9 estate planning jobs at 7 companies in Austin, TX
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Texas Real Estate Agent
Austin, Texas, United States
RemoteFull Time
Active Real Estate license in TX. If licensed in another state, apply to learn expansion plans.
1mo
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VP, Advanced Planning
Dallas or Austin or San Antonio or Houston or Westlake
RemoteFull Time
7+ YOEBachelor’s degree; 13–15+ years’ experience, including 7+ years in trusts and estates, tax, or succession planning. Series 7 and 66 required within 90 days; advanced planning expertise required.
video technology
3w
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Estate Planning, Elder Law and Probate Attorney
Georgetown, Texas, United States
$120k/yr OnsiteFull Time
Provide estate planning, elder law, probate and guardianship services; self-motivated, strong writing and organizational skills, able to work independently and with teams; 1-10 years experience preferred; willing to travel regionally.
1mo
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VP, Advanced Planning
Dallas or Austin or San Antonio or Houston or Westlake
RemoteFull Time
13+ YOE13+ years experience with 7+ years in trusts/estate/income tax planning, bachelor’s degree preferred, Series 7 and 66, strong communication and coaching skills, ability to lead regional client engagements.
1w
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Financial Services Tax - Real Estate Senior Manager
New York City or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Columbus or Dallas or Baltimore or Richmond or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Jose or San Juan or Seattle or Spartanburg or Albany or Stamford or Tampa or Toledo or Austin or Tulsa or Washington or Denver or Des Moines or Detroit or Buffalo or Florham Park or Fort Worth or Greensboro or Hartford or Houston or Grand Rapids or Indianapolis or Irvine or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Fayetteville or Melville or Miami or Milwaukee or Minneapolis or Montpelier or Nashville or New Orleans or United States or Oklahoma City or Philadelphia or Phoenix or Pittsburgh or Portland
$124k-$335k/yr HybridFull Time
6+ YOEBachelor's degree, at least 6 years of experience, and CPA, bar membership, or another tax, technology, or finance credential; expertise in tax planning and cross-border engagements.
1w
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Occupancy Planner
Round Rock, Texas, United States
OnsiteFull Time
3+ YOEBachelor's degree in a related field, 3+ years in occupancy planning, workplace strategy, facilities planning, or corporate real estate, plus analytical, planning, stakeholder, Excel, PowerPoint, and CAD skills.
Microsoft Excel, Microsoft PowerPoint, CAD
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Wealth Strategies Advisor
Austin or San Antonio
OnsiteFull Time
7+ YOEAdvanced wealth planning knowledge; ability to lead planning engagements, analyze estate/financial data, and develop integrated strategies; strong client relationship and advisory skills; 7+ years planning experience desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
1mo
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Wealth Strategies Advisor
Austin or San Antonio
OnsiteFull Time
7+ YOE7+ years planning-related experience preferred; advanced knowledge of trust, estate, tax, wealth transfer, investments; JD/CPA/CFP desired; proficiency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and WealthMaster.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
2mo
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Private Client Services Associate Attorney - Midlevel
Seattle or Austin or New York City or Chicago or Bellevue or Washington
$365k-$420k/yr HybridFull Time
5+ YOEMinimum 5 years transactional trust and estate planning/administration experience; strong academic credentials; excellent verbal and written communication; LL.M. in tax preferred; submit cover letter, resume, law school transcript, and writing sample.