Estate Planning Consultant jobs in Oregon

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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Remote Tax Manager, CPA - Real Estate (PKN957990)
  • RES Consultant Group
  • Portland, OR 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.

  • 1 Month Ago

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Estate Planning Attorney
  • Robert Half
  • Oswego, OR PER_DIEM
  • A boutique Estate Planning firm in Lake Oswego, Oregon is seeking an Attorney to join their team to assist with Estate Planning, Trusts and Probate matters. In addition to a competitive base salary of...
  • 15 Days Ago

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Estate Planning Attorney
  • Jobot
  • Salem, OR FULL_TIME
  • No billable hour requirement, 401(k) employer contribution, work/life balance!This Jobot Job is hosted by: Katie GriffithAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us...
  • 8 Days 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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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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Certified Financial Planner
  • Financial Life Advisors
  • San Antonio, TX
  • Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing gu...
  • 4/19/2024 12:00:00 AM

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Outreach & Event Coordinator
  • Marys Shelter Of The Treasure Coast
  • Stuart, FL
  • Job Description Job Description Mary's Home is a Christian, faith-based organization and a transitional home in Stuart, ...
  • 4/19/2024 12:00:00 AM

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Chief People Officer
  • Kds Strategic Search Group
  • Farmingdale, NJ
  • Title: Chief People Officer Position Type: Perm Travel: 15% (Local) Compensation: $150-190K plus bonus POSITION OVERVIEW...
  • 4/18/2024 12:00:00 AM

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Chief People Officer
  • KDS Strategic Search Group
  • Farmingdale, NJ
  • Title: Chief People Officer Position Type: Perm Travel: 15% (Local) Compensation: $150-190K plus bonus POSITION OVERVIEW...
  • 4/16/2024 12:00:00 AM

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Senior Fiduciary Counsel and Estate Planner
  • Linden Thomas And Company
  • Charlotte, NC
  • Annual Compensation:$170-200K Benefits Offered: 401(k)Fully paidhealth, dental, and vision insurancePaid time off. Daily...
  • 4/16/2024 12:00:00 AM

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Certified Financial Planner
  • Financial Life Advisors
  • San Antonio, TX
  • Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing gu...
  • 4/16/2024 12:00:00 AM

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Estate Planning Specialist
  • Fisher Investments
  • Plano, TX
  • Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowle...
  • 4/16/2024 12:00:00 AM

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Estate Planning Attorney
  • Tresp Law, APC
  • Job Description : Tresp Law, APC, seeks to add an Estate Planning Attorney with three to five years of demonstrable expe...
  • 4/15/2024 12:00:00 AM

Oregon (/ˈɒrɪɡən/ (listen) ORR-ih-gən) is a state in the Pacific Northwest region on the West Coast of the United States. The Columbia River delineates much of Oregon's northern boundary with Washington, while the Snake River delineates much of its eastern boundary with Idaho. The parallel 42° north delineates the southern boundary with California and Nevada. Oregon is one of only four states of the continental United States to have a coastline on the Pacific Ocean. Oregon was inhabited by many indigenous tribes before Western traders, explorers, and settlers arrived. An autonomous government ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$100,542 to $146,121

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