Gift Tax Jobs in Lynnwood

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Posted On Sep 15, 26
Full-time 10 views Experience : Min 15 yrs required

Job Title: Private Wealth Tax Principal Job Responsibilities: - Lead compliance... investment entities. - Perform technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Lead multiple engagements... delivering proactive tax planning and strategic consulting,... including federal, estate, g...

Full-time 2 views Experience : 4-6 yrs required

Group. The primary responsibilities include: - Assisting individuals and families with sophisticated estate and tax planning techniques. - Creating... and administering family offices. - Administering, decanting, and modifying trusts. - Administering complex estates. - Planning with respect to business in...

Full-time 3 views

Title: Estate Planning Attorney Job Responsibilities: - Draft and implement advanced estate planning documents such as wills, revocable and irrevocable trusts, ILITs, GRATs, IDGTs, SLATs, family limited partnerships/LLCs, and other complex planning instruments. - Advise clients, families, closely-held businesses, private...

Full-time 2 views Experience : Min 6 yrs required

We Are At Company, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management company with over $15...

Full-time 18 views Experience : Min 5 yrs required

legal services related to estate planning, probate, and trust and estate administration. Key responsibilities include: - Preparing estate and gift tax returns. - Conducting legal... research and drafting legal documents. - Communicating effectively with high net worth clientele, demonstrating professionalism, judgment, and mot...

Full-time 13 views Experience : Min 4 yrs required

Title: Estate Planning and Probate Associate Job Responsibilities: The Estate Planning and Probate Associate will be responsible for a variety of tasks within the Trusts and Estates practice. These responsibilities include: - Drafting and reviewing estate planning documents such as...

Posted On Sep 03, 26
Full-time 4 views Experience : Min 3 yrs required

Title: Paralegal Job Responsibilities: As a Probate Paralegal within the law firm's Private Client Services group, the candidate is expected to fulfill various responsibilities aimed at supporting the legal team and clients effectively. The primary duties include: - Maintaining positive client contact and...

Full-time 7 views Experience : 3-6 yrs required

business owners and executives, corporate fiduciaries, and charitable organizations. Key responsibilities include: - Engaging in estate and tax planning activities. - Advising... clients on legal matters related to trusts and estates. - Collaborating with clients to develop strategies for a...

Posted On Jul 08, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Trust and Estate Gift Program Manager Job Responsibilities: - Manage... the trust and estate gift program and serve as... a key resource for the department on all trust and estate matters. - Plan charitable strategies and manage donor relations. - Provide administrative oversight...

Full-time 2 views

Title: Associate Attorney Job Responsibilities: The Associate Attorney will perform a broad range of tasks across the law firm's practice areas, which include estate planning, probate and trust administration, marital and cohabitation agreements, special needs trusts, and long-term care planning. The role...

Full-time 2 views

Responsibilities - Assist the tax and wealth management teams... with estate planning on a non-exclusive basis. - Work directly with clients and collaborate with internal Legal Directors and other professionals. - Receive hand-offs from Legal Directors to provide estate planning...

Full-time 4 views Experience : Min 3 yrs required

Title:** Staff/Contract Attorney **Job Responsibilities:** The Staff Attorney will lead the Tribal Estate Planning and Legal Access Fellowship at a reputed firm within the department. This role encompasses mentorship, community engagement, and direct legal service. Key responsibilities include: - Designing and supervising the...

Posted On Sep 07, 26
Full-time 2 views Experience : 1-8 yrs required

involves providing advanced legal counsel in estate planning, wealth transfer strategies, and complex tax matters for high-net-worth individuals,... families, and their and implement advanced estate planning documents, including wills and clients on sophisticated estate planning strategies and ta...

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