Estate & Tax Planning Associate
$180k - $195kFBT Gibbons LLP
The Cincinnati, Ohio office of FBT Gibbons LLPis seeking an Estate & Tax Planning Associate. FBT Gibbons LLP is a national, full-service law firm formed through the combination of Frost Brown Todd and Gibbons, bringing together more than 800 attorneys across 26 offices. Our attorneys offer comprehensive legal solutions to clients ranging from Fortune 500 companies and global multinationals to startups and nonprofits. FBT Gibbons distinguishes itself as a dynamic, forward-moving firm with a coast-to-coast footprint and a reputation for excellence across multiple practice areas and industries. Our reputation is further reinforced by its numerous Chambers and Best Lawyers ranked practices and attorneys. We are a peoplefirst firm recognized for our award-winning inclusive culture and a strong commitment to community and pro bono work. FBT Gibbons supports our attorneys with structured training and mentorship, clear paths to advancement, and a platform that provides exposure to varied and sophisticated matters. Qualifications 3–5 years of experience in estate and tax planning, trust administration, and business succession planning Strong background in gift and estate tax matters, including preparation of SLATs, IDGTs, ILITs, CRTs, GRATS, and other irrevocable trust planning tools Direct client experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals in a Family Office setting Speed, accuracy, and commitment to meeting clients’ objectives Superior academic credentials, excellent research and writing skills, and a collaborative team mindset Ohio licensure Compensation The salary range for this role is$180,000 to $195,000, reflecting a variety of factors including experience, training, licensure, certifications, and organizational needs. Actual compensation will be determined based on skills, relevant experience, and other job-related factors, consistent with applicable employment laws. Associates are also eligible for: Quarterly and annual objective bonuses, with maximum objective bonus opportunities ranging from approximately$14,000 to $22,000per year, depending on associate level Annual subjective bonus Benefits FBT Gibbons offers a competitive and comprehensive benefits package, including: Medical (HSA with employer contribution or PPO options) Dental and vision coverage Life insurance Short- and long-term disability Various parental leaves Sick and vacation time Well-being/EAP support Generous 401(k) retirement plan Why FBT Gibbons? AtFBT Gibbons, we believe great lawyering starts with a great workplace. Our attorneysbenefitfrom a hybrid work environment (three days in-office), a “dress for your day” policy, and robust support for both professional and personal development.Associateshavea clear, competency-based,path topartnership,andformalized mentorshipand activeAffinity& AllyNetworksfosterconnection,growth,and belonging. Attorneysare encouraged to engage in pro bono work, community partnerships, and professional organizations, with opportunities for leadership and recognition.Our commitment to diversityis a fundamental driver of business success,andour diversityeffortsare embedded inthe firm’s core values andstrategic priorities.Our approachto diversitystrengthensourcollaboration,the way weserve clients,our ability toattract top talent, andhowweinnovate as a firm.FBT Gibbonsremainssteadfast in ourdedicationto an environment where every individual can thrive, develop, and reach their full potentialwithin our firm andwhilechampioning diverse perspectives within thebroader community. Learn more about our culture and commitment to inclusion at fbtgibbons.com/about/diversity-inclusion. FBT Gibbons LLP is an equal opportunity employer. #J-18808-Ljbffr FBT Gibbons LLP
$110k - $135k
...standing presence in the region. Work directly with experienced attorneys and gain meaningful exposure to sophisticated estate planning and tax matters. Build and deepen your own practice while working in a collaborative, client-focused environment. Handle a diverse...SuggestedFull timeRemote workMonday to Friday- FBT Gibbons LLP in Cincinnati, OH seeks an Estate & Tax Planning Associate with 3-5 years of experience in estate planning, trust administration, and business succession planning. Direct client work with high-net-worth individuals in a Family Office setting is preferred...SuggestedWork at office
- ...advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help... ...planners within the Wealth Planning Team and Associate Advisors Contribute to the enhancement of...SuggestedFull timeContract workPart timeWork experience placementInternshipWork at officeFlexible hours
$85k - $135k
...family-owned financial services family of companies built around one idea: retirement planning should be coordinated, not fragmented. We bring investment management, tax prep & planning, estate planning, insurance, and Medicare together under one roof. Our tax division,...SuggestedFull timeSeasonal workWork at officeLocal areaMonday to Friday- ...Overview We are leading a Tax Manager search for a Single-Family Office wealth management firm serving a Multi-Generational... ...investment management, the office directs the accounting, legal, tax, estate planning, and risk management needs of the family. This will be a...SuggestedFull timeWork at officeFlexible hours
$135k - $140k
...seeking a High Net Worth Individual Tax Manager (including Gift, Trust and Estate) with either a CPA and experience... ...that specializes in retirement planning, investment advising, and 401(k) management... ...deadlinesBenefitsWe value our associates' time and effort. Our commitment...Full timeTemporary workWork at officeLocal areaFlexible hours- ...About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer...Hourly paySeasonal workWork at officeLocal areaWeekend workAfternoon shift
- ...Senior Tax Associate Are you a tax professional who enjoys the challenge of preparing and... ...which could include Individual, Business, Estate and Gift Tax returns Assist in the preparation... ...day 1! ~401(k) savings and investment plan options with 4% match ~ Unlimited PTO...Work experience placement
- ...Scroggins is seeking an experienced tax professional with a strong... ...environment. The tax associate prepares tax returns for third... ...individual, partnership, trust, estate, and gift. Prepare workpapers... ...into tax issues. Conduct tax planning with clients. Interpret tax...Self employmentWork at officeRemote work2 days per week3 days per week1 day per week
- PNC Financial Services Group, Inc. seeks a Senior Estate Settlement Advisor in Cincinnati, OH, within the Private Bank. The role leads... ...settlements, serving as a fiduciary expert and coordinating related tax and legal filings. You will manage high‑level estates, address...
