Senior Trusts & Estates Counsel | High-Net-Worth Planning
Fox Rothschild LLP
Fox Rothschild LLP is looking for a Trust & Estate Associate based in Atlanta, GA. The ideal candidate will possess five to seven years of experience supporting our Taxation and Wealth Planning Department. Responsibilities include advising high-net-worth individuals on complex wealth transfer and estate planning matters, and collaborating effectively with fiduciaries in trust and estate administration. Candidates must have a Juris Doctorate and be licensed to practice law in Georgia. This role offers a chance to impact long-term client objectives through tailored advice. #J-18808-Ljbffr Fox Rothschild LLP
- ...support their Taxation and Wealth Planning Department. Candidates must... ...include advising high-net-worth individuals on complex wealth... ...transfer strategies, drafting estate planning documents, and collaborating with fiduciaries on trust administration. This role is...SeniorHigh net worth
$150k - $180k
...Description Job Title: Attorney – Trust & Estate Location: Atlanta, GA 30339 Salary... ...Independent Consultant and lead a high-performing planning team. This role offers the perfect... ...expertise. Our client base includes high-net-worth and ultra-high-net-worth individuals...High net worthContract workFor contractors- ...Job Description Job Description Tax Attorney – Estate & Succession Planning (High-Net-Worth) Location: Atlanta, GA (Onsite) Presented by New Gig... ...planning techniques, including: Grantor Retained Annuity Trusts (GRATs) Intentionally Defective Grantor Trusts (...High net worthFlexible hours
$115k - $135k
A prestigious legal firm in Atlanta is seeking an experienced Trust & Estate Planning Attorney. The ideal candidate will have at least 5 years of experience, significant knowledge in estate planning and probate administration, and a Juris Doctorate. Responsibilities include...Senior- Advanced Planning Attorney + Manager - Employee (Trusts + Estates) - Hybrid The Opportunity A well-established Atlanta-based law firm is seeking an experienced... ...planning team. Our client base includes high-net-worth and ultra-high-net-worth individuals, families, and...High net worthFlexible hours
- ...confidential professional services firm is seeking a Senior Tax Associate to join their high-net-worth tax team. The ideal candidate will have at least 3... ...eligibility. Responsibilities include preparing trust and estate tax returns, conducting tax research, and...SeniorHigh net worthFull timeWork at office
$70k - $100k
...Senior Tax Associate The Atlanta office is looking for a Tax... ...management firm that serves ultra-high net worth families, single family... ...advice. We provide tax planning and compliance, insurance and... ...management, wealth and estate planning, trust services, and philanthropy...SeniorHigh net worthWork experience placementInternshipWork at officeFlexible hours$70k - $90k
...Senior Associate, Tax Job Category: Professional... ...management firm serving ultra-high net worth families, single... ...as well as integrated planning and coordination... ...guidance, wealth and estate planning support, philanthropic... ...review of individual, trust, partnership, and...SeniorHigh net worthFull timeInternshipWork at officeFlexible hours- A leading financial advisory firm in Atlanta is seeking a Senior Wealth Planner to provide tailored financial advice to high-net-worth clients. Responsibilities include creating comprehensive financial plans and maintaining client relationships. Ideal candidates will possess...SeniorHigh net worth
- A leading financial services firm in Atlanta is seeking a Wealth Strategist to advise high-net-worth clients on complex financial matters including tax and estate planning. The ideal candidate will have over 9 years of client-facing experience and a strong background in...SeniorHigh net worth
- Trust & Estate Associate - Atlanta, GA Description Fox Rothschild is... ...support our Taxation and Wealth Planning Department. This role is... ...practitioner who advises high-net-worth individuals on complex wealth... ...ancillary instruments. Counsel trustees and executors on the...High net worthFull timeFor contractorsWork at office
$115k - $135k
...about us We are seeking an experienced and dynamic Permanent Trust & Estate Planning Attorney to join our prestigious legal team. The successful... ...requires an attorney who is comfortable dealing with complex and high-value estates and is well-versed in the creation and...Permanent employment- STRATEGIC RECRUITMENT SOLUTIONS L.L.C. is seeking an Advanced Planning Attorney and Manager in Atlanta. This role offers a unique blend of autonomy and collaboration, focused on trusts and estates. Ideal candidates will have a minimum of 5 years of experience, complemented...SeniorFlexible hours
- ...practice. The firm is highly regarded for its... ...reputation in trusts & estates, private wealth... ...management, estate planning, business... ...estate planning, high-net-worth planning, or related... ...shareholders, or senior attorneys looking... ...estates matters Counsel clients on...High net worthPrivate practiceWork at officeFlexible hours
- ...years of wealth management and financial planning expertise, coupled with a strong grasp... ...will excel in building relationships with high-net-worth clients and demonstrate exceptional... ...professional growth within a culture that values trust, teamwork, and accountability. #J-18808-...SeniorHigh net worth
- ...Tax Senior Associate - Asset Management & Fund Services Bennett... ...services to businesses and high net worth individuals. Consistently... ...quarterly estimates, and tax planning strategies for fund clients... ...with clients, serving as a trusted advisor on fund-related tax...SeniorHigh net worthLocal area
- Senior Tax Manager - High Net Worth - Atlanta, GA Who: A highly experienced tax professional with specialized fiduciary, trust, and estate expertise and 8+ years handling complex high-net-worth tax matters... ...advanced high-net-worth tax planning while delivering exceptional...SeniorHigh net worthFull timeWork at officeImmediate start
- Tax Senior Manager - High Net Worth - Remote Who: A highly experienced tax professional with at least... ...referrals, prepares and reviews complex trust, estate, and gift tax filings, manages... ...returns, plus high‑net‑worth 1040 planning affecting estate and gift taxation....SeniorHigh net worthFull timeWork at officeImmediate startRemote work
$95k - $110k
Senior Tax Accountant / Tax Supervisor - Atlanta, GA Who A highly skilled tax professional with 4-8... ...demand and succession planning are creating the... ...and provide trusted advisory support... ...owners and high‑net‑worth individuals. This... ...across succession, estate, and retirement planning...SeniorHigh net worthWork at officeImmediate start- Tax Senior - High Net Worth - Remote Who: An experienced tax professional with 5+ years of ultra... ...Provide final technical review of 1041 trust and estate income tax returns. Research... ...strategic recommendations. Oversee planning, organizing, and coordinating client...SeniorHigh net worthFull timeWork at officeImmediate startRemote work
- ...management, personal tax, or financial planning.* Investment knowledge: Possess comprehensive... ...to address the needs of sophisticated high-net-worth clients.* Financially savvy: Demonstrate... ...self to work and you live our values - trust, teamwork, and accountability* A proven...SeniorHigh net worth
- ...Tax Associate or Tax Senior Associate with 1-3 years... ...tax research, tax planning, and preparation of supporting... ...base consisting of high-net-worth individuals and... ...& distribution, real estate, and service and technology... ...and review individual, trust, partnership, and...SeniorHigh net worthWork at officeFlexible hours
- ...Experienced Tax Associate/Tax Senior A tax professional with 13... ...tax research, support tax planning initiatives, and begin mentoring... ...client base including high-net-worth individuals and businesses across... ...Prepare and review individual, trust, partnership, and corporate tax...SeniorHigh net worthFull timeWork at officeImmediate startFlexible hours
$110k - $190k
...seeking an experienced professional for an estate planning role in Atlanta, GA. Candidates must hold... ...have a minimum of 5 years of experience with trusts and estates. This position involves working closely with ultra-high net worth clients and collaboration with attorneys...High net worth- ...strategic advice to ultra- and high-net-worth individuals and families,... ...team is seeking an experienced Senior Administrative Assistant to provide... ...meeting coordination, travel planning, and expense reporting via... ...Financial LLC, Rockefeller Trust Company, N.A., The...SeniorHigh net worthWork at officeLocal area
- ...Senior Wealth Planner Rockefeller Private Office... ..., tax advisors, estate attorneys, and other... ...personalized wealth planning and family office solutions... ...who advises ultra-high-net-worth (UHNW) clients on... ...portfolio managers, trust services, legal counsel, accountants, and...SeniorHigh net worthWork at officeLocal area
- ...strategic advice to ultra- and high-net-worth individuals and... ...31, 2025. Position A Senior Wealth Planner is a dedicated tax and estate professional who is focused... ...with ongoing financial planning needs, as well as... ...Financial LLC, Rockefeller Trust Company, N.A., The...SeniorHigh net worthWork at officeLocal area
$110k - $190k
PowerToFly is looking for an Estate Planning Strategist, Vice President... ...involves collaborating with senior strategists and financial advisors... ...estate and tax planning to high-net-worth clients. The ideal candidate... ...5 years of experience in trusts and estates. The expected...High net worth- ...seeking an experienced and planning-oriented Tax Planning Advisor... ...advisor who enjoys helping high-net-worth individuals, families, business... ...Serve as a trusted advisor and primary planning... ...retirement planning, tax strategy, estate considerations, charitable planning...SeniorHigh net worthWork at office
- ## Senior Banking AdvisorApplylocations: Atlanta, GAtime type: Full... ...id: R152568**About Northern Trust:**Northern Trust, a Fortune 5... ...deposit relationships for high-net-worth individuals, family offices ,... ...business development and strategic planning responsibilities.* Mentors...SeniorHigh net worthFlexible hours
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