Estate Planning Jobs in Madison

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United States
Full-time 4 views Experience : 2-5 yrs required

JOB TITLE: Estate Planning Attorney JOB RESPONSIBILITIES:... Assist clients in designing estate plans that align with... client concerns, and explain planning options. - Draft timely... and accurate estate planning documents, including wills,... basic... legal advice on retirement planning, charitable giving strategies, and......

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Full-time 2 views Experience : 1-4 yrs required

Job Title: Trust & Estate Planning Associate Job Responsibilities: The Trust... & Estate Planning Associate will be... a wide range of estate planning and administration matters.... with the drafting of estate planning and business succession... owners. - Supporting income, gift, estate, and generation-skipping transfer tax... planning...

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Posted On Jul 24, 26
Full-time 30 views Experience : 2-5 yrs required

Job Title: Estate Settlement & Estate Planning... Paralegal Job Responsibilities: - Support the estate planning and estate settlement... practices, focusing primarily on probate and and clients to manage estate matters efficiently from initial... deadlines effectively, ensuring all estate matters progress smoothly and......

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Posted On Sep 01, 26
Full-time Experience : Min 5 yrs required

Job Title: Paralegal – Estate Planning, Probate & Trust... paralegal to join the Estate Planning team. This position... requires at least 5 years of experience, excellent client service and communication skills, high-level organization skills, and the ability to manage multiple...

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Full-time 6 views Experience : Min 8 yrs required

Design and implement sophisticated estate plans. - Assist individual and... protection and gift and estate tax issues. - Collaborate primarily... with attorneys within the Financial Services & Capital Markets business unit. - Maintain strong attention to detail and provide high-quality, personalized service. - Handle...

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Full-time 24 views Experience : Min 4 yrs required

Job Title: Real Estate Midlevel Associate Job Responsibilities: The Real... Estate Midlevel Associate will engage... tasks within the Real Estate Practice. The candidate is... management - Engaging in real estate development - Handling real estate... financing transactions - Managing real......

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Posted On Jul 02, 26
Full-time 4 views

clients and assist them as necessary. - Print and organize estate planning portfolios. - Research legal... descriptions, draft deeds, and complete transfer tax returns. - Complete beneficiary designation forms for client insurance products, annuities, bank accounts, brokerage accounts, and retirement plans. - Draft c...

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Full-time 6 views Experience : 4-8 yrs required

will engage in sophisticated estate planning and drafting, trust... and estate administration, estate and gift... tax, and charitable planning. The successful candidate will... be required to work with attorneys across various offices within the law firm's Financial Services & Capital...

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Full-time 138 views Experience : Min 10 yrs required

Senior Wealth Planning Attorney Job ID: 1698... Offices Practice Area: Real Estate Open Date: Tuesday, July... Friedrich LLP’s growing Wealth Planning Practice is looking to... add a Senior Wealth Planning attorney with at least... 10 years of experience to any...

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Posted On Aug 20, 26
Full-time 1 views

Work with clients and their advisors to gather necessary information for tax return preparation. - Prepare complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both Federal and State jurisdictions, demonstrating the ability to follow instructions and active...

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Posted On Aug 20, 26
Full-time 2 views

with various critical duties aimed at providing comprehensive tax compliance and consulting services to high-net-worth clients. The responsibilities include managing tax and consulting engagements, identifying and addressing client needs, and exploring tax planning and consulting opportunities. The... role requires...

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Full-time 1 views Experience : 1-5 yrs required

Title: Associate Attorney Job Responsibilities: The Associate Attorney will primarily focus on school law, engaging with public schools, higher education institutions, municipalities, and private/non-profit entities. The role involves handling a broad spectrum of transactional and litigation matters. The responsibilities include: - Collaborating with...

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Full-time Experience : 3-8 yrs required

Title: Oil & Gas Attorney (3-8+ Years Experience) Job Responsibilities: The Oil & Gas Attorney will specialize in examining the title to real property, focusing on oil and gas title examination. Responsibilities include: - Examining title records and determining ownership...

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Full-time 1 views Experience : Min 10 yrs required

for advising banks and non-bank financial institutions on federal and state banking laws and regulations. Responsibilities include: - Counseling clients on regulatory compliance, consumer compliance, capital planning, governance, examinations, enforcement matters,... vendor management, payment systems, and risk management. - Assisting clients...

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Posted On Sep 06, 26
Full-time Experience : Min 5 yrs required

for specific practice groups, including Finance, Real Estate, Environmental, Insurance, and Government... Solutions, as well as the lobbying team. - Develop and maintain customized pitches, proposals, RFP responses, presentations, and other client-facing marketing materials. - Conduct in-depth research on clients, markets, industries,...

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Posted On Aug 20, 26
Full-time 2 views Experience : Min 5 yrs required

background and professional expertise to deliver 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. -... Collaborating directly with clients...

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Posted On Aug 20, 26
Full-time 2 views Experience : Min 3 yrs required

addressing client needs, tax planning, and consulting opportunities. - Work... directly with clients and their advisors to gather information needed to prepare tax returns. - Develop an understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both...

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Posted On Aug 21, 26
Full-time

by providing coaching, education, training, content, and practical resources to help estate planning attorneys build successful... law practices. The key responsibilities include: - Providing one-on-one and group coaching, training, and educational programming on topics such as marketing, client acquisition, law...

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Posted On Aug 25, 26
Full-time 2 views Experience : 1-10 yrs required

seeks a Trust and Estate Planning Associate with 1-4... experience to join its Estate Planning Practice Group in... in a variety of estate planning and administration tasks,... individuals and business estate planning and business succession... planning analyses, including income, gift, estate, and gen...

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