Gift Tax Jobs in Racine

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Posted On Jul 29, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Paralegal Job Responsibilities: - Perform initial intake and maintain relationships with clients throughout the planning and administration process; serve as a liaison between the clients and the attorney. - Maintain accurate and up-to-date client records, ensuring all notes and documents are properly...

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Posted On Sep 02, 26
Full-time Experience : Min 3 yrs required

Title: Legal Assistant Job Responsibilities: Client-Facing & Reception - Serve as the first point of contact for clients by answering phones, greeting visitors, scheduling appointments, and ensuring every client interaction reflects the law firm’s caring and professional culture. - Perform initial client intake and...

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Posted On Jun 23, 26
Full-time 2 views

probate documents, estate planning documents, and court pleadings. - Filing and e-filing documents with the court. - Managing attorney billing and client invoicing. - Preparing bank deposits and processing firm expenses. - Preparing monthly, quarterly, and annual tax forms and related financial... reports. - Commu...

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Posted On Jun 23, 26
Full-time 2 views

documents, estate planning documents, and court pleadings. - Filing and e-filing documents with the court. - Managing attorney billing and client invoicing. - Preparing bank deposits and processing law firm expenses. - Preparing monthly, quarterly, and annual tax forms and related financial... reports. - Co...

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Full-time 69 views Experience : Min 7 yrs required

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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Full-time 118 views Experience : Min 10 yrs required

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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Full-time 7 views Experience : 4-8 yrs required

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

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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Full-time 14 views Experience : Min 7 yrs required

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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Full-time 43 views Experience : Min 8 yrs required

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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Full-time 1 views Experience : 2-5 yrs required

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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Full-time Experience : Min 3 yrs required

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 Experience : 3-5 yrs required

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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Full-time 20 views Experience : Min 5 yrs required

& 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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Full-time Experience : Max 3 yrs required

Title: Associate Attorney Job Responsibilities: - Conduct legal research across case law, statutes, and regulations, and synthesize it into practical, usable recommendations. - Draft and revise briefs, memoranda, motions, and client documents, primarily in business law, probate, and litigation matters. - Support senior attorneys...

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Full-time 2 views Experience : Min 1 yrs required

Title: Associate Attorney Job Responsibilities: - Host and speak at public workshops to educate potential clients on estate and financial planning options - Conduct client consultations, gather necessary information, and help clients take action - Design and review individualized estate plans to ensure alignment...

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Full-time 1 views Experience : Min 2 yrs required

Title: Associate Attorney Job Responsibilities: - Conduct legal research and analyze complex legal and business issues. - Draft, review, and revise legal documents, agreements, correspondence, memoranda, pleadings, and other work product. - Advise clients and provide practical, strategic solutions based on their goals and...

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Posted On Aug 25, 26
Full-time 1 views Experience : 1-10 yrs required

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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