Post Jobs Upload Your Resume Log in

Wealth Transfer Jobs in Ballwin

13 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. Missouri
  4. Ballwin
  5. Wealth Transfer

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Sign Up

United States
Posted On Jul 26, 26
Full-time 2 views Experience : Min 10 yrs required
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax Insurance operating agreements Securities Software Taxation trusts wealth transfer
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax Insurance operating agreements Securities Software Taxation trusts wealth transfer

Title: Managing Director of Wealth Transfer Strategy Job Responsibilities: Client Strategy... deliver customized estate and wealth transfer strategies. - Review, interpret,... and summarize complex estate planning documents such as irrevocable trusts, operating agreements, buy-sell agreements, voting trusts, and shareholder agreements. - Provide recommendations for...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 05, 26
Full-time Experience : Min 5 yrs required
Job Tags:
banking Estate Planning fiduciary Insurance investment management lending private client Taxation wealth management wealth transfer
Job Tags:
banking Estate Planning fiduciary Insurance investment management lending private client Taxation wealth management wealth transfer

comprehensive advice and customized wealth management solutions for high-net-worth... clients and families. - Effectively manage a portfolio of relationships comprised of fiduciary, IRA, and investment management clients. - Maintain a client-centric focus and a desire to exceed client expectations. - Manage high-net-worth clients...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 28, 26
Full-time 1 views Experience : Max 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family fiduciary private client wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family fiduciary private client wealth transfer

Title: Private Client Associate Job Responsibilities: The Private Client Associate will be responsible for assisting in the Private Client practice group, focusing on estate planning and wealth transfer strategies. Key duties... include: - Engagement in estate and trust administration - Gift and estate tax...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jun 04, 26
Full-time 10 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Trusts and Estates - General
Job Tags:
brokers Estate Planning fiduciary Financial Institutions Insurance pleadings private client Probate Profit Sharing Software Transportation wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Trusts and Estates - General
Job Tags:
brokers Estate Planning fiduciary Financial Institutions Insurance pleadings private client Probate Profit Sharing Software Transportation wealth transfer

Title: Private Client Paralegal – Tax Specialist Job Responsibilities: - Prepare federal estate tax returns (Form 706) by compiling asset information, reviewing valuations, handling portability elections, deductions, and supporting schedules. - Prepare federal gift tax returns (Form 709), including split-gift elections and tracking...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jun 15, 26
Full-time 4 views Experience : Min 3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates fiduciary gift tax Insurance Litigation Probate trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates fiduciary gift tax Insurance Litigation Probate trusts

Title: Paralegal - Trusts & Estates Job Responsibilities: - Preparing estate tax returns, gift tax returns, individual and fiduciary income tax returns (1041, 1065, and 706). - Assisting with the trust process, including funding, administration, and notices. - Assisting with...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jun 15, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning estates Litigation trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning estates Litigation trusts Wills

Title: Trusts & Estates Associate Attorney Job Responsibilities: The Trusts & Estates Associate Attorney will be responsible for providing legal counsel to families and individuals regarding the administration and disposition of their estates. This includes both basic and sophisticated lifetime,...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
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... to business 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 c...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 17, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

opportunities, including succession planning, wealth transfer planning, and tax... compliance. - Manage and oversee the engagement team with a focus on Partnership, S corporation, or C Corporation as well as Individual and Fiduciary Taxation, which includes planning and executing client tax...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 01, 26
Full-time Experience : Min 6 yrs required
Job Tags:
Estate Planning family finance trusts wealth transfer
Job Tags:
Estate Planning family finance trusts wealth transfer

Title: Tax Manager or Director - Gift, Estate, Trusts Job Responsibilities: - Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 03, 26
Full-time 1 views Experience : 5-6 yrs required
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

to business owners, business-owning families, and owners of private wealth. Advising on matters involving... family, business entities, and private wealth management, including High Net... Worth Individuals' personal business matters, family and business governance, wealth transfer succession, family constitutions,... and...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Trusts & Estates Attorney

Recruiter • **Members Only** Saint Louis, MO

Apply
Posted On Jul 28, 26
Full-time 30 views Experience : 1-12 yrs required
Practice Area:
Trusts and Estates
Practice Area:
Trusts and Estates

OverviewA law firm seeks a skilled Trusts & Estates Attorney to join its team. This role is ideal for a legal professional with a passion for estate planning and trust administration. The firm provides a collaborative and supportive environment for...

Sign In or Sign Up in seconds to view this job on LawCrossing.

By Employer Type

In-House Law Firm Recruiter
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend