Trusts And Estates Attorney Jobs

Wealth Management Associate Advisor The candidate will serve as the initial market resource for client, prospect and internal CPA inquiries regarding Wealth Management Services as well as local account servicing and client/prospect follow up. Actively participate in client, prospect and COI meetings in local market. Assist in developing Financial Plans for clients utilizing our eMoney financial planning tool. Provide investment analysis as needed or directed. Initiate and ... read more

Wealth Management Associate Advisor The candidate will serve as the initial market resource for client, prospect and internal CPA inquiries regarding Wealth Management Services as well as local account servicing and client/prospect follow up. Actively participate in client, prospect and COI meetings in local market. Assist in developing Financial Plans for clients utilizing our eMoney financial planning tool. Provide investment analysis as needed or directed. Initiate and ... read more

Trusts & Estates Associate The candidate will focus on serving high net-worth individuals and families, closely-held business owners and executives, corporate fiduciaries, and charitable organizations in all areas of estate and tax planning. Will take significant responsibility over matters and work directly with estate planning clients. Must have a desire to work hard as part of a highly efficient and dynamic team of talented professionals. Should have 3-5 years of trusts... read more

Seeking Tax & Wealth Planning Associate with 5 – 6 years of wealth planning experience. Candidate should have experience drafting core estate planning documents, as well as managing estate freeze transactions,charitable planning, and estate administrations. Experience with international estate planning is a very strong plus. Prefer someone who is currently enrolled in or who has already completed a related LL.M. program. Excellent academic credentials, prior law firm... read more

Mid-level Tax Associate The candidate will join Tax and Wealth Planning Group. Will be focused on wealth planning, trusts and estates. Applicants must have completed significant coursework in an LL.M. program in estate planning and related courses or have comparable experience with tax law. Prior experience with the high net worth service industry (whether legal, financial or otherwise) is desirable. Should have top academic credentials, a strong work ethic, and the abilit... read more

Estate and Probate Associate Attorney The candidate will handle and be responsible for all aspects of estate and probate matters. Should have Ohio State Bar Admission. 3-7 years of estate and probate related experience is required. Must have complex estate planning and trust and estate administration experience. Familiarity with probate forms and procedures required. Excellent academic credentials essential. Ability to draft with clarity and prepare trusts, wills and other... read more

Private Client Services Tax Senior Associate The candidate will be responsible for the following job duties which are focused around two core concepts. Will do preparation of Tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF)) – up to 75% of time. Provide timely, high quality client service that meets or exceeds reviewer’s and client’s expectations. Provide tr... read more

Private Client Services Tax Manager The candidate will assist in providing tax compliance and consulting services to our high net worth clients. Should have significant knowledge of taxation related to personal income, estate and gift taxation and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Must have a Bachelor’s degree in Accounting or other relevant field. A Master’... read more

Tax - Senior Manager - Private Client Services Responsibilities: Provide high level personal financial and estate planning services. Review trust, estate and foundation tax returns. Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage all aspects of client accounts and foster client relationships. Expand services to existing clients and develop new business relationships. Provide appropriate and timely performance feedb... read more

Associate Attorney The candidate will join estate planning, probate and taxation firm. Should have 2-5 years of experience in the practice areas, with a strong academic background and developed drafting, research and analytic skills. read more