Wealth Transfer Jobs in Springboro

Associate Attorney at Law Firm Law Firm is actively recruiting for an Associate Attorney to join their estate planning, probate, and elder law department. This position offers a great opportunity for a lawyer with 3rd+ years of experience, as well as a future partner opportunity. ## Job Responsibilities The Associate Attorney will be responsible for: * Meeting with clients to review their estate planning needs and goals * Preparing and drafting wills, trusts, d... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Estate Planning Associate The candidate will have sophisticated estate and wealth planning, business succession planning,... fiduciary representation, and estate and trust administration, with significant client contact. Must have 2+ years of experience with counseling clients and assisting in estate planning and trust and estate administration. A background in contract drafting, business succession planning, sophisticated wealth transfer planning, and/or federal... income tax pla... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Senior Wealth Planning Analyst Duties: Partners... with Wealth Strategists, WMAs, and other... specialists to deliver the firm's discovery experience to prospects and clients with a general focus on clients with greater than $10 million investable asset segment. Focus in this process is documenting an effective level of understanding of the family’s current financial situation across all disciplines and collaboratively developing a Wealth Strategy analysis. Remains engaged... with th... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Senior Wealth Strategist Duties: Serves as... the primary Wealth Planning expert and resource... for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net worth) involving complex financial issues and strategies, typically including multi-generational trusts, closely-held business entities, corporate executives, and private foundations. Partners with WMAs in the prospecting experience participating in all aspects of delivering the firm's d... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Staff Attorney The candidate will focus on the drafting of estate plans containing revocable trusts, testamentary trusts, irrevocable trusts, as well as buy-sell agreements restricting transfers of stock. Must have 2+years of experience with an emphasis on estate planning and trust and estate administration. Additional experience in the areas of taxation, corporate, and the personal succession planning of high-net-worth individuals is a plus. Must possess excellent... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Paralegal Duties: Managing growing Estate Planning Law Firm by providing document preparation, client communication, organization assistance, and information supportInput, edit, retrieve, copy and transmit trust administration and probate documents Transcribe and draft letters and documents Responsible for administering Medicaid crisis management and keeping it organized Collect, analyze and submit information to attorney Initiate communications with courts, client... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Paralegal Duties: Assist in managing the day to day responsibilities of a growing Estate Planning Law Firm by providing document preparation, client communication, organization assistance, and information support. Input, edit, retrieve, copy and transmit trust administration and probate documents. Transcribe and draft letters and documents. Responsible for administering Medicaid crisis management and keeping it organized. Collect, analyze and submit information to... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Probate Paralegal The candidate will draft probate pleadings and other necessary legal documents for estate administration. Assist, verify, and value estate assets, coordinate asset transfer, and distribution and settlement... liabilities. Prepare necessary tax returns, including fiduciary returns and file with appropriate taxing authorities. Participate in administration of guardianships and trusts, including preparation and filing of inventories and accountings. File life ins... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Personal & Succession Planning The candidate will prepare initial probate papers. Value assets, either manually or by use of computer programs, including required research. Prepare probate inventories and accountings, and other court required filings. Provide information regarding filing deadlines and/or other deadlines for inclusion on the firm-wide docket. Contact court and other agencies in order to process filings, record deeds and other conveyances, and, when... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

## Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth ### Overview read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here