Estate & Tax Planning Jobs in Forest Hills

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United States
Posted On Sep 01, 26
Full-time 6 views

Job Title: Senior Estate Planning Paralegal Job Responsibilities: - Collaborate... closely with senior estate-planning attorneys on complex estate,... gift, and GST tax... planning matters. - Review and refine... sophisticated estate-planning documents based on attorney... instructions. - Coordinate multi-step planning transactions involving trusts, LLCs,... partnerships,...

Full-time Experience : Min 23 yrs required

emphasizes high-quality representation in estate planning, probate, estate administration,... trust administration, and contested Surrogate’s Court matters. The firm is seeking a motivated and capable associate attorney who is prepared to develop deep expertise in this area while contributing meaningfully to...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 15 yrs required

Director, Head of Financial Planning Tools & Strategy Job Responsibilities: -... strategic vision for financial planning tools, ensuring alignment with... the current landscape of planning tools, identify gaps in... adoption, functionality, and advisor experience, and develop a multi-year roadmap for improvement. - Drive...

Posted On Aug 06, 26
Full-time 1 views

Title: Senior Paralegal Supervisor / Practice Manager – Trusts & Estates Job Responsibilities: 1. Practice Management & Supervision: - Supervise, train, and mentor paralegals, legal assistants, and administrative staff. - Oversee workflow, case assignment, and prioritization of matters across the practice. -...

Full-time 8 views Experience : Min 7 yrs required

Description **Members Only.** (AJB) is a nonprofit organization dedicated to providing high-quality, pro bono legal services and community education to those in need. By leveraging the collective talents of its staff and volunteers, AJB envisions a Brooklyn where everyone is...

Full-time 1 views Experience : Min 4 yrs required

Title: Trusts & Estates Planning Associate Attorney Job Responsibilities:... The Trusts & Estates Planning Associate Attorney will be... individuals and families on estate planning strategies, drafting sophisticated... estate... planning documents, and assisting... clients... wealth preservation and succession planning objectives. Key responsibilities include:......

Full-time 1 views Experience : Min 2 yrs required

Job Title: Estate Litigation Associate Job Responsibilities: - Shadow... law, special needs planning, estate planning, estate administration, and... with a focus on estate litigation and related legal... commercial litigation arising from estate disputes. - Provide support for... Surrogate’s Court filings, litigation preparation, and...

Full-time 3 views Experience : Max 5 yrs required

potential clients on their estate and financial planning options -... clients take action - Design and review personalized estate plans to ensure alignment... with client goals - Guide clients through document signing appointments, making sure they understand their plans completely - Collaborate with attorney...

Full-time 4 views

offices, fiduciaries, and closely held business owners on estate, gift, GST, income tax,... and succession planning matters. - Drafting legal documents... including wills, revocable trusts, irrevocable trusts, powers of attorney, health care documents, charitable planning documents, and other estate... planning instruments....

Full-time 14 views Experience : Min 5 yrs required

recognized team that assists individuals and families with sophisticated estate and tax planning techniques.... The responsibilities include: - Creating and administering family offices - Administering, decanting, and modifying trusts - Administering complex estates - Planning with respect to business... interests...

Full-time 16 views Experience : 4-7 yrs required

individuals and families on estate and tax planning strategies,... issues related to gift, estate, and generation-skipping transfer taxes. -... Structure and implement sophisticated estate plans, which may include... and LLCs. - Counsel clients on wealth preservation, business succession planning, and philanthropic...

Full-time 1 views Experience : 5-7 yrs required

Job Title: Estate and Tax Planning Attorney Job... Responsibilities: The Estate and Tax Planning Attorney... providing high net worth estate and tax planning services.... The role involves planning and drafting a variety... of trusts including Intentionally Defective Trusts, Spousal Limited Access Trusts,...

Full-time 11 views Experience : Min 5 yrs required

Client International Tax and Estate Planning Associate / Senior... 1. Advise on international tax matters and cross-border planning... that address complex multi-jurisdictional tax and legal considerations. 2.... Develop sophisticated estate planning and tax-efficient restructuring... solutions for high-net-worth... 3. Manage complex international planning matters an...

Full-time 124 views Experience : Min 3 yrs required

Job Title: Tax, Trusts & Estates Associate Job... Responsibilities: The Tax, Trusts & Estates Associate... in the areas of tax, trusts, and estates. Key... include advising clients on estate planning, tax strategies, and... trust administration.... The associate will draft and review legal...

Full-time 10 views Experience : Min 7 yrs required

Private Clients Attorney (International Estate Planning) Job Responsibilities: -... family offices on sophisticated estate, gift, generation-skipping transfer tax,... and wealth preservation planning... strong emphasis on international tax and cross-border planning considerations.... federal and state transfer tax issues, wealth transfer techniques......

Full-time 6 views Experience : 3-7 yrs required

Cross-Border Private Client & Tax Associate or Counsel Lawyer Job... Cross-Border Private Client & Tax Associate or Counsel Lawyer... will be part of a close-knit team that provides services to substantial global families with a presence in North America, Asia, Europe,...

Full-time 3 views Experience : 4-8 yrs required

and family entities on estate, gift, generation-skipping transfer, and... income tax matters. - Draft prenuptial and... agreements. - Have experience in estate administration and all aspects... of tax controversy, including dealing with... IRS examinations and appeals. - Perform legal research and analysis using...

Full-time 1 views Experience : 4-6 yrs required

Estate Planning Attorney Job Title Estate Planning... Attorney Job Responsibilities The Estate Planning Attorney will be... responsible for drafting estate planning documents and advising... charitable trusts. A strong understanding of estate and gift tax law... and sophisticated planning structures is essential. The... role...

Posted On Aug 03, 26
Full-time 1 views Experience : 3-8 yrs required

a Trusts and Estates Planning Associate Attorney in Lake... is looking for a talented attorney to join their individuals and families on estate planning sophisticated estate... planning... clients with... wealth... preservation and succession and review will...

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