Estate Planning Associate Jobs

Junior to mid-level Probate and Estate Planning Associate The candidate will assist in ... significant drafting and preparation of estate planning documents, in addition to estate and trust administration duties...

Senior Philanthropic Advisor The candidate will working some of the university’s highest potential prospects and donors. Working with the Vice President for Strategic Initiatives and Global Principal Gifts, this position will ..

Estate Planner The candidate will create ... most important and complex client estate planning situations. Will participate directly in ... research information to answer specific estate planning questions and to..

Tax Consultant II - Investment Management - Private Wealth Tax Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers ..

... Paralegal The candidate will prepare estate planning documents, including flowcharts, revocable and ... controlling the workflow of the estate planning process for clients; maintaining ongoing ... follow-up required. Preparing..

Indirect Tax Credits and Incentives Manager - Central and Southeast US The candidate will be analyzing an evolving portfolio of complex business operations to provide meaningful insights into statutory and discretionary ..

Manager, Investment Management, Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well ..

Director, Real Estate Transfer Tax Duties: Develops and ... client locations, as needed, for planning meetings, data collection, fact gathering, ... to existing clients. Oversees tax planning projects for real..

Global Compliance and Reporting Real Estate Senior The candidate will work ... the delivery of quality tax planning and compliance services for real ... and compliance services for real estate..

Tax Associate - Fall 2024 The candidate will be responsible for tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of supporting work papers for ..

Probate/Elder Law Attorney The candidate will perform duties include: Meeting with clients; Drafting, filing, and serving pleadings; Managing clients’ expectations and returning all calls within 24 hours during the week; Regular ..

Job TitleSenior-Level Affordable Housing Associate AttorneyJob OverviewA prominent law firm based in Cleveland, OH is seeking a seasoned legal professional with deep experience in affordable housing matters. This role centers on ..

Private Client Services Senior Manager, Tax The candidate assists in providing tax compliance and consulting services to our high net worth clients in Florida markets. Bachelor’s degree in Accounting or other ..

... delivering business succession, transactional advisory, estate, and financial plans to high ... (Financial, Private CPA, JD Practice) planning experience. Juris Doctorate, CPA & ... strongly preferred. Comprehensive knowledge on..

Personal & Succession Planning Associate The ideal candidate must possess ... more of the following areas: estate planning for high net worth and ... and family offices, business succession planning,..

Cleveland office of a BCG Attorney Search Top Ranked Law Firm seeks a probate and estate planning attorney with some experience. The candidate will be responsible for succession planning, personal and ..

Tax Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift ..

Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work ..

... will have foundational experience in estate planning, trust administration, tax planning, and probate. This role involves ... protected.DutiesAssist in designing and drafting estate and tax planning documents, including wills,..

... experience in corporate transactions, complex estate planning, business succession planning, and general business counseling. The ... ventures.Provide legal counsel on intricate estate planning matters, including asset protection and .....

Senior - Real Estate Tax The candidate will work within an engagement team and draw on the experience in accounting and taxation to provide tax compliance and consulting services to investment ..

... firm is seeking a mid-level associate to join its growing Personal ... its growing Personal & Succession Planning practice. This role offers the ... opportunity to work on sophisticated..

... and reviews and monitors all estate planning documents periodically to ensure that ... bank and to provide well-coordinated estate, tax and financial planning alternatives to meet client’s needs. .....