Estate & Tax Planning Jobs in Lynnwood

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United States
Posted On Jul 20, 26
Full-time 2 views Experience : Min 2 yrs required

Title: Paralegal Job Responsibilities: - Manage case files from intake through resolution, ensuring both physical and electronic files are organized. - Draft and prepare litigation documents such as complaints, answers, motions, discovery requests/responses, subpoenas, affidavits, and correspondence. - E-file and calendar court deadlines, hearings,...

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Posted On Sep 15, 26
Full-time 10 views Experience : Min 15 yrs required

Job Title: Private Wealth Tax Principal Job Responsibilities: - Lead compliance... investment entities. - Perform technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements... delivering proactive tax planning and strategic consulting,... including federal, estate, g...

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Full-time 1 views Experience : 4-6 yrs required

Group. The primary responsibilities include: - Assisting individuals and families with sophisticated estate and tax planning techniques.... - Creating and administering family offices. - Administering, decanting, and modifying trusts. - Administering complex estates. - Planning with respect to business... in...

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Full-time 3 views

Job Title: Estate Planning Attorney Job Responsibilities:... Draft and implement advanced estate planning documents such as... partnerships/LLCs, and other complex planning instruments. - Advise clients,... Collaborate with professional advisors and other advanced estate planning attorneys from other... jurisdictions... on soph...

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Full-time 2 views Experience : Min 6 yrs required

We Are At Company, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management company with over $15...

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Full-time 7 views Experience : 3-6 yrs required

business owners and executives, corporate fiduciaries, and charitable organizations. Key responsibilities include: - Engaging in estate and tax planning activities.... - Advising clients on legal matters related to trusts and estates. - Collaborating with clients to develop strategies for a...

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Full-time 13 views Experience : Min 4 yrs required

Job Title: Estate Planning and Probate Associate... Job Responsibilities: The Estate Planning and Probate Associate... will be responsible for a variety of - Drafting and reviewing estate planning documents such as... administration, which involves preparing estate pleadings, identifying assets and......

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Full-time 2 views

Job Title Estate and Document Attorney Job Responsibilities... - Assist the tax and wealth management teams... with estate planning on a non-exclusive... Legal Directors to provide estate planning services for clients.... or in-person to confirm estate planning needs. - Prepare... typical estate planning documents, including...

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Full-time 18 views Experience : Min 5 yrs required

legal services related to estate planning, probate, and trust... and estate administration. Key responsibilities include: -... Preparing estate and gift tax returns. -... Conducting legal research and drafting legal documents. - Communicating effectively with high net worth clientele, demonstrating professionalism, judgment, and mot...

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Full-time 2 views

Title: Associate Attorney Job Responsibilities: The Associate Attorney will perform a broad range of tasks across the law firm's practice areas, which include estate planning, probate and trust... administration, marital and cohabitation agreements, trusts, and long-term care planning. The role involves engaging......

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Full-time 4 views Experience : Min 3 yrs required

will lead the Tribal Estate Planning and Legal Access... Fellowship at a reputed firm within the department. This role encompasses mentorship, community engagement, and direct legal service. Key responsibilities include: - Designing and supervising the Tribal Estate Planning and Legal Access......

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Posted On Sep 18, 26
Full-time 2 views Experience : Min 5 yrs required

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...

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Posted On Sep 11, 26
Full-time 1 views Experience : Min 3 yrs required

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 07, 26
Full-time 2 views Experience : 1-8 yrs required

firm seeks an experienced estate planning and business attorney... advanced legal counsel in estate planning, wealth transfer strategies,... and complex tax matters for high-net-worth individuals,... and implement advanced estate planning documents, including wills... clients on sophisticated estate planning strategies and ta......

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