Find Legal Wealth Management Jobs in Colorado

Legal Staff Paralegal in Denver, CO

Law Firm • **Members Only** Denver, CO

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Posted On Sep 11, 26

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

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

and legal documents. - File documents with counties and courts. - Coordinate client scheduling. - Electronic file management. - Manage client billing and... payments. - Maintain document filing systems. Education and Experience Information: - Required: Law firm and/or estate planning/administration experience. - Required: Bachelor’s Degree. - Preferred: Paralegal Certifi...

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Legal Staff Paralegal in Boulder, CO

Law Firm • **Members Only** Boulder, CO

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Posted On Sep 09, 26

Full-time 1 views Experience : Min 5 yrs required

Practice Area:

Corporate - General Trusts and Estates - General

Job Tags:

depositions estates Harassment Insurance Litigation LLC pleadings Software trusts

Title: Paralegal Job Responsibilities: The paralegal at the law firm is expected to perform a variety of responsibilities crucial to the litigation process. These include: - Preparing, organizing, and drafting legal documents. - Creating and editing documents such as motions, pleadings, disclosures, depositions, and...

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Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Sep 08, 26

Full-time 1 views Experience : 4-6 yrs required

Job Tags:

Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... a Manager in the Wealth Tax Advisory Practice, you... and owners of private wealth. Your key responsibilities will... include: - Leading the delivery of tailored tax advice and compliance solutions for complex...

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Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Sep 08, 26

Full-time 1 views Experience : Min 5 yrs required

Job Tags:

banking Capital Markets Estate Planning family finance investment management Partnership partnerships pension Software spectrum trusts

Title: Family Offices Advisory Services - Manager Job Responsibilities: - Support the legacy of family offices by protecting, improving, and growing the family’s financial, social, and human capital. - Consult and advise clients, including high-profile individuals of extremely high net worth. - Review family...

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Elder Law Attorney / Estate & Tax Planning Attorney / Probate Attorney in Longmont, CO

Law Firm • **Members Only** Longmont, CO

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Posted On Sep 06, 26

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

Practice Area:

Elder Law Estate & Tax Planning Probate

Job Tags:

Elder Law Estate Planning health insurance Insurance Litigation Mediation pleadings Probate Software

Attorney Job Title: Probate & Elder Law Litigation Associate Attorney Job Responsibilities: The role of a Probate & Elder Law Litigation Associate Attorney involves significant client interaction and the handling of challenging probate and elder law matters, including contested proceedings. Key responsibilities include: -...

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Legal Staff Paralegal in Colorado Springs, CO

Law Firm • **Members Only** Colorado Springs, CO

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Posted On Aug 25, 26

Full-time Experience : 3-5 yrs required

Practice Area:

Family Law - General Guardianship and Conservatorship Probate

Job Tags:

Child Support civil litigation Conservatorship Criminal Defense divorce domestic relations Estate Planning Family Law Guardianship pleadings Probate probate litigation

Title: Civil Paralegal Job Responsibilities: The Civil Paralegal at the law firm will have a diverse set of responsibilities across multiple practice areas, and their role will be integral to the legal team. Key responsibilities include: - Managing deadlines, calendars, and case-related tasks...

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Legal Staff Paralegal in Greenwood Village, CO

Law Firm • **Members Only** Greenwood Village, CO

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Posted On Aug 19, 26

Full-time 1 views Experience : 3-5 yrs required

Practice Area:

Probate Trusts and Estates - General

Job Tags:

Elder Law Estate and Trust estates family gift tax health insurance Insurance LLC pleadings Probate trusts Wills

Title: Trust & Estate Administration Paralegal Job Responsibilities: - Preparation of estate and trust administration pleadings, documents, and accountings, including those for taxable estates. - Preparation of federal Estate Tax Returns (Form 706), Gift Tax Returns (Form 709), and Information Returns for Beneficiaries...

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Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Aug 17, 26

Full-time Experience : Min 6 yrs required

Job Tags:

family finance Software

major area of specialization. - Demonstrate deep technical skills and general industry knowledge. - Excel at engagement management and operational excellence. - Drive... the global tax provision process and coordinate with specialists. - Lead engagement teams and provide technical instruction. - Manage client relationships...

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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney / Tax - Private Client Services Attorney / Tax - General Attorney in Denver, CO

Law Firm • **Members Only** Denver, CO

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Posted On Sep 11, 26

Full-time 1 views Experience : Min 4 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General

Job Tags:

estates family Insurance LLC Partnership Taxation trusts

Title: Associate - Private Wealth Job Responsibilities: The position involves a... the area of private wealth. Key duties include: - Complex... analysis to support private wealth management. - Project management and... client interaction to ensure efficient and effective service delivery. - Preparation of gift and...

