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Estate & Tax Planning Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Jul 15, 26

Full-time 1 views Experience : Min 3 yrs required

Practice Area:

Estate & Tax Planning

Job Tags:

agreements company policies Estate Planning Insurance Litigation marketing Software wealth management

advisors and financial planners. - Provide advisory services on estate tax planning, wealth and business... succession planning, charitable planning, and trust tax planning. - Communicate with strategic... partners, such as attorneys or law firms, to facilitate the drafting of estate documents. -...

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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Sep 14, 26

Full-time 1 views

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

directors Estate Planning Living Trusts wealth management Wills

Attorney Job Responsibilities: - Collaborate with tax and wealth management teams... to provide estate planning services. - Engage directly with clients, either virtually or in-person, to assess and confirm their estate planning requirements. - Draft a variety of estate planning documents including revocable living...

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Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Sep 28, 26

Full-time

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: - Manages tax and consulting engagements, identifying... and addressing client needs, tax planning, and consulting opportunities. -... Acts as the primary client contact, S-Corp, foundation, partnership, and gift tax returns, providing written... and......

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Attorney in Denver, CO (Remote)

In-House • **Members Only** Denver, CO

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Posted On Sep 16, 26

Full-time 15 views Experience : 10-15 yrs required

Job Tags:

fiduciary finance partnerships Taxation

Job Title: Tax Senior Manager - CTP Job... The role of a Tax Senior Manager involves a... of responsibilities centered around tax compliance for both business... aspects of the annual tax compliance process. This encompasses... preparing extensions, responding to tax notices, conducting research, drafting......

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Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Sep 15, 26

Full-time 1 views Experience : Min 10 yrs required

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Managing Director, Private Client... Job Responsibilities: A Tax Managing Director in the... tasked with providing high-level tax compliance and consulting services... This role involves leading tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities.......

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Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Sep 28, 26

Full-time 1 views Experience : Min 10 yrs required

Job Tags:

Estate and Trust family Taxation

Job Title: Tax Principal or Signing Director Job... Lead a team of tax and industry professionals to... deliver tax compliance and consulting services. -... Mentor the team to understand and assist clients by developing a deep understanding of their businesses. - Deliver the...

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Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Sep 10, 26

Full-time 1 views Experience : 5-8 yrs required

Job Tags:

company policies criminal equity family Insurance

Job Title Tax Manager or Senior Manager... financial matters. - Direct tax compliance and consulting services... to owner-managed and fast-growing start-ups. - Provide analyses of financial, gift, estate, and income tax... issues for ultra-high net-worth... individuals and families. - Establis...

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Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Sep 25, 26

Full-time Experience : Min 3 yrs required

Job Tags:

Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

Tax Senior - Private Wealth... held corporation, estate, and gift tax matters. Review tax... research... support the preparation of tax returns, and help prepare... for client meetings tied to compliance and consulting projects. Contribute to tax planning opportunities and help......

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Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Sep 22, 26

Full-time 3 views Experience : 4-6 yrs required

Job Tags:

Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... Manager in the Wealth Tax Advisory Practice, you will... providing personal and private tax advice and compliance support... the delivery of tailored tax advice and compliance solutions......

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Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Sep 25, 26

Full-time Experience : Min 5 yrs required

Job Tags:

criminal finance gift tax Immigration Taxation trusts wealth transfer

Job Title: Tax Manager, Global Employer Services... - Individual Tax Services, High Net Worth Job... Responsibilities: As a Tax Manager in the Individual... Tax Services - High Net... their advisors. - Lead tax compliance and advisory engagements... involving complex individual income tax matters. - Review individual......

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Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Sep 25, 26

Full-time 1 views Experience : Min 3 yrs required

Job Tags:

criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Job Title: Tax Senior, Global Employer Services... - Individual Tax Services, High Net Worth Job... Responsibilities: As a Tax Senior in the Individual... Tax Services – High Net... aimed at delivering high-quality tax compliance and advisory services... to high-net-worth individuals and families....

