Estate Planning Associate: High-Net-Worth Tax & Trust
$225k - $310kFoley & Lardner LLP
Foley & Lardner LLP is seeking an associate to join its Estate Planning Practice Group with 1-4 years of relevant experience. The position involves drafting estate planning documents, supporting tax planning analyses, and contributing to estate and trust administration. The ideal candidate will possess strong drafting, analytical, and communication skills, along with a JD from an ABA accredited law school. The expected salary range for this position is between $225,000 and $310,000, depending on qualifications. Foley offers a comprehensive benefits program including medical, dental, vision insurance, and more. #J-18808-Ljbffr Foley & Lardner LLP
$225k - $310k
...Lardner LLP is seeking an associate with 1-4 years of... ...to join its Estate Planning Practice Group in either... ...succession documents for high‑net‑worth individuals and business... ...‑skipping transfer tax planning analyses, and... ...in estate and trust administration, including...TaxHigh net worthWork at office- ...s Denver office seeks a junior to mid-level associate (2-6 years) to join its Private Client Group, focusing on sophisticated wealth transfer planning for high-net-worth individuals and assisting with complex estate and trust administration. Ideal candidates have trust...TaxHigh net worthWork at office
- Tax Manager (Trust/Estate)Company OverviewWe are a small, well-established public... ...OverviewWe are seeking a highly skilled Senior Tax Manager... ...manage our tax compliance and planning activities. The ideal... ...experience in handling high net worth individuals and trust estate...TaxHigh net worthLocal area
- Topel Forman in Denver is seeking a Tax Manager for our Gift, Estate, and Trust team to serve high-net-worth clients, families and closely held businesses, delivering advanced tax planning, compliance, and advisory services. This hybrid Denver position offers collaboration...TaxHigh net worth
- Bonham Solutions seeks an experienced Trusts & Estates partner for its Denver office to advise high-net-worth families on sophisticated estate planning, trust administration, wealth transfer, and tax strategies. The ideal candidate will originate new business, maintain...TaxHigh net worthWork at office
$130k - $170k
...Description We are looking for a Tax Manager for our Denver office to join our Gift, Estate, and Trust team. This role supports our work with high‑net‑worth individuals, families, and closely... ...businesses, providing advanced tax planning, compliance, and advisory services...TaxHigh net worth$145k - $175k
...accounting, assurance, tax, advisory, and... ...within a high-performing,... ...clients on tax planning strategies, transaction... ...and interpret estate planning documents such as trusts and wills.... ...returns for high-net-worth clients,... ...managers and senior associates through goal-setting...TaxHigh net worthFull timeLocal area$145k - $175k
Senior Tax Manager (Estate, Trust, Gift) page is loaded## Senior Tax... ...thrive. We offer a high-performing yet balanced... ...to clients on tax planning strategies,... ...returns for our high-net-worth clients and their personal... ...managers and senior associates through goal-setting...TaxHigh net worthFull timeLocal area$200k - $240k
...with Relationship Managers and high net worth (HNW) clients to develop and implement wealth planning as part of CIBC Private... ...help clients understand their estate planning, tax planning, philanthropic vehicles... ...Review estate planning and trust documents. Serve as a bridge...TaxHigh net worthFull timeRemote work$140k - $160k
...Senior Advanced Financial Planning Opportunity in Financial... ...Planning Specialist, High Net Worth Planning Services Location... ...with a focus on Estate Planning, Business Planning & Tax Planning strategies. The... ...planning, estate planning, trust administration, life insurance...TaxHigh net worthFull timeWork at officeRemote work$177k - $300k
...Advisor teams who are interested in wealth planning services to address their high- and ultra-high net worth clients' trust, estate/wealth transfer, and financial planning needs... ...estate planning, income and wealth transfer tax planning, investments, retirement planning and...TaxHigh net worthFull timeWork experience placementLocal areaWork from homeShift workDay shift$137.4k - $240.4k
About Northern Trust:Northern Trust, a Fortune 500... ...to wealth management planning. With the support of our... ...’ll work with ultra high net worth(UHNW) individuals, families... ...) on the benefits of estate planning services,... ...of wealth transfer and tax planning strategies. And...TaxHigh net worthFull timeLocal areaFlexible hours- ...specializes in retirement planning, investment... ...Financial is a high growth, private... ...for high-net-worth and ultra-high net... ...deep experience in estate planning, advanced tax strategies, and... ...ownership structures, trust-owned assets,... ...Team and Associate Advisors Contribute...TaxHigh net worthFull timeContract workTemporary workPart timeWork experience placementInternshipWork at officeFlexible hours
$145k - $175k
