Estate & Tax Planning Jobs in Ridgefield Park

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Full-time 95 views Experience : Min 3 yrs required

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......

Posted On Aug 14, 26
Full-time 1 views Experience : Min 5 yrs required

Job Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust... and Estate Administration Paralegal will be... managing all phases of estate and trust administration. Key... responsibilities include: - Handling probate processes, with a strong understanding of New Jersey and New York probate...

Posted On Aug 16, 26
Full-time 1 views Experience : 3-4 yrs required

Job Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust... and Estate Administration Paralegal is responsible... managing all aspects of estate and trust administration. This... the preparation of federal estate tax returns and fiduciary... overseeing the distribution of estate assets, and managin...

Posted On Sep 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 2 views Experience : Min 5 yrs required

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...

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

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...

Full-time 2 views Experience : Min 3 yrs required

Job Title: Part-Time Remote Estate Planning Attorney Job Responsibilities: - Review... estate planning documents, specifically revocable... living trusts, drafted by the paralegal team. - Sign off on completed plans after confirming their accuracy and alignment with client goals. - Provide custom language or revisions...

Full-time 5 views Experience : 8-8 yrs required

Private Client Services - Tax Senior Manager Job Responsibilities: As a... Senior Manager in Private Tax at the company, the... provide personal and private tax advice and compliance requirements... to business owners, business-owning families, and owners of private wealth. This involves advising...

Posted On Sep 22, 26
Full-time 5 views Experience : 5-5 yrs required

Private Client Services - Tax Manager Job Responsibilities: As a Manager... in the Private Tax sector within the company,... providing personal and private tax advice and compliance support... the delivery of tailored tax advice and compliance solutions... for complex family and business...

Posted On Sep 22, 26
Full-time 1 views Experience : Min 5 yrs required

Job Title: Tax Manager - Financial Services... - State & Local Tax, Income Tax Job Responsibilities: - Manage... multiple tax engagements and contribute to... the delivery of quality tax planning and compliance services... new approaches to provide tax services. - Build client relationships......

Posted On Sep 22, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Family Offices Advisory Services - Manager Job Responsibilities: - Support the legacy of family clients by protecting, improving, and growing their financial, social, and human capital. - Manage various responsibilities, including consulting and advising high-net-worth individuals. - Review family office governance, operations, and...

Posted On Sep 25, 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 25, 26
Full-time 1 views Experience : Min 3 yrs required

Job Title: Tax Senior, Global Employer Services... - Individual Tax Services, High Net Worth Job... Responsibilities: As a Tax Senior in the Individual... Tax Services – High Net... of tasks centered around tax compliance and planning for... state, and local individual tax returns and related workp......

Posted On Sep 14, 26
Full-time 1 views Experience : Min 15 yrs required

Director, Head of Financial Planning Tools & Strategy Job Responsibilities: -... strategic vision for financial planning tools, ensuring alignment with... organization. - Assess the current planning tools landscape to identify... gaps in adoption, functionality, and advisor experience, and develop a multi-year roadmap for...

Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job... Senior Consultant in the Tax Strategy and Transformation team,... will include: - Collaborating with Tax subject matter specialists, technologists,... key stakeholders to drive tax transformation projects across various... business threads, such as tax comp...

Posted On Aug 16, 26
Full-time 19 views Experience : 1-12 yrs required

demonstrate a strong understanding of estate planning, trust administration, and... wealth preservation strategies. This position offers the opportunity to work closely with high-net-worth clients and families in crafting personalized estate and tax plans while... growing within a collaborative and sophis...

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