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Estate & Tax Planning Jobs in Monona

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United States
Posted On Sep 06, 26
Full-time 3 views Experience : 1-4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action Business Law equity Estate and Trust Estate Planning fiduciary gift tax Insurance Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action Business Law equity Estate and Trust Estate Planning fiduciary gift tax Insurance Probate

Job Title: Trust & Estate Planning Associate Job Responsibilities: The Trust... & Estate Planning Associate will be... a wide range of estate planning and administration matters.... with the drafting of estate planning and business succession... owners. - Supporting income, gift, estate, and generation-skipping transfer tax......

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Posted On Aug 04, 26
Full-time 5 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Identity Theft Insurance Retirement Planning trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Identity Theft Insurance Retirement Planning trusts Wills

JOB TITLE: Estate Planning Attorney JOB RESPONSIBILITIES:... Assist clients in designing estate plans that align with... client concerns, and explain planning options. - Draft timely... and accurate estate planning documents, including wills,... basic... legal advice on retirement planning, charitable giving strategies, and......

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Posted On Sep 05, 26
Full-time 138 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts

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 Sep 09, 26
Full-time 6 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

will engage in sophisticated estate planning and drafting, trust... and estate administration, estate and gift... tax, and charitable planning. The... successful candidate will be required to work with attorneys across various offices within the law firm's Financial Services & Capital...

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Posted On Sep 09, 26
Full-time 6 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Design and implement sophisticated estate plans. - Assist individual and... protection and gift and estate tax issues. - Collaborate primarily... with attorneys within the Financial Services & Capital Markets business unit. - Maintain strong attention to detail and provide high-quality, personalized service. - Handle...

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Posted On Sep 21, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Real Estate - Leasing Real Estate - Purchase and Sale (Commercial) Real Estate - Finance Real Estate - Development/ Dirt law Real Estate - General
Job Tags:
agreements commercial real estate corporate transactions developers due diligence finance Insurance landlords M&A Medicare purchase and sale agreements social security tenants Transportation
Practice Area:
Real Estate - Leasing Real Estate - Purchase and Sale (Commercial) Real Estate - Finance Real Estate - Development/ Dirt law Real Estate - General
Job Tags:
agreements commercial real estate corporate transactions developers due diligence finance Insurance landlords M&A Medicare purchase and sale agreements social security tenants Transportation

Job Title: Real Estate Attorney (5+ Years Experience) Job... Responsibilities: The Real Estate Attorney will join the... Real Estate Department and will be... variety of sophisticated real estate transactions. Key responsibilities include: -... Negotiating and drafting complex commercial leases for both landlords and...

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Posted On Aug 20, 26
Full-time 2 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Senior, Private Client Services Job... Responsibilities: - Participate in tax and consulting engagements, enhancing... gather necessary information for tax return preparation. - Prepare complex... individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both Federal... and State jurisdictions,...

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Posted On Aug 20, 26
Full-time 3 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager within the... aimed at providing comprehensive tax compliance and consulting services... The responsibilities include managing tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities.......

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Posted On Jul 02, 26
Full-time 7 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Software Transportation trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Software Transportation trusts

clients and assist them as necessary. - Print and organize estate planning portfolios. - Research legal... descriptions, draft deeds, and complete transfer tax returns. - Complete beneficiary designation... forms for client insurance products, annuities, bank accounts, brokerage accounts, and retirement plans. - Draft c...

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Posted On Aug 20, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Manager, Private Client Services... Job Responsibilities: A Tax Manager in the Private... professional expertise to deliver tax compliance and consulting services... responsibilities include: - Managing tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities.......

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Posted On Aug 20, 26
Full-time 4 views Experience : Min 3 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Experienced Senior, Private Client... Responsibilities: - Participate in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities. -... information needed to prepare tax returns. - Develop an understanding... of complex individual, trust, estate, S-Corp, foundation, partnership, and... tax...

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Posted On Aug 26, 26
Full-time Experience : 3-8 yrs required
Practice Area:
Energy and Oil & Gas - Transactional Energy and Oil & Gas - General
Job Tags:
developers Energy Insurance lease Medicare social security spectrum title Transportation
Practice Area:
Energy and Oil & Gas - Transactional Energy and Oil & Gas - General
Job Tags:
developers Energy Insurance lease Medicare social security spectrum title Transportation

Title: Oil & Gas Attorney (3-8+ Years Experience) Job Responsibilities: The Oil & Gas Attorney will specialize in examining the title to real property, focusing on oil and gas title examination. Responsibilities include: - Examining title records and determining ownership...

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Posted On Aug 26, 26
Full-time 2 views Experience : Min 10 yrs required
Practice Area:
Finance - Financial Services Regulation Finance - General
Job Tags:
acquisitions banking banking laws corporate governance finance Financial Institutions financial services regulatory Insurance Litigation M&A Medicare mergers Mergers and Acquisitions Privacy regulatory compliance Securities social security Transportation
Practice Area:
Finance - Financial Services Regulation Finance - General
Job Tags:
acquisitions banking banking laws corporate governance finance Financial Institutions financial services regulatory Insurance Litigation M&A Medicare mergers Mergers and Acquisitions Privacy regulatory compliance Securities social security Transportation

for advising banks and non-bank financial institutions on federal and state banking laws and regulations. Responsibilities include: - Counseling clients on regulatory compliance, consumer compliance, capital planning, governance, examinations, enforcement matters,... vendor management, payment systems, and risk management. - Assisting clients...

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Posted On Aug 14, 26
Full-time 1 views
Job Tags:
Elder Law Estate Planning health insurance Insurance Privacy trusts Wills
Job Tags:
Elder Law Estate Planning health insurance Insurance Privacy trusts Wills

Title: Bookkeeper/Payroll Specialist II Job Responsibilities: The Bookkeeper/Payroll Specialist II is tasked with independently managing payroll and core bookkeeping functions for the law firm. Key responsibilities include: - Processing payroll independently, which involves calculating wages, handling deductions, garnishments, and managing direct deposits. - Monitoring...

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Posted On Sep 21, 26
Full-time Experience : 3-20 yrs required
Practice Area:
Real Estate- Commercial Transactions Real Estate - Leasing Real Estate - Finance Real Estate - Purchase and Sale (Commercial) Real Estate - General
Practice Area:
Real Estate- Commercial Transactions Real Estate - Leasing Real Estate - Finance Real Estate - Purchase and Sale (Commercial) Real Estate - General

firm seeks a Real Estate M&A Attorney with over... on sophisticated commercial real estate transactions, including those related... to mergers and acquisitions, private equity investments, and on complex real estate transactions in M&A ... standalone real estate an...

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