Estate & Tax Planning Jobs in Fairport

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United States
Full-time 9 views Experience : 4-6 yrs required

The primary focus areas include succession planning, tax planning, estate planning, estate and trust... administration, and litigation. The attorney will be expected to draft legal documents such as wills, trust agreements, and powers of attorney. Additionally, the role involves handlin...

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Full-time 5 views Experience : Min 5 yrs required

and asset protection strategies. - Draft and review estate planning documents including Wills,... Powers of Attorney, Health Care Proxies, and various Trust Agreements. - Prepare Medicaid gift and note plans, asset summaries, and flowcharts. - Assist with Medicaid applications and coordinate with...

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Full-time 2 views Experience : Max 5 yrs required

will engage in various duties as part of the Financial Empowerment Project. The primary responsibilities include: - Providing direct legal services to clients focusing on estate planning and asset preservation.... This entails resolving fines and fees, title clearing, and addressing...

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Full-time 46 views Experience : Min 5 yrs required

The ideal candidate will have at least five years of experience in trusts and estates practice, with a strong work ethic and excellent communication, analytical, and quantitative skills. A license to practice in Florida, an LLM in tax, and exper...

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Full-time 19 views Experience : 1-4 yrs required

of attorney, and other estate planning documents. - Advising clients... on estate planning strategies and tax... including probate proceedings. - Representing clients in trust and estate litigation matters. - Conducting legal... research and staying current with changes in trust and estate law. -...

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Full-time 34 views Experience : Min 5 yrs required

Rochester. This is an excellent opportunity for a talented attorney to support a growing trusts and estates practice, representing high-net-worth clients and providing advice on tax, asset protection, and business... succession planning strategies. The ideal candidate... will have a mi...

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Posted On Aug 15, 26
Full-time 1 views Experience : 1-4 yrs required

managing all aspects of estate and trust administration processes.... the department’s attorneys. Key duties involve: - Securing documents related to the client’s estate. - Assisting in valuing the... assets in the estate. - Preparing documents and assisting... with creating and transferring assets...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required

Tax Manager - Private Wealth... lead high-quality reviews of tax research, workpapers, and tax... returns across individual, fiduciary,... partnership, closely held corporation, estate, and gift engagements. Prepare... projects, helping clients identify tax planning opportunities and understand... the implications of important...

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Posted On Sep 30, 26
Full-time 1 views Experience : Min 6 yrs required

Services Tax - Real Estate Senior Manager The candidate... through the complexities of tax compliance and strategic consulting.... clients navigate the ever-evolving tax landscape, advising on local... and international tax affairs, and providing insights... into business analysis, working capital management,...

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Posted On Sep 30, 26
Full-time 1 views Experience : Min 4 yrs required

Services Tax - Real Estate Manager The candidate will... helping organizations manage their tax obligations while navigating the... complexities of the global tax environment. Lead teams and... accounts, focusing on strategic planning and mentoring junior staff.... navigate the frequently changing tax landscape, providing insights and......

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 8 yrs required

Services Tax - Real Estate Director Duties: The candidate... on local and international tax affairs to optimize business... impact. Managing tax compliance and structuring for... Analyzing and addressing operational tax risks and implications of... jurisdictions. Drafting and reviewing tax documents to validate accuracy......

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 5 yrs required

corporate trusts, Supplemental Needs Trusts, and other appropriate fiduciary capacities. The Trust Officer is responsible for the administration and discharge of the bank's legal and fiduciary responsibilities for all assigned estate and trust accounts. Key... responsibilities include: - Retaining existing b...

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Posted On Sep 22, 26
Full-time Experience : Min 2 yrs required

funds, private equity, real estate) with state and local... tax issues including compliance, advising,... planning, and controversies. - Engage... with state and local tax controversies which includes preparing... clients for discussions with auditors, representing the client at hearings and a...

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Posted On Aug 17, 26
Full-time 47 views Experience : 2-10 yrs required

Group. The ideal candidate will have experience working with high-net-worth individuals, trusts, partnerships, limited liability companies, and corporations, focusing on estate, income, and gift tax... planning matters. The candidate should... also have familiarity with trust and estate administration. This posit...

Posted On Jul 15, 26
Full-time 1 views Experience : 4-20 yrs required

a hybrid work opportunity and involves working within the Environmental and Commercial Real Estate Practice Groups. The ideal... candidate will have a robust background in environmental regulatory compliance and commercial real estate clients on federal... and state environmental ...

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