Estate & Tax Planning Jobs in Natrona Heights

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United States
Posted On Aug 05, 26
Full-time 19 views Experience : Min 5 yrs required

Job Title: Estate Administration Paralegal Job Responsibilities: The Estate... Administration Paralegal at the... executing a variety of estate administration functions. The role... includes drafting estate planning and administration documents,... preparing deeds and real estate documents. Key responsibilities involve: -... Preparing probate and administration...

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

in the areas of estate planning, real estate, and... law. The key responsibilities include: - Strategic Counsel: Lead client consultations to provide tailored legal strategies in estate planning, administration, and business... services, ensuring that diverse client needs are met effectively. - P...

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Posted On Jul 16, 26
Full-time 2 views Experience : Min 2 yrs required

Job Title: Estate Paralegal Job Responsibilities: The Estate Paralegal... a comprehensive caseload of estate planning and administration matters.... The position involves handling tasks from initial client consultation through to document execution and post-closing follow-up, requiring the candidate to work with minimal supervision....

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Posted On Jul 22, 26
Full-time 1 views Experience : Min 1 yrs required

Job Title: Estate Legal Assistant Job Responsibilities: - Coordinate... while managing the master Estate Calendar. - Assist attorneys with... preparation and formatting of estate planning documents. - Attend document... follow-ups and mailings. - Attend Estate Administration meetings and take... detailed, accurate notes. - Draft basic petitions,...

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Full-time 2 views

and reviewing legal documents, conducting thorough legal research, and offering clear, well-founded legal advice to clients. The Associate Attorney will work on matters spanning business law, estate planning, litigation, property transactions,... and labor and employment issues as needed. Key resp...

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Full-time 33 views Experience : 5-10 yrs required

Job Title: Associate - Estate & Trust Litigation; Estate... Planning and Administration Job Responsibilities: The... Associate in the Estate & Trust Litigation; Estate... Planning and Administration practice... executing tasks related to estate and trust litigation, as... well as estate planning and administration. The......

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Full-time 1 views Experience : Min 3 yrs required

Title: Associate Attorney in Estate Planning Job Responsibilities: -... Advise clients on estate planning strategies tailored to... - Draft and review estate planning documents, including wills,... revocable living trusts, asset protection and Medicaid trusts, powers of attorney, and healthcare directives....

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Full-time 2 views Experience : 3-5 yrs required

Job Title: Associate (Estate Planning) Job Responsibilities: As an Associate... in the Estate Planning Practice Group at... guiding clients through complex estate and succession planning matters.... Your key responsibilities will include: - Case Management: You will take ownership of assigned matters from start...

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Full-time 2 views Experience : 3-7 yrs required

services to individuals and businesses, covering business law, estate planning, litigation, and property... transactions. The firm is committed to delivering high-quality legal solutions and personalized client service. Job Title Estate Planning Attorney Job Responsibilities The Estate Planning Attorney will be... responsible for advising cli...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 3 yrs required

on, and implements tax, estate, and financial plans for... clients. - Collaborates with senior planning resources on complex matters... and specific subject areas. - Engages in the acquisition of new clients and retains, research to develop tax, estate, and financial analyses and......

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required

on, and implementing tax, estate, and financial plans for... collaboration with more senior planning resources on complex matters... and specific subject matters. The Wealth Strategist II is also responsible for partnering in the acquisition of new clients while retaining, expanding,...

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Posted On Sep 23, 26
Full-time Experience : Min 5 yrs required

on, and implements tax, estate, and financial plans for... complexity. - Collaborates with other planning resources on specific subject... new clients. - Retains, expands, and deepens existing relationships. - Conducts and reviews research, as appropriate, and develops tax, estate, and financial analyses an......

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Full-time 2 views Experience : Min 8 yrs required

Title: Senior Counsel - Trusts and Estates Job Responsibilities: - Performs significant and complex legal work while regularly interacting with management. - Oversees legal research, analysis, consultation, and documentation within a framework of legal compliance and risk management. - Manages the expense for outside...

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Posted On Jul 29, 26
Full-time 11 views Experience : 3-5 yrs required

Associate (State and Local Tax) Job Responsibilities: As an Associate Attorney... the State and Local Tax (SALT) practice at the... of state and local tax matters. Your key responsibilities... include: - Case Management: You will take ownership of assigned matters from start to...

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Posted On Sep 15, 26
Full-time 5 views

Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: A Tax Managing Director in the... and people skills to provide comprehensive tax compliance and consulting services... to high net-worth clients. This role is integral to the office/region leadership team and involve...

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Posted On Sep 15, 26
Full-time 6 views

Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: - Manage tax and consulting engagements, demonstrating... and addressing client needs, tax planning, and consulting opportunities.... Review complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, providing...

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Posted On Sep 17, 26
Full-time 2 views

Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... is tasked with delivering tax compliance and consulting services... responsibilities include: - Participating in tax and consulting engagements, identifying... gather necessary information for tax return preparation. - Preparing complex... tax...

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Posted On Sep 24, 26
Full-time 30 views

Job Title: Tax Manager/Senior Tax Manager ... 5 years experience in tax preparation and planning for... required. Knowledge of tax laws and regulations, including... estate and gift tax planning,... individual and business... tax planning, and fiduciary income......

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Posted On Aug 12, 26
Full-time 5 views Experience : 3-8 yrs required

law firm seeks a Tax, Trusts, and Estates Associate... group that provides sophisticated estate and tax planning services... to high... position offers an opportunity to engage in complex planning techniques, including tax minimization strategies and generational... wealth complex e...

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