Estate Planning Associate Jobs in Nashville

Associate Director of Planned Giving Duties: Assists in planning and implementing the programmatic vision for Development and Alumni Relation’s (DAR) Planned Giving office. Interact directly with donors to address all aspects ..

Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..

Associate Director - Planned Giving The candidate will interact directly with donors to address all aspects of the personal, financial, legal and tax consequences of charitable giving, especially life income gifts ..

... investment accounts. Provide trust and estate planning solutions and wealth transfer strategies ... and departments. Review and interpret estate and trust documents (i.e. wills, ... review of gift tax..

... serves as the primary Wealth Planning expert and resource for high ... includes proactive, high impact, multi-generational planning solutions based upon each client’s ... pieces focused on various financial..

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..

Transaction Associate, WW Real Estate The candidate will be a ... of the NA Ops Real Estate Team. Will be performing the ... degree of ambiguity. Support real estate transaction..

... Accounts (IRA), custody, trust, and estate, ensuring account administration follows the ... 3+ years of Trust Administration, Estate/Tax Law, Financial Planning, or related experience OR High ... 7+ years..

Associate - Trusts and Estates The candidate' should have up to three (3) years of estate and tax planning and/or estate administration experience for our Nashville office. A tax LL.M. is ..

Job OverviewA law firm seeks a dedicated Family Law Attorney to join their team in Nashville, TN. This role involves providing strategic legal support and guidance on matters such as divorce, ..

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 ..

Senior Program Manager, Real Estate Entitlements The candidate will handle ... day-to-day management of our real estate entitlements program. Will be responsible ... comfortable navigating complex local real estate entitlement..

... meet all of client’s wealth planning, estate planning and wealth transfer needs. Developing ... years of experience providing financial planning, estate planning or combination of both to .....

Tax Senior Manager - 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 ..

... candidate provides the following comprehensive planning services to affluent clients: asset ... asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, stock option analysis,..

Center Trust Advisor Duties: Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver ..

... credentialed specialists to provide wealth planning, investments, private banking, risk management, ... result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team ... for..

... Fiduciaries, and Family Business (TEFF) Associate The candidates should be associates ... mid-level shareholders with experience in estate planning, estate and trust administration, and business ... trust administration, and..

... Nashville is seeking a Tax Associate Attorney or Of Counsel to ... clients, with a focus on estate planning.Conduct legal research and analysis on ... documents, including wills, trusts,..

... investment accounts. Provide trust and estate planning solutions and wealth transfer strategies ... and departments. Review and interpret estate and trust documents (i.e. wills, ... review of gift tax..

... advisors on available advice and planning tools and resources to increase ... to confidently incorporate advice and planning into their client practice. Consult ... income tax and financial and..

Director, Real Estate Transfer Tax Duties: Play an ... the development of the Real Estate Transfer Tax section of the ... regarding tax ramifications to real estate transfer transactions. Develops..

Counsel Responsibilities: In collaboration with the VP Legal, manage all assigned legal matters, including engagement and management of outside counsel, and review of outside counsel work product. Draft and negotiate complex ..