Trusts & Estates Paralegal - High‑Net‑Worth Tax Planning
Thomas B. Reynolds, P.C.
Thomas B. Reynolds, P.C. in Atlanta seeks an experienced Trusts & Estates Paralegal to support a sophisticated estate tax planning and administration practice with high-net-worth clients. You will work closely with the attorney on complex matters, drafting and revising wills, trusts, powers of attorney, and related documents; assist with tax filings and probate matters; and coordinate with CPAs and appraisers in a collaborative, mostly in-office environment. #J-18808-Ljbffr Thomas B. Reynolds, P.C.
$65k - $80k
Trusts & Estates Paralegal - Estate Tax Planning & Administration About the Opportunity A well-established lawyer with... ...& Estates Paralegal to provide high‑level support. This position is full... ...the attorney on complex, high‑net‑worth matters and have significant autonomy...TaxHigh net worthFull timeWork experience placementWork at officeFlexible hours$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... ...skipping transfer, and income tax planning preferred Experience...TaxHigh net worthWork at office- ...their Taxation and Wealth Planning Department. Candidates... ...include advising high-net-worth individuals on complex... ...strategies, drafting estate planning documents, and... ...collaborating with fiduciaries on trust administration. This... ...that reflect evolving tax laws and family...TaxHigh net worth
$150k - $180k
...seeking a seasoned Trust & Estate Attorney to join as... ...Consultant and lead a high-performing planning team. This role offers... ...base includes high-net-worth and ultra-high-net-... ...team of attorneys and paralegals, ensuring timely and... ...clients on complex tax strategies to...TaxHigh net worthContract work- Adams & Martin Group in Atlanta, Georgia is looking for an Estate & Trust Administration Professional to support a growing legal team. The... ...individual will have extensive experience in estate administration, tax filings, and fiduciary accounting, working collaboratively...Tax
- ...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... ...strategies that reflect evolving tax laws and family dynamics. We are not...TaxHigh net worthFull timeFor contractorsWork at office
$130k - $160k
...Job Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base... ...established CPA consulting, advisory and tax planning firm is looking for a Trust & Estate... ...to take ownership of a complex, high-net-worth client portfolio. This is a fully...TaxHigh net worthImmediate startRemote workRelocation- ...Description Job Description Trust & Estates Associate Attorney Direct... ...estates experience advising high-net-worth individuals and families on sophisticated estate planning and wealth transfer matters.... ...planning strategies, including gift tax planning, charitable giving,...TaxHigh net worthWork at office
- ...a seasoned Attorney specializing in Trust & Estate in Atlanta, GA. This permanent, full-... ...opportunities and the chance to lead a high-performing planning team. The ideal candidate will have a... ...teams, advising clients on complex tax strategies, and developing succession...TaxHigh net worthPermanent employmentFull time
$110k - $190k
...experienced professional for an estate planning role in Atlanta, GA.... ...5 years of experience with trusts and estates. This position involves... ...working closely with ultra-high net worth clients and collaboration... ...of U.S. estate planning and tax strategies is essential. The...TaxHigh net worth- ...Tucker in Atlanta seeks an experienced Tax Manager or Tax Supervisor specializing in Estate and Gift Tax Planning to serve clients across Albany,... ...technical expertise, strategic planning, and trusted advisory services to high-net-worth individuals, families, trusts, and...TaxHigh net worth
$175k
...specializing in private wealth planning. The firm’s services extend... ...the natural interplay among estate planning, tax controversies, business... ...initiative, and handle the details. High attention to detail and... ...financial issues or high‑net‑worth clients. Solid academic performance...TaxHigh net worthWork at officeRelocation$180k - $210k
Director, Tax - Hybrid (Atlanta) $180K-$210K + Bonus Leading PE-backed... ...You’ll Do Lead tax strategy + planning for high-net-worth clients Review/sign individual, trust, partnership & corporate... ...or MST Experience with complex estates, trusts, and planning strategies...TaxHigh net worthWork at office- ...ecosystem that integrates financial planning, investment management, tax, and estate planning—all managed by one team.... ...acts as a vital bridge between high-net-worth clients and the firm’s wealth... ...for high-net-worth individuals, trusts, and businesses regarding tax compliance...TaxHigh net worth
- ...Director, Family Office Planning About the Company Family office providing estate planning, wealth transfer, and trust administration services.... ...wealth planning for ultra-high-net-worth and multi-generational families... ...experience in estate and tax planning, fiduciary and...TaxHigh net worthWork at office
