Associate Attorney - High Net Worth Estate & Tax Planning
City of Plant City
ShuffieldLowman in Orlando seeks an Associate Attorney with 1–4 years of experience and an LL.M. in Taxation to join our High Net Worth Planning group. You will design complex estate plans and advise on tax strategy for multi-generational families. You will collaborate with senior attorneys, coordinate with CPAs and financial advisors, and draft advanced planning documents using our proprietary drafting software. This role offers meaningful work from day one with growth opportunities. #J-18808-Ljbffr City of Plant City
- Associate Attorney: High Net Worth Estate Planning & Tax Build a Career in Sophisticated Estate and Tax Planning ShuffieldLowman is seeking an Associate Attorney with 1-4 years of experience and an LL.M. in Taxation to join our High Net Worth Planning group in our Orlando...TaxHigh net worthTemporary workWork at office
$190k - $220k
...McMahon Vitek is seeking a full-time Estate Planning Attorney with at least 5 years of experience to... ...and draft income, gift, and estate tax-sensitive estate planning documents... ...returns Advise and work with complex, high-net-worth clients Qualifications...TaxHigh net worthFull time- ..., is seeking an experienced Estate Planner / Drafter to join our... ...growing US Private Client & Tax practice. You will prepare bespoke estate planning documents for high-net-worth individuals and families and... ..., collaborating with attorneys, financial advisors and clients...TaxHigh net worthPrivate practice
- ...a well-established law firm seeking an experienced Trust & Estates Planning Attorney to join their team. The ideal candidate will have a strong background... ..., estate administration, elder law, and related tax issues. (wills, Trusts, Probates, and Asset Protection)....TaxFull timeWork at officeWork from home
- FBT Gibbons LLP in Newport Beach, CA seeks an Estate & Tax Planning Associate with 5-7 years of experience to handle sophisticated estate and tax planning for high-net-worth clients, including trust administration and business succession planning. Candidates should have...TaxHigh net worth
- ...looking for a mid-level trusts and estates attorney who wants more than a job —... ...a full caseload of estate planning matters from intake to... ...instruments. Advise on estate tax planning, asset titling, beneficiary... ...with the Managing Partner on high-complexity or high-value...TaxFull time
$120k - $160k
3. Associate Attorney: Berk Law Group in Scottsdale# Associate Attorney: Berk... ..., for probate, trust, estate, and inheritance litigation.... ...litigation, probate, or estate planning. The work includes disputes... ...with clients in sensitive, high-stakes disputes* Interest in...Full timeRemote workFlexible hours- ...County. Our practice focuses on Estate Planning, Probate and Trust Administration... ...We are seeking an experienced and highly motivated Litigation Associate Attorney to join our growing team. The ideal... ...financial advisors, accountants, tax professionals, care professionals...TaxFull timeLocal areaRemote work
- ...you an experienced Tax Manager who enjoys... ...or to move beyond high-volume compliance... ...into proactive tax planning that adds greater... ..., tax, insurance, estate planning, and more... ...CPA, EA, or tax attorney required. Minimum... ...with a focus on high-net-worth individuals....TaxHigh net worthFull timeSummer work
$120k - $150k
...We’re looking for a Tax Manager who brings technical expertise, a passion for client service, and strong leadership... ...ongoing client relationships Provide strategic tax planning and consulting for high-net-worth individuals and businesses Supervise, train, and...TaxHigh net worthLocal area- ...you are passionate about financial planning, investment management, or client service... ...wealth management firm serving high-net-worth individuals and families. We bring together... ...management, financial planning, tax strategy, and estate planning in one integrated,...TaxHigh net worthPermanent employmentFull timeWork at office
- ...seeking an experienced and client-focused Tax Manager to join their growing CPA firm.... ..., including privately held businesses, high-net-worth individuals, partnerships, S corporations... ...tax returns Provide proactive tax planning and consulting services Serve as primary...TaxHigh net worthLocal area
$165k - $195k
...serve a diverse range of clients in real estate, civil litigation, trusts and estates,... ...We’re seeking a motivated Senior Associate Attorney with 4–8 years of civil litigation experience... ..., and vision insurance (affordable plans with firm contribution). Vacation, sick...Work at office- ...Probate & Elder Law Litigation Associate Attorney Build a Meaningful Legal Career Jorgensen, Brownell & Pepin, P.C. (JBP) is seeking... ...of legal experience preferred Probate, elder law, estate planning, or litigation experience is helpful but not required Strong...Full timeWork at office
- Join the firm's Estates Department to advise clients on elder law and estate planning matters,with a strong emphasis on Medicaid planning and crisis planning. Meet... ...toprepare wills, trusts, healthcare proxies, powers of attorney, Medicaid plans, and other estateplanning...Work at officeMonday to Friday
