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Retirement Planning Jobs in Madison

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United States
Posted On Aug 04, 26
Full-time 4 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

JOB TITLE: Estate Planning Attorney JOB RESPONSIBILITIES: -... client concerns, and explain planning options. - Draft timely... and accurate estate planning documents, including wills, basic... trusts, and powers of attorney Provide legal advice on retirement planning, charitable giving strategies,... and......

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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

Title: Trust & Estate Planning Associate Job Responsibilities: The Trust &... Estate Planning Associate will be responsible... wide range of estate planning and administration matters. Key... the drafting of estate planning and business succession documents... and generation-skipping transfer tax planning analyses. - Contributing to charitable......

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Posted On Sep 01, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning Financial Institutions health insurance Insurance LLC Probate Securities trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning Financial Institutions health insurance Insurance LLC Probate Securities trusts Wills

Title: Paralegal – Estate Planning, Probate & Trust Administration Job... to join the Estate Planning team. This position requires... at least 5 years of experience, excellent client service and communication skills, high-level organization skills, and the ability to manage multiple complex...

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Posted On Jul 02, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Software Transportation trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Software Transportation trusts

clients and assist them as necessary. - Print and organize estate planning portfolios. - Research legal descriptions,... draft deeds, and complete transfer tax returns. - Complete beneficiary designation forms for client insurance products, annuities, bank accounts, brokerage accounts, and retirement plans. - Draft c...

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Posted On Sep 05, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - M&A and Transactions Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - M&A and Transactions Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts

Title: Tax Attorney – Nonprofit & Tax-Exempt Organization Job Responsibilities: Nonprofit Tax Advisory & Compliance: - Advise nonprofit and tax-exempt clients on §501(c) status and ongoing compliance. - Provide guidance on IRS filings, including Form 1023 and Form 990. - Counsel on unrelated business taxable...

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Posted On Sep 05, 26
Full-time 45 views Experience : Min 4 yrs required
Practice Area:
Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
corporate transactions Equal Pay Act family Insurance LLC trusts
Practice Area:
Corporate - M&A Corporate - Securities and Capital Markets Corporate - General
Job Tags:
corporate transactions Equal Pay Act family Insurance LLC trusts

Job Title: Corporate Midlevel or Senior Associate at **Members Only,** in Multiple Offices H1: Join Our Growing Corporate Practice at **Members Only,** H2: Exciting Opportunity for a Corporate Midlevel or Senior Associate Bold Headlines: - Join a Prestigious...

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
agreements Business Law due diligence equity Insurance licensing Litigation Media special projects
Job Tags:
agreements Business Law due diligence equity Insurance licensing Litigation Media special projects

Manager Job Responsibilities: Strategic Leadership & Planning - Implement lateral paralegal and... attorney recruiting and hiring efforts, working closely with the Managing Director of Growth, Director of Legal Recruiting, and firm leadership. - Regularly meet with leadership to update on candidates and align with...

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Posted On Aug 20, 26
Full-time 5 views Experience : 3-5 yrs required
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
artificial intelligence Commercial Contracts Corporate Law Insurance special projects
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
artificial intelligence Commercial Contracts Corporate Law Insurance special projects

Title: Counsel, Commercial Transactions (Hybrid) Job Responsibilities: - Build knowledge of the company, processes, and customers. - Manage own workload and provide informal guidance to colleagues with less experience; may lead small projects with manageable risks and resource requirements. -...

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Posted On Aug 26, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
General Practice - Transactional & Litigation Litigation - Commercial Litigation - General (consumer)
Job Tags:
due diligence Insurance Litigation Medicare social security Transportation trials
Practice Area:
General Practice - Transactional & Litigation Litigation - Commercial Litigation - General (consumer)
Job Tags:
due diligence Insurance Litigation Medicare social security Transportation trials

Title: Business Litigation Associate (5+ Years Experience) Job Responsibilities: The Business Litigation Associate will join the Madison, WI office to assist with various litigation tasks. The responsibilities include conducting legal research, engaging in motion practice, preparing and submitting briefings, performing due diligence,...

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Posted On Jul 07, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Guardianship and Conservatorship Education - Special Needs Education - Districts, School Boards, Teachers Education - General
Job Tags:
abuse ADA Affirmative Action American with Disabilities Act children Civil Rights crime directors Disability Benefits family finance health insurance Identity Theft Insurance Litigation Medicaid Medicare social security spouse Title VII of the Civil Rights Act of 1964 Uniformed Services Employment and Reemployment Rights Act
Practice Area:
Guardianship and Conservatorship Education - Special Needs Education - Districts, School Boards, Teachers Education - General
Job Tags:
abuse ADA Affirmative Action American with Disabilities Act children Civil Rights crime directors Disability Benefits family finance health insurance Identity Theft Insurance Litigation Medicaid Medicare social security spouse Title VII of the Civil Rights Act of 1964 Uniformed Services Employment and Reemployment Rights Act

Title: Managing Attorney Job Responsibilities: The Managing Attorney at the reputed firm will provide leadership and coordination for short-term advocacy and investigations, involving the development and implementation of advocacy plans, supervision of attorneys and advocates, grant management, and advocacy quality assurance. This...

