Estate & Tax Planning Jobs in Carrollton

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Full-time 4 views Experience : Min 7 yrs required

Title: Estate Planning Attorney Job Responsibilities: The Estate... Planning Attorney is primarily... creating and executing accurate estate plans that align with... the client's wishes. This role requires the attorney to be available for a 'start' meeting within five business days, set up...

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Full-time 1 views

Job Title Estate Planning Attorney Job Responsibilities Draft, review, and... execute estate planning documents including wills,... trusts,... expert legal counsel on estate, trust, and probate law... to clients from diverse backgrounds. Conduct detailed legal research across various jurisdictions using tools like LexisNexis or Westlaw...

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Full-time 3 views Experience : 5-10 yrs required

Job Title: Senior Estate Planning Professional Job Responsibilities: The Senior... Estate Planning Professional at the... to assess their existing estate plans, identify any structural... risks or planning gaps, and provide strategic... a wide range of estate planning topics. This role... serves... as...

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Full-time 1 views

Job Title: Estate and Document Attorney Job Responsibilities -... tax management teams to provide estate planning services on a... personalized approach to their estate planning needs. - Receive assignments... to assist clients with estate planning. - Conduct virtual or... assess and confirm their estate planning requirements....

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Posted On Sep 01, 26
Full-time 5 views Experience : Min 3 yrs required

Senior Tax Associate, Real Estate Job Responsibilities: As a Senior Tax... Associate in the Real Estate sector, the primary responsibilities... include identifying and implementing tax planning and consulting opportunities... the construction and real estate industries. The role involves... participating in the tax planning and consultation process......

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Posted On Sep 01, 26
Full-time 6 views Experience : Min 5 yrs required

Title: Tax Manager, Real Estate and Construction Job Responsibilities: As a... Tax Manager at the company,... be responsible for providing tax consulting and compliance services... the construction and real estate industries. Your duties will... include conducting tax research, collaborating with clients... on tax matters, and implementing special... tax...

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Full-time 5 views Experience : Min 3 yrs required

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... partners,... including attorneys or law...

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Full-time 3 views Experience : 5-7 yrs required

Job Title: Estate Planning Attorney Job Responsibilities: - Serve... point of contact for estate planning clients. - Assist clients... in completing accurate estate plans that fulfill their... wishes efficiently. - Be available for a 'start' meeting within 5 business days and set up a...

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Full-time 1 views Experience : Min 3 yrs required

Job Title: Estate Planning, Probate, and Business... Law Attorney Job Responsibilities: The Estate Planning, Probate, and Business... Law Attorney will be responsible for managing all aspects of clients' cases. Key duties include conducting initial consultations and devising strategic plans for clients, delegating...

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Full-time 17 views Experience : Min 5 yrs required

law firm. - Engage in estate planning, probate, and trust... and estate administration. - Prepare estate and... gift tax returns. - Conduct research, write,... and draft documents with excellence. - Communicate effectively both orally and in writing. - Serve high net worth clientele with varying...

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Full-time 4 views 1 applications

Job Title Attorney - Estate Planning Job Responsibilities - Assist... tax wealth management teams with estate planning on a non-exclusive... directly with clients, providing estate planning services. - Collaborate... Legal Directors to deliver estate planning services to clients.... with clients to confirm estate planning needs. - Prepare......

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Full-time 7 views Experience : Min 8 yrs required

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

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Full-time 14 views Experience : 4-8 yrs required 1 applications

will engage in sophisticated estate planning and drafting, trust... and estate administration, estate and gift... tax, and charitable planning. - The... successful candidate will collaborate with attorneys across various offices within the Financial Services & Capital Markets strategic industry group. - The...

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Full-time 2 views

paralegals and legal assistants, ensuring their work is monitored and meets firm standards. - Prepare documents for estate plans and lead or... participate in final meetings with clients. - Engage in extensive drafting of legal documents. - Assist with marketing efforts through networking,...

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Full-time 2 views Experience : 2-5 yrs required

Consult with clients on estate plans and strategies, offering... - Engage in special projects related to asset protection and business planning. Document Drafting and Review:... - Draft estate planning documents for clients,... ensuring... accuracy and compliance. - Review documents submit...

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Full-time

Job Title: Estate Planning and Probate Attorney Job... Responsibilities: The Estate Planning and Probate Attorney... of tasks centered around estate planning and probate law.... wills, trusts, and comprehensive estate plans. - Advising clients on... legal strategies related to estate planning, succession planning, and... estate...

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Full-time 1 views Experience : 5-10 yrs required

Knowledge Management Attorney (Real Estate) Job Responsibilities: The Knowledge Management Attorney... in the Real Estate department is tasked with... organizing and developing content and knowledge resources for designated practice areas. The role involves implementing and promoting the use of relevant technology, preparing...

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Full-time 4 views Experience : 5-10 yrs required

Title: Of Counsel – Tax (DA) Job Responsibilities: - Serve as... finance transactions. - Provide expert tax planning and execution support... with the structured finance, aviation, funds, and real estate practices within the law... firm. - Utilize deep technical tax knowledge and strong transaction......

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Posted On Aug 09, 26
Full-time 7 views Experience : 1-8 yrs required

firm seeks an experienced tax attorney to join as... including aircraft leasing, investment funds, and real estate structures. The attorney will... provide strategic advice and support complex domestic and cross-border on securitization and structured finance with structured finan...

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