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Explore 95 Remote Estate Planning Jobs

Edelman Financial Engines logo

Associate Financial Planner - Remote

Edelman Financial Engines

1 week ago

Join Edelman Financial Engines as an Associate Financial Planner to assist clients with their financial planning needs.

USA
Full-time
Finance / Legal
$76,000 - $102,000/year
Zirtual logo

Trust Funding Paralegal - Remote

Zirtual

1 week ago

The Trust Funding Paralegal manages trust funding processes for clients, ensuring accurate documentation and communication.

TN, USA
Part-time
Finance / Legal

U.O.M.M.S

Paralegal - Estate Recovery Program - Remote

University of Massachusetts Medical School

1 week ago

Join ForHealth Consulting as a Paralegal in the Estate Recovery Program, focusing on Medicaid estate recovery in a primarily remote role.

MA, USA
Full-time
Finance / Legal
K1X logo

Manager – Transfer Tax Technical Research and Compliance - Remote

K1X

2 weeks ago

Seeking a Manager for Transfer Tax Technical Research and Compliance with expertise in federal and state tax matters, offering flexible work arrangements.

USA
Full-time
Legal
Getwingapp logo

Estate Planning Legal Assistant - Remote

Getwingapp

3 weeks ago

Seeking a Virtual Legal Assistant to support a legal practice specializing in estate planning and mortgage processing.

Philippines
Full-time
Finance / Legal
Latitude logo

Trusts & Estates Tax Director - Remote

Latitude

5 weeks ago

We are looking for a Trusts & Estates Tax Director with extensive experience in tax planning and compliance for high-net-worth individuals.

USA
Full-time
Finance / Legal

M.A

Legal Assistant (Estate Planning Service Specialist) - Remote

Mercer Advisors

6 weeks ago

Join Mercer Advisors as a Legal Assistant specializing in estate planning, supporting clients and strategists in a dynamic legal team.

USA
Full-time
Finance / Legal

M.A

Financial Planner II - Remote

Mercer Advisors

7 weeks ago

Join Mercer Advisors as a Financial Planner II to prepare comprehensive financial plans and collaborate with advisors to enhance client experiences.

USA
Full-time
Finance / Legal
Wealth.com logo

Legal Intern - Remote

Wealth.com

8 weeks ago

Wealth.com is seeking a detail-oriented legal intern to assist with legal research and content development in a remote work environment.

Worldwide
Internship
Finance / Legal
Future Publishing logo

Assistant Contributed Content Editor - Remote

Future Publishing

9 weeks ago

Kiplinger seeks a skilled editor to oversee contributed financial content for their website, focusing on clarity and accuracy in articles.

USA
Full-time
Writing
$72,000 - $78,000/year
IDJ Talent logo

Tax Specialist - Remote

IDJ Talent

9 weeks ago

Join a medium-sized advisory firm as a Tax Specialist, providing expert tax advice and coaching in a flexible and supportive environment.

Worldwide
Full-time
Finance / Legal
54,000 - 83,000/year
LearnLux logo

Financial Planner - Remote

LearnLux

9 weeks ago

LearnLux is seeking a remote Certified Financial Planner to provide financial guidance to employees in Austria.

Austria
Contract
Finance / Legal
Willful logo

Proactive Customer Support Specialist - Remote

Willful

12 weeks ago

Join Willful as a Proactive Customer Support Specialist to help Canadians complete their estate planning with personalized support.

Canada
Full-time
Customer Service
Compound Planning logo

Tax Director - Remote

Compound Planning

12 weeks ago

The Tax Director will lead a modern tax practice, focusing on compliance and advisory services for high-net-worth clients.

USA
Full-time
Finance / Legal
Job Duck logo

Legal Assistant - Remote

Job Duck

13 weeks ago

Join a virtual staffing company as a Legal Assistant, supporting attorneys with estate planning and client communications.

Worldwide
Full-time
Finance / Legal
$1,150 - $1,220/month