Estate & Tax Planning Jobs in Holtsville

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Full-time 5 views

regulations. - Handle residential and commercial real estate transactions, including the preparation... and review of necessary legal documents. - Advise clients on wills, trusts, and estate planning, ensuring their assets... are protected and distributed according to their wishes. - Manage surrogate court matter...

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Full-time 6 views

Title: Staff Attorney Job Responsibilities: - Manage incoming calls within the Legal Counsel Team. - Identify and assess customer's legal issues and document them using proprietary software. - Review documents on behalf of clients. - Perform administrative and management functions related to the practice of...

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Full-time 1 views Experience : Min 3 yrs required

to the New York State Bar for no less than three years is required, and candidates must be in good standing. - Detailed knowledge of Wills & Estate Laws is necessary. - Self-motivated,... organized, and detail-oriented. - Ability to ask pertinent questions, a...

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Full-time 1 views Experience : Min 3 yrs required

- Wills Department Job Title: Attorney - Wills Department Job Responsibilities: - Attend will signing event days at various locations. - Draft and review wills to ensure compliance with applicable laws and client specifications. Education and Experience Information: - Juris Doctor degree is required. - Admission to...

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Full-time 1 views

the NYS Bar for no less than three years is required and must be in good standing. - Juris Doctor degree. - Detailed knowledge of Wills & Estate Laws. - Retirees are welcome... to apply. Requirements: - Self-motivated, organized, and detail-oriented. - Ability to ask pe...

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Full-time 14 views Experience : Min 3 yrs required

Job Title: Estate Administration Attorney Job Responsibilities: - Oversee... the full range of estate administration tasks, including probate,... regarding the probate process, estate planning, trust administration, and... estate tax. - Draft and file... court filings related to estate matters. - Represent clients in... probate...

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Full-time 9 views Experience : 2-3 yrs required

Job Title: Estate Planning Attorney – Melville... options, and develop tailored estate plans. - Draft, review,... - Advise clients on estate tax implications, asset protection,... giving, and business succession planning. - Represent clients in... probate proceedings and trust administration. -...

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Full-time 5 views Experience : Min 2 yrs required

the State and Local Tax (SALT) practice is responsible... private equity, and real estate, with state and local... tax issues encompassing compliance, advising,... planning, and controversies. The role... involves engaging in multi-state companies with state and local tax controversies, wh...

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Posted On Sep 23, 26
Full-time 5 views Experience : 1-8 yrs required

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

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Posted On Aug 25, 26
Full-time 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 Aug 26, 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 Aug 31, 26
Full-time Experience : Min 2 yrs required

Services Tax - Real Estate and Infrastructure Transactions Senior... on local and international tax affairs to optimize business... strategies. - Manage tax compliance processes and prepare... tax documents for financial services... trends to provide strategic tax planning. - Draft and review... tax documents to ensure accuracy......

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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 23, 26
Full-time Experience : Min 3 yrs required

Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: A Tax Experienced Senior in Private... is tasked with delivering tax compliance and consulting services... include: - Participating in tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities.......

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Posted On Sep 14, 26
Full-time 30 views Experience : Min 6 yrs required

Senior Tax Manager - Private Client... the Boundless Horizons of Tax, Valuation, and Business Expertise... into the world of Tax, Valuation, and Business Advisory.... We stand as a trailblazing force with the most extensive global presence among professional services organizations....

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Posted On Aug 11, 26
Full-time 27 views Experience : 1-12 yrs required

affluent clients on intricate estate planning matters, guiding them... asset preservation and wealth transfer strategies. The ideal candidate will possess a strong foundation in estate law and be eager... to build a dynamic practice within a collaborative, high-caliber environment. Primari...

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