Trusts & Estates Associate: Private Wealth & Tax
Oculus Group
Oculus Group in Washington, D.C. seeks a Trusts & Estates Associate with 2–4 years of relevant experience to handle sophisticated private client matters, including estate planning and wealth preservation. Responsibilities include drafting documents, researching tax and fiduciary issues, and collaborating with senior attorneys on wealth transfer and succession planning for high-net-worth individuals and families. #J-18808-Ljbffr
- ...Trusts & Estates Associate | Washington, D.C. Am Law 100 Firm | 2-4 Years of Experience... ...in sophisticated estate planning, wealth preservation, and tax-related matters involving high-net... ...candidate will work on a variety of private client matters, including estate and...TaxFull time
- ...Senior Wealth Advisor – Multi-Family Office About the Opportunity... ...— investment strategy, tax and estate planning, philanthropic advisory... ...office experience. Serve as a trusted relationship manager, acting... ...as a Wealth Advisor, Private Banker, or in a related advisory...PrivateTaxFull timeWork at office
$138k - $172.5k
...Private Wealth Services Tax ManagerAs the Private Wealth Services Tax Manager, you'll conduct primary and... ...tax returns and provide income, estate, and gift tax planning strategies for... ...net worth clients for estate, wills and trusts taxation, and individual income taxes....PrivateTax$75k - $160k
...10-08Wealth ManagementAcross Wealth Management, Goldman Sachs helps... ...technology, data and design.Private Wealth Management (PWM)... ...and beyond, which may include tax and estate planning, philanthropic planning... ...relationships by acting as a trusted advisor who delivers holistic...PrivateTaxFull timeTemporary workPart time- ...families through integrated wealth and investment solutions. Managing... ...across advisory mandates, private funds, and affiliated... ...investment management, income tax planning and estate planning strategies. Constructing... ...a culture of transparency, trust and collaboration within the...PrivateTaxFull timeWork at officeLocal areaWork from homeWorldwide
$230k - $400k
...Tax, Trusts & Estates Associate AttorneyOpen to multiple locations...list found at the bottom of this description. HYBRID Our client, a national... ...Us?This is an exceptional opportunity to join a dynamic private client practice at a Chambers-ranked firm with a strong reputation...TaxPrivate practiceWork at office3 days per week$171.2k - $285.3k
...Services Technology Consulting WAM - Wealth Management ManagerLocation:... ....Strong Wealth Management, Trust, and Wealth Platform domain... ...experience in Wealth Management, Private Banking, Trust, Advisory... ...services in assurance, consulting, tax, strategy and transactions. Fueled...PrivateTaxSummer holidayImmediate startFlexible hours$156.98k - $261.63k
...and examination approaches? Deloitte’s Washington National Tax (WNT) Private Wealth Tax Controversy practice is seeking experienced... ...been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At...PrivateTaxPrivate practiceWork at officeLocal area$111.6k - $186k
...Summary Are you knowledgeable in IRS policies, procedures, and examination approaches? Deloitte’s Washington National Tax (WNT) Private Wealth Tax Controversy practice is seeking experienced professionals to provide technical advice and strategic support to...PrivateTaxPrivate practiceWork at officeLocal area- Chevy Chase Trust, a private investment advisory firm near Washington, D.C., seeks a Deputy Chief... ...appointments and compliance across trusts, estates and agency relationships. You will... ...fiduciary risk, work with attorneys and tax advisors, and lead regulatory readiness...PrivateTax
- Wealth ManagementAcross Wealth Management, Goldman Sachs helps... ...technology, data and design.Private Wealth Management (PWM)Goldman... ...beyond, which may include tax and estate planning, philanthropic planning... ...agendas and driving associated action itemsSKILLS & EXPERIENCE...PrivateTax
$75k - $160k
...Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for... ...-edge technology, data and design.Private Wealth Management (PWM) Goldman Sachs... ...Sachs and beyond, which may include tax and estate planning, philanthropic planning and private...PrivateTaxFull timeTemporary workPart timeLocal area$150k - $180k
...PCM Encore Help Build the Wealth Management Firm of the Future.... ...sophisticated investment management, tax strategy, family office... ...experienced and highly motivated Private Wealth Advisor who will serve... ...efforts with internal Tax, Estate, and Investment partners. Identify...PrivateTaxFull timeWork at office- ...EY Private seeks a Manager in Private Tax to deliver tailored cross-border tax advice and compliance for high-net-worth families across jurisdictions. You will lead a team, coach staff, and collaborate with global colleagues in a dynamic, growth-focused environment. This...PrivateTaxPrivate practice
$133k - $296.4k
