Tax & Estate Planning Legal Associate - Private Client
Buchalter PC
Buchalter PC in Nashville, TN seeks a Tax and Estate Planning Legal Associate with an LL.M. in Taxation and 3–5 years of experience to serve high-net-worth individuals, families, fiduciaries, and closely held businesses. You will draft wills, trusts, powers of attorney, and related agreements, advise on complex tax matters, and collaborate with clients and advisors to implement tax-efficient plans. This role offers long-term opportunities to build a large practice and develop business, with a #J-18808-Ljbffr Buchalter PC
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$225k - $310k
Foley & Lardner LLP is seeking an associate with 1-4 years of relevant experience to join its Estate Planning Practice Group in either our... ...generation‑skipping transfer tax planning analyses, and... ...and may not be submitted by a legal recruiter. In support of transparency...LegalTaxWork at office$157.2k
...Requirements The Private Client team helps high-net-... ...wealth management, tax planning, and family office... ...of advanced estate and family enterprise... ...managing all the risks associated with their business objectives... ...visit Legal Notice...LegalTaxPrivate clientHourly payWork at officeFlexible hours- ...ManagerJob DescriptionAs Tax Manager, you'll... ...complex tax planning, wealth transfer,... ...UHNW families and private clients • Review and prepare... ...individual, trust, estate, partnership) • Provide... ...• Partner with legal, wealth, and... ...Mentor and develop associates and advisors, helping...LegalTaxPrivate client
- ...has an opening for a Private Wealth Advisor (PWA) .... ...Management team, helping clients identify and achieve... ...on wealth and estate planning, investments, banking,... ...management, estate planning, tax optimization, and retirement... ...estate planners, and legal advisors, to offer...LegalTaxPrivate clientTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- BDO USA is seeking a Tax Managing Director in Private Client Services to lead engagements for high net-worth clients. The role requires strong communication... ...presence, client relations, and strategic tax planning within a respected national firm known for ESOP #J-188...TaxPrivate client
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- Who You'll Work With:Private Wealth Portfolio... ...implementation of our private client accounts. The... ...support this. The associate will gain an... ...financial goals such as tax aware investing and wealth planning.What You'll Do:We... ...Research Analysts, Legal/Compliance, Sales/Marketing...LegalTaxPrivate clientFull timeVisa sponsorship
- ...preparation and investor tax reporting.Trade... ...ManagementAssist with the Portfolio Planning process and investment... ....Monitor and forecast client subscriptions and... ...the ability to interpret legal documents for... ...retail investors, and private-wealth clients in major...LegalTaxPrivate clientOdd jobFull time
- ...in Nashville, TN is seeking a Private Business Strategist to advise... ...owners on succession, estate and tax strategies while coordinating... ...PNC's Private Bank, helping clients align personal wealth with business... ...options, and delivering integrated plans that consider capital...TaxPrivate client
- Position OverviewBernstein Private Wealth Management is... ...ultra-high-net-worth clients. As an industry... ...talent.We are seeking an Associate to join the Estate Administration Team... ...with internal legal and retirement account... ...Chartered Trust and Estate Planning (CTEP), Certified...LegalPrivate clientFull timeLocal areaFlexible hours
$110k - $130k
...ll Work With:Bernstein Private Wealth Management (“Bernstein... ...AB), provides advanced planning strategies and a wide... ...this brings to each client relationship. Bernstein... ...the effects of tax and volatility, with investment... ...with compliance, legal, operations, portfolio...LegalTaxPrivate clientFull timeTemporary workWork experience placement- ...AllianceBernstein's (AB) global tax team within the Tax,... ...partnership (PTP) reporting, tax planning, and strategic business... ..., accounting, treasury, legal, and business teams to... ...services to institutional clients, retail investors, and private-wealth clients in major markets...LegalTaxPrivate clientFull time
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance... ...to personal income, estate and gift tax and wealth... ...developmentsIdentifies tax planning and consulting opportunitiesParticipates... ...employees Supervises associates, senior associates and...TaxPrivate clientWork at office
$128k - $252.5k
...team helps guide clients through their... ...infrastructure and real estate, mergers and... ...corporate and private equity clients,... ...activities associated with mergers,... ...readiness, integration planning, separation... ...treasury, and tax coordination3+... ...of the legal structure of Deloitte...LegalTaxPrivate clientLocal area- ...ll Work With: Bernstein Private Wealth Management ("... ...AB), provides advanced planning strategies and a wide array... ...accountability in each client relationship. The firm... ...portfolio to minimize tax and volatility impacts,... ...Partner with compliance, legal, operations, portfolio...LegalTaxPrivate clientWork experience placement
- Who You’ll Work With:The Legal and Compliance Department is... ...distribution, and follow-up.Plan and coordinate board-related... ..., Compliance, Finance, Tax, HR, executive assistants,... ...services to institutional clients, retail investors, and private-wealth clients in major markets...LegalTaxPrivate clientFull timeWork at office
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...team helps guide clients through their... ...infrastructure and real estate, mergers and... ...services to Private Equity investors... ...accounting, and tax risks and opportunities associated with transactions... ...considerations, integration planning, divestiture... ...of the legal structure of Deloitte...LegalTaxPrivate clientLocal areaVisa sponsorship- ...Portfolio Implementation Associate to join our Private Wealth PMG team in... ...implementation of our private client accounts. The Private... ...goals such as tax aware investing and wealth planning. The Portfolio Management... ...Managers, Research Analysts, Legal/Compliance, Sales/...LegalTaxPrivate clientVisa sponsorship
$110k - $210k
...the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ..., as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office... ...Identifying and implementing tax planning opportunities Handling and...TaxPrivate clientFull timeWork at officeLocal areaRemote work$225k - $310k
Foley & Lardner LLP is seeking an associate to join its Estate Planning Practice Group in Nashville. This role involves supporting estate planning matters... ...drafting necessary documents and contributing to tax analyses. The successful candidate will demonstrate strong...Tax- ...The primary responsibility of the Estate Planning Attorney is to help a client complete an accurate estate plan that... ...to CP for wealth management Uses legal expertise to assist in the creation... ...EXPERIENCE / QUALIFICATIONS LL.M. in tax or estate planning Licensed and in...LegalTaxWork at office
- Job Summary The Tax Senior Manager, Private Client Services assists in providing tax compliance... ...to personal income, estate and gift tax and wealth... ...developments Identifies tax planning and consulting... ...trains employees Supervises associates, senior associates and managers...TaxPrivate clientWork at office
$133.5k - $165.25k
...entity high net worth clients and family offices.... ...guidance related to wealth planning, entity structuring,... ...with external advisors (tax, legal, investment managers,... ...'s brand in the private client and family office... ...alternative investments, trust/estate accounting, or complex...LegalTaxPrivate clientContract workWork at officeLocal areaFlexible hours$86.66k - $164.3k
...leading advisory, tax and assurance firm, providing clients with a genuine coast... ...orientation, or any other legally protected basis, in... ...and Real Estate Advisory practice delivers... ...including planning, pre‑construction services... ...both public and private sector clients is preferred...LegalTaxPrivate clientContract workFor contractorsLocal areaWorldwideVisa sponsorship
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