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Wealth Transfer Jobs in Shaker Heights

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United States
Posted On Sep 17, 26
Full-time 83 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Probate
Job Tags:
Business Law Estate Planning family Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate
Job Tags:
Business Law Estate Planning family Probate trusts Wills

successful candidate for this position will have a minimum of 5 years’ experience in estate planning and probate law. The candidate must also have a Juris Doctor degree from an accredited law school and be an active member in good...

Posted On Jun 29, 26
Full-time 9 views Experience : 2-3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates fiduciary Financial Institutions Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates fiduciary Financial Institutions Probate trusts Wills

Title: Trust & Estates and Probate Paralegal Job Responsibilities: The Trust & Estates and Probate Paralegal will play a crucial role in supporting attorneys with various legal processes related to estate and trust administration, probate proceedings, and associated legal matters. The core...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts

Title:** Senior Counsel - Trusts and Estates **Job Responsibilities:** The Senior Counsel for Trusts and Estates is responsible for performing significant and complex legal work while regularly interacting with management. Key duties include overseeing legal research, analysis, consultation, and documentation...

Posted On Sep 22, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Tax - Private Client Services Tax - Transfer Pricing Tax - Federal Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Practice Area:
Tax - Private Client Services Tax - Transfer Pricing Tax - Federal Tax - General
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 at... business-owning families, and private wealth holders. Your key responsibilities... will include: - Leading the delivery of tailored tax advice and compliance solutions for...

Posted On Sep 22, 26
Full-time 1 views 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...

Posted On Sep 25, 26
Full-time 2 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 25, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Estate Planning estates family fiduciary finance Immigration inheritance Taxation trusts wealth transfer
Job Tags:
Estate Planning estates family fiduciary finance Immigration inheritance Taxation trusts wealth transfer

within the company's Private Wealth practice, the primary responsibilities... include leading federal tax compliance and consulting engagements for a diverse portfolio of clients. This role involves advising clients on compliance and consulting matters, serving as a trusted advisor, and working...

Posted On Aug 11, 26
Full-time 17 views Experience : 1-10 yrs required
Practice Area:
Estate & Tax Planning Probate
Practice Area:
Estate & Tax Planning Probate

OverviewA law firm seeks a Trusts and Estates Associate Attorney in Cleveland, Ohio. This role involves providing legal services in estate planning, trust administration, tax compliance, and probate matters. The successful candidate will work closely with clients to develop personalized...

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