Estate & Tax Planning Jobs in Valley Stream

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United States
Full-time 3 views Experience : Max 5 yrs required

potential clients on their estate and financial planning options -... clients take action - Design and review personalized estate plans to ensure alignment... with client goals - Guide clients through document signing appointments, making sure they understand their plans completely - Collaborate with attorney...

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Full-time 2 views Experience : Min 5 yrs required

Associate or Partner - Tax Practice Group Job Responsibilities: - Conduct... extensive tax research, focusing on complex... tax issues and innovative solutions. -... Engage in regular to optimize income, gift, estate, generation-skipping transfer (GST), and... state and local tax outcomes. - Compose formal and......

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Full-time 8 views Experience : Min 5 yrs required

in all phases of estate and trust administration - Participate... families, executives, and business owners on estate administration - Conduct legal research... and prepare memoranda on estate administration, fiduciary, and tax... issues - Manage Surrogate’s Court... calendar and attend Surrogate’s Court proceedings as...

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Posted On Jul 07, 26
Full-time 2 views Experience : 1-3 yrs required

labels for mailings - Calendaring Fair Hearing/Court Notices 2. Estate Planning: - Drafting Power... of Attorneys, Health Care Proxies, Trusts, Pour-over Wills, Certification of Trusts, and similar documents using software - Drafting Wills - Drafting Deeds and ordering ACRIS/transfer tax d...

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Posted On Aug 10, 26
Full-time 1 views Experience : Min 3 yrs required

Job Title: Senior Tax Accountant (Preparer) Job Responsibilities: The... Senior Tax Accountant (Preparer) plays a... crucial role within the tax team, focusing on the... preparation of various tax returns and assisting clients... with diverse tax-related matters. Key responsibilities include: -... federal and multi-state income tax returns. - Collaborating closely with... tax...

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Full-time 1 views Experience : Min 10 yrs required

Counsel Trust & Estates (Planning/Administration) Overview: A premier Long Island law... years’ experience in complex and sophisticated estate planning, transfer tax issues,... and... estate administration. A portable book... of business is preferred. This opportunity allows the candidate to become part of a...

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Full-time Experience : Min 5 yrs required

and families on customized estate planning and wealth transfer... including probate proceedings and planning of complex estates. - Draft,... review, and oversee estate planning documents such as... wills,... trusts, powers of attorney, advance directives, and related planning tools. - Handle all as......

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Full-time 1 views

& Estates Attorney Job Responsibilities: - Estate Planning: The candidate will... effective management of clients' estate planning needs. - Estate and... handling matters related to estate and gift taxes, ensuring... compliance with relevant laws and regulations. - Drafting Trusts: The attorney will draft various...

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Full-time 14 views

with an emphasis on estate planning. - Contribute to... skills. Education and Experience Information: - Ideal candidates should have significant work experience in estate planning. - An .... in Estate Planning will be considered... in lieu of work experience. Sala...

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Posted On Sep 22, 26
Full-time 30 views Experience : Min 8 yrs required

Title: Tax Senior Manager, Private Client... Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New... York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a...

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Full-time 50 views Experience : Min 10 yrs required

& Estates Attorney - Estate Administration Experience: Minimum 10... Department: Trust and Estate Group Salary: Competitive with... & Estates Attorney for Estate Administration Role H1:... Our Renowned Trust and Estate Group for High-Level Estate... Administration Work H2: Experienced......

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Full-time 64 views Experience : 1-2 yrs required

Estates Jr. Associate – Estate Planning or Estate Administration... entities and knowledge of estate administration Law Firm... nationally renowned Trust and Estate group is seeking a... to join our team. We provide high level and complex tax, estate pl...

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Full-time 52 views Experience : Min 5 yrs required

& Estates Associate – Estate Planning or Estate Administration... within the Trust and Estate group, which is nationally... high-level and complex tax, estate planning, and asset preservation... and private companies, real estate developers and investors, successful... entrepreneurs and business own...

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Full-time 63 views Experience : 3-5 yrs required

Job Title: Mid-Level Tax Associate Job Responsibilities: - Engage in... domestic and international tax planning for high net... worth individuals and closely held businesses. - Handle investment real estate matters, including sales, exchanges,... lease with IRC Section 1031 tax-free exchanges, ensuring compliance and......

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Posted On Sep 23, 26
Full-time 45 views Experience : 2-5 yrs required

Job Title: Estate Administration Paralegal Job Responsibilities: The primary... responsibilities of the Estate Administration Paralegal include managing... various aspects of trust and estate administration. This involves direct... communication with clients, their family members, valuation of a decedent’s estate assets as of the......

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Posted On Aug 14, 26
Full-time 6 views Experience : 3-20 yrs required

The position focuses on estate administration, including Surrogate's Court... proceedings and estate tax matters. The ideal... five years of experience managing estate and trust administration, supporting... fiduciaries and beneficiaries throughout the process. Estate planning experience is preferred... but not ...

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