Estate & Tax Planning Jobs in Pleasant Grove

14 jobs

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United States
Full-time 1 views Experience : Min 3 yrs required

multiple practice areas, including estate planning, real estate law,... business law, probate, trust litigation, and general civil litigation. The ideal candidate will possess strong litigation skills and the ability to manage litigation cases independently from start to finish. Compensation for...

Posted On Sep 03, 26
Full-time 7 views Experience : 4-8 yrs required

Title: Wealth Transition Services Tax Manager - Tax &... Estate Planning Job Responsibilities: - Advising and... consulting on estate planning processes to create... plans from a tax perspective, focusing on cash... income distribution, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -... tax...

Posted On Sep 20, 26
Full-time Experience : 4-8 yrs required

Wealth Transition Services Tax Manager - Tax and... Estate Planning Duties: The candidate... and consulting on the estate planning process to create... tax of income, business succession, estate preservation and estate plan... documents in relation to estate and business succession planning.......

Posted On Sep 03, 26
Full-time 4 views Experience : 4-8 yrs required

Title: Wealth Transition Services Tax Manager - Tax &... Estate Planning - Remote Eligible Job... and consulting on the estate planning process, focusing on... tax income distribution, business succession, estate preservation, and estate plan... reviewing legal documents concerning estate and business succession planning. -......

Posted On Sep 20, 26
Full-time Experience : 4-8 yrs required

Wealth Transition Services Tax Manager - Tax and... Estate Planning Duties: The candidate... and consulting on the estate planning process to create... tax of income, business succession, estate preservation and estate plan... documents in relation to estate and business succession planning.......

Posted On Sep 14, 26
Full-time 2 views Experience : Min 7 yrs required

teams focusing on wealth planning services to meet the... trust, estate/wealth transfer, and financial planning... needs of high- and... clients. - Lead the wealth planning engagement process with clients... from initiation to completion. - Collaborate with Wealth Strategy Specialists and Analysts to...

Posted On Sep 18, 26
Full-time 3 views Experience : Min 3 yrs required

Title: Intellectual Property Patent Prosecution Paralegal Job Responsibilities: - Manage time effectively and organize tasks efficiently to meet deadlines and project goals. - Collaborate with team members to ensure smooth workflow and project completion. - Independently handle multiple responsibilities and ongoing projects from start...

Posted On Sep 25, 26
Full-time 3 views Experience : Min 3 yrs required

Title: Paralegal - Intellectual Property Patent Prosecution Paralegal Job Responsibilities: - Exceptional time management and organizational skills are essential. - The ability to work collaboratively and efficiently in a team environment. - Ability to work independently, manage time and prioritize...

Full-time 3 views Experience : 1-3 yrs required

Job Title: Estate Planning Attorney Job Responsibilities:... on living trusts and estate plans, primarily through phone... prospective clients to design estate plans and offer relevant... review and update their estate plans. - Seminar Participation:... - Speak at live seminars...

Posted On Jul 28, 26
Full-time 2 views Experience : Min 3 yrs required

Title: Paralegal Job Responsibilities: As a Paralegal at the law firm, you will play a crucial role in supporting the attorneys and ensuring the smooth operation of legal services. Your responsibilities will include: - Developing strong and trusted relationships with clients and advisors...

Full-time 1 views Experience : 1-3 yrs required

Estate Planning Attorney Overview Salary Range: ... primary responsibility of the Estate Planning Attorney is to... in the realm of estate planning. This includes drafting... wills, and other essential estate planning documents. The role... requires close collaboration with clients nationwide, participation in...

Full-time 1 views Experience : Min 2 yrs required

Your responsibilities will include: - Estate Planning: - Drafting legal... documents such as wills, trusts, powers of attorney, healthcare directives, and deeds. - Meeting with clients to review their estate plans and recommend legal... strategies. - Assisting clients with trust fu...

Full-time 1 views

issues. - Consult with clients on estate plans and strategies, offering... tailored legal advice. - Engage in special projects related to asset protection and business planning. Document Drafting and Review: - Draft... estate planning documents for clients,... ensuring... accuracy and compliance. - Review documents subm...

Posted On Aug 17, 26
Full-time 2 views Experience : 3-5 yrs required

Title: Paralegal Job Responsibilities: Client Interaction: - Assign and answer client-submitted questions. - Perform structure clarification consultations with clients. - Conduct binder reviews with clients, ensuring accuracy and completeness. Document Review and Management: - Review blueprints for accuracy and escalate...

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