Estate & Tax Planning Jobs in Cornelius

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United States
Full-time 10 views Experience : 3-8 yrs required

for this role include: - Estate Planning: Assisting clients in... the development of plans to manage their estates, including the creation of wills, trusts, and other legal documents to ensure their wishes are honored. - Estate Administration: Managing the administration... of estat...

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Full-time 25 views Experience : 3-5 yrs required

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.... The attorney will support proceedings, including trust and estate litigation, special proceedings, and......

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Full-time 4 views Experience : Min 1 yrs required

Job Title: Attorney - Estate and Financial Planning Job Responsibilities: -... potential clients on their estate and financial planning options. -... Design and review personalized estate plans to ensure alignment... with client goals. - Guide clients through document signing appointments, ensuring they fully understand...

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Full-time 1 views Experience : 2-10 yrs required

Title: Senior Associate/Junior Partner – Transactional Job Responsibilities: - Represent clients in various transactional matters, which include but are not limited to wills and estates, asset protection, business plans, incorporations & LLCs, non-profit 501(c)(3), and intellectual property litigation. - Manage a caseload with...

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Full-time 10 views Experience : Min 10 yrs required

Job Title: Senior Tax Attorney (10+ Years) Job Responsibilities: -... Provide strategic tax planning and advisory services... clients. - Structure and analyze tax implications for mergers, acquisitions,... planning matters, including for tax-exempt organizations. - Represent clients in... tax disputes, audits, and negotiations... with tax authorities. - Assist CPAs in......

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Full-time 7 views Experience : 5-10 yrs required

Tax Attorney Job Title: Tax Attorney Job... Responsibilities: As a Tax Attorney at the law... in sophisticated and challenging tax work, serving clients across... in corporate and transactional tax work - Structuring business entities... and real estate investment vehicles - Succession planning... for closely held businesses -......

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Posted On Sep 11, 26
Full-time 2 views Experience : 2-5 yrs required

Job Title: Paralegal - Estate & Wealth Planning Job Responsibilities: -... legal documents including federal estate and gift tax returns,... probate documents, estate accountings, and estate planning... organize documents related to estate and trust administration matters. -... Schedule and participate in meetings or...

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Full-time 2 views Experience : 5-6 yrs required

Job Title: Tax - Business Tax Services... - Private Tax - High Net Worth... a Manager in Private Tax at the company, you... providing personal and private tax advice and compliance support... to business owners, business-owning families, and owners of...

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Full-time 10 views Experience : 4-6 yrs required

Title: Mid-Level Commercial Real Estate Associate – US Job Responsibilities: The... Mid-Level Commercial Real Estate Associate will be an... law firm's expanding real estate practice. Key responsibilities include: -... on diverse commercial real estate matters. - Structuring and executing... acquisitions, dispositions, and financings across...

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Posted On Sep 07, 26
Full-time 23 views Experience : Min 7 yrs required

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,... along... with overall professional development. - Develop and sustain excellent client relationships, becoming...

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Posted On Sep 07, 26
Full-time 25 views Experience : Min 7 yrs required

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 22 views Experience : Min 7 yrs required

Job Title: Tax Senior Manager - Real... Estate Job Responsibilities: - Develop and maintain... relationships with leading real estate companies in the market. -... Collaborate with various departments within the company to expand existing business and offer diverse business solutions to customers and...

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Posted On Sep 24, 26
Full-time 8 views Experience : Min 3 yrs required

Job Title: Senior, Indirect Tax - Property Tax Job Responsibilities: As... Consultant in the Indirect Tax group, specifically focusing on... Property Tax, you will be an... integral part of tax engagements, providing state and... local property tax planning, consulting, and compliance... state and local property tax legislation and assisting in......

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Posted On Sep 15, 26
Full-time 1 views Experience : Min 5 yrs required

Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... responsible for delivering high-quality tax compliance and consulting services... The role involves managing tax and consulting engagements, identifying... client needs, and providing tax planning and consulting opportunities.... tax...

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Posted On Sep 22, 26
Full-time 2 views Experience : Min 5 yrs required

Job Title: Tax Manager - Financial Services... - State & Local Tax, Income Tax Job Responsibilities: As a... Tax Manager within the Financial... responsible for managing multiple tax engagements and contributing to... the delivery of quality tax planning and compliance services... for...

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 5 yrs required

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. - Provide quarterly and... oversight. - Delegate and manage tax assignments and perform administrative......

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Posted On Sep 07, 26
Full-time 1 views Experience : 6-10 yrs required

Title: Private Wealth Services Tax Manager Job Responsibilities: - Conduct primary... secondary reviews of complex tax returns. - Provide income, estate,... and gift tax planning... strategies for high... the Private Wealth Services Tax team to make recommendations... on return preparation and tax savings opportunities. - Focus on... tax...

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Posted On Aug 16, 26
Full-time 4 views Experience : 3-20 yrs required

law firm seeks a Tax Attorney in Charlotte, NC.... involves engaging in sophisticated tax work for clients nationwide,... on corporate and transactional tax business entities and... real estate investment succession planning... for closely held ... and prioritize multiple...

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