Senior Trusts & Estates Attorney - Wealth & Tax Planning
Liberty Personnel Services, Inc.
Liberty Personnel Services, Inc. is seeking a qualified JD to advise clients on estate and wealth transfer strategies, draft legal documents such as wills and trusts, and assist with tax-efficient succession planning. Candidates should have at least 4 years of experience in trusts and estates, along with strong communication skills. The position requires being licensed to practice in Washington or the ability to obtain licensure. Those with a strong background in advising high-net-worth clients will be preferred. #J-18808-Ljbffr Liberty Personnel Services, Inc.
$200k - $250k
...Senior Wealth Manager LOCATION: Seattle, WA (Full-time... ...senior member of the Trust Resources Group, the Senior... ...expert on trust and estates for both the Trust... ...objectives, risk tolerance, tax situation and unique... ...wealth and financial planning strategies for clients...SeniorTaxFull timeContract workWork experience placementWork at officeRemote workFlexible hours- Responsibilities Advise clients on sophisticated estate and wealth transfer strategies Draft and review estate planning documents including wills, trusts, powers of attorney, and related instruments Assist clients with tax‑efficient succession planning and preservation...Tax
$142.7k - $214.03k
...Tax Senior Manager, Private Wealth Baker Tilly, one of the fastest growing CPA... ...families and family offices, estates, and trusts in managing, preserving... ...gift tax, succession planning, valuation and international... ...other advisors such as, attorneys, bankers and investment...SeniorTaxPrivate practiceLocal area- ...PWM Wealth Planner The PWM Wealth Planner is focused... ...comprehensive and goals-based planning. The Wealth Planner... ..., philanthropic, tax planning, business transition planning, estate planning. Has expertise... ...in conjunction with the senior team members. Basic Qualifications...SeniorTaxTemporary workWork experience placement
$158.01k - $276.46k
Northern Trust, a Fortune 500 company, is seeking an experienced professional to focus on trust sales and investment management services. Candidates should have a strong understanding of fiduciary products and sales experience, alongside excellent analytical skills. The...Senior$235k - $250k
Laird Norton Wetherby is seeking a full-time Senior Tax Advisor in Seattle, WA. This role... ...teams, and providing guidance on tax and estate matters. Candidates should have at least... ...including health coverage and flexible spending plans. #J-18808-Ljbffr Laird Norton WetherbySeniorTaxFull timeFlexible hours- ...Private Wealth Tax Principal Are you looking to join an entrepreneurial firm which... ...affluent families and family offices, estates and trusts in managing, preserving and transitioning... ..., estate and gift tax, succession planning, valuation and international tax services...TaxPrivate practice
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow... ...making wealth transfer planning a primary component... ...Strategists for tax and estate planning, business succession planning, trust and charitable planning... ...influence, such as attorneys and CPAs. What...SeniorTaxTemporary workFlexible hours$65.5k
...Client Associate & Trust Services LOCATION: SEATTLE, WA We... ...families manage and grow their wealth through financial planning, investment management, and trust & estate services. We currently have trust... ...collecting and coordinating tax reports/forms. Cash management...TaxFull timeContract workWork experience placementWork at officeRemote workFlexible hours$30 per hour
...Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family... ...comprehensive guidance and education on estate, tax, philanthropic, and... ...at least 10 years’ experience in trust and estate planning or administration...SeniorTaxWork at officeRemote work$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...to clients on tax planning, compliance, and... ...increased efficiencies. As a Senior Associate you shall analyze... ...establish a secure and trusted workplace for all. Applications...SeniorTaxFull timeH1b$70k - $90k
...Senior Associate, Tax Atlanta, GA; Bellevue, WA; Boston, MA;... ...Pathstone is a growing wealth management firm... ...as well as integrated planning and coordination across... ...guidance, wealth and estate planning support, philanthropic... ...of individual, trust, partnership, and...SeniorTaxInternshipWork at officeFlexible hours$100k - $120k
...has specialized in providing tax, accounting, and consulting... ..., independently operated wealth management firm providing personalized... ...The HSA team is seeking a Senior Tax Associate to work... ...different areas such as estates and trusts, tax planning, and international tax....SeniorTaxTemporary workWork at officeLocal areaWork from homeFlexible hours3 days per week$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...- Renewable Energy Tax Senior Manager, you will play a... ...of innovative tax planning solutions and... ...management and building trust Innovating processes...SeniorTaxFull timeH1bLocal area$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...to clients on tax planning, compliance, and... ...creative tax solutions. As a Senior Associate you will analyze... ...establish a secure and trusted workplace for all. Applications...SeniorTaxFull timeH1b$235k - $250k
