Senior Trusts & Estates Attorney for High-Net-Worth Clients
$120k - $200kBuckingham, Doolittle & Burroughs
Buckingham, Doolittle & Burroughs in Cleveland, Ohio is seeking an experienced estate planning attorney with 8-12 years of experience, focusing on high-net-worth individuals and their families. The role offers a unique collaborative environment, full benefits, and a competitive salary range of $120k - $200k based on experience, along with a year-end bonus program. Candidates must possess strong communication skills and a solid understanding of estate planning and related legal matters. #J-18808-Ljbffr Buckingham, Doolittle & Burroughs
$120k - $200k
...firm in Cleveland, Ohio, is seeking an estate planning attorney with 8-12 years of experience. The role involves servicing clients and providing exceptional client service... ...Ideal candidates will have experience with high-net-worth individuals and excellent communication...SeniorHigh net worth- ...the expectations of our clients. We are a wonderful... ...with a distinguished estate planning practice. We... ...seeking an estate planning attorney with eight to twelve... ...experience is with high-net-worth individuals, their families... ...Federal Estate Tax. Trusts and Estates...High net worthTemporary work
- 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...High net worth
$250k - $300k
...Title: Senior Business Attorney — Help Build a Fast-Growing, Tech-Forward Law... ...M&A support, transactions, estate planning, succession planning... ..., communicate clearly with clients, and help build a modern... ...working with business owners and high-trust client relationships ~...SeniorFull timeContract workLocal area$93k - $98k
...Private Client Services Tax Senior Private Client Services... ...firm. Offering a high touch approach, we... ...experience serving high net-worth individuals, their... ...in all aspects of estate, income, gift, and trust tax consulting and... ...certification, Attorney (admitted to practice...SeniorHigh net worthPrivate practiceWork at office- Ernst & Young Oman seeks a tax professional in Cleveland, Ohio, focusing on individual tax returns and high-net-worth client advisory. Responsibilities include preparing complex tax returns and collaborating across various tax areas. Candidates should have a Bachelor's...SeniorHigh net worth
$76k - $125.3k
...for a wide range of clients and colleagues.... ...planning and advising of high net worth individuals and... ...to develop into a trusted advisor role to... ...Agent or a licensed Attorney is required... ...understanding of estate and wealth planning... ...confidence to challenge senior colleagues and...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- A leading tax advisory firm in Ohio is seeking an experienced Tax Vice President to oversee high-net-worth individual and business-owner client relationships. This role requires expertise in tax planning, strong leadership abilities, and exceptional organizational skills...SeniorHigh net worth
- ...with a Cleveland-based firm looking for an Estate Planning Attorney. This role is an unposted opportunity, assisting high-net-worth individuals and businesses with estate planning... ...+) years of experience in Estate planning, Trusts and Estates experience or Tax experience in...High net worthLocal area
- ...firm in Cleveland, Ohio is seeking a Trust & Estate Associate Attorney with 3–5 years of experience to join... ...opportunity to work closely with partners and clients on sophisticated estate planning... ...multiple matters independently ~ High level of professionalism, discretion,...
$500 per month
...Job Description Job Description Job Title: Trusts and Estates Associate Attorney Location: Cleveland OH 44114 Salary/Payrate: $125K-$135K... ...probate matters. This role involves working closely with clients to develop personalized estate plans, administering trusts...Permanent employmentFull timeWork from home$80k - $150k
...Senior Trust Officer Location: 4900 Tiedeman Road, Brooklyn Ohio... ...by providing expert trust and estate administration and advisory services to high-net-worth clients and their beneficiaries. The... ...(CWS) (preferred) Licensed Attorney/JD (varies by state) (preferred...SeniorHigh net worthWork experience placementWork at officeFlexible hours$90k - $115k
...coachable, detail-oriented Junior Attorney with 2-4 years of experience in business law, estate planning, contracts, or related... ...hands‑on experience, meaningful client work, mentorship, and the... ...planning documents, including wills, trusts, powers of attorney, and healthcare...$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in... ...owned companies, all high‑growth private... ...tax planning for high‑net‑worth individuals and families... ...and state personal and trust income tax A thorough understanding of estate and wealth planning...SeniorHigh net worthHourly paySeasonal workRemote workFlexible hours$140k - $155k
Municipal Attorney, Senior Level Associate - Cleveland We are seeking a highly motivated Municipal Attorney (Senior Associate) to... ...municipalities and other public‑sector clients on a wide range of complex... ...candidate will serve as trusted counsel to municipal clients,...SeniorLocal area$112k - $150k
