Senior Estate Planning Attorney — Trusts & Tax
Lewis & Associates
A leading legal staffing firm in West Palm Beach is seeking an experienced Estate Planning Attorney with a minimum of 8 years' experience in estate planning and trust administration. The ideal candidate will have an established client base and a proven track record in developing effective estate planning strategies. Responsibilities include preparing gift and estate tax returns and administering estates, ensuring optimal tax outcomes. This role offers an opportunity to work with a top-tier law firm. #J-18808-Ljbffr Lewis & Associates
$185k - $225k
...and business law, real estate, and financial services... ...legal challenges. And our attorneys work closely across... ...involvement, we continue to be a trusted advisor to clients... ..., dental and vision plans Supplemental Life for... ...strategies Advise clients on tax-efficient estate, gift,...TaxLocal area- ...-based law firm seeking an experienced trusts & estates attorney to advise high-net-worth individuals, families, and fiduciaries on estate planning, trust administration, and wealth transfer... ...complex estate plans, optimizing tax strategies, and coordinating with corporate...Tax
- ...Trusts & Estates Associate Attorney A highly regarded national law firm is seeking a Trusts & Estates Associate... ...offices on sophisticated estate planning, wealth transfer, trust... ...planning, charitable planning, and tax-efficient wealth transfer strategies...Tax
- ...Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca Raton or... ...individuals and families on estate planning and administration, including succession... ...planning, charitable giving, and tax-efficient wealth transfer strategies...TaxPrivate practiceWork at officeRemote work2 days per week
- ...A top tier law firm is looking for an Estate Planning Attorney with at least 8 years of experience in... ...areas of estate planning and estate and trust administration and an established... ...gift and generation skipping transfer taxes. In connection therewith, experience in...Tax
- ...has opportunities in over 10 offices that will focus on estate planning, real estate transactions, tax planning and other work related to transactional work... ...of estate planning, probate administration and trust administration. Education, Experience and Skills:...TaxFull time
- ...worth individuals and closely held entities, seeks a senior tax advisor with extensive experience in trusts, estates and gift tax. The role requires mentoring staff,... ...engagements, and delivering strategic tax planning for wealthy clients. The firm offers a competitive...Tax
- Andersen Tax seeks a seasoned Tax Director for its Private Client Services. The role oversees complex federal and multi-state returns, leading client service teams and delivering innovative tax planning strategies for high-net-worth clients and family offices. You will...SeniorTaxLocal area
$195k - $275k
...Client & Wealth Management | Trusts & Estates Associate Attorney § Practice Area: Estate Planning, Wealth Preservation, & Fiduciary... ...with experience and seniority; includes comprehensive medical... ...generation-skipping transfer tax planning structures, and charitable...TaxFull timePrivate practiceWork at officeImmediate start- PNC Financial Services seeks a Senior Estate Settlement Advisor for its Private Bank, handling complex fiduciary duties and estate administration. The role requires deep expertise in estate settlements, tax considerations, and client relationship management. The position...SeniorTaxBank staffWork at office
$112k - $228.8k
...contribute to the company’s success. As a Senior Estate Settlement Advisor within PNC's Private... ...trustee, including estate settlement trusts and other estate-related trusts. Acts... ...contribute to and implement fiduciary/tax planning strategies and assess financial planning...SeniorTaxFull timeTemporary workPart timeWork experience placementWork at office- ...Description: Firm Description Chilton Trust (“CTC”) is a private wealth... ...management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has... ...with referral sources (attorneys, accountants, etc.) and plan and attend...TaxWork at office
- Trusts & Estates Associate - Premier Boutique Private Client Practice Law firm is seeking a highly skilled... ...firm is seeking an experienced, motivated attorney with strong technical skills in trusts & estates, estate tax planning, and wealth-transfer strategies. The ideal...TaxFull timePrivate practiceWork at office
- ...Tax Senior Manager Work location: Garden City, NY and West Palm Beach, FL. Hybrid schedule... ...-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-... ...and the client engagement teams on tax planning Work closely with the management team...SeniorTaxWork at office
$135k - $165k
...Tax Manager hybrid opportunity in Salem/Albany This Jobot... ...all aspects of tax compliance, planning, and strategy for our clients... ...knowledge of Oregon State Tax laws, trust taxation theory, and trust/... ..., including Trusts and Estates, ensuring all deadlines are met...TaxPermanent employmentWork at officeLocal areaWork from home$150k - $210k
