Foley & Lardner LLP is seeking an associate to join its Estate Planning Practice Group in Nashville. This role involves supporting estate planning matters... ...drafting necessary documents and contributing to tax analyses. The successful candidate will demonstrate strong...Tax$225k - $310k
Foley & Lardner LLP is seeking an associate with 1-4 years of relevant experience to join its Estate Planning Practice Group in either our Milwaukee or Madison office. The... ...gift, estate, and generation‑skipping transfer tax planning analyses, and contributing to...TaxWork at office$157.2k
...Requirements The Private Client team helps high-net-worth individuals... ...wealth management, tax planning, and family office services,... ...the intersection of advanced estate and family enterprise... ...effectively managing all the risks associated with their business...TaxPrivate clientHourly payWork at officeFlexible hours- BDO USA is seeking a Tax Manager in Private Client Services to provide tax compliance and consulting for high net-worth clients. The role emphasizes... ...within a boutique PCS practice. You will work with associates on diverse engagements, review returns, and stay current...TaxPrivate client
- BDO USA is seeking a Tax Managing Director in Private Client Services to lead engagements for high net-worth clients. The role requires strong communication... ...presence, client relations, and strategic tax planning within a respected national firm known for ESOP #J-188...TaxPrivate client
- BDO is seeking a Tax Managing Director for Private Client Services in Nashville, TN. The role leads... ..., guiding complex tax planning and compliance. You will supervise associates, manage client relationships... ...presence, and deep knowledge of estate, gift, and trust tax...TaxPrivate client
- BDO USA is seeking a Tax Manager for Private Client Services to deliver tax compliance and consulting for high-net-worth clients. You will leverage your education and experience to provide accurate, timely tax advice and build client relationships. In this role, you will...TaxPrivate client
- ...ManagerJob DescriptionAs Tax Manager, you'll... ...them through complex tax planning, wealth transfer, and... ...for UHNW families and private clients • Review and prepare complex... ...(individual, trust, estate, partnership) •... ...• Mentor and develop associates and advisors, helping...TaxPrivate client
- BDO USA’s Private Client Services practice seeks a Tax Senior to deliver tax compliance and consulting for high net-worth individuals and families. The role emphasizes collaboration with clients and their advisors, overseeing complex returns, and mentoring staff. The successful...TaxPrivate clientPrivate practice
- ...in Nashville, TN is seeking a Private Business Strategist to advise... ...owners on succession, estate and tax strategies while coordinating... ...PNC's Private Bank, helping clients align personal wealth with business... ...options, and delivering integrated plans that consider capital...TaxPrivate client
- Bernstein Private Wealth Management is seeking an Associate for the Estate Administration Team in Nashville. The role involves leading client and internal meetings, coordinating estate-related transactions, and driving process improvements to support high-net-worth client...
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance... ...to personal income, estate and gift tax and wealth... ...developmentsIdentifies tax planning and consulting opportunitiesParticipates... ...employees Supervises associates, senior associates and...TaxPrivate clientWork at office
$100k - $135k
...Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ...Credit, as well as International and Private Client services. This Tax Supervisor role will... ...all aspects of audit engagements, from planning to completion, to include supervision/mentoring...TaxPrivate clientFull timeWork at officeLocal area$110k - $130k
Who You'll Work With:Bernstein Private Wealth Management (“Bernstein”... ...L.P. (AB), provides advanced planning strategies and a wide array of... ...accountability this brings to each client relationship. Bernstein’s... ...portfolio, minimizing the effects of tax and volatility, with...TaxPrivate clientFull timeTemporary workWork experience placement- Job Summary:Private Client Services at BDO is a boutique practice... ...with complicated tax and financial... ...experienced in all aspects of estate, income, gift, and trust... ..., and life insurance planning.A Tax Manager, Private... ...:Supervises associates and senior associates...TaxPrivate clientPrivate practiceWork at office
- BDO USA seeks a Partnership Manager, Tax to deliver tax planning, preparation and advisory services to Pass‑Through clients. You will supervise staff, manage client engagements... ...+ years of public accounting experience in private client areas, with strong leadership and...TaxPrivate client
- ...this role works closely with Treasury, Tax, Financial Planning and Analysis, Legal, IT, other... ...strong problem-solving abilitiesStrong client focus with the ability to respond timelyCan... ...institutional clients, retail investors, and private-wealth clients in major markets around...TaxPrivate clientFull time
- Who You'll Work With:Private Wealth Portfolio Management Group... ...of our private client accounts. The Private Wealth... ...team to support this. The associate will gain an understanding... ...financial goals such as tax aware investing and wealth planning.What You'll Do:We are looking...TaxPrivate clientFull timeVisa sponsorship
- Job Summary:Private Client Services at BDO is a boutique practice... ...with complicated tax and financial... ...experienced in all aspects of estate, income, gift, and trust... ..., and life insurance planning.A Tax Managing... ...Responsibilities:Supervises associates, senior associates and...TaxPrivate clientPrivate practiceWork at office
- ..., LLP in Nashville seeks a Partnership Manager, Tax to provide tax and consulting services to Pass-Through clients. You will lead engagements, supervise staff, and... ...focuses on delivering high-quality tax services to private client entities and managing client...TaxPrivate client
- ...statements preparation and investor tax reporting.Trade SupportWork... ...with the Portfolio Planning process and investment forecasting... ...managers.Monitor and forecast client subscriptions and redemptions,... ...clients, retail investors, and private-wealth clients in major markets...TaxPrivate clientOdd jobFull time
$270k - $410k
...Senior Associate Or Counsel Direct Counsel represents... ...M&A transactions, and private equity deals. Responsibilities... ...and private company clients on executive... ...incentive compensation plans Handle employee benefits... ...transactions Advise on tax-qualified and...TaxPrivate client- Baker Tilly is a leading advisory, tax and assurance firm offering opportunities across services and client types. The program provides structured mentorship, training... ...managers and partners, gaining experience with private and multinational clients while advancing professional...TaxPrivate client
- Who You'll Work With: Bernstein Private Wealth Management ("Bernstein"... ...L.P. (AB), provides advanced planning strategies and a wide array of... ...and accountability in each client relationship. The firm tailors... ...client’s portfolio to minimize tax and volatility impacts, leveraging...TaxPrivate clientWork experience placement
$110k - $210k
...the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ..., as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office... ...Identifying and implementing tax planning opportunities Handling and...TaxPrivate clientFull timeWork at officeLocal areaRemote work
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