Wealth Transfer Jobs in Federal Way

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United States
Full-time 2 views

Title: Estate Planning Attorney Job Responsibilities: - Draft and implement advanced estate planning documents such as wills, revocable and irrevocable trusts, ILITs, GRATs, IDGTs, SLATs, family limited partnerships/LLCs, and other complex planning instruments. - Advise clients, families, closely-held businesses, private...

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Full-time 13 views Experience : Min 4 yrs required

Title: Estate Planning and Probate Associate Job Responsibilities: The Estate Planning and Probate Associate will be responsible for a variety of tasks within the Trusts and Estates practice. These responsibilities include: - Drafting and reviewing estate planning documents such as...

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Full-time 18 views Experience : Min 5 yrs required

Title: Private Client Services Associate Attorney - Midlevel Job Responsibilities: The Private Client Services Associate Attorney will be part of a nationally recognized team that assists individuals and families with a variety of sophisticated estate and tax planning techniques. The...

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Posted On Sep 03, 26
Full-time 4 views Experience : Min 3 yrs required

Title: Paralegal Job Responsibilities: As a Probate Paralegal within the law firm's Private Client Services group, the candidate is expected to fulfill various responsibilities aimed at supporting the legal team and clients effectively. The primary duties include: - Maintaining positive client contact and...

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Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required

- Private Tax - Wealth Tax Advisory Job Responsibilities: As a... support to business owners, business-owning families, and private wealth owners. The role involves... advising on family, business entities, and private wealth management matters, including High... Net Worth Individuals' personal business matters,...

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Posted On Aug 27, 26
Full-time 23 views Experience : Min 5 yrs required

Title: Sr. Trust Officer Job Responsibilities: The Sr. Trust Officer is responsible for managing a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, particularly those involving multi-generational families. Key responsibilities include: - Overseeing the administration and business development of...

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Posted On Aug 17, 26
Full-time 8 views

of tax services to clients, including: - Advising single-family, multi-family, and virtual-family office clients as well as multi-generational families on tax services such as structuring and modeling, succession planning, wealth transfer planning, and tax... compliance. - Managing and overseeing th...

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Posted On Aug 17, 26
Full-time Experience : Min 5 yrs required

tax services, which include 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. This includes planning and executing client tax engagements. - Collaborate with specialists...

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Full-time 3 views Experience : Min 5 yrs required

Title: Private Client Services Associate Attorney - Midlevel Job Responsibilities: The Private Client Services Associate Attorney will be part of a nationally recognized team that offers comprehensive legal services in the domain of estate and tax planning. The key responsibilities...

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Posted On Sep 11, 26
Full-time Experience : Min 5 yrs required

Title: Paralegal – Estate Planning, Tax Planning, Funding, Trust & Estate Administration Job Responsibilities: - Draft and revise estate planning documents and assist attorneys with advanced estate and tax-planning matters, including trusts, gifting strategies, closely held businesses, real estate interests, and estate...

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Posted On Jul 27, 26
Full-time 13 views Experience : 1-12 yrs required

expand its practice in wealth transfer, estate settlement, and... fiscal advisory services. This individual will cultivate existing client relationships while guiding new matters, with the potential to integrate a small established team if OverviewLocation: Seattle, WAExperience: 1–6 years of...

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