Private Wealth Associate Attorney (Tax Focus)
$150k - $165kNbutexas
Seeking a Private Wealth Associate Attorney (Tax Focus) to support advanced business and transactional tax planning for entrepreneurs and closely held companies. This role is ideal for an attorney with strong hands‑on experience drafting and implementing sophisticated tax strategies, including entity structuring, reorganizations, and tax‑efficient transactions. Opportunity Draft and implement sophisticated wealth transfer strategies, including grantor and non‑grantor trust structures Support advanced estate planning techniques such as gifting programs, estate freezes, and business succession planning Prepare detailed tax memoranda and step‑by‑step implementation plans Translate complex planning strategies into clear, executable action steps Execute planning with a high level of precision, consistency, and attention to detail Coordinate with senior attorneys, clients, and external advisors to ensure seamless implementation Qualifications Juris Doctor (JD) from an accredited law school LLM in Taxation strongly preferred (or equivalent experience) 4–8 years of post‑JD tax experience with significant drafting responsibility Strong experience in transactional tax planning and implementation Experience with partnership and corporate structuring Big 4 or accounting firm experience welcomed Compensation & Benefits Base salary range: $150k–$165k , depending on experience Quarterly bonus potential tied to objective performance metrics Work/life balance being fully remote or hybrid Medical, dental, and vision coverage 401(k), PTO, paid parental leave, and student loan assistance CLEs, professional dues, and ongoing training provided #J-18808-Ljbffr Nbutexas
- ...firm seeks a highly qualified Private Wealth Associate to join its Private Wealth... ...administration. Prepare and file estate tax and gift tax returns. Handle... ...skills and a client-team focused work ethic. Education Juris... ...development opportunities. #J-18808-Ljbffr BCG Attorney SearchPrivateTaxWork at office
$235k - $365k
...law firm, seeks a highly qualified Associate to join its premier Private Wealth Department, working from its Dallas... ...filings, preparing and filing estate tax and gift tax returns, and related... ...interpersonal skills, and a client-team focused work ethic. Qualified candidates...PrivateTaxWork at office- ...Associate, Single Stock Structuring Equity Structuring... ...team with a focus on 10b5-1 Plans, Executive... ...Restricted Stock. Across Wealth Management, Goldman Sachs... ...design. Goldman Sachs Private Wealth Management (PWM)... ..., which may include tax and estate planning, philanthropic...PrivateTaxWork at office
- ...Job Description Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM)... ...Goldman Sachs and beyond, which may include tax and estate planning, philanthropic... ...oriented environment Exceptional client focus, business development, and relationship...PrivateTaxFull timeWork at office
- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating... ...Sachs and beyond, which may include tax and estate planning, philanthropic... ...oriented environment Exceptional client focus, business development, and relationship...PrivateTax
- ...Structuring is currently seeking an Associate to work as part of the Single Stock Structuring team focused on 10b5‑1 Plans, Executive... ..., risk tolerance, and tax considerations. Responsibilities... ...transactions by working with private wealth advisors, the 10b5‑1 trading team...PrivateTaxWork at office
- ...career with Goldman Sachs Asset & Wealth Management is an opportunity... ...a dedicated partnership and focus on long-term performance. As the... ...of alternatives including private equity, growth equity, private... ...to resolve legal, compliance, tax, accounting and operational matters...PrivateTax
- ...us ****@*****.***. Private Wealth Associate Areas of Interest: Wealth Management... ...including specialty areas of the bank such as Tax, Real Estate Management, Mineral... ...in between. Facts: Operations focused in an eight-state footprint 5,000 team...PrivateTaxApprenticeshipWork at officeLocal area
- With Attorney headcount up 40% in the last 12 months ,... ...Partners for their work in Private Equity matters, this... ...team that spun off to focus on mid-market private equity... ...areas, including tax, intellectual property,... ...you are a motivated M&A Associate ready to elevate your career...PrivateTax
- ...Wealth Management Professional Are you a quick-thinking... ...driven by a relentless focus on our people, our... ...design. Goldman Sachs Private Wealth Management (PWM)... ..., which may include tax and estate planning, philanthropic... ...153860 Job Category Associate Posting Date 04/06/2...PrivateTaxWork at office
- ...multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our... ...creating a 100+ year firm-one focused on delivering an... ...Cresset is seeking an Associate, Wealth Advisor (AWA) to... ...management, alongside estate, tax and philanthropic...PrivateTaxFull timeTemporary workInternshipWork at officeLocal area
- ...Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in... ...Goldman Sachs and beyond, which may include tax and estate planning, philanthropic... ...oriented environment Exceptional client focus, business development, and relationship...PrivateTax
