Wealth Transfer Jobs in Sun City

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United States
Posted On Jul 21, 26
Full-time Experience : 3-5 yrs required

Title: Paralegal Job Responsibilities: - Draft protective pleadings, including petitions for guardianship and conservatorship. - Prepare court filings such as initial inventories, annual accountings, and budgets. - Draft estate planning documents, including revocable trusts, wills, and powers of attorney. - Manage probate matters from opening...

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Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required

- Private Tax - Wealth Tax Advisory - Manager Job... a Manager in the Wealth Tax Advisory Practice, the... and owners of private wealth. This involves advising on... business entities, and private wealth management, including High Net... Worth Individuals’ personal business...

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Full-time 5 views Experience : 3-6 yrs required

Title: Estate Planning Attorney (3-6 Years Experience) Position Overview A well-regarded, full-service law firm is seeking a motivated Estate Planning Attorney with 2–5 years of experience to join their growing trusts and estates practice. With a longstanding reputation for excellence and client...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 10 yrs required

highest-net-worth clients, typically those with assets exceeding $25 million. Provide consultations on complex planning scenarios using expertise in wealth transfer strategies, multigenerational planning,... charitable giving, asset protection, and tax planning. Develop client presentation materials and demonstrate professional presence and r...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required

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, the primary responsibilities include: - Preparing and reviewing complex federal, state, and...

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