Trust Planning Specialist

4 days ago


Reno, Nevada, United States Navolio & Tallman LLP Full time
Job Description

As a Taxation Expert at Navolio & Tallman LLP, you will have the opportunity to work with a diverse range of clients, including high-net-worth individuals and families. Your expertise will be instrumental in helping us deliver comprehensive tax planning solutions that meet the complex needs of our clients. You will work closely with our team to review and oversee the preparation of tax returns for trusts, estates, and gifts, and provide expert tax advice to clients on trust and estate taxation, wealth transfer planning, and philanthropic planning.

About the Firm

Navolio & Tallman LLP is a leading provider of estate, gift, and trust planning services to high-net-worth individuals and families. Our firm is committed to delivering exceptional client service and sophisticated planning solutions that meet the complex needs of our clients. We value professionalism, technical excellence, and commitment to the highest industry standards, and we strive to cultivate an engaging environment that exemplifies these values.

Salary and Benefits

The estimated annual salary for this position is $145,000 - $175,000, depending on experience. We offer a competitive benefits package, including health insurance, retirement savings plan, and paid time off. Our firm is committed to investing in the growth and development of our employees, and we offer opportunities for professional development and advancement.

Work Environment

We are a fast-paced and dynamic work environment that requires a high degree of urgency in completing tasks and assignments. However, we also prioritize work-life integration and offer flexible working arrangements to support the needs of our employees. Our firm values teamwork and collaboration, and we strive to create an inclusive and supportive environment that promotes employee satisfaction and engagement.

  • Reno, Nevada, United States Law Tyme, Inc. Full time

    About the RoleThis Experienced Legal Secretary position at Law Tyme, Inc. provides an exciting opportunity to work in a dynamic probate, trust, and estate planning practice. As a key member of our team, you will be responsible for drafting correspondence, compiling legal documents, and managing attorney calendars.What We OfferOur benefits package includes...

  • Compliance Specialist

    4 weeks ago


    Reno, Nevada, United States Sequent Full time

    About SequentSequent, a global fiduciary services organization, is seeking a skilled Compliance Specialist to join our team in Reno, Nevada. As a key member of our compliance function, you will play a critical role in ensuring the company's trust operations are conducted ethically and in full compliance with regulatory guidelines.Job SummaryWe are looking...


  • Reno, Nevada, United States Jobot Full time

    At Jobot, we are seeking a Financial Planning Specialist to join our team in Nevada. This role offers a competitive salary of $80,000 - $110,000 per year, with a reduced fall work schedule and below-industry tax season hours. As a Financial Planning Specialist, you will be responsible for preparing and reviewing financial statements and tax returns for...


  • Reno, Nevada, United States The Crosby Company Full time

    Job OverviewThe Crosby Company is a family office dedicated to wealth management and preservation for multiple branches and generations of a single family. As a key member of the Tax Department, this position plays a crucial role in income tax compliance and planning for various accounts and relationships managed by the company.


  • Reno, Nevada, United States Law Tyme Inc Full time

    Law Tyme Inc is looking for an experienced Probate and Estate Planning Support Specialist to join our team in Reno. In this role, you will provide administrative support to our attorneys, ensuring the smooth operation of our Probate, Trust & Estate Planning Practice.The ideal candidate will have 3-5 years of experience in legal secretarial work, with a...


  • Reno, Nevada, United States Navolio & Tallman LLP Full time

    Job OverviewWe are seeking a seasoned Taxation Expert to join our Estate, Gift & Trust team at Navolio & Tallman LLP. As a key member of our team, you will provide expert tax advice to high-net-worth clients on trust and estate taxation, wealth transfer planning, and philanthropic planning. Your expertise will help us deliver sophisticated planning solutions...


  • Reno, Nevada, United States Stantec Full time

    At Stantec, we're grounded in safety, quality, and ethics. Our experts lead their fields and guide our work with rigor, a creative spirit, and vision for growth. We draw from more than 20 technical specialties around the globe and foster an inclusive community of diverse talents, backgrounds, and expertise. This is where you can apply your passion and...


  • Reno, Nevada, United States Navolio & Tallman LLP Full time

    About Navolio & Tallman LLPWe are a top accounting firm recognized for our exceptional client service and sophisticated planning. Our team of experts works closely with high-net-worth and ultra-high-net-worth clients, providing personalized attention and tailored solutions.As a trusted advisor, you will have the opportunity to build lasting relationships...


