- Stratos Wealth Partners (Salt Lake City, UT)
- …Qualifications & Skills * CFP certification and/or a licensed CPCA or Tax & Estate Planning Attorney (JD, LLM in Taxation preferred). *5+ years of ... ideal candidate will have expertise in financial planning , tax strategies, and estate planning , ensuring our clients receive comprehensive, strategic,… more
- Gpac (Garden City, NY)
- …protect their assets and legacy. Key Responsibilities: - Draft estate planning documents including wills, trusts, powers of attorney , and healthcare ... expertise and care. Position Overview: Seeking an ambitious Associate Attorney with at least 2 years of experience in...- Experience in probate court proceedings - Familiarity with tax implications of estate planning … more
- PrideStaff (New York, NY)
- …Estates Attorney Requirements : New York bar admission required. LLM in Taxation or Estate Planning MUST have experience working in a large law firm 3+ plus ... client in New York, NY is looking for a Tax , Trusts & Estates Attorney for a...years experience in sophisticated estate and closely held business planning , with… more
- MassNAELA (Beverly, MA)
- …401(k) matching Training & development DesRosiers & Tierney, LLC is seeking an Associate Attorney for its Estate Planning , Probate/ Estate Administration ... a boutique law firm concentrated in the areas of estate planning , business succession planning ,...growth, DesRosiers & Tierney, LLC is recruiting an Associate Attorney in either our Duxbury or Beverly office for… more
- Offit Kurman (Los Angeles, CA)
- …draft both basic and sophisticated estate planning documents, incorporating estate and income tax planning strategies, including irrevocable trusts. ... Are you a seasoned trusts and estates attorney with a passion for serving high-net-worth clients?...10+ years in trusts and estates law, specializing in estate planning for high-net-worth clients. Expertise: Proven… more
- Direct Counsel (Thonotosassa, FL)
- …opportunity for an experienced attorney to work on sophisticated succession and tax planning matters for individuals and closely held businesses in a ... collegial and supportive environment. Key Responsibilities: Provide comprehensive estate planning , tax , and business succession strategies for individuals… more
- Perkins Coie LLP (Seattle, WA)
- …Our team of attorneys has significant experience assisting individuals and families with sophisticated estate and tax planning techniques as well as creating ... eight years of relevant transactional experience in trust and estate planning to join our national trusts...and excellent verbal and written communication skills. LL.M. in tax is preferred but not required. To be considered,… more
- EY (New York, NY)
- …A bachelor's degree in Accounting, supported by significant tax or financial planning experience CPA license or a licensed Attorney is required Minimum of ... an impact on some of the most technically demanding tax planning and compliance projects around. You'll...professional tax organization A thorough understanding of estate and wealth planning Experience with federal… more
- BDO USA (Charlotte, NC)
- …engagements and enhance skills allowing you to identify and address client needs, tax planning , and consulting opportunities Works directly with clients and ... Client Services Practice is experienced in all aspects of estate , income, gift, and trust tax consulting...foundations; executive compensation; and cash-flow, retirement, and life insurance planning . A Tax Manager, Private Client Services… more
- Deloitte (Atlanta, GA)
- …Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with ... spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across all industries. In the… more
- Boardroom Appointments (Fort Worth, TX)
- …debt, and real estate investments. Work closely with clients to advise on income tax issues and related tax planning . Work with clients' various internal ... taxation from an accredited college/university. A CPA or licensed attorney is strongly preferred. A minimum of 5 years...Coordinate with external tax advisors in the tax compliance process. Oversee planning and scheduling… more
- We Recruit Well (Cleveland, OH)
- …with attorney instruction. Organize materials/files provided by client and/or former attorney . Estate Planning Tasks: Prepare assigned attorney ... are responsible for revisions to draft estate planning documents as instructed by attorney and...requested. Legal assistants may be asked to assist the attorney in mailing income tax information to… more
- Fawkes IDM (Newark, NJ)
- …Assist in updates to beneficiary designations and the like to coordinate with new estate planning documents Organize paper and electronic estate planning ... Tax Return (Form 709) and its exhibits for attorney review in, Requirements 5+ years of experience in...mathematical skills are a must. Strong working knowledge of estate tax software (ONESOURCE/Fast Tax ),… more
- Robert Half Legal (San Francisco, CA)
- Description Our client is looking for an experienced Estate Planning + Tax Attorney to join their team in San Francisco, California, 94105, United ... States. In this role, you will focus on developing tailored estate plans, providing tax planning expertise, and advising clients on wealth transfer… more
- Robert Half Legal (San Jose, CA)
- Description Our client is looking for a highly organized and detail-oriented Estate Planning + Tax Attorney to join our team in San Jose, California. In ... estate planning , probate, trust administration, and estate and gift tax matters. You will...liabilities. * Exceptional analytical and problem-solving skills in handling estate planning and tax matters.… more
- Robert Half Legal (Chicago, IL)
- Description We are looking for an Attorney with a background in estate planning and tax law to join our dynamic legal team in Chicago, Illinois. This ... develop innovative legal solutions for clients. * Stay updated on changes in estate planning and tax laws to ensure compliance. * Provide personalized advice… more
- Robert Half Legal (Stockton, CA)
- …role involves providing legal advice to individuals and families on a range of estate planning and tax strategies, drafting legal documents, and representing ... Description We are offering an exciting opportunity for an Attorney /Lawyer in the legal industry, based in Stockton, California,...matters in court. Responsibilities: * Provide legal advice on estate planning and tax strategies… more
- Robert Half Legal (Chicago, IL)
- Description We are looking for a dedicated Estate Planning Attorney to join a welcoming legal team in Chicago, Illinois. This role offers an opportunity to ... legal materials. * Represent clients in legal proceedings as needed to address estate planning or tax issues. Requirements * Proven experience in estate… more
- Robert Half Legal (Edmonds, WA)
- …confidential consideration, email your resume to Amy(period)Dillahunty(at)RobertHalf(period)com with subject line " Estate Planning Attorney " Robert Half is ... firm in the Greater Seattle area is seeking an Estate Planning and Probate Lawyer to join...planning , probate, and guardianship matters. * Strategizing on estate and transfer tax implications. * Drafting… more
- Deloitte (Davenport, IA)
- …operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will provide federal tax consulting and compliance ... relevant for public and private companies and range from tax planning to tax compliance,...finance or related field + Solid understanding of real estate tax technical and transaction skills, including… more
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