Post Jobs Upload Your Resume Log in

Wealth Transfer Jobs in Tennessee

12 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. Tennessee
  4. 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

Sign Up

United States
Posted On Aug 20, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning health insurance partnerships trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning health insurance partnerships trusts Wills

Title: Estate Planning Attorney Job Responsibilities: - Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies. - Draft and review estate planning documents, including wills, revocable trusts, irrevocable trusts, and related instruments. - Lead client and advisor meetings...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 19, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning Insurance LLC Partnership private client Taxation trusts Wills
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning Insurance LLC Partnership private client Taxation trusts Wills

complex estate, gift, generation-skipping transfer, income tax, and business... succession planning matters. - Draft and review legal documents including wills, trusts, powers of attorney, partnership and LLC agreements, and charitable planning structures. - Prepare and review related tax filings. - Assist with estat...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 18, 26
Full-time 3 views Experience : 8-8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary finance FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary finance FINRA Insurance licensing marketing pension Securities Software wealth management

Job Title: Wealth Advisor III Job Responsibilities: - Serve... a full suite of wealth solutions. - Acquire new clients... by leveraging external networks and community presence to provide comprehensive wealth management advice and solutions. -... Meet revenue growth, profitability, and client...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 01, 26
Full-time Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other... sophisticated planning opportunities. - Lead the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy,...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 17, 26
Full-time
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

for delivering a full spectrum of tax services to post-liquidity families and corporate executives. Your responsibilities include: - Advising UHNW clients on wealth transfer, charitable and retirement... planning, and tax compliance. - Managing and overseeing the engagement team focused on individual, fiduci...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 27, 26
Full-time Experience : Min 10 yrs required
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing

Title: Tax Managing Director, Core Tax Services Job Responsibilities: - **Tax Compliance**: Ensure clients comply with all applicable authorities while minimizing tax and reporting burdens. Ensure adherence to company policies, standards, and the Tax Quality Manual (TQM). Manage engagements to achieve...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 10, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning Practice of Law Taxation wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning Practice of Law Taxation wealth transfer

Engage in estate planning, wealth transfer planning, trust and... estate administration, and related tax matters. - Utilize legal expertise and personal qualities to contribute to the firm's success. - Participate in mentoring, training, and team building to maintain standards of excellence. Education and...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 13, 26
Full-time Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning

ensuring accuracy and compliance with legal standards. - Prepare beneficiary and account change forms, ensuring all client information is current and correct. - Handle the preparation and processing of transfer documents efficiently and accurately. -... Manage a high volume of confidential client informati...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jun 16, 26
Full-time 34 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning

Title: Experienced Estate Planning Attorney Salary Information: - The average salary for an Estate Planning Attorney in the United States is $95,000 per year. - This can range from $65,000 to $130,000 depending on experience, location, and the size...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 21, 26
Full-time Experience : 2-8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks an Estate Planning Attorney to join their team, operating within the West Coast timezone. This role offers the opportunity to work with high-quality clients and a collaborative national legal team without the traditional billable-hour virtual...

Sign In or Sign Up in seconds to view this job on LawCrossing.

By Employer Type

Law Firm In-House Recruiter
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend
Narrow your search further using one of the following locations:  Tennessee  Tennessee, AR  Tennessee, IL  Tennessee, TX