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Estate & Tax Planning Jobs in Conifer

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United States
Posted On Sep 07, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
divorce Estate Planning family gift tax health insurance Insurance Probate
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
divorce Estate Planning family gift tax health insurance Insurance Probate

Job Title: Estate Planning Attorney Job Responsibilities: - Meeting... with clients to identify estate planning goals, family considerations,... tax Designing and implementing comprehensive estate plans for individuals and... Drafting, reviewing, and revising estate planning documents. - Handling sophisticated... involving business interests, real estate, re...

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
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 the estate planning process, focusing on... tax of income, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -......

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

Wealth Transition Services Tax Manager - Tax and... Estate Planning Duties: The candidate... and consulting on the estate planning process to create... tax of income, business succession, estate preservation and estate plan... documents in relation to estate and business succession planning.......

Posted On Jul 30, 26
Full-time 2 views Experience : 1-5 yrs required
Practice Area:
Construction - General Corporate - Contract Law Corporate - General Family Law - General Insurance Defense - General Employment Law - General Real Estate - General Estate & Tax Planning Probate
Job Tags:
agreements civil litigation Commercial Law Construction Law defamation Employment Law Energy Estate Planning Family Law Insurance Litigation Probate
Practice Area:
Construction - General Corporate - Contract Law Corporate - General Family Law - General Insurance Defense - General Employment Law - General Real Estate - General Estate & Tax Planning Probate
Job Tags:
agreements civil litigation Commercial Law Construction Law defamation Employment Law Energy Estate Planning Family Law Insurance Litigation Probate

Title: Intake Attorney Job Responsibilities: - Review intake notes, case facts, documents, and relevant background before consultations. - Conduct scheduled and occasional live consultations with pre-screened prospective clients. - Build trust and rapport quickly during approximately 20- to 30-minute consultations. - Identify the prospective client’s...

Posted On Jul 17, 26
Full-time 1 views Experience : 4-7 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Business Formation Commercial Contracts contracts due diligence Estate Planning health insurance Insurance leasing Litigation LLC Mergers and Acquisitions Probate
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Business Formation Commercial Contracts contracts due diligence Estate Planning health insurance Insurance leasing Litigation LLC Mergers and Acquisitions Probate

Title: Transactional Associate Attorney Job Responsibilities: - Draft and edit a variety of legal documents including contracts, agreements, and memoranda. - Engage ethically with clients and opposing parties to ensure professionalism and integrity in all interactions. - Develop and implement effective legal strategies tailored...

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... Advising and consulting on estate planning processes, focusing on... tax income distribution, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -......

Posted On Aug 19, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust estates family gift tax health insurance Insurance LLC pleadings Probate trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust estates family gift tax health insurance Insurance LLC pleadings Probate trusts Wills

Job Title: Trust & Estate Administration Paralegal Job Responsibilities: - Preparation... of estate and trust administration pleadings,... documents, and accountings, including those for taxable estates. - Preparation of federal Estate Tax Returns (Form 706),... Gift Tax Returns (Form 709), and... Information Returns for...

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

Wealth Transition Services Tax Manager - Tax and... Estate Planning Duties: The candidate... and consulting on the estate planning process to create... tax of income, business succession, estate preservation and estate plan... documents in relation to estate and business succession planning.......

Posted On Sep 01, 26
Full-time 3 views
Practice Area:
Corporate - General Intellectual Property - General Real Estate - General Tax - General Estate & Tax Planning
Job Tags:
Estate Planning IP
Practice Area:
Corporate - General Intellectual Property - General Real Estate - General Tax - General Estate & Tax Planning
Job Tags:
Estate Planning IP

Title: Attorney Job Responsibilities: - Join and grow with a law firm, contributing to its expansion and reputation. - Relocate and integrate a compatible legal practice within the law firm's existing structure. - Engage in entrepreneurial activities to develop and expand the practice areas...

Posted On Aug 05, 26
Full-time 11 views
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning estate tax executor family finance Insurance Medicine Probate Taxation wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning estate tax executor family finance Insurance Medicine Probate Taxation wealth transfer

Job Title: Estate Planning & Wealth Transfer... Partner Job Responsibilities: The Estate Planning & Wealth Transfer... and families on complex estate planning, wealth transfer, business... succession planning, philanthropy, and related income... tax matters. Key responsibilities include: -... and entrepreneurial businesses on tax-efficient ownership...

