Legal jobs

Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Valley Stream, NY

In-House • **Members Only** Valley Stream, NY

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Posted On Sep 14, 26

Full-time 3 views Experience : Max 5 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events to educate potential clients on their estate and financial planning options - Meet with clients in consultations, gather necessary information, and help clients take action - Design and review personalized estate plans to...

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Attorney in Garden City, NY

In-House • **Members Only** Garden City, NY

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Posted On Aug 10, 26

Full-time 1 views Experience : Min 3 yrs required

Job Tags:

artists data privacy Disability Benefits Employee Privacy Estate Planning estates Ethics family finance indemnity Insurance LLC Partnership partnerships Software television trusts

Title: Senior Tax Accountant (Preparer) Job Responsibilities: The Senior Tax Accountant (Preparer) plays a crucial role within the tax team, focusing on the preparation of various tax returns and assisting clients with diverse tax-related matters. Key responsibilities include: - Preparing federal and...

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Divorce Law Attorney / Elder Law Attorney in Bronx, NY

In-House • **Members Only** Bronx, NY

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Posted On Aug 20, 26

Part-time 2 views

Practice Area:

Divorce Law Elder Law

Job Tags:

abuse Domestic Violence family

Title Staff Attorney Job Responsibilities - Develop legal strategies in collaboration with social workers and other professionals. - Coordinate and deliver trainings and outreach to professional audiences. - Assist with grant writing and reporting. - Engage in policy and legislative...

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Attorney in Brooklyn, NY

In-House • **Members Only** Brooklyn, NY

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Posted On Sep 14, 26

Full-time 2 views Experience : Min 15 yrs required

Job Tags:

banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute a strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current landscape of planning tools, identify gaps...

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Data Privacy - Litigation Attorney / Insurance Coverage Attorney / Insurance - Regulatory & Compliance Attorney / Insurance Defense - General Attorney / Personal Injury Defense Attorney in Brooklyn, NY

In-House • **Members Only** Brooklyn, NY

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Posted On Aug 06, 26

Full-time 2 views Experience : 5-10 yrs required

Practice Area:

Data Privacy - Litigation Insurance Coverage Insurance - Regulatory & Compliance Insurance Defense - General Personal Injury Defense

Job Tags:

Affirmative Action agreements depositions electronic discovery Energy government investigations Harassment insurance coverage Litigation Mediation Visa

Title Senior Counsel I, In House Counsel Job Purpose As an In-House Litigator, you will represent the company and serve as a trusted legal advisor. Your role involves delivering expert guidance that helps the company achieve its goals, manage risk, and operate with...

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Attorney in Uniondale, NY

In-House • **Members Only** Uniondale, NY

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Posted On Sep 22, 26

Full-time 30 views Experience : Min 8 yrs required

Job Tags:

acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills

Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...

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Attorney in Uniondale, NY

In-House • **Members Only** Uniondale, NY

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Posted On Sep 15, 26

Full-time 6 views Experience : Min 5 yrs required

Job Tags:

Affirmative Action Software

Title: Tax Manager Job Responsibilities: - Be a trusted member of the team providing various tax, accounting, and advisory services to clients. - Oversee and provide services pertaining to accounting, bookkeeping, and prepared or compiled financials. - Review and analyze accounting records and/or reporting...

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Attorney in Uniondale, NY

In-House • **Members Only** Uniondale, NY

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Posted On Sep 15, 26

Full-time 5 views Experience : Min 5 yrs required

Job Tags:

Affirmative Action family Software

Title: Tax Manager - Private Wealth Job Responsibilities: - Serve as a trusted advisor delivering tax and business advisory services and tax compliance to small business clients, particularly within the private wealth sector. - Work closely with firm leadership to serve clients and...

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Estate & Tax Planning Attorney / Probate Attorney / Trusts and Estates - General Attorney in New York City, NY

In-House • **Members Only** New York City, NY

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Posted On Jul 07, 26

Full-time 6 views Experience : Min 10 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer

Title: Trust Counsel Job Responsibilities: - Wealth Planning: - Provide clients with a comprehensive review of their estate and wealth transfer plans, including making recommendations and offering financial illustrations. - Collaborate with internal team members and external professional advisors to gather all...

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Legal Staff Paralegal in New York City, NY (Remote)

In-House • **Members Only** New York City, NY

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Posted On Sep 14, 26

Full-time 1 views Experience : Min 3 yrs required

Practice Area:

Probate Trusts and Estates - General

Job Tags:

banking Estate Planning family fiduciary shareholders Taxation

Title: Trust Officer I (TO I), Private Bank Job Responsibilities: - Engage in fiduciary oversight activities, proactively identifying issues and coordinating trust administrative matters. - Partner with internal groups such as the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight...

