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United States
Posted On Jun 30, 26
Full-time 5 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning family family trust fiduciary marketing Taxation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning family family trust fiduciary marketing Taxation

Title: Estate Planning Attorney Job Responsibilities: - Provide guidance on sophisticated estate, trust, and tax planning strategies for advisors and their clients. - Assist in developing and implementing advanced irrevocable trust offerings that leverage South Dakota law. - Produce complex trust agreements, marketing materials,...

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Posted On Jun 30, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate Planning family family trust fiduciary marketing Taxation
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate Planning family family trust fiduciary marketing Taxation

Title: Estate Planning Attorney Job Responsibilities: As an Estate Planning Attorney at Company, you will be tasked with providing expert guidance on sophisticated estate, trust, and tax planning strategies for advisors and their clients. Your primary responsibilities will include: - Assisting in the...

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Posted On Jul 01, 26
Full-time 6 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning family family trust fiduciary marketing Taxation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning family family trust fiduciary marketing Taxation

Title: Estate Planning Attorney Job Responsibilities: As an Estate Planning Attorney at Company, you will focus on delivering sophisticated estate, trust, and tax planning strategies tailored for advisors and their clients. Your responsibilities will include: - Assisting in the development and implementation of...

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Posted On Aug 12, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family fiduciary Insurance Software special projects trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family fiduciary Insurance Software special projects trusts

Job Title: Trusts & Estates Paralegal Job Responsibilities: -... each client. - Generate and revise irrevocable trusts and related documents using... WealthCounsel document preparation software under attorney supervision. - Translate complex legal and tax concepts into clear, accurate, and consistent client-facing materials. - Use NumberCr...

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Posted On Sep 03, 26
Full-time 3 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Title: Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible Job Responsibilities: - Advising and consulting on the estate planning process to develop plans from a tax perspective, focusing on cash flow projections, income distribution, business succession, estate...

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Posted On Aug 20, 26
Full-time Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

Expert - Expert Center (Midwest) The candidate will work with a focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex...

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