Senior Wealth Planning Attorney for High-Net-Worth
Northwestern Mutual
Northwestern Mutual is seeking a Senior Director to guide sophisticated estate and business planning for high-net-worth clients, with strong consulting and executive presence. You will evaluate documents, lead client presentations, and coordinate with advisors to deliver actionable guidance. You will collaborate with attorneys, CPAs, and financial advisors, mentor others, and leverage planning software and PowerPoint to educate and enable decision-making. Franklin, WI location. #J-18808-Ljbffr Northwestern Mutual
$176k
...comprehensive estate and business plans, thought leadership,... ...consultation for high-net-worth and ultra-high-net-... ...planning needs. The Senior Director will provide... ...professional judgment, this attorney will help advisors and... ..., CFPs, CPAs) and top wealth management advisors to...High net worthFlexible hours$91.8k - $171k
...Wealth Planning Specialist Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives... ...and serves as a specialist resource to senior leaders and stakeholders. Applies expertise...SeniorHigh net worthPart timeLocal areaShift work$150k - $185k
...Milwaukee is seeking an experienced Estate Planning & Business Attorney to join its sophisticated Trusts &... ...experience who enjoys working with high-net-worth individuals, families, business... ...background in sophisticated estate planning, wealth transfer strategies, business...High net worth- ...Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R)... ...central hub for Aspiriant’s wealth planning innovation and... ...we deliver a consistent, high-quality, intimate client experience... ...firm serving high net worth and ultra-high net worth clients...SeniorHigh net worthWork at office
$110k - $210k
...for exceptional client service and sophisticated tax planning? As a Senior Manager on our High Net Worth Tax team, you’ll provide personalized, high-touch... ...filings (Form 1041) and advise on matters impacting wealth planning, succession, and family tax strategy. Develop...SeniorHigh net worthFull timeContract workWork at office- 2027 Asset & Wealth Management U.S. Private Bank MBA... ...management, including planning, investing, borrowing,... ...training classes, our senior speaker series, market... .... We're looking for highly motivated individuals who... ...identifying and managing high net worth and ultra-high net...High net worthWork experience placementSummer workInternship
- ...Amundsen Davis LLC seeks a trusts and estates attorney to work in the firm's Milwaukee or Brookfield, WI office... ...of experience customizing sophisticated estate plans for clients; emphasis on planning for high-net-worth individuals and experience with fiduciary income tax...High net worthWork at office
$90k - $120k
Trusts & Estates Attorney - Milwaukee, WI A boutique law firm in downtown Milwaukee... ...At least 2 years of estate planning experience (complex, high-net-worth estate plans) Licensed to practice... ...Additional Information Seniority level: Associate Employment type:...High net worthFull time- ...Senior Tax Accountant We are located near the Greenfield, WI area and we... ...Position Overview We are seeking a highly skilled Senior Tax Accountant to join... ...experience in tax preparation and planning, particularly for high-net-worth individuals and various entities. The...SeniorHigh net worthWork at office
- ...within our firm. Offering a high touch approach, we have extensive... ...experience serving high net-worth individuals, their families,... ..., and life insurance planning.A Tax Senior Manager, Private Client Services... ...Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U...SeniorHigh net worthPrivate practiceWork at office
- ...within our firm. Offering a high touch approach, we have... ...extensive experience serving high net-worth individuals, their... ...retirement, and life insurance planning.A Tax Experienced Senior, Private Client Services (... ...:CPA certification, Attorney (admitted to practice in a...SeniorHigh net worthPrivate practiceWork at office
$80k - $110k
...seeking a Tax Associate or Tax Senior to join their tax team. This... .... About the Firm (High-Level) ~~40 employees ~80+... ...mentorship ~ Strong succession planning with continued opportunities... ...mix of clients including high-net-worth individuals, multi-entity business...SeniorHigh net worthWork at office$146k - $200k
...within our firm. Offering a high touch approach, we have... ...extensive experience serving high net-worth individuals, their families... ..., and life insurance planning. A Tax Senior Manager, Private Client Services... ...Agent (\"EA\") credential, Attorney (admitted to practice in a...SeniorHigh net worthPrivate practiceWork at office$96k - $125k
...Tax Experienced Senior, Private Client Services Private... ...our firm. Offering a high touch approach, we have... ...experience serving high net-worth individuals, their... ...retirement, and life insurance planning. A Tax Experienced... ...Certifications: CPA certification, Attorney (admitted to practice...SeniorHigh net worthPrivate practiceWork at office- ...PWM Wealth Strategist At U.S. Bank, we're on a journey to do... ...relationships generally above $10MM net worth into Private Wealth... ...meet all of client's wealth planning, estate planning and wealth transfer... ...planning experience with high/ultra-high net worth clients...High net worthTemporary workWork experience placementLocal area
