Trusts & Estates Attorney: Wealth & Tax Planning
gpac
gpac is seeking a Trusts and Estates Planning Attorney in Cleveland and/or Akron, Ohio. The ideal candidate has 7+ years in estate planning or 3+ years in high net worth planning, with a JD and Ohio Bar admission. You will provide client-focused counsel, manage a diverse caseload, and help clients protect assets, minimize taxes, and achieve long-term goals. Responsibilities include advising on wills, trusts, powers of attorney, probate and trust administration, wealth transfer, tax planning, and #J-18808-Ljbffr gpac
- ...Job Title: Trusts and Estates Planning Attorney Location: Cleveland and/or Akron Ohio Experience Level: 3+ Years... ...that protect assets, minimize tax exposure, and achieve long-term goals... ...administration matters. Assist with wealth transfer, tax planning, and business...Tax
- ...Job Description Trust & Estate Planning Attorney Position Type: Full-Time, In-Office Location... ...law firm known for its sophisticated wealth management practice has partnered... ...will handle complex estate planning, tax strategy, and trust administration, providing...TaxFull timeWork at office
$500 per month
Job Title: Trusts and Estates Associate Attorney Location: Cleveland OH 44114 Salary/Payrate: $125K-... ...provide legal services in estate planning, trust administration, tax compliance, and probate matters... ...strategies for estate and wealth transfer planning. Stay up to date...TaxPermanent employmentFull timeWork from home- ...Estate Planning Attorney OpportunityFor the past century, Buckingham, Doolittle & Burroughs has been committed to exceeding the expectations... ...families, and their businesses.Experience with Federal Estate Tax.Trusts and Estates Administration experience.Excellent people and...TaxTemporary work
$130k
...Crystal & Liffman Co., LPA in Cleveland, Ohio is seeking a Trusts and Estates Senior Associate or Partner. This role involves providing tailored legal advice in estate planning, trust administration, and tax law while managing client relationships. The ideal candidate...Tax- LHH is seeking an Estate Planning Attorney in Cleveland, OH. This unposted opportunity involves assisting high-net-worth individuals and businesses with estate planning, tax strategies, and business succession. Candidates should have at least two years of experience in...Tax
- ...has opportunities in over 10 offices that will focus on estate planning, real estate transactions, tax planning and other work related to transactional work... ...of estate planning, probate administration and trust administration. Education, Experience and Skills:...TaxFull time
$133k - $296.4k
...extensive experience practicing in the area of trusts and estates in a law firm or fiduciary practice,... ...sophisticated trust, estate and tax matters. The candidate should have experience... ...and/or reviewing complex estate planning documents, nonjudicial agreements and probate...TaxFull timeTemporary workPart timeWork experience placementWork at office$170k - $190k
...an associate with 4-6 years of estate planning experience to join its... ...join a widely recognized team of attorneys who are known for handling complex estate plans, trust and estate administrations, and... ...and reviewing complex estate tax returns, gift tax returns, and...TaxWork at office- ...a Cleveland-based firm looking for an Estate Planning Attorney. This role is an unposted opportunity,... ...individuals and businesses with estate planning, tax strategy, and business succession.... ...of experience in Estate planning, Trusts and Estates experience or Tax experience...TaxLocal area
- ...currently has an opening for an Associate Attorney with 3+ years of experience in estate planning to join our Trusts & Estates Practice Group in the... ..., estate, gift, GST, and other tax laws attendant to this line of work. Estate/wealth planning techniques, including preparation...TaxTemporary workPart timeCasual workWork at office
- ...has an opening for an Associate Attorney with 3+ years of experience in estate planning to join our Trusts & Estates Practice Group in the Cleveland... ..., estate, gift, GST, and other tax laws attendant to this line of work. Estate/wealth planning techniques, including...TaxTemporary workPart timeCasual workWork at office
- Buckingham, Doolittle & Burroughs is seeking an estate planning attorney with eight to twelve years of experience to service clients of our veteran attorneys and continue our tradition of providing excellent client service. The role emphasizes high-net-worth individuals...
