Estate & Tax Planning Jobs in Scottsville

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

Job Title: Estate Planning & Elder Law... in elder law and estate planning. - Draft wills, trusts,... advance directives, and related estate planning documents. - Develop and... implement Medicaid planning and asset protection strategies. -... Handle probate and trust administration matters. - Provide practical,...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 8 yrs required

on, and implement tax, estate, and financial plans for... complexity. - Collaborate with other planning resources on specific subject... the acquisition of new clients. - Retain, expand, and deepen existing relationships. - Conduct and review research, as appropriate, and develop tax, estate, a...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required

Tax Manager - Private Wealth... lead high-quality reviews of tax research, workpapers, and tax... returns across individual, fiduciary,... partnership, closely held corporation, estate, and gift engagements. Prepare... projects, helping clients identify tax planning opportunities and understand... the implications of important...

Full-time 2 views

Job Title: Estate Planning and Administration Attorney Job... Responsibilities: The Estate Planning and Administration Attorney... on matters related to estate planning, estate administration, and... goals. - Drafting and reviewing estate planning instruments such as... wills, trusts, and powers of attorney to ensure client...

Full-time 12 views Experience : 2-5 yrs required

Job Title: Estate Planning Associate Attorney Job... aspects of a client’s estate planning case, including client... drafting documents, and funding estate plans. - Communicate with... advisors to provide comprehensive estate planning services. - Work... mission of providing excellent Estate Planning and Asset Protection......

Posted On Sep 24, 26
Full-time 22 views Experience : Min 3 yrs required

Job Title: Estate Administration Paralegal Job Responsibilities:... The Estate Administration Paralegal position involves... firm that specializes in estate planning, elder law, and... estate and trust administration. The... in Lackner Software for estate management. - Preparation of... Pennsylvania Inheritance Tax Returns. - Proficient use......

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...

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......

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....

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...

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...

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......

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,...

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......

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...

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...

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...

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...

Posted On Aug 18, 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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