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Wealth Management Jobs in Greenwood Village

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United States
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
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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Posted On Jul 29, 26
Full-time 3 views
Practice Area:
Family Law - General Estate & Tax Planning
Job Tags:
Estate Planning family Family Law Mediation restructuring
Practice Area:
Family Law - General Estate & Tax Planning
Job Tags:
Estate Planning family Family Law Mediation restructuring

Family Law and Estate Planning. This includes managing schedules, setting appointments, and handling correspondence. Document Management: The role requires meticulous... management of legal documents, ensuring... that all paperwork is filed correctly and is easily accessible for attorneys and clients. Client & Cou...

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Posted On Aug 06, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Business Law Estate Planning health insurance Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Business Law Estate Planning health insurance Probate Software trusts Wills

Title: Senior Estate Planning Paralegal Job Responsibilities: What You’ll Do The Senior Estate Planning Paralegal will be responsible for managing estate planning matters from the drafting stage through to final delivery, ensuring each client receives exceptional service. Key responsibilities include: - Drafting wills, revocable...

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Posted On Aug 31, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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Posted On Sep 02, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Asset and Wealth Management Tax Manager Duties:... The candidate will focus on validating clients' compliance with tax laws and regulations. Review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising...

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Posted On Sep 23, 26
Full-time 32 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning Litigation Probate probate litigation
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning Litigation Probate probate litigation

Title: Paralegal Estate Administration Job Responsibilities: - Play a critical role as a paralegal specializing in estate administration and probate litigation. - Work closely with the legal team to provide support in probate, estate planning, accounting, and litigation tasks. -...

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Posted On Sep 09, 26
Full-time 4 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

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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Posted On Jul 15, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management
Practice Area:
Estate & Tax Planning
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management

advisors and financial planners. - Provide advisory services on estate tax planning, wealth and business succession planning,... charitable planning, and trust tax planning. - Communicate with strategic partners, such as attorneys or law firms, to facilitate the drafting of estate documents. -...

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Posted On Jul 22, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
closing documents conservator Conservatorship estates family fiduciary Financial Institutions guardian Guardianship health insurance LLC pleadings Probate Software
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
closing documents conservator Conservatorship estates family fiduciary Financial Institutions guardian Guardianship health insurance LLC pleadings Probate Software

Title: Senior Trust and Probate Paralegal Job Responsibilities: - Work directly with attorneys and the paralegal team to support the entire lifecycle of fiduciary matters. - Manage public administrator and court-appointed fiduciary matters, including intake, asset marshaling, institutional correspondence, and case administration for...

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Posted On Sep 11, 26
Full-time 2 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
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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Posted On Sep 11, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate Real Estate Law
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate Real Estate Law

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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Posted On Sep 14, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

Collaborate with tax and wealth management teams to provide... estate planning services. - Engage directly with clients, either virtually or in-person, to assess and confirm their estate planning requirements. - Draft a variety of estate planning documents including revocable living trusts, wills,...

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Posted On Aug 05, 26
Full-time 11 views
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning estate tax executor family finance Insurance Medicine Probate Taxation wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning estate tax executor family finance Insurance Medicine Probate Taxation wealth transfer

Title: Estate Planning & Wealth Transfer Partner Job Responsibilities: The Estate... Planning & Wealth Transfer Partner will be... on complex estate planning, wealth transfer, business succession planning,... philanthropy, and related income tax matters. Key responsibilities include: - Advising high-net-worth individuals, families, and entrepreneurial...

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Posted On Sep 01, 26
Full-time 1 views 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
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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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 Duties: The candidate will... lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. Prepare for and lead client meetings related to compliance and...

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Posted On Sep 22, 26
Full-time 3 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
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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Posted On Aug 11, 26
Full-time 89 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

Overview: A law firm in Denver, CO, seeks a highly qualified and experienced Senior Attorney to join its Private Client Services practice area. The successful candidate will play a crucial role in providing legal counsel to clients, managing complex cases,...

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