Estate Planning Consultant jobs in Colorado

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/Construction Clients (PKN957990)
  • RES Consultant Group
  • Denver, CO 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.

  • 20 Days Ago

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Leasing Consultant
  • Sentinel Real Estate
  • Lone Tree, CO FULL_TIME
  • Real Estate - Apartment Management - Leasing A National Property Management Company is seeking to hire a Leasing Consultant for a prestigious apartment community Position Overview - The Leasing Consul...
  • 12 Days Ago

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Oracle Cloud Planning Consultant
  • Comcentric Inc.
  • Denver, CO FULL_TIME
  • We are seeking an Oracle Cloud Planning Consultant (Supply Chain and Demand Planning) for a 6-12 month contract (with the likelihood of extension) for a remote position in the eastern time zone. In th...
  • 14 Days Ago

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Estate Planning Paralegal/Legal Assistant
  • Adams & Martin Group
  • Denver, CO FULL_TIME
  • A Colorado law firm is looking for an Estate Planning Paralegal/Legal Assistant to join their team in their Denver, CO office. Industry-leading compensation and comprehensive benefits offered! Respons...
  • 1 Month Ago

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Tax Planning Strategist- Trust & Estate
  • Stockman Kast Ryan + Company
  • Colorado, CO FULL_TIME
  • TAX PLANNING STRATEGIST- TRUST & ESTATE -Post 4/15 start If you are feeling the big 4 burnout or just looking to the future feel free to apply today to start learning about SKR CO. We can keep in touc...
  • 2 Months Ago

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Leasing Consultant;AcadiaatCornerstar;Aurora,CO
  • SENTINEL REAL ESTATE
  • Aurora, CO FULL_TIME
  • Real Estate -- Apartment Management -- Leasing A National Property Management Company is seeking to hire a Leasing Consultant for a prestigious apartment community Position Overview -- The Leasing Con...
  • 2 Days Ago

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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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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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Facility Space Planner
  • Cherokee Federal
  • Scott AFB, IL
  • Facility Space Planner Develop and maintain the installation’s Facility Space Optimization Plan (or FSOP) and other faci...
  • 4/14/2024 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, ...
  • 4/14/2024 12:00:00 AM

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Director of Sales
  • Atria Senior Living
  • Glen Cove, NY
  • Responsibilities The Community Sales Director ("CSD") is responsible for achieving and exceeding the community's monthly...
  • 4/14/2024 12:00:00 AM

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Estate Planning Attorney
  • ECG Resources, Inc.
  • Chicago, IL
  • Established Chicago Single-Family Office seeks JD/Estate Planner to serve as primary point of contact for UHNW clients a...
  • 4/13/2024 12:00:00 AM

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Tax Manager Public Accounting
  • Sable Group LLC
  • Beachwood, OH
  • Job Description Job Description A boutique tax and accounting firm on the east side of Cleveland is looking for a self-s...
  • 4/13/2024 12:00:00 AM

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LVN Nurse Care Manager
  • Debra A Beatty
  • Yorba Linda, CA
  • Job Description Job Description *This is not a remote position, the nurse care manager will be required to make visits t...
  • 4/12/2024 12:00:00 AM

Colorado (/ˌkɒləˈrædoʊ, -ˈrɑːdoʊ/ (listen), other variants) is a state of the Western United States encompassing most of the southern Rocky Mountains as well as the northeastern portion of the Colorado Plateau and the western edge of the Great Plains. It is the 8th most extensive and 21st most populous U.S. state. The estimated population of Colorado was 5,695,564 on July 1, 2018, an increase of 13.25% since the 2010 United States Census. The state was named for the Colorado River, which early Spanish explorers named the Río Colorado for the ruddy silt the river carried from the mountains. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$100,937 to $146,696

Estate Planning Consultant in Grand Rapids, MI
This may mean that your estate or a specific gift may not pass to those that you had intended or wished.
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Estate Planning Consultant in Appleton, WI
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Estate Planning Consultant in Colorado Springs, CO
Purpose MCR is planning to greatly increase its existing pipeline of both medium and long term sites across the UK.
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