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Estate Planning Assistant Jobs in Colorado (NOW HIRING)

Lincoln Group

Tax Manager (Englewood)

Denver, CO · On-site

$112.50 - $137.50/hr

Develop and maintain client relationships through a comprehensive knowledge of tax planning including estate planning. * Assist with client projects as assigned and function as the lead for client ...

Lincoln Group

Tax Manager (Westminster)

Denver, CO · On-site

$75 - $125/hr

Develop and maintain client relationships through a comprehensive knowledge of tax planning including estate planning. * Assist with client projects as assigned and function as the lead for client ...

Lincoln Group

Tax Manager

Denver, CO · On-site

$125K/yr

Develop and maintain client relationships through a comprehensive knowledge of tax planning including estate planning.Assist with client projects as assigned and function as the lead for client ...

Lincoln Group

Tax Manager

Denver, CO · On-site

$125K/yr

Develop and maintain client relationships through a comprehensive knowledge of tax planning including estate planning.Assist with client projects as assigned and function as the lead for client ...

3i Law

Legal Administrative Assistant

Denver, CO · On-site

$50K - $70K/yr

... including estate planning, estate administration, tax, business, real estate, immigration, and ... Responsibilities for Legal Administrative Assistant Collect, examine, and organize documents for ...

3i Law

Legal Administrative Assistant

Denver, CO · On-site

$50K - $70K/yr

... including estate planning, estate administration, tax, business, real estate, immigration, and ... Responsibilities for Legal Administrative Assistant Collect, examine, and organize documents for ...

MTC Holding Corporation

Director of Accounting

Denver, CO · Hybrid

$135K - $170K/yr

... analysis. * Assist families with long-term financial forecasting. * Support liquidity planning associated with significant life events, business sales, philanthropic initiatives, and estate ...

Sequoia Financial Group Llc

Wealth Planner

Denver, CO · On-site

$55K - $75K/yr

... estate, business succession, philanthropic, and other financial planning services that are ... process. * Assist with departmental projects and priorities such as training and supporting ...

Sorren

Senior Tax Manager (Estate, Trust, Gift)

Denver, CO · On-site

$145 - $175/hr

Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession ... Lead the intake of new estates and assist clients with estate administration issues. * Oversee the ...

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Estate Planning Assistant information

What does an estate planning assistant do?

An Estate Planning Assistant supports attorneys and clients in the process of organizing and managing a person's assets for distribution after death or incapacitation. Their tasks often include preparing legal documents such as wills, trusts, and powers of attorney, maintaining client files, scheduling meetings, and conducting research. They play a key role in ensuring that all paperwork is accurate and filed on time, and may also communicate directly with clients to gather information or provide updates. Estate Planning Assistants help streamline the workflow and ensure the estate planning process runs smoothly.

What are the key skills and qualifications needed to thrive as an estate planning assistant?

To thrive as an Estate Planning Assistant, you need strong organizational skills, attention to detail, and a foundational understanding of legal and financial concepts, often supported by an associate degree or relevant certification. Familiarity with document management systems, Microsoft Office Suite, and estate planning software is typically required. Excellent communication, discretion, and the ability to manage sensitive information are standout soft skills in this role. These skills are crucial for ensuring accurate document preparation, maintaining client trust, and supporting attorneys in delivering effective estate planning services.

What are some common challenges estate planning assistants face when managing client documentation?

Estate Planning Assistants frequently handle sensitive legal and financial documents, which requires a high level of attention to detail and confidentiality. One common challenge is ensuring that all paperwork is accurately completed and complies with changing legal requirements. Additionally, coordinating with clients, attorneys, and financial advisors can involve juggling multiple schedules and priorities. Effective organization and communication skills are essential to keep processes running smoothly and to prevent delays in the estate planning workflow.

What are the most commonly searched types of Estate Planning jobs in Colorado?

The most popular types of Estate Planning jobs in Colorado are:

What are popular job titles related to Estate Planning Assistant jobs in Colorado?

For Estate Planning Assistant jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Estate Planning Assistant jobs in Colorado look for?

The top searched job categories for Estate Planning Assistant jobs in Colorado are:

What cities in Colorado are hiring for Estate Planning Assistant jobs?

Cities in Colorado with the most Estate Planning Assistant job openings:

Estate Planning Assistant jobs near you
Infographic showing various Estate Planning Assistant job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible

Eide Bailly

Denver, CO • On-site

$105K - $180K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Eide Bailly rating

8.2

Company rating: 8.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

10th of 23 rated bookkeepers and accountants

Job description

Location:All locations in the United States

Work Arrangement: Remote, Hybrid, or In-office

A Day in the Life

A typical day as a Wealth Transition Services Tax Manager might include the following:

  • Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
  • Interpreting and reviewing various legal documents in relation to estate and business succession planning.
  • Providing tax planning and consulting services to the firm's high net worth and ultra-high net worth clients.
  • Technical research on estate, gift, GST, tax planning and compliance matters for internal clients.
  • Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. Additionally, you have knowledge and expertise on the income taxation of trusts and estates.
  • Assisting clients which may have varied levels of estate planning knowledge.
  • Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
  • Business development and billing responsibility.
  • Assist in preparation of marketing materials and presentation of internal and external webinar trainings.
  • Coaching and mentoring staff.
  • Working with the firm Wealth Transition Services team on various projects.

Who You Are

  • You have a Bachelor's degree in Accounting and an active CPA license, Enrolled Agent license, or JD/LLM (taxation).
  • You have 4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field.
  • You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Manager will interact with clients with high net worth and ultra-high net worth and will speak to groups on wealth transition topics.
  • You are able to lead and coordinate large estate/gift/GST tax planning engagements across the firm.
  • You are a multi-tasking master and there is never a deadline you can't meet.
  • You have experience developing business and networking.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Making an Impact Together

People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.

Compensation: $105,000-$180,000

Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.

Benefits

Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.

Next Steps

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

Eide Bailly is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws

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#LI-REMOTE

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About Eide Bailly

Sourced by ZipRecruiter

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

Fargo, ND, US

Year founded

1917

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