...Senior Tax Advisor LOCATION: SEATTLE, WA We are seeking a full... ...regarding various tax and estate planning matters Provide oversight... ...not occur Alert President, Trust Services and General Counsel... ...clients interested in wealth management or trust services...SeniorTaxFull timeContract workWork at officeRemote workFlexible hours$76k - $125.3k
...Capital Markets, Wealth and Asset Management... ...institutions are trusted and flourish, and... ...providing dedicated tax technical services... ...tax minimization planning, on-call advice, and... ...A senior analyst in FSO EDGE... ...(EA) or licensed attorney What we look...SeniorTaxSummer holidayWork at officeLocal areaFlexible hours$200k - $250k
A wealth management firm based in Seattle is seeking a Senior Wealth Manager. The role includes overseeing fiduciary relationships, leading financial planning analysis, and partnering with a client service team... ..., including extensive trust management experience, and...Senior$158.01k - $276.46k
Northern Trust Corp in Seattle is seeking a Sr Wealth Strategist. The role requires 5-7 years of experience in trust sales or relationship management. You will sell bank products, consult on estate planning, and work closely with clients and their advisors. Ideal candidates...Senior$76k - $125.3k
...Services EY EDGE Wealth and Asset Management... ...and specialized tax assistance tailored... ...tax minimization planning, on‑call advice, and... ...A senior analyst in FSO EDGE... ...(EA) or licensed attorney What we look for... ...experience and status as a trusted advisor to maintain...SeniorTaxSummer holidayWork at officeLocal areaFlexible hours$125.4k - $181.88k
...Empower Yourself. The Senior Private Wealth Advisor, Practice Lead... ...by serving as a trusted advisor and primary point... ...onboarding, financial planning, and investor education... ...income optimization, tax-advantaged savings strategies... ...optimization, and estate planning ~ Proven...SeniorTax16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- Baker Tilly International seeks a Private Wealth Tax Principal to lead its wealth management practice. This role focuses on compliance... ...consulting for high-net-worth individuals, providing strategic tax planning and advice. The ideal candidate will have over 15 years of...SeniorTax
$155 per hour
...position is an opportunity to work closely with the Firm's Trust & Estate Planning practice, handling all aspects of transactions involving the... ...property. Review real estate documents for risk analysis. Draft tax‑efficient structuring and analyze tax implications. Handle...TaxHourly payLocal areaFlexible hours$130k - $300k
...industry in aligning wealth, passion, and purpose... ...the wealth management plan that supports their... ...Planning, Multigenerational Estate Planning, Tax Planning, Risk... ...Brighton Jones as their trusted financial advisor.... ...of influence, such as attorneys and CPAs, resulting in...SeniorTaxFull timeSummer workWork at officeLocal areaImmediate startFlexible hours- ...delivering customized wealth management and... ...alongside Advisors and Senior Advisors, this individual... ...key role in financial planning, investment analysis,... ...management, estate planning, tax strategy, risk management... ...path toward becoming a trusted advisor. Responsibilities...TaxFor contractorsWork at office
- ...create it together. We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across... ...About the role We're looking for an experienced Senior Financial Planner to join our team of industry...SeniorTaxWork at officeRelocationMonday to Friday
$260k - $390k
...relevant transactional experience in trust and estate planning to join our national trusts and estates... ...Seattle or Bellevue office. Our team of attorneys has significant experience assisting... ...families with sophisticated estate and tax planning techniques as well as...TaxWork at office$125k - $180k
...ranging practice areas include business and tax law, family law, civil litigation,... ...rights and bankruptcy, employment law, estate planning, probate, and real estate law. Based in... ...Lasher is currently seeking a litigation attorney to join our Business Litigation Practice...Tax$148.5k - $174.7k
...Description The PWM Wealth Planner is focused on providing... ...and goals-based planning. The Wealth Planner provides... ..., philanthropic, tax planning, business transition planning, estate planning. Has expertise... ...in conjunction with the senior team members. Basic Qualifications...SeniorTaxTemporary workWork experience placementLocal area$158.01k - $276.46k
Sr Wealth Strategist page is loaded## Sr Wealth... ...9**About Northern Trust:**Northern Trust,... ...liaison (e.g. attorney, CPA, etc.).6. Responds... ...onthe benefits of estate planning products/services.... ...for estate taxes. Utilizes knowledge... ...organization is encouraged, senior leaders are...SeniorTaxLocal areaFlexible hours
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