Senior Private Wealth Counsel Estate & Tax Planning
Husch Blackwell
Husch Blackwell LLP in the United States seeks a Private Wealth Senior Counsel with a minimum of eight years of experience, preferably in wealth planning and estate matters. The firm notes multiple offices and a virtual option via The Link, with strong preference for candidates in Dallas, Kansas City, Los Angeles, Milwaukee, Nashville, or St. Louis. The ideal candidate will design and implement sophisticated estate plans, advise individuals and business clients on wealth management, gift and #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$160k - $200k
...goals.EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in... ...business owners on complex tax planning and compliance matters.In this... ...clients on income tax planning, wealth transfer planning, trust and estate...SeniorPrivateTaxFull timeLocal area- Husch Blackwell LLP in Minnesota seeks a Private Wealth Associate with four to eight years of experience to handle sophisticated estate planning, drafting, trust and estate administration, and related tax matters. Prior law firm experience is required, and the successful...SeniorPrivateTaxRemote job
$122k - $170k
...A Day in the LifeAs a Senior Tax Manager, you will be responsible... ...the transition of wealth from one generation to... ...:Reviewing gift, estate and fiduciary tax... ...and business succession planning.Assisting clients who... ...-through entities and private foundations.You excel...SeniorPrivateTaxWork at officeLocal areaVisa sponsorship$74.93k - $153k
...clients and their trusts, estates, family offices,... ...solutions to complex tax issues? Do you not only... ...with Deloitte’s growing Private Wealth practice! Recruiting for... ...You’ll Do As a Tax Senior in our Private Wealth... ...projects related to tax planning opportunities and the...SeniorPrivateTaxPrivate practiceWork at officeLocal area$102k - $120k
...which integrates financial planning, investment management, tax and estate planning, insurance, and... ...and challenges. Regis Wealth Advisors work hand‑in‑hand... ...will help a wide range of private investors, business owners... ...leverage to the Senior Wealth Advisor and their...PrivateTaxTemporary workWork at officeLocal areaRemote workMonday to Friday- Messerli Kramer, P.A. seeks an Associate to support our Estate Planning Team across our St. Michael and Minneapolis offices in a hybrid... ...strategies, asset protection, succession planning, and tax-efficient wealth transfer strategies. The ideal candidate has 3+ years of estate...Tax
- Messerli Kramer, P.A. is seeking an Estate Planning Associate Attorney to support our seasoned estate planning team. The role is a hybrid... ..., families, and business owners on wills, trusts, and tax-efficient wealth transfer strategies, while drafting documents and building...Tax
- ...and 10+ years in trust administration and estate planning to serve high-net-worth clients. You... ...projections, and coordinate with outside counsel. Travel for client meetings may be required... ...work across Insurance, Investments, Accounting and Tax. #J-18808-Ljbffr WaycrosseSeniorTax
- Bank of America is seeking an experienced private banking professional in Minneapolis to lead client... ...branded client experience, understand client wealth strategies, and provide integrated recommendations across wealth planning, credit facilities, banking, and asset...SeniorPrivate
$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- ...working world. The opportunity Private Tax is a growing practice within... ...technically demanding tax planning and compliance projects... ...A thorough understanding of estate and wealth planning; as well as experience... ...the confidence to challenge senior colleagues and stakeholders...SeniorPrivateTaxWork experience placement
- U.S. Bank is seeking a Wealth Strategist in Minneapolis to partner with Private Wealth Advisors to bring new client relationships... ...relationships across wealth planning, estate planning, and wealth transfer needs. Expertise in fiduciary, tax, and trust strategies is valued....PrivateTax
- ...through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...and Investment Analyst Senior serves as a key member of... ...across the firm's public and private investment platforms.This... ...structure, ownership, succession planning, and operational controls....SeniorPrivateTaxFull timeWork at office
$122k - $170k
Eide Bailly LLP in Minneapolis, MN is seeking a Senior Tax Manager to assist clients with wealth transition and estate planning. You will be responsible for reviewing tax returns, coaching staff, and managing client relationships. Candidates should have a Bachelor's degree...SeniorTax$102k - $190k
...Wealth Sales & Service Develops, manages, retains and grows profitable... ...and executes a business plan to profitably grow overall banking... ...appropriate credit and tax-favourable structures to meet... .... Makes recommendations to senior leaders on strategy and new initiatives...SeniorPrivateTaxPart timeShift work$102k - $190k
...StreetJob Family Group:Wealth Sales & ServiceDevelops,... ...and executes a business plan to profitably grow overall... ...appropriate credit and tax-favourable structures to... ...Makes recommendations to senior leaders on strategy and... ...on performing in a real estate agent capacity.Salary :$...SeniorPrivateTaxContract workPart timeLocal areaShift work$113k - $225k
...through industry-focused wealth advisory, digital, audit, tax, consulting, and... ...clients and 75,000 privately held businesses, creating... ...selectively adding senior wealth advisors in... ...—a comprehensive, planning‑led experience anchored... ..., insurance, and estate and retirement planning...SeniorTaxFull timeWork at officeShift work- A leading global professional services firm seeks a Private Tax Manager in Minneapolis. This role involves advising high-growth private companies and managing client relationships. Candidates must have a bachelor’s degree, CPA certification, and at least 8 years of experience...SeniorPrivateTax
$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$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...and guidance to clients on tax planning, compliance, and strategy. These... ...creative tax solutions. As a Senior Associate you will analyze complex...SeniorTaxFull timeH1b$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- ...experienced Corporate Associate / Senior Attorney to join its Corporate... ...one or more of the following: private placements, operating and shareholder agreements, succession planning, tax-related matters, financing transactions, real estate acquisitions and leasing,...SeniorPrivateTaxContract work
$150k - $200k
...with not-for-profits, private developers, and state and... ...the issuance of tax-exempt and taxable bonds... ...join the public finance Senior Living team. This role... ...origination, strategic planning, relationship development... ...Healthcare finance or real estate finance;Strategic,...SeniorPrivateTaxFull timeLocal area- Job Summary:A Tax Experienced Senior, Core Tax Services is responsible for utilizing research skills... ...for filing, participating in tax planning, recognizing and communicating potential... ...experience and/or public accounting, private industry accounting or consulting/professional...SeniorPrivateTaxWork at office
- Job Summary:Private Client Services at BDO is a boutique practice... ...people with complicated tax and financial structures. The... ...in all aspects of estate, income, gift, and trust tax... ...retirement, and life insurance planning.A Tax Experienced Senior, Private Client Services (PCS...SeniorPrivateTaxPrivate practiceWork at office
- EisnerAmper seeks a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis, MN. The successful candidate will oversee tax planning and compliance for high-net-worth individuals and families, while mentoring staff and...SeniorTaxLocal area
$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- ...Join to apply for the Tax Senior Associate role at EisnerAmper Job Description... ...Senior Associate to join the Private Client Services (PCS) team.... ...Responsible For Coordinate, plan, and supervise multiple... ...returns for individuals, trust/estates, and or entities Preferred/...SeniorPrivateTaxTemporary workWork at officeLocal area
- ...remote work Sandahl & Damhof is an estate planning law firm that works with high-... ...-worth families on estate and tax planning, probate, trust administration, and related wealth planning matters. We take a... ...attorney who can step into a senior role within our estate...SeniorTaxWork at officeRemote workWork from homeRelocationMonday to Thursday3 days per week
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