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Estate & Tax Planning Jobs in West Linn

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United States
Posted On Sep 23, 26
Full-time 26 views Experience : 5-10 yrs required
Practice Area:
Corporate - M&A Corporate - Contract Law Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Corporate - General Tax - General
Job Tags:
Estate Planning
Practice Area:
Corporate - M&A Corporate - Contract Law Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Corporate - General Tax - General
Job Tags:
Estate Planning

Act as trusted advisors to clients by understanding their unique goals, operations, and vision for the future. - Offer a wide range of services in business transitions, succession planning, corporate matters, real estate, executive compensation, tax, and... estate planning. - Deliver b...

Posted On Jul 20, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Litigation Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Litigation Probate

Job Title: Estate Planning/Probate Attorney Job Responsibilities:... The Estate Planning/Probate Attorney at the... responsible for handling complex estate planning, probate, and litigation... cases. The attorney will be expected to: - Draft legal documents with strong attention to detail. - Exercise...

Posted On Sep 23, 26
Full-time 28 views Experience : Min 2 yrs required
Practice Area:
Corporate - General Real Estate- Commercial Transactions
Job Tags:
Estate Planning
Practice Area:
Corporate - General Real Estate- Commercial Transactions
Job Tags:
Estate Planning

Junior Corporate & Real Estate Associate – WFH Flexible Job... practice areas of business transitions, succession planning, corporate, real estate, executive compensation, tax, and... estate planning. - Understand clients' businesses,... including their people, operations, and vision for the future. - Help protect an...

Posted On Aug 10, 26
Full-time 3 views Experience : 1-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates Insurance trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates Insurance trusts

Title: Trusts & Estates Attorney Job Responsibilities: The Trusts & Estates Attorney will be responsible for owning and managing client relationships, moving beyond merely supporting other attorneys. The role is designed for individuals who seek direct client contact and a reduction in...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Probate
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Probate

in data entry and estate planning document preparation. - Print... and prepare estate planning documents for signing... appointments. - Act as a witness or notary public during signing appointments. - Follow up with client scheduling and manage client document requests. - Handle correspondence and...

Posted On Aug 05, 26
Full-time 67 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
brokers equity Estate Planning estate tax Family Law gift tax Insurance Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
brokers equity Estate Planning estate tax Family Law gift tax Insurance Probate trusts Wills

Must have excellent interpersonal and communication skills and be able to work well with others. · Must be able to work independently and as a team. · Must have a strong work ethic and a positive attitude....

Posted On Jul 31, 26
Full-time 1 views Experience : 8-12 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate trusts Wills

Job Title: Attorney - Estate Planning Job Responsibilities: - Advise clients... on sophisticated estate, trust, and tax planning... of attorney, and related estate planning documents. - Handle probate... and trust administration matters from start to finish. - Meet with clients to assess goals and...

Posted On Jun 30, 26
Full-time 16 views
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Business Law bylaws Estate Planning Genetics gift tax Probate Software trusts wealth transfer Wills
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Business Law bylaws Estate Planning Genetics gift tax Probate Software trusts wealth transfer Wills

Job Title: Nonprofit/Estate Planning Associate Job Responsibilities: - Conduct... on federal and state estate, gift, and generation-skipping tax.... on all aspects of estate planning, including wealth transfer... strategies,... charitable planning, wills, revocable and irrevocable... directives. - Draft comprehensive estate planning documents tailored to......

Posted On Jul 21, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates Insurance Probate Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates Insurance Probate Taxation trusts Wills

Job Title: Estate Planning Attorney Job Responsibilities: - Advise... on all aspects of estate planning, including wills, revocable... healthcare directives. - Draft comprehensive estate planning documents tailored to... collaborate on strategy for tax minimization, asset protection, and... succession. - Handle trust and estate administration, includin...

Posted On Sep 12, 26
Full-time 17 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing

group, focusing primarily on estate planning, probate, and trust... and estate administration. Key responsibilities include:... - Preparing estate and gift tax returns,... with a preference for candidates who have prior experience in this area. - Demonstrating strong research, writing, and...

Posted On Sep 11, 26
Full-time 1 views 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......

Posted On Sep 09, 26
Full-time 2 views
Practice Area:
Corporate - General Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Commercial) Trusts and Estates - General
Job Tags:
entity formation health insurance Insurance
Practice Area:
Corporate - General Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Commercial) Trusts and Estates - General
Job Tags:
entity formation health insurance Insurance

This position provides administrative and legal support to attorneys and paralegals across a variety of matters, including complex estate and tax planning, trust... and estate administration, business entity formation,... real estate matters, and business transactions. Job... Title: Legal Assistant – Busines...

Posted On Sep 18, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates fiduciary Financial Institutions health insurance Insurance LLC Probate Profit Sharing trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates fiduciary Financial Institutions health insurance Insurance LLC Probate Profit Sharing trusts Wills

Administration Paralegal Job Responsibilities: - Analyze estate plans, including trust agreements... Serve as a primary day-to-day contact for multiple clients and trustees. - Communicate with beneficiaries and other third parties. - Gather, organize, and value estate and trust assets. - Prepare... asset inventories and tr...

Posted On Sep 15, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action family Partnership Software
Job Tags:
Affirmative Action family Partnership Software

Job Title: Tax Manager, Private Wealth Job Responsibilities:... and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on... multiple engagements that deliver proactive tax planning and strategic consulting,... including federal estate, g...

Posted On Sep 15, 26
Full-time 2 views
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

Job Title: Private Wealth Tax Principal Job Responsibilities: - Lead compliance... individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements... that deliver proactive tax planning and strategic consulting,... including federal, estate,...

Posted On Sep 11, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

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...

Posted On Sep 11, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal finance Government Immigration investment management Investment Partnerships Partnership private equity spectrum trusts
Job Tags:
criminal finance Government Immigration investment management Investment Partnerships Partnership private equity spectrum trusts

Tax Senior - Real Estate Job Responsibilities: As a Senior... Tax Consultant, the primary responsibilities... engagement team to provide tax compliance and consulting services... leverage their accounting and tax experience to identify complex... issues and perform detailed analyses to support various...

Posted On Aug 10, 26
Full-time 25 views Experience : 2-10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

firm seeks a skilled Estate Planning Attorney in Portland,... years of experience in estate planning, including drafting wills... estates, and advising on tax strategies. This role requires... a strong understanding of estate, gift, and generation-skipping transfer... tax laws, along with exceptional......

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