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We represent a variety of clients across a series of practice groups: Banking and Finance, Business Litigation, Corporate and Estate Planning, Commercial Real Estate and Family Law. We are currently looking for an Estate Planning Attorney in our Estate Planning group.
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As a Tax Senior Manager in our Private Wealth Tax practice, you 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 prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
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This lawyer 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.
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Opportunity to join a fast growing business line, within RBC Wealth Management-US. The Alternative Investment Consultant will be an integral part of the alternative investment product team, responsible for sourcing, selection and delivery of hedge funds, private capital funds, real estate, commodities, and other esoteric fund investments.
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Strong knowledge of estate planning, tax law, and wealth transfer strategies. Provide comprehensive estate planning services, including drafting wills, trusts, and other estate planning documents.
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As a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
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These solutions are often integrated within financial and estate planning topics such as legacy planning, retirement distribution, tax efficiency, and wealth transfer. This position will be a key strategic and leadership partner for specific regions of Thrivent financial advisors in the United States, which requires travel and remote client meetings, trainings, and presentations on chartable planning strategies to educate and inspire generosity.
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The Senior Wealth Advisor will focus on converting leads into clients, and fostering relationships with custodians, accountants, estate attorneys, and other centers of influence. Serve as a Senior Wealth Advisor, offering financial advice and planning to clients.
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Although not an exhaustive list of the services provided by the department, the services directly impact departments such as County Attorney, County Auditor, Assessor, Public Works, and Planning and Zoning, and Economic and Community Development.
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Interpreting and reviewing various legal documents in relation to estate and business succession planning (including the income tax ramifications of trust funding and trust administration.
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Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands.
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Since 1989, we have been providing professional services, including audits, reviewals, tax planning, and consulting to individuals, businesses, and non-profit organizations. Our Real Estate Solutions Team provides accounting, tax, and consulting services to commercial and residential real estate developers; particularly those who utilize low-income housing, historic rehabilitation, or renewable energy tax credits to finance their projects.
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Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
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Gain an understanding and assist in planning multiple audit assignments for MHM in Real Estate, Construction, Nonprofit, Manufacturing and many more industries. Develop tax compliance knowledge and assist with IRS audits, tax notice response, trust returns, gift and estate returns.
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You have a minimum of 6 years of public accounting or professional services experience working with high net worth (HNW) clients with an emphasis in gift, estate and trust, and individual tax planning and compliance.
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estate planning jobs in Minneapolis, MN
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