Estate Planning Jobs in Rochester

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United States
Full-time Experience : Max 3 yrs required

Law: Handling cases related to divorce, custody, parenting time, support, motions, negotiations, mediation, and courtroom advocacy. - Estate Planning: Preparing wills, trusts,... powers of attorney, and managing trust funding. - Probate & Trust Administration: Managing decedent estates, probate proceedings, and trust adm...

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Full-time 3 views Experience : Min 1 yrs required

Associate Counsel - Real Estate & Construction Job Responsibilities: - