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Estate Planning Jobs in Davidson

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United States
Posted On Jul 20, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
title
Job Tags:
title

Title: Vice President of Regional Operations Job Responsibilities: 1. Regional Leadership & Office Oversight - Oversee daily operations across multiple offices, ensuring consistent processes and high performance. - Address and resolve office conflicts, reinforcing role expectations to maintain a professional work environment....

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Posted On Sep 06, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential)
Job Tags:
Business Formation closing documents commercial real estate Estate Planning health insurance Insurance partnerships Real Estate Law residential real estate title
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential)
Job Tags:
Business Formation closing documents commercial real estate Estate Planning health insurance Insurance partnerships Real Estate Law residential real estate title

Residential and Commercial Real Estate Paralegal Job Title Residential and Commercial... Real Estate Paralegal Job Responsibilities - Prepare and... manage real estate transactions (residential and commercial)... from contract through post-closing. - Draft and review closing documents, including settlement statements, deeds, and affidavits. - Order, update, or...

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Posted On Sep 11, 26
Full-time 22 views Experience : Min 4 yrs required
Practice Area:
Real Estate- Commercial Transactions Real Estate - General
Job Tags:
acquisitions agreements closing documents due diligence Equal Pay Act family Insurance Land Use lease LLC real estate financing title trusts zoning
Practice Area:
Real Estate- Commercial Transactions Real Estate - General
Job Tags:
acquisitions agreements closing documents due diligence Equal Pay Act family Insurance Land Use lease LLC real estate financing title trusts zoning

Job Title: Real Estate Midlevel Associate Job Responsibilities: The Real... Estate Midlevel Associate is responsible... duties within the real estate legal practice area. The... reviews, and managing real estate development projects. The role... also involves handling real estate financing transactions, acquisitions and......

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Posted On Jun 30, 26
Full-time 7 views
Practice Area:
Real Estate - Residential Transactions Real Estate - Purchase and Sale (Residential) Estate & Tax Planning Real Estate - General Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance LLC
Practice Area:
Real Estate - Residential Transactions Real Estate - Purchase and Sale (Residential) Estate & Tax Planning Real Estate - General Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance LLC

tasks related to real estate closings and estate planning... in both North Carolina... and South Carolina. - The candidate must demonstrate a willingness to generate business for the law firm and be a team player. - The attorney should be personable...

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Posted On Sep 21, 26
Full-time 25 views Experience : 3-5 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Guardianship Litigation Software
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Guardianship Litigation Software

Job Title: Estate Planning or Elder Law... Attorney Job Responsibilities: The Estate Planning or Elder Law... in the areas of estate planning, trust and estate... administration, and elder law.... The attorney will support proceedings, including trust and estate litigation, special proceedings, and......

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Posted On Jul 16, 26
Full-time 10 views Experience : 3-8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts

for this role include: - Estate Planning: Assisting clients in... the development of plans to manage their estates, including the creation of wills, trusts, and other legal documents to ensure their wishes are honored. - Estate Administration: Managing the administration... of estat...

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Posted On Jul 30, 26
Full-time 1 views Experience : 2-10 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection estates Family Law health insurance Intellectual property litigation Mediation Partnership pleadings title Wills
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection estates Family Law health insurance Intellectual property litigation Mediation Partnership pleadings title Wills

Title: Senior Associate/Junior Partner – Transactional Job Responsibilities: - Represent clients in various transactional matters, which include but are not limited to wills and estates, asset protection, business plans, incorporations & LLCs, non-profit 501(c)(3), and intellectual property litigation. - Manage a caseload with...

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Posted On Aug 21, 26
Full-time 4 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

Job Title: Attorney - Estate and Financial Planning Job Responsibilities: -... potential clients on their estate and financial planning options. -... Design and review personalized estate plans to ensure alignment... with client goals. - Guide clients through document signing appointments, ensuring they fully understand...

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Posted On Aug 26, 26
Full-time 7 views Experience : 5-10 yrs required
Practice Area:
Tax-General Practice (Transaction) Real Estate - Tax Tax - General
Job Tags:
Estate Planning Taxation
Practice Area:
Tax-General Practice (Transaction) Real Estate - Tax Tax - General
Job Tags:
Estate Planning Taxation

work, serving clients across the nation. The responsibilities include: - Engaging in corporate and transactional tax work - Structuring business entities and real estate investment vehicles - Succession planning... for closely held businesses -... Utilizing strong technological skills for practice management systems and portals -...

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Posted On Sep 11, 26
Full-time 24 views Experience : Min 4 yrs required
Practice Area:
Real Estate - Purchase and Sale (Commercial) Real Estate - Finance
Job Tags:
acquisitions agreements closing documents due diligence Equal Pay Act family Insurance Land Use lease LLC real estate financing title trusts zoning
Practice Area:
Real Estate - Purchase and Sale (Commercial) Real Estate - Finance
Job Tags:
acquisitions agreements closing documents due diligence Equal Pay Act family Insurance Land Use lease LLC real estate financing title trusts zoning

Job Title: Real Estate Midlevel Associate Job Responsibilities: - Drafting... diligence review and management. - Engaging in real estate development activities. - Handling real... estate financing transactions. - Managing real... estate acquisitions and dispositions. - Facilitating... commercial lease transactions. - Addressing zoning, land use, and condominium-related matters. Educatio...

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Posted On Jul 16, 26
Full-time 10 views Experience : Min 10 yrs required
Practice Area:
Tax - M&A and Transactions Tax - Exempt Organization Real Estate - Tax Tax - Federal Tax - Controversy and Dispute Resolution
Job Tags:
acquisitions estate tax Government mergers Taxation
Practice Area:
Tax - M&A and Transactions Tax - Exempt Organization Real Estate - Tax Tax - Federal Tax - Controversy and Dispute Resolution
Job Tags:
acquisitions estate tax Government mergers Taxation

Responsibilities: - Provide strategic tax planning and advisory services to... other transactions. - Advise on federal and state compliance and planning matters, including for tax-exempt... organizations. - Represent clients in tax disputes, audits, and negotiations with tax authorities. - Assist CPAs in the revie...

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Posted On Aug 30, 26
Full-time 10 views Experience : 4-6 yrs required
Practice Area:
Real Estate- Commercial Transactions Real Estate - General Real Estate - Finance Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate - Development/ Dirt law
Job Tags:
acquisitions Americans with Disabilities Act Capital Markets commercial real estate construction developers due diligence equity Harassment Insurance insurance coverage lease leasing Litigation M&A private equity purchase and sale agreements REITs title Women zoning
Practice Area:
Real Estate- Commercial Transactions Real Estate - General Real Estate - Finance Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate - Development/ Dirt law
Job Tags:
acquisitions Americans with Disabilities Act Capital Markets commercial real estate construction developers due diligence equity Harassment Insurance insurance coverage lease leasing Litigation M&A private equity purchase and sale agreements REITs title Women zoning

Title: Mid-Level Commercial Real Estate Associate – US Job Responsibilities: The... Mid-Level Commercial Real Estate Associate will be an... law firm's expanding real estate practice. Key responsibilities include: -... on diverse commercial real estate matters. - Structuring and executing... acquisitions, dispositions, and financings across...

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Posted On Sep 21, 26
Full-time 2 views Experience : Min 6 yrs required
Job Tags:
Corporation Deferred Compensation employee benefits Estate Planning Insurance pension Retirement Planning Software stock options Taxation wealth management
Job Tags:
Corporation Deferred Compensation employee benefits Estate Planning Insurance pension Retirement Planning Software stock options Taxation wealth management

Title: Advice and Financial Planning Wealth Management Analyst Job Responsibilities: -... developing and delivering advanced planning advice to High and... Ultra-High Net Worth clients and prospects. - Engage in activities that enhance the overall planning group, including adding to... the collective expertise, educating...

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Posted On Sep 11, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Employee Rights Estate and Trust Estate Planning estate tax estates Fair Labor Standards Act family Family and Medical Leave Act gift tax Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Employee Rights Estate and Trust Estate Planning estate tax estates Fair Labor Standards Act family Family and Medical Leave Act gift tax Probate

Job Title: Paralegal - Estate & Wealth Planning Job Responsibilities: -... legal documents including federal estate and gift tax returns,... probate documents, estate accountings, and estate planning... organize documents related to estate and trust administration matters. -... Schedule and participate in meetings or...

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Posted On Aug 17, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Family Law Litigation Probate special projects trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Family Law Litigation Probate special projects trusts Wills

ownership of assets, and estate, gift, and income tax... Assist attorneys in drafting wills, revocable trusts with tax planning provisions, irrevocable trusts, flow... charts, estate planning documents, and estate... litigation... documents. - Manage the... estate administration process from beginning... to e...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer

Job Title: Senior Estate and Tax Specialist Job Responsibilities: -... Conduct trust, estate, and/or tax planning analyses... expert consultation on complex planning scenarios, utilizing expertise in... wealth transfer strategies, multigenerational planning, charitable giving, asset protection,... and tax planning. Develop client presentation materials......

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Posted On Sep 07, 26
Full-time 22 views Experience : Min 7 yrs required
Job Tags:
ADA agreements finance letters of intent LLC operating agreements Partnership partnerships Software
Job Tags:
ADA agreements finance letters of intent LLC operating agreements Partnership partnerships Software

Senior Manager - Real Estate Job Responsibilities: - Develop and maintain... relationships with leading real estate companies in the market. -... Collaborate with various departments within the company to expand existing business and offer diverse business solutions to customers and prospects. - Analyze industry...

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Tax Attorney

Recruiter • **Members Only** Charlotte, NC

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Posted On Aug 11, 26
Full-time 4 views Experience : 3-20 yrs required
Practice Area:
Tax - M&A and Transactions Real Estate - Tax Tax - General
Practice Area:
Tax - M&A and Transactions Real Estate - Tax Tax - General

NC. The role involves engaging in sophisticated tax work for clients nationwide, focusing on corporate and transactional tax business entities and real estate investment succession planning... for closely held ... and prioritize multiple projects and Doctor degree...

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