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Estate & Tax Planning Jobs in Round Rock

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United States
Posted On Sep 03, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Tax - Private Client Services Tax - Controversy and Dispute Resolution Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Tax - Private Client Services Tax - Controversy and Dispute Resolution Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts

recognized team that assists individuals and families with sophisticated estate and tax planning techniques.... The primary responsibilities include: - Creating and administering family offices. - Administering, decanting, and modifying trusts. - Administering complex estates. - Planning with respect to busines......

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - Exempt Organization Tax - General
Job Tags:
Asset Protection Energy Estate Planning family Syndication
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - Exempt Organization Tax - General
Job Tags:
Asset Protection Energy Estate Planning family Syndication

wealth strategies, integrating legal, tax, and investment considerations into... a comprehensive system. - Connect clients with appropriate fulfillment options such as CPAs, wealth advisors, and deal clubs. - Conduct 10-25 client meetings per week, dedicating approximately one hour per day to client...

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Posted On Jun 30, 26
Full-time 14 views Experience : Min 8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates gift tax Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates gift tax Probate trusts Wills

within the law firm’s Estate Planning, Probate, and Trusts... responsibilities include: - Focusing on estate and gift tax planning... tax effectively. - Managing and preparing estate plans to ensure that... clients’ estate planning goals are met. -... Creating a variety of estate planning docu...

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Posted On Sep 07, 26
Full-time 4 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates mergers revocable trust Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates mergers revocable trust Taxation trusts wealth transfer

be responsible for sophisticated estate planning for high-net-worth individuals... and families, trust and estate administration, and gift, estate,... and generation-skipping transfer tax... planning. - The role requires designing... and drafting complex estate planning documents, including revocable... trust... agreements, Irrevocable Life Insurance...

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Posted On Sep 09, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Criminal Law Estate Planning estates Family Law Probate Software trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Criminal Law Estate Planning estates Family Law Probate Software trusts

Title: Remote Los Angeles Area Estate Planning Attorney Job Responsibilities: - Handle... a wide variety of estate planning matters for a... manage all aspects of estate planning cases independently. - Draft... estate plans with strong knowledge... Los Angeles area for estate plan si...

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Posted On Sep 09, 26
Full-time 6 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

Responsibilities: - Engage in sophisticated estate planning and drafting, trust... and estate administration, and estate and... gift tax. - Participate in charitable planning... initiatives. - Collaborate with attorneys... across various offices within the Financial Services & Capital Markets strategic industry group. - Exhibit exceptional...

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Posted On Sep 09, 26
Full-time 8 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. - Demonstrate exceptional...

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Posted On Sep 16, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Real Estate - Development/ Dirt law Real Estate - Tax Construction - General Construction/Developer-Agreements & Transactions Real Estate - General Tax - General
Job Tags:
construction Litigation Partnership Privacy Public Finance
Practice Area:
Real Estate - Development/ Dirt law Real Estate - Tax Construction - General Construction/Developer-Agreements & Transactions Real Estate - General Tax - General
Job Tags:
construction Litigation Partnership Privacy Public Finance

Knowledge Management Attorney (Real Estate) Job Responsibilities: The Knowledge Management Attorney... – Real Estate is tasked with enhancing... resources within the Real Estate department, which includes Construction,... Public Finance, and Real Estate practice groups. Responsibilities include: -... Acting as the knowledge management expert...

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Posted On Sep 07, 26
Full-time 9 views Experience : 11-20 yrs required
Practice Area:
Tax - Private Client Services
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Practice Area:
Tax - Private Client Services
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Job Title: Managing Director, Tax - Private Client Job... Responsibilities: The Managing Director, Tax - Private Client at... responsible for providing sophisticated tax compliance, consulting, and planning... responsibilities include: - Delivering tax compliance and advisory services... to individuals, partnerships, trusts,...

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Posted On Sep 11, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

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

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Posted On Sep 14, 26
Full-time 1 views Experience : 4-7 yrs required
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer

wealth management topics. - Serve as a resource to the field in areas of both simple and sophisticated tax and trust & estate planning strategies, as well... as concentrated position management, corporate executive services, and pre-liquidity transaction planning. - Partner with fiel...

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Posted On Sep 11, 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
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,... partnership, closely held corporation, estate, and gift engagements. Prepare... projects, helping clients identify tax planning opportunities and understand... the implications of important...

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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
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

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

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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
Job Tags:
family finance H-1B Profit Sharing regulatory compliance

Services Tax - Real Estate Manager The candidate will... helping organizations manage their tax obligations while navigating the... complexities of the global tax environment. Lead teams and... accounts, focusing on strategic planning and mentoring junior staff.... navigate the frequently changing tax landscape, providing insights and......

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

Services Tax - Real Estate Director Duties: The candidate... on local and international tax affairs to optimize business... impact. Managing tax compliance and structuring for... Analyzing and addressing operational tax risks and implications of... jurisdictions. Drafting and reviewing tax documents to validate accuracy......

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Posted On Sep 10, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Bankruptcy Energy Estate Planning estates Litigation restructuring special projects trusts Water
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Bankruptcy Energy Estate Planning estates Litigation restructuring special projects trusts Water

the Wealth Preservation and Estate Planning practice. - Serve as... a primary point of contact for clients and provide responsive, professional, and confidential client service. - Manage a high volume of client matters, communications, documents, and competing priorities. - Prepare, revise, format, proofread,...

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Posted On Sep 17, 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 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... of responsibilities centered around tax compliance and planning for... state, and local individual tax returns and related workpapers......

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Posted On Sep 18, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

Job Title: Tax Manager – Family Office... Job Responsibilities: As a Tax Manager, you will be... multi-generational families, on a full spectrum of tax services. This includes structuring... and modeling, succession planning, wealth transfer planning, and... tax compliance. - Managing...

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Posted On Aug 09, 26
Full-time 3 views Experience : 4-20 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

experienced attorney for its Estate Planning, Probate, and Trusts... years of experience in estate and gift tax planning,... tax planning, and the management... and preparation of estate on estate and... tax tax and prepare estate plans and related document......

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