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Estate Planning Jobs in Fairhope

9 jobs
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  3. Alabama
  4. Fairhope
  5. Estate Planning

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United States
Posted On Sep 28, 26
Full-time 3 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Collaborate with clients and their advisors to gather necessary information for tax return preparation. - Prepare complex tax returns, including individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both Federal and State jurisdictions. - Review basic individual and tr...

Posted On Sep 28, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

addressing client needs, tax planning, and consulting opportunities. -... Work directly with clients and their advisors to gather information needed for tax return preparation. - Review individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, providing written and verbal...

Posted On Sep 28, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Managing Director, Private Client Services Job Responsibilities: - Lead tax and consulting engagements while mentoring team members to identify client needs and consulting opportunities. - Act as the primary client liaison for issue resolution and presentation of tax strategies. - Review complex...

Posted On Jul 22, 26
Full-time 4 views Experience : 2-5 yrs required
Practice Area:
Corporate - Contract Law Finance - Banking Finance - General Corporate - General
Job Tags:
Commercial Lending Estate Planning health insurance Insurance lending Retirement Planning
Practice Area:
Corporate - Contract Law Finance - Banking Finance - General Corporate - General
Job Tags:
Commercial Lending Estate Planning health insurance Insurance lending Retirement Planning

related to corporate, real estate, lending, and estate planning.... The associate is expected... to possess strong research, writing, organizational, and analytical skills. They will be responsible for practicing law in Alabama and will have opportunities for hands-on mentoring, client contact,...

Posted On Sep 28, 26
Full-time 2 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in Private Client Services is tasked with providing tax compliance and consulting services to high net-worth clients. Key responsibilities include: - Participating in tax and consulting engagements while enhancing...

Posted On Sep 28, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

experience to provide tax compliance and consulting services to high net-worth clients. Key responsibilities include: - Managing tax and consulting engagements to identify and address client needs, tax planning, and consulting opportunities. -... Working directly with clients and their...

Posted On Sep 28, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

address client needs, tax planning, and consulting opportunities. -... Provide executive presence and act as the primary client contact for preparation and presentation of issues and resolution to clients. - Review complex individual, trust, estate, S-Corp, foundation, partnership, and... gift...

Posted On Aug 24, 26
Full-time 2 views Experience : 1-8 yrs required
Practice Area:
Corporate - Contract Law Real Estate - Finance Real Estate- Commercial Transactions Finance - General Estate & Tax Planning Corporate - General Real Estate - General Trusts and Estates - General
Practice Area:
Corporate - Contract Law Real Estate - Finance Real Estate- Commercial Transactions Finance - General Estate & Tax Planning Corporate - General Real Estate - General Trusts and Estates - General

degree and membership in the Alabama State Bar. The ideal candidate will have experience in corporate, real estate, lending, and estate ... legal research and and review legal documents related to commercial clients on legal matters and ...

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