Sorren, located in Denver, CO, is seeking a seasoned Tax Manager to lead complex tax engagements and provide strategic advisory... ...experience and a CPA license. Responsibilities include managing high-net-worth clients' tax returns, mentoring team members, and contributing...TaxHigh net worth- A reputable CPA firm is seeking a Tax Manager or Senior Tax Manager. This fully remote role focuses on high-net-worth taxation and offers competitive compensation, flexible hours, and opportunities for advancement. Ideal candidates will have significant public accounting...TaxHigh net worthRemote jobFlexible hours
- ...specializes in retirement planning, investment... ...Financial is a high growth, private... ...for high-net-worth and ultra-high net... ...deep experience in estate planning, advanced tax strategies, and... ...ownership structures, trust-owned assets,... ...Team and Associate Advisors Contribute...TaxHigh net worthFull timeContract workTemporary workPart timeWork experience placementInternshipWork at officeFlexible hours
- ...seeking a Senior Wealth Planner to deliver sophisticated planning for high-net-worth clients. You will lead complex engagements, collaborate with... ...internal teams, and design integrated strategies across estate, tax, and liquidity planning. Responsibilities include client...TaxHigh net worth
- Tax AssociateCompany OverviewWe are located near... ...detail-oriented Tax Associate to join our tax team... ...support tax compliance and planning for a diverse client... ...needed.Assist with trust and estate tax return... ...planning engagements for high-net-worth individuals (HNWI) and...TaxHigh net worthLocal area
- ...Holland & Hart seeks an associate attorney to create, draft, and implement sophisticated wealth transfer plans for high-net-worth clients, collaborating across estate and trust administration. The role values prior estate planning experience and related transactional...TaxHigh net worth
- ...Denver, Colorado is seeking a junior to mid-level Tax Associate to join our Private Client practice. The role... ...implementing sophisticated wealth transfer plans for high-net-worth individuals and assisting with estate and trust administration. Candidates should have a JD,...TaxHigh net worthPrivate practice
- ...Hart's Private Client Group in Denver seeks a junior to mid-level Tax Associate (2-6 years) to draft and implement wealth transfer plans for high-net-worth clients and assist with complex estate and trust administration. The associate will work with a team to provide...TaxHigh net worth
$90k - $120k
...firm looking for a dedicated Tax Senior to join our team in... ...preparation, review, and strategic planning.Position HighlightsHybrid... ...complex tax profiles and high net worth client portfoliosStrong career... ...returns for individuals, trusts, estates, and business entities.Conduct...TaxHigh net worthWork at officeLocal areaRemote work- ...OverviewA law firm seeks a junior to mid-level Tax Associate to join their Private Client practice in... ...implementing sophisticated wealth transfer plans for high-net-worth individuals and assisting with complex estate and trust administration matters. Duties Create and...TaxHigh net worthPrivate practice
- ...Tax Manager / Senior Tax Manager (Fully Remote | HNW & Trust/Estate Focus) Location: Denver, CO (Firm HQ) —... ...the Opportunity A highly respected boutique CPA... ...deep experience in high-net-worth individual, trust, and... ...Provide proactive tax planning and wealth transfer...TaxHigh net worthFull timeRemote work
- ...Responsibilities Prepare tax returns for high-net-worth individuals, trusts and businesses Create quarterly estimates and projections Responsible for clear & concise communication with clients on all matters related to delivery of income tax returns Perform tax research...TaxHigh net worth
- ...USA’s Private Client Services group delivers high‑touch tax and financial guidance to high‑net‑worth individuals and their families, including... ...executives and family offices. The practice covers estate, gift and trust tax planning, charitable giving, executive compensation,...TaxHigh net worth
$100k - $120k
...Our team delivers comprehensive financial planning, investment management, and specialized tax strategies to ultra-high-net-worth individuals and families. We operate on a... ...returns for high-net-worth individuals, trusts, estates, and closely held businesses.Develop proactive...TaxHigh net worthWork at officeRemote work- CLA is seeking a Tax Principal or Signing Director to join our Gift, Estate and Trust (GET) tax team in one of our Southwest/Rockies offices. This role contributes... ...to deliver compliant and proactive planning for high‑net‑worth clients and manage a book of business with...TaxHigh net worth
- ...Description Job Description Tax Director – Trust & Estate Oversight Location:... ...actively expanding , with plans to grow to 30+ employees by... ...significant new client demand High flexibility and work-life... ...working with high-net-worth individuals, trusts, or estates...TaxHigh net worth
- ...Join a sophisticated, growing legal team handling high-level estate and tax planning matters for ultra-high-net-worth clients. Work on complex, intellectually... ...review sophisticated estate planning documents, trusts, wills, powers of attorney, and related instruments...TaxHigh net worthWork at office
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