Estate & Tax Planning Jobs in Sandy

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United States
Full-time 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...

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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...

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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...

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Posted On Aug 17, 26
Full-time 1 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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Full-time 1 views Experience : 1-3 yrs required

Job Title: Estate Planning Attorney Job Responsibilities: - Client... on living trusts and estate plans, primarily conducted by... prospective clients to design estate plans and offer services. ... review and update their estate plans. - Seminar Participation: -... Speak at live seminars across the...

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Full-time 13 views Experience : 2-5 yrs required

Associate Attorney (Tax & Estate Planning) Job Responsibilities: The Associate Attorney... in the Tax & Estate Planning practice group is... related to tax and estate planning. The responsibilities include: -... specifically in corporate or tax-related aspects. - Engaging in corporate... and partnership taxation activities. -...

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Full-time

Job Title: Estate Planning Attorney Job Responsibilities: - Advise... a broad range of estate planning and wealth transfer... matters. - Draft and review estate planning documents, including wills,... Counsel clients on tax-efficient estate and wealth transfer strategies. -... Assist with trust administration, probate, and...

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

Job Title: Estate Planning Attorney Job Purpose: The primary... and services related to estate planning. This includes drafting... wills, and other essential estate planning documents. The role... requires working closely with clients nationwide, participating in seminars, and collaborating with other departments to...

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Full-time 8 views Experience : Min 5 yrs required

the Private Client Services group. The primary responsibilities include: - Estate Planning: Provide comprehensive estate... planning services to clients,... ensuring their assets are managed and distributed according to their wishes. - Probate: Handle probate matters, guiding clients through the legal process...

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Full-time 9 views Experience : Min 5 yrs required

the Private Client Group of the law firm's tax department. The primary responsibilities... include: - Assisting with fiduciary litigation cases, which involves handling legal disputes related to trusts and estates. - Creating, drafting, and implementing sophisticated wealth transfer plans for high-net-worth indi...

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Full-time 12 views Experience : Min 3 yrs required

Job Title: Trust & Estate Attorney Job Responsibilities: - Advise individuals... and families on estate planning, trust administration, and... directives, and other related estate planning documents. - Manage probate... the opening of the estate through to final distribution,... handling all necessary pleadings, notices,...

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Full-time Experience : 3-10 yrs required

such as business owners, medical professionals, and real estate investors. - Advise clients on... the appropriate legal structures for their businesses or assets to ensure maximum protection from potential legal threats. - Utilize trusts, including irrevocable trusts and Domestic Asset Protection Trus...

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

Tax Senior - Real Estate Job Responsibilities: As a Senior... Tax Consultant within the Real... Estate sector, you will be... aimed at delivering top-tier tax compliance and consulting services... engagement team to provide tax compliance and consulting services. -... Utilizing accounting and tax knowledge to identify complex......

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Posted On Sep 04, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Legal Assistant - Estate Planning Job Responsibilities: - Maintain hardcopy... organization and accessibility. - Draft estate planning documents, including wills,... trusts, certificates of trusts, powers of attorney, health care directives, and tangible personal property lists. - Research county recorder records and create and...

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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... Advising and consulting on estate planning processes to develop... tax income distribution, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -......

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Posted On Sep 02, 26
Full-time 7 views Experience : Min 3 yrs required

Job Title: Senior, Indirect Tax - Property Tax Job Responsibilities:... Consultant in the Indirect Tax - Property Tax group,... state and local property tax planning, consulting, and compliance... state and local property tax legislation and assisting with... drafting client responses and...

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Posted On Jul 27, 26
Full-time 4 views Experience : 1-10 yrs required

join its tax and estate planning practice group in... experience and a strong background in relevant practice clients on tax and estate planning with team... members on complex legal legal research and draft legal clients i...

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