Estate Planning Consultant jobs in Salt Lake City, UT

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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Estate Planning Tax Attorney
  • Ray Quinney & Nebeker
  • Salt Lake, UT FULL_TIME
  • Ray Quinney & Nebeker, a large and respected Salt Lake City law firm, is looking for two attorneys, a potential shareholder with 8 to 12 years of experience and an associate attorney with 3 to 7 years of experience, to join its rapidly growing Tax, Estate and Business Team.

    Qualified applicants must have broad experience in drafting estate planning, business, and tax planning documents for closely held business owners including revocable trusts, wills, irrevocable trusts, business entities and filings. Applicants should also have experience with charitable planning, asset transfers and asset titling, buy-sell and other agreements, as well as conducting primary review of client documents, such as income tax returns, organizational documents for entities, trusts, and life insurance policies.

    Additionally, qualified applicants for the shareholder position must be able to give advice and guidance to clients, including those needing more advanced estate plans, including charitable planning, business succession planning, and income tax planning and integration of the same into the client's overall estate plan and business plan. Applicants must have excellent organizational and research and writing skills, and be able to independently manage client relationships and caseloads with minimal oversight.


    Firm values include: Accountability, autonomy, collegiality, and transparency. Commitment to these values is essential for success within our firm. Qualified applicants must work well individually and as part of a team. Qualified candidates must have excellent academic credentials, and demonstrate a high degree of ethics, professionalism, good judgment, and a solid work ethic. Candidates must be a member of the Utah Bar, or if not currently a member of the Utah Bar, applicants must be a member of the bar of another state in the U.S. and be able to get licensed in Utah. LLM in Tax or accounting background preferred: CPA, MST, MAcc or MA.


    About our Tax, Estate and Business Team
    Ray Quinney & Nebeker has over 30 tax, estate and business attorneys, which makes us the largest and most experienced group in the Intermountain West. Seven of the lawyers in the practice group are members of the American College of Trust and Estate Counsel (ACTEC) or Tax Counsel (ACTC). We specialize in planning mid-sized to very large estates using sophisticated planning techniques. Our lawyers are experienced in estate and wealth planning, business succession planning, gift tax planning and return preparation, tax audit representation, probate procedures and estate and trust administration generally.

    Our estate and trust group is ranked as one of the top private wealth practice groups in Utah by Chambers USA High Net Worth Guide - Private Wealth Department. RQN is the only Utah law firm ranked Band 1 in private wealth law by Chambers USA.

    Compensation is highly competitive with a short full-equity shareholder track. Ray Quinney & Nebeker offers an exceptional medical insurance plan, dental insurance, medical and dependent care flexible spending accounts (FSA), long-term disability, a 401(k) plan with matching and profit-sharing.

    Ready to join our law firm's high caliber team? If you feel you are a good fit for our open Tax, Estate and Business Attorney positions, please fill out our initial application at https://rqn.applicantpro.com/jobs/2304720.html to submit your cover letter and resume. All submissions are confidential. No phone calls, please.

  • 21 Days Ago

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ASSOCIATE ATTORNEY - TAX & ESTATE PLANNING
  • JBA International
  • SALT LAKE CITY, UT FULL_TIME
  • A minimum of one to three years of experience in a law firm is required, and an LL.M. in tax or a CPA license would be helpful. Qualified candidates will have experience in one or more of the followin...
  • 18 Days Ago

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Retirement Planning Strategy Consultant
  • Wells Fargo
  • Salt Lake, UT FULL_TIME
  • About this role: Wells Fargo is seeking a senior level Retirement Planning Consultant with demonstrated experience in retirement savings strategies, income structuring, tax and estate planning, and ri...
  • 8 Days Ago

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Real Estate Acquisition Consultant
  • House Buyers of America
  • Salt Lake, UT FULL_TIME
  • The Real Estate Acquisition Consultant is responsible for buying and selling homes for House Buyers of America. This person will follow up on leads, value houses, estimate repairs and close deals in a...
  • 18 Days Ago

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Estate Horticulturalist - Dendric Estate
  • Dendric Estate
  • Kamas, UT FULL_TIME
  • Site Horticulturalist Job Description Title: Estate Horticulturalist, Dendric Estate Reports to: CEO – Dendric Estate About Dendric Estate: Dendric Estate is a 20 acre cider and spirits estate located...
  • 1 Day Ago

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Estate Horticulturist
  • Dendric Estate
  • Kamas, UT FULL_TIME
  • Site Horticulturalist Job Description Title: Estate Horticulturalist, Dendric Estate Reports to: CEO – Dendric Estate About Dendric Estate: Dendric Estate is a 20 acre cider and spirits estate located...
  • 12 Days Ago

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0 Estate Planning Consultant jobs found in Salt Lake City, UT area

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Customer Success Manager
  • Vanilla Technologies Inc.
  • Salt Lake City, UT
  • About Us Vanilla is a fast-growing financial and legal technology company that is revolutionizing the way that people ap...
  • 3/28/2024 12:00:00 AM

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Wealth Strategist
  • Sepio Capital
  • Salt Lake City, UT
  • JOB DESCRIPTION ABOUT THE FIRM: Sepio Capital, LP (“Sepio”) is a multifamily office and institutional investment advisor...
  • 3/26/2024 12:00:00 AM

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Audit Senior Manager (Remote)
  • CBRE
  • Salt Lake City, UT
  • Audit Senior Manager (Remote) Job ID 152590 Posted 01-Feb-2024 Service line Corporate Segment Role type Full-time Areas ...
  • 3/26/2024 12:00:00 AM

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Acquisitions Analyst
  • TruAmerica Multifamily
  • Salt Lake City, UT
  • About TruAmerica Founded in July 2013, TruAmerica Multifamily is a partnership between industry veteran Robert E. Hart a...
  • 3/25/2024 12:00:00 AM

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Administrative Assistant to Investment Real Estate Broker
  • Essential Real Estate
  • Orem, UT
  • Job Description Job Description This job is fast paced and includes a variety of responsibilities: Researching and analy...
  • 3/25/2024 12:00:00 AM

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Physician - Pulmonologist/Critical Care - Salt Lake City
  • Granger Medical
  • Salt Lake City, UT
  • Physician Employment Opportunity Overview Actively seeking a Board Certified/Board Eligible Pulmonologist/Critical Care ...
  • 3/25/2024 12:00:00 AM

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Commercial Development Project Manager
  • The Larry H Miller Company
  • Sandy, UT
  • Commercial Development Project Manager About Larry H. Miller Real Estate Larry H. Miller Real Estate (LHMRE), a portfoli...
  • 3/25/2024 12:00:00 AM

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Real Estate Specialist
  • Granite Construction, Inc.
  • Salt Lake City, UT
  • Building a career at Granite may be the most valuable thing you could do... Are you interested in the opportunity to wor...
  • 3/24/2024 12:00:00 AM

Salt Lake City has an area of 110.4 square miles (286 km2) and an average elevation of 4,327 feet (1,319 m) above sea level. The lowest point within the boundaries of the city is 4,210 feet (1,280 m) near the Jordan River and the Great Salt Lake, and the highest is Grandview Peak, at 9,410 feet (2,868 m). The city is in the northeast corner of the Salt Lake Valley surrounded by the Great Salt Lake to the northwest, the steep Wasatch Range to the east, and Oquirrh Mountains to the west. Its encircling mountains contain several narrow canyons, including City Creek, Emigration, Millcreek, and Par...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$94,739 to $137,697
Salt Lake City, Utah area prices
were up 2.3% 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