Legal Wealth Management Jobs Jobs in Lafayette, CO

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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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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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 2 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 Golden, CO

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

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Posted On Jun 18, 26

Full-time 10 views

Practice Area:

Estate & Tax Planning Probate Real Estate - General Real Estate - Residential Transactions Trusts and Estates - General

Job Tags:

agreements Business Law contracts debt collection Estate Planning pleadings Probate residential real estate Software trusts Wills

Overview A small, collegial, client-focused law firm is seeking a highly organized and detail-oriented Legal Assistant or Paralegal to join its team. The practice areas of the firm include estate planning, probate, trust administration, residential real estate, homeowner association matters, and...

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Legal Staff Paralegal in Golden, CO

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

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Posted On Jun 16, 26

Full-time 7 views Experience : Min 1 yrs required

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

Job Tags:

Elder Law Estate and Trust Estate Planning Financial Institutions pleadings Probate Software

accountings, notices, and other court documents. - Assist with estate and trust administration matters from opening through closing. - Support attorneys and senior paralegals with case management and administrative tasks. - Communicate... professionally with clients, beneficiaries, financial institutions, courts, and other professionals. - Gat...

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

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

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Posted On Jun 30, 26

Full-time 3 views Experience : Min 2 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Asset Protection Estate Planning family Family Law gift tax Probate title trusts wealth transfer Wills

asset protection and tax-efficient wealth transfer. - Administer probate and... trusts under the Colorado Revised Statutes (.) Title 15, managing the process from the first filing to the final closing. - Represent clients in contested probate, will disputes, and trust litigation. - Maintain...

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Attorney in Denver, CO

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

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Posted On Aug 25, 26

Full-time 4 views Experience : Min 6 yrs required

Job Tags:

family finance H-1B Profit Sharing regulatory compliance wealth management

Asset and Wealth Management - Renewable Energy... Tax Senior Manager The candidate will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit...

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Attorney in Denver, CO

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

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Posted On Aug 25, 26

Full-time 6 views Experience : Min 4 yrs required

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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Attorney in Denver, CO

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

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Posted On Aug 25, 26

Full-time 5 views Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B Partnership partnerships RICO wealth management

Asset and Wealth Management Tax Manager The... candidate will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Coach, leverage team member's unique strengths, and manage...

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Attorney in Denver, CO

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

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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

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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Attorney in Denver, CO

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

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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

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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Attorney in Denver, CO

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

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Posted On Aug 25, 26

Full-time 3 views Experience : Min 5 yrs required

Job Tags:

Ethics family finance H-1B partnerships Profit Sharing wealth management

Asset and Wealth Management - Tax Senior... 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, while...

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Legal Staff Paralegal in Denver, CO

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

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Posted On Jun 17, 26

Full-time 31 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

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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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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Estate & Tax Planning Attorney in Denver, CO

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

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Posted On Jul 15, 26

Full-time Experience : Min 3 yrs required

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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Legal Staff Paralegal in Denver, CO

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

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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

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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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 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

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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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

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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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 Lafayette

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