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Posted On Sep 08, 26
Full-time
Job Tags:
Business Law Computer Science downstream information technology Insurance Litigation Privacy Software
Job Tags:
Business Law Computer Science downstream information technology Insurance Litigation Privacy Software

Title: Data Engineering Manager Job Responsibilities: The Data Engineering Manager at the law firm will play a crucial role in leading the development and maintenance of the firm's cloud-based data platform. This role involves designing and building the foundational infrastructure to ensure...

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Posted On Sep 08, 26
Full-time
Job Tags:
Business Law Insurance Litigation marketing
Job Tags:
Business Law Insurance Litigation marketing

Business Development Manager Job Title: Senior Business Development Manager Job Responsibilities: The Senior Business Development Manager (SBDM) is tasked with overseeing business development and marketing strategies across a portfolio of business units. Key responsibilities include: - Providing strategic leadership for business development within assigned...

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Posted On Aug 26, 26
Full-time Experience : 3-8 yrs required
Practice Area:
Energy and Oil & Gas - Transactional Energy and Oil & Gas - General
Job Tags:
developers Energy Insurance lease Medicare social security spectrum title Transportation
Practice Area:
Energy and Oil & Gas - Transactional Energy and Oil & Gas - General
Job Tags:
developers Energy Insurance lease Medicare social security spectrum title Transportation

Title: Oil & Gas Attorney (3-8+ Years Experience) Job Responsibilities: The Oil & Gas Attorney will specialize in examining the title to real property, focusing on oil and gas title examination. Responsibilities include: - Examining title records and determining ownership...

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Posted On Aug 26, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Finance - Financial Services Regulation Finance - General
Job Tags:
acquisitions banking banking laws corporate governance finance Financial Institutions financial services regulatory Insurance Litigation M&A Medicare mergers Mergers and Acquisitions Privacy regulatory compliance Securities social security Transportation
Practice Area:
Finance - Financial Services Regulation Finance - General
Job Tags:
acquisitions banking banking laws corporate governance finance Financial Institutions financial services regulatory Insurance Litigation M&A Medicare mergers Mergers and Acquisitions Privacy regulatory compliance Securities social security Transportation

for advising banks and non-bank financial institutions on federal and state banking laws and regulations. Responsibilities include: - Counseling clients on regulatory compliance, consumer compliance, capital planning, governance, examinations, enforcement matters,... vendor management, payment systems, and risk management. - Assisting clients...

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Posted On Sep 08, 26
Full-time Experience : 8-10 yrs required
Job Tags:
brokers Business Law COBRA employee benefits Employee Health ERISA fiduciary finance HIPAA information technology Insurance Litigation Partnership partnerships Qualified Retirement Plans regulatory compliance renewals wage and hour
Job Tags:
brokers Business Law COBRA employee benefits Employee Health ERISA fiduciary finance HIPAA information technology Insurance Litigation Partnership partnerships Qualified Retirement Plans regulatory compliance renewals wage and hour

for employee benefits, payroll, retirement, and well-being programs. The... position reports to the Senior Director of HR Operations & Total Rewards and provides operational leadership, technical expertise, and strategic consultation to support the firm's Total Rewards objectives. The responsibilities in...

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Posted On Aug 26, 26
Full-time 3 views Experience : 5-7 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions Insurance M&A Medicare mergers private equity social security Transportation
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions Insurance M&A Medicare mergers private equity social security Transportation

Title: M&A Associate (5-7 Years Experience) (Multiple Positions & Locations) Job Responsibilities: The M&A Associate will be responsible for handling mergers and acquisitions with a particular focus on private equity transactions. The role involves working collaboratively within a team-oriented environment as part...

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Posted On Sep 06, 26
Full-time Experience : Min 5 yrs required
Job Tags:
advertising Affirmative Action Business Law Energy entertainment equity finance FLSA Government government affairs Insurance Intellectual Property life sciences Litigation lobbying marketing Media renewals
Job Tags:
advertising Affirmative Action Business Law Energy entertainment equity finance FLSA Government government affairs Insurance Intellectual Property life sciences Litigation lobbying marketing Media renewals

Title: Senior Specialist, Business Development & Marketing Job Responsibilities: - Support the business development and marketing initiatives for specific practice groups, including Finance, Real Estate, Environmental, Insurance, and Government Solutions, as well as the lobbying team. - Develop and maintain customized pitches, proposals,...

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Posted On Aug 20, 26
Full-time 1 views
Job Tags:
finance Software Taxation
Job Tags:
finance Software Taxation

compile necessary client information for filing, engage in tax planning, identify and communicate potential... risks, and prepare tax accrual workpapers. The role involves working with tax software to complete tax returns for review and may include supervising and reviewing th...

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Posted On Aug 20, 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

addressing client needs, tax planning, and consulting opportunities. - Work... directly with clients and their advisors to gather information needed to prepare tax returns. - Develop an understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns for both...

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Posted On Aug 25, 26
Full-time 2 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

a Trust and Estate Planning Associate with 1-4 years... to join its Estate Planning Practice Group in Madison,... a variety of estate planning and administration tasks, supporting... and business estate planning and business succession ... tax planning analyses, including income, gift,......

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