Estate Tax Jobs in Racine

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Posted On Jul 29, 26
Full-time 1 views Experience : Min 3 yrs required

clients and the attorney. - Maintain accurate and up-to-date client records, ensuring all notes and documents are properly organized and filed. - Collaborate with the attorney to prepare, review, and revise estate and elder law planning... documents and communications, including trusts, wil...

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Posted On Sep 02, 26
Full-time Experience : Min 3 yrs required

Title: Legal Assistant Job Responsibilities: Client-Facing & Reception - Serve as the first point of contact for clients by answering phones, greeting visitors, scheduling appointments, and ensuring every client interaction reflects the law firm’s caring and professional culture. - Perform initial client intake and...

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Full-time 19 views Experience : Min 6 yrs required

Property Tax Attorney Job Description Law firm is... growing and nationally-recognized Property Tax team within the Real... Estate section. The Attorney will... litigation work involving property tax assessments. Job Responsibilities - Reviewing property... tax assessments. - Preparing and filing... appeals of real property tax assessments. - Working with appraisers......

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Full-time 69 views Experience : Min 7 yrs required

Job Title: Attorney – Estate Planning Job Responsibilities: - Develop and... implement advanced estate planning strategies, including but... not limited to SLATs (Spousal Lifetime Access Trusts), GRATs (Grantor Retained Annuity Trusts), IDGTs (Intentionally Defective Grantor Trusts), CLTs (Charitable Lead Trusts), FLPs (Family...

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Full-time 118 views Experience : Min 10 yrs required

Offices Practice Area: Real Estate Open Date: Tuesday, July... 25, 2023 Job Function: Legal Job Description: The Position **Members Only.**’s growing Wealth Planning Practice is looking to add a Senior Wealth Planning attorney with at...

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Full-time 43 views Experience : Min 8 yrs required

Design and implement sophisticated estate plans for individual and... protection, and gift and estate tax issues. - Work primarily... with attorneys in the Financial Services & Capital Markets business unit. - Deliver high-quality, personalized service with strong attention to detail. - Demonstrate exceptional...

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Full-time 20 views Experience : Min 5 yrs required

the law firm, one of Wisconsin's leading law firms. The primary responsibilities include: - Drafting sophisticated estate plans for both taxable... and non-taxable estates. - Administering estates and trusts post-death. - Providing exceptional client service in partnership with a team of professionals. - Collab...

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Full-time 14 views Experience : Min 7 yrs required

to join their team in either the Milwaukee or Brookfield, WI office. The ideal candidate must be licensed in Wisconsin and possess seven or more years of experience in customizing sophisticated estate plans, with a special... focus on planning for...

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

Job Title: Trust & Estate Planning Associate Job Responsibilities: The Trust... & Estate Planning Associate will support... a broad 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......

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Full-time Experience : Min 3 yrs required

Job Title: Estate Planning Associate Job Responsibilities: - Draft... wills, trusts, and other estate planning instruments. - Prepare and/or... transfer tax returns, including estate, gift, and generation-skipping transfer... as well as income tax returns for Trusts and... Provide advice and implement estate plans, including charitable planning,... tax...

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Full-time 7 views Experience : 4-8 yrs required

Responsibilities: - Engage in sophisticated estate planning and drafting, ensuring... documentation. - Manage trust and estate administration, overseeing the execution... of clients' estate plans and ensuring compliance... with legal standards. - Handle estate and gift tax matters,... strategic advice to minimize tax liabilities for clients. - Develop......

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Full-time 1 views Experience : 2-5 yrs required

of tasks associated with estate planning, trust administration, and... and resolve issues related to marital property disputes, guardianships, trust modification and reformation, as well as tax and wealth transfer planning.... The associate will work closely with clients to understand thei...

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Full-time 2 views Experience : Min 1 yrs required

educate potential clients on estate and financial planning options -... Design and review individualized estate plans to ensure alignment... with client goals - Lead document signing appointments, explain plans clearly, and address client questions - Collaborate with attorneys, advisors, and staff to...

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Full-time Experience : Max 3 yrs required

Title: Associate Attorney Job Responsibilities: - Conduct legal research across case law, statutes, and regulations, and synthesize it into practical, usable recommendations. - Draft and revise briefs, memoranda, motions, and client documents, primarily in business law, probate, and litigation matters. - Support senior attorneys...

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Full-time 1 views Experience : Min 2 yrs required

Title: Associate Attorney Job Responsibilities: - Conduct legal research and analyze complex legal and business issues. - Draft, review, and revise legal documents, agreements, correspondence, memoranda, pleadings, and other work product. - Advise clients and provide practical, strategic solutions based on their goals and...

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Full-time 6 views Experience : Min 4 yrs required

Job Title: Tax Credit Associate Job Responsibilities: - Engage... in tax credit finance and development,... a focus on real estate finance and New Markets... Tax Credits. - Collaborate with a... diverse team to provide innovative solutions for clients with domestic and international operations. -...

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Full-time 1 views Experience : Min 8 yrs required

Job Title: Tax Credit Senior Counsel Job Responsibilities: The... Tax Credit Senior Counsel will... in the area of tax credit finance and development.... have experience with real estate finance and New Markets... Tax Credits. Responsibilities include advising... clients on tax credit transactions, drafting and......

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Posted On Aug 18, 26
Full-time 8 views Experience : Min 10 yrs required

Job Title: Tax Senior Manager - Real... Estate Job Responsibilities: - Lead and manage... complex real estate tax compliance and consulting... engagements,... providing proactive guidance on tax strategies and industry trends. -... Mentor and develop team members through coaching, training, and performance feedback. -...

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Posted On Aug 18, 26
Full-time 11 views Experience : Min 10 yrs required

Job Title: Tax Senior Manager - Real... Estate Job Responsibilities: - Lead and... manage complex real estate tax compliance and consulting... engagements,... providing proactive guidance on tax strategies and industry trends.... - Mentor and develop team members through coaching, training, and...

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Posted On Jun 26, 26
Full-time 1 views Experience : 3-8 yrs required

law firm seeks a Tax Credit Associate in Milwaukee,... least four years of tax credit experience, with a... focus on real estate finance and New Markets... Tax Credits. Candidates in St.... is clients on tax credit finance and development......

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