Senior Trusts & Estates Counsel | High-Net-Worth Planning
Fox Rothschild
Fox Rothschild LLP is looking for a Trust & Estate Associate based in Atlanta, GA. The ideal candidate will possess five to seven years of experience supporting our Taxation and Wealth Planning Department. Responsibilities include advising high-net-worth individuals on complex wealth transfer and estate planning matters, and collaborating effectively with fiduciaries in trust and estate administration. Candidates must have a Juris Doctorate and be licensed to practice law in Georgia. This role offers a chance to impact long-term client objectives through tailored advice. #J-18808-Ljbffr
- ...support their Taxation and Wealth Planning Department. Candidates must... ...include advising high-net-worth individuals on complex wealth... ...transfer strategies, drafting estate planning documents, and collaborating with fiduciaries on trust administration. This role is...SeniorHigh net worth
- AMS-Staffing-Inc is seeking a Trust & Estate Attorney in Atlanta, GA. This contractor position... ...and the autonomy to lead a high-performing planning team. Ideal candidates have a strong... ...delivering integrated solutions for high-net-worth clients. #J-18808-Ljbffr AMS-...SeniorHigh net worthFor contractors
$150k - $180k
...JobTitle: Attorney – Trust & Estate Location: Atlanta, GA 30339 Salary/Payrate: $150-1... ...an Independent Consultant and lead a high-performing planning team. This role offers the perfect balance... .... Our client base includes high-net-worth and ultra-high-net-worth individuals...High net worthContract workFor contractors$225k - $340k
...Chicago | Hybrid Trusts & Estates Associate Attorney AmLaw 100 Opportunity... ...interested in working with high-net-worth individuals, families,... ...fiduciaries on sophisticated estate planning, wealth transfer, trust... ..., analytical, and client counseling skills Excellent academic...High net worthWork at office- ...Advanced Planning Attorney + Manager – Employee (Trusts + Estates) – Hybrid The Opportunity A well-established Atlanta-based law firm is seeking an experienced... ...planning team. Our client base includes high-net-worth and ultra-high-net-worth individuals, families, and...High net worthFlexible hours
$115k - $135k
A prestigious legal firm in Atlanta is seeking an experienced Trust & Estate Planning Attorney. The ideal candidate will have at least 5 years of experience, significant knowledge in estate planning and probate administration, and a Juris Doctorate. Responsibilities include...Senior- A leading financial advisory firm in Atlanta is seeking a Senior Wealth Planner to provide tailored financial advice to high-net-worth clients. Responsibilities include creating comprehensive financial plans and maintaining client relationships. Ideal candidates will possess...SeniorHigh net worth
$70k - $90k
...Senior Associate, Tax Atlanta, GA; Bellevue, WA... ...management firm serving ultra-high net worth families, single... ...as well as integrated planning and coordination... ...guidance, wealth and estate planning support, philanthropic... ...review of individual, trust, partnership, and...SeniorHigh net worthInternshipWork at officeFlexible hours$150k
...Tax Attorney – Estate & Succession Planning (High-Net-Worth) Location: Atlanta, GA (Onsite) Presented by New Gig Solutions Position Overview New... ...techniques, including: Grantor Retained Annuity Trusts (GRATs) Intentionally Defective Grantor Trusts (IDGTs...High net worthFlexible hours$150k
...Description Tax Attorney – Estate & Business Succession Planning Atlanta, GA | Up to $1... ...is partnering with a highly respected and growing law... ...planning matters for high-net-worth individuals, business owners... ...offices, and other trusted advisors Stay current...High net worthFor contractorsFlexible hours$150k
...Tax Attorney – Estate & Succession Planning Atlanta, GA | Up to $150,000 Base Salary... ...into a more sophisticated, high-impact practice? New Gig... ...planning for high-net-worth individuals and closely held... ...IDGTs and sales to grantor trusts SLATs Dynasty trusts...High net worthRelocationRelocation packageFlexible hours- ...to support our Taxation and Wealth Planning Department. This role is ideal for a sophisticated trusts-and-estates practitioner who advises high-net-worth individuals on complex wealth transfer... ..., and ancillary instruments. Counsel trustees and executors on the administration...High net worthFull timeFor contractorsWork at office
- Advisor Group seeks a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. Candidates will need deep knowledge of financial planning concepts, especially in Estate Planning, Business Planning, and Tax Planning. This full-time role requires...SeniorHigh net worthFull timeWork at office
- ...STRATEGIC RECRUITMENT SOLUTIONS L.L.C. is seeking an Advanced Planning Attorney and Manager in Atlanta. This role offers a unique blend of autonomy and collaboration, focused on trusts and estates. Ideal candidates will have a minimum of 5 years of experience, complemented...SeniorFlexible hours
$115k - $135k
