Estate Tax Jobs in Gig Harbor

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United States
Full-time 1 views

Title: Associate Attorney Job Responsibilities: - Create legal documents, including correspondence, briefs, motions, pleadings, contracts, affidavits, and settlement agreements for contract negotiations and proceedings. - Keep files organized to ensure the most recent updates are accessible to other attorneys, paralegals, and staff. - Review...

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Full-time 1 views Experience : 3-7 yrs required

to clients, focusing on estate planning, asset protection, and... legal documents, and ensuring compliance with relevant laws and regulations. Job Responsibilities: Client Consultation and Advisory: - Perform consultations providing information to clients regarding legal business issues. - Consult with clients on estate pl...

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Posted On Aug 03, 26
Full-time 1 views Experience : 3-4 yrs required

Title: Paralegal Job Responsibilities: The primary purpose of the Paralegal position is to assist and relieve attorneys of administrative and clerical duties, ensuring efficient operation and high levels of client satisfaction. This role encompasses various responsibilities, including: Client Interaction: - Assigning and answering client-submitted...

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Posted On Sep 15, 26
Full-time 3 views Experience : 15-20 yrs required

Job Title: Private Wealth Tax Principal Job Responsibilities: -... entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple... engagements delivering proactive tax planning and strategic consulting,... including federal, estat...

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Full-time 3 views

Job Title: Estate Planning Attorney Job Responsibilities:... Draft and implement advanced estate planning documents such as... clients, families, closely-held businesses, private foundations, and fiduciaries. - Collaborate with professional advisors and other advanced estate planning attorneys from other... jurisdictions on soph...

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Full-time 2 views Experience : 4-6 yrs required

Group. The primary responsibilities include: - Assisting individuals and families with sophisticated estate and tax planning techniques.... - Creating and administering family offices. - Administering, decanting, and modifying trusts. - Administering complex estates. - Planning with respect to business in...

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Full-time 2 views Experience : Min 6 yrs required

We Are At Company, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management company with over $15...

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Full-time 13 views Experience : Min 4 yrs required

Job Title: Estate Planning and Probate Associate... Job Responsibilities: The Estate Planning and Probate Associate... will be responsible for a variety of - Drafting and reviewing estate planning documents such as... administration, which involves preparing estate pleadings, identifying assets and......

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Full-time 18 views Experience : Min 5 yrs required

legal services related to estate planning, probate, and trust... and estate administration. Key responsibilities include: -... Preparing estate and gift tax returns. -... Conducting legal research and drafting legal documents. - Communicating effectively with high net worth clientele, demonstrating professionalism, judgment, and mot...

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Full-time 2 views

Job Title Estate and Document Attorney Job Responsibilities... - Assist the tax and wealth management teams... with estate planning on a non-exclusive... Legal Directors to provide estate planning services for clients.... or in-person to confirm estate planning needs. - Prepare... typical estate planning documents, including...

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Full-time 7 views Experience : 3-6 yrs required

business owners and executives, corporate fiduciaries, and charitable organizations. Key responsibilities include: - Engaging in estate and tax planning activities.... - Advising clients on legal matters related to trusts and estates. - Collaborating with clients to develop strategies for a...

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Full-time 2 views

practice areas, which include estate planning, probate and trust... administration, marital and cohabitation agreements, special needs trusts, and long-term care planning. The role involves engaging in warm and personable client interactions, delivering high-quality legal work, and contributing to a friendly...

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Full-time 4 views Experience : Min 3 yrs required

will lead the Tribal Estate Planning and Legal Access... Fellowship at a reputed firm within the department. This role encompasses mentorship, community engagement, and direct legal service. Key responsibilities include: - Designing and supervising the Tribal Estate Planning and Legal Access......

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Full-time 8 views Experience : 7-8 yrs required

Job Title: Associate - Tax Credit Finance Job Responsibilities: The Associate... in Tax Credit Finance will be... historic and new markets tax credits. Key responsibilities include: -... the initial structuring of tax credit transactions. - Reviewing financial... projections related to tax credit finance. - Negotiating both... tax...

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Posted On Aug 13, 26
Full-time 3 views Experience : 2-8 yrs required

firm seeks an experienced Estate Planning and Administration Attorney... role involves designing custom estate plans and facilitating estate... administration effectively with... clients and clients on estate planning estate plans... using wil...

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