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Wealth Transfer Jobs in Conifer

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United States
Posted On Jul 30, 26
Full-time 2 views Experience : 1-5 yrs required
Practice Area:
Construction - General Corporate - Contract Law Corporate - General Family Law - General Insurance Defense - General Employment Law - General Real Estate - General Estate & Tax Planning Probate
Job Tags:
agreements civil litigation Commercial Law Construction Law defamation Employment Law Energy Estate Planning Family Law Insurance Litigation Probate
Practice Area:
Construction - General Corporate - Contract Law Corporate - General Family Law - General Insurance Defense - General Employment Law - General Real Estate - General Estate & Tax Planning Probate
Job Tags:
agreements civil litigation Commercial Law Construction Law defamation Employment Law Energy Estate Planning Family Law Insurance Litigation Probate

Title: Intake Attorney Job Responsibilities: - Review intake notes, case facts, documents, and relevant background before consultations. - Conduct scheduled and occasional live consultations with pre-screened prospective clients. - Build trust and rapport quickly during approximately 20- to 30-minute consultations. - Identify the prospective client’s...

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Posted On Aug 05, 26
Full-time 11 views
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning estate tax executor family finance Insurance Medicine Probate Taxation wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning estate tax executor family finance Insurance Medicine Probate Taxation wealth transfer

Title: Estate Planning & Wealth Transfer Partner Job Responsibilities: The Estate... Planning & Wealth Transfer Partner will be... on complex estate planning, wealth transfer, business succession planning,... philanthropy, and related income tax matters. Key responsibilities include: - Advising high-net-worth individuals, families, and entrepreneurial...

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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 law firm's Private Client Group, specifically within the tax department. The primary responsibilities include: - Assisting with fiduciary litigation cases. - Creating, drafting, and implementing sophisticated wealth transfer plans for high-net-worth... individuals. - Collaborating and assisting with all aspects of complex e...

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Posted On Sep 03, 26
Full-time 2 views Experience : 2-6 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Equal Pay Act Estate and Trust Estate Planning family indemnity private client wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Equal Pay Act Estate and Trust Estate Planning family indemnity private client wealth transfer

drafting, and implementing sophisticated wealth transfer plans for high-net-worth... individuals. Additionally, the associate will collaborate and assist with all aspects of complex estate and trust administration matters. The role requires the ability to proactively anticipate and resolve issues in a...

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Posted On Sep 09, 26
Full-time 1 views Experience : 2-3 yrs required
Practice Area:
Probate Real Estate - General Real Estate - Purchase and Sale (Residential) Trusts and Estates - General
Job Tags:
Estate and Trust fiduciary Foreclosure Insurance LLC mortgages Probate probate litigation title
Practice Area:
Probate Real Estate - General Real Estate - Purchase and Sale (Residential) Trusts and Estates - General
Job Tags:
Estate and Trust fiduciary Foreclosure Insurance LLC mortgages Probate probate litigation title

Coordinate the sale and transfer of estate and trust... properties, including collaboration with realtors and title companies through closing. - Verify property ownership and titles, and coordinate matters involving insurance, taxes, mortgages, and utilities. - Schedule repairs, maintenance, appraisals, and inspections. - Communicate...

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Posted On Sep 22, 26
Full-time 3 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... a Manager in the Wealth Tax Advisory Practice, you... and owners of private wealth. Your key responsibilities will... include: - Leading the delivery of tailored tax advice and compliance solutions for complex...

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Posted On Sep 14, 26
Full-time 1 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, focusing on... trust, estate/wealth transfer, and financial planning needs... worth clients. - Lead the wealth planning engagement process with... to finish. - Collaborate with Wealth Strategy Specialists and/or Wealth... Strategy Analysts to gather......

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Posted On Sep 02, 26
Full-time 6 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

CPAs to provide expert advice to clients and their advisors on various tax issues, including gift, estate, generation-skipping transfer (GST), and income tax... matters, as well as fiduciary accounting. Key responsibilities include: - Collaborating with attorneys, CPAs, clients, and their advisors...

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Posted On Sep 01, 26
Full-time 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

entities on complex tax matters, including 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 ultra-high-net-worth individual and family office tax compliance engagements, ensuring techni...

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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: As a Tax Senior in the Individual Tax Services – High Net Worth group at the company, you will be tasked with a variety of responsibilities aimed...

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Posted On Sep 22, 26
Full-time 3 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

estate planning to join their team in Denver, Colorado. The role involves assisting with fiduciary litigation cases, creating and implementing wealth transfer plans for high-net-worth... individuals, and managing complex estate and trust administration with fiduciary litigation and...

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