Trusts & Estate Counsel | Tax & Wealth Planning
City of Plant City
Fox Rothschild LLP seeks an attorney to join the Taxation & Wealth Planning Department in their West Palm Beach office. The ideal candidate has 4–10 years of experience across estate planning, tax planning, probate, and trust and estate administration. The role involves advising individuals and families on planning needs and delivering practical strategies for short- and long-term goals. The position requires a JD and Florida bar licensure; an LL.M. #J-18808-Ljbffr City of Plant City
- ...Law Group, LLP is a full-service trust and estates law firm. The firm deals with all aspects of wealth management, wealth preservation... ...their legacy, optimize tax efficiencies, and achieve their... ...opportunity to work closely with estate planning professionals, financial...Tax
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- ...Connor's Private Client, Trusts & Estates group (“PCS”) is... ...long-term succession planning process for an established... ...transfer, and income tax planning matters Design... ...and implement complex wealth transfer strategies for... ...and families Counsel clients regarding family...TaxPrivate practiceWork at office
- ...to join our esteemed Taxation & Wealth Planning Department in the West Palm Beach... ...well-rounded background across estate planning, tax planning, probate, and trust and estate administration. This... ...healthcare directives. Provide counsel on tax-efficient strategies for...TaxFull timeTemporary workFor contractorsWork at officeLocal area
- Raymond James Financial, Inc. seeks an experienced trust professional to administer personal trust accounts, coordinate tax planning, and advise beneficiaries. You will work with financial advisors to define goals, review portfolios, and ensure compliance with trust policies...Suggested
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$300k - $400k
Thompson Coburn in Chicago is seeking an attorney with 9+ years of estate planning to join its Private Client practice. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high net worth individuals and families on complex estate and...TaxPrivate practice- Client Service Associate - Argent Wealth Management Waltham, MA, USA Job Description... ...AM Your Future Team Investments, estate, tax and financial planning - all under one roof. Argent Wealth... ...solutions, and create long-lasting, trusted relationships. What You’ll Do You...TaxPermanent employmentWork at officeLocal area
- AGTalentAlliance is seeking a Tax Accountant to support tax compliance, planning, and consulting for high-net-worth individuals, families, trusts, estates, and closely held businesses in a remote... ...data, and collaborate with wealth advisors and planning teams to deliver...TaxRemote job
- ...an attorney with 4–10 years of experience to join the Taxation & Wealth Planning Department. The ideal candidate will bring a well-rounded background across estate planning, tax planning, probate, and trust and estate administration to deliver practical strategies for...TaxWork at office
$90k - $150k
...of divorce, prenups, estate planning and estate administration... ..., asset structures, tax concerns, and other planning... ...of complexity and wealth. Drafting, reviewing,... ..., corporate counsel, and other members of... ...federal estate planning, trust, probate, and tax law....TaxFull time- ...Boutique firm in Queens NY specializing in Trust & Estates, Estate Planning and Probate, and guardianships Why... ...the legal aspects of managing their wealth and ensuring their assets are... ..., setting up trusts, and advising on tax matters. This is a permanent position...TaxPermanent employmentLocal area
- Operations Manager - Wealth Team Location: Daytona Beach, FL (In-Office) Company... ...providing our clients with holistic planning, investment management and tax preparation services to individuals, business entities, trusts, estates, and pension plans. Our philosophy is...TaxWork at office
- All Jobs > Senior Vice President, Wealth Advisor The Senior Vice President, Wealth Advisor... ...for providing sophisticated wealth planning guidance to clients and serving as a... ...clients navigate complex financial, family, trust, estate, tax, and philanthropic matters. In addition...TaxWork at officeLocal area
$70 per hour
...LOD), a Consilio company, is assisting a law firm in seeking a Trust & Estate Attorney to join their team on a remote, long-term engagement... ...commensurate with experience Responsibilities Conduct estate planning meetings with clients Customize, proof, and tailor estate...Hourly payPermanent employmentFull timeWork at officeImmediate startRemote work- EP Wealth Advisors is a wealth management firm serving high-net-worth clients. The Associate Wealth Strategist analyzes client portfolios and tax situations and develops estate, income, gift, and charitable planning strategies in client-ready deliverables and meetings....Tax
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- ...Holdings is seeking a seasoned professional to manage estate planning and trust administration. The role involves supporting the... ...of family trusts, coordinating with outside counsel, and ensuring compliance with tax and regulatory requirements. The position requires...Tax
- * Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with... ...make recommendations to clients. May provide direction to wealth strategists and associates.* Retains and grows assets under...Tax
$90k - $120k
Senior Associate Wealth Planner - Family Office Full Time Minnetonka, MN, US... ...provides comprehensive wealth planning, investment management, tax, insurance, accounting, and personal... ...plans, investment portfolio support, trust and estate analysis, and day-to-day planning...TaxFull timeWork at officeWork from homeFlexible hours3 days per week- At Integrated Wealth Partners, we believe wealth should have a purpose .... ...firm providing integrated financial planning, investment management, tax strategy, estate planning, and wealth transition... ...advice, take action, and want a trusted team supporting their Wealth With...TaxFull time
$90.5k - $150k
...Job Description Job Description Trust & Estate Administration Paralegal Based in New Jersey... ...preparation of federal and state estate tax returns fiduciary income tax returns and... ...matters Assist attorneys with estate planning administration and trust-related...Tax- ...National Law Firm has a need for an Estate Planning Attorney. This is a hybrid... ...experience in high-net-worth trust and estate planning and... ...of relevant state and federal tax laws. Experience with domestic... ...assets; and tax-efficient family wealth transfer strategies is a...TaxFull time
- The Manager of Estate Planning and Trust Administration will work under the general supervision of the... ...relevant law; Coordinate with outside counsel on planning, execution and implementation... ...of foundation in compliance with tax laws Assist with structuring and administration...TaxWork at officeFlexible hours
$180k - $250k
...Hours — Join a Collaborative Estate Planning & Elder Law Practice in... ...confidence, compassion, and trusted legal guidance. We offer the... ...documents Advise clients on wealth preservation, long-term care... ..., responsiveness, and legal counsel Interested in hearing more...Local area- ...the United States seeks an Executive Wealth Strategist to serve as the... ...relationship, delivering holistic wealth, tax, estate, and financial planning guidance informed by company programs... ...investment management, credit, banking, and trust planning to deliver tailored...Tax
- ...of America in Boston seeks an Executive Wealth Strategist to act as quarterback for the... ...relationship, delivering tailored wealth, tax, estate and financial planning within the company’s compensation programs. You will build trusted senior-level relationships, coordinate...Tax
$110k - $130k
...relationships with national capabilities in bookkeeping, tax, advisory, and growth planning. We adapt to client preferences for in-person or online interactions... ...tax returns for individuals, partnerships, corporations, trusts, and other entities. Ensure compliance with applicable...TaxPermanent employmentWork at officeLocal areaRemote workFlexible hours
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