Posted On Sep 03, 26
Full-time 2 views Experience : 2-6 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Equal Pay Act Estate and Trust Estate Planning family indemnity private client wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Equal Pay Act Estate and Trust Estate Planning family indemnity private client wealth transfer

Job Title: Tax Associate (2-6 years); Private... Client Practice Job Responsibilities: The Tax Associate position in the... all aspects of complex estate and trust administration matters.... The role requires the ability to proactively anticipate and resolve issues in a timely manner and...

Posted On Sep 11, 26
Full-time 2 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
estates family Insurance LLC Partnership Taxation trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
estates family Insurance LLC Partnership Taxation trusts

wealth. Key duties include: - Complex drafting, research, and tax analysis to support private... wealth management. - Project management and client interaction to ensure efficient and effective service delivery. - Preparation of gift and estate tax returns to comply... with... legal requirements. - Providi...

Posted On Sep 21, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Sports Real Estate - General Estate & Tax Planning
Job Tags:
Estate Planning Family Law Insurance Litigation
Practice Area:
Sports Real Estate - General Estate & Tax Planning
Job Tags:
Estate Planning Family Law Insurance Litigation

including family law, real estate, litigation, sports, estate planning,... and more. - Serve... clients with integrity, compassion, and curiosity, ensuring their best interests are prioritized. - Take ownership of your work, growth, and impact on the firm and its clients....

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
Practice Area:
Estate & Tax Planning
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management

Job Title: Associate Estate Planner - Hybrid Job Responsibilities: -... Prepare estate reviews for clients, including... Provide advisory services on estate tax planning, wealth and... business succession planning, charitable planning, and trust... tax planning. - Communicate with strategic... facilitate the drafting of estate documents. -...

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
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

Job Title: Estate and Document Attorney Job Responsibilities: -... Collaborate with tax and wealth management teams... to provide estate planning services. - Engage directly... with... assess and confirm their estate planning requirements. - Draft a... variety... of estate planning documents including revocable... living... trusts,...

Posted On Sep 12, 26
Full-time 10 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing

handle tasks related to estate planning, probate, and trust... and estate administration. - The role includes... preparing estate and gift tax returns,... which is preferred but not mandatory. - The candidate will serve high net worth clientele, requiring professionalism, judgment, and motivation...

Posted On Sep 09, 26
Full-time 11 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

Responsibilities: - Engage in sophisticated estate planning and drafting. - Handle... trust and estate administration. - Manage estate and... gift tax matters. - Conduct charitable planning. -... Collaborate with attorneys across... various offices within the Financial Services & Capital Markets strategic industry group. - Articulate legal...

Posted On Sep 09, 26
Full-time 4 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Design and implement sophisticated estate plans. - Assist individual and... protection, and gift and estate tax issues. - Work primarily... with attorneys in the Financial Services & Capital Markets business unit. - Deliver high-quality, personalized service with strong attention to detail. - Articulate legal...

Posted On Sep 02, 26
Full-time 10 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer

the law firm's Private Client Group, specifically within the tax department. The primary responsibilities... include: - Assisting with fiduciary litigation cases. - Creating, drafting, and implementing sophisticated wealth transfer plans for high-net-worth individuals. - Collaborating and assisting with all aspects of complex e...

Posted On Jul 21, 26
Full-time 60 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
branding marketing private client Software
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
branding marketing private client Software

Attorney The candidate must have a experience in the area of Private Client Services....

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Tolbert Law Office, PLLC , Law Firm • Denver, CO

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Posted On Sep 30, 26
Full-time 56 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning estates Ethics health insurance Insurance Litigation Oil and Gas Law Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning estates Ethics health insurance Insurance Litigation Oil and Gas Law Probate trusts Wills

opportunity for experienced attorneys with a background in estate planning, probate, and trust... administration to further expand their practice. The successful candidate will have a competitive salary based on experience and will have the opportunity to earn bonuses based o...

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