Estate & Tax Planning Jobs in Fresh Meadows

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United States
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:......

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Full-time 2 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...

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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...

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Full-time 50 views Experience : Min 10 yrs required

& Estates Attorney - Estate Administration Experience: Minimum 10... Department: Trust and Estate Group Salary: Competitive with... & Estates Attorney for Estate Administration Role H1:... Our Renowned Trust and Estate Group for High-Level Estate... Administration Work H2: Experienced......

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Full-time 64 views Experience : 1-2 yrs required

Estates Jr. Associate – Estate Planning or Estate Administration... entities and knowledge of estate administration Law Firm... nationally renowned Trust and Estate group is seeking a... to join our team. We provide high level and complex tax, estate pl...

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Full-time 52 views Experience : Min 5 yrs required

& Estates Associate – Estate Planning or Estate Administration... within the Trust and Estate group, which is nationally... high-level and complex tax, estate planning, and asset preservation... and private companies, real estate developers and investors, successful... entrepreneurs and business own...

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Full-time 63 views Experience : 3-5 yrs required

Job Title: Mid-Level Tax Associate Job Responsibilities: - Engage in... domestic and international tax planning for high net... worth individuals and closely held businesses. - Handle investment real estate matters, including sales, exchanges,... lease with IRC Section 1031 tax-free exchanges, ensuring compliance and......

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Posted On Sep 23, 26
Full-time 45 views Experience : 2-5 yrs required

Job Title: Estate Administration Paralegal Job Responsibilities: The primary... responsibilities of the Estate Administration Paralegal include managing... various aspects of trust and estate administration. This involves direct... communication with clients, their family members, valuation of a decedent’s estate assets as of the......

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Full-time 8 views Experience : Min 5 yrs required

in all phases of estate and trust administration - Participate... families, executives, and business owners on estate administration - Conduct legal research... and prepare memoranda on estate administration, fiduciary, and tax... issues - Manage Surrogate’s Court... calendar and attend Surrogate’s Court proceedings as...

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Posted On Jul 07, 26
Full-time 2 views Experience : 1-3 yrs required

labels for mailings - Calendaring Fair Hearing/Court Notices 2. Estate Planning: - Drafting Power... of Attorneys, Health Care Proxies, Trusts, Pour-over Wills, Certification of Trusts, and similar documents using software - Drafting Wills - Drafting Deeds and ordering ACRIS/transfer tax d...

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Posted On Aug 10, 26
Full-time 1 views Experience : Min 3 yrs required

Job 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: -... federal and multi-state income tax returns. - Collaborating closely with... tax...

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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,...

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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...

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Posted On Sep 14, 26
Full-time 2 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...

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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. -...

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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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