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Estate & Tax Planning Jobs in Wendell

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United States
Posted On Sep 27, 26
Full-time Experience : 3-7 yrs required
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family marketing Medicaid trusts Wills
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family marketing Medicaid trusts Wills

Job Title: Estate Planning & Medicaid Planning... Work - Advise clients on estate planning, Medicaid planning, and... long-term care planning options based on their... Evaluate clients’ family and financial circumstances, identify planning needs, and explain available... options in clear, practical t...

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Posted On Sep 30, 26
Full-time 23 views Experience : 3-5 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Guardianship Litigation Software
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Guardianship Litigation Software

Job Title: Estate Planning or Elder Law... Attorney Job Responsibilities: The Estate Planning or Elder Law... in the areas of estate planning, trust and estate... administration, and elder law.... on matters related to estate planning, trust and estate... administration, and elder law. -... estate...

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Posted On Aug 30, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning pleadings Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning pleadings Probate

Job Title Estate Planning and Administration Attorney... probate administration, planning, and estate law matters, assisting families... and individuals in navigating complex legal processes. Key responsibilities include: - Direct, hands-on client and case interaction - Managing client expectations via email, phone,...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning pleadings Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning pleadings Probate

Job Title Estate Planning and Administration Attorney... The role of the Estate Planning and Administration Attorney... in the realm of estate planning and administration. The... administration, planning, and various estate law matters. - Assisting... families and individuals in navigating complex...

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Posted On Sep 27, 26
Full-time
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning family Probate

Title: Intake Attorney — Estate Planning & Probate Administration Job... and needs related to estate planning or probate administration. -... Evaluate whether prospective matters align with the law firm’s services and identify issues that require further attorney review. - Clearly explain the law...

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Posted On Sep 07, 26
Full-time 32 views Experience : Min 7 yrs required
Job Tags:
ADA Estate Planning estates family finance LLC partnerships Software trusts
Job Tags:
ADA Estate Planning estates family finance LLC partnerships Software trusts

Job Title: Senior Tax Manager - High Net... Worth/FWS Job Responsibilities: - Provide tax, gift, and estate planning... and compliance services... individual, gift, trust, and estate tax planning and consulting,... as... well as overall professional development. - Develop and sustain excellent client relationships...

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Posted On Sep 07, 26
Full-time 25 views Experience : Min 7 yrs required
Job Tags:
ADA agreements finance letters of intent LLC operating agreements Partnership partnerships Software
Job Tags:
ADA agreements finance letters of intent LLC operating agreements Partnership partnerships Software

Job Title: Tax Senior Manager - Real... Estate Job Responsibilities: - Develop and maintain... relationships with leading real estate companies in the markets... served by the company. - Collaborate across various functions within the company to expand existing business and provide diverse business...

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Posted On Sep 15, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... The role involves managing tax and consulting engagements, which... addressing of client needs, tax planning, and exploring consulting... opportunities. The Tax Manager works directly with... gather necessary information for tax return preparation. They ......

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
ADA Estate Planning estate tax estates family finance LLC partnerships Software trusts
Job Tags:
ADA Estate Planning estate tax estates family finance LLC partnerships Software trusts

Job Title: Tax Manager - High Net... Wealth Services Job Responsibilities: - Oversee tax preparation and perform the... family partnerships, and trust tax returns. - Consult on complex... tax matters and ensure compliance... with state and federal tax regulations. - Perform tax, gift,... and estate planning and compliance services......

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Posted On Sep 07, 26
Full-time 1 views Experience : 6-10 yrs required
Job Tags:
ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills
Job Tags:
ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills

Title: Private Wealth Services Tax Manager Job Responsibilities: As a Private... Wealth Services Tax Manager, the primary responsibilities... secondary reviews of complex tax returns and providing income,... estate, and gift tax planning... strategies for high... the Private Wealth Services Tax team to make recommendations... tax...

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Posted On Sep 25, 26
Full-time 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 Sep 30, 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 30, 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 Sep 30, 26
Full-time 1 views 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 29, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Estate and Trust Estate Planning estates fiduciary Financial Institutions pleadings Probate Software trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Estate and Trust Estate Planning estates fiduciary Financial Institutions pleadings Probate Software trusts

with all aspects of estate and trust administration. - Prepare... accountings, receipts, and other court filings. - Communicate with personal representatives, trustees, beneficiaries, financial advisors, CPAs, and financial institutions. - Collect, organize, and analyze asset information. - Coordinate transfers of estate and trust as...

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Posted On Sep 10, 26
Full-time 5 views Experience : Min 2 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity Taxation
Job Tags:
company policies criminal Energy family Insurance private equity Taxation

Associate, State & Local Tax - Financial Services Job Responsibilities:... funds, private equity, real estate) with state and local... tax issues, including compliance, advising,... planning, and controversies. - Engage... with state and local tax controversies, which includes preparing... clients for discussions...

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Posted On Sep 18, 26
Full-time 12 views Experience : Min 7 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

Job Title: Tax Senior Manager - Private... spectrum of business and tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. - Manage and... Taxation. This includes the planning and execution of client... tax engagements. - Collaborate with... company...

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Posted On Sep 07, 26
Full-time 2 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts

Job Title Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job... a Senior Consultant in Tax Strategy and Transformation, focusing... role involves collaborating with Tax subject matter specialists, technologists,... responsibilities include: - Supporting project planning by managing work plans... defined outcomes. - Partnering with Tax prac...

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Posted On Aug 18, 26
Full-time 3 views Experience : 1-12 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

a regional office. The ideal candidate will have two to six years of experience in sophisticated estate planning and estate/trust ... comprehensive estate planning complex ... federal estate and gift tax ... to six years of relevant ...

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