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Fiduciary Jobs in Madison

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United States
Posted On Sep 06, 26
Full-time 2 views Experience : 1-4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action Business Law equity Estate and Trust Estate Planning fiduciary gift tax Insurance Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action Business Law equity Estate and Trust Estate Planning fiduciary gift tax Insurance Probate

Title: Trust & Estate Planning Associate Job Responsibilities: The Trust & Estate Planning Associate will be responsible for supporting a wide range of estate planning and administration matters. Key duties include: - Assisting with the drafting of estate planning and business succession documents...

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Posted On Sep 05, 26
Full-time 138 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts

Wealth Planning Attorney Job ID: 1698 Position: Attorney Location: Multiple 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...

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Posted On Jul 24, 26
Full-time 30 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning LLC Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning LLC Probate

Title: Estate Settlement & Estate Planning Paralegal Job Responsibilities: - Support the estate planning and estate settlement practices, focusing primarily on probate and trust administration. - Collaborate closely with attorneys, senior paralegals, and clients to manage estate matters efficiently from initial intake through...

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Posted On Sep 09, 26
Full-time 6 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Title: Private Wealth Senior Counsel Job Responsibilities: - Design and implement sophisticated estate plans. - Assist individual and business clients with various aspects of wealth management. - Address asset protection and gift and estate tax issues. - Collaborate primarily with attorneys within the Financial Services...

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Posted On Sep 09, 26
Full-time 6 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

Title: Private Wealth Associate Job Responsibilities: The Private Wealth Associate 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...

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Posted On Jul 02, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Software Transportation trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Software Transportation trusts

Title: Legal Assistant/Paralegal Job Responsibilities: - Manage the attorney's calendar and handle phone calls, acting as the attorney's "gatekeeper". - Greet clients and assist them as necessary. - Print and organize estate planning portfolios. - Research legal descriptions, draft deeds, and complete transfer tax returns. -...

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Posted On Aug 04, 26
Full-time 4 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Identity Theft Insurance Retirement Planning trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Identity Theft Insurance Retirement Planning trusts Wills

TITLE: Estate Planning Attorney JOB RESPONSIBILITIES: - Assist clients in designing estate plans that align with their goals and budgets. - Conduct client meetings to gather information, understand client concerns, and explain planning options. - Draft timely and accurate estate...

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Posted On Sep 01, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning Financial Institutions health insurance Insurance LLC Probate Securities trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning Financial Institutions health insurance Insurance LLC Probate Securities trusts Wills

Title: Paralegal – Estate Planning, Probate & Trust Administration Job Description: A law firm is seeking a highly motivated and detail-oriented paralegal to join the Estate Planning team. This position requires at least 5 years of experience, excellent client service and...

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Posted On Aug 04, 26
Full-time 95 views Experience : Min 10 yrs required
Practice Area:
Corporate - General
Job Tags:
agreements Business Law corporate governance emerging companies emerging company equity fiduciary duty finance Intellectual Property invention life sciences M&A Privacy Software stage Venture Capital
Practice Area:
Corporate - General
Job Tags:
agreements Business Law corporate governance emerging companies emerging company equity fiduciary duty finance Intellectual Property invention life sciences M&A Privacy Software stage Venture Capital

Attorney Duties: Counsel emerging company startups on a variety of early-stage issues, including founder issues, funding strategy, and employment and consulting matters. Maintain knowledge of market terms for venture capital transactions. Prepare and negotiate Series AA through Series D investment-related...

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Posted On Sep 05, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - M&A and Transactions Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - M&A and Transactions Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts

Title: Tax Attorney – Nonprofit & Tax-Exempt Organization Job Responsibilities: Nonprofit Tax Advisory & Compliance: - Advise nonprofit and tax-exempt clients on §501(c) status and ongoing compliance. - Provide guidance on IRS filings, including Form 1023 and Form 990. - Counsel on unrelated business taxable...

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Posted On Sep 08, 26
Full-time Experience : 8-10 yrs required
Job Tags:
brokers Business Law COBRA employee benefits Employee Health ERISA fiduciary finance HIPAA information technology Insurance Litigation Partnership partnerships Qualified Retirement Plans regulatory compliance renewals wage and hour
Job Tags:
brokers Business Law COBRA employee benefits Employee Health ERISA fiduciary finance HIPAA information technology Insurance Litigation Partnership partnerships Qualified Retirement Plans regulatory compliance renewals wage and hour

Title: Associate Director of Benefits & Payroll Job Responsibilities: The Associate Director of Benefits & Payroll at the law firm serves as a senior subject matter expert for employee benefits, payroll, retirement, and well-being programs. The position reports to the Senior Director...

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Posted On Aug 25, 26
Full-time 2 views Experience : 1-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

OverviewA law firm seeks a Trust and Estate Planning Associate with 1-4 years of relevant experience to join its Estate Planning Practice Group in Madison, WI. The associate will engage in a variety of estate planning and administration tasks, supporting...

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