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- ...Investment Group is seeking an experienced tax professional in Englewood, CO to manage compliance and planning for complex, multi-entity structures.... ...and a strong technical foundation in high-net-worth individual taxation, estate planning, and partnership structures. A...TaxHigh net worth
$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- ...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 worthRemote work
$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
...Sorren Tax Engagement Leader Our... .... We offer a high-performing yet... ...clients on tax planning strategies, transaction... ...and interpret estate planning documents such as trusts and wills.... ...returns for our high-net-worth clients and... ...and senior associates through goal-setting...TaxHigh net worthFull timeLocal area- A growing CPA firm in Denver is seeking a Tax Director to join its leadership team. This role offers opportunities... ...8 years of public accounting tax experience, strong planning skills, and experience with high-net-worth individuals. This position allows for significant...TaxHigh net worth
$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$70k - $130k
...Senior Associate Wealth Strategist Our team continues... ...wealth transfer planning a primary component of... ...experience at RBC for its high net worth ("HNW") and ultra-... ...Strategists for tax and estate planning, business succession planning, trust and charitable planning...TaxHigh net worthTemporary workFlexible hours- 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
$82k - $110k
...Associate Estate Planner - Hybrid Salary Range $82,000.... ...25% Category Estate Planning Description EP... ...serving predominately high net worth individuals. EPWA fosters... ...to clients on estate tax planning, wealth and... ...planning and trust tax planning. Communicate...TaxHigh net worthFull timeTemporary workWork at officeImmediate startFlexible hoursShift work- ...Northeast Ohio, offering financial planning and wealth management... ...including cash management, income tax planning, insurance,... ...planning, retirement planning, estate planning, and risk management... ...Experience working with high net-worth clients Experience with eMoney...TaxHigh net worthWork at office
$200k - $240k
...Denver, Colorado. In this role, you will work closely with Relationship Managers and high net worth clients to develop and implement wealth planning strategies. Your expertise in estate planning and strong communication skills will be essential as you collaborate with...TaxHigh net worth- ...seeks an Executive Director, Wealth Planner to lead advanced tax and trust & estate strategies for clients and advisors. Leverage deep... ...collaborate with field leadership to drive regional wealth planning initiatives. Responsibilities include developing content with...Tax
- ...Tax Director - Trust & Estate Oversight Location: Denver Metro - Denver Tech Center... ...actively expanding , with plans to grow to 30+ employees by... ...new client demand High flexibility and work-life balance... ...working with high-net-worth individuals, trusts, or estates...TaxHigh net worth
$75k - $100k
...Growth At Corient, we help high- and ultra-high-net-worth individuals and families... ...level of financial planning and investment knowledge... ...plans, investment reports, tax and estate analysis as requested Vast... ...service execution under the Associate Wealth Advisors and/or Wealth...TaxHigh net worthPermanent employmentTemporary workWork at officeFlexible hours- ...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
- ...Tax Manager / Senior Tax Manager - Denver, CO (Hybrid) Industry... ...Accounting | Client Focus: HNW, Trusts & Estates, Family Wealth Experience... ...growth, and service offering. High-Impact Work: Partner directly with high-net-worth individuals, multi-generational...TaxHigh net worthFlexible hours
$125k - $175k
...Job Description SVP, Trust Officer Location:... ...For You're a highly experienced fiduciary... ...trust administration, estate planning, and high-net-worth client relationships... ...and Profit Center associates. Responsible for the... ...of federal and state tax returns for trusts by...TaxHigh net worthFull timeWork experience placementWork at officeFlexible hours$200k - $300k
...Tax Director - Private Client Services Weaver is a... .... Our goal is to balance high development with high performance... ...tax compliance and planning services to high-net-worth individual clients and... ...investment partnerships, estates, and trusts ~ Technical knowledge sufficient...TaxHigh net worthImmediate startFlexible hours- ...A Private Client Services Tax Manager is a key participant... ...service to a broad range of high net worth individuals, executives and business... ...Income tax, Compliance, and Planning) Manage engagements/... ...compliance Experience with trust income tax compliance a plus...TaxHigh net worthWork at officeWeekend workAfternoon shift
$120k - $165k
...Tax Manager - Public Accounting Firm Location: Denver... ...mentor staff, and serve as a trusted advisor to clients. The firm... ...proactive communication and tax planning discussions Lead, mentor,... ...Prior experience working with high-net-worth individuals, trusts, or...TaxHigh net worthWork at officeFlexible hours3 days per week$130k - $170k
...Description We are looking for a Tax Manager for our Denver office... ...of individuals, entities, trust, estate, and gift tax returns while... ...experience specializing in High Net-Worth Individuals as well as Estate... ...: We require an internet plan with the following minimum upload...TaxHigh net worth- ...management, cash-flow oversight, tax strategy, wealth management, estate planning, and risk management.... ...We are looking for a high-performing Accounting... ...entrepreneurs, and other high-net-worth individuals. You’ll play... ...What You’ll Do Act as a trusted advisor to high-profile...TaxHigh net worthWork at office
- RubinBrown LLP in Denver is seeking a Private Client Services Tax Manager to enhance client relationships and spearhead service delivery for high net worth individuals. The role involves providing top-notch service, mentoring team members, and managing engagements with...TaxHigh net worth
$135k - $180k
...Sorren Tax Leadership Position Our Firm... .... We offer a high-performing yet balanced... ..., including high-net-worth individuals, multi... ...to clients on tax planning strategies,... ...managers and senior associates through goal-setting... .... Cultivate deep, trusted client relationships...TaxHigh net worthFull timeLocal area- ...seeking a motivated advanced tax planning associate attorney with experience or... ...in advanced tax and estate planning to support a robust... ...Responsibilities Work exclusively with high net worth clients; those with taxable... ...wills and revocable trusts; gifts and sales to...TaxHigh net worthWork at office
- ...Tax Manager Opportunity Colorado public accounting... ...review and tax planning and has an... ..., Startups and ultra-high net worth clients. You will join... ...individual income, gift tax, trust, and estate tax returns Review... ...guidance and training to associates and peers Delegate...TaxHigh net worthTemporary workSummer workWork at office
$140k - $160k
...Join a Premier Advisory Firm Serving High-Net-Worth Clients We’re partnering with a top-tier... ...-thinking strategies around income tax, estate planning, charitable giving, and more. The... ...are all possible. What You’ll Do Be a trusted advisor to high-net-worth clients and...TaxHigh net worthWork at officeRemote work3 days per week$285k - $405k
...an exceptional, highly personal client experience... ...Serving as a trusted partner to the... ...packages, planning cycles, templates... ...Legal/Risk, Real Estate, Security, Tax/Wealth Planning)... ...with ultra-high net worth principals and their... ...workplace where every associate belongs and can do...TaxHigh net worthWork at office
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