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Estate & Tax Planning Jobs in Perth Amboy

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United States
Posted On Sep 23, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Experienced Senior, Private Client... Responsibilities: - Participate in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities.... information needed to prepare tax returns. - Develop an... of complex individual, trust, estate, S-Corp, foundation, partnership, and... tax...

Posted On Sep 23, 26
Full-time 3 views Experience : 1-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

Senior Manager - International Tax (Individuals) Job Responsibilities: - Review... international tax compliance forms and collaborate... with a dedicated international tax team. - Prepare analysis... Services and Trust & Estate groups on cross-border matters... for individuals and families with global holdings...

Posted On Sep 18, 26
Full-time 1 views Experience : Max 3 yrs required
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts

Job Title: Tax Professional Job Responsibilities: - Work with... high net worth families, closely held businesses, estates, trusts, and private foundations. - Develop strong working needs and challenges. - Complete tax planning and research. - Prepare... and state & local tax returns. - Develop a general......

Posted On Sep 30, 26
Full-time
Job Tags:
construction Domestic Violence due diligence family Harassment Partnership Taxation Visa
Job Tags:
construction Domestic Violence due diligence family Harassment Partnership Taxation Visa

Title: State and Local Tax Manager - Income Franchise Job... Distribution, Financial Services, Construction/Real Estate, and Consumer/Industrial Products. - Lead... on providing high-value quality tax advice and seek to... expand services. - Serve as a Career Advisor, mentor, or coach to one or...

Posted On Sep 18, 26
Full-time 2 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

Job Title: Tax Manager - Ultra High... a comprehensive range of tax services, including wealth transfer,... and retirement planning, and tax compliance. - Manage and oversee... fiduciary, gift, generation-skipping, and estate taxation. This includes planning... and executing client tax engagements. - Collaborate with specialists......

Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer

Job Title: Tax Senior Manager - Ultra... a full spectrum of tax services, including wealth transfer,... and retirement planning, and tax compliance. - Lead the... fiduciary, gift, generation-skipping, and estate taxation. This includes planning... and executing client tax engagements that exceed client......

Posted On Jul 28, 26
Full-time 2 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
downstream Estate Planning health insurance Insurance LLC
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
downstream Estate Planning health insurance Insurance LLC

across the law firm's estate planning practice. The role... and consistent production of estate planning documents. The Associate... Attorney will review and approve these documents within the firm's targets and ensure drafting accuracy, consistency, and quality. The position involves monitoring...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Energy estate tax Partnership private client Taxation
Job Tags:
Energy estate tax Partnership private client Taxation

Trust and Estate Tax Manager The candidate... on all aspects of tax engagements, supervise/mentor staff, and... trust, partnership and corporate tax returns prepared by tax... staff and/or seniors for... draft memorandum involving complex tax matters. Identify and implement... tax planning opportunities. Handle and... tax...

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 20, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estates family Insurance Litigation Probate Profit Sharing Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estates family Insurance Litigation Probate Profit Sharing Taxation trusts Wills

Job Title: Trust & Estate Associate Job Responsibilities: The Trust &... Estate Associate will join the... Private Wealth, Estates & Trusts Practice Group at a law firm. The role involves drafting legal documents such as Last Wills and Testaments, revocable and irrevocable...

Posted On Sep 21, 26
Full-time Experience : 5-20 yrs required
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills

Job Title: Experienced Estate Planning and Elder Law... complex asset-protection and Medicaid planning strategies. - Advise clients on... estate, inheritance, and tax implications. -... Manage estate and trust administration matters. -... Prepare fiduciary accounts and estate and inheritance tax returns. -... Guide Medicaid spend-down...

Posted On Sep 23, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law General Practice - Transactional & Litigation Trusts and Estates - General
Job Tags:
asset management Asset Protection Conservatorship Elder Law Estate and Trust family fiduciary Financial Institutions Guardianship health insurance Litigation Medicaid partnerships Social Services Software trusts Wills
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law General Practice - Transactional & Litigation Trusts and Estates - General
Job Tags:
asset management Asset Protection Conservatorship Elder Law Estate and Trust family fiduciary Financial Institutions Guardianship health insurance Litigation Medicaid partnerships Social Services Software trusts Wills

clients with peace of mind regarding their estate and elder law needs.... The primary responsibilities include: - Drafting planning instruments such as Wills,... Trusts, Powers of Attorney, Health Care Directives, and beneficiary designations. Advising clients on tax and Medicaid implications ......

Posted On Jul 23, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates Insurance Litigation Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates Insurance Litigation Probate trusts

Title: Trusts & Estates Associate Attorney Job Responsibilities: - Independently handle estate planning and estate administration... files, which includes conducting client meetings and drafting necessary documents. - Guide clients through the probate and trust process. - Draft trust and estate documents that are tailored......

Posted On Jul 23, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Financial Institutions Government inheritance Litigation pleadings Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Financial Institutions Government inheritance Litigation pleadings Probate Software trusts Wills

their families throughout the estate planning or probate and... Key responsibilities include: - Drafting estate planning documents such as... Wills, Trusts, Powers of Attorney, partnership agreements, and related instruments. The paralegal is expected to tailor these provisions to meet each client’s...

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...

Estate Attorney

Recruiter • **Members Only** Metuchen, NJ

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Posted On Aug 17, 26
Full-time 14 views Experience : 1-12 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks an Estate Attorney in Metuchen to... will have experience in estate planning and administration, providing... review wills, trusts, and estate planning clients on... estate planning strategies and tax... clients in probate and estate administration proceedings....

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