- 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... ...and advanced high-net-worth tax planning while delivering exceptional...TaxHigh net worthFull timeWork at officeImmediate start
$95k - $110k
Senior Tax Accountant / Tax Supervisor -... ...Atlanta, GA Who A highly skilled tax professional... ...and succession planning are creating the... ...and provide trusted advisory support to... ...business owners and high‑net‑worth individuals. This... ...succession, estate, and retirement planning...TaxHigh net worthWork at officeImmediate start- Tax Senior - High Net Worth - Remote Who: An experienced tax professional with 5+ years of ultra‑high... ...final technical review of 1041 trust and estate income tax returns. Research complex... ...strategic recommendations. Oversee planning, organizing, and coordinating client...TaxHigh net worthFull timeWork at officeImmediate startRemote work
$70k - $100k
...Senior Tax Associate The Atlanta office is looking for... ...management firm that serves ultra-high net worth families, single family... ...advice. We provide tax planning and compliance, insurance and... ...lifestyle management, wealth and estate planning, trust services, and philanthropy...TaxHigh net worthWork experience placementInternshipWork at officeFlexible hours- ...Skills To work with senior estate planning strategists and teams of investment... ...on estate, gift and income tax planning. More Specifically... ...relationships with ultra‑high net worth clients and prospective... ...years of experience. Prior trusts and estates experience with...TaxHigh net worthTemporary work
- Fox Rothschild LLP is looking for a Trust & Estate Associate based in Atlanta, GA. The ideal candidate will... ...experience supporting our Taxation and Wealth Planning Department. Responsibilities include advising high-net-worth individuals on complex wealth transfer and estate...High net worth
- Overview We are seeking a highly detail-oriented Estate & Trust Administration Professional... ...complex estate, probate, tax, and trust matters. This role... ...OR Associate's degree / Paralegal certificate with 8+ years... ...entities as part of estate planning structures? Financial...TaxWork at officeLocal area
- ...MendenFreiman, LLP is seeking a Tax Controversy Associate... ...to providing high‑quality legal counsel.... ...including Business & Real Estate and Trusts & Estates. The role... ...impacting business planning, estate planning, and... ...firm trusted by high‑net‑worth individuals, business...TaxHigh net worthWork at officeLocal area
$190k - $250k
...in private wealth planning. The Firm’s... ...interplay among estate planning, tax controversies, business... ..., and delivering high-quality work in a... ...and irrevocable trusts, gift trusts, promissory... ...with paralegals as necessary. Draft... ...Experience serving high-net-worth clients and...TaxHigh net worth$135k - $160k
Senior Advanced Financial Planning Opportunity in Financial... ...Planning Strategist, High Net Worth Planning Services Location... ...with a focus on Estate Planning, Business Planning & Tax Planning strategies. The... ...planning, estate planning, trust administration, life insurance...TaxHigh net worthFull timeWork at office$112k - $150k
...our firm. Offering a high touch approach, we... ...experience serving high net-worth individuals, their... ...people with complicated tax and financial... ...experienced in all aspects of estate, income, gift, and trust tax consulting and... ..., and life insurance planning. A Tax Manager,...TaxHigh net worthFull timePrivate practiceWork at office$70k - $95k
...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...tax compliance services to our high‑net‑worth clients. We are looking for someone... ...high‑net‑worth individuals, trusts and businesses Create quarterly...TaxHigh net worthTemporary workWork at officeLocal areaWork from homeHome officeMonday to FridayFlexible hours- ...deliver comprehensive financial planning and investment management services to high-net-worth individuals and families. The... ...Develop and maintain deep, trust-based relationships with high... ..., retirement planning, tax strategies, estate planning, insurance, and cash...TaxHigh net worthOngoing contractLocal area
- ...Atlanta, Georgia. The Wealth Planner will prepare estate and wealth planning analyses, supporting high-net-worth clients with financial strategies. This role involves... ...technical guidance, and staying updated on tax and industry changes. Ideal candidates will have a...TaxHigh net worthFull time
- ...growth At Corient, we help high- and ultra-high-net-worth individuals and families... ...for individuals, trusts, partnerships, foundations... ...seamlessly with wealth managers, tax preparers, attorneys, and... .... Support tax, estate, and planning‑related initiatives while...TaxHigh net worthPermanent employmentTemporary workWork at officeFlexible hours
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