Senior Trusts & Estates Attorney for Wealth Planning
BCG Attorney Search
BCG Attorney Search is seeking a Trust and Estates Attorney in Cincinnati, Ohio to support clients with estate planning, wealth management, and family matters. The role involves drafting and administering trusts and advising on tax-efficient wealth transfers. Ideal candidates have 5+ years of experience in trust and estates, strong research and writing skills, and admission to the bar. JD degree required; competitive benefits offered. #J-18808-Ljbffr BCG Attorney Search
- ...Estate Planning Attorney We are seeking a thoughtful and detail-oriented Estate Planning Attorney... ...planning strategies, including wills, trusts, powers of attorney, and advance directives... ...matters. Assist with wealth transfer, tax planning, and business succession...SuggestedWork at office
- ...Porter Wright has an opportunity for a Trust & Estates Attorney in the Cincinnati, Ohio office to support clients in estate planning, wealth management, and family management matters. This role includes drafting and administering trusts, advising on tax-efficient wealth...SuggestedWork at office
- Job Overview A law firm seeks an Associate Attorney with 2-3 years of experience in estate planning to join the Trusts & Estates Practice Group in Cincinnati, Ohio. The successful candidate will work with families, individuals, and corporate clients on estate administration...SuggestedTemporary work
- BCG Attorney Search is seeking an Associate Attorney with 2-3 years of experience in estate planning to join their Trusts & Estates Practice Group in Cincinnati, Ohio. The successful candidate will work with families, individuals, and corporate clients on estate administration...Suggested
$180k - $195k
...office of FBT Gibbons LLP is seeking an Estate & Tax Planning Associate. FBT Gibbons LLP is a... ...Gibbons, bringing together more than 800 attorneys across 26 offices. Our attorneys offer... ...experience in estate and tax planning, trust administration, and business succession...SuggestedTemporary workWork at office- ...Job Overview A law firm seeks an Estate and Tax Planning Associate Attorney in Cincinnati, Ohio. The successful candidate will join a dynamic team, providing... .... Duties Advise clients on estate and tax planning, trust administration, and business succession planning....Work at office
- ...FBT Gibbons LLP in Cincinnati, OH, seeks an Estate & Tax Planning Associate to advise high- and ultra-high-net-worth clients on gift and estate tax matters, trust administration, and business succession planning. The role offers a hybrid work environment with three days...Work at office
- Associate Attorney - Estate Planning & TaxPosition OverviewWe are seeking an Associate Attorney with strong experience in estate planning and tax... ...and fiduciary tax planning strategies; draft and implement trusts, wills, powers of attorney, and advance directives; and support...Private practice
- Confidential Employer in Cincinnati, OH seeks an attorney with 2+ years in estate planning or tax law. An active Ohio bar license and a JD from an ABA-approved... ...families on comprehensive strategies, draft wills and trusts, oversee probate matters, and counsel on related taxes....
- Confidential Employer in Cincinnati, Ohio is seeking an experienced attorney to join our established estate planning and tax practice. You will advise individuals and families, draft wills and trusts, and handle probate matters from planning through resolution. The ideal...
$110k - $135k
...Work directly with experienced attorneys and gain meaningful exposure to sophisticated estate planning and tax matters. Build and deepen... ...comprehensive estate planning strategies and wealth transfer matters. Draft and review wills, trusts, powers of attorney, and other...Remote workMonday to Friday$74.93k - $153k
...individual clients and their trusts, estates, family offices, investment... ...Deloitte’s growing Private Wealth practice! Recruiting for this... ...27. What You’ll Do As a Tax Senior in our Private Wealth Tax practice... ...projects related to tax planning opportunities and the tax...SeniorPrivate practiceWork at officeLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...Financial Services Tax - Real Estate Senior Manager, you will play a pivotal... ...implementing strategic tax planning initiatives to address client... ...and stakeholders to foster trust and collaboration- Coaching and...SeniorFull timeH1bLocal area$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...and guidance to clients on tax planning, compliance, and strategy.... ...creative tax solutions. As a Senior Associate you will analyze complex... ...to establish a secure and trusted workplace for all.Applications...SeniorFull timeH1b- ...of the Family Office Services Team, the Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing... ...estate and tax planning and/or fiduciary and trust planning and administration. Must...SeniorWork at office
- Mellott & Mellott is seeking an experienced Senior Tax Manager to lead tax compliance, planning, and advisory services for a sophisticated client base of high‑net‑worth individuals, families, trusts, and closely held businesses. The role requires strong technical expertise...Senior
- ...firm in the Greater Cincinnati area is seeking an Associate Attorney to join our team of six attorneys. We provide high-quality legal... ..., including: Family Law Criminal Defense & Traffic Matters Estate Planning & Probate Debtor Bankruptcy Personal Injury Small Business Representation...Work at office
- BCG Attorney Search invites applications for an Estate Planning and Tax Associate Attorney in Cincinnati, OH to join a collaborative, client-centered practice that values growth and professional development. The ideal candidate will have 3-5 years of experience in estate...
