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Wealth Transfer Jobs in Duluth

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United States
Posted On Sep 03, 26
Full-time 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...

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Posted On Sep 10, 26
Full-time 9 views Experience : 5-7 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Taxation trusts wealth transfer Wills

support the Taxation and Wealth Planning Department at a... high-net-worth individuals on complex wealth transfer and estate planning... matters. The associate will assist fiduciaries in trust and estate administration, playing a key role in helping clients define, protect, and achieve...

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Posted On Aug 24, 26
Full-time Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates gift tax partnerships Taxation trusts Wills
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates gift tax partnerships Taxation trusts Wills

high and ultra-high net worth individuals and businesses. - Draft wills and complex estate planning documents, including Grantor Retained Annuity Trusts (GRATs), intentionally defective grantor trusts, charitable trusts, and similar documents. - Counsel clients on estate, gift, and generation-skipping transfer tax planni...

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Posted On Aug 11, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
Asset Protection Estate Planning family gift tax health insurance Insurance limited liability companies Living Trusts LLC Partnership partnerships Prenuptial Agreements Probate Taxation trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
Asset Protection Estate Planning family gift tax health insurance Insurance limited liability companies Living Trusts LLC Partnership partnerships Prenuptial Agreements Probate Taxation trusts Wills

Title: Estate Planning Associate Attorney Job Responsibilities: - Draft various estate planning instruments, including last wills and testaments, revocable living trusts, irrevocable trusts for life insurance, spousal lifetime access trusts, gifting trusts, powers of attorney, and advance health care directives. - Develop estate...

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Posted On Aug 19, 26
Full-time 1 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance LLC pleadings Probate title
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance LLC pleadings Probate title

Title: Paralegal Job Responsibilities: - Prepare, proof, and edit all Probate Court pleadings and discovery based on client-provided information. - Regularly communicate with clients via letter, email, phone, and in-person regarding the status of their matters, additional information needed, and the next steps. -...

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Posted On Sep 07, 26
Full-time 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 collaboratively... with divisional leadership and Wealth Planning & Advice (WP&A)... present content on various wealth management topics. - Serve as... resource to the US Wealth Management (USWM) field, providing... guidance on both simple...

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Posted On Aug 26, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
employee benefits estates Insurance partnerships Securities Taxation trusts
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
employee benefits estates Insurance partnerships Securities Taxation trusts

Attorney - Tax and Wealth Planning Group Job Responsibilities: - Counsel... acquisition, preservation, management, and transfer of their property. - Provide... expert guidance on a variety of legal areas including income, gift, estate and generation-skipping taxation, trusts, estates, charitable giving, employee benefits, securities,...

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Posted On Aug 31, 26
Full-time 9 views Experience : 4-4 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Title: Tax Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company are tasked with overseeing multiple engagement teams handling a diverse array of sophisticated clients. These clients may include some of the wealthiest...

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Posted On Aug 31, 26
Full-time
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: Tax Senior Manager, Accounting Methods Job Responsibilities: - Research: Conducts necessary investigations on identified topics, confirms accuracy of facts and sources, prepares studies of tax implications, outlines alternative courses of action for clients, composes research memos, and develops presentations for marketing...

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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

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 technical ac...

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Posted On Sep 03, 26
Full-time 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...

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Posted On Aug 26, 26
Full-time Experience : Max 3 yrs required
Practice Area:
Tax - Controversy and Dispute Resolution Tax - IRS Audits and Appeals Tax - General
Job Tags:
Business Law Commercial Contracts depositions document review due diligence entity formation health insurance Litigation LLC Partnership partnerships pleadings purchase and sale agreements
Practice Area:
Tax - Controversy and Dispute Resolution Tax - IRS Audits and Appeals Tax - General
Job Tags:
Business Law Commercial Contracts depositions document review due diligence entity formation health insurance Litigation LLC Partnership partnerships pleadings purchase and sale agreements

is a boutique private wealth firm located in downtown... Marietta. The firm specializes in representing closely held businesses, partnerships, real estate entities, and the families and principals behind them in various transactions and controversies. Their docket includes cases involving ....

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Posted On Aug 27, 26
Full-time Experience : 2-8 yrs required
Practice Area:
Tax - Private Client Services Tax - General
Practice Area:
Tax - Private Client Services Tax - General

seeks a Tax and Wealth Planning Attorney to join... to income, gift, estate, and generation-skipping taxation, as well as trusts, estates, and charitable clients on tax and wealth planning and implement... tax-efficient plans for asset management and tra...

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