Post Jobs Upload Your Resume Log in

Estate & Tax Planning Jobs in Racine

43 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. Wisconsin
  4. Racine
  5. Estate & Tax Planning

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Sign Up

United States
Posted On Jul 29, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates family fiduciary finance Financial Institutions Guardianship Insurance LLC Medicaid Probate Software trusts Wills
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates family fiduciary finance Financial Institutions Guardianship Insurance LLC Medicaid Probate Software trusts Wills

with clients throughout the planning and administration process; serve... records, ensuring all notes and documents are properly organized and filed. - Collaborate with the attorney to prepare, review, and revise estate and elder law planning... documents and communications, including... trusts, wil...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 02, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Financial Institutions Medicaid Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Financial Institutions Medicaid Probate Software trusts Wills

appointments, and ensuring every client interaction reflects the law firm’s caring and professional culture. - Perform initial client intake and maintain warm, ongoing client relationships throughout the planning and administration process. - Serve... as the day-to-day liaison between clients and the att...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 06, 26
Full-time 1 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 support... a broad 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......

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 21, 26
Full-time 69 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
banking Business Law construction creditors Estate Planning estates family Family Law gift tax inheritance Insurance Labor and Employment Litigation Mergers and Acquisitions private equity Probate shareholders trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
banking Business Law construction creditors Estate Planning estates family Family Law gift tax inheritance Insurance Labor and Employment Litigation Mergers and Acquisitions private equity Probate shareholders trusts wealth transfer Wills

Job Title: Attorney – Estate Planning Job Responsibilities: - Develop and... implement advanced estate planning strategies, including but... Lead Trusts), FLPs (Family Limited Partnerships), and other complex planning techniques. - Draft wills, trusts,... powers of attorney, and related documents specifically tailored to high...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 09, 26
Full-time 20 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estates Partnership trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estates Partnership trusts

the law firm, one of Wisconsin's leading law firms. The primary responsibilities include: - Drafting sophisticated estate plans for both taxable... and non-taxable estates. - Administering estates and trusts post-death. - Providing exceptional client service in partnership with a team of professionals. - Collab...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 05, 26
Full-time 118 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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 10, 26
Full-time 14 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
artificial intelligence Business Law estates family fiduciary Labor and Employment Litigation LLC Practice of Law trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
artificial intelligence Business Law estates family fiduciary Labor and Employment Litigation LLC Practice of Law trusts

to join their team in either the Milwaukee or Brookfield, WI office. The ideal candidate must be licensed in Wisconsin and possess seven or more years of experience in customizing sophisticated estate plans, with a special... focus on planning for...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 09, 26
Full-time 7 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

Responsibilities: - Engage in sophisticated estate planning and drafting, ensuring... documentation. - Manage trust and estate administration, overseeing the execution... of clients' estate plans and ensuring compliance... with legal standards. - Handle estate and gift tax matters,... strategic advice to minimize tax liabilities for clients. - Develop... planning...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 27, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Americans with Disabilities Act Estate Planning estates fiduciary litigation Marital Property trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Americans with Disabilities Act Estate Planning estates fiduciary litigation Marital Property trusts wealth transfer

of tasks associated with estate planning, trust administration, and... and resolve issues related to marital property disputes, guardianships, trust modification and reformation, as well as tax and wealth transfer planning.... The associate will work... closely with clients to understand thei...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 30, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts Wills

Job Title: Estate Planning Associate Job Responsibilities: - Draft... wills, trusts, and other estate planning instruments. - Prepare and/or... transfer tax returns, including estate, gift, and generation-skipping transfer... as well as income tax returns for Trusts and... Provide advice and implement estate plans, including charitable planning,... tax...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 09, 26
Full-time 43 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 for individual and... protection, and gift and estate tax issues. - Work primarily... with attorneys in the Financial Services & Capital Markets business unit. - Deliver high-quality, personalized service with strong attention to detail. - Demonstrate exceptional...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 26, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Insurance Paternity Software
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Insurance Paternity Software

educate potential clients on estate and financial planning options -... Design and review individualized estate plans to ensure alignment... with client goals - Lead document signing appointments, explain plans clearly, and address client questions - Collaborate with attorneys, advisors, and staff to...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 19, 26
Full-time Experience : Max 3 yrs required
Practice Area:
Corporate - General Family Law - General Estate & Tax Planning Probate
Job Tags:
Business Law Case Law Estate Planning Family Law Litigation LLC Medicaid Probate probate litigation
Practice Area:
Corporate - General Family Law - General Estate & Tax Planning Probate
Job Tags:
Business Law Case Law Estate Planning Family Law Litigation LLC Medicaid Probate probate litigation

Title: Associate Attorney Job Responsibilities: - Conduct legal research across case law, statutes, and regulations, and synthesize it into practical, usable recommendations. - Draft and revise briefs, memoranda, motions, and client documents, primarily in business law, probate, and litigation matters. - Support senior attorneys...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 31, 26
Full-time Experience : Min 2 yrs required
Practice Area:
Corporate - General Estate & Tax Planning
Job Tags:
agreements Cybersecurity Estate Planning Government Labor and Employment pleadings Privacy shareholders
Practice Area:
Corporate - General Estate & Tax Planning
Job Tags:
agreements Cybersecurity Estate Planning Government Labor and Employment pleadings Privacy shareholders

Title: Associate Attorney Job Responsibilities: - Conduct legal research and analyze complex legal and business issues. - Draft, review, and revise legal documents, agreements, correspondence, memoranda, pleadings, and other work product. - Advise clients and provide practical, strategic solutions based on their goals and...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 11, 26
Full-time Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

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......

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jun 23, 26
Full-time 2 views
Practice Area:
Probate Real Estate - General Real Estate - Residential Transactions Trusts and Estates - General
Job Tags:
Estate Planning pleadings Probate
Practice Area:
Probate Real Estate - General Real Estate - Residential Transactions Trusts and Estates - General
Job Tags:
Estate Planning pleadings Probate

Preparing and drafting real estate documents, probate documents, estate... planning documents, and court... the court. - Managing attorney billing and client invoicing. - Preparing bank deposits and processing firm expenses. - Preparing monthly, quarterly, and annual tax forms and related financial... reports. - Commu...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 25, 26
Full-time 1 views Experience : 1-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

seeks a Trust and Estate Planning Associate with 1-4... experience to join its Estate Planning Practice Group in... in a variety of estate planning and administration tasks,... individuals and business estate planning and business succession... tax analyses for income, gift, estate, and generati...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 13, 26
Full-time 2 views
Practice Area:
Other
Practice Area:
Other

Join a trusted, full-service estate planning firm built for... firm serving clients across estate planning, probate and trust... law, special needs planning, tax preparation, business transactional work,... and fiduciary litigation. We have built a strong reputation in the Southeastern Wisconsin...

Sign In or Sign Up in seconds to view this job on LawCrossing.

By Employer Type

In-House Law Firm Recruiter
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend