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Wealth Transfer Jobs in Bountiful

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United States
Posted On Sep 02, 26
Full-time 9 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
Equal Employment Opportunity Commission Estate and Trust Estate Planning family fiduciary litigation indemnity private client wealth transfer

the Private Client Group of the law firm's tax department. The primary responsibilities include: - Assisting with fiduciary litigation cases, which involves handling legal disputes related to trusts and estates. - Creating, drafting, and implementing sophisticated wealth transfer plans for high-net-worth... indi...

Posted On Aug 19, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning gift tax Insurance Probate trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning gift tax Insurance Probate trusts wealth transfer Wills

of estate planning and wealth transfer matters. - Draft and... health care directives. - Counsel clients on tax-efficient estate and wealth transfer strategies. - Assist with... trust administration, probate, and related legal matters as needed. - Conduct direct meetings with clients to understand the...

Posted On Jul 15, 26
Full-time 1 views Experience : 3-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection creditors equity lawsuit trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection creditors equity lawsuit trusts

Title: Asset Protection Specialist Job Responsibilities: - Develop and implement effective asset protection strategies for clients, particularly those at high risk of lawsuits such as business owners, medical professionals, and real estate investors. - Advise clients on the appropriate legal structures for their...

Posted On Sep 22, 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... Private Tax within the Wealth Tax Advisory Practice, you... and owners of private wealth. Key responsibilities include: - Leading... the delivery of tailored tax advice and compliance solutions for complex family and...

Posted On Sep 02, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
Corporation Equal Employment Opportunity Commission Equal Pay Act estate tax family fiduciary gift tax indemnity Partnership private client Software Taxation wealth transfer
Job Tags:
Corporation Equal Employment Opportunity Commission Equal Pay Act estate tax family fiduciary gift tax indemnity Partnership private client Software Taxation wealth transfer

Title: Certified Public Accountant (5+ years) Job Responsibilities: The Certified Public Accountant (CPA) at the law firm will collaborate closely with Private Client Group attorneys and other CPAs to provide expert advice on gift, estate, GST, and income tax issues, as well...

Posted On Sep 18, 26
Full-time 4 views
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

which include succession planning, wealth transfer planning, and tax... compliance. - Manage and oversee the engagement team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary Taxation. Responsibilities include planning and executing client tax engagements....

Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 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 focused on Partnership, S corporation, or C Corporation as well as Individual and Fiduciary taxation. This includes the planning and execution of client...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: - Prepare and review complex federal, state, and local individual tax returns and related workpapers. - Support tax compliance engagements for high-net-worth individuals, families, trusts, and estates. - Prepare...

Posted On Jul 14, 26
Full-time 8 views Experience : 5-10 yrs required
Practice Area:
Data Privacy - Transactional
Job Tags:
Cybersecurity data security ECPA GDPR HIPAA Insurance Litigation Privacy privacy laws wealth management
Practice Area:
Data Privacy - Transactional
Job Tags:
Cybersecurity data security ECPA GDPR HIPAA Insurance Litigation Privacy privacy laws wealth management

Title: Cybersecurity Privacy Attorney Job Responsibilities: - Assist clients with all aspects of privacy and cybersecurity, including strategic counseling, compliance, incident response, and defense of regulatory actions. - Conduct data breach investigations and manage responses to cyberattacks. - Provide guidance on data breach...

Posted On Jul 14, 26
Full-time 4 views Experience : Min 7 yrs required
Practice Area:
Corporate - M&A Corporate - Venture Capital/Emerging Companies
Job Tags:
acquisitions Commercial Finance due diligence healthcare transactions Insurance Joint Ventures limited liability companies M&A mergers partnerships Securities strategic alliances Venture Capital wealth management
Practice Area:
Corporate - M&A Corporate - Venture Capital/Emerging Companies
Job Tags:
acquisitions Commercial Finance due diligence healthcare transactions Insurance Joint Ventures limited liability companies M&A mergers partnerships Securities strategic alliances Venture Capital wealth management

Title: Corporate Attorney Job Responsibilities: - Engage in mergers and acquisitions (M&A), venture capital, and commercial finance, with a focus on middle-market transactions. - Handle a wide variety of transaction types including public company, private company, stock purchase, and asset purchase. - Structure, negotiate,...

Posted On Aug 11, 26
Full-time 4 views Experience : 3-20 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning Litigation - Trusts & Estates - Defense
Practice Area:
Trusts and Estates - General Estate & Tax Planning Litigation - Trusts & Estates - Defense

planning to join their tax team in Salt Lake City, Utah. The role involves assisting with fiduciary litigation cases, creating sophisticated wealth transfer plans for high-net-worth... individuals, and collaborating on complex estate and trust administration with fiduciary litigation cases....

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