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Estate And Trust Jobs in Ravenna

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United States
Posted On Aug 14, 26
Full-time 9 views Experience : 8-12 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Ethics Insurance trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Ethics Insurance trusts

Job Title: Estate Planning Attorney Job Responsibilities: - Service... excellent client service. - Handle estate planning for high-net-worth individuals,... their businesses. - Manage Federal Estate Tax matters. - Administer trusts... and estates. - Draft documents, conduct research, and write effectively. - Work independently and collaboratively within the...

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Posted On Sep 08, 26
Full-time 4 views Experience : Min 1 yrs required
Practice Area:
Probate
Job Tags:
document review Estate Planning Financial Institutions health insurance Insurance Litigation pleadings Probate probate litigation Software
Practice Area:
Probate
Job Tags:
document review Estate Planning Financial Institutions health insurance Insurance Litigation pleadings Probate probate litigation Software

Title: Probate & Probate Litigation Legal Assistant Job Responsibilities: - Assist attorneys with probate administration and probate litigation matters. - Prepare probate pleadings, petitions, inventories, accountings, and related court filings. - Draft correspondence and maintain organized legal files. - Manage case deadlines, court calendars, and...

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Posted On Sep 22, 26
Full-time Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job Responsibilities: As a Manager in Private Tax, the candidate will be responsible for providing personal and private tax advice and compliance support to business owners, business-owning...

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Posted On Sep 15, 26
Full-time 9 views Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services is responsible for delivering tax compliance and consulting services to high net-worth clients. The role involves managing tax and consulting engagements, identifying client needs, and exploring...

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Posted On Sep 01, 26
Full-time 4 views Experience : Min 8 yrs required
Job Tags:
equity Equity Compensation estates family Software Taxation trusts
Job Tags:
equity Equity Compensation estates family Software Taxation trusts

Title: Tax Senior Manager, High Net Worth Job Responsibilities: As a Senior Manager on the High Net Worth Tax team at the company, the successful candidate will be responsible for providing personalized, high-touch service to high net worth individuals and families with...

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Posted On Sep 15, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

identify and address client needs, tax planning, and consulting opportunities. - Acts as the primary client contact for preparation and presentation of issues and resolutions, providing executive presence. - Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, providing...

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Posted On Sep 15, 26
Full-time 12 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is tasked with providing tax compliance and consulting services to high net-worth clients. This role requires the individual to: - Participate in tax and...

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Posted On Jul 13, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer

with producers, brokers, MGAs, and financial advisors to deliver complex case design, underwriting strategy, and tailored solutions for high net worth and business owner clients. - Provide expertise on advanced market strategies, including estate planning, wealth transfer, business... succession, and execu...

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Posted On Sep 17, 26
Full-time 2 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is tasked with utilizing their educational background and professional experience to provide comprehensive tax compliance and consulting services to high net-worth clients. The...

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Posted On Aug 18, 26
Full-time 2 views Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

to twelve years of experience in estate planning, servicing clients of... veteran attorneys, and continuing the tradition of excellent client estate planning services to high-net-worth... individuals and their trusts and estates legal documents and conduct legal rese...

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