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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Aug 26, 26

Full-time 2 views Experience : Min 1 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning Insurance Paternity Software

educate potential clients on estate and financial planning options -... Design and review individualized estate plans to ensure alignment... with client goals - Lead document signing appointments, explain plans clearly, and address client questions - Collaborate with attorneys, advisors, and staff to...

Real Estate - Finance Attorney / Real Estate - Development/ Dirt law Attorney / Real Estate- Commercial Transactions Attorney / Real Estate - Leasing Attorney / Real Estate - General Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Jul 27, 26

Full-time 2 views Experience : 3-5 yrs required

Practice Area:

Real Estate - Finance Real Estate - Development/ Dirt law Real Estate- Commercial Transactions Real Estate - Leasing Real Estate - General

Job Tags:

acquisitions agreements asset management commercial real estate construction equity Joint Ventures leasing lending mortgage loans

Job Title: Real Estate Attorney Job Responsibilities: The Real Estate... Attorney will be a... of the company's Real Estate Investment Team and will... the company's substantial real estate investment portfolio, which exceeds... mortgage loan and real estate equity portfolio, with most... legal...

Legal Staff Paralegal in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Jul 07, 26

Full-time 2 views Experience : 2-3 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

fiduciary marketing Securities wealth management

Title: Trust Strategist and Legal Assistant Job Responsibilities: - Support a team of trust strategists with a variety of administrative functions, including scheduling meetings, managing CRM entries, and general support. - Assist with pre-acceptance and onboarding of new trust company clients,...

Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Jul 16, 26

Full-time Experience : Min 4 yrs required

Job Tags:

family finance H-1B Profit Sharing regulatory compliance

Services Tax - Real Estate Manager The candidate will... act as a strategic consultant, helping organizations manage their tax obligations while navigating the complexities of the global tax environment. Help the Financial Services clients navigate the frequently changing tax landscape,...

Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Aug 13, 26

Full-time Experience : Min 6 yrs required

Job Tags:

Ethics family finance H-1B Profit Sharing RICO wealth management

Services Tax - Real Estate Senior Manager Duties: The... candidate will play a pivotal role in guiding clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advise on local and international tax...

Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Aug 13, 26

Full-time 1 views Experience : Min 8 yrs required

Job Tags:

Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

Services Tax - Real Estate Director Duties: The candidate... will be playing a pivotal role in guiding clients through the intricate landscape of tax obligations, both locally and internationally. Within the Tax practice, will be providing strategic consulting on business...

Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Aug 25, 26

Full-time 1 views Experience : Min 6 yrs required

Job Tags:

Ethics family finance H-1B Profit Sharing wealth management

Services Tax - Real Estate Senior Manager The candidate... will guide clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business...

Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Aug 26, 26

Full-time Experience : Min 4 yrs required

Job Tags:

family finance H-1B Profit Sharing regulatory compliance

Services Tax - Real Estate Manager The candidate will... accounts, focusing on strategic planning and mentoring junior staff.... Help the Financial Services clients navigate the frequently changing tax landscape, providing insights and recommendations that drive positive outcomes. Advise clients on...

Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Sep 02, 26

Full-time Experience : Min 8 yrs required

Job Tags:

Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

Services Tax - Real Estate Director Duties: The candidate... will be responsible for advising clients on local and international tax affairs to optimize business impact. Managing tax compliance and structuring for financial services clients in asset and wealth management. Analyzing...

Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Sep 09, 26

Full-time 1 views Experience : 5-9 yrs required

Job Tags:

banking criminal Estate and Trust family Financial Institutions health insurance Insurance investment management Water

for providing specialized wealth planning for High Net Worth... Net Worth (UHNW) clients to help them meet their long-term financial goals. This role involves collaboration with other planning professionals and Relationship Managers,... such as Private Bankers, Investment Counsellors, and I...

Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Jul 08, 26

Full-time 2 views Experience : 10-12 yrs required

Job Tags:

Bank Secrecy Act banking Estate Planning Ethics fiduciary finance Insurance investment management Partnership pension plans stage Taxation

Title: Senior Director of Fiduciary Administration Job Responsibilities: - Develop fiduciary policies, procedures, administration standards, and governance frameworks to ensure consistent execution and strong oversight. - Lead fiduciary officers and trust administration professionals by providing direction, coaching, performance oversight, and workflow guidance. - Drive...

Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Aug 20, 26

Full-time 1 views

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

experience, and a range of skills to deliver tax compliance and consulting services to high net-worth clients. This role involves managing tax and consulting engagements, identifying client needs, and exploring tax planning and consulting opportunities. The... Tax Manager directly...

Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Aug 23, 26

Full-time 2 views Experience : Min 10 yrs required

Job Tags:

Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary FINRA Insurance OFAC pension stage wealth management wealth transfer

Wealth Strategist Job Responsibilities The PWM Wealth Strategist is tasked with collaborating with Private Wealth Advisors to cultivate and establish new client relationships, typically with individuals whose net worth exceeds $10 million, within the Private Wealth Management sector. The strategist plays a...

Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Sep 07, 26

Full-time 31 views Experience : Min 6 yrs required

Job Tags:

banking equity hedge funds Insurance investment management private equity wealth management

Overview . Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. The Firm and its Foundation give approximately US$200 million annually to nonprofit organizations...

Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Sep 07, 26

Full-time 20 views

Job Tags:

ADA Americans with Disabilities Act criminal equity estates Insurance LLC Partnership partnerships trusts Visa

Tax consulting and preparation of tax returns, which encompasses tax research, tax planning, and preparing digital work... papers for various tax returns and related projects. - Working with a diverse range of entities, such as corporations, partnerships, estates, trusts, and non-profits....

Attorney in Milwaukee, WI (Remote)

In-House • **Members Only** Milwaukee, WI

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Posted On Sep 01, 26

Full-time 6 views Experience : Min 8 yrs required

Job Tags:

equity Equity Compensation estates family Software Taxation trusts

(Form 1040), including sophisticated multi-state filings, pass-through considerations, investment activity, and related entity structures. - Oversee trust and estate-related filings (Form 1041) and... advise on matters impacting wealth planning, succession, and family tax... strategy. - Develop and implement advanced tax planning st...

Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Aug 17, 26

Full-time 2 views

Job Tags:

Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts

working relationships with clients by understanding their needs and challenges. - Complete tax planning and research. - Prepare... federal and state & local tax returns. - Develop a general understanding of reporting requirements for different entity structures and the compl...

Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Aug 17, 26

Full-time 5 views

Job Tags:

Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts

Developing strong working relationships with clients by understanding their needs and challenges. - Completing tax planning and research. - Preparing... federal and state & local tax returns. - Developing a general understanding of reporting requirements for different entity structures a...

Attorney in Milwaukee, WI (Remote)

In-House • **Members Only** Milwaukee, WI

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Posted On Sep 10, 26

Full-time 1 views Experience : Min 2 yrs required

Job Tags:

asset management company policies criminal Energy family Insurance private equity Taxation

funds, private equity, real estate) with state and local... issues including compliance, advising, planning, and controversies. Participate in... multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and...

Attorney in Milwaukee, WI

In-House • **Members Only** Milwaukee, WI

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Posted On Aug 20, 26

Full-time 1 views Experience : Min 2 yrs required

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

- Collaborate with clients and their advisors to gather necessary information for tax return preparation. - Prepare complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both Federal and State jurisdictions, demonstrating the ability to follow instructions...

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