Senior Estate Planning Attorney for High-Net-Worth
$90k - $140kLatitude
Latitude is seeking an Estate Planning Attorney to advise individuals and families on comprehensive estate planning strategies. This role focuses on wills, trusts, probate avoidance, and more. The ideal candidate should have over 5 years of experience, strong technical skills, and excellent client counseling ability. This position offers a hybrid work environment and a competitive salary of $90,000-$140,000 based on experience and credentials, along with a great benefits package. #J-18808-Ljbffr Latitude
- ...services firm is seeking a Wealth Strategist to manage complex financial needs for high-net-worth individuals and families. The ideal candidate will develop and implement tax and estate plans, lead client meetings, and collaborate with various advisors. Candidates should...SeniorHigh net worth
$90k - $140k
Estate Planning AttorneyLatitude is assisting a growing boutique law firm in identifying an Estate Planning Attorney to support its expanding trusts and estates practice. This role will... ...opportunity to work closely with high-net-worth individuals, business owners, and...High net worthPermanent employmentFull timeContract workPart timeWork experience placementWork at officeRemote workFlexible hours2 days per week- ...Strategist in Brentwood, TN. This full-time position requires a strong background in financial planning, with a focus on developing personalized financial plans for high-net-worth clients. The ideal candidate will have at least 5 years of experience and possess a...SeniorHigh net worthFull time
$76k - $125.3k
...Tennessee. This role focuses on preparing and reviewing complex individual tax returns for high net worth individuals and families. You'll collaborate with a diverse team, offering tax planning and advisory services. Required qualifications include a Bachelor's degree in...SeniorHigh net worth- A financial institution is seeking a Wealth Strategist in Brentwood, TN, to develop comprehensive financial plans for high-net-worth clients. In this full-time position, you'll conduct in-depth assessments, collaborate with other professionals, and ensure compliance with...SeniorHigh net worthFull time
- ...is seeking a seasoned Wealth Strategist in Brentwood, TN. In this full-time role, you will develop personalized financial plans for high-net-worth clients while collaborating with Private Bankers and various professionals. The ideal candidate has over 5 years of financial...SeniorHigh net worthFull time
- ...impact. The Tax Manager/Senior Manager is responsible... ...maintenance, highly proactive management of... ...deliver value-added tax planning ideas to clients. Seeking... ...listed below: High net worth individuals, their personal... ...returns, and gift & estate planning Privately held...SeniorHigh net worthContract work
- ...Job Description Job Description Senior Tax Manager Public Accounting | Leadership... ...work with a strong middle-market and high-net-worth client base while playing a key role in... ...relationships Provide strategic tax planning and consulting recommendations Technical...SeniorHigh net worth
- ...Senior Financial Advisor (RIA) Bring Your Book | Lexington, KY Lexington, Kentucky... ...on delivering comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, with... ...financial planning including tax, estate, and investment strategy Act as a...SeniorHigh net worthFull timeWork at office
$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location... ...owned companies, all high‑growth private companies. In... ...individual tax returns, income tax planning for high‑net‑worth individuals and families,... ...thorough understanding of estate and wealth planning...SeniorHigh net worthHourly paySeasonal workRemote workFlexible hours- Senior Tax Manager - Burney Tax Advisors At Burney Tax Advisors... ...of comprehensive financial planning. We’re not a traditional CPA... ...practice, built to serve the same high‑net‑worth clients with the same level... ...individuals, families, estates, and trusts, as well as business...SeniorHigh net worthWork at office
$85k - $115k
...has an immediate opening for dynamic, highly motivated attorneys to join the team providing strategic... ...legal separation, paternity action, estate planning, or other family-related issues, the... ...preferred but not required Senior Associate level available for attorneys...Full timeWork at officeImmediate startWork from homeRelocation package- The primary responsibility of the Estate Planning Attorney is to help a client complete an accurate estate plan that fulfills the client’s wishes... ...and owning the process through client signatures. A highly successful estate planning attorney has a high ratio of conversions...Work at office
- A financial planning firm in Tennessee seeks a motivated attorney to lead public workshops, conduct client consultations, and design individualized estate plans. Ideal candidates will hold a Juris Doctorate and an active law license, possess strong communication skills...
