Wealth Strategy Advisor: Tax, Estate & Legal
Vaco
Vaco is seeking a highly skilled Financial Advisory professional to serve high-net-worth clients with complex financial, tax, and estate planning needs in Scottsdale. You will act as a trusted advisor aligning financial goals with tax efficiency and governance. The role requires CPA status or eligibility, a strong accounting/finance background, and experience working with closely held businesses and family offices to deliver integrated advisory solutions. #J-18808-Ljbffr Vaco
$85k - $145k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors... ...management, business management, tax, estate, insurance, and more, all... ...is an independent fiduciary legally bound to act in our clients’... ...methodology here.Job Summary:The Wealth Advisor focuses on deepening...TaxTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$85k - $145k
Job Summary The Wealth Advisor focuses on deepening relationships with an established base of... ...Mercer’s broad set of solutions—including tax, estate planning, insurance, and more—to... ...or search firms for this job posting. Legal Notice Mercer Advisors is an equal opportunity...LegalTaxTemporary workWork at officeLocal areaRemote workMonday to Friday- ...of litigation, including case strategy, pleadings, motions practice, discovery... ...the firm’s transactional and estate planning attorneys when disputes arise from business, tax, or estate planning matters.... ...resolution. ~ Excellent legal writing, advocacy, and negotiation...LegalTaxWork at office
$125k - $175k
...strong background in business transactions, tax planning, and IRS dispute resolution to... ...probate litigation when needed. Prepare estate planning documents—such as revocable and irrevocable... ..., detail-oriented, and compassionate legal service. Compensation: Production-...LegalTaxContract workWork at office- Senior Estate and Tax SpecialistThe Senior Estate and Trust Specialist... ...clients, and influences wealth planning strategy. This role serves as a... ...strategic guidance to clients, advisors, and senior leadership.... ...Evaluate planning structures and legal entities as planning...LegalTaxFull time
$75k - $85k
...Description About Trajan EstateTrajan® Estate Law Firm is a leading estate planning... ...solutions. Our mission is to make complex legal processes accessible and empower our... ...office with our sister companies, Trajan® Wealth and Trajan® Tax, under a Family Office model, providing...LegalTaxTemporary workWork at office$100k
...Trajan EstateTrajan Estate is an estate... ...sister company, Trajan Wealth, to also address our... ...clients' financial and tax planning needs.With... ...Investment Advisor firms in the country... ...Trajan Estate, and tax strategy through Trajan Tax.... ...and ensuring that legal and financial matters...LegalTaxTemporary workWork at office- ...experts and a premier global real estate investment firm. Founded in 19... ...and track monetization strategies and proformas on a project-by-... ...opportunities. Partner with the Legal department to create deal information... ...with external property tax consultants and land and/or agricultural...LegalTaxWork at office
- ...our High Net Worth Planning Services team in a role focused on estate, business, and tax planning for high-net-worth clients. You’ll translate complex concepts into practical strategies for financial advisors and clients, drawing on 10+ years of planning experience and...TaxRemote job
$185k
...About Trajan Wealth With over $3 billion in assets... ...growing Registered Investment Advisor firms in the country.... ...only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.... ...experience, and ensures legal compliance. This role partners...LegalTaxTemporary workWork at officeLocal area- ...supports the day-to-day operations of our real estate portfolio. They work collaboratively with... ...of services. Maintain the property tax spreadsheet, and other necessary spreadsheets... ...deadlines. Ability to comprehend complex legal documents. Demonstrated proficiency in...LegalTaxFor contractorsWork at officeLocal areaFlexible hours
- Ryan seeks a Property Tax Consultant in the Scottsdale area to assist clients and internal teams with personal property tax compliance. You will research issues, reconcile financials, and collaborate with tax authorities to ensure accurate calculations and filings. Responsibilities...Tax
- Ryan LLC is seeking a Property Tax Consultant to assist multi-state clients with personal property tax compliance, using rigorous data analysis and teamwork. You will research, reconcile financial data, and prepare returns while coordinating with taxing authorities and...Tax
$260k - $365k
...State and Local Tax (SALT) Associate Attorney Direct Counsel is seeking a State and Local Tax (SALT) Associate to join a nationally... ...proceedings, and tax litigation matters Conduct comprehensive legal research and analysis Draft clear, well-reasoned legal memoranda...LegalTaxWork at officeLocal areaRemote work$85k - $145k