- DBL Law in Covington, KY seeks an experienced Probate/Estate Planning Paralegal to support our probate and estate planning attorneys and the systems used to create and track legal documents. You will manage caseloads, assist with drafting pleadings and other documents,...
- FBT Gibbons LLP is seeking a Legal Practice Assistant to support attorneys and timekeepers on tax, benefits, and estates matters within the Client Support Team. The role emphasizes proactive organization, precise document handling, and responsive client service in a fast...
- ...Cincinnati is seeking a Legal Practice Assistant to support attorneys and timekeepers with complex legal duties, focusing on tax, benefits, and estates matters. The role sits within the CST Shared Team and emphasizes discretion, organization, and client service in a fast-...Work at office
- ...Associate Attorney - Nonprofit Organizations We are seeking a highly motivated and experienced Associate to join our dynamic team supporting nonprofit and tax-exempt organizations. This is an exceptional opportunity to work with a leading firm and contribute to the...
$180k - $195k
...Tax Associate Attorney – Frost Brown Todd We are seeking a Mid‑Level Tax Associate for our Cincinnati, Ohio office. Our firm is a full‑service law firm with more than 600 attorneys across 18 offices in nine states and Washington, D.C. Base pay range : $180,000 – $195,0...Temporary workWork at officeLocal area- ...Tax Associate Attorney Current & Future Opportunities | Confidential Career Conversations Your tax expertise is valuable. Are you... ...taxation M&A and private equity tax Federal income tax planning International tax matters Tax structuring and transactional...Immediate start
- A financial services company is seeking a Tax Accountant to work from home and assist customers with tax preparation using TurboTax. Candidates must have at least 2 years of paid experience in filing tax returns and possess strong customer service skills. This role allows...Remote jobWork from home
- A leading financial software company is seeking a remote Tax Accountant to assist customers in completing their taxes using TurboTax products. The ideal candidate has at least 2 years of paid tax filing experience and is skilled in customer service. You will provide tax...Remote jobWork from home
- H&R Block, Inc. is seeking a seasonal Tax Associate to start a career in tax and client services with training from day one. You’ll meet with clients, prepare returns, and explain tax information clearly while building valuable relationships. This is an in-person, local...Seasonal workWork at officeLocal area
- H&R Block is seeking a Seasonal Tax Associate in Oklahoma for in-person client service at a local office. You will meet with clients to gather information, prepare returns with training, explain tax details clearly, and identify potential savings opportunities. No prior...Hourly paySeasonal workWork at officeLocal area
- H&R Block is hiring a seasonal Tax Associate in Kentucky. You will meet with clients to gather information and understand their tax situation, preparing complete tax returns with guidance from experienced teammates. You’ll explain tax information clearly, identify tax savings...Hourly paySeasonal work
- About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services - no prior tax experience required... ...in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift
- H&R Block in Lexington, KY is hiring a seasonal Tax Associate to help clients with information gathering, tax returns, and questions. No prior tax experience is required; comprehensive training is provided. You'll work in-person at a local tax office, earning an hourly...Hourly paySeasonal workWork at officeLocal area
- H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required, with training and support from day one to prepare tax returns and answer client questions while building client relationships. You will meet with...Seasonal workWork at officeLocal areaFlexible hours
- PwC is seeking a Senior Associate for PwC Private in the United States. You will lead tax advisory initiatives, analyze complex tax issues, and mentor junior team members while building strong client relationships and understanding the broader business environment. The...
- H&R Block is hiring a Seasonal Tax Associate in Cincinnati, OH. You’ll meet with clients, gather information, and prepare tax returns with training from colleagues. The role emphasizes clear communication, helping clients understand tax implications, and identifying savings...Seasonal workWork at office
$1,000 per month
...security for almost 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower... ...Funding – Investment & Advisory Services – Trust Services – Estate Analysis Retirement Solutions – Business Needs Analysis –...Full timeInternshipWork at office$124k - $335k
...and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob... ...OpportunityAs a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal... ...and implementing strategic tax planning initiatives to address client needs- Drafting...Full timeH1bLocal area- ...strategic thinker and hands-on leader with deep expertise in Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC). Experience... ...tax credit programs.Collaborate with colleagues on strategic planning to assist in growing the practice.Qualifications:Minimum 7-10 years...Remote workFlexible hours
$99k - $266k
...and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...a Financial Services Tax - Real Estate Manager, you will play a pivotal role within... ...manage client accounts, focusing on strategic planning and mentoring junior staff. You are...Full timeH1bLocal area
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