Estate & Tax Planning Jobs in Kearny

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United States
Full-time 1 views Experience : Min 10 yrs required

Title Of Counsel - Tax, Trusts and Estates Practice... Advise clients on complex estate planning strategies, including the... design,... - Handle trust and estate administration matters. - Counsel... clients on business succession planning and family wealth transfer... on charitable and philanthropic planning. - Structure and implement......

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Part-time 3 views Experience : Min 3 yrs required

Title: Part-Time Remote NY Estate Planning Attorney Job Responsibilities: -... Review estate planning documents, specifically revocable... living trusts, drafted by the paralegal team. - Sign off on completed plans after confirming accuracy and alignment with client goals. - Provide custom language...

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Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required

Tax Manager - Private Wealth... lead high-quality reviews of tax research, workpapers, and tax... returns across individual, fiduciary,... partnership, closely held corporation, estate, and gift engagements. Prepare... projects, helping clients identify tax planning opportunities and understand... the implications of important...

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Posted On Sep 17, 26
Full-time 1 views Experience : Min 3 yrs required

Job Title: Tax Senior, Global Employer Services... - Individual Tax Services, High Net Worth Job... Responsibilities: As a Tax Senior in the Individual... Tax Services – High Net... of tasks centered around tax compliance and planning for... state, and local individual tax returns and related workp......

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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... organization. - Assess the current planning tools landscape to identify... gaps in adoption, functionality, and advisor experience, and develop a multi-year roadmap for...

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Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job... Senior Consultant in the Tax Strategy and Transformation team,... will include: - Collaborating with Tax subject matter specialists, technologists,... key stakeholders to drive tax transformation projects across various... business threads, such as tax comp...

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Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required

Job Title: Senior Consultant, Tax Strategy - Tax Transformation Job... Responsibilities: As a Tax Strategy and Transformation Senior... responsibilities include collaborating with Tax subject matter specialists, technologists,... The role spans various tax transformation projects that include... tax compliance and advisory client......

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Full-time 5 views Experience : 8-8 yrs required

Private Client Services - Tax Senior Manager Job Responsibilities: As a... Senior Manager in Private Tax at the company, the... provide personal and private tax advice and compliance requirements... to business owners, business-owning families, and owners of private wealth. This involves advising...

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Posted On Sep 22, 26
Full-time 5 views Experience : 5-5 yrs required

Private Client Services - Tax Manager Job Responsibilities: As a Manager... in the Private Tax sector within the company,... providing personal and private tax advice and compliance support... the delivery of tailored tax advice and compliance solutions... for complex family and business...

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Posted On Sep 22, 26
Full-time 1 views Experience : Min 5 yrs required

Job Title: Tax Manager - Financial Services... - State & Local Tax, Income Tax Job Responsibilities: - Manage... multiple tax engagements and contribute to... the delivery of quality tax planning and compliance services... new approaches to provide tax services. - Build client relationships......

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Posted On Sep 22, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Family Offices Advisory Services - Manager Job Responsibilities: - Support the legacy of family clients by protecting, improving, and growing their financial, social, and human capital. - Manage various responsibilities, including consulting and advising high-net-worth individuals. - Review family office governance, operations, and...

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Full-time 62 views Experience : Min 5 yrs required

## Tax Partner - **Members Only,** **Members Only,**... Jersey and/or New York Tax Attorney to join the... as a Partner. The Tax Partner will be responsible... to provide professional legal counsel and representation for high-net-worth individuals, institutions, and corporations. ### About...

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Full-time 2 views Experience : Min 1 yrs required

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

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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....

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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...

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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...

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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,...

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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...

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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...

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Posted On Aug 08, 26
Full-time 97 views Experience : 3-20 yrs required

Ranked Law Firm seeks tax partner with 5+ years... be reporting to the Tax, Trusts, and Estates Partner.... an advocate and advisor concerning legal rights and obligations and recommend best practices and courses of action related to tax, trust,...

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