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Estate & Tax Planning Jobs in Nyack

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United States
Posted On Sep 10, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management 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. Participate in... with state and local tax controversies which includes preparing... clients for discussions with auditors, representing the client at hearings and appeal...

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Posted On Sep 22, 26
Full-time Experience : Min 2 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management 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, which includes preparing... clients for discussions with auditors, representing the client at hearings and...

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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...

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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...

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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...

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Posted On Sep 02, 26
Full-time 4 views Experience : 3-5 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning
Job Tags:
Business Law Commercial Law depositions Estate Planning estates Litigation pleadings probate litigation trusts
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning
Job Tags:
Business Law Commercial Law depositions Estate Planning estates Litigation pleadings probate litigation trusts

Title: Associate Attorney Job Responsibilities: - Manage and support all phases of litigation, from pleadings through trial. - Draft legal documents including pleadings, motions, briefs, discovery demands and responses, and legal memoranda. - Prepare for and participate in hearings, depositions, and mediations. - Develop and...

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Posted On Sep 21, 26
Full-time 11 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: 1. Client Advisory &... executors. - Provide advanced estate, gift, trust, and wealth... transfer planning, including GRATs, IDGTs, SLATs,... charitable planning, and succession strategies. -... Advise on fiduciary income tax planning and compliance (Forms... 1041,......

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Posted On Sep 21, 26
Full-time 10 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 responsible for... managing the tax planning and compliance functions... working closely with the Chief Financial Officer of the fund to manage the tax planning and compliance of... the management company....

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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... Private Client Services Job Responsibilities: The Tax Manager in the Private... for leading and managing tax compliance and consulting engagements... This involves reviewing complex tax returns, including individual (1040),... trusts, estates, and gift tax returns. The Tax Manag......

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Posted On Sep 25, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estate tax estates Litigation Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estate tax estates Litigation Taxation trusts wealth transfer Wills

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...

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Posted On Jul 30, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Conservatorship Elder Law Estate Planning estates family Guardianship health insurance Probate trusts Wills
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Conservatorship Elder Law Estate Planning estates family Guardianship health insurance Probate trusts Wills

Jersey offices. - Advise clients on matters related to wills, trusts, powers of attorney, advance directives, and other estate planning issues. - Develop and... implement long-term care planning strategies while advising clients... throughout the process. - Counsel clients on guardianship, conservatorship, and in...

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Posted On Aug 12, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance LLC Medicaid trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance LLC Medicaid trusts Wills

in all interactions. - Prepare estate planning documents, including Wills,... Trusts, Powers of Attorney, and Deeds, with precision and attention to detail. - Draft detailed opinion letters and other correspondence to effectively convey legal advice and information. - Understand Medicaid applications and their...

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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...

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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......

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Posted On Sep 17, 26
Full-time 95 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Taxation trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Taxation trusts

Job Title: Tax, Trusts & Estates Associate Job... Responsibilities: The Tax, Trusts & Estates Associate... in the areas of tax, trusts, and estates. The... including advising clients on tax planning, estate planning, and... the administration... implement strategies to minimize tax liabilities and ensure compliance......

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Attorney

Recruiter • **Members Only** Pearl River, NY

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Posted On Aug 11, 26
Full-time 148 views Experience : 2-10 yrs required 2 applications
Practice Area:
Real Estate - General Litigation - General (consumer) Estate & Tax Planning Trusts and Estates - General
Practice Area:
Real Estate - General Litigation - General (consumer) Estate & Tax Planning Trusts and Estates - General

years of experience in Estate Planning, Trust Administration, Litigation,... or Real Estate. The candidate will assist... direct client contact, document drafting, addressing tax issues, and Trust &... Estate Administration. Must have experience... with personal finance, and basic tax, investment,...

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