Estate Planning Associate: High-Net-Worth Tax & Trust
$225k - $310kFoley & Lardner
Foley & Lardner LLP is seeking a qualified associate to join its Estate Planning Practice Group in Dallas, Texas. This role involves drafting key estate planning and business succession documents for high-net-worth clients, while also supporting tax planning analyses and estate administration. The ideal candidate should have 1-4 years of relevant experience, a JD from an ABA-accredited law school, and be an active member of the Bar. A strong interest in long-term estate planning practice is essential. Salary is competitive, ranging from $225,000 to $310,000, complemented by a full suite of benefits. #J-18808-Ljbffr Foley & Lardner
$225k - $310k
...Lardner LLP is seeking an associate with 1-4 years of... ...to join its Estate Planning Practice Group in either... ...succession documents for high‑net‑worth individuals and business... ...‑skipping transfer tax planning analyses, and... ...in estate and trust administration, including...TaxHigh net worthWork at office- ...Overview A law firm seeks a Senior Trusts and Estates Associate for its Dallas, TX office.... ...on sophisticated estate planning and trust administration for high net worth clients. Duties Participate in... ...estate, and fiduciary income tax returns. Conduct tax research...TaxHigh net worthWork at officeRelocation package
$125k - $250k
...that blends technical tax research, real estate transactions, and... ...into more strategic, high-impact tax work.... ...does not only provide trusted and innovative tax solutions... ...companies, as well as high net worth individuals, family... ...within the Senior Associate to early Manager...TaxHigh net worthWork at officeLocal area- Aprio Talent Solutions is seeking an Estate & Trust Tax Partner for a well-regarded public accounting firm. This remote role focuses on leading tax planning and compliance for high-net-worth clients, requiring 10+ years of experience and an active CPA license. Responsibilities...TaxHigh net worthRemote job
- ...Responsibilities*** Perform technical reviews of tax returns for high-net-worth individuals, primarily their... ...businesses (pass through entities), trust, estate, and gift tax returns.* Provide... ...members* Advanced understanding of planning and compliance concepts related to high...TaxHigh net worthContract workLocal areaFlexible hours
- BCG Attorney Search is seeking a Senior Trusts and Estates Associate for its Dallas, TX office. This role offers a partnership... ...team, focusing on sophisticated estate planning and trust administration for high net worth clients. The ideal candidate should have 17 years...High net worthWork at officeRelocation package
- Job Overview A law firm seeks a Tax and Estate Planning Associate for its Dallas, TX office. The ideal candidate will have 1-3 years of experience in... ...Engage in estate and gift tax planning Administer trusts and estates Plan business succession strategies Requirements...TaxTemporary workWork at office
- ...firm in Dallas is seeking an Associate for their Family Office... ...involves developing a Digital Estate Planning solution, providing expert... ..., and supporting ultra-high-net-worth clients. Candidates should... ...of experience in U.S. tax law, trust, or estate advisory roles....TaxHigh net worthWork at office
- ...the primary Wealth Planning expert and resource for high net worth prospects and client... ...multi‑generational trusts, closely held... ...flow projections, estate flow illustrations,... ...research on complex tax and estate planning... ...Third Bank, National Association is proud to maintain...TaxHigh net worthBank staff
- Job Summary The Settlement Administration Associate in Wealth Management Solutions, Trust & Estates will assist with the administration of the trust, including settlement... ...of distributions and coordination with investments, tax and operations. The role involves daily interaction...Tax
- ...management, including planning for retirement,... ...Client Associates help clients pursue... .... We believe trust comes from... ...financial and estate strategies with... ...goals. This is a highly visible position... ...for ultra-high net worth (UHNW) individuals... ...~ Strong Tax, legal research...TaxHigh net worthPrivate practiceWork at officeWork from homeShift workDay shift
- A leading accounting firm in Dallas, Texas, is seeking a Tax Manager. This role involves technical reviews of tax returns for high-net-worth individuals and managing complex client engagements. The position also focuses on team development and compliance with tax laws....TaxHigh net worthFlexible hours
$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- ...of the world's top tax firms. Enjoy a collaborative... ...team helping high-profile clients understand... ...on ultra-high net-worth individual, trust and estate clients Review... ...looking considerations associated with tax-related... ...medical and dental plans, vision coverage, disability...TaxHigh net worthFull timePrivate practiceWork at officeLocal area
$110.25k - $235.81k
