Estate & Tax Planning Jobs in Troy

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Full-time 1 views Experience : Max 2 yrs required

practice group, focusing on estate planning and wealth transfer... duties include: - Engagement in estate and trust administration - Gift... and estate tax planning - Charitable planning -... Family business succession planning Candidates... will work both independently... and collaboratively, contributing to the development and exec...

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Full-time 2 views Experience : Min 3 yrs required

individuals regarding the administration and disposition of their estates. This includes both basic and sophisticated lifetime, estate, and charitable planning. The... attorney will also work with corporate clients on succession issues and assist charitable institution clients with planned giving matters....

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Full-time 1 views Experience : Min 3 yrs required

to detail and exhibit good interpersonal skills for effective communication with attorneys and clients. - Demonstrate the ability to work independently and productively, with a strong interest in advancing a career in estate planning and administration. -... Produce quality...

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Full-time 57 views Experience : 2-6 yrs required

Information: Salary range for this position is $85,000-$125,000, based on experience and qualifications. Job Title: Trusts & Estates Attorney Experience Information: 2-6 years of experience in trusts and estates law Department: Trusts &...

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Full-time 7 views Experience : 4-8 yrs required

Responsibilities: - Engage in sophisticated estate planning and drafting. - Manage... trust and estate administration tasks. - Handle estate... and gift tax matters. -... Facilitate charitable planning. - Collaborate with attorneys across... various offices within the Financial Services & Capital Markets strategic industry group. - Demonstrate...

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Full-time Experience : Min 2 yrs required

City or St. Louis office. The position involves engaging in estate planning, tax planning, and... asset protection activities, specifically catering to high-net-worth families, individuals, and nonprofits. The associate will be expected to contribute to the growth and support of...

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Full-time 2 views Experience : Max 10 yrs required

Title: Attorney Job Responsibilities: - Collaborate with clients and fellow legal professionals to develop innovative strategies to achieve mutual goals. - Provide efficient and effective representation, focusing on estate planning and governmental defense... practice areas. - Utilize expertise and skills to connect legal issues...

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Full-time 3 views Experience : Min 8 yrs required

Design and implement sophisticated estate plans for individual and... protection, and gift and estate tax issues. - Collaborate primarily... with attorneys in the Financial Services & Capital Markets business unit. - Deliver high-quality, personalized service with strong attention to detail. - Manage multiple...

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Posted On Sep 11, 26
Full-time 2 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 Aug 25, 26
Full-time 1 views

Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: The Tax Senior Manager, Private Client... is responsible for providing tax compliance and consulting services... related to personal income, estate and gift tax, and... wealth retention strategies.... Additionally, the role involves taxation...

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Posted On Jun 15, 26
Full-time 4 views Experience : Min 3 yrs required

Job Responsibilities: - Preparing estate tax returns, gift tax... individual and fiduciary income tax returns (1041, 1065, and... the preparation of basic estate planning documents and related... trust... funding. - Assisting with probate administration, including opening/closing estates, e-filing, preparing accountings,...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 6 yrs required

Job Title: Tax Manager or Director -... Gift, Estate, Trusts Job Responsibilities: -... such as succession and tax planning. - Lead, schedule,... supervise, and review tax engagements. - Develop and... events and trainings. - Perform a range of tax pr...

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Posted On Sep 16, 26
Full-time 1 views Experience : 6-6 yrs required

Job Title: Tax Senior Manager, Private Client... Perform technical reviews of tax returns for high-net-worth individuals,... focusing on personal income tax returns, closely held businesses... (pass-through entities), trust, estate, and gift tax returns.... - Provide consultation... transactions and the related tax implications, consequences, and treatment.... tax...

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Full-time 26 views Experience : 3-13 yrs required

OverviewA law firm seeks a talented and experienced transactional/corporate senior associate attorney or junior partner in Saint Louis, MO. This role involves complex transactional work for high-net-worth families and their businesses, focusing on sophisticated legal matters and innovative and...

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