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Estate & Tax Planning Jobs in Lake Mary

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United States
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

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job... Responsibilities: As a Tax Strategy and Transformation Senior... and finance within the Tax Transformation Office. The role... involves collaboration with tax subject matter specialists, technologists,... service delivery across various tax compliance and advisory services.......

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

**Job Title: Senior Consultant, Tax Strategy - Tax Transformation** **Job... a Senior Consultant in Tax Strategy and Transformation, the... responsibilities include collaborating with Tax subject matter specialists, technologists,... role involves participating in tax transformation projects that cover... Business Threads related to tax compliance and advisory client......

Posted On Jul 26, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection branding construction Estate Planning Insurance Litigation marketing personal injury Privacy Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection branding construction Estate Planning Insurance Litigation marketing personal injury Privacy Probate trusts Wills

Job Title: Attorney - Estate Planning Job Responsibilities: - Meeting with... clients to discuss their estate planning goals and needs. -... of attorney, and other estate planning documents. - Advising clients... on tax planning, asset protection, and... and staying current on estate planning laws and t......

Posted On Aug 17, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
Code of Conduct entity formation Estate Planning family fiduciary trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning
Job Tags:
Code of Conduct entity formation Estate Planning family fiduciary trusts wealth transfer Wills

JOB TITLE: Trust & Estate Planning Associate JOB RESPONSIBILITIES: The... Trust & Estate Planning Associate plays a... strategies related to trust, estate, wealth transfer, and business... succession planning for Family Office clients.... include: - Drafting and editing estate planning documents such as... wills,......

Posted On Jul 20, 26
Full-time 1 views Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
children Estate Planning family Insurance trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
children Estate Planning family Insurance trusts Wills

Estate Planning Attorney Job Description At law... firm, we’re more than a law firm—we’re a team driven by purpose, united by values, and committed to excellence in everything we do. Our culture is built on collaboration, respect, and a shared dedication to...

Posted On Jul 17, 26
Full-time 33 views Experience : 1-4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance Software Taxation trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance Software Taxation trusts

Attorney: High Net Worth Estate Planning & Tax Job Responsibilities: -... design and implement customized estate, tax, and wealth-transfer plans... families. - Draft and review estate planning documents, including revocable... planning structures. - Apply federal estate, gift, income, and generation-skipping... transfer tax principles in real-world plannin......

Posted On Jul 20, 26
Full-time 8 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning trusts

Estate Planning Associate Job Description A law... firm is seeking an estate planning attorney with 3... its High Net Worth Planning group. The candidate should... possess an . in Tax and demonstrate strong experience... in drafting estate planning documents, including revocable... trusts, charitable planning, and tax mitigation strategies. The role......

Posted On Sep 21, 26
Full-time 11 views Experience : Max 5 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates family Genetics gift tax Harassment Litigation power of attorney Taxation trusts Wills
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates family Genetics gift tax Harassment Litigation power of attorney Taxation trusts Wills

Estate Planning Associate Attorney Job Title: Estate... Planning Associate Attorney Job Responsibilities: - Meet... with clients to discuss estate planning needs, understand their... goals,... the progress of their estate planning matters. - Prepare legal... documents... such as wills, trusts, and power of attorney documents tailored...

Posted On Sep 10, 26
Full-time 3 views Experience : 4-6 yrs required
Practice Area:
Real Estate - General Real Estate - Finance Estate & Tax Planning Trusts and Estates - General
Job Tags:
acquisitions agreements commercial real estate due diligence easements Estate Planning estates family Land Use lease partnerships private client Probate purchase and sale agreements Taxation title trusts wealth transfer zoning
Practice Area:
Real Estate - General Real Estate - Finance Estate & Tax Planning Trusts and Estates - General
Job Tags:
acquisitions agreements commercial real estate due diligence easements Estate Planning estates family Land Use lease partnerships private client Probate purchase and sale agreements Taxation title trusts wealth transfer zoning

Job Title Real Estate / Private Client /... Estate Planning Associate (4-6 years) Job... Responsibilities - Collaborate with estate planning attorneys on real... estate aspects of wealth transfer... tax-efficient residential and commercial real estate acquisitions, dispositions, and financings.... Structure and negotiate real estate transactions involving estate planning......

Posted On Sep 11, 26
Full-time 2 views Experience : Min 10 yrs required
Practice Area:
Bankruptcy-General Construction - General Corporate - M&A Land Use & Zoning Health Care - General Litigation - Commercial Real Estate - General Estate & Tax Planning Probate
Job Tags:
Bankruptcy commercial litigation construction Estate Planning Land Use M&A Probate zoning
Practice Area:
Bankruptcy-General Construction - General Corporate - M&A Land Use & Zoning Health Care - General Litigation - Commercial Real Estate - General Estate & Tax Planning Probate
Job Tags:
Bankruptcy commercial litigation construction Estate Planning Land Use M&A Probate zoning

Litigation, Corporate M&A, Real Estate, Estate Planning and Wealth... Preservation, Probate, Construction, Healthcare, and Land Use/Zoning. - Provide expert legal advice and strategic counsel to clients, ensuring their interests are protected and advanced. - Develop and implement legal strategies and solutions tailore...

Posted On Jul 22, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates family Probate probate litigation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates family Probate probate litigation trusts Wills

a strong background in estate planning and administration, a... commitment to providing compassionate legal counsel, and the ability to manage a diverse caseload in a professional and efficient manner. Job Title Wills and Trusts Attorney Job Responsibilities - Draft, review, and execute wills, trusts,...

Posted On Jul 31, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning fiduciary Insurance pleadings Probate Software Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning fiduciary Insurance pleadings Probate Software Taxation trusts Wills

**Job Title:** Estate Planning and Probate Attorney **Job Responsibilities:** -... provide counsel on probate, estate planning, and asset protection... matters. -... healthcare directives, and related planning documentation. - Advise clients on... strategies for gift, estate, and generation-skipping transfer tax... planning. - Manage probate, trust... administration,... estat...

Posted On Sep 09, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
children consumer debt depositions Estate Planning Family Law general litigation guardian health insurance Immigration Insurance Litigation Partnership pleadings Probate spouse trials Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
children consumer debt depositions Estate Planning Family Law general litigation guardian health insurance Immigration Insurance Litigation Partnership pleadings Probate spouse trials Wills

Job Title: Attorney - Estate Planning and Probate Job Responsibilities: -... a primary focus on estate planning and probate matters. -... Draft legal documents including wills, powers of attorney, healthcare surrogate designations, and handle summary administration in probate matters. - Participate in client intake,...

Posted On Sep 21, 26
Full-time 35 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate

Job Title: Estate Planning Attorney Location: Orlando... currently seeking an experienced Estate Planning Attorney to join... their team. This position offers the opportunity to work in either the Orlando or Tampa office locations and provide services to clients throughout the...

Posted On Jul 23, 26
Full-time 30 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning

core practice areas of Estate Planning and Wealth Preservation. -... clients to develop comprehensive estate plans that meet their... individual needs and objectives. - Provide expert legal advice on wealth preservation strategies to protect clients' assets and ensure their financial goals are...

Posted On Aug 27, 26
Full-time 9 views Experience : 2-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates health insurance Insurance Partnership Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates health insurance Insurance Partnership Taxation trusts Wills

responsible for handling complex estate planning, asset protection planning,... and trusts and estates... administration. The attorney should be equipped to manage and execute legal tasks related to these areas effectively. The role requires the candidate to provide expert legal advice...

Posted On Sep 18, 26
Full-time 3 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate

Job Title: Probate & Estate Administration Attorney Job Responsibilities: - Represent... clients in probate and estate administration matters, ensuring their... including wills, trusts, and estate planning. - Draft and review... of attorney, and other estate planning documents. - Conduct thorough... research on legal issues...

Posted On Jul 06, 26
Full-time 2 views
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation consumer protection Elder Law Insurance pleadings Wills
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation consumer protection Elder Law Insurance pleadings Wills

legal services to eligible older adult clients, including advice, brief services, and full representation in civil legal matters. - Conduct legal research and draft legal documents including pleadings, discovery, and life planning documents. - Represent clients in... administrative hearings and court...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Energy estate tax Partnership private client Taxation
Job Tags:
Energy estate tax Partnership private client Taxation

Trust and Estate Tax Manager The candidate... on all aspects of tax engagements, supervise/mentor staff, and... trust, partnership and corporate tax returns prepared by tax... staff and/or seniors for... draft memorandum involving complex tax matters. Identify and implement... tax planning opportunities. Handle and... tax...

Posted On Aug 16, 26
Full-time 27 views Experience : 1-3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Associate Attorney specializing in estate planning and probate matters... asset protection and legacy planning. The ideal candidate will... have experience in probate law, trusts, and wills, with a strong focus on managing intricate cases and offering tailored solutions to meet...

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