...Description Why Work at Mercer Advisors? For more than 40 years,... ..., business management, tax, estate, insurance, and more, all managed... ...is an independent fiduciary legally bound to act in our clients'... ...Job Summary: The Wealth Path Wealth Advisor works in...TaxTemporary workWork at officeLocal areaMonday to FridayFlexible hours$80k - $115k
...East team of financial advisors. In this position, you... ...provide tailored advice and strategies across the 7 planning... ...— protection, savings, tax strategy, retirement income, debt management, estate planning, and education... ...Financial Group is a wealth management firm with over...TaxContract workFor contractors$25 per hour
...management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart... ...fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out...TaxHourly payFull timeInternshipWork at officeFlexible hours$70k
...About Trajan Wealth With over $3 billion in assets under management and... ...fastest-growing Registered Investment Advisor firms in the country. What sets... ...fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer...TaxTemporary workInternshipWork at office- ...compliant financial statements, investor reporting packages, and NAV calculations Coordinate with external auditors, tax preparers, fund administrators, and legal counsel on fund-level reporting and compliance matters Partner with senior leadership on financial modeling,...LegalTax
- ...financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join... ..., you will develop tailored strategies that will help our Ultra High Net Worth... ...related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and...TaxFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
- ...Mesa -MESAAreas of Interest: Wealth ManagementPay Transparency Salary... ...you want to be a true Wealth Advisor for your clients, with the... ...and new business development strategies to meet personal goals.You... ...represent BOKF to ensure compliance, legal and regulatory requirements....LegalWork experience placementWork at office
- Vanguard’s International Tax Specialist works closely with tax professionals, accountants, and legal advisors to ensure the organization remains compliant with federal obligations while optimizing cross‑border tax positions across all business lines. The role covers international...LegalTax
- ...ProgramFour-Week Company-Paid Sabbatical Eligibility After Five Years of ServiceRyan Legal Services, PLLC (RLS) is an Arizona alternative business structure law firm that manages civil tax litigation cases inside and outside Arizona. RLS engages co-counsel with...LegalTaxFull timeLocal areaRemote workWork from home
- ...insurance coverage team members are advisors and advocates for over two... ...analysis and develop case strategy Prepare and respond to discovery... ...attend hearings Explain legal options to clients and bringing... ...and FSA plans to help offset taxes for employees and dependents....LegalTaxWork at officeLocal area
- Overview:Personal Wealth is transforming how investors access personalized financial advice... ...financial benefit frameworks; 529 plans; tax, cost basis, and regulatory reporting capabilities... ...with business, technology, operations, legal, compliance, and audit stakeholders to...LegalTaxFull timeWork at office
- ...manage month-end close, cash positioning, banking relationships, and multi‑state tax filings while coordinating audits. You will report to senior leadership and work across finance, legal, and operations, driving process improvements and ensuring audit readiness. #J-1...LegalTax
$150k - $200k
...experienced attorney who enjoys the strategy and precision of the discovery... ...documents, bank statements, tax returns, and other evidence... ..., and high-net-worth marital estates. Coordinate with attorneys, paralegals... ...deficient responses. Conduct legal research and draft memoranda...LegalTaxRemote workFlexible hours- ...investors to create customized investment strategies. Key responsibilities include evaluating... ...services firm, most likely in a wealth management, private banking and/or trust... ...based technical knowledge of investments, tax, legal and operations necessary to service clientsKnowledge...LegalTaxFull timeWork at officeFlexible hoursDay shift
$120k - $170k
The Trust Tax Manager will oversee the work of the Trust Tax Group... ...of tax documents for MidFirst Wealth Management (Forms: 1098, 1099-... ...to the administration of estates, trust and investment accounts... ...trusts, trust agency, etc.);Review legal documents, correspondence and...LegalTaxFull timeWork experience placementWork at office- ...and your work will reach across finance, legal, and senior leadership.What You'll OwnClose... ...the jurisdictions where we operate.Tax filings and coordination: Manage direct and... ...use tax, and coordinate with external tax advisors on returns, notices, and audits.Technical...LegalTaxFull timeWork at officeShift work
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