Senior Estate Planning & Tax Attorney - Wealth Transfer
$160k - $190kLerch, Early & Brewer
Lerch, Early & Brewer, a leading law firm in Bethesda, Maryland, is seeking an experienced associate attorney to join their Estates and Trusts practice. The role requires at least five years of estate, wealth, and gift tax planning experience, along with trust and estate administration skills. The ideal candidate will draft complex estate planning documents and work with clients to implement strategies. A competitive salary between $160,000 - $190,000 per year is offered, along with performance-based bonuses. #J-18808-Ljbffr Lerch, Early & Brewer
$160k - $190k
NACBA, located in Bethesda, Maryland, seeks an experienced associate attorney to join their Estates and Trusts practice. The ideal candidate will have a strong background in estate planning and administration, with a minimum of five years of relevant experience. This role...Senior- ...Berbert, Schwartz & Gilday, LLC in Bethesda, MD is seeking an experienced attorney for its Estate and Trust practice. The role involves drafting estate planning documents, advising clients on trust and tax matters, and representing fiduciaries in estate administration. An...SeniorTax
$160k - $190k
...an experienced associate attorney to work in our Estates and Trusts practice. Responsibilities... ...of sophisticated estate planning strategies, including:... ...Complex estate and wealth transfer strategies (Generation-Skipping... ...Charitable Trusts) Gift tax returns Collaboration...TaxWork experience placement$80k - $262.2k
A leading financial institution is seeking a Senior Wealth Strategist to develop and implement complex financial plans for clients in the greater Washington D.C. market. The role requires a JD and extensive experience in the financial industry. Responsibilities include...SeniorTax- PNC is seeking a Wealth Strategist Sr within its Private Bank to advise high net worth clients on tax, estate and financial planning, and to deepen client relationships in the Washington DC area. The role may be based in Washington, DC; Bethesda, MD; or Tysons Corner, MD...SeniorTax
- PNC is seeking a Senior Wealth Strategist in Washington, D.C. This role involves developing and implementing complex financial plans for clients and growing existing relationships. The ideal... ...have a JD and expertise in banking, tax, and financial planning. A strong emphasis...SeniorTax
- PNC Financial Services Group, Inc. is seeking a Wealth Strategist Sr for its Private Bank, based in Washington, DC; Bethesda... ...‑disciplinary collaboration. You will develop complex tax, estate, and financial plans, expand client relationships, and work with planning resources...SeniorTaxWork at office
$185k - $225k
...Trusts & Estates Associate —Mid-Level to Senior This Jobot Job is hosted by: Trey Mattson... ...business owners on estate planning, trust administration, and wealth transfer strategies. This company emphasizes... ...with corporate and tax attorneys, making this an excellent platform...TaxWork at officeLocal area$110k - $160k
...Compensation Based on Experience. Estate Planning & Administration Attorney $110,000 - $160,000 per... ...administration, and wealth preservation. Our attorneys... ...protect assets, minimize tax exposure, and preserve generational... ...clients regarding wealth transfer, estate tax, gift tax, and...TaxPermanent employmentPrivate practiceLocal area- ...Generations. Are you an experienced Estate Planning Attorney who enjoys helping clients protect... ...individuals while helping them preserve wealth, minimize taxes, and protect future generations,... ...Advising clients regarding wealth transfer strategies Counseling closely held...TaxFull timePart timePrivate practiceWork at officeFlexible hours3 days per week
- BCG Attorney Search is seeking a highly skilled transactions attorney for a Partner-level position in Bethesda, MD.... ...involves leading complex corporate and commercial real estate transactions, focusing on tax planning and client relationship development. The successful...SeniorTaxWork at office
- ...Maryland, is seeking an experienced attorney to join our growing Estate and Trust practice. The ideal candidate... ...experience in estate and trust planning, and estate administration. Responsibilities... ...clients on complex trust and tax planning matters, and representing...TaxLocal area
$130k - $175k
Jobot is seeking an experienced estate planning attorney in Bethesda, Maryland, to draft, review, and amend estate planning documents and advise clients on strategies. Requires a Juris Doctorate degree and a minimum of 2 years' experience. The position offers a competitive...Tax$100k
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals... ...has an opening for a Senior Wealth Advisor. As a... ...accumulation, insurance, tax‑aware strategies, and estate considerations to protect...SeniorTaxContract work- ...currently seeking a sophisticated Trust & Estate Attorney to join their robust Tax section. Our client is a powerhouse... ...dedicated to the art of estate planning for high and ultra-high-net-worth (... ..., gift, and generation-skipping transfer tax planning. Complex trust and estate...TaxWork at office