...contribute to the company’s success. As a Wealth Strategist Sr within PNC's Private Bank organization, you may be... ..., consults on and implements tax, estate and financial plans for clients, including... ...to wealth strategists and associates.Retains and grows assets under management...PrivateTaxFull timeTemporary workPart timeWork experience placementWork at office- ...families through integrated wealth and investment solutions.... ...across advisory mandates, private funds, and affiliated entities... ...the Position The Associate Private Wealth Advisor will... ...investment management, income tax planning, and estate planning strategies. Coordinate...PrivateTaxFull timeWork at officeLocal areaWork from homeWorldwide
- ...Schulte in Washington, DC seeks an associate with 2 to 5 years of experience to join the Private Client Practice Group. The role emphasizes estate planning and wealth-transfer work under senior... ...estate administration, and engage in tax planning. DC Bar admission is required...TaxPrivate practice
$116.2k - $212.9k
...world. The opportunity EY Private is a growing practice... ...technically demanding tax planning projects around... ...Supporting clients in wealth transfer, succession planning... .... That will make you a trusted advisor and role model... ...understanding of estate and wealth planning; as...PrivateTaxWork experience placementPrivate practiceSummer holidayFlexible hours$130k - $180k
...legacies. Work on meaningful estate planning, trusts, probate, and estate... ...trusts and estates, probate, tax, and business law. Our team... ...motivated Estate Planning Associate Attorney to join our growing... ...estate planning strategies, wealth preservation, and asset protection...TaxWork at office$145k - $175k
...a highly respected and established trusts and estates practice with a strong pipeline of sophisticated... ...on estate planning strategies, wealth transfer, and tax considerations. Prepare and... ...experience are welcomed. ~ Candidates from private practice, including solo practice,...TaxFull timePrivate practiceRemote work- ...Mount Laurel, New Jersey, is seeking a Private Client Services Trust Advisor II to administer and deepen relationships across trusts, estates, and agency accounts. You will develop comprehensive... ...clients on banking needs, gifting, and tax matters. The role focuses on...Tax
- ...Position Overview Epic Private Wealth is seeking a highly experienced and entrepreneurial Certified... .... This is a unique opportunity for a tax professional ready to lead — The ideal... ...individual, corporate, partnership, and trust taxation . Proven ability to advise...PrivateTaxFull timeFor contractorsWork at office
- ...provides U.S. and international tax services, with a focus on... ...tax planning, cross-border wealth structuring, and estate planning. Our team is 100%... ...effectively consult, build trust, and manage relationships... ...selling structured products, private placements, or investment...PrivateTaxContract workFor contractorsRemote workWork from homeFlexible hours
$124k - $335k
...A career within PwC Private will provide the opportunity to help private... ...advisory needs such as audit, tax compliance, and planning to... ...team focus on key issues like wealth management, compliance, cash... ...clients and stakeholders to build trust. Uphold the firm's code of...PrivateTaxH1b- ...to increase the flow of private capital into... ...NCRC has grown into an association of more than 600 community... ...same opportunity to build wealth, be upwardly mobile, and... ...borrowers, serving as a trusted advisor to small businesses... ...such as New Markets Tax Credits, program-related...PrivateTaxLocal area
- ...Wilmington Trust seeks a Senior Wealth Strategist to serve ultra‑high‑net‑worth families with complex estate and tax planning needs. This role partners with wealth advisors, attorneys, CPAs, and fiduciaries to deliver integrated strategies and protect wealth across generations...Tax
$33.28k - $85k
Client Service Associate Client Service Associates provide exceptional service to our clients... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...clients, individuals in this role build trusted relationships. Leading with a client first...PrivateTemporary workWork at officeLocal areaWork visa$146k - $172k
...The largest transfer of wealth in human history. If... ...equity operations, treasury/tax related matters, and... ...report to the Director and Associate General Counsel,... ...stakeholders, and develop trusted relationships to facilitate... ...to invest in a private employee fund that provides...PrivateTaxWork at officeFlexible hoursShift work3 days per week- ...clients, entrepreneurs, real estate investors, and high net... ...Estate, Commercial Lending, Tax, and Trusts & Estates groups regularly encounter... ...need securities counsel – private placements, exempt offerings... ..., mentor, and develop associate talent as the practice grows...PrivateTaxWork at office
- ...PwC in Washington, DC is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations and optimize... ...thinking, and deliver clear client communications, building trusted relationships and contributing to the firm’s success. The role...Tax
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