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Gift Tax Jobs in West Lake Hills

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United States
Posted On Sep 03, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Tax - Private Client Services Tax - Controversy and Dispute Resolution Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Tax - Private Client Services Tax - Controversy and Dispute Resolution Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts

recognized team that assists individuals and families with sophisticated estate and tax planning techniques. The primary... responsibilities include: - Creating and administering family offices. - Administering, decanting, and modifying trusts. - Administering complex estates. - Planning with respect to busines...

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - Exempt Organization Tax - General
Job Tags:
Asset Protection Energy Estate Planning family Syndication
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - Exempt Organization Tax - General
Job Tags:
Asset Protection Energy Estate Planning family Syndication

wealth strategies, integrating legal, tax, and investment considerations into... a comprehensive system. - Connect clients with appropriate fulfillment options such as CPAs, wealth advisors, and deal clubs. - Conduct 10-25 client meetings per week, dedicating approximately one hour per day to client...

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Posted On Oct 01, 26
Full-time 14 views Experience : Min 8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates gift tax Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates gift tax Probate trusts Wills

Title: Trusts & Estates Attorney Job Responsibilities: The Trusts & Estates Attorney will be responsible for a variety of tasks within the law firm’s Estate Planning, Probate, and Trusts Focusing on estate and gift tax planning and tax... planning to cater to......

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Posted On Sep 09, 26
Full-time 6 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

administration, and estate and gift tax. - Participate in charitable... planning initiatives. - Collaborate with attorneys across various offices within the Financial Services & Capital Markets strategic industry group. - Exhibit exceptional judgment in handling multiple projects and articulating legal strategies. - Effectively perform...

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Posted On Jul 01, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax gift tax Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax gift tax Probate Software trusts Wills

files utilizing tools such as Clio. - Coordinate document signings and track associated deadlines. - Print, prepare, and process documents for signing to create final packages. - Assist with estate and gift tax returns. - Communicate with... clients professionally and compassionately. - Maintain and...

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Posted On Sep 07, 26
Full-time 4 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates mergers revocable trust Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates mergers revocable trust Taxation trusts wealth transfer

for high-net-worth individuals and families, trust and estate administration, and gift, estate, and generation-skipping transfer... tax planning. - The role requires... designing and drafting complex estate planning documents, including revocable trust agreements, Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access T...

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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

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 handle multiple...

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Posted On Sep 10, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Bankruptcy Energy Estate Planning estates Litigation restructuring special projects trusts Water
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Bankruptcy Energy Estate Planning estates Litigation restructuring special projects trusts Water

Title: Legal Assistant Job Responsibilities: - Provide comprehensive administrative support to attorneys in the Wealth Preservation and Estate Planning practice. - Serve as a primary point of contact for clients and provide responsive, professional, and confidential client service. - Manage a high volume of...

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Posted On Sep 09, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Criminal Law Estate Planning estates Family Law Probate Software trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Criminal Law Estate Planning estates Family Law Probate Software trusts

Title: Part-time, Remote Los Angeles Area Estate Planning Attorney Job Responsibilities: - Handle a wide variety of estate planning matters for a diverse population of clients. - Act as the lead attorney and manage all aspects of estate planning cases independently. - Draft estate...

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Posted On Sep 29, 26
Full-time Experience : 1-8 yrs required
Job Tags:
asset management company policies criminal estates family hedge funds Insurance Partnership partnerships private equity Taxation trusts Venture Capital wealth transfer
Job Tags:
asset management company policies criminal estates family hedge funds Insurance Partnership partnerships private equity Taxation trusts Venture Capital wealth transfer

Senior Manager, Family Enterprise Tax Job Responsibilities: - Serve as a... businesses by delivering strategic tax planning, compliance, and advisory... services. - Lead and oversee complex individual, gift, estate, trust, partnership, and... business tax engagements, including matters involving... family-owned operating businesses, investment structu...

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Posted On Sep 10, 26
Full-time 1 views Experience : 5-8 yrs required
Job Tags:
company policies criminal equity family Insurance
Job Tags:
company policies criminal equity family Insurance

Job Title: Tax Manager or Senior Manager... financial matters. - Direct tax compliance and consulting services... owner-managed and fast-growing start-ups. - Provide analyses of financial, gift, estate, and income tax... issues for ultra-high net-worth... individuals and families. - Establish meaningf...

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Posted On Sep 25, 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

Tax Senior - Private Wealth... held corporation, estate, and gift tax matters. Review tax... research... support the preparation of tax returns, and help prepare... for client meetings tied to compliance and consulting projects. Contribute to tax planning opportunities and help......

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Posted On Sep 25, 26
Full-time Experience : Min 5 yrs required
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer

Job Title: Tax Manager, Global Employer Services... - Individual Tax Services, High Net Worth Job... and their advisors. - Lead tax compliance and advisory engagements... involving complex individual income tax matters. - Review individual tax... returns and related deliverables,... identify issues, and coordinate...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Job Title: Tax Senior, Global Employer Services... - Individual Tax Services, High Net Worth Job... Responsibilities: As a Tax Senior in the Individual... Tax Services – High Net... of responsibilities centered around tax compliance and planning for... state, and local individual tax returns and related workpapers......

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Posted On Sep 28, 26
Contract, Full-time Experience : Min 5 yrs required
Job Tags:
criminal finance gift tax Taxation
Job Tags:
criminal finance gift tax Taxation

Seasonal Tax Delivery Manager, Individual Tax... Services - Global Employer... Review complex individual and gift tax returns, workpapers, and... related... deliverables for accuracy and completeness. Track filing, review, and client milestones; identify risks early and escalate blockers. Resolve review notes...

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Posted On Sep 18, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

Job Title: Tax Manager – Family Office... Job Responsibilities: As a Tax Manager, you will be... multi-generational families, on a full spectrum of tax services. This includes structuring... and modeling, succession planning, wealth transfer planning, and tax compliance. - Managing...

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Posted On Sep 07, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Job Title: Manager, Tax - Private Client Job... Responsibilities: The Private Client Tax Manager acts as a... personal, partnership, trust, estate, gift, and wealth retention strategies,... managed by ultra-high net worth clients. The primary responsibilities include: - Providing tax compl...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth... lead high-quality reviews of tax research, workpapers, and tax... returns across individual, fiduciary,... held corporation, estate, and gift engagements. Prepare for and... projects, helping clients identify tax planning opportunities and understand... the implications of important...

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Posted On Aug 17, 26
Full-time 3 views Experience : 4-20 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

experience in estate and gift tax planning, tax planning,... and the management and preparation of estate on estate and gift tax planning and tax... and prepare estate... plans and related document...

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