Estate Planning and Tax Associate Attorney
BCG Attorney Search
Job Overview A law firm seeks an Estate Planning and Tax Associate Attorney in Cincinnati, OH. This role offers the chance to collaborate with seasoned professionals while building a personal practice in a supportive, client-centered setting. Duties Prepare and review wills, trusts, powers of attorney, and other estate documents. Handle probate and estate matters efficiently. Provide counsel on individual, fiduciary, estate, gift, and generation‑skipping transfer taxes. Requirements 3-5 years of experience in estate planning and/or tax law. Active member in good standing of the Ohio and/or Kentucky bar. Excellent oral and written communication skills. Ability to work independently and collaboratively. Strong academic credentials. Education JD from an ABA‑approved law school. Certifications Active bar membership in Ohio and/or Kentucky. Skills Proficiency in estate planning and tax law. Strong communication and interpersonal skills. Ability to manage multiple tasks effectively. Benefits 401(k) with matching. Dental and health insurance. Flexible spending and health savings accounts. Life insurance. Paid time off and parental leave. Vision insurance. Employee assistance program. #J-18808-Ljbffr BCG Attorney Search
- ...A well-established, growing, mid-sized Cincinnati-based firm is seeking an attorney for its estate planning department. Qualified candidates should have experience in estate planning, and trust and estate administration. Some portable business is ideal, but not required...SuggestedFull timeImmediate startRelocation
- Job Overview A law firm seeks a Trust and Estates Attorney in Cincinnati, Ohio, to support clients in estate planning, wealth management, and family management matters. This... ...drafting and administering trusts, advising on tax-efficient wealth transfer strategies, and...Suggested
- ...sized law firm in Cincinnati, Ohio is seeking an experienced Estate Planning Attorney to join its expanding practice. The firm offers a broad... ...high‑net‑worth individuals, families, and business owners on tax‑efficient wealth transfer strategies Assist with trust administration...Suggested
- BCG Attorney Search is hiring an Estate Planning and Tax Associate Attorney in Cincinnati, OH. This position allows for collaboration with experienced professionals while developing your own practice in a supportive environment. The ideal candidate will have 3-5 years...SuggestedFlexible hours
- Aspen Careers, LLC is seeking a Senior Trust & Estates Attorney for a prestigious law firm in Cincinnati. This role involves advising clients on sophisticated estate planning, wealth transfer, and fiduciary matters while working in a supportive team environment. Applicants...Suggested
- ...Sophisticated Private Wealth Team - Senior Trust & Estates Attorney Opportunity in Cincinnati! Aspen... ...and families on sophisticated estate planning, wealth transfer, and fiduciary... ...trusts, wills, fiduciary administration, and tax-efficient wealth transfer strategies Collaborate...Private practiceWork at office
- A mid-sized law firm in Cincinnati is on the lookout for an attorney specialized in estate planning. The role involves immediate client interaction and providing legal services in trust and estate administration. Candidates should have a Juris Doctor and be licensed to...Immediate start
- ...Cincinnati, focused on serving individuals and families in estate planning, elder law, and probate. Founded and led by Shane Krugler,... ...decisions. Role Description This is a full-time, on-site Associate Attorney position. The Associate Attorney will primarily be responsible...Full time
- Bonham Solutions, a respected law firm in Cincinnati, Ohio, is looking for an experienced Estate Planning Attorney. This position offers opportunities for autonomy and leadership, emphasizing a collaborative environment and long-term growth. Candidates should have a strong...
- Krugler Law in Cincinnati is seeking a full-time Associate Attorney to focus on estate planning, trust administration, and probate processes. The role involves drafting legal documents, advising clients on elder law matters, and providing guidance through sensitive decisions...Full time
- ...seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part... ...Act as a resource to the business management team for tax planning, tax research, and ongoing education of tax-related developments...Full timeWork at officeLocal area
- ...place to work. About Tax Services Dean... ...the Role The Tax Associate Director, High Net Worth... ...provides strategic tax planning and advisory services... ...and collaborating with attorneys, wealth advisors, and... ...planning for trusts, estates, partnerships, and S corporations...Work at officeLocal areaNight shift
$88.9k - $128.4k
...processes and controls, strategic policy design and international tax planning, intangibles migration, royalty rate calculations, and cost... ...factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education,...Work experience placementWork at officeLocal area- As a senior tax associate, you will work directly with the tax team and wealth management teams to deliver personal, Fiduciary, S-Corporation... ...aimed at client retention; support clients as it relates to planning, projects and compliance requirements Prepare tax returns,...Work at office
- ...management firm in Cincinnati is looking for an entry-level Tax Associate. This role is perfect for new graduates or candidates with up... ...tax returns, assist with tax notices, and gain exposure to tax planning. This position offers a hybrid work arrangement with a focus...
