Estate & Tax Planning Jobs in Centerport

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

Job Title: Estate Planning Attorney Job Responsibilities: - Meet... with clients to develop estate planning strategies and guide... families through probate and estate administration. - Conduct annual meetings... with members of the client . Program. - Work collaboratively with paralegals, Workflow Coordinators, Case Managers,...

Full-time 2 views Experience : Min 5 yrs required

Attorney Job Responsibilities: - Engage in estate planning to help clients... that all legal and tax obligations are met and... that beneficiaries receive their due entitlements. - Provide legal counsel and representation in elder law, addressing the unique needs and challenges faced by...

Full-time 1 views Experience : 2-5 yrs required

Job Title: Estate Planning and Estate Administration... Responsibilities: - Advise clients on estate planning solutions, including the... attorney, and related advance planning documents. - Oversee the administration... of estates and trusts, ensuring filings, distributions, and fiduciary responsibilities are handled accurately and efficiently. -...

Full-time 3 views Experience : Min 2 yrs required

Job Title: Estate Planning and Estate Administration... Responsibilities: - Advise clients on estate planning solutions, including the... attorney, and related advance planning documents. - Oversee the administration... of estates and trusts, ensuring filings, distributions, and fiduciary responsibilities are handled accurately and efficiently. -...

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

such as asset protection, estate planning, Medicaid planning, and... related matters. Key duties include: - Conducting client meetings and case evaluations to understand individual needs and goals. - Handling ongoing advisory engagements with a client-centered approach. - Drafting and reviewing legal documents such...

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

such as asset protection, estate planning, Medicaid planning, and... related legal matters. - Handling client meetings, conducting case evaluations, and managing ongoing advisory engagements. - Drafting and reviewing legal documents, which include wills, trusts, powers of attorney, and healthcare directives. - Conducting l...

Full-time 1 views Experience : Min 3 yrs required

Job Title: Tax Attorney Job Responsibilities: - Engage in... transactional tax planning for business entities,... individual, partnership, and corporate tax matters, providing expert legal... solutions. - Advise and manage tax-related issues for nonprofit organizations,... ensuring adherence to applicable tax codes. - Oversee estate and... trust income tax......

Full-time 25 views Experience : Min 5 yrs required

Job Title: Estate Planning and Litigation Associate... Attorney Job Responsibilities: - The Estate Planning and Litigation Associate... legal matters related to estate planning and litigation. -... The candidate must manage and prioritize multiple cases and responsibilities, ensuring that all legal documents and...

Posted On Sep 04, 26
Full-time 5 views

Job Title: Real Estate Paralegal Job Responsibilities: - Assist with... commercial and residential real estate transactions on a day-to-day... edit typical commercial real estate transaction documents, including mortgages,... leases, deeds, assignments, releases, title affidavits, transfer forms, related corporate authorization documents, and post-closing...

Posted On Sep 22, 26
Full-time 8 views Experience : Min 2 yrs required

Preparing accountings, fiduciary income tax returns, gift tax returns,... and Federal and NYS estate tax returns. - Preparing Surrogate... Court... analyzing asset information for tax planning. - Preparing asset summary... spreadsheets. - Coordinating and working with attorneys on case management. Education and Experience Information: -...

Posted On Aug 12, 26
Full-time 23 views Experience : 2-8 yrs required

law firm seeks a Tax Attorney in Syracuse, New... will work alongside responsive partners, associates, and legal support staff, gaining valuable experience across various legal areas while delivering high-quality assistance and insight to on transactional tax matters, including...

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