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Gift Tax Jobs in Fox Point

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United States
Posted On Sep 16, 26
Full-time 3 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer

well as top wealth management advisors, to create comprehensive plans and deliver thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth clients. Focus areas include estate planning, wealth transfer, business succession, tax mitigation, and executive compensation... strategies. - Asse...

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Posted On Sep 23, 26
Full-time 69 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
banking Business Law construction creditors Estate Planning estates family Family Law gift tax inheritance Insurance Labor and Employment Litigation Mergers and Acquisitions private equity Probate shareholders trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
banking Business Law construction creditors Estate Planning estates family Family Law gift tax inheritance Insurance Labor and Employment Litigation Mergers and Acquisitions private equity Probate shareholders trusts wealth transfer Wills

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 Limited...

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Posted On Sep 15, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
asset management estate tax estates fiduciary Financial Institutions gift tax Probate Software
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
asset management estate tax estates fiduciary Financial Institutions gift tax Probate Software

Title: Paralegal Job Responsibilities: - Probate Administration: Responsible for managing all aspects of opening and closing probate proceedings. This includes preparing and filing court petitions, inventories, accountings, and other related documents. - Trust Administration: Assist in the administration of trusts following a death,...

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Posted On Sep 05, 26
Full-time 118 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 Sep 09, 26
Full-time 7 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

and estate administration, overseeing the execution of clients' estate plans and ensuring compliance with legal standards. - Handle estate and gift tax matters, providing strategic... advice to minimize tax liabilities for clients. - Develop... and implement charitable planning strategies to meet...

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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

planning and administration matters. Key responsibilities include: - Assisting with the drafting of estate planning and business succession documents for high-net-worth individuals and business owners. - Supporting income, gift, estate, and generation-skipping transfer... tax planning analyses. - Contributing to... charitable planning and ta...

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Posted On Sep 10, 26
Full-time 14 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
artificial intelligence Business Law estates family fiduciary Labor and Employment Litigation LLC Practice of Law trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
artificial intelligence Business Law estates family fiduciary Labor and Employment Litigation LLC Practice of Law trusts

and Estates Attorney Job Category: Attorney Requisition Number: TRUST001246 Posting Details - Posted: April 7, 2026 - Full-Time - Hybrid Job Details Description The law firm is seeking a trusts and estates attorney to join their team in either the Milwaukee...

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Posted On Sep 09, 26
Full-time 44 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

aspects of wealth management, asset 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 judgment and effectively han...

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Posted On Aug 27, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Americans with Disabilities Act Estate Planning estates fiduciary litigation Marital Property trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Americans with Disabilities Act Estate Planning estates fiduciary litigation Marital Property trusts wealth transfer

fiduciary litigation. The role requires the candidate to manage 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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Posted On Aug 30, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts Wills

tax returns, including estate, gift, and generation-skipping transfer taxes,... as well as income tax returns for Trusts and... and implement estate plans, including charitable planning, business succession planning, and income tax planning. - Assist with the... administration of estates and trusts....

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Posted On Sep 09, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
employee benefits Estate Planning estates family health insurance LLC Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
employee benefits Estate Planning estates family health insurance LLC Probate trusts

estate planning and trust administration. We value proactive individuals who can work independently, anticipate needs, and contribute meaningfully to our team’s success. Our Team: Law firm is dedicated to providing premier estate and tax services to families, individuals,... and business owners. We...

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Posted On Sep 09, 26
Full-time 20 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estates Partnership trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estates Partnership trusts

& Estates Attorney Job Title Trusts & Estates Attorney Job Responsibilities The Trusts & Estates Attorney will become a part of the Trusts and Estates team at the law firm, one of Wisconsin's leading law firms. The primary responsibilities include: - Drafting sophisticated estate plans...

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Posted On Sep 28, 26
Full-time 1 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... of skills to deliver tax compliance and consulting services... This role involves managing tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities.... Tax...

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Posted On Sep 28, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Senior, Private Client Services... Responsibilities: - Participate in tax and consulting engagements, enhancing... gather necessary information for tax return preparation. - Prepare... S-Corp, foundation, partnership, and gift tax returns for both... Federal... and State jurisdictions, demonstrating the...

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Posted On Sep 28, 26
Full-time 2 views Experience : Min 3 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: A Tax Experienced Senior in Private... professional experience to offer tax compliance and consulting services... role involves: - Participating in tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities. -......

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Posted On Sep 28, 26
Full-time 2 views Experience : Min 10 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: A Tax Managing Director in Private... professional experience to offer tax compliance and consulting services... to high net-worth clients. The role involves a Key responsibilities include: - Leading tax and consulting engagements and......

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Posted On Aug 25, 26
Full-time 1 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

Planning Practice Group in Milwaukee, WI. The associate will engage in a variety of estate planning and administration tasks, supporting high-net-worth individuals and business estate planning and business succession tax planning analyses for income,... gift, estate, and generati...

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