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Attorney in Denver, CO (Remote)

In-House • **Members Only** Denver, CO

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Posted On Sep 28, 26

Contract, Full-time Experience : Min 5 yrs required

Job Tags:

criminal finance gift tax Taxation

Seasonal Tax Delivery Manager, Individual Tax... Services - Global Employer... Review complex individual and gift tax returns, workpapers, and... related... deliverables for accuracy and completeness. Track filing, review, and client milestones; identify risks early and escalate blockers. Resolve review notes...

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Attorney in Denver, CO (Remote)

In-House • **Members Only** Denver, CO

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Posted On Sep 16, 26

Full-time 6 views Experience : Min 3 yrs required

Job Tags:

equity fiduciary finance health insurance Insurance partnerships pension Taxation wealth management

Job Title: Tax Senior - CTP Job... Responsibilities: The Tax Senior - CTP is... all aspects of annual tax compliance for both business... filing extensions, responding to tax notices, conducting tax research,... involves reviewing and signing tax returns for S-corporati...

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Attorney in Denver, CO (Remote)

In-House • **Members Only** Denver, CO

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Posted On Sep 01, 26

Full-time Experience : Min 8 yrs required

Job Tags:

criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

Job Title: ISP Senior Tax Manager, High-Net Worth Job Responsibilities: -... related entities on complex tax matters, including income tax... planning, estate and gift... planning, charitable giving, wealth... and sign-off of complex ultra-high-net-worth individual and family office tax compliance engagements, ensuring techni......

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Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Sep 25, 26

Full-time 1 views Experience : Min 5 yrs required

Job Tags:

Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth... lead high-quality reviews of tax research, workpapers, and tax... returns across individual, fiduciary,... held corporation, estate, and gift engagements. Prepare for and... projects, helping clients identify tax planning opportunities and understand... the implications of important...

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Attorney in Denver, CO (Remote)

In-House • **Members Only** Denver, CO

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Posted On Sep 20, 26

Full-time 1 views Experience : 4-8 yrs required

Job Tags:

Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Wealth Transition Services Tax Manager - Tax and... plans based from the tax perspective on cash flow... and reviewing various legal documents in relation to estate and business succession planning. Providing tax planning and consulting services... to the firm's h...

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Attorney in Golden, CO (Remote)

In-House • **Members Only** Golden, CO

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Posted On Sep 03, 26

Full-time 6 views Experience : 4-8 yrs required

Job Tags:

Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Title: Wealth Transition Services Tax Manager - Tax &... planning process, focusing on tax perspectives to create plans... flow. - Interpreting and reviewing various legal documents related to estate and business succession planning. - Providing tax planning and consulting services... to hig...

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Attorney in Golden, CO (Remote)

In-House • **Members Only** Golden, CO

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Posted On Sep 20, 26

Full-time 2 views Experience : 4-8 yrs required

Job Tags:

Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Wealth Transition Services Tax Manager - Tax and... plans based from the tax perspective on cash flow... and reviewing various legal documents in relation to estate and business succession planning. Providing tax planning and consulting services... to the firm's h...

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Attorney in Greenwood Village, CO (Remote)

In-House • **Members Only** Greenwood Village, CO

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Posted On Sep 03, 26

Full-time 4 views Experience : 4-8 yrs required

Job Tags:

Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Title: Wealth Transition Services Tax Manager - Tax &... planning processes, focusing on tax perspective, cash flow projections,... reviewing legal documents related to estate and business succession planning. - Providing tax planning and consulting services... to high net worth and ultr...

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Attorney in Greenwood Village, CO (Remote)

In-House • **Members Only** Greenwood Village, CO

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Posted On Sep 20, 26

Full-time Experience : 4-8 yrs required

Job Tags:

Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Wealth Transition Services Tax Manager - Tax and... plans based from the tax perspective on cash flow... and reviewing various legal documents in relation to estate and business succession planning. Providing tax planning and consulting services... to the firm's h...

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