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Corporate - Asset/Investment Management Attorney / Trusts and Estates - General Attorney / Estate & Tax Planning Attorney / ERISA/Executive Compensation Transactions & Compliance Attorney / ERISA - General Attorney / Corporate - General Attorney in New Yo

In-House • **Members Only** New York City, NY

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Posted On Jul 14, 26

Full-time 3 views Experience : 3-5 yrs required

Practice Area:

Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General

Job Tags:

agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

General Counsel Job Title: Assistant General Counsel Job Responsibilities: The Assistant General Counsel will serve as Counsel supporting the Wealth Management Division of the company. The primary responsibilities include: - Providing legal support to wealth management, trust, fiduciary, investment advisory, and brokerage businesses. -...

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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in New York City, NY

In-House • **Members Only** New York City, NY

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Posted On Sep 21, 26

Full-time 1 views Experience : Min 5 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning title wealth management

Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney is primarily responsible for assisting clients in the creation of accurate and efficient estate plans that align with the clients' wishes. The role involves being available for an initial 'start' meeting within five...

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Attorney in New York City, NY (Remote)

In-House • **Members Only** New York City, NY

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Posted On Sep 18, 26

Full-time 1 views Experience : Min 5 yrs required

Job Tags:

Energy estate tax Partnership private client Taxation

and Estate Tax Manager The candidate will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients. Review individual, trust, partnership and corporate tax returns prepared by tax staff and/or seniors for accuracy....

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Legal Staff Paralegal in New York City, NY

In-House • **Members Only** New York City, NY

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Posted On Jun 09, 26

Full-time 7 views Experience : 2-5 yrs required

Practice Area:

Estate & Tax Planning Elder Law Trusts and Estates - General

Job Tags:

Estate Planning estates family fiduciary finance private client Registered Investment Advisor special projects

Title: Legal Assistant and Team Coordinator Job Responsibilities: The Legal Assistant and Team Coordinator position resides within the Trust and Estate Group of a well-established $20+ billion New York-based registered investment advisor that focuses on ultra-high-net-worth clients. The role involves three primary...

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Legal Staff Paralegal in New York City, NY

In-House • **Members Only** New York City, NY

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Posted On Jul 26, 26

Full-time 2 views Experience : Min 1 yrs required

Practice Area:

Probate Trusts and Estates - General

Job Tags:

doctors Energy inheritance Insurance personal injury Probate

Title: Probate Paralegal Job Responsibilities: - Monitor and analyze funded inheritance purchases throughout the probate process to assess payment status and identify any risks. - Review case dockets, court filings, and estate documents to track each funded deal’s path to conclusion and flag...

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Attorney in New York City, NY

In-House • **Members Only** New York City, NY

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Posted On Sep 14, 26

Full-time 1 views

Job Tags:

banking Capital Markets Estate Planning estates family fiduciary investment management partnerships trusts wealth management Wills

client relationships where the company serves as trustee or agent for trustee. This role requires technical expertise in trusts and estates, management proficiency,... and a successful history in growing and managing an Ultra High Net Worth (UHNW) client-focused business. -...

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Attorney in New York City, NY

In-House • **Members Only** New York City, NY

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Posted On Sep 18, 26

Full-time 34 views Experience : Min 12 yrs required

Job Tags:

Corporate Taxation developers Domestic Violence family Harassment hedge funds Joint Ventures Partnership partnerships private client private equity Taxation trusts

Title: Tax Partner - Ultra High Net Worth - Real Estate Job Responsibilities: The Tax Partner in the Ultra High Net Worth (UHNW) - Real Estate team is responsible for providing federal and state tax planning, consulting, structuring, and compliance services to...

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Attorney in New York City, NY

In-House • **Members Only** New York City, NY

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Posted On Sep 21, 26

Full-time 4 views Experience : Min 10 yrs required

Job Tags:

estates family fiduciary Insurance Taxation trusts Visa wealth transfer

Title: Director - Trust & Estate Job Responsibilities: Client Advisory & Technical Leadership: - Serve as a trusted advisor to high-net-worth individuals, families, trustees, and executors. - Provide advanced estate, gift, trust, and wealth transfer planning, including GRATs, IDGTs, SLATs, charitable planning, and succession...

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Attorney in New York City, NY

In-House • **Members Only** New York City, NY

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Posted On Sep 23, 26

Full-time 6 views Experience : 4-10 yrs required

Job Tags:

agreements due diligence family Financial Institutions Partnership partnerships private equity real estate acquisition REITs restructuring S Corporations trusts

Title: Tax Senior Manager – Real Estate Job Responsibilities: - Conduct research and analysis on federal income tax issues, with a focus on real estate tax, partnerships, REITs, S corporations, C corporations, and accounting methods. - Perform transactional analysis and tax...

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Attorney in New York City, NY

In-House • **Members Only** New York City, NY

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Posted On Sep 25, 26

Full-time 7 views Experience : Min 5 yrs required

Job Tags:

criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts

to Real Estate Investment Trusts, Real Estate Private Equity... Funds, and real estate joint ventures and operating partnerships. Provide federal tax consulting and compliance services to clients in the Real Estate industry sector. Work directly with the client, manage the...

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