Estate Planning Consultant jobs in Portland, OR

Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Tax Manager CPA Remote - Real Estate (PKN957990)
  • RES Consultant Group
  • Vancouver, WA FULL_TIME
  • Company Description

    Our client, a CPA firm focused on building a flexible workplace, is looking for a Remote Tax Manager with Real Estate and Construction industry experience to join their team. Recent CPA Firm experience required. Active CPA license. Fully Remote!

    Qualifications

    What makes you a fit for this role?

    • Must be CPA licensed (active)
    • 5 years of recent experience in public accounting that includes working in a paperless environment, reviewing complex returns, researching complex tax issues, managing client engagements, supervising project teams, and collection of accounts receivable
    • Experience reviewing complex 1065’s, preferably real estate/construction clients; 1031 exchanges; special allocations; cost segregation studies; and analysis of partnership agreements
    • Excellent communication skills
    • Proven ability to give and receive positive and constructive feedback
    • Organized, detail-oriented, and good problem-solving skills
    • Ability to adopt new/changing technology; adept at using MS Office (Word, Excel, Outlook, Teams) and tax software (preferably CCH Axcess & Engagement)
    • Collaborative approach to getting work done, shares knowledge, and seeks knowledge of others as appropriate

    Additional Information

    Compensation and Benefits:

    • Work whenever and wherever you want.
    • Salary range is $112K - $135K annually, varying DOE. Compensation may be adjusted for those who live in areas with a higher cost of living.
    • Medical, Dental, STD, LTD, Life insurance (just to name a few)
    • 401(k) profit sharing plan; immediate vesting of employer contributions
    • 14.5 paid holidays, 5 weeks of paid time-off (PTO), parental leave
    • Incentive plan for sales leads

    If you feel you have the necessary qualifications to perform this job, please forward a current copy of your resume and state your salary requirements.

  • 23 Days Ago

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Remote Tax Manager, CPA - Real Estate (PKN957990)
  • RES Consultant Group
  • Portland, OR FULL_TIME
  • Company DescriptionOur client, a CPA firm focused on building a flexible workplace, is looking for a Remote Tax Manager with Real Estate and Construction industry experience to join their team. Recent...
  • 1 Month Ago

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Estate Planning Legal Assistant
  • Warren Allen LLP
  • Portland, OR FULL_TIME
  • We are a well-established Portland firm in need of a reliable and proactive legal assistant in our estate planning practice. Our firm specializes in landlord/tenant law, personal injury, condominium d...
  • 9 Days Ago

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Estate Planning Specialist
  • Fisher Investments
  • Camas, WA FULL_TIME
  • Overview Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an...
  • 1 Month Ago

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Leasing Consultant (Raleigh)
  • Prometheus Real Estate Group
  • Portland, OR FULL_TIME
  • OUR PURPOSE We are focused on Good Living for the Greater Good. This means providing a true sense of home and belonging for our Neighbors and Prometheans and giving our time and resources to bring pos...
  • 1 Month Ago

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Planning Consultant - Tigard, OR - Hybrid
  • Inclusively
  • Portland, OR FULL_TIME
  • Inclusively is partnering with a multinational financial services company to hire a Planning Consultant - Tigard, OR - Hybrid.ABOUT INCLUSIVELY:Inclusively is a digital tech platform that connects can...
  • 1 Month Ago

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0 Estate Planning Consultant jobs found in Portland, OR area

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Senior Construction Project Manager - Northwest
  • Clayco
  • Portland, OR
  • About Us: Clayco is a full-service, turnkey real estate development, master planning, architecture, engineering and cons...
  • 4/19/2024 12:00:00 AM

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Project Director - Northwest
  • Clayco
  • Portland, OR
  • About Us: Clayco is a full-service, turnkey real estate development, master planning, architecture, engineering and cons...
  • 4/19/2024 12:00:00 AM

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Senior Premier Relationship Manager (Licensed) - Portland
  • BMO (Bank of Montreal)
  • Portland, OR
  • Application Deadline: 05/19/2024 Address: 905 NE Halsey St. Job Family Group: Retail Banking Sales & Service Job Descrip...
  • 4/19/2024 12:00:00 AM

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Commercial HVAC Technician: (217021)
  • BGIS
  • Portland, OR
  • Job Description Job Description BGIS ITS is currently seeking a Commercial HVAC Technician to join the team in Portland,...
  • 4/18/2024 12:00:00 AM

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Associate Attorney
  • Crane & Merriman, PC
  • Portland, OR
  • Job Description Job Description Location: Mott, North Dakota Open to having a relocation assistance discussion and open ...
  • 4/18/2024 12:00:00 AM

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Business Development/Account Rep - In-Person/Non-Remote (FT)
  • Richstone Surfaces
  • Portland, OR
  • About The Company Richstone Surfaces is a family-owned and operated business that started in 2007 focused on high-qualit...
  • 4/16/2024 12:00:00 AM

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Senior Construction Project Manager - Northwest
  • Clayco
  • Portland, OR
  • About Us: Clayco is a full-service, turnkey real estate development, master planning, architecture, engineering and cons...
  • 4/16/2024 12:00:00 AM

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Project Director - Northwest
  • Clayco
  • Portland, OR
  • About Us: Clayco is a full-service, turnkey real estate development, master planning, architecture, engineering and cons...
  • 4/16/2024 12:00:00 AM

Portland is the largest and most populous city in the U.S. state of Oregon and the seat of Multnomah County. It is a major port in the Willamette Valley region of the Pacific Northwest, at the confluence of the Willamette and Columbia rivers. As of 2017, Portland had an estimated population of 647,805, making it the 26th-largest city in the United States, and the second-most populous in the Pacific Northwest (after Seattle). Approximately 2.4 million people live in the Portland metropolitan statistical area (MSA), making it the 25th most populous MSA in the United States. Its Combined Statist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$103,115 to $149,860
Portland, Oregon area prices
were up 3.9% from a year ago

Estate Planning Consultant in New Haven, CT
The training program should include topics such as key steps in creating an estate plan, legal issues related to estate planning, charitable contribution strategies, tax planning and estate tax implications, financial considerations and special situations that impact estate planning.
November 29, 2019
Estate Planning Consultant in Somerset, NJ
Training to become an Estate Planning Consultant is your opportunity to create income streams that add real value to your business whilst enhancing existing client relationships.
February 24, 2020
Estate Planning Consultant in Virginia Beach, VA
They are rapidly expanding and now require additional home based consultants / advisers with experience in selling Wills, Trusts and Funeral Plans.
January 02, 2020