Estate & Tax Planning Jobs in Sayreville

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required

Trust and Estate Tax Manager The candidate... on all aspects of tax engagements, supervise/mentor staff, and... trust, partnership and corporate tax returns prepared by tax... staff and/or seniors for... draft memorandum involving complex tax matters. Identify and implement... tax planning opportunities. Handle and... tax...

Posted On Sep 18, 26
Full-time 1 views Experience : Max 3 yrs required

Job Title: Tax Professional Job Responsibilities: - Work with... high net worth families, closely held businesses, estates, trusts, and private foundations. - Develop strong working needs and challenges. - Complete tax planning and research. - Prepare... and state & local tax returns. - Develop a general......

Posted On Sep 30, 26
Full-time

Title: State and Local Tax Manager - Income Franchise Job... Distribution, Financial Services, Construction/Real Estate, and Consumer/Industrial Products. - Lead... on providing high-value quality tax advice and seek to... expand services. - Serve as a Career Advisor, mentor, or coach to one or...

Posted On Sep 18, 26
Full-time 2 views

Job Title: Tax Manager - Ultra High... a comprehensive range of tax services, including wealth transfer,... and retirement planning, and tax compliance. - Manage and oversee... fiduciary, gift, generation-skipping, and estate taxation. This includes planning... and executing client tax engagements. - Collaborate with specialists......

Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required

Job Title: Tax Senior Manager - Ultra... a full spectrum of tax services, including wealth transfer,... and retirement planning, and tax compliance. - Lead the... fiduciary, gift, generation-skipping, and estate taxation. This includes planning... and executing client tax engagements that exceed client......

Full-time 2 views Experience : 3-5 yrs required

Job Title: Trust & Estate Associate Job Responsibilities: The Trust &... Estate Associate will join the... Private Wealth, Estates & Trusts Practice Group at a law firm. The role involves drafting legal documents such as Last Wills and Testaments, revocable and irrevocable...

Posted On Sep 23, 26
Full-time 1 views Experience : Min 3 yrs required

Job Title: Tax Experienced Senior, Private Client... Responsibilities: - Participate in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities.... information needed to prepare tax returns. - Develop an... of complex individual, trust, estate, S-Corp, foundation, partnership, and... tax...

Posted On Sep 23, 26
Full-time 3 views Experience : 1-8 yrs required

Senior Manager - International Tax (Individuals) Job Responsibilities: - Review... international tax compliance forms and collaborate... with a dedicated international tax team. - Prepare analysis... Services and Trust & Estate groups on cross-border matters... for individuals and families with global holdings...

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

across the law firm's estate planning practice. The role... and consistent production of estate planning documents. The Associate... Attorney will review and approve these documents within the firm's targets and ensure drafting accuracy, consistency, and quality. The position involves monitoring...

Full-time Experience : 5-20 yrs required

Job Title: Experienced Estate Planning and Elder Law... complex asset-protection and Medicaid planning strategies. - Advise clients on... estate, inheritance, and tax implications. -... Manage estate and trust administration matters. -... Prepare fiduciary accounts and estate and inheritance tax returns. -... Guide Medicaid spend-down...

Full-time 1 views Experience : Min 3 yrs required

clients with peace of mind regarding their estate and elder law needs.... The primary responsibilities include: - Drafting planning instruments such as Wills,... Trusts, Powers of Attorney, Health Care Directives, and beneficiary designations. Advising clients on tax and Medicaid implications ......

Posted On Sep 21, 26
Full-time 4 views Experience : Min 10 yrs required

Director - Trust & Estate Job Responsibilities: - Serve as a... and executors. - Provide advanced estate, gift, trust, and wealth... transfer planning, including strategies such as... GRATs, IDGTs, SLATs, charitable planning, and succession planning. - Advise... on fiduciary income tax planning and compliance, specifically......

Posted On Sep 21, 26
Full-time 4 views Experience : Min 7 yrs required

Job Title: Tax Manager (HNW-Financial Services) Job Responsibilities: -... clients to provide innovative tax planning, consulting, and compliance... primary review of complex tax returns and maintain client... client vendors. - Engage in tax planning, preparation, and research... for high-net-worth individuals and related business...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 7 yrs required

Job Title: Tax Manager - Private Client... Responsibilities: - Lead and manage tax compliance and consulting engagements... held entities. - Review complex tax returns, including individual (1040),... trusts, estates, and gift tax returns. - Provide advanced tax... strategies related to income, estate, gift, and wealth transfer......

Full-time Experience : Min 3 yrs required

Title: Trusts & Estates Associate Attorney Job Responsibilities: - Independently handle estate planning and estate administration... files, which includes conducting client meetings and drafting necessary documents. - Guide clients through the probate and trust process. - Draft trust and estate documents that are tailored......

Posted On Jul 23, 26
Full-time 1 views Experience : 3-5 yrs required

their families throughout the estate planning or probate and... Key responsibilities include: - Drafting estate planning documents such as... Wills, Trusts, Powers of Attorney, partnership agreements, and related instruments. The paralegal is expected to tailor these provisions to meet each client’s...

Full-time 1 views

supporting clients with their estate planning needs and managing... estate and trust administration clients.... design and implement comprehensive estate plans, which include wills,... powers of attorney, and advance medical directives. - Advising clients on estate planning strategies tailored to... thei...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required

on, and implement tax, estate, and financial plans for... clients. - Collaborate with senior planning resources on complex matters... and specific subjects. - Partner in acquiring new clients and retain, expand, and deepen research to develop tax, estate, and financial analyses and......

Posted On Aug 18, 26
Full-time 14 views Experience : 1-12 yrs required

OverviewA law firm seeks an Estate Attorney in Metuchen to... will have experience in estate planning and administration, providing... review wills, trusts, and estate planning clients on... estate planning strategies and tax... clients in probate and estate administration proceedings....

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