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Estate Planning Jobs in Richfield

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United States
Posted On Sep 20, 26
Full-time 2 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Insurance Probate Software trusts Wills Wrongful Death
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Insurance Probate Software trusts Wills Wrongful Death

in the probate and estate planning areas of practice.... This position involves communication with clients, courts, and attorneys. The ideal candidate will have above-average attention to detail and excellent written and verbal communication skills. Although experience is preferred, the law...

Posted On Jul 30, 26
Full-time
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Guardianship health insurance pleadings Probate Software
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Guardianship health insurance pleadings Probate Software

Title: Legal Assistant - Probate Department Job Responsibilities: - Assist with probate proceedings by preparing and filing court documents. - Support trust administration tasks, including asset tracking, beneficiary correspondence, and document organization. - Draft, format, and proofread legal briefs, pleadings, and correspondence. - Maintain case...

Posted On Aug 26, 26
Full-time 6 views Experience : 5-10 yrs required
Practice Area:
Tax - M&A and Transactions Real Estate - Tax Tax - Federal Tax - General Tax - State & Local
Job Tags:
Estate Planning Taxation
Practice Area:
Tax - M&A and Transactions Real Estate - Tax Tax - Federal Tax - General Tax - State & Local
Job Tags:
Estate Planning Taxation

will engage in sophisticated and challenging tax work for clients across the nation. The primary responsibilities include: - Structuring business entities and real estate investment vehicles. - Succession planning... for closely held businesses. -... Engaging in substantial corporate and transactional tax work. - Providing...

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...

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...

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...

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...

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

high net-worth clients. The role involves managing tax and consulting engagements, identifying client needs, and exploring tax planning and consulting opportunities. The... manager works directly with clients and their advisors to collect necessary information for preparing tax returns. They re...

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...

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

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...

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...

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...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Real Estate - Tax Tax - M&A and Transactions Corporate - M&A Corporate - General Tax - General
Job Tags:
acquisitions agreements Business Law corporate transactions due diligence Estate Planning finance health insurance Insurance Joint Ventures Litigation LLC Mergers and Acquisitions operating agreements partnerships Profit Sharing Secured lending Taxation
Practice Area:
Real Estate - Tax Tax - M&A and Transactions Corporate - M&A Corporate - General Tax - General
Job Tags:
acquisitions agreements Business Law corporate transactions due diligence Estate Planning finance health insurance Insurance Joint Ventures Litigation LLC Mergers and Acquisitions operating agreements partnerships Profit Sharing Secured lending Taxation

variety of responsibilities, mainly revolving around providing comprehensive tax planning, compliance, and advisory services... to clients. Key responsibilities include: - Leading tax advice and strategic planning for real estate transactions,... such as acquisitions,... dispositions, like-kind exchanges, UPREITs, low-income housing, historic rehabil...

Posted On Sep 30, 26
Full-time 83 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Probate
Job Tags:
Business Law Estate Planning family Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate
Job Tags:
Business Law Estate Planning family Probate trusts Wills

5 years’ experience in estate planning and probate law.... offers a competitive salary, commensurate with experience, and an excellent benefits package. **Trusts and Estate Planning Attorney** **Members Only,**,... a business law firm near Cleveland, Ohio is seeking an exp...

Posted On Sep 30, 26
Full-time 6 views Experience : Min 10 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family Guardianship Insurance Probate trusts Wills
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family Guardianship Insurance Probate trusts Wills

Job Title: Probate & Estate Planning Paralegal Job Responsibilities: - The... Probate & Estate Planning Paralegal is tasked... includes all facets of estate planning, estate administration, guardianship,... and trust administration. - Responsibilities involve drafting legal documents, managing client files, coordinating with courts and...

Posted On Aug 14, 26
Full-time 172 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
Estate Planning Insurance
Practice Area:
Estate & Tax Planning
Job Tags:
Estate Planning Insurance

Estate Planning Partner The candidate... excellent client service. Significant estate planning experience with high-net-worth... individuals, their families and their businesses required. Strength in income, gift, estate, and generation-skipping tax planning... and working familiarity with... busi...

Associate Attorney

Recruiter • **Members Only** Independence, OH

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Posted On Aug 16, 26
Full-time 19 views Experience : 1-3 yrs required
Practice Area:
Elder Law Estate & Tax Planning Nonprofit / Charities Law Guardianship and Conservatorship Trusts and Estates - General
Practice Area:
Elder Law Estate & Tax Planning Nonprofit / Charities Law Guardianship and Conservatorship Trusts and Estates - General

Law, Special Needs Planning, Estate Planning, Probate, and Public... client legal matters, including advising and preparing estate planning documents for older... adults and families of individuals with clients on public benefits eligibility and implement plans to achieve elig...

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