$175k
...Job Title: Trust & Estate Attorney Location:... ...seeking a mid-level to senior Trusts & Estates Associate... ...private wealth practice. This position... ...on complex estate planning, trust administration, and wealth transfer matters. The... ...skipping transfer tax planning....TaxPermanent employmentPrivate practiceWork at officeFlexible hours$130k - $175k
...Responsibilities Drafting, reviewing, and amending a variety of estate planning documents including wills, trusts, powers of attorney, health care directives, and other related... ...clients on estate planning strategies and tax implications, ensuring compliance with all...TaxLocal area$160k - $190k
...an experienced associate attorney to work in our Estates and Trusts practice.... ...of experience in estate, wealth, and gift tax planning, and trust and estate administration... ...and highly skilled senior attorneys in a range of... ...estate and wealth transfer strategies including Generation...TaxWork experience placement- ...seeking an Executive Director, Advanced Planner for their Wealth Management team in Washington, D.C. The role involves... ...content on wealth management topics, serving as a resource for tax and trust & estate planning, and collaborating with various teams. The ideal...SeniorTax
$88.9k - $128.4k
...This group assists clients with a full range of transfer pricing issues, including design of practical and efficient transfer pricing... ...processes and controls, strategic policy design and international tax planning, intangibles migration, royalty rate calculations, and cost...SeniorTaxWork experience placementWork at officeLocal area$74.55k - $147k
Tax Experienced Senior, Transfer Pricing Join to apply for the Tax Experienced Senior, Transfer Pricing role... ...papers, participating in the tax planning process and recognizing and communicating... ...employees the chance to grow their wealth over time as their shares vest and...SeniorTaxFull timeWork experience placementWork at officeLocal area$350k
...Schiff is seeking a Senior Associate (8th-... ...Clients, Trusts & Estates practice. This position... ...nationwide. The attorney filling this... ...and testamentary planning strategies, and being... ...and projection of tax implications of planning... ...‑skipping transfer tax regimes The willingness...SeniorTaxPrivate practiceWork at officeFlexible hoursShift work- HUB International seeks a Tax Services Manager to lead a client base of high-net-worth... ...oversee complex returns, provide proactive tax planning, and coach Tax Associates within a hybrid... .... In this role you will collaborate with wealth advisors to integrate tax strategy into...SeniorTaxFull time
- ...Description Job Description Washington, DC | Hybrid Tax & Trusts & Estates Associate Attorney AmLaw 200 Opportunity Compensation $235,000 – $3... ...closely held businesses on sophisticated estate planning, wealth transfer, trust administration, and tax matters. Ideal...TaxWork at office
- ...Jobot in Arlington, VA seeks a Trust and Estate Attorney with at least 5 years of experience to provide comprehensive counsel on estate planning, administration, and probate matters, and to draft wills, trusts, powers of attorney, and related instruments. The ideal candidate...Senior
$100k - $140k
...Our client is a well known and respected estate planning firm. Why join us? 401K Match PTO... ...such as wills, trusts, powers of attorney, and other estate planning instruments.... ...trust termination. Collaborate with tax professionals to develop tax-efficient estate...TaxLocal area- ...sounds like a mission you want to be a part of, let's create it together. We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google'...SeniorTaxWork at officeRelocationMonday to Friday
$60 - $70 per hour
...founded by entrepreneurial-minded attorneys who strive to modernize the traditional approach to estate planning by integrating 21st-century... ...& Estates, Operations, and Tax (Senior Level) to provide... ...documentation for complex asset transfers, including deeds, assignments...SeniorTaxHourly payWork at officeLocal area3 days per week- ...Senior Product Marketing Manager At Range, we're building towards a world where anyone can live the financial... ...'s create it together. We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across...SeniorTaxWork at officeRelocationMonday to Friday
- ...Advanced Planner - J.P. Morgan Wealth Management Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial... ...expertise to accountants, attorneys, and clients, and work with... ...experience with tax and wealth transfer strategies; familiarity...TaxWork at officeLocal area
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