Estate And Trust Jobs in Millburn

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Full-time 4 views Experience : Min 6 yrs required

Title: Litigation Senior Attorney - M&A Job Responsibilities: - Negotiate and draft property management and development agreements. - Negotiate complex LLC operating agreements or limited partnership agreements. - Conduct due diligence activities, including title and survey reviews, and review easements, REAs, CCRs, leases, and...

Posted On Sep 16, 26
Full-time 1 views Experience : Min 5 yrs required

Job Title: Senior Trust & Estates Administrator -... Corporate Job Responsibilities: The Senior Trust & Estate Administrator will... be a... include: - Preparing probate documents, court petitions, and related filings accurately and efficiently. - Preparing Federal and State Estate, Inheritance, I...

Posted On Sep 14, 26
Full-time 43 views Experience : Min 9 yrs required

Title: Wealth Strategist - Executive Director Job Responsibilities: - Deliver the firm's wealth planning resources to clients and prospective clients. - Assist clients in identifying, prioritizing, and achieving long-term goals. - Serve as an internal and client-facing advocate for the Wealth Strategy Engagement Model...

Posted On Sep 14, 26
Full-time 24 views

clients by earning their trust, thoroughly understanding their needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from the existing client base and new client acquisition. - Advise clients...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 10 yrs required

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,...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 7 yrs required

Title: Tax Manager (HNW-Financial Services) Job Responsibilities: - Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise. - Provide primary review of complex tax returns and maintain client contact. - Maintain and foster relationships with clients, staff, and outside third-party...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 7 yrs required

held entities. - Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns. - Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer... taxes. - Serve as a primary point of contact for...

Full-time 6 views 1 applications

Title: General Attorney Job Responsibilities: The General Attorney at the law firm will be tasked with providing comprehensive legal services across various practice areas. The primary responsibilities include: - Advising clients on their legal rights and obligations to ensure they are well-informed about...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required

complex tax matters, including income tax planning, estate and gift planning, charitable... giving, wealth transfer strategies, and other sophisticated planning opportunities. - Lead the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy, qu...

Posted On Aug 07, 26
Full-time 15 views Experience : Min 8 yrs required

Job Title: Senior Trust & Estates Paralegal Job Responsibilities: The... Senior Trust & Estates Paralegal at... managing and overseeing complex estate and trust administrations from... inception through... primary administrative lead on estate matters, working closely with... Principals and Associates, and exercising significant...

Posted On Aug 07, 26
Full-time 7 views Experience : 3-5 yrs required

Title: Private Client Litigation Paralegal Job Responsibilities: - Establish close rapport with clients, fiduciaries, beneficiaries, and family members to foster positive and cooperative working relationships in both contested and non-contested matters. - Assist attorneys with drafting litigation and non-litigation documents, including pleadings, certifications,...

Posted On Jul 30, 26
Full-time 2 views Experience : Min 3 yrs required

to notarize, witness, and sign documents, ensuring all legal deadlines are met. - Prepare federal and state estate and inheritance tax returns,... ensuring compliance with all regulations. - Compile estate and trust accountings with... accuracy and attention to detail. - Draft appropriate r...

Full-time 5 views Experience : Min 2 yrs required

responsible for drafting sophisticated estate planning documents tailored for... high-net-worth individuals. The candidate must demonstrate excellent written and verbal communication skills and possess the ability to handle multiple assignments simultaneously. The role involves working within a specialized practice group dedicated...

Full-time 1 views Experience : Min 2 yrs required

Job Title: Tax and Trust and Estates Associate Attorney Job... Responsibilities: The Tax and Trust and Estates Associate Attorney... will be part of the Tax and Trusts and Estates Practice Group. This group is comprehensive and includes a significant focus on elder...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required

Job Title: Trust Officer I (TO I),... identifying issues and coordinating trust administrative matters by partnering... Portfolio Oversight Group, Tax Services, Operations, and other stakeholders. - Collaborate with the Market Trust Director, Trust Officers, Senior... Trust Officers, and Trust Senior... Associat...

Posted On Aug 10, 26
Full-time 26 views Experience : 1-15 yrs required

law firm in Short Hills, New Jersey, is actively seeking an accomplished Trusts and Estates Attorney with an independently developed client portfolio. This opening presents a unique opportunity for a legal professional who thrives on advising high-net-worth individuals, family offices,...

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