$29.8 - $42.79 per hour
ASPIRIANT LLC is seeking an Associate in Tax Services located in Cincinnati, Ohio. The role involves preparing individual income tax returns, responding to tax notices, participating in tax planning, and collaborating with clients for effective service delivery. Candidates...Hourly payFull time- Macy's is looking for a Tax Assistant to support the Property Tax function by managing tax bill processing and resolving tax-related issues. The ideal candidate will have a Bachelor's degree and 1-3 years of accounting experience. Excellent organizational skills and proficiency...Work at office
$135k - $185k
...strategic thinker and hands-on leader with deep expertise in Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC). Experience... ...credit programs. * Collaborate with colleagues on strategic planning to assist in growing the practice. Qualifications: * Minimum...Remote workFlexible hours- Tax Senior Accountant Overview: We are seeking a detail-oriented and experienced Tax Senior Accountant to join our team. This... ...preparing and reviewing complex tax returns, assisting with tax planning and compliance, and supporting clients or internal stakeholders...Local areaRemote work
- ...Senior Tax Accountant | Tax Supervisor – REMOTEA well-established professional services firm is... ...preparation with exposure to broader financial planning services, offering long-term growth and development in areas like estate, succession, and retirement planning.Key ResponsibilitiesPrepare...Work at officeRemote work
- ...Oversee company-wide cash flow management, forecasting, and liquidity planning. Develop financial models, forecasts, and scenario analyses... .... Coordinate with external CPA firms and advisors regarding tax filings, financial reporting, and compliance matters....
- ...Tax Advisor At H&R Block, we believe in the power of people helping people. Our defining... ...and inspire confidence in our clients, associates, and communities everywhere. We also... ...a long-term strategy and transformation plan known as Block Next. This multi-year roadmap...
$147.4k - $336.8k
...: Anywhere in Country The opportunity Our tax function is constantly evolving, and it's here... ...There isn't an average day for a Real Estate Tax Senior Manager - so you're likely to spend your time on a variety of tax planning projects, responsibilities and tasks for a...Summer holidayFlexible hours$66k - $87.5k
...Participate in the design and administration of financial reporting and planning systems. Responsible for the development and data management... ...75%+ of the time. Compliance Statement The associate is responsible for meeting all compliance requirements imposed...InternshipLocal area- ...Tax Senior Manager, Private Client Services The... ...related to personal income, estate and gift tax and wealth... ...Identifies tax planning and consulting opportunities... ...Supervises associates, senior associates and... ...Certifications: CPA or Licensed Attorney, required CFP or...Work at office
$33 - $36 per hour
...Your work will include, but not be limited to: Considering tax issues associated with mergers and acquisitions. Researching complex tax... ...external tax alerts on current tax developments and emerging planning techniques. Assisting with internal tax education function...InternshipWork at officeLocal areaFlexible hours- Waverly Advisors, LLC in Cincinnati, Ohio is seeking a Tax Accountant to support high-quality tax planning and return preparation for high-net-worth clients. The role requires a Bachelor's degree in Accounting or Finance and 0-3 years of relevant experience. Responsibilities...Flexible hours
- A leading tax services firm is seeking a Tax Advisor in Cincinnati, Ohio, to build and manage year-round client relationships. The successful... ...will provide comprehensive tax preparation, audit support, and planning, requiring a background in tax with at least 5 years of...
- ...investments, offering truly in-depth financial planning. We set ourselves apart by actually... ...the Waverly Business Services team, the Tax Accountant supports the delivery of high-... ...and verify input for individuals, trusts, estates, partnerships, and corporations. Assist...Full timeLocal area
$116.2k - $212.9k
...and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose... ...come join our dynamic FSO team! Handling tax in such a large, sophisticated organization... ...industry. Developing clear, intelligent plans and approaches to improve our clients' tax...Summer holidayFlexible hours
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