Legal Wealth Management Jobs Jobs in Sugar Land, TX

Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Sugar Land, TX

In-House • **Members Only** Sugar Land, TX

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Posted On Sep 06, 26

Full-time 2 views Experience : Min 1 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events aimed at educating potential clients on their estate and financial planning options. - Conduct consultations with clients to gather necessary information and assist them in taking actionable steps. - Design and review personalized...

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Legal Staff Paralegal in Bellaire, TX

Law Firm • **Members Only** Bellaire, TX

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Posted On Jul 14, 26

Full-time 12 views Experience : Min 3 yrs required

Practice Area:

Probate

Job Tags:

Elder Law Estate Planning Probate trusts

with strong organizational skills - Communicating effectively with attorneys, clients, and co-workers - Utilizing technology for efficient case management - Entering time accurately... and efficiently - Maintaining the ability to work on multiple cases simultaneously while staying focused on specif...

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Legal Staff Paralegal in Katy, TX

Law Firm • **Members Only** Katy, TX

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Posted On Jul 27, 26

Full-time 4 views Experience : Min 2 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Estate Planning family health insurance Probate Software trusts Wills

estate planning documents using Wealth Docx (WealthCounsel). - Customize trusts,... estate planning materials based on attorney direction. - Prepare deeds and trust funding documents. - Take ownership of funding management for trusts. - Review drafted... documents for accuracy, consistency, grammar, formatting, and legal compl...

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Legal Staff Paralegal in Katy, TX

Law Firm • **Members Only** Katy, TX

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Posted On Jul 27, 26

Full-time 2 views Experience : Min 2 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Estate Planning family health insurance Probate Software trusts Wills

estate planning documents using Wealth Docx (WealthCounsel). - Customize trusts,... estate planning materials based on attorney direction. - Prepare deeds and trust funding documents. - Take ownership of funding management for trusts. - Review drafted... documents for accuracy, consistency, grammar, formatting, and legal compl...

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Estate & Tax Planning Attorney in Houston, TX

In-House • **Members Only** Houston, TX

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Posted On Sep 21, 26

Full-time 1 views Experience : Min 3 yrs required

Practice Area:

Estate & Tax Planning

Job Tags:

child Insurance Investment Banking pension spouse title wealth management

Job Title: Wealth Strategist II Job... Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients. - Collaborate with senior planning resources on complex matters and specific subject areas. - Partner in acquiring new clients...

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Attorney in Houston, TX

In-House • **Members Only** Houston, TX

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Posted On Sep 14, 26

Full-time 1 views Experience : 7-7 yrs required

Job Tags:

banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer

Executive Director, Advanced Planner (Wealth Strategist) Job Responsibilities: - Work collaboratively... present content on various wealth management topics. - Serve as... trust & estate planning strategies, concentrated position management, corporate executive services, and... pre-liquidity transaction planning. - Partner with field leadership and Practice Managemen...

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Attorney in Houston, TX

In-House • **Members Only** Houston, TX

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Posted On Sep 16, 26

Full-time 1 views Experience : Min 8 yrs required

Job Tags:

family finance guardian H-1B wealth management

Job Title Asset & Wealth Management Tax Director Job... initiatives for asset and wealth management clients. - Overseeing... the preparation and filing of complex tax returns to ensure adherence to regulatory requirements. - Analyzing financial data to identify tax optimization...

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Attorney in Houston, TX

In-House • **Members Only** Houston, TX

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Posted On Aug 27, 26

Full-time 1 views Experience : Min 8 yrs required

Job Tags:

Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... initiatives for asset and wealth management clients. - Oversee the... preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyze financial data to identify tax optimization opportunities and mitigate compliance...

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Attorney in Houston, TX

In-House • **Members Only** Houston, TX

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Posted On Sep 16, 26

Full-time 2 views Experience : Min 6 yrs required

Job Tags:

asset management family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Senior Manager Job... initiatives for asset and wealth management clients to ensure... adherence to complex tax regulations. - Review and analyze financial data to prepare and file accurate tax returns. - Validate clients' compliance with tax...

