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Estate Planning Jobs in Millburn

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United States
Posted On Sep 10, 26
Full-time 5 views Experience : Min 2 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity Taxation
Job Tags:
company policies criminal Energy family Insurance private equity Taxation

funds, private equity, real estate) with state and local... issues including compliance, advising, planning, and controversies - Engage... with multi-state companies on state and local tax controversies, including preparing clients for discussions with auditors, representing clients at hearings and appeal...

Posted On Sep 10, 26
Full-time 3 views Experience : Min 2 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity Taxation
Job Tags:
company policies criminal Energy family Insurance private equity Taxation

funds, private equity, and real estate, addressing state and local... tax issues such as compliance, advising, planning, and controversies. - Engage with... multi-state companies facing state and local tax controversies, which involves preparing clients for auditor discussions, representing them at hearin...

Posted On Sep 10, 26
Full-time 5 views Experience : Min 2 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity Taxation
Job Tags:
company policies criminal Energy family Insurance private equity Taxation

private equity, and real estate, addressing state and local... such as compliance, advising, planning, and controversies. - Engage... with multi-state companies on state and local tax controversies, which includes preparing clients for discussions with auditors, representing the client at hearings...

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...

Posted On Sep 14, 26
Full-time 24 views
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. -...

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 focusing......

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

to provide innovative tax planning, consulting, and compliance expertise. -... maintain client contact. - Maintain and foster relationships with clients, staff, and outside third-party client vendors. - Engage in tax planning, preparation, and research for... high-net-worth individuals and related business entities, including partn...

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

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...

Posted On Aug 11, 26
Full-time 6 views 1 applications
Practice Area:
Bankruptcy-General Corporate - General Real Estate - General Estate & Tax Planning
Job Tags:
Administrative Law Aviation Law Bankruptcy Business Law Case Law civil litigation Civil Rights contracts debtor Estate Planning Government Immigration Litigation Mediation pleadings trusts Wills
Practice Area:
Bankruptcy-General Corporate - General Real Estate - General Estate & Tax Planning
Job Tags:
Administrative Law Aviation Law Bankruptcy Business Law Case Law civil litigation Civil Rights contracts debtor Estate Planning Government Immigration Litigation Mediation pleadings trusts Wills

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 Aug 25, 26
Full-time Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Case Law criminal divorce Estate Planning estates family Family Law Labor and Employment LLC Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Case Law criminal divorce Estate Planning estates family Family Law Labor and Employment LLC Probate trusts Wills

includes drafting legal documents such as wills, trusts, powers of attorney, and healthcare directives. The attorney will advise clients on estate planning strategies, ensuring that... these strategies align with the clients' goals and applicable laws. Daily responsibilities involve meeting wit...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

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 Jul 22, 26
Full-time 5 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts Women

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...

Posted On Aug 07, 26
Full-time 15 views Experience : Min 8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary Financial Institutions gift tax Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary Financial Institutions gift tax Probate Software trusts Wills

managing and overseeing complex estate and trust administrations from... closing. This leadership role involves serving as the primary administrative lead on estate matters, working closely with... Principals and Associates, and exercising significant autonomy in day-to-day case management and client communication...

Posted On Aug 17, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Tax - Private Client Services Elder Law Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
estates trusts
Practice Area:
Tax - Private Client Services Elder Law Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
estates trusts

includes a significant focus on elder and special needs law practice. The attorney will be expected to handle a variety of responsibilities, including but not limited to: - Engaging in all aspects of elder, special needs, and long-term care planning - Colla...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General Probate
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Trusts and Estates - General Probate
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

Title: Trust Officer I (TO I), Private Bank Job Responsibilities: - Engage in fiduciary oversight activities, proactively identifying issues and coordinating trust administrative matters by partnering with internal groups including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight Group, Tax...

Posted On Aug 09, 26
Full-time 7 views Experience : 2-10 yrs required
Practice Area:
Real Estate - Tax Tax - State & Local
Practice Area:
Real Estate - Tax Tax - State & Local

OverviewA law firm seeks a State and Local Tax Associate in Short Hills, NJ. This role offers the opportunity to work on complex tax matters across various industries and jurisdictions, collaborating with a cross-office clients on corporate income and...

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