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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Denver, CO

Law Firm • **Members Only** Denver, CO

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Posted On Sep 09, 26

Full-time 3 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

Job Title: Private Wealth Senior Counsel Job Responsibilities: - Design... and business clients with 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...

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Corporate - Asset/Investment Management Attorney / Corporate - General Attorney in Denver, CO

Law Firm • **Members Only** Denver, CO

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Posted On Sep 01, 26

Full-time Experience : 3-8 yrs required

Practice Area:

Corporate - Asset/Investment Management Corporate - General

Job Tags:

agreements due diligence family finance Insurance investment management pension plans private equity sovereign wealth structured finance Venture Capital

Job Title Investment Management Associate Job Responsibilities The Investment... Management Associate will be part... of the Investment Management Practice Group at the... law firm. The primary responsibilities include advising sophisticated institutional investors, private funds, and other market participants on a wide...

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Law Student - In-House in Fort Collins, CO

In-House • **Members Only** Fort Collins, CO

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Posted On Aug 26, 26

Full-time 33 views

Job Tags:

equity health insurance Insurance pension Personal Property wealth management

Title: State and Local Tax (SALT) Intern Job Responsibilities: As a State and Local Tax (SALT) Intern, you will be engaged in a variety of tasks aimed at supporting the financial health of organizations, both large and small. Your core responsibilities will...

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Law Student - In-House in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Aug 26, 26

Contract, Full-time 31 views Experience : Max 2 yrs required

Job Tags:

equity health insurance Insurance pension Personal Property wealth management

Title: 2027 State and Local Tax (SALT) Intern Job Responsibilities: - Provide tax consulting services specific to state and local taxes, including income, franchise, sales and use, gross receipts, and personal property taxes. - Prepare state and local income and franchise tax returns. -...

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Attorney in Broomfield, CO

In-House • **Members Only** Broomfield, CO

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Posted On Aug 26, 26

Full-time 18 views Experience : Min 5 yrs required

Job Tags:

equity health insurance Insurance pension Software Taxation wealth management

Title: SALT Manager Job Responsibilities: - Implement sales tax compliance software to align with business requirements, including integrating tax software with client ERP systems and onboarding clients into the company’s existing sales tax compliance platform. - Manage sales tax compliance projects. - Deliver state...

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Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Aug 26, 26

Full-time 6 views Experience : Min 3 yrs required

Job Tags:

equity fiduciary finance health insurance Insurance partnerships pension Taxation wealth management

Title: Tax Senior - CTP Job Responsibilities: The Tax Senior - CTP is responsible for managing all aspects of annual tax compliance for both business and individual clients. This includes planning, scheduling, preparing projections, filing extensions, responding to tax notices,...

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Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Aug 26, 26

Full-time 9 views Experience : Min 2 yrs required

Job Tags:

equity Ethics family H-1B marketing Partnership partnerships stage wealth management

Title: **Members Only,** - Tax Senior Associate Job Responsibilities: As a Tax Senior Associate in the **Members Only,** team, you will play a pivotal role in advising private companies on a variety of business advisory needs, including audit, tax compliance, and planning. Your responsibilities...

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Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Sep 07, 26

Full-time 6 views Experience : Min 15 yrs required

Job Tags:

banking equity hedge funds investment management private equity wealth management

Title: . Private Bank – Private Banker – Managing Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...

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Attorney in Denver, CO

In-House • **Members Only** Denver, CO

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Posted On Sep 07, 26

Full-time

Job Tags:

banking equity hedge funds Insurance investment management private equity wealth management

Title . Private Bank - Private Banker - Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...

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Attorney in Denver, CO (Remote)

In-House • **Members Only** Denver, CO

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Posted On Sep 01, 26

Full-time 2 views Experience : Min 8 yrs required

Job Tags:

equity Equity Compensation estates family Software Taxation trusts

sophisticated multi-state filings, pass-through considerations, investment activity, and related entity structures. - Oversee trust and estate-related filings (Form 1041) and advise on matters impacting wealth planning, succession, and family... tax strategy. - Develop and implement advanced tax planning strategies related to income,...

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Probate and Elder Law Associate Attorney

Recruiter • **Members Only** Longmont, CO

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Posted On Sep 07, 26

Full-time Experience : 1-10 yrs required

Practice Area:

Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General

OverviewA law firm seeks a motivated Probate and Elder Law Associate Attorney in Longmont, CO. This role involves engaging with clients and handling complex probate and elder law matters, including litigation. The ideal candidate will be a strong writer and...

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Wealth Management Jobs in Colorado

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