...for: Review of international tax compliance forms and working... ...Private Client Services and Trust & Estate groups on cross-border matters... ...holdings and activities Develop tax planning opportunities arising from... .... We are also engaged by the attorneys, financial professionals,...SeniorTaxFull timeFixed term contractLocal area- ...leading accounting and advisory firm, seeks a senior international tax professional to lead cross-border compliance and planning for diverse clients. You will review forms,... ...with Private Client Services and Trust & Estate groups on cross-border matters. The role offers...SeniorTaxFixed term contract
- ...responsible for Review of international tax compliance forms and working with a dedicated... ...with the Private Client Services and Trust & Estate groups on cross-border matters for... ...global holdings and activities Develop tax planning opportunities arising from inbound and outbound...SeniorTaxFixed term contractLocal area
- ...banking services, Northern Trust (Nasdaq: NTRS) is... ...sophisticated clients. As a senior member of the service... ..., and regulatory or tax changes, while... ...relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.Work...SeniorTaxFull timeWork experience placementH1bWorldwideFlexible hours
$170k - $220k
...Palm Beach,FL, US Experience: Senior Level Salary: $170,000 - $220... ...office services including tax compliance, bill pay, payroll... ...philanthropic advising, and estate planning. Why join us? 216 hours of PTO... ...finance #wealth-planning #estate #trust #1040 #hnw #tax-planning #104...SeniorTaxWork at office$125k - $250k
...role that blends technical tax research, real estate transactions, and advisory... ...Group does not only provide trusted and innovative tax solutions... ...We are also engaged by the attorneys, financial professionals,... ...this role falling within the Senior Associate to early Manager...SeniorTaxFull timeWork at officeLocal area$73.69k
...Agency: Children and Families Working Title: Senior Attorney - 60069973 Entry Level Attorneys are... ...Forgiveness Program No state income tax for residents of Florida On each anniversary... ...insurance options) Retirement plan options, including employer contributions...SeniorTaxPermanent employmentFull timeWork at officeMonday to FridayFlexible hours- ...s mission and objectives, the Senior General Ledger Accountant ensures... ...single audit. Prepares sales tax returns and remits sales tax.... ...Time Management - Effective planning and priority setting. Ability... ...and working together through trust and support of others both departmentally...SeniorTaxFull time
$60k - $75k
...Description Position Summary The Trusts & Estates Paralegal will support attorneys through all phases of estate planning, probate, and trust... ...of managing multiple court, tax, and client deadlines while... ...,000 – $75,000 per year. Senior Level (5+ years / High-Net-Worth...TaxWork at officeLocal area- ...Summary: Bessemer Trust is seeking a dynamic... ...entrepreneurial minded Senior Wealth Advisor focused... ...Bessemer Trust's Wealth Planning, Family Office... ...expand relationships with attorneys, accountants, family offices... ...of investments, tax and estate planning and/or banking...SeniorTaxTemporary workWork at officeRemote work
- ...for: Review of international tax compliance forms and working... ...Private Client Services and Trust & Estate groups on cross-border matters... ...and activities Develop tax planning opportunities arising from inbound... .... We are also engaged by the attorneys, financial professionals,...SeniorTaxFixed term contractLocal area
- ...Job Overview A law firm seeks an Estate Planning Attorney for its North Palm Beach, FL office. The ideal candidate will have a minimum of five... ...and strategizing appropriate actions. Draft and file wills, trusts, and powers of attorney. Organize and maintain client files...Work at office
- ..., 2026 at 8:00 AM Arden Trust Company (Arden Trust) is... ...Impact. As the Trust Officer Senior, you will report to the... ...goals and work plans, and delegate's assignments... ...encroachment requests and tax preparation. Respond on... ..., wealth management, or estate settlement teams. Experience...SeniorTaxImmediate start
$117.5k - $234.5k
...Carrier. About the Role The Senior Manager, PR & Communications,... ...and executes communication plans that support business... ...reputation goals. Serve as a trusted communications advisor to business... ...Death and Dismemberment Tax-Advantaged Accounts: Health Savings...SeniorTaxTemporary workLocal areaRemote work1 day per week$260k - $390k
...This is an excellent opportunity for an experienced attorney to work on sophisticated succession and tax planning matters for individuals and closely held... ...Key Responsibilities: Provide comprehensive estate planning, tax, and business succession strategies...TaxPrivate practice
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