Estate & Tax Planning Jobs in Long Island City

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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,...

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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 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...

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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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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...

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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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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......

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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,...

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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...

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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...

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

Job Title: Estate Planning Attorney Job Responsibilities: The Estate... Planning Attorney will be... responsible for drafting estate planning documents and advising... charitable trusts. - Advising on estate and gift tax law... and implementing sophisticated planning structures. - Providing guidance on... global gift and estate tax planning, particularly for......

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Full-time 1 views Experience : Min 4 yrs required

Title: Trusts & Estates Planning Associate Attorney Job Responsibilities: - Advise... individuals and families on estate planning strategies. - Draft sophisticated... estate... planning documents. - Assist clients... with... wealth preservation and succession planning objectives. - Prepare and review... living wills, and related estate planning documents. - Advise clients... regarding estate and gift tax planni......

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Full-time 18 views Experience : 3-5 yrs required 1 applications

Attorney Job Responsibilities: - Draft comprehensive estate planning documents ranging from... living trusts, irrevocable life insurance trusts, grantor retained annuity trusts, and charitable remainder trusts. - Develop specialized documents aimed at wealth preservation, tax minimization, and asset protection. -... Draft powers of attorney, healt...

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Full-time 17 views Experience : 7-10 yrs required

Attorney Job Responsibilities: - Draft comprehensive estate planning documents across a... trust agreements, such as revocable living trusts, irrevocable life insurance trusts, grantor retained annuity trusts, and charitable remainder trusts. - Develop specialized documents aimed at wealth preservation, tax minimization, and asset protection......

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Posted On Aug 09, 26
Full-time 11 views Experience : 5-20 yrs required

will collaborate with the Practice Lead to enhance the planning and administration aspects of... the Trusts & Estates and Fiduciary Litigation Group, while managing client relationships and driving practice in growing the Trusts & Estates practice and developing associates....

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