  • Reno, Nevada, United States Jobot Full time

    We are seeking an experienced Tax Planning and Consulting Expert to join our team in Nevada. This role offers a competitive salary of $95,000 - $125,000 per year, with a reduced fall work schedule and below-industry tax season hours.As a Tax Planning and Consulting Expert, you will be responsible for preparing and reviewing financial statements and tax...


  • Reno, Nevada, United States Law Firm Full time

    Key Responsibilities:The Legal Support Specialist will assist in preparing legal documents, manage the attorney's calendar, and handle various administrative tasks related to the probate, trust, and estates practice.The ideal candidate will have excellent communication skills, both written and verbal, and be proficient in MS Word, Excel, and Outlook.We are...


  • Reno, Nevada, United States Jobot Full time

    Company OverviewWe are a Nevada-based CPA firm providing a full range of accounting services, including tax planning, business consulting, financial statement preparation, and retirement plan administration.About UsWe help businesses and individuals achieve financial success through comprehensive accounting and planning. Our expertise spans diverse...


  • Reno, Nevada, United States Jobot Full time

    Become a key member of our tax team as a Tax Planning Manager for high net worth individuals. In this role, you will be responsible for developing and implementing effective tax savings plans.About the Job:Review and manage tax filings for partnerships, C-Corps, S-Corps, individuals, and trustsTrain staff on technical tax details and handle IRS and state...


  • Reno, Nevada, United States Maxim Healthcare Service Full time

    At Maxim Healthcare Services, we are seeking compassionate Registered Nurses to provide care to our medically fragile adult and/or pediatric patients in the Carson City community.We offer a competitive salary of $35-$45 per hour, a $5,000 sign-on bonus, weekly paychecks, flexible scheduling, health and wellness benefits, and a skills advancement program for...

  • EU Support Specialist

    4 weeks ago


    Reno, Nevada, United States H-Tech Supports Full time

    H-Tech Supports: A Leading Player in Digital TransformationAt H-Tech Supports, we are committed to providing top-notch IT infrastructure management services to clients across 50+ countries. As an EU Support Specialist, you will be part of a dynamic team that has been pioneering in the tech industry since 2013.With our focus on growth, reliability, and...


  • Reno, Nevada, United States CHS Recruiting Full time

    We are seeking a highly skilled Neonatologist to join our team at CHS Recruiting in Reno, Nevada. This is an excellent opportunity for a Board Certified or Eligible Neonatologist to make a meaningful difference in the lives of expectant mothers and newborns.Company OverviewOur organization is a physician-owned medical practice specializing in the care of...


  • Reno, Nevada, United States Lightbridge Academy - Mountain Lakes Full time

    Company Overview">Lightbridge Academy, a trusted provider of high-quality childcare and education, is seeking an exceptional Early Childhood Education Specialist to join its team at the Mountain Lakes location. Our academy is built on a foundation of family values, fostering a nurturing environment where children thrive.Salary: $45,000 - $60,000 per year,...


  • Reno, Nevada, United States Amergis Full time

    Amergis is a respected leader in healthcare staffing, driven by a passion for delivering exceptional care and service to our clients and communities. Our commitment to excellence has earned us a reputation as a trusted partner in the healthcare industry.About the JobWe are seeking a skilled Cardiac Intensive Care Specialist to join our team, who will provide...


  • Reno, Nevada, United States MCKESSON Full time

    Job Summary:Mckesson is a Fortune 10 healthcare company that delivers insights, products, and services to make quality care more accessible and affordable. We are seeking an experienced Sales Leadership Executive to lead our field sales team in Nevada and New Mexico. The ideal candidate will be based in Las Vegas, NV.About the Role:This leadership position...


  • Reno, Nevada, United States Aureus Medical Group - Nursing Full time

    About the JobWe are seeking an experienced Intensive Care Cardiovascular Nurse Specialist to join our team in Reno, Nevada.Job SummaryThe successful candidate will work as a travel nurse in a CVICU setting, providing high-quality patient care and collaborating with healthcare professionals to ensure excellent outcomes. The ideal candidate should possess...


  • Reno, Nevada, United States VISTA Staffing Solutions Full time

    VISTA Staffing Solutions is seeking a skilled Family Medicine Specialist to fill an exciting locum tenens opportunity in Nevada. As a trusted partner in healthcare staffing, we are committed to elevating careers and optimizing continuity of care.About the OpportunityThis position offers a unique chance to work with one of our valued healthcare partners in...