$170k - $190k
Hahn Loeser & Parks LLP seeks an associate with 4-6 years of estate planning experience to join its Cleveland office. This role offers the opportunity for a strong estate planning associate to join a recognized team known for handling complex estate plans and business succession...Work at office- ...seeking a Private Business Strategist in the Private Bank to engage business owners, translate goals into wealth strategies, and integrate tax and estate planning into corporate planning. The role supports growth by advising on transition options and capital structure,...Tax
$130k
Job Summary Having foundational experience in estate planning, trust administration, tax planning, probate, and related areas, the Trusts and Estates... ...including the preparation of wills, trusts, powers of attorney, advance health care directives and relevant business...Tax- PNC's Private Bank seeks a Wealth Strategist III. Based in Cleveland, OH, Columbus, OH, or Detroit, MI, you will develop tax, estate and financial plans for clients and collaborate with planning resources on complex matters. You will grow assets under management by advising...Tax
- ...UB Greensfelder LLP is seeking an Associate Attorney with over 3 years of experience in estate planning to join our Trusts & Estates Practice Group in Cleveland, Ohio. The role involves counseling families on estate administration, assisting corporate clients with succession...Flexible hours
$100.35k - $205k
...individual clients and their trusts, estates, family offices, investment vehicles... ...solutions to complex tax issues? Do you not only know... ...with Deloitte’s growing Private Wealth practice! Recruiting for this... ...projects related to tax planning opportunities and the tax implications...TaxPrivate practiceWork at officeLocal area$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...and guidance to clients on tax planning, compliance, and strategy. These... ...to establish a secure and trusted workplace for all.Applications will...TaxFull timeSecond jobH1b$75k - $150k
The industry role of Wealth Advisor resides as a Financial... ..., and qualified plans). Our current investment... ...planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice... ...to establish a level of trust and confidence with our client...Tax$82k - $135.2k
...Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior Location: Anywhere in Country At EY, we’re... ...wealth advisory services, including estate planning, structuring, and transactional... ...wealth tax advisory, estate and trust tax, family limited partnerships...TaxWork experience placementSummer holidayFlexible hours- A public accounting firm is seeking a Trust & Estate Tax Accountant at the staff level in Cleveland, Ohio. The ideal candidate will prepare trust and fiduciary income tax returns, manage documentation, and collaborate with partners. The firm fosters a supportive culture...Tax
- ...Harrison Nederland B.V. is seeking a Probate & Estate Planning Paralegal in Cleveland to support attorneys in estate, trust, and succession planning matters. The role focuses... ..., and professionals. You will prepare tax forms (706/709), draft deeds, and assist with court...Tax
- Trust & Estate Tax Accountant - Staff Level Barnes Wendling CPAs, an award-winning public accounting firm, is seeking a detail-driven Trust & Estate Tax Accountant who takes pride in doing things the right way—and wants to do that work alongside people who genuinely respect...Tax
- ...clients in one or more of: Personal tax — preparing individual (1040) returns, personal tax planning, capital-gains, self-employment/... ...budgeting, cash flow, debt, goals). Estate planning (non-attorney) — estate and gift tax, trust administration, beneficiary planning...TaxWeekly paySelf employmentFreelanceWorldwide
- The Wealth Advisor serves as the primary advisor and relationship... ...through personalized financial planning, investment management, and... ...Relationship Management Serve as the trusted advisor and main point of... ..., investments, insurance, tax, estate, philanthropy) to ensure...Tax
- ...Senior Vice President, Lead Wealth Advisor About the Company... ...responsible for serving as a trusted advisor to high-net-worth... ...and comprehensive financial planning strategies. This includes developing... ..., retirement planning, tax planning, estate strategies, and complex...TaxLocal area
- ...and impact on personal wealth. Integrate transition‑planning strategies into... ...like retain vs. sell, estate‑planning techniques, and tax considerations. Explain... ...accounting. Combined Trust & Estate and Corporate Tax experience as an attorney or CPA. Experience in...TaxWork experience placementWork at office
$75k - $90k
...Description LHH is recruiting a Probate & Estate Planning Paralegal for a Cleveland law firm. The paralegal will assist attorneys in the Estate, Trusts and Succession Planning practice with... ...the preparation of Form 706 estate tax returns. The role involves direct client...TaxWork at officeLocal area
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