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
$225k - $340k
Chicago | Hybrid Trusts & Estates Associate Attorney AmLaw 100 Opportunity... ...interested in working with high-net-worth individuals, families,... ...fiduciaries on sophisticated estate planning, wealth transfer, trust... ..., analytical, and client counseling skills Excellent academic...High net worthWork at office$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 - $90k
...Senior Associate, Tax Atlanta, GA; Bellevue, WA... ...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 worthInternshipWork 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
- 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
- Advisor Group seeks a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. Candidates will need deep knowledge of financial planning concepts, especially in Estate Planning, Business Planning, and Tax Planning. This full-time role requires...SeniorHigh net worthFull timeWork 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
$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$150k
...Tax Attorney – Estate & Succession Planning (High-Net-Worth) Location: Atlanta, GA (Onsite) Presented by New Gig Solutions Position Overview New... ...techniques, including: Grantor Retained Annuity Trusts (GRATs) Intentionally Defective Grantor Trusts (IDGTs...High net worthFlexible hours$150k
...Description Tax Attorney – Estate & Business Succession Planning Atlanta, GA | Up to $1... ...is partnering with a highly respected and growing law... ...planning matters for high-net-worth individuals, business owners... ...offices, and other trusted advisors Stay current...High net worthFor contractorsFlexible hours$150k
...Tax Attorney – Estate & Succession Planning Atlanta, GA | Up to $150,000 Base Salary... ...into a more sophisticated, high-impact practice? New Gig... ...planning for high-net-worth individuals and closely held... ...IDGTs and sales to grantor trusts SLATs Dynasty trusts...High net worthRelocationRelocation packageFlexible hours- 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
- 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
- ...Job Description Senior Tax Associate Location: Hybrid Schedule Type... ...wealth, tax, and financial planning services to ultra-high-net-worth families, family offices, and mission... ...preparation and review of individual, trust, partnership, and multi-state returns...SeniorHigh net worthWork at office
- ...services to businesses and high net worth individuals. Consistently named... .... BT is seeking a Tax Senior Associate with a strong background... ...estimates, and tax planning strategies for fund clients... ...with clients, serving as a trusted advisor on fund-related tax...SeniorHigh net worthLocal area
$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
$81.4k - $122k
...Finance Team is seeking a highly motivated, detail-oriented Senior Accountant to join our Individual & Trust Accounting team - an... ...administration of high-net-worth individuals, a multi-generational... ...portfolios, trust and estate structures, tax planning, philanthropic vehicles,...SeniorHigh net worthWork at office$125k - $175k
...Tax Manager / Senior Tax Manager – Boutique CPA Firm... ...position will manage a high-value book of tax clients... ...Leadership succession planning and continued client growth... ...offices and high-net-worth individuals. ● Key... ...relationships across individual, trust, and business entities...SeniorHigh net worthTemporary workSummer workWork at officeLocal areaImmediate startRemote workFlexible hours3 days per week$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- Experienced Tax Associate/Tax Senior - Atlanta, GA Who: A tax... ...conduct tax research, support tax planning initiatives, and begin... ...sophisticated client base including high-net-worth individuals and businesses... ...and review individual, trust, partnership, and corporate tax...SeniorHigh net worthFull timeWork at officeImmediate startFlexible hours
- ...Tax Associate Or Tax Senior Associate Are you looking... ...tax research, tax planning, and preparation of... ...client base consisting of high-net-worth individuals and... ...& distribution, real estate, and service and technology... ...and review individual, trust, partnership, and corporate...SeniorHigh net worthWork at officeFlexible hours
- ...office is looking for a Tax Senior to serve and anticipate all of... ...candidate will have experience with high‑net‑worth clients. Responsibilities... ...detail review of individual, trust, partnership, and multistate... ...effective tax and financial planning. Using all available...SeniorHigh net worthWork experience placementInternshipWork at officeFlexible hours
- ## Senior Wealth AdvisorApplylocations: Atlanta,... ...6373**About Northern Trust:**Northern Trust, a Fortune... ...relationships for high and ultra‐high net worth clients who require... ...‐disciplinary wealth planning. This role is responsible... ...planning, taxation, estate planning solutions,...SeniorHigh net worthFlexible hours
- ...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
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