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Estate & Tax Planning Jobs in Brentwood

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United States
Posted On Sep 28, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family private client
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family private client

in the realm of estate planning. Key duties include: -... Engaging in gift and estate tax planning to optimize... clients' financial legacy. - Handling estate and trust administration to... ensure proper management and of assets. - Facilitating charitable planning to aid clients in......

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Posted On Aug 05, 26
Full-time 1 views Experience : 7-7 yrs required
Job Tags:
banking due diligence Estate Planning family fiduciary investment management private client Taxation trusts wealth management wealth transfer
Job Tags:
banking due diligence Estate Planning family fiduciary investment management private client Taxation trusts wealth management wealth transfer

Job Title: Estate Settlement Manager Job Responsibilities: - Manage... portfolio of highly complex estate settlement engagements involving significant... multiple entities, trusts, beneficiaries, tax considerations, and fiduciary relationships. -... primary relationship lead during estate settlement engagements, providing guidance... to beneficiaries, family members, co-fiduciaries, attorneys,...

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Posted On Jul 26, 26
Full-time 1 views Experience : 3-5 yrs required
Job Tags:
Estate Planning fiduciary finance inheritance Insurance licensing pension Registered Investment Advisor Retirement Planning Securities spectrum trusts Wills
Job Tags:
Estate Planning fiduciary finance inheritance Insurance licensing pension Registered Investment Advisor Retirement Planning Securities spectrum trusts Wills

clients' financial situations, including tax implications, investment strategies, retirement... planning, and estate planning. - Specialized... Investment Strategies:... Collaborate with the Investment Team to develop and recommend investment strategies tailored to clients' specific needs, risk tolerance, and financial goals, considering their unique...

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Posted On Jul 26, 26
Full-time 2 views Experience : Min 10 yrs required
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax Insurance operating agreements Securities Software Taxation trusts wealth transfer
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax Insurance operating agreements Securities Software Taxation trusts wealth transfer

(UHNW) clients to understand their goals and deliver customized estate and wealth transfer strategies. -... Review, interpret, and summarize complex estate planning documents such as... irrevocable trusts, operating agreements, buy-sell agreements, voting trusts, and shareholder agreements. - Provide recommendations for client consideration...

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Posted On Aug 05, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
banking Estate Planning fiduciary Insurance investment management lending private client Taxation wealth management wealth transfer
Job Tags:
banking Estate Planning fiduciary Insurance investment management lending private client Taxation wealth management wealth transfer

Title: Private Client Advisor and Trust Officer Job Responsibilities: - Deliver comprehensive advice and customized wealth management solutions for high-net-worth clients and families. - Effectively manage a portfolio of relationships comprised of fiduciary, IRA, and investment management clients. - Maintain a client-centric focus and...

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Posted On Jul 28, 26
Full-time 1 views Experience : Max 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family fiduciary private client wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family fiduciary private client wealth transfer

practice group, focusing on estate planning and wealth transfer... duties include: - Engagement in estate and trust administration - Gift... and estate tax planning - Charitable planning -... Family business succession planning Candidates... will work both independently... and collaboratively, contributing to the development and exec...

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Posted On Sep 22, 26
Full-time 57 views Experience : 2-6 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estate tax estates Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estate tax estates Probate trusts

Information: Salary range for this position is $85,000-$125,000, based on experience and qualifications. Job Title: Trusts & Estates Attorney Experience Information: 2-6 years of experience in trusts and estates law Department: Trusts &...

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates gift tax Taxation trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates gift tax Taxation trusts wealth management Wills

to detail and exhibit good interpersonal skills for effective communication with attorneys and clients. - Demonstrate the ability to work independently and productively, with a strong interest in advancing a career in estate planning and administration. -... Produce quality...

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Posted On Sep 10, 26
Full-time Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates trusts

City or St. Louis office. The position involves engaging in estate planning, tax planning, and... asset protection activities, specifically catering to high-net-worth families, individuals, and nonprofits. The associate will be expected to contribute to the growth and support of...

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Posted On Sep 09, 26
Full-time 7 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. - Manage... trust and estate administration tasks. - Handle estate... and gift tax matters. -... Facilitate charitable planning. - Collaborate with attorneys across... various offices within the Financial Services & Capital Markets strategic industry group. - Demonstrate...

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Posted On Sep 09, 26
Full-time 3 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 for individual and... protection, and gift and estate tax issues. - Collaborate primarily... with attorneys in the Financial Services & Capital Markets business unit. - Deliver high-quality, personalized service with strong attention to detail. - Manage multiple...

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Posted On Sep 23, 26
Full-time 2 views Experience : Max 10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Government / Public Law Administrative Law Government - General
Job Tags:
Estate Planning Litigation Visa
Practice Area:
Estate & Tax Planning Trusts and Estates - General Government / Public Law Administrative Law Government - General
Job Tags:
Estate Planning Litigation Visa

Title: Attorney Job Responsibilities: - Collaborate with clients and fellow legal professionals to develop innovative strategies to achieve mutual goals. - Provide efficient and effective representation, focusing on estate planning and governmental defense... practice areas. - Utilize expertise and skills to connect legal issues...

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Posted On Sep 25, 26
Full-time 2 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 02, 26
Full-time 1 views Experience : 1-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

of two years of estate planning experience to join... family, financial, business, and tax matters, including gift and... estate tax planning, estate and... trust... administration, charitable planning, and family succession ... with clients on estate and trust...

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