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Estate & Tax Planning Jobs in Millburn

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United States
Posted On Sep 10, 26
Full-time 3 views Experience : Min 2 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity Taxation
Job Tags:
company policies criminal Energy family Insurance private equity Taxation

Associate, State & Local Tax - Financial Services Job Responsibilities: -... private equity, and real estate, addressing state and local... tax issues such as compliance,... advising, planning, and controversies. - Engage with... facing state and local tax controversies, which involves preparing... clients for...

Posted On Sep 10, 26
Full-time 5 views Experience : Min 2 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity Taxation
Job Tags:
company policies criminal Energy family Insurance private equity Taxation

funds, private equity, real estate) with state and local... tax issues including compliance, advising,... planning, and controversies - Engage... on state and local tax controversies, including preparing clients... for discussions with auditors, representing clients at hearings and appeal meetings, and...

Posted On Sep 10, 26
Full-time 5 views Experience : Min 2 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity Taxation
Job Tags:
company policies criminal Energy family Insurance private equity Taxation

private equity, and real estate, addressing state and local... tax issues such as compliance,... advising, planning, and controversies. - Engage... on state and local tax controversies, which includes preparing... clients for discussions with auditors, representing the client at hearings and...

Posted On Sep 14, 26
Full-time 43 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 firm's wealth planning resources to clients and... and client-facing advocate for the Wealth Strategy Engagement Model and all advice capabilities offered by the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep... client discovery and underst...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

Director - Trust & Estate Job Responsibilities: - Serve as a... and executors. - Provide advanced estate, gift, trust, and wealth... transfer planning, including strategies such as... GRATs, IDGTs, SLATs, charitable planning, and succession planning. - Advise... on fiduciary income tax planning and compliance, specifically......

Posted On Sep 21, 26
Full-time 4 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: -... clients to provide innovative tax planning, consulting, and compliance... primary review of complex tax returns and maintain client... client vendors. - Engage in tax planning, preparation, and research... for high-net-worth individuals and related business...

Posted On Sep 21, 26
Full-time 3 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

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 Aug 11, 26
Full-time 6 views 1 applications
Practice Area:
Bankruptcy-General Corporate - General Real Estate - General Estate & Tax Planning
Job Tags:
Administrative Law Aviation Law Bankruptcy Business Law Case Law civil litigation Civil Rights contracts debtor Estate Planning Government Immigration Litigation Mediation pleadings trusts Wills
Practice Area:
Bankruptcy-General Corporate - General Real Estate - General Estate & Tax Planning
Job Tags:
Administrative Law Aviation Law Bankruptcy Business Law Case Law civil litigation Civil Rights contracts debtor Estate Planning Government Immigration Litigation Mediation pleadings trusts Wills

Title: General Attorney Job Responsibilities: The General Attorney at the law firm will be tasked with providing comprehensive legal services across various practice areas. The primary responsibilities include: - Advising clients on their legal rights and obligations to ensure they are well-informed about...

Posted On Aug 25, 26
Full-time Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Case Law criminal divorce Estate Planning estates family Family Law Labor and Employment LLC Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Case Law criminal divorce Estate Planning estates family Family Law Labor and Employment LLC Probate trusts Wills

includes drafting legal documents such as wills, trusts, powers of attorney, and healthcare directives. The attorney will advise clients on estate planning strategies, ensuring that... these strategies align with the clients' goals and applicable laws. Daily responsibilities involve meeting wit...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

Job Title: ISP Senior Tax Manager, High-Net Worth Job Responsibilities: -... related entities on complex tax matters, including income tax... planning, estate and gift... planning, charitable... strategies, and other sophisticated planning opportunities. - Lead the review... individual and family office tax compliance engagements, ensuring technical......

Posted On Aug 17, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Tax - Private Client Services Elder Law Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
estates trusts
Practice Area:
Tax - Private Client Services Elder Law Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
estates trusts

Job Title: Tax and Trust and Estates... Associate Attorney Job Responsibilities: The Tax and Trust and Estates... be part of the Tax and Trusts and Estates... not limited to: - Engaging in all aspects of elder, special needs, and long-term care planning - Colla...

Posted On Jul 22, 26
Full-time 5 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts Women

responsible for drafting sophisticated estate planning documents tailored for... high-net-worth individuals. The candidate must demonstrate excellent written and verbal communication skills and possess the ability to handle multiple assignments simultaneously. The role involves working within a specialized practice group dedicated...

Posted On Aug 25, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

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,...

Posted On Aug 26, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance
Job Tags:
family finance H-1B Profit Sharing regulatory compliance

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......

Posted On Aug 31, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
asset management Ethics family finance H-1B Profit Sharing regulatory compliance
Job Tags:
asset management Ethics family finance H-1B Profit Sharing regulatory compliance

Services Tax - Real Estate and Infrastructure Transactions Senior... on local and international tax affairs to optimize business... strategies. - Managing tax compliance processes and preparing... tax documents for financial services... trends to provide strategic tax planning. - Drafting and reviewing... tax documents to validate accuracy......

Posted On Aug 09, 26
Full-time 7 views Experience : 2-10 yrs required
Practice Area:
Real Estate - Tax Tax - State & Local
Practice Area:
Real Estate - Tax Tax - State & Local

a State and Local Tax Associate in Short Hills,... to work on complex tax matters across various industries... corporate income and franchise tax on sales and... use tax property tax and... payroll tax with personal income... tax matters....

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