$80k - $120k
Legacy Law Group, PLLC is seeking an experienced estate planning attorney to join our Brentwood, Tennessee office. The successful candidate will manage client consultations, draft legal documents including wills and trusts, and educate clients on estate matters. A strong...Work at office$120k - $150k
...Financial Advisors and clients in developing comprehensive wealth transfer plans. This position offers an opportunity for progression into ultra-high-net-worth advisory work, focusing on complex estate and multi-generational planning. We offer a competitive salary between...High net worth- ...advise clients holistically on wealth and estate planning, investments, banking, credit, real... ...region, with a title such as a PWA, Senior Wealth Manager, Private Client Advisor, or similar, interacting with High and Ultra High Net Worth clients. Demonstrated success in...High net worthTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- ...Oath Law & Oath Planning - Estate and Financial Planning Help more people than you can ever imagine. If you have charisma, are hardworking... ...clearly, and address client questions Collaborate with attorneys, advisors, and staff to deliver exceptional client service...Work at officeLocal areaFlexible hoursAfternoon shift
- ...Job Description Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time... ...engagements for corporations, partnerships, and high-net-worth individuals Provide strategic tax planning and compliance services , identifying opportunities...SeniorHigh net worthFull timeRemote workFlexible hours
$55k - $151.47k
...advice and guidance to clients on tax planning, compliance, and strategy. These individuals... ...planning and compliance services to high-net-worth individuals and privately-owned... ...returns, AMT, and year-end planning. As a Senior Associate you analyze complex problems,...SeniorHigh net worthFull timeH1b$80k - $120k
We are searching for a highly analytical applicant who is capable of working full‑time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for clients...Full time- A financial planning firm in Tennessee is seeking an experienced Estate Planning Attorney to guide clients through the estate planning process. The role requires a Juris Doctorate, with at least 7 years of estate planning experience and a Tennessee bar license. Responsibilities...
$91k - $321.5k
...advice and guidance to clients on tax planning, compliance, and strategy. These individuals... ...planning and compliance services to high-net-worth individuals and privately-owned... ...planning guidance to the owners of PwC. As a Senior Manager you are expected to lead large...SeniorHigh net worthFull timeH1bRemote work$76k - $125.3k
...technically demanding tax planning and compliance... ...planning and advising of high net worth individuals and families... ...Agent or a licensed Attorney is required Minimum of... ...thorough understanding of estate and wealth planning... ...to challenge senior colleagues and stakeholders...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- ...Job Description: The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity's high net worth clients and their advisors. Depending on our client's needs, the Advanced...High net worthWork experience placementRemote work
$120k - $150k
...office, and retirement plan advisory services - empowering... ...in evolving into ultra-high-net-worth (UHNW) advisory work, including complex estate, tax, and multi-... ...Incorporate feedback from Senior Wealth Strategists and... ...advisors (CPAs, attorneys) Participation in high...High net worthWork at office- ...enduring relationships by delivering highly personalized, comprehensive... ..., integrated strategies across tax, estate, and investment planning, we bring clarity and structure to complexity... ...comfortable interacting with high-net-worth individuals and professionals, and you...High net worthFull timeWork at office
$95k - $110k
...Senior Tax Accountant / Tax Supervisor – REMOTE (Atlanta... ....io Who: A highly skilled tax... ...demand and succession planning are creating the need for... ...business owners and high-net-worth individuals. This is a... ...support across succession, estate, and retirement planning...SeniorHigh net worthRemote jobFull timeWork at officeImmediate start- Elliott Davis, LLC seeks an Audit Senior Manager with real estate experience in Nashville, TN. This role involves providing audit services to clients... ...sectors. You will be responsible for engagement planning, client relationships, and mentoring staff while analyzing...Senior
$90k - $120k
...accepting resumes only for dynamic, highly motivated attorneys to join the team that provides... ...legal separation, paternity action, estate planning or numerous other issues that affect... ...is preferred but not required ~ Senior Associate positions are available for...Full timeTemporary workWork at officeWork from homeRelocation package
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