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Fiduciary Jobs in West Valley City

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United States
Posted On Aug 26, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Probate special projects Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Probate special projects Wills

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...

Posted On Sep 02, 26
Full-time 9 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer

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...

Posted On Sep 12, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing

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...

Posted On Jun 22, 26
Full-time 23 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning

Planning Legal Secretary Job Title: Estate Planning Legal Secretary Job Responsibilities: - Provide legal secretarial support in the Estate Planning department. - Utilize prior estate planning experience to manage tasks effectively. - Demonstrate proficiency in MS Office Suite for various tasks. - Engage in strong word...

Posted On Jul 09, 26
Full-time 13 views Experience : 2-5 yrs required
Practice Area:
Tax - State & Local Tax - International Tax-General Practice (Transaction) Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
employee benefits Estate Planning Ethics Partnership Taxation
Practice Area:
Tax - State & Local Tax - International Tax-General Practice (Transaction) Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
employee benefits Estate Planning Ethics Partnership Taxation

Title: Associate Attorney (Tax & Estate Planning) Job Responsibilities: The Associate Attorney in the Tax & Estate Planning practice group is expected to engage in various legal activities related to tax and estate planning. The responsibilities include: - Providing legal counsel and services...

Posted On Jul 15, 26
Full-time 1 views Experience : 3-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection creditors equity lawsuit trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection creditors equity lawsuit trusts

Title: Asset Protection Specialist Job Responsibilities: - Develop and implement effective asset protection strategies for clients, particularly those at high risk of lawsuits such as business owners, medical professionals, and real estate investors. - Advise clients on the appropriate legal structures for their...

Posted On Aug 19, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning gift tax Insurance Probate trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning gift tax Insurance Probate trusts wealth transfer Wills

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...

Posted On Aug 26, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Probate special projects Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Probate special projects Wills

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...

Posted On Sep 04, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax gift tax Insurance Personal Property pleadings Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax gift tax Insurance Personal Property pleadings Probate Software trusts Wills

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...

Posted On Sep 08, 26
Full-time 1 views Experience : 3-7 yrs required
Practice Area:
Divorce Law Litigation - Real Estate - Defense Litigation - Trusts & Estates - Defense Probate
Job Tags:
divorce Family Law health insurance Litigation Probate real estate litigation
Practice Area:
Divorce Law Litigation - Real Estate - Defense Litigation - Trusts & Estates - Defense Probate
Job Tags:
divorce Family Law health insurance Litigation Probate real estate litigation

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...

Posted On Jun 15, 26
Full-time 4 views Experience : 5-10 yrs required
Practice Area:
ERISA/Executive Compensation - Litigation - Defense
Job Tags:
acquisitions corporate transactions due diligence employee benefits Employment Law ERISA ERISA compliance ERISA litigation fiduciary Insurance Litigation mergers wealth management
Practice Area:
ERISA/Executive Compensation - Litigation - Defense
Job Tags:
acquisitions corporate transactions due diligence employee benefits Employment Law ERISA ERISA compliance ERISA litigation fiduciary Insurance Litigation mergers wealth management

compliance, employee benefits plans, fiduciary responsibilities, and related regulations.... This involves advising clients on complex legal issues related to employee benefits and ensuring that their practices align with current laws and regulations. - Litigation and Dispute Resolution: Represent clients in ERISA...

Posted On Sep 02, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
Corporation Equal Employment Opportunity Commission Equal Pay Act estate tax family fiduciary gift tax indemnity Partnership private client Software Taxation wealth transfer
Job Tags:
Corporation Equal Employment Opportunity Commission Equal Pay Act estate tax family fiduciary gift tax indemnity Partnership private client Software Taxation wealth transfer

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:...

Posted On Sep 18, 26
Full-time 4 views
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

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...

Posted On Sep 05, 26
Full-time 9 views Experience : Min 5 yrs required
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts

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...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

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...

Posted On Sep 11, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

engagements that span individual, fiduciary, partnership, closely held corporation,... estate, and gift tax matters. Review tax research and workpapers, support the preparation of tax returns, and help prepare for client meetings tied to compliance and consulting projects. Contribute to tax...

Posted On Aug 11, 26
Full-time 4 views Experience : 3-20 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning Litigation - Trusts & Estates - Defense
Practice Area:
Trusts and Estates - General Estate & Tax Planning Litigation - Trusts & Estates - Defense

years of experience in fiduciary litigation and estate planning... City, Utah. The role involves assisting with fiduciary litigation cases, creating sophisticated... wealth transfer plans for high-net-worth individuals, and collaborating on complex estate and trust administration with fiduciary litigation cases....

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