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Wealth Transfer Jobs in District Of Columbia

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United States
Posted On Sep 21, 26
Full-time 4 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estate tax private client stage Taxation
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estate tax private client stage Taxation

structuring and implementation of wealth-transfer strategies under the guidance... of senior attorneys. - Exposure to estate administration and assisting with the preparation, review, and filing of federal gift and estate tax returns. - Engaging in domestic estate, gift, and income tax planning;...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
banking Corporation Deferred Compensation employee benefits Estate Planning Government Insurance pension Retirement Planning Software stock options Taxation wealth management wealth transfer
Job Tags:
banking Corporation Deferred Compensation employee benefits Estate Planning Government Insurance pension Retirement Planning Software stock options Taxation wealth management wealth transfer

Job Title: Wealth Strategist II Job Responsibilities: The Wealth... Strategist II is responsible... leveraging deep technical expertise and a comprehensive understanding of client goals to partner closely with Wealth Advisors and collaborate with... internal specialists and external Centers of Influence. The p...

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Posted On Sep 11, 26
Full-time 4 views Experience : 2-3 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family private client Taxation trusts
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family private client Taxation trusts

Title: Private Client Services Associate - Junior to Mid-Level Job Responsibilities: The Private Client Services Associate will join the Private Client Services group within the Tax Practice. The group provides an interdisciplinary approach to addressing the complex needs of wealthy...

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Posted On Sep 03, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Corporate - General Real Estate - General Estate & Tax Planning Probate
Job Tags:
Business Law civil litigation Estate Planning Family Law pleadings Probate Software
Practice Area:
Corporate - General Real Estate - General Estate & Tax Planning Probate
Job Tags:
Business Law civil litigation Estate Planning Family Law pleadings Probate Software

Title: Legal Assistant Job Responsibilities: Client Communications and Call Handling - Answer incoming calls to the law firm in a professional, friendly, and polished manner. - Serve as a primary point of contact for existing clients, prospective clients, courts, opposing offices, vendors, and other...

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Posted On Sep 03, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - 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 responsible for: - Assisting individuals and families with sophisticated estate and tax planning techniques. - Creating and administering family offices. - Administering,...

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Posted On Sep 14, 26
Full-time 29 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Provide unbiased, customized wealth planning guidance to clients... on the development and presentation of Wealth Strategy and Advice materials... to guide client and advisor decision making. - Present in an easily digestible, conversat...

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Posted On Sep 18, 26
Full-time 1 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

of tax services, including wealth transfer, charitable and retirement... planning, and tax compliance. - Manage and oversee the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate taxation, including planning and execution of client tax engagements. - Collaborate with specialists regarding...

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Posted On Sep 18, 26
Full-time 2 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer

of tax services including wealth transfer, charitable and retirement... planning, and tax compliance. - Lead the engagement team focusing on individual, fiduciary, gift, generation-skipping, and estate taxation. This includes planning and executing client tax engagements that exceed client expectations and profitability...

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Posted On Sep 04, 26
Full-time 6 views Experience : Min 7 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Asset/Investment Management Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Securities and Capital Markets Corporate - Asset/Investment Management Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

specifically in the Private Wealth Public Funds (PWPF) Legal... Group. This role is integral to supporting the legal needs of Blackstone Real Estate Income Trust (BREIT) and involves a wide range of responsibilities focused on global fundraising, marketing initiatives, and...

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Posted On Aug 22, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

Title: Private Client International Tax and Estate Planning Associate / Senior Associate Job Responsibilities: The Private Client Department at the law firm is seeking an associate with a minimum of 5 years of international tax and estate planning experience. The candidate...

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Posted On Aug 21, 26
Full-time 3 views Experience : 8-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal equity Estate Planning estates family fiduciary second chair trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal equity Estate Planning estates family fiduciary second chair trusts

Title: Private Clients, Trusts & Estates Senior Associate / Counsel / Income Partner Job Responsibilities: The position involves significant responsibilities working with two experienced partners in the Private Clients, Trusts & Estates practice at a law firm. The attorney will: - Second chair...

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Posted On Sep 22, 26
Full-time Experience : 1-10 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General

ideal candidate will have 2 to 5 years of experience in estate planning and administration, with a focus on wealth-transfer strategies and tax ... standard and sophisticated estate planning structuring and implementing wealth-transfer with estate administration... and tax...

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