$137.5k
...Posting Title**Managing Attorney V**Agency**807 HEALTH... ...selection of insurance plans with no pre-existing condition... ...(OHCA), providing high-level legal counsel and... ...with the Oklahoma Bar Association AND* 9 years of legal experience... ...practice of law e.g. tax, or supervisory...TaxFull timeContract workPart timeWork at officeMonday to FridayFlexible hours- ...Tax Manager At Mariner, we are seeking an experienced... ...and other tax and financial planning initiatives Review tax... ...tax planning solutions for high-net-worth individuals and closely held... ...training, and mentoring of new tax associates Qualifications:...TaxHigh net worth
- ...Hardy & Johnstone, P.C. is seeking a highly motivated Tax Manager to join our growing tax practice... ...tax engagements, providing tax planning and advisory services, developing client... ...serving closely held businesses and high-net-worth individuals. ~ Experience supervising...TaxHigh net worthLocal area
$120k
...Long Island office is growing, and we’re looking for motivated Associate Attorneys. This newly structured position provides hands‑on experience... ...reshaping how litigation is practiced. Career Development Planning: Clear expectations, defined milestones, and transparent...Full timeWork at officeRemote work- ...Tax Manager - High Net Worth page is loaded## Tax Manager - High Net Worthremote type: Hybridlocations: Delawaretime type:... ...compliance, preparation, research, correspondence and planning* Responsible for managing trust and estate-related filings (Form 1041) and enacting a...TaxHigh net worthSummer workWork at officeImmediate startMonday to FridayMonday to Thursday
$200k - $250k
...dedicated to helping high-net-worth individuals and families... ..., professional associations and targeted geographic... ...reinforce the firm’s planning‑led, relationship‑focused... ...planning, investment, tax, trust, insurance and... ...management, tax, trust, estate and insurance capabilities...TaxHigh net worth- ...We are seeking an experienced Tax Manager with a strong background in High-Net-Worth (HNW) individual taxation and partnerships... ..., provide proactive tax planning and advisory services, maintain... ...experience preferred. ~ Trust, estate, family office, and real estate...TaxHigh net worthTemporary workWork at officeLocal area
- ...With deep expertise in tax and technology, we're a... ...relationship management. Plan and run customer events... ...or another regulated, high-trust industry. ~... ...financial advisors, RIAs, attorneys, or other professional... ...programs for high-net-worth or ultra-high-net-worth...TaxHigh net worthLocal area
- ...an experienced International Tax Manager with strong inbound international tax and High-Net-Worth (HNW) experience . This individual... ..., provide cross-border tax planning and advisory services, and... ...Partnership, pass-through, trust, estate, or family office experience...TaxHigh net worthTemporary workWork at office
$110k - $200k
...Investment Advisory (RIA) firm serving high-net-worth individuals and families across the... ...and provide comprehensive financial planning and investment guidance. The... ...information on income, expenses, insurance, tax considerations, estate plans, financial objectives, and...TaxHigh net worthFlexible hours- ...offer strategic advice to ultra- and high-net-worth individuals and families,... ...professionals - including wealth planners, tax advisors, estate attorneys, and other experts - who work in concert... ...holistic, personalized wealth planning and family office solutions. This collaborative...TaxHigh net worthWork at officeLocal area
$230k - $265k
...’ll Do: The Director of Advanced Planning plays a critical role within AssetMark... ...financial planning and estate strategies for high-net-worth (HNW) & ultra-high-net-worth (UHNW)... ...plans, including retirement income, tax mitigation, estate transfer, business...TaxHigh net worthRemote workFlexible hours$140k - $160k
...relationship manager, ensuring high client retention by meeting... ...developing personalized wealth planning strategies. This role involves... ...Coordinate with internal departments (tax, legal, investment teams etc.)... ...advisory firms. We serve high-net-worth individuals & their families,...TaxHigh net worthTemporary workLocal areaFlexible hours$122.5k - $215.9k
...advisory, assurance and tax services to our... ...issues, and recognize tax planning opportunities. Candidates... ...manufacturing, real estate and construction, professional... ...Build and serve our high net-worth individual clients... ...role, function and associated responsibilities, a candidate...TaxHigh net worthWork experience placementWork at officeLocal area2 days per week3 days per week- ...Oregon, Perry and Associates offers its clientsaccounting... ..., advisory, and tax servicesfor... ...strategic tax planning, technical excellence... ...Delivers accurate, high-quality work with... ...state taxation, real estate, agriculture,... ..., trusts, or high-net worth clients. Prior...TaxHigh net worthWork at officeLocal areaRemote work
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