...UMB Private Wealth Trust Sales Advisor (... ...Private Wealth's ultra-high net worth Trust market... ...solution-oriented planning for clients and coordination... ...internal COIs on estate planning... ...understanding of tax challenges of UHNW... ...benefits to eligible associates, such as Paid Time...TaxHigh net worthWork at officeLocal areaFlexible hours- BCG Attorney Search in Dallas, TX seeks a Tax and Estate Planning Associate with 1-3 years of experience to handle estate planning documents, income tax planning, and business succession planning. The ideal candidate is licensed to practice in Texas or eligible for admission...Tax
- ## Director of Trust Strategy & Client IntegrationApplylocations... ...relationships with estate planning attorneys, tax attorneys, CPAs, family offices... ...estate planning councils, bar association events, and professional... ...Serve as the Trust resource in high-value client and prospect...TaxHigh net worthWork experience placement
- ...our partnership. Edward Jones associates are seen, heard, respected, and... ...® team provides an end-to-end, high net worth (HNW) client experience by partnering... ...including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan...TaxHigh net worthTemporary workWork at officeWork from homeHome officeFlexible hours3 days per week
- ...a passion for financial planning? The GPO planning advisory... ...solutions, including tax planning and preparation, estate planning, cash flow planning... ...of our sophisticated high net worth clientele. We are seeking... ...165270 Job Category Associate Posting Date 04/09/20...TaxHigh net worthWork at office
- ...of the world's top tax firms. Enjoy a collaborative... ...team helping high-profile clients... ...Responsibilities: Serve as the trusted advisor to family... ...financial, gift, estate, and income tax issues for ultra-high net-worth individuals and... ...medical and dental plans, vision coverage,...TaxHigh net worthFull timeWork at officeLocal area
- ...join a growing wealth management firm. This client-facing role requires strong expertise in retirement, tax, estate, and investment planning to assist high-net-worth individuals effectively. The ideal candidate will have a minimum of 5 years of financial planning experience...TaxHigh net worth
- A financial services firm is seeking a professional to support financial advisors and high net worth clients in tax planning strategies. The role requires a Bachelor's degree in Business, Finance, or Law, along with CPA or Masters of Taxation. Ideal candidates should have...TaxHigh net worthWork at office
- ...Storgate is seeking a Senior Tax Advisor to join our family... ...advisory teams to support ultra-high-net-worth families, family offices,... ...operating businesses across tax planning and compliance. The ideal... ...income tax matters Support trust, estate, and fiduciary structures with...TaxHigh net worthWork at office
- ...financial and wealth planning, annuities, insurance... ...enhance our lending, trust and cash management capabilities... ...Private Bank National Association is seeking an... ...multifaceted mortgage loans for high net-worth clients within... ...financial statement and tax return analysisAssist...TaxHigh net worthSelf employmentWork at office
- The Vanguard Group in Dallas seeks an experienced High-Net-Worth Financial Advisor Manager to lead a team of seasoned advisors... ...you will collaborate across investment management, estate planning, tax strategy, and trust services to deepen relationships, expand wallet share...TaxHigh net worth
- ...exceptional professionals for this role. As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead... ...with internal partners across investment management, estate planning, tax strategy, and trust services to deliver a seamless and holistic client...TaxHigh net worthWork experience placement
$235k - $365k
...Law 100 law firm, seeks a highly qualified Associate to join its premier Private... ...years of experience in high net-worth estate planning at a nationally or regionally recognized Trusts & Estates practice is required... ...and filing estate tax and gift tax returns, and related...TaxHigh net worthWork at office$125k - $191k
...Tax Manager - Private Client Services Weaver is a... .... Our goal is to balance high development with high performance... ...tax compliance and planning services to high-net-worth individual clients and privately... ...investment partnerships, estates, and trusts Additionally, the...TaxHigh net worthFlexible hours$220k
...firm seeking to hire a Senior Tax Manager as its Dallas... ...This team works closely with high-net-worth individuals, business owners... ...strategies, and long-term planning across closely held businesses... ...with HNW/UHNW clients, trusts and estates, or advanced tax planning strategies...TaxHigh net worth$140k - $175k
...TX. They are seeking a high-caliber Financial... ...- who naturally earns trust, commands a room, and... ...senior advisor for high-net-worth client relationships... ...-through Financial Planning & Strategy Develop... ...plans across retirement, tax, estate, and investments...TaxHigh net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Estate Planning Associate: High-Net-Worth Tax & Trust. Be the first to apply!
- entry-level real estate agent Dallas, TX
- apartment locator Dallas, TX
- commercial title examiner Dallas, TX
- property management associate Dallas, TX
- property management specialist Dallas, TX
- commercial real estate broker Dallas, TX
- estate agent Dallas, TX
- senior title examiner Dallas, TX
- real estate agent Dallas, TX
- real estate buyers agent Dallas, TX



