Estate & Tax Planning Jobs in Burlington

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United States
Full-time 1 views Experience : 1-3 yrs required

with a focus on estate planning, trust and estate... administration, taxation, corporate matters,... and real estate transactions. The candidate will... work closely with high-net-worth clients, providing tailored legal advice and ensuring compliance with relevant laws and regulations. Key responsibilities include: -...

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Full-time 19 views Experience : Min 5 yrs required

will be responsible for drafting sophisticated estate plans for both taxable... and non-taxable estates. Additionally, the attorney will handle the administration of estates and trusts post-death. The role requires collaboration with a team dedicated to providing exceptional client service,...

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Full-time 109 views Experience : Min 10 yrs required

Senior Wealth Planning Attorney Job ID: 1698... Offices Practice Area: Real Estate Open Date: Tuesday, July... Friedrich LLP’s growing Wealth Planning Practice is looking to... add a Senior Wealth Planning attorney with at least... 10 years of experience to any...

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Posted On Jul 29, 26
Full-time 1 views Experience : Min 3 yrs required

with clients throughout the planning and administration process; serve... records, ensuring all notes and documents are properly organized and filed. - Collaborate with the attorney to prepare, review, and revise estate and elder law planning... documents and communications, including... trusts, wil...

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Posted On Sep 02, 26
Full-time Experience : Min 3 yrs required

appointments, and ensuring every client interaction reflects the law firm’s caring and professional culture. - Perform initial client intake and maintain warm, ongoing client relationships throughout the planning and administration process. - Serve... as the day-to-day liaison between clients and the att...

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Posted On Sep 23, 26
Full-time Experience : 1-8 yrs required

Lake Geneva, WI. The firm specializes in estate planning, trust and estate... administration, taxation, corporate matters,... and real estate transactions for high-net-worth ... legal research and draft legal in estate planning and administration ... corporate and real estate ...

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