...Private Client Services Tax Manager... ...firm. Offering a high touch approach,... ...experience serving high net-worth individuals,... ...all aspects of estate, income, gift, and trust tax consulting and... ...associates and senior associates on all... ...") credential, Attorney (admitted to practice...High net worthPrivate practiceWork at office$190k - $300k
...Director, Private Client Services... ...firm. Offering a high touch approach,... ...experience serving high net-worth individuals,... ...all aspects of estate, income, gift, and trust tax consulting and... ...Supervises associates, senior associates and... ...") credential, Attorney (admitted to...High net worthPrivate practiceWork at office$200k
...providing former BigLaw attorneys, in-house counsel, and... ...also assist many of our clients with permanent... ...Global 100 law firms to high-growth privately-held companies... ...are all former senior lawyers at law firms or... ...grounded in our status as a trusted advisor, and that trust...Permanent employmentFull timeContract workImmediate startRemote workWork from homeHome office$200k
...Leader (Non-Practicing Attorney) Join to apply for the... ...Latitude Latitude provides high caliber attorneys and... ...assist many of our clients with permanent positions... ...Partners are all former senior lawyers at law firms or... ...grounded in our status as a trust advisor, and that trust...Remote jobPermanent employmentFull timeContract workPart timeWork at office- ...consistent experience for our clients and team. Passion .... ...The Tax Advisor is a senior-level individual... ...lifecycle of individual and trust tax returns and... ...follow-up — all with a high standard of confidentiality... ...recommendations for high-net-worth clients and may also...SeniorHigh net worthFlexible hours
$116k - $216k
...portfolios in accordance with client investment goals and objectives... ...or preferences.* Maintains a high level of collaboration with relationship... ...position Key as the client's trust advisor.* Interfaces with... .... Experience managing a high net worth book of business.* Ability to...SeniorHigh net worthWork at officeFlexible hours- ...Senior Fpa Analyst District Partners has been retained to identify... ...business serving ultra-high-net-worth individuals, families, and institutions... ...through a highly strategic, client-centric model. With... ...the enterprise Becomes a trusted strategic finance partner within...SeniorHigh net worthTemporary work
$110k - $125k
...Description Job Description Senior Tax Associate -... ...actually know your clients' names, their children... ...planning services to ultra-high-net-worth families. You will... ...intersects with estate planning, investment management... ...-review individual, trust, gift, partnership,...SeniorHigh net worthTemporary workWork at officeLocal area$90k - $125k
A leading investment advisory firm in Beachwood, Ohio, seeks a Wealth Advisor to lead client engagements and provide comprehensive wealth management services. The ideal candidate will have 7+ years of experience, a CFP designation, and possess excellent communication and...SeniorHigh net worth$116k - $216k
...is dedicated to serving our clients' financial needs through expert... ...is responsible for serving high net worth clients in their existing book... ...extended advisory team, including trust, investment and planning... ...(CFA) (preferred) Licensed Attorney/JD (varies by state) (preferred...SeniorHigh net worthWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...Job Description Job Description Senior Tax Manager Public Accounting | Leadership Opportunity | Hybrid Flexibility A growing... ...the opportunity to work with a strong middle-market and high-net-worth client base while playing a key role in mentoring staff, managing client...SeniorHigh net worth
$98k - $162.5k
...and delivering for our clients, teammates,... ...portfolio performance. The Senior Credit Underwriter (SCU... ...credit decisions for ultra‑high‑net‑worth clients—including... ...individuals, family offices, trusts, and specialized... ...securities, commercial real estate, fine art, hedge fund,...SeniorHigh net worthWork at officeShift workDay shift$25 - $38.46 per hour
Private Client Banker - Independence page is loaded## Private Client... ...** Be a problem solver, trusted advisor, and partner to the people... ...clients and Key. **Education*** High School Diploma , GED, or... ...strong relationships with high-net-worth clients, providing personalized...High net worthHourly payWork experience placementDay shift- A premier financial services firm in Cleveland is looking for a Tax Senior Manager to manage high-net-worth individual and business-owner client relationships. The ideal candidate should have at least 10 years of relevant tax experience and a CPA certification, with expertise...SeniorHigh net worth
- A prominent wealth management firm in Beachwood, Ohio, seeks an experienced Wealth Advisor to serve high net-worth clients. Responsibilities include managing client engagements, executing investment strategies, and developing financial plans. Ideal candidates will have...SeniorHigh net worth
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