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Wealth Transfer Jobs in Austin

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United States
Posted On Sep 07, 26
Full-time 4 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates mergers revocable trust Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates mergers revocable trust Taxation trusts wealth transfer

Job Title: Private Wealth Services Associate (Senior-Level) Job Responsibilities: -... administration, and gift, estate, and generation-skipping transfer tax planning. - The role... requires designing and drafting complex estate planning documents, including revocable trust agreements, Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access T...

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Posted On Sep 03, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Tax - Private Client Services Tax - Controversy and Dispute Resolution Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Tax - Private Client Services Tax - Controversy and Dispute Resolution Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts

Title: Private Client Services Associate Attorney - Midlevel Job Responsibilities: The Private Client Services Associate Attorney will be part of a nationally recognized team that assists individuals and families with sophisticated estate and tax planning techniques. The primary responsibilities include:...

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Posted On Aug 27, 26
Full-time 2 views Experience : Min 7 yrs required
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer
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 interested in wealth planning services to address... worth clients' trust, estate/wealth transfer, and financial planning needs. -... Lead the wealth planning engagement process with... to finish. - Work with Wealth Strategy Specialists and/or Wealth... Strategy Analysts to gather......

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Posted On Sep 07, 26
Full-time 1 views Experience : 4-7 yrs required
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer
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 with... present content across different wealth management topics. - Serve as... a resource to the field in areas of both simple and sophisticated tax and trust & estate planning strategies, as well as...

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Posted On Aug 18, 26
Full-time 26 views Experience : 5-8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

Job Title: Wealth Advisor III Job Responsibilities: - Serve... as the primary relationship advisor for high net worth and ultra-high net worth clients, focusing on developing and deepening client relationships through high-level client service. - Responsible for meeting revenue growth, profitability, and client...

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Posted On Aug 17, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

service. Your duties will include: - Advising single-family, multi-family, and virtual-family office clients, as well as multi-generational families, on a full spectrum of tax services. This includes structuring and modeling, succession planning, wealth transfer planning, and tax... compliance. - Managing...

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Posted On Aug 27, 26
Full-time 11 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 investigations on identified topics. - Confirm accuracy of facts and sources where appropriate. - Prepare studies of tax implications and outline alternative courses...

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Posted On Aug 03, 26
Full-time 4 views Experience : 2-15 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

seeks a Senior Private Wealth Services Associate for its... range of clients across various industries, providing sophisticated estate planning and wealth management and draft... complex estate planning documents, including revocable trust agreements and wealth transfer QSBS stock,... busi...

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