Estate & Tax Planning Jobs in Raritan

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United States
Full-time 1 views Experience : 1-5 yrs required

Job Title: Trust and Estate Associate Job Responsibilities: - Form non-profit... file related applications for tax-exempt status. - Handle all aspects... in connection with clients’ estate plans, and prepare related... documents and various other transactional documents. - Prepare Federal Gift Tax Returns. - Provide ampl...

Full-time 1 views

supporting clients with their estate planning needs and managing... estate and trust administration clients.... design and implement comprehensive estate plans, which include wills,... powers of attorney, and advance medical directives. - Advising clients on estate planning strategies tailored to... thei...

Full-time Experience : Min 3 yrs required

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

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...

Full-time 1 views Experience : 3-5 yrs required

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...

Full-time 1 views Experience : Min 3 yrs required

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 Aug 17, 26
Full-time Experience : Max 3 yrs required

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 Aug 17, 26
Full-time 1 views

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 Aug 17, 26
Full-time Experience : Min 8 yrs required

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 Aug 18, 26
Full-time 1 views Experience : Min 5 yrs required

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...

Full-time 14 views Experience : 6-10 yrs required

Associate Job Responsibilities: - Engage in estate planning, administration, and trust... practice, providing sound counsel analysis, and drafting of estate and tax plans. - Administer... estates. - Prepare and review tax returns. - Engage in fiduciary... litigation. - Participate in charitable planning. - Plan for family-owned and......

Posted On Aug 18, 26
Full-time 1 views Experience : Min 5 yrs required

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 Jul 15, 26
Full-time Experience : 3-10 yrs required

Title: Paralegal (Part-Time, Hybrid) Job Responsibilities: 1. Practice Area Support: - Track matter status, next steps, deadlines, and open items across assigned files. - Maintain organized digital matter files, including correspondence, client documents, forms, filings, records, invoices, and internal notes. - Use...

Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required

Tax Manager - Private Wealth... lead high-quality reviews of tax research, workpapers, and tax... returns across individual, fiduciary,... partnership, closely held corporation, estate, and gift engagements. Prepare... projects, helping clients identify tax planning opportunities and understand... the implications of important...

Posted On Sep 03, 26
Full-time 3 views Experience : 1-8 yrs required

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...

Full-time 1 views Experience : Min 2 yrs required

Job Title: Real Estate Land Use and Zoning... Attorney Job Responsibilities: - Advise clients on zoning, planning, and land use matters,... ensuring compliance with special permits, variances, and tax abatements to facilitate client... to support clients' real estate objectives. Education and Experience Information: -......

Posted On Jul 30, 26
Full-time 6 views Experience : 1-8 yrs required

firm seeks an experienced Estate Planning and Elder Law... of mind regarding their estate and elder law needs,... engaging in meaningful career advancement planning instruments such as Wills,... Trusts, and Powers of estate and trust administration, including... fiduciary...

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