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United States
Posted On Sep 04, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Media Probate special projects Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Media Probate special projects Wills

with clients on living trusts and estate plans, primarily... through phone consultations with clients nationwide. - Meet with prospective clients to design estate plans and offer relevant services. - Conduct consultations with existing clients over the phone to...

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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 (West) Duties: The candidate will work with a primary focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Be the connective tissue between your customers and a broader team of specialists...

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Posted On Sep 03, 26
Full-time 5 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 Job Responsibilities: - Advising and consulting on estate planning processes to create plans from a tax perspective, focusing on cash flow projections, income distribution, business succession, estate preservation, and estate plan...

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Posted On Aug 26, 26
Full-time Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Probate special projects Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Probate special projects Wills

with clients on living trusts and estate plans, primarily... via phone with clients nationwide. - Meet with prospective clients to design estate plans and offer services. - Consult with existing clients over the phone to review and update their estate plans. Seminar Participation: -...

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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
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, focusing on tax perspectives related to cash flow projections, income distribution, business succession, estate preservation, and estate...

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Posted On Jul 29, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Harassment stage
Job Tags:
Harassment stage

Title: Legal Innovation Partner Job Responsibilities: - Own a portfolio of strategic law firm and legal department client relationships, serving as the primary advisor and point of accountability for their experience and AI transformation journey with the company. - Drive renewal and expansion...

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Posted On Aug 14, 26
Full-time Experience : Min 2 yrs required
Job Tags:
Harassment stage title
Job Tags:
Harassment stage title

Legal Consultant - Legal Tech Project Manager Job Description: Company is committed to providing an excellent candidate experience and will never ask you to engage in recruitment activity without phone, video, and in-person meetings and communications from emails using the company's domain....

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Posted On Aug 20, 26
Full-time 2 views 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 (West) Duties: The candidate will work with a primary focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Be the connective tissue between your customers and a broader team of specialists...

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Posted On Sep 08, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Affirmative Action Software
Job Tags:
Affirmative Action Software

Title: Tax Manager - Not for Profit Job Responsibilities: As a Tax Manager in the Not for Profit (NFP) sector at the company, you will have an array of responsibilities that include delivering tax and business advisory services and ensuring tax...

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Posted On Jul 20, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Media Privacy Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Media Privacy Software trusts Wills

an attorney's input. - Direct clients to appropriate individuals for specific questions and service requests. - Provide timely updates to clients regarding the status of their estate plans. Document Preparation: - Draft estate planning documents, such as wills, trusts, and powers of attorney,......

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Posted On Aug 03, 26
Full-time Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Media Probate special projects Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Media Probate special projects Wills

and services in the realm of estate planning. This includes drafting living trusts, wills, and other essential... estate planning documents. The role requires close collaboration with clients nationwide, participation in seminars, and cooperation with other departments to ensure a compreh...

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Posted On Aug 03, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection company policies Estate Planning Media special projects
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection company policies Estate Planning Media special projects

Title: Attorney Job Responsibilities: Client Consultation and Advisory: - Perform consultations providing information to clients regarding legal business issues. - Consult with clients on estate plans and strategies, offering tailored legal advice. - Engage in special projects related to asset protection and business planning. Document Drafting...

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