...about us We are seeking an experienced and dynamic Permanent Trust & Estate Planning Attorney to join our prestigious legal team. The successful... ...requires an attorney who is comfortable dealing with complex and high-value estates and is well-versed in the creation and...Permanent employment- Aligned Talent Acquisition seeks a Trusts & Estates Associate Attorney for a nationally recognized law firm in Chicago. This role involves working with high-net-worth clients on estate planning, wealth transfer, and trust administration. Candidates should have 3-6 years...High net worth
- ...open at the experienced Staff, Senior and Manager level with select... ..., s-corp or individual / high net worth), CPA track - Call to discuss... ...reviewing complex individual, trust, partnership, not-for-profit,... ...start to finish, which includes planning, executing, directing, and...SeniorHigh net worthWork at officeLocal areaRelocation
$110k - $190k
...seeking an experienced professional for an estate planning role in Atlanta, GA. Candidates must hold... ...have a minimum of 5 years of experience with trusts and estates. This position involves working closely with ultra-high net worth clients and collaboration with attorneys...High net worth- Senior Tax Manager - High Net Worth - Atlanta, GA Who: A highly experienced tax professional with specialized fiduciary, trust, and estate expertise and 8+ years handling complex high-net-worth tax matters... ...advanced high-net-worth tax planning while delivering exceptional...SeniorHigh net worthFull timeWork at officeImmediate start
- Tax Senior Manager - High Net Worth - Remote Who: A highly experienced tax professional with at least... ...referrals, prepares and reviews complex trust, estate, and gift tax filings, manages... ...returns, plus high‑net‑worth 1040 planning affecting estate and gift taxation....SeniorHigh net worthFull timeWork at officeImmediate startRemote work
- ...Job Description Senior Tax Associate Location: Hybrid Schedule Type... ...wealth, tax, and financial planning services to ultra-high-net-worth families, family offices, and mission... ...preparation and review of individual, trust, partnership, and multi-state returns...SeniorHigh net worthWork at office
$95k - $110k
Senior Tax Accountant / Tax Supervisor - Atlanta, GA Who A highly skilled tax professional with 4-8... ...demand and succession planning are creating the... ...and provide trusted advisory support... ...owners and high‑net‑worth individuals. This... ...across succession, estate, and retirement planning...SeniorHigh net worthWork at officeImmediate start- ...Tax Senior Associate - Asset Management & Fund Services Bennett... ...services to businesses and high net worth individuals. Consistently... ...quarterly estimates, and tax planning strategies for fund clients... ...with clients, serving as a trusted advisor on fund-related tax...SeniorHigh net worthLocal area
- Tax Senior - High Net Worth - Remote Who: An experienced tax professional with 5+ years of ultra... ...Provide final technical review of 1041 trust and estate income tax returns. Research... ...strategic recommendations. Oversee planning, organizing, and coordinating client...SeniorHigh net worthFull timeWork at officeImmediate startRemote work
- ...Experienced Tax Associate/Tax Senior - Atlanta, GA Who: A tax... ...conduct tax research, support tax planning initiatives, and begin... ...sophisticated client base including high-net‑worth individuals and businesses... ...Prepare and review individual, trust, partnership, and corporate tax...SeniorHigh net worthFull timeWork at officeImmediate startFlexible hours
- ...Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job... ...corporations, partnerships, and high-net-worth individuals Provide strategic tax planning and compliance services ,... ...client relationships, serving as a trusted tax advisor Mentor, train, and...SeniorHigh net worthFull timeRemote workFlexible hours
- ...Tax Associate or Tax Senior Associate with 1-3 years... ...tax research, tax planning, and preparation of supporting... ...base consisting of high-net-worth individuals and... ...& distribution, real estate, and service and technology... ...and review individual, trust, partnership, and...SeniorHigh net worthWork at officeFlexible hours
$70k - $130k
...continues to grow! The Senior Associate Wealth... ...wealth transfer planning a primary... ...experience at RBC for its high net worth (HNW) and ultra-high... ...for tax and estate planning, business... ...succession planning, trust and charitable planning... ...tax or legal counsel. Act as a subject...SeniorHigh net worthTemporary workFlexible hours$110k - $190k
PowerToFly is looking for an Estate Planning Strategist, Vice President... ...involves collaborating with senior strategists and financial advisors... ...estate and tax planning to high-net-worth clients. The ideal candidate... ...5 years of experience in trusts and estates. The expected...High net worth- ...strategic advice to ultra- and high-net-worth individuals and... ...31, 2025. Position A Senior Wealth Planner is a dedicated tax and estate professional who is focused... ...with ongoing financial planning needs, as well as... ...Financial LLC, Rockefeller Trust Company, N.A., The...SeniorHigh net worthWork at officeLocal area
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