- Robbins, Kelly, Patterson & Tucker in Cincinnati, Ohio, is seeking an experienced Attorney for its estate planning department. Candidates should possess a Juris Doctor and be licensed to practice law in Ohio. The role involves personal planning, client interaction, and...
- ...that specializes in retirement planning, investment advising, and 401... ...2024. SUMMARY: The Senior Wealth Planner is a critical member... ...requires deep experience in estate planning, advanced tax strategies... ...and ownership structures, trust-owned assets, charitable vehicles...SeniorFull timeContract workTemporary workPart timeWork experience placementInternshipWork at officeFlexible hours
- Huntington Bank is seeking a Wealth Planner to deliver planning for clients with $1-$10M in net worth. You will conduct in-depth discovery conversations and partner with wealth advisors to design and implement comprehensive wealth strategies. You will lead engagements,...Senior
$180k - $195k
...office of FBT Gibbons LLP is seeking an Estate & Tax Planning Associate. FBT Gibbons LLP is a... ...Gibbons, bringing together more than 800 attorneys across 26 offices. Our attorneys offer... ...experience in estate and tax planning, trust administration, and business succession...Temporary workWork at office- BCG Attorney Search is seeking an Estate and Tax Planning Associate Attorney in Cincinnati, Ohio. The attorney will advise on estate and tax planning, trust administration, and business succession planning for high-net-worth clients. The position requires 3-5 years of...
- Overview A law firm seeks an Estate Planning and Tax Associate Attorney in Cincinnati, OH. This role offers the chance to collaborate with seasoned professionals... ...setting. Responsibilities Prepare and review wills, trusts, powers of attorney, and other estate documents. Handle...Flexible hours
- A leading wealth management firm is seeking a skilled individual for a mid-senior level position in Cincinnati, OH. The role involves assisting Wealth Advisors in preparing financial plans, conducting client meetings, and gathering relevant data. Candidates must hold a...SeniorWork at office
- ...Senior Wealth Planner The Senior Wealth Planner is a critical member of Allworth's Wealth Planning Team, responsible for delivering customized, technically... ...deep experience in estate planning, advanced tax strategies... ...ownership structures, trust-owned assets, charitable...SeniorFull timeContract workPart timeInternshipWork at officeFlexible hours
- Career Opportunity: Attorney with Robbins, Kelly, Patterson & Tucker in Cincinnati, Ohio A well‑established, growing, mid‑sized Cincinnati‑based firm is seeking an attorney for its estate planning department. Qualified candidates should have experience in personal planning...Immediate start
$65k - $75k
...believe meaningful financial planning begins with strong, lasting relationships... ...through comprehensive wealth management, investment management, retirement planning, estate planning, and ongoing guidance... ..., accountability, and trust. Our clients know us personally...Work experience placementWork at officeRemote workHome officeMonday to Friday- ...We are seeking a dynamic and experienced Senior Manager to join our Housing and Community... ...Collaborate with colleagues on strategic planning to assist in growing the practice.Qualifications... ...’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper...SeniorFull timeRemote workFlexible hours
$156k - $200k
...Tax Senior Manager, Private Client Services The Tax Senior... ...to personal income, estate and gift tax and wealth retention strategies, as well... ...developments Identifies tax planning and consulting... ...Certifications: CPA or Licensed Attorney, required CFP or...SeniorWork at office
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