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Gift Tax Jobs in Waunakee

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United States
Posted On Sep 05, 26
Full-time 140 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

estate administration, estate and gift tax, and charitable planning.... The successful candidate will be required to work with attorneys across various offices within the law firm's Financial Services & Capital Markets strategic industry group. The role demands handling multiple projects...

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Posted On Sep 06, 26
Full-time 5 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

of estate planning and administration matters. Key duties 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 plan...

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Posted On Sep 09, 26
Full-time 8 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. - Address asset protection and gift and estate tax issues. -... Collaborate primarily with attorneys within the Financial Services & Capital Markets business unit. - Maintain strong attention to detail and provide high-quality, personalized service. - Handle multiple projects effecti...

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Posted On Aug 04, 26
Full-time 7 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Identity Theft Insurance Retirement Planning trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Identity Theft Insurance Retirement Planning trusts Wills

TITLE: Estate Planning Attorney JOB RESPONSIBILITIES: - Assist clients in designing estate plans that align with their goals and budgets. - Conduct client meetings to gather information, understand client concerns, and explain planning options. - Draft timely and accurate estate...

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Posted On Sep 28, 26
Full-time 2 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 Senior, Private Client Services Job... Responsibilities: - Participate in tax and consulting engagements, enhancing... gather necessary information for tax return preparation. - Prepare complex... S-Corp, foundation, partnership, and gift tax returns for both... Federal... and State jurisdictions, demonstrating the ability...

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Posted On Sep 28, 26
Full-time 3 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 Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager within the... aimed at providing comprehensive tax compliance and consulting services... The responsibilities include managing tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities.......

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Posted On Sep 28, 26
Full-time 3 views Experience : Min 5 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 Manager, Private Client Services... Job Responsibilities: A Tax Manager in the Private... professional expertise to deliver tax compliance and consulting services... responsibilities include: - Managing 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 4 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... Responsibilities: - Participate in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities. -... information needed to prepare tax returns. - Develop an understanding... S-Corp, foundation, partnership, and gift tax returns for both......

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Posted On Sep 30, 26
Full-time 2 views Experience : Min 4 yrs required
Practice Area:
Nonprofit / Charities Law Corporate - M&A Corporate - General Corporate - Contract Law Estate & Tax Planning Trusts and Estates - General Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial) Employment Law - General Employment Law - Management (Compliance & Counseling) Intellectual Property - General Real Estate - General
Job Tags:
Business Law contracts equity Estate Planning Intellectual Property M&A
Practice Area:
Nonprofit / Charities Law Corporate - M&A Corporate - General Corporate - Contract Law Estate & Tax Planning Trusts and Estates - General Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial) Employment Law - General Employment Law - Management (Compliance & Counseling) Intellectual Property - General Real Estate - General
Job Tags:
Business Law contracts equity Estate Planning Intellectual Property M&A

Title: Attorney Job Responsibilities: - Provide meaningful client work with an emphasis on exercising sound judgment. - Assist business owners in making significant decisions, such as evaluating equity for key employees, addressing co-owner retirements, and assessing risks in fast-moving deals. - Engage clients by...

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Posted On Sep 25, 26
Full-time Experience : 2-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Insurance Probate trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Insurance Probate trusts Wills

Title: Paralegal Job Responsibilities: - Independently manage assigned probate, estate, and trust administration files, ensuring all aspects of the case are handled efficiently and effectively. - Collect, analyze, and summarize client and decedent asset data to support legal processes and client needs. - Draft...

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Posted On Aug 25, 26
Full-time 5 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 Madison, 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, including income,... gift, estate, and gen...

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