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Wealth Transfer Jobs in Lynnwood

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United States
Posted On Sep 04, 26
Full-time 3 views
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Bankruptcy civil litigation creditors Employment Law Estate and Trust Estate Planning estates family Family Law gift tax Insurance partnerships Probate Real Estate Law Software Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Bankruptcy civil litigation creditors Employment Law Estate and Trust Estate Planning estates family Family Law gift tax Insurance partnerships Probate Real Estate Law Software Taxation trusts wealth transfer Wills

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...

Posted On Aug 21, 26
Full-time 13 views Experience : Min 4 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
creditors Estate Planning estate tax estates Insurance pleadings power of attorney Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
creditors Estate Planning estate tax estates Insurance pleadings power of attorney Probate trusts Wills

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...

Posted On Sep 03, 26
Full-time 4 views Experience : Min 3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
equity estate tax estates family gift tax Insolvent Insurance private client Probate Software
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
equity estate tax estates family gift tax Insolvent Insurance private client Probate Software

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...

Posted On Sep 15, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts

Title: Private Client Services Associate Attorney - Midlevel Job Responsibilities: The role involves working within the law firm's national Private Client Services Group. The primary responsibilities include: - Assisting individuals and families with sophisticated estate and tax planning techniques. -...

Posted On Sep 22, 26
Full-time 4 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 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,...

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... worth clients' trust, estate/wealth transfer, and financial planning needs. -... Build and maintain relationships with Advisor teams, clients, prospects, and centers of influence. - Perform technical analyses of clients' estate and financial information. - Develop and...

Posted On Sep 14, 26
Full-time 23 views Experience : Min 5 yrs required
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer

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...

Posted On Sep 18, 26
Full-time 8 views
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

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...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required
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

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...

Posted On Sep 17, 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 Sep 11, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Tax - Federal Real Estate - Tax Tax - General Tax - State & Local Trusts and Estates - General
Job Tags:
document review Estate Planning family Financial Institutions gift tax Insurance Probate trusts
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Tax - Federal Real Estate - Tax Tax - General Tax - State & Local Trusts and Estates - General
Job Tags:
document review Estate Planning family Financial Institutions gift tax Insurance Probate trusts

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...

Posted On Sep 15, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Controversy and Dispute Resolution Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Controversy and Dispute Resolution Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts

Title: Private Client Services Associate Attorney - Midlevel Job Responsibilities: The role of a Private Client Services Associate Attorney at the law firm involves working with a nationally recognized team that specializes in various aspects of estate and tax planning....

Posted On Aug 07, 26
Full-time 13 views Experience : 1-12 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

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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