Estate & Tax Planning Jobs in Mount Kisco

53 jobs

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United States
Full-time Experience : Min 7 yrs required

Job Title: Estate Planning Partner/Senior Associate Job Responsibilities: The... Estate Planning Partner/Senior Associate at... of responsibilities centered around estate planning and trust administration.... The successful candidate will handling all stages of estate planning, which includes the... drafting, reviewing, and modifying estate planning...

Posted On Sep 01, 26
Full-time 5 views Experience : Min 8 yrs required

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...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required

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...

Full-time 9 views Experience : 6-10 yrs required

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...

Full-time 3 views Experience : Min 10 yrs required

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...

Full-time 6 views Experience : Min 5 yrs required

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......

Full-time 8 views Experience : 3-7 yrs required

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 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

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...

Full-time 1 views Experience : 1-2 yrs required

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...

Full-time 8 views Experience : Min 5 yrs required

Client International Tax and Estate Planning Associate / Senior... involves advising on international tax matters and cross-border planning... strategies, addressing complex multi-jurisdictional tax and legal considerations. The... candidate will develop sophisticated estate planning and tax-efficient restructuring... solutions for high-net-worth... international...

Full-time 6 views Experience : Min 5 yrs required

Job Title: International Estate Planning Senior Associate/Counsel/Junior Partner Job... Responsibilities: The International Estate Planning Attorney will be... providing legal guidance and estate planning services to clients... . taxes and coordinating with foreign counsel. - Structuring estate plan documents for .... clients to b...

Full-time 11 views Experience : 3-7 yrs required

law firm. The role involves significant responsibility for client matters, particularly engaging directly with a sophisticated, high-net-worth clientele. The associate will handle domestic and international estate planning, which includes sophisticated... drafting as well as estate and trust administration. Additionally,... th...

Full-time 1 views Experience : Min 4 yrs required

the law firm's Private Client Department. The primary responsibilities include: - Estate planning and estate and... trust administration for high-net-worth individuals and families. - Knowledge and application of relevant state and federal tax laws. - Charitable giving... and estate...

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

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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