- ...Committee Governance Private Team Are you looking to apply your... ...individuals. Also, within Asset and Wealth Management, our premier Wealth... ..., legal, compliance, risk, tax, engineering, etc., to ensure... ...Bachelor's degree required Associate level with minimum 1 to 3 years...PrivateTax
- ...Govern the workflow of the AM Private Investment Committees through... ...understanding of the Asset and Wealth Management business and collaborate... ..., legal, compliance, risk, tax, engineering, etc., to ensure... ...Bachelor’s degree required Associate level with minimum 1 to 3 years...PrivateTax
- BCG Attorney Search is seeking a highly qualified Private Wealth Associate to join its Private Wealth Department in Dallas, Texas. This role demands 2-4 years of experience... ...will collaborate with families, prepare estate tax filings, and engage in trust and estate planning...PrivateTax
- ...Description Job Description Associate Attorney Opportunities Charlotte |... ...For Corporate / M&A Private Equity Capital Markets &... ...Restructuring Investment Funds Tax Trusts & Estates... ...guidance Long-term relationship-focused recruiting approach...PrivateTaxFlexible hours
- ...the American Rental Association’s Guide to Rental... ...insight. Our attorneys don’t grind through... ...entrepreneurial, and focused on measurable results... ...& Acquisitions | Private Equity |... ...Industrial) | Sales & Use Tax | Sports & Entertainment... ...Estates & Private Wealth Management |...PrivateTaxWorldwide
$100k
...Associate Transaction Advisory/Financial Due Diligence Alvarez... ...related M&A services for private equity, hedge funds, sovereign wealth, family office and... ...of earning analyses and focus on key value drivers for... ...financial accounting and tax services to drive value throughout...PrivateTaxPart timeWork at officeFlexible hours$28 per hour
Hire Up Staffing Services is seeking a detail-oriented Private Accountant for a well-established firm in Dallas, TX. This full-time role... ...net-worth individuals, blending accounting, financial reporting, tax coordination, and relationship management. The ideal candidate...PrivateTaxHourly payFull time- ...communities. ASSET & WEALTH MANAGEMENT The... .... The Asset Management Private investing business operates... ...team is seeking a Associate to join the Corporate Actions... ..., Legal, Risk, Credit, Tax, Compliance & across... ...tooling, specifically focused on process uplift and Operational...PrivateTaxFlexible hours
$170k - $300k
...Citi Wealth Planner Working at Citi is far more than... ...partners closely with Private Bankers and other Citi... ...Estate, gift and income tax planning Transition... ...Insurance planning Focuses on enhancing CPBs... ...professional contacts, such as attorneys and CPAs, resulting in...PrivateTaxFull timeBank staff$130k
...Senior Associate Transaction Advisory/Financial Due Diligence... ...related M&A services for private equity, hedge funds, sovereign wealth, family office and... ...of earning analyses and focus on key value drivers for... ...financial accounting and tax services to drive value throughout...PrivateTaxPart timeWork at officeFlexible hours- Asset & Wealth Management, Wealth Advisory Services, Tax Policy & Research Counsel, Vice President - Dallas Job Description... ...partnerships, S corporations, privately held C corporations, and LLCs. As... ...tax positions, with a particular focus on pass‑through entities and other...PrivateTaxWork at office
- ...HilltopSecurities is looking to hire a Wealth Management Associate. The Wealth Management Associate is... ...MIN and Correspondent firms who manage private portfolios for both high net worth... ...broker-dealer clearing firms, we are focused on building long-term client relationships...Private
- ...Regions Financial Corporation is seeking a Private Wealth Management Trust Advisor in Dallas, Texas. This role focuses on acquiring personal trust and investment management... .... Strong knowledge of trust principles and tax matters is essential. This position offers a full...PrivateTaxFull timeFlexible hours
- ...and communities. The Asset & Wealth Management space is made up of... ...a dedicated partnership and focus on long-term performance. As primary... ...differences in accounting and tax lots with custodians /... ...Identification 174345 Job Category Associate Locations Dallas, TX,...Tax
- BOK Financial is seeking an Associate Private Wealth Strategist to support its Private Wealth team. This role involves deep investment analysis... ...language. BOK Financial offers a collaborative environment focused on long-term client relationships and personalized service....Private
$225k
...commitment to work-life balance, we empower our attorneys to build rewarding careers while making a... ...impact. Job Details We are seeking a mid-level associate to join a finance-focused practice with an emphasis on private credit and lending transactions. This role offers...PrivateLocal area$225k
...Counsel is seeking experienced attorneys interested in joining a... ...connecting with high-performing associates from a variety of legal backgrounds... ...Mergers & Acquisitions Private Equity Capital Markets Finance Real Estate Tax Executive Compensation & Employee...PrivateTaxWork at officeFlexible hours
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