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Trusts And Estates Attorney Jobs

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847 Jobs Found | 1 - 20 displayed
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Date Location Job Title
Feb 17,2019 USA-CA-Los Angeles

Experience with qualified retirement plans, nonqualified plans, equity plans and plans for tax-exempt entities. The ability to manage multiple assignments concurrently, a willingness to work across offices, and produce top quality work with minimal supervision. California bar admission is required.

Feb 17,2019 USA-CA-San Francisco

San Francisco 3 to 5 years

Experience for its Family Wealth practice. Experience commensurate with your level in estate succession planning for high-net worth individuals and business succession planning.

Feb 16,2019 USA-SC-Greenville

Tax Services Manager- Business Tax Services - Private Client Services
The candidate will be researching tax issues to develop effective tax planning strategies. Translating complex data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships w

Feb 16,2019 USA-FL-Boca Raton

Tax Services Manager- Business Tax Services - Private Client Services
The candidate will be researching tax issues to develop effective tax planning strategies. Translating complex data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships w

Feb 17,2019 USA-WI-Milwaukee

Private Wealth Advisor
Duties: Act as the primary point of contact for the prospect and client relationship. Will attract, retain and grow a portfolio of prospect and client relationships by providing a consistently exceptional prospect and client experience and expanding the share of wallet. Will

Feb 17,2019 USA-NJ-Pennington

Trust & Estate Associate
Duties: Interpret complex legal documents to identify appropriate parties i.e. trustee, grantor, beneficiary and executor. Work with the clientâ??s personal legal counsel to convey MLTC specific required legal language to be incorporated into the trust agreement. Work with

Feb 17,2019 USA-VA-Virginia Beach

Trust Officer
The Candidate will be responsible to build and maintain highly respected and confidential relationships with clients and beneficiaries; build and maintain multi-generational relationships. Maintain the highest level of client satisfaction with AMG and its services. Build and maintain

Feb 17,2019 USA-MA-Waltham

Advanced Planning Consultant
The candidate responsibilities include: Serving as a technical resource for wealth management strategies: estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement income planning; Re

Feb 17,2019 USA-FL-Coral Gables

Tax Manager â?? Estate, Gift and Trust
The candidate is responsible for serving entrepreneurs and family groups with related multiple entities who desire a relationship driven approach to professional advice and consultation, manage the clientâ??s estate, gift and trust tax compliance needs, anti

Feb 17,2019 USA-FL-Fort Lauderdale

Tax Manager â?? Estate, Gift and Trust
The candidate is responsible for serving entrepreneurs and family groups with related multiple entities who desire a relationship driven approach to professional advice and consultation, manage the clientâ??s estate, gift and trust tax compliance needs, anti

Feb 17,2019 USA-SC-Columbia

Tax Attorney
The candidate must have 3-5 years of experience in corporate transactions. Should have estate planning and probate experience with the capacity to assist in the growth and development of the transactional and corporate area. Experience in corporate formation, state and federal tax cred

Feb 17,2019 USA-NY-New York City

Senior Wealth Strategist
The candidate will enhance the client acquisition, advisory and retention process by contributing sophisticated advice related to estate planning, wealth transfer and philanthropic planning; Educate Private Wealth Advisors in the areas of wealth planning, estate and financi

Feb 17,2019 USA-FL-Tallahassee

Staff Attorney
The candidate will be responsible for a diverse caseload of civil legal matters affecting the low-income and vulnerable residents, which could include foreclosure defense, landlord-tenant matters, family law, consumer matters, probate, administrative law, and certain special projects

Feb 17,2019 USA-TX-Austin

Post Mortem Planner (Specialized Wealth Services, Senior Estate Specialist)
The candidate will be responsible for overseeing complex unique needs of estates and trusts during the death settlement process. Acts as subject matter expert in various phases of death settlement. Proactively completes cer

Feb 17,2019 USA-IL-Crete

Estate Planning Attorney
The candidate will meet with individuals to assist them in the development of charitable plans that both honor God and provide for family needs through their estates, business succession plans, or other wealth transfer events. Follow up with individual clients, their profes

Feb 16,2019 USA-PA-Fort Washington

Trusts and Estates Attorney
The candidate must have 4-6 years of experience. Should have experience in drafting estate planning documents in general and an understanding of irrevocable trusts, defective grantor trusts, grantor annuity trusts and special needs trusts. Should be familiar with life in

Feb 16,2019 USA-ID-Boise

Estate Planning Attorney
The candidate should preferably have 5+ yearsâ?? of experience. An established book of business is a plus.

Feb 17,2019 USA-WA-Seattle

Private Wealth Services Senior Associate
Duties: Manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget. Provide tax planning and consulting to our firmâ??s high net worth clients for estate, wills and trust

Feb 17,2019 USA-NY-New York City

Private Wealth Relationship Manager
The candidate will manage client relationships and the portfolio to maximize client retention and grow the business in accordance with the investment objectives of the individual clients, and the investment policies and strategies of the organization. Build and e

Feb 17,2019 USA-CA-Monterey Park

Attorney/ Dependency Court
Duties: Assesses the critical issues of each assigned case and advocates for each client by: Assertively and persuasively working with attorneys, clients, social workers and the court. Independently investigating and appropriately directing Social Worker Investigators to

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