Fiduciary Jobs in Utah

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United States
Full-time Experience : 3-5 yrs required

Title: Attorney Job Responsibilities: - Meet with and retain potential clients to build and maintain a strong client base. - Independently manage a large caseload, ensuring all cases move efficiently through the legal process. - Analyze the probable outcomes of cases to develop informed...

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Full-time Experience : 3-7 yrs required

Title: Attorney - Litigation Job Responsibilities: The attorney will primarily assist with litigation matters focused on real estate litigation, divorce and family law, and probate/trust litigation. The candidate is expected to be client-focused, willing to learn, and interested in engaging in more...

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Full-time 2 views Experience : 1-3 yrs required

Title: Estate Planning Attorney Job Responsibilities: - Client Consultation: - Draft and consult with clients on living trusts and estate plans, primarily through phone consultations with clients nationwide. - Meet with prospective clients to design estate plans and...

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Posted On Sep 04, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Legal Assistant - Estate Planning Job Responsibilities: - Maintain hardcopy and electronic client files to ensure organization and accessibility. - Draft estate planning documents, including wills, trusts, certificates of trusts, powers of attorney, health care directives, and tangible personal property lists. - Research...

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Posted On Sep 01, 26
Full-time Experience : 1-3 yrs required

Title: Legal Assistant Job Responsibilities: - Work within the family law, personal injury, estate planning, and probate practice groups. - Handle various administrative duties such as answering phones and managing attorney calendars. - Assist attorneys in preparation for court hearings. Education and Experience Information: - The...

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

Title: Estate Planning Attorney Job Purpose: The primary purpose of this position is to provide expert legal advice and services related to estate planning. This includes drafting living trusts, wills, and other essential estate planning documents. The role requires working closely with...

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

Title: Estate Planning Attorney Job Responsibilities: - Client Consultation: - Draft and consult with clients on living trusts and estate plans, primarily conducted by phone with clients nationwide. - Meet with prospective clients to design estate plans and offer services. - Consult...

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Full-time Experience : 1-3 yrs required

Title: Estate Planning Attorney Job Responsibilities: Client Consultation: - Draft and consult with clients on living trusts and estate plans, primarily via phone with clients nationwide. - Meet with prospective clients to design estate plans and offer services. - Consult with existing clients over the...

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Full-time

Title: Estate Planning Attorney Job Responsibilities: - Advise clients on a broad range of estate planning and wealth transfer matters. - Draft and review estate planning documents, including wills, trusts, powers of attorney, and advance health care directives. - Counsel clients on tax-efficient estate...

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Full-time 4 views Experience : 1-3 yrs required

intake through resolution. - Handle cases involving will contests, challenges to trust validity, breach of fiduciary duty claims, and disputes... involving trustees, executors, and personal representatives. - Oversee trust and estate accountings, surcharge actions, and beneficiary disputes. - Manage guardianship and conservatorship cont...

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Full-time 9 views Experience : Min 5 yrs required

Job Title: Fiduciary Litigation Associate (5+ years);... firm's tax department. The primary responsibilities include: - Assisting with fiduciary litigation cases, which involves... handling legal disputes related to trusts and estates. - Creating, drafting, and implementing sophisticated wealth transfer plans for high-net-worth indi...

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Full-time 8 views Experience : Min 5 yrs required

Title: Private Client Services Mid-Level Associate Job Responsibilities: The Private Client Services Mid-Level Associate will be responsible for a range of duties within the Private Client Services group. The primary responsibilities include: - Estate Planning: Provide comprehensive estate planning services to clients, ensuring...

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Full-time 373 views Experience : 3-4 yrs required 6 applications

Attorney The candidate should be Utah or Nevada licensed attorney with 3-4 years of experience. Should preferably have experience in sophisticated Business/Transactional Law and/or Estate Planning. Should have a distinguished academic background or relevant law firm experience. Firm management experience...

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Full-time 9 views Experience : Min 5 yrs required

Title: Tax Attorney – Nonprofit & Tax-Exempt Organization Job Responsibilities: 1. 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...

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Full-time 3 views Experience : Min 5 yrs required

CPAs to provide expert advice on gift, estate, GST, and income tax issues, as well as fiduciary accounting matters. The role... involves both billable and non-billable work, focusing on delivering high-quality service to clients and their advisors. Specific responsibilities include:...

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Posted On Aug 17, 26
Full-time 3 views

planning, wealth transfer planning, and tax compliance. - Manage and oversee the engagement team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary Taxation. Responsibilities include planning... and executing client tax engagements. - Collaborate wit...

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Posted On Aug 17, 26
Full-time 1 views Experience : Min 5 yrs required

and tax compliance. - Manage and oversee the engagement team focused on Partnership, S corporation, or C Corporation as well as Individual and Fiduciary taxation. This includes the... planning and execution of client tax engagements. - Collaborate with specialists...

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Posted On Aug 18, 26
Full-time Experience : 1-8 yrs required

OverviewA law firm seeks an experienced Estate Planning Attorney to join its Salt Lake City, Utah office. This role offers the opportunity to work directly with clients on sophisticated estate planning matters and become an integral part of a collaborative...

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