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United States
Full-time 1 views Experience : 4-6 yrs required

Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... Manager in the Private Tax sector, the primary responsibilities... delivering personal and private tax advice and compliance support... to business owners, business-owning families, and owners of...

Full-time 1 views Experience : Min 4 yrs required

Associate Counsel - Advanced Planning Job Responsibilities: The Associate Counsel in... the Advanced Planning team will engage in... and growth in sophisticated planning strategies. Key responsibilities include: -... and verbal consultation on complex life insurance opportunities involving wealth transfer, estate planning, business succession,...

Full-time Experience : Min 7 yrs required

wealth strategies, integrating legal, tax, and investment considerations into... a comprehensive system. - Connect clients with appropriate fulfillment options such as CPAs, wealth advisors, and deal clubs. - Conduct 10-25 client meetings per week, dedicating approximately one hour per day to client...

Full-time Experience : Min 7 yrs required

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain... strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key... stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer ......

Full-time Experience : 3-7 yrs required

Job Title: Legal Advisor - Estate Planning and Asset Protection Job... to clients, focusing on estate planning, asset protection, and... business planning. This role involves consulting... with clients, drafting legal documents, and ensuring compliance with relevant laws and regulations. Job Responsibilities: Client Consultation and...

Full-time Experience : 3-7 yrs required

to clients, focusing on estate planning, asset protection, and... business planning. This role involves consulting... relevant laws and regulations. Job Responsibilities: Client Consultation and Advisory: - Perform consultations providing information to clients regarding legal business issues. - Consult with clients on estate pl...

Full-time

Job Title Attorney - Estate Planning Job Responsibilities - Receive... Legal Directors to provide estate planning services for clients.... with clients to confirm estate planning needs. - Produce... and LLCs. - Draft estate planning documents using personal... methods or company-provided document...

Full-time 1 views Experience : 1-3 yrs required

Job Title: Attorney - Estate Planning and Probate Job Responsibilities: -... a primary focus on estate planning and probate matters. -... Draft legal documents including wills, powers of attorney, healthcare surrogate designations, and handle summary administration in probate matters. - Participate in client intake,...

Posted On Sep 08, 26
Full-time Experience : Min 3 yrs required

on, and implement tax, estate, and financial plans for... clients. - Collaborate with senior planning resources on complex matters... and specific subject areas. - Partner in acquiring new clients and work research to develop tax, estate, and financial analyses and......

Full-time Experience : 2-5 yrs required

Consult with clients on estate plans and strategies, offering... - Engage in special projects related to asset protection and business planning. Document Drafting and Review:... - Draft estate planning documents for clients,... ensuring... accuracy and compliance. - Review documents submit...

Full-time Experience : Min 1 yrs required

potential clients on their estate and financial planning options -... clients take action - Design and review personalized estate plans to ensure alignment... with client goals - Guide clients through document signing appointments, ensuring they fully understand their plans - Collaborate with attorneys, advis...

Full-time Experience : Min 1 yrs required

potential clients on their estate and financial planning options. -... help clients take action. - Design and review personalized estate plans to ensure alignment... with client goals. - Guide clients through document signing appointments, ensuring they understand their plans completely. - Collaborate with attorne...

Full-time Experience : 3-5 yrs required

Title: Associate Counsel Job Responsibilities: The Associate Counsel is tasked with advising trust officers and other administrative staff concerning trust administration. This role involves undertaking legal research, drafting documents, performing various legal reviews and analyses, and ensuring compliance with state and federal...

Full-time Experience : Min 2 yrs required

Job Title: Tax Abatement Attorney Job Responsibilities: - Tax... Incentive Strategy & Implementation: ... Develop and execute comprehensive tax abatement strategies for solar,... wind, battery storage, and traditional energy projects. - Navigate Payment in Lieu of Taxes (PILOT) agreements and negotiate favorable terms...

Full-time Experience : 4-6 yrs required

Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... Manager in the Wealth Tax Advisory Practice at company,... role in providing bespoke tax advice and compliance support... the delivery of tailored tax advice and compliance solutions......

Posted On Sep 10, 26
Full-time Experience : Min 6 yrs required

Job Title: Tax Manager or Director -... Construction and Real Estate Job Responsibilities: - Consult with clients... on processes, including succession and tax planning. - Lead, schedule, supervise,... and review tax engagements. - Develop and train... Perform a range of tax procedures based...

Posted On Sep 10, 26
Full-time Experience : Min 12 yrs required

Job Title: Executive Director, Estate Planning Job Responsibilities: Advanced Estate Planning... and delivery of sophisticated estate plans for ultra-high-net-worth individuals... charitable structures, and family governance frameworks. - Partner with advisors to position estate planning as a central... driver of client acquisition and retention...

Posted On Sep 09, 26
Full-time Experience : Min 10 yrs required

Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: - Leads tax and consulting engagements while... teaching team members skills necessary for identifying and addressing client needs, tax planning, and consulting opportunities. -... Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and......

Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required

Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... a Manager in Private Tax, the candidate will be... delivering personalized and private tax advice and compliance support... the delivery of tailored tax advice and compliance solutions......

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