Legal Wealth Management Jobs Jobs in Scappoose, OR

Estate & Tax Planning Attorney / Probate Attorney / Trusts and Estates - General Attorney in Vancouver, WA

Law Firm • **Members Only** Vancouver, WA

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Posted On Jun 30, 26

Full-time 7 views

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Estate Planning estate tax estates health insurance Insurance Probate stage

Title: Estate Planning and Settlement Attorney Job Responsibilities: Client Relations: - Lead client consultations and meetings, assess goals, identify issues, and answer questions clearly. - Provide legal advice and strategy across estate planning and estate settlement matters. - Present the scope of services and associated...

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Probate Attorney / Litigation - Trusts & Estates - Defense Attorney / Trusts and Estates - General Attorney in Vancouver, WA

Law Firm • **Members Only** Vancouver, WA

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Posted On Jun 30, 26

Full-time 4 views Experience : Min 2 yrs required

Practice Area:

Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General

Job Tags:

Estate Planning estate tax estates health insurance Insurance Probate Software stage

Title: Estate Settlement Attorney Job Responsibilities: As an Estate Settlement Attorney at the law firm, you will be tasked with guiding families through the process of estate settlement and probate with clarity and efficiency. Your primary responsibilities will include: Client Relations: - Lead client...

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Attorney in Portland, OR

In-House • **Members Only** Portland, OR

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Posted On Aug 31, 26

Full-time 1 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 Portland, OR

In-House • **Members Only** Portland, OR

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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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Legal Staff Paralegal in Portland, OR (Remote)

Law Firm • **Members Only** Portland, OR

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Posted On Sep 09, 26

Full-time 2 views

Practice Area:

Corporate - General Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Commercial) Trusts and Estates - General

Job Tags:

entity formation health insurance Insurance

Assistant – Business Practice Group Law firm is seeking an experienced, highly organized, and detail-oriented Legal Assistant to join our thriving Business Practice Group. This position provides administrative and legal support to attorneys and paralegals across a variety of matters, including...

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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Portland, OR

Law Firm • **Members Only** Portland, OR

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Posted On Aug 05, 26

Full-time 67 views Experience : Min 8 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

brokers equity Estate Planning estate tax Family Law gift tax Insurance Probate trusts Wills

work in a fast-paced environment and handle multiple tasks simultaneously. · Must have excellent time management skills and be able... to meet deadlines. · Must be proficient in Microsoft Office Suite and other relevant software programs....

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Estate & Tax Planning Attorney / Probate Attorney / Trusts and Estates - General Attorney in Portland, OR

Law Firm • **Members Only** Portland, OR

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Posted On Jul 31, 26

Full-time 1 views Experience : 8-12 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Estate Planning Probate trusts Wills

Title: Attorney - Estate Planning Job Responsibilities: - Advise clients on sophisticated estate, trust, and tax planning strategies. - Draft wills, trusts, powers of attorney, and related estate planning documents. - Handle probate and trust administration matters from start to finish. - Meet with clients...

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Attorney in Portland, OR

In-House • **Members Only** Portland, OR

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Posted On Sep 15, 26

Full-time 6 views Experience : Min 5 yrs required

Job Tags:

Affirmative Action family Partnership Software

Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in... providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state...

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Attorney in Portland, OR

In-House • **Members Only** Portland, OR

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Posted On Sep 11, 26

Full-time 2 views Experience : Min 5 yrs required

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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Attorney in Portland, OR

In-House • **Members Only** Portland, OR

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Posted On Sep 22, 26

Full-time 2 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... owners, business-owning families, and owners of private wealth. Key responsibilities include: - Leading... the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting clients in...

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Attorney in Portland, OR (Remote)

In-House • **Members Only** Portland, OR

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Posted On Sep 14, 26

Full-time 1 views Experience : Min 7 yrs required

Job Tags:

Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer

Job Title: Wealth Strategies Advisor Job Responsibilities: - Serve... Advisor teams focusing on wealth planning services for high-... worth clients. - Lead the wealth planning engagement process with... to finish. - Collaborate with Wealth Strategy Specialists and/or Wealth... Strategy Analysts to gather... information, run...

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Attorney in Portland, OR

In-House • **Members Only** Portland, OR

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Posted On Sep 16, 26

Full-time 2 views Experience : 9-9 yrs required

Job Tags:

criminal family finance hedge funds Immigration Insurance investment management Investment Partnerships Mutual Funds Partnership private equity spectrum Taxation

Manager - IM Private Wealth Job Responsibilities: As a Tax Senior... advisory services to investment management clients. You will leverage... your prior experience to assist clients with effective analysis, solution development, and implementation of their tax objectives. Key responsibilities include: - Performing high-level...

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Attorney in Portland, OR

In-House • **Members Only** Portland, OR

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Posted On Aug 25, 26

Full-time 1 views Experience : Min 6 yrs required

Job Tags:

Ethics family finance H-1B Profit Sharing wealth management

navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. Lead... large projects and innovate processes, focusing on achieving results and maintaining operational excellence. Motivate and...

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Attorney in Portland, OR

In-House • **Members Only** Portland, OR

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Posted On Sep 02, 26

Full-time 1 views Experience : Min 8 yrs required

Job Tags:

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

impact. Managing tax compliance and structuring for financial services clients in asset and wealth management. Analyzing and addressing... operational tax risks and implications of investing across jurisdictions. Drafting and reviewing tax documents to validate accuracy and compliance with regulations. Facilitat...

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Attorney in Portland, OR

Government • **Members Only** Portland, OR

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Posted On Jul 02, 26

Full-time 3 views Experience : 10-15 yrs required

Job Tags:

agreements articles of incorporation asset management charitable trust corporate contracts estates family finance Insurance special projects trusts

with the primary oversight of the organization's Supporting Organization and Charitable Trust and Gift Annuity programs. Reporting to the Chief Financial & Operations Officer, the Director's key responsibilities include: - Managing asset management, governance, and legal compliance... for entities with tota...

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Legal Staff Paralegal in Tigard, OR

Law Firm • **Members Only** Tigard, OR

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Posted On Sep 18, 26

Full-time Experience : Min 1 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning health insurance Insurance Probate

Title: Paralegal or Legal Assistant Job Responsibilities: - Assist attorneys in various stages of legal proceedings, particularly in data entry and estate planning document preparation. - Print and prepare estate planning documents for signing appointments. - Act as a witness or notary public during...

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Probate Attorney (Licensed in Oregon or Washington)

Recruiter • **Members Only** Vancouver, WA

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Posted On Jul 01, 26

Full-time 2 views Experience : 1-8 yrs required

Practice Area:

Probate Trusts and Estates - General

OverviewA law firm seeks a Probate Attorney licensed in Oregon or Washington to join their team in Vancouver, WA. The attorney will advise clients, guide a support team, and represent clients in county courts across Oregon and Washington, managing client...

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