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Wealth Transfer Jobs in Allen

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United States
Posted On Aug 05, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management commercial litigation depositions Employment Law Environmental Law Estate and Trust Estate Planning Family Law Guardianship Litigation Patent personal injury Personal Injury Law Probate Software spectrum trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management commercial litigation depositions Employment Law Environmental Law Estate and Trust Estate Planning Family Law Guardianship Litigation Patent personal injury Personal Injury Law Probate Software spectrum trusts Wills

Title Estate Planning Attorney Job Responsibilities Draft, review, and execute estate planning documents including wills, trusts, powers of attorney, and advance healthcare directives. Provide expert legal counsel on estate, trust, and probate law to clients from diverse backgrounds. Conduct detailed legal research across various jurisdictions...

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Posted On Jul 28, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Financial Institutions pleadings Probate Profit Sharing Software trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Financial Institutions pleadings Probate Profit Sharing Software trusts Wills

from initiation through completion. - Prepare and file necessary probate court pleadings, inventories, accounts, receipts, and related documents. - Coordinate the collection of assets, perform date-of-death valuations, and manage the transfer and distribution of assets. -... Communicate effectively with personal representatives, trustees, beneficiarie...

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Posted On Aug 23, 26
Full-time Experience : Min 10 yrs required
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary FINRA Insurance OFAC pension stage wealth management wealth transfer
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary FINRA Insurance OFAC pension stage wealth management wealth transfer

PWM Wealth Strategist Job Responsibilities The PWM Wealth... Strategist is tasked with... collaborating with Private Wealth Advisors to develop and... $10 million, within Private Wealth Management. The strategist assists... processes and collaborates with wealth management specialists to deepen... and expand relationships with...

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Posted On Aug 27, 26
Full-time 7 views Experience : 7-18 yrs required
Job Tags:
banking criminal Estate Planning estates FINRA Retirement Planning Taxation trusts wealth management wealth transfer
Job Tags:
banking criminal Estate Planning estates FINRA Retirement Planning Taxation trusts wealth management wealth transfer

Job Title: Wealth Strategist Job Description: Company is a... leading provider of comprehensive wealth management and investment products... and services for individuals, companies, and it specializes in goals-based wealth management, including planning for... and guidance. Financial Advisors and Wealth Management Client Associates a......

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Posted On Sep 07, 26
Full-time 4 views Experience : Min 4 yrs required
Job Tags:
Affirmative Action artificial intelligence banking Estate Planning estates family fiduciary Investment Banking investment management lending marketing private client restructuring Securities shareholders trusts wealth management
Job Tags:
Affirmative Action artificial intelligence banking Estate Planning estates family fiduciary Investment Banking investment management lending marketing private client restructuring Securities shareholders trusts wealth management

Title: Associate - Asset & Wealth Management, Private Wealth Management,... Family Office, Digital Estate Planning Job Responsibilities: - Serve as the primary contact for publishing and scaling the Digital Estate Planning solution, at the intersection of Wealth Strategy, Artificial Intelligence, and......

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Posted On Aug 31, 26
Full-time 40 views Experience : Min 2 yrs required
Job Tags:
criminal estates family finance H-1B LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B LLC private client trusts Visa wealth transfer

Tax Associate – Private Client Services ID 2025-6728 Job Locations US-TX-Dallas The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a...

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Posted On Aug 20, 26
Full-time 10 views Experience : 5-5 yrs required
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer

Company, your primary responsibilities will include providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. You will be engaged... in: - Leading the delivery of tailored tax advice and compliance solu...

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Posted On Aug 27, 26
Full-time 1 views Experience : 7-18 yrs required
Job Tags:
banking mortgage loans Partnership private client shareholders wealth transfer
Job Tags:
banking mortgage loans Partnership private client shareholders wealth transfer

Title: Private Client Manager II Job Description: The Private Client Manager II role at the company is central to expanding and deepening client relationships by identifying opportunities to enhance existing connections. The position involves advising clients on their financial needs and utilizing...

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Posted On Aug 31, 26
Full-time 1 views
Job Tags:
appeals Corporate Taxation finance marketing partnerships Software special projects Transfer Pricing
Job Tags:
appeals Corporate Taxation finance marketing partnerships Software special projects Transfer Pricing

Title: Tax Senior Manager, Accounting Methods Job Responsibilities: - **Research**: Conducts in-depth research on tax-related topics, ensuring accuracy of facts and sources. Prepares studies of tax implications and outlines alternative courses of action for clients. Composes research memos and develops presentations for...

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Posted On Jul 20, 26
Full-time Experience : Min 6 yrs required
Job Tags:
family finance H-1B Partnership wealth transfer
Job Tags:
family finance H-1B Partnership wealth transfer

Title Private Tax - FPW - Seasonal Senior Manager Job Responsibilities - Providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses. - Leading strategic tax advisory projects, leveraging skills and industry knowledge to deliver quality results....

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Posted On Jul 28, 26
Full-time 3 views Experience : 2-4 yrs required
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
agreements company policies contracts Ethics Insurance licensing
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
agreements company policies contracts Ethics Insurance licensing

Title: Corporate Counsel Job Responsibilities: - Draft, review, and negotiate a wide variety of commercial agreements. - Act as a liaison between the Contract Team and other stakeholders within the organization. - Articulate negotiating positions to stakeholders. - Advise on contract interpretation, risk mitigation, and...

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Posted On Aug 05, 26
Full-time Experience : 4-4 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Title: Tax Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice are responsible for overseeing multiple engagement teams that cater to a diverse array of sophisticated clients. These clients may include some of the wealthiest families...

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Posted On Aug 27, 26
Full-time 1 views Experience : 5-18 yrs required
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer

Title: Senior Trust Officer Job Responsibilities: - Manage a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. - Oversee the administration and business development of complex investment management and trust accounts. - Work...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

complex tax matters. This includes income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other... sophisticated planning opportunities. - Lead the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer

with assets generally exceeding $25 million. Provide consultation on complex planning scenarios, utilizing expertise in wealth transfer strategies, multigenerational planning,... charitable giving, asset protection, and tax planning. Develop client presentation materials and demonstrate professional relationship management skills. - Deliver expert...

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Posted On Aug 27, 26
Full-time 13 views Experience : Min 7 yrs required
Job Tags:
appeals Corporate Taxation finance marketing partnerships Software special projects Transfer Pricing
Job Tags:
appeals Corporate Taxation finance marketing partnerships Software special projects Transfer Pricing

Title: Senior Manager, Accounting Methods Job Responsibilities: Research: - Identify situations requiring research and conduct appropriate investigations. - Confirm the accuracy of facts and sources. - Prepare studies of tax implications and outline alternative courses of action for clients. - Compose effective research memos to support...

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Posted On Sep 07, 26
Full-time 3 views Experience : 5-10 yrs required
Job Tags:
asset management banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management spectrum Taxation trusts wealth management Wills
Job Tags:
asset management banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management spectrum Taxation trusts wealth management Wills

Title: Estate Administrator - VP Job Responsibilities: - Work with the Account Opening Group to open estate or trust accounts. - Interpret the governing instrument and applicable law to ensure the proper setup of account records, including payments, fee schedules (when appropriate), and...

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Posted On Jul 27, 26
Full-time 21 views Experience : 4-20 yrs required
Practice Area:
Tax - M&A and Transactions Tax - International
Practice Area:
Tax - M&A and Transactions Tax - International

OverviewA law firm seeks a highly experienced Senior Tax Attorney in Dallas, TX. This senior-level role offers the opportunity to lead tax matters across multiple practice areas, including corporate transactions, trusts and estates, litigation, and complex family law. The position...

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