Senior Private Wealth Counsel — Estate Planning & Tax
Husch Blackwell
Husch Blackwell LLP seeks a Private Wealth Senior Counsel with eight years of experience to design and implement sophisticated estate plans for individuals and businesses. The ideal candidate will support wealth management, asset protection, and gift/estate tax matters within our Financial Services & Capital Markets team, with Nashville as a preferred location. The candidate should hold an active bar license in the relevant state or commit to obtaining one as soon as possible. #J-18808-Ljbffr Husch Blackwell
$185k - $275k
...We have an immediate opening for a Private Wealth Senior Counsel with a minimum of eight years of experience... ...and implementing sophisticated estate plans, including assisting individual and business... ...protection, and gift and estate tax issues. In this position, the candidate...SeniorPrivateTaxWork at officeImmediate start- A leading financial services firm is seeking a Wealth Strategist to manage complex financial needs for high-net-worth individuals... ...families. The ideal candidate will develop and implement tax and estate plans, lead client meetings, and collaborate with various advisors...SeniorTax
- ...All Jobs Senior Vice President, Wealth Advisor The Senior Vice President, Wealth Advisor is a highly... ...for providing sophisticated wealth planning guidance to clients and serving as a... ...navigate complex financial, family, trust, estate, tax, and philanthropic matters. In...SeniorTaxWork at officeLocal area
- ...attorneys in our Trusts & Estates Practice Group are... ...all aspects of estate planning and administration. Since... ...much more than preparing tax-efficient wills and... ...Fortune 500 companies, large privately-held family businesses,... ...excellence in private wealth law. Join us ....PrivateTaxWork at office
- ...the US has an opening for a Private Wealth Advisor (PWA) . This is an... ...holistically on wealth and estate planning, investments, banking, credit... ...management, estate planning, tax optimization, and retirement... ...with a title such as a PWA, Senior Wealth Manager, Private Client...PrivateTaxTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- ...in Nashville, TN is seeking a Private Business Strategist to advise... ...owners on succession, estate and tax strategies while coordinating... ...helping clients align personal wealth with business strategy. The role... ...options, and delivering integrated plans that consider capital...PrivateTax
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance... ...related to personal income, estate and gift tax and wealth retention strategies, as well as... ...current tax developmentsIdentifies tax planning and consulting...SeniorTaxWork at office
$171.6k - $338.3k
...infrastructure and real estate, mergers and... ...strategic buyers and private equity investors And... ...and apply to this Senior Manager role today!... ...financial, accounting, and tax risks associated... ..., integration planning, divestiture planning... ...include asset, wealth, and investment advisers...SeniorPrivateTaxLocal areaVisa sponsorship$110k - $130k
Who You'll Work With:Bernstein Private Wealth Management (“Bernstein”),... ...L.P. (AB), provides advanced planning strategies and a wide array of... ...portfolio, minimizing the effects of tax and volatility, with... ...management team, business heads and senior management on risk management...PrivateTaxFull timeTemporary workWork experience placement$270k - $410k
...Senior Associate Or Counsel Direct Counsel represents a prestigious AmLaw firm seeking... ..., M&A transactions, and private equity deals.... ...equity incentive compensation plans Handle employee benefits... ...equity transactions Advise on tax-qualified and nonqualified retirement...SeniorPrivateTax- Senior Tax Manager High Net Worth & Family WealthIf you are a seasoned... ...ready to lead complex estate and family wealth engagements and step into... ...-skipping transfer planning.Serve as the primary trusted... ...vision coverageMental health counseling and wellness coachingOne-on...SeniorTaxWork at officeFlexible hours
- Seven Springs Wealth Group in Nashville seeks a Wealth Advisor to join the flagship team, working closely with the CEO. You will provide holistic wealth planning, oversee client meetings, and manage funds and tax planning for sophisticated families. A secondary analytical...SeniorTax
- Finwell, Inc. in Nashville seeks an established Wealth Advisor to join our fee-only, fiduciary team. You should have an existing book... ...relationships and growth. You will provide comprehensive financial planning and investment management as a fiduciary, building trusted...SeniorPrivate
- Truxton Trust Company is seeking a Senior Vice President, Wealth Advisor. This role guides sophisticated wealth planning for clients and collaborates with Wealth Management peers to handle complex family, trust, estate, tax, and philanthropic matters. The SVP will cultivate...SeniorTax
- JOB DESCRIPTION The Senior Tax Manager is responsible for... ...Duties Performs tax planning, preparation and research... ..., which may include estates, trusts and charitable... ...and gift tax and wealth retention strategies,... ...or public accounting, private industry accounting or...SeniorPrivateTaxWork at office
- Job Summary The Tax Senior Manager, Private Client Services assists in providing tax compliance... ...related to personal income, estate and gift tax and wealth retention strategies, as well as... ...tax developments Identifies tax planning and consulting opportunities Participates...SeniorTaxWork at office
- ...is collaborating with a client to find a Senior Tax Manager based in Nashville, Tennessee.... ...successful candidate will lead complex tax planning initiatives, mentor junior staff, and... ...opportunities in a thriving firm supporting wealth advisors. #J-18808-Ljbffr SHR TalentSeniorTaxFull timeWork at office
- United Community Bank is seeking a seasoned Wealth Strategist in Brentwood, TN. In this full-time role, you will develop personalized financial plans for high-net-worth clients while collaborating with Private Bankers and various professionals. The ideal candidate has over...SeniorPrivateFull time
$139.2k - $293.5k
...our DNA across our audit, tax, and consulting groups.... ..., and investment and estate planning vehicles. Our multidisciplinary... ...tax, estate, gift, and wealth planning matters. We are seeking a Senior Tax Manager with... ...expertise within the UHNW, private client, and family office...SeniorPrivateTaxWork at officeLocal areaRemote workWorldwide- ...Overview Job OverviewA law firm seeks a Senior Associate or Counsel with public company experience to... ...benefits aspects of M&A and private equity transactions. Develop and manage tax-qualified and nonqualified retirement plans. Draft executive employment and severance...SeniorPrivateTaxTemporary workRemote work
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...and guidance to clients on tax planning, compliance, and strategy. These... ...and increased efficiencies. As a Senior Associate you shall analyze complex...SeniorTaxFull timeSecond jobH1b- 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... ...executive presence, client relations, and strategic tax planning within a respected national firm known for ESOP #J-18808...Tax
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal... ...and implementing strategic tax planning initiatives to address client...SeniorTaxFull timeH1bLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...Management - Renewable Energy Tax Senior Manager, you will play a pivotal... ...the development of innovative tax planning solutions and methodologies-...SeniorTaxFull timeH1bLocal area- ...seasoned and client-focused Wealth Strategist to join our team.... ...personalized, comprehensive financial plans for high-net-worth (HNW)... ...collaborate closely with Private Bankers and colleagues across... ...covering investment, retirement, estate, tax, risk management, and...PrivateTaxFull timeLocal areaRemote work
$230k - $275k
...serve. We have an immediate opening for a Private Wealth Associate with four to eight years of experience... ...will have experience in sophisticated estate planning and drafting, trust and estate administration, estate and gift tax, and charitable planning. Prior law firm experience...PrivateTaxWork at officeImmediate start- ...existing client relationships The Private Wealth Advisor Development Framework... ...Protection, Comprehensive Financial Planning, Retirement Planning, Strategic Planning, Estate Planning, and College Planning.... ...-cap equity, income-generating, tax-exempt fixed income, and...PrivateTax
$270k - $410k
...same place. Job Summary We are seeking a Senior Associate or Counsel with public company experience to join... ...disclosures, employee benefits aspects of M&A and private equity transactions, tax-qualified and nonqualified retirement plans, executive employment and severance...SeniorPrivateTaxTemporary workLocal areaRemote workRelocationFlexible hours$128k - $252.5k
...infrastructure and real estate, mergers and... ...transactions with corporate and private equity clients, this role... ...capture value. As a Senior Consultant in M&A Finance... ...readiness, integration planning, separation planning, and... ..., treasury, and tax coordination3+ years of...SeniorPrivateTaxLocal area- ...THE ROLE This is a Wealth Advisor seat on the firm’s flagship... ...wealth advisory: financial planning, client meetings, preparation... ...planning, investment strategy, taxes, and estate planning for HNW and UHNW... ...financial analysis M&A advisory, private equity, investment banking,...PrivateTaxWork at office
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