Post Jobs Upload Your Resume Log in

Wealth Transfer Jobs in Stoneridge

24 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. Virginia
  4. Stoneridge
  5. Wealth Transfer

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Create a Job Alert for this Search

United States
Posted On Sep 03, 26
Full-time 4 views
Practice Area:
Nonprofit / Charities Law Corporate - M&A Corporate - Contract Law Tax - M&A and Transactions Tax - Controversy and Dispute Resolution Tax - Exempt Organization Tax - Private Client Services Tax - IRS Audits and Appeals Corporate - General Tax - General
Job Tags:
acquisitions agreements Business Law developers Estate Planning family Financial Institutions Insurance Joint Ventures LLC operating agreements Partnership Taxation wealth transfer
Practice Area:
Nonprofit / Charities Law Corporate - M&A Corporate - Contract Law Tax - M&A and Transactions Tax - Controversy and Dispute Resolution Tax - Exempt Organization Tax - Private Client Services Tax - IRS Audits and Appeals Corporate - General Tax - General
Job Tags:
acquisitions agreements Business Law developers Estate Planning family Financial Institutions Insurance Joint Ventures LLC operating agreements Partnership Taxation wealth transfer

Title: Tax Attorney Job Responsibilities: - Advise closely held businesses, business owners, executives, and investors on corporate, partnership, LLC, and tax matters. - Structure, negotiate, and support business formations, reorganizations, acquisitions, dispositions, and joint ventures. - Counsel clients on business succession planning and ownership...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

opportunities, including succession planning, wealth transfer planning, and tax... compliance. - Manage and oversee the engagement team focused on Partnership, S Corporation or C Corporation as well as Individual and Fiduciary taxation, which includes planning and executing client tax engagements. - Collaborate...

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: As a Tax Senior supporting the Individual Tax Services – High Net Worth group at the company, your responsibilities will include: - Preparing and reviewing complex federal,...

Posted On Sep 07, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
ADA Americans with Disabilities Act criminal Energy equity Insurance LLC Partnership Taxation
Job Tags:
ADA Americans with Disabilities Act criminal Energy equity Insurance LLC Partnership Taxation

and partnering across multiple solution families, such as Corporate, Partnership, International, State & Local, and Wealth & Employer Solutions. You... will address complex and cross-functional tax matters, collaborating with WNTO leadership and staff and working closely with Tax Business L...

Posted On Sep 25, 26
Full-time 3 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 Aug 30, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
criminal Estate Planning estates family fiduciary gift tax health insurance Insurance Litigation Probate Software trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
criminal Estate Planning estates family fiduciary gift tax health insurance Insurance Litigation Probate Software trusts Wills

Title: Attorney - Trusts and Estates Practice Job Responsibilities: - Provide legal counsel in all areas of estate planning, trust administration, and estate administration, including litigation as needed. - Work directly with individuals, families, fiduciaries, and business owners on estate planning, trust and...

Posted On Oct 01, 26
Full-time 13 views Experience : Min 3 yrs required
Practice Area:
Probate
Job Tags:
Elder Law Estate Planning estates family fiduciary Financial Institutions Government health insurance Litigation Practice of Law Probate satellite Software Surety Bonds trusts
Practice Area:
Probate
Job Tags:
Elder Law Estate Planning estates family fiduciary Financial Institutions Government health insurance Litigation Practice of Law Probate satellite Software Surety Bonds trusts

Paralegal Law Firm Position Available: Probate Paralegal About the Firm The law firm is a dedicated team with a shared mission to make a meaningful difference in the lives of seniors, individuals with special needs, and families navigating complex estate and fiduciary matters. Practice...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

held entities. - Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns. - Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes. - Serve as... a primary point of contact for...

Posted On Sep 21, 26
Full-time 4 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estate tax private client stage Taxation
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estate tax private client stage Taxation

structuring and implementation of wealth-transfer strategies under the guidance... of senior attorneys. - Exposure to estate administration and assisting with the preparation, review, and filing of federal gift and estate tax returns. - Engaging in domestic estate, gift, and income tax planning;...

Posted On Sep 03, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Insurance International Law private client trusts

Title: Private Client Services Associate Attorney - Midlevel Job Responsibilities: The Private Client Services Associate Attorney will be responsible for: - Assisting individuals and families with sophisticated estate and tax planning techniques. - Creating and administering family offices. - Administering,...

Posted On Aug 22, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

Title: Private Client International Tax and Estate Planning Associate / Senior Associate Job Responsibilities: The Private Client Department at the law firm is seeking an associate with a minimum of 5 years of international tax and estate planning experience. The candidate...

Posted On Aug 21, 26
Full-time 3 views Experience : 8-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal equity Estate Planning estates family fiduciary second chair trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal equity Estate Planning estates family fiduciary second chair trusts

Title: Private Clients, Trusts & Estates Senior Associate / Counsel / Income Partner Job Responsibilities: The position involves significant responsibilities working with two experienced partners in the Private Clients, Trusts & Estates practice at a law firm. The attorney will: - Second chair...

Posted On Sep 03, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Corporate - General Real Estate - General Estate & Tax Planning Probate
Job Tags:
Business Law civil litigation Estate Planning Family Law pleadings Probate Software
Practice Area:
Corporate - General Real Estate - General Estate & Tax Planning Probate
Job Tags:
Business Law civil litigation Estate Planning Family Law pleadings Probate Software

Title: Legal Assistant Job Responsibilities: Client Communications and Call Handling - Answer incoming calls to the law firm in a professional, friendly, and polished manner. - Serve as a primary point of contact for existing clients, prospective clients, courts, opposing offices, vendors, and other...

Posted On Sep 11, 26
Full-time 4 views Experience : 2-3 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family private client Taxation trusts
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family private client Taxation trusts

Title: Private Client Services Associate - Junior to Mid-Level Job Responsibilities: The Private Client Services Associate will join the Private Client Services group within the Tax Practice. The group provides an interdisciplinary approach to addressing the complex needs of wealthy...

Posted On Sep 14, 26
Full-time 29 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Provide unbiased, customized wealth planning guidance to clients... on the development and presentation of Wealth Strategy and Advice materials... to guide client and advisor decision making. - Present in an easily digestible, conversat...

Posted On Sep 21, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
banking Corporation Deferred Compensation employee benefits Estate Planning Government Insurance pension Retirement Planning Software stock options Taxation wealth management wealth transfer
Job Tags:
banking Corporation Deferred Compensation employee benefits Estate Planning Government Insurance pension Retirement Planning Software stock options Taxation wealth management wealth transfer

Job Title: Wealth Strategist II Job Responsibilities: The Wealth... Strategist II is responsible... leveraging deep technical expertise and a comprehensive understanding of client goals to partner closely with Wealth Advisors and collaborate with... internal specialists and external Centers of Influence. The p...

Posted On Aug 17, 26
Full-time 9 views Experience : 2-10 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General

firm seeks a Private Wealth Associate with 3-5 years... of experience to join its team in Washington, . This position is ideal for an attorney with a strong technical background in trusts and estates and tax planning, interested in working...

By Employer Type

Law Firm In-House Recruiter
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend