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Estate & Tax Planning Jobs in Mamaroneck

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United States
Posted On Sep 21, 26
Full-time 14 views Experience : Min 7 yrs required
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa

Job Title: Tax Manager (HNW-Financial Services) Job Responsibilities: The... Tax Manager is tasked with... overseeing the tax planning and compliance functions... other investment-related fields. This role involves close collaboration with the Chief Financial Officer of the fund to manage the tax pla...

Posted On Sep 21, 26
Full-time 2 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

Tax Manager - Private Client... Services Job Title: Tax Manager - Private Client... Responsibilities: - Lead and manage tax compliance and consulting engagements... held entities. - Review complex tax returns, including individual (1040),... trusts, estates, and gift tax returns. - Provide advanced tax... strategies related to income, estate, gift, and wealth transfer......

Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

trust administrative matters. - Collaborate with internal groups, including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight Group, Tax Services, and Operations, to... address trust administration activities. - Partner with the Market Trust Director, Trust Officers, Senior Trust Officers, and...

Posted On Sep 20, 26
Full-time 9 views Experience : 6-10 yrs required
Practice Area:
Personal Injury Defense Product Liability Defense
Job Tags:
appellate commercial real estate construction criminal depositions Domestic Violence Energy estates FDA Financial Institutions Financial Restructuring first chair government compliance Harassment Human Rights Law Immigration Intellectual Property Labor and Employment life sciences Litigation mass torts Mediation Partnership pleadings political law Premises Liability product liability product liability defense Public Finance public sector trusts
Practice Area:
Personal Injury Defense Product Liability Defense
Job Tags:
appellate commercial real estate construction criminal depositions Domestic Violence Energy estates FDA Financial Institutions Financial Restructuring first chair government compliance Harassment Human Rights Law Immigration Intellectual Property Labor and Employment life sciences Litigation mass torts Mediation Partnership pleadings political law Premises Liability product liability product liability defense Public Finance public sector trusts

Title: Defense Litigation Associate Attorney – Medical and Life Sciences Job Responsibilities: The Defense Litigation Associate Attorney will support the Medical and Life Sciences department in defending general and premises liability cases for various clients, including senior living facilities, healthcare providers, and...

Posted On Sep 01, 26
Full-time 3 views Experience : Min 10 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
Asset Protection Estate Planning estates fiduciary Insurance Taxation trusts wealth transfer Wills
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
Asset Protection Estate Planning estates fiduciary Insurance Taxation trusts wealth transfer Wills

Job Title Tax, Trusts & Estates Attorney... Advise clients on sophisticated estate planning strategies, including trusts,... Handle complex trust and estate administration matters. - Counsel... regarding federal and state estate, gift, income, and fiduciary... tax on tax, trust, and estate planning aspec...

Posted On Aug 22, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

Client International Tax and Estate Planning Associate / Senior... Client International Tax and Estate Planning Associate / Senior... for advising on international tax matters and cross-border planning... that address complex multi-jurisdictional tax and legal considerations. The... candidate will develop sophisticated estate planning and tax-efficient res......

Posted On Jul 01, 26
Full-time 8 views Experience : 3-7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates private client trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates private client trusts

law firm. The primary responsibilities include: - Engaging in domestic and international estate planning with a focus... on sophisticated drafting - Handling estate and trust administration - Ensuring... estate and tax compliance - Directly... engaging with a high-net-worth clientele, offering personalized and professional le...

Posted On Sep 14, 26
Full-time 14 views Experience : 6-6 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Job Title: Senior Tax Manager - Private Client... Services (Hybrid) Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These...

Posted On Sep 14, 26
Full-time 39 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

Deliver the company's wealth planning resources to clients and... for the use of the Wealth Strategy Engagement Model and all available Advice capabilities within the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep... client discovery and u...

Posted On Jul 22, 26
Full-time 1 views Experience : 1-2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law estates Probate spectrum
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law estates Probate spectrum

services under the supervision of an attorney. Key responsibilities include: - Providing case management support for matters involving trust and estate, probate, special needs, and... elder law to enhance client outcomes. - Handling communication with clients, their families, court clerks, realtors, b...

Posted On Aug 09, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning estates family gift tax Insurance Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning estates family gift tax Insurance Probate trusts Wills

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:......

Posted On Sep 18, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning Trusts and Estates - General
Job Tags:
Alternative Dispute Resolution commercial litigation Elder Law Estate Planning Insurance Litigation
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning Trusts and Estates - General
Job Tags:
Alternative Dispute Resolution commercial litigation Elder Law Estate Planning Insurance Litigation

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...

Posted On Sep 01, 26
Full-time 5 views Experience : Min 8 yrs required
Job Tags:
equity Equity Compensation estates family Software Taxation trusts
Job Tags:
equity Equity Compensation estates family Software Taxation trusts

Job Title: Tax Senior Manager, High Net... review complex individual income tax returns (Form 1040) including... structures. - Oversee trust and estate-related filings (Form 1041) and... impacting wealth planning, succession, and family tax strategy. - Develop and implement... advanced tax planning str...

Trusts & Estates Attorney

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Posted On Aug 09, 26
Full-time 26 views Experience : 1-12 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

of legacy planning and estate administration matters, guiding clients... wealth transfer and Overview A law firm invites applications from an attorney with 1–6 years of hands-on experience in legacy preservation and estate settlement. The successful candidate... will handle end-...

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