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Attorney in Houston, TX

In-House • **Members Only** Houston, TX

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Posted On Sep 16, 26

Full-time Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: - Lead tax compliance workstreams and manage client expectations effectively. - Guide teams in the preparation and filing of tax returns to meet regulatory requirements. - Utilize analytical thinking to review...

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Attorney in Houston, TX

In-House • **Members Only** Houston, TX

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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 Houston, TX

In-House • **Members Only** Houston, TX

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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 Houston, TX

In-House • **Members Only** Houston, TX

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Posted On Sep 22, 26

Full-time Experience : Min 4 yrs required

Job Tags:

family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Lead tax compliance workstreams and manage client expectations effectively. - Guide teams in the preparation and filing of tax returns to meet regulatory requirements. - Utilize analytical thinking to review and analyze financial...

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Legal Staff Paralegal in Houston, TX

Law Firm • **Members Only** Houston, TX

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Posted On Sep 07, 26

Full-time 2 views Experience : Min 3 yrs required

Practice Area:

Probate Trusts and Estates - General

Job Tags:

creditors Estate Planning estates family fiduciary litigation Financial Institutions Probate Software title

Title: Estate Administration & Probate Paralegal Job Responsibilities: - Prepare and file core probate documents, including Notices to Creditors, inventories, accountings, and proposed distributions. - Submit and track court filings and deadlines with the Clerk of Court. - Coordinate with financial institutions, title companies,...

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Legal Staff Paralegal in Houston, TX

Law Firm • **Members Only** Houston, TX

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Posted On Sep 23, 26

Full-time 23 views Experience : Min 5 yrs required

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

Job Tags:

Bankruptcy civil litigation Estate Planning estates Family Law Probate trials trusts Wills

Title: Senior Probate/Wills/Trusts Paralegal Job Responsibilities: As a Senior Probate/Wills/Trusts Paralegal at the law firm, you will engage in a variety of tasks aimed at supporting families through probate administration and estate planning with a focus on compassion, efficiency, and excellence. Key...

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

In-House • **Members Only** Houston, TX

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Posted On Sep 14, 26

Full-time 35 views Experience : 7-18 yrs required

Practice Area:

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

Job Tags:

banking criminal Estate Planning estates FINRA Retirement Planning Taxation trusts wealth management wealth transfer

Job Title: Wealth Strategist Job Responsibilities: - Develop wealth... transfer strategies for ultra-high... net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does...

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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Houston, TX

Law Firm • **Members Only** Houston, TX

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Posted On Sep 09, 26

Full-time 9 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: The... Private Wealth Senior Counsel is responsible... and business clients with wealth management, asset protection, and... addressing gift and estate tax issues. The candidate must demonstrate strong attention to detail and deliver high-quality,...

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Legal Staff Paralegal in Houston, TX

Academic • **Members Only** Houston, TX

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Posted On Jul 03, 26

Full-time 4 views Experience : 1-2 yrs required

Practice Area:

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

Job Tags:

advertising Civil Rights Estate Planning Harassment licensing Litigation marketing Probate Software title trials

Title Paralegal Job Responsibilities The Paralegal at a reputed firm will be responsible for supporting the legal team with a variety of tasks that include preparing and maintaining legal documents, filing motions and legal briefs, interviewing clients and witnesses, and conducting legal research....

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Associate Attorney

Recruiter • **Members Only** Bellaire, TX

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Posted On Aug 09, 26

Full-time 4 views Experience : 3-20 yrs required

Practice Area:

Elder Law Trusts and Estates - General

OverviewA law firm seeks an Associate Attorney in Bellaire, TX, with a focus on Elder Law. The ideal candidate will demonstrate empathy for the elderly and individuals requiring complex legal legal counsel in Elder Law, Estate Planning, and Probate...

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