$74.93k - $153k
...with Deloitte’s growing Private Wealth practice! Recruiting for this... ...2027. What You’ll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of... ...consulting projects related to tax planning opportunities and the tax...SeniorPrivate practiceWork at officeLocal area$124k - $335k
Industry/SectorAsset and Wealth... ...- Renewable Energy Tax Senior Manager, you will play... ...judgment, and developing high-performing, diverse, and... ...development of innovative tax planning solutions and methodologies... ...-Florham Park; TX-Fort Worth; PA-Philadelphia; AZ-Phoenix...SeniorFull timeH1bLocal area$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...guidance to clients on tax planning, compliance, and strategy.... ...creative tax solutions. As a Senior Associate you will analyze... ...; OK-Oklahoma City; TX-Fort Worth; PA-Philadelphia; AZ-Phoenix;...SeniorFull timeH1b- ...seeking an experienced litigation attorney to join its dynamic and... ...Experience Ability to manage a high project load and... ...health, disability, and retirement plans Long-term advancement and... ...law firm and grow into a more senior position. If you are interested...SeniorContract workWeekend workAfternoon shift
$100k - $135k
...largest independently owned fee-based wealth management firms in the Midwest. They provide... ...services to corporate executives and high net worth individuals. Investment News recently... ...might be looking to join a fee-only planning firm with an established reputation and...High net worthFull timeTemporary workWork at office$124k - $335k
...as audit, tax compliance, and planning to help improve their... ...entities, entrepreneurs, and high net worth individuals. You’ll be assisting... ...team focus on key issues like wealth management, compliance, cash... ..., now and in the future.As a Senior Manager, you'll work as part...SeniorHigh net worthFull timeH1b$77k - $214k
...as audit, tax compliance, and planning to help improve their... ...entities, entrepreneurs, and high net worth individuals. You’ll be assisting... ...team focus on key issues like wealth management, compliance, cash... ..., now and in the future.As a Senior Associate, you'll work as part...SeniorHigh net worthFull timeH1b- ...engagements across corporate, partnership, and high-net-worth individual tax work Serve as the... ...remote environment Oversee tax planning, compliance, and review processes while... ...support Supervise and mentor tax staff, seniors, and managers across multiple...SeniorHigh net worthRemote job
$120k - $150k
...Description Job Description Senior Tax Advisor – Fully Remote $1... ...work, this opportunity is worth a conversation. We're partnering... ...to focus on tax strategy, planning, and client relationships .... ...to business owners and high-net-worth clients, helping them make...SeniorHigh net worthRemote work$225k - $310k
...seeking a Trust & Estate Planning Associate with 1–4... ...opportunity for an attorney looking to build a long... ...sophisticated matters for high-net-worth individuals, families,... ...succession and wealth transfer planning .... ...Working closely with senior attorneys and clients...High net worth$85k - $155k
...client service and sophisticated tax planning? As a Manager on our High Net Worth Tax team, you’ll deliver... ...) as they relate to individual and wealth planning needs. Identify and implement... ...Development Review work prepared by senior and staff-level professionals, providing...High net worthFull timeContract work$106.5k - $195.1k
...in common is they are high growth private companies... ...technically demanding tax planning and compliance projects... ...to progress to senior manager. As a Manager... ...and owners of private wealth. You'll advise on matters... ...management, including High Net Worth Individuals' personal...High net worthImmediate startFlexible hours$99k - $266k
...advisory needs such as audit, tax compliance, and planning to help improve their operational... ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management...High net worthFull timeContract workH1b$130.9k - $196.4k
...you will be too.The Practice Innovation Attorney (Corporate) will serve as a strategic partner... ...IT, and other business teams to identify high-value opportunities to improve legal... ...Support, and Knowledge teams to enhance matter planning and delivery.Legal Technology, AI, and...Contract work- ...A law firm in Milwaukee is seeking an experienced litigation attorney with at least 6 years in tort and commercial litigation. Responsibilities include coordinating discovery, presenting oral arguments, conducting legal research, and drafting briefs. Ideal candidates...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planning Attorney for High-Net-Worth. Be the first to apply!
- senior Franklin, WI
- senior living Franklin, WI
- senior manager legal Franklin, WI
- senior implementation project manager Franklin, WI
- senior resident engineer Franklin, WI
- senior manager diversity & inclusion Franklin, WI
- srs Franklin, WI
- senior application administrator Franklin, WI
- senior leadership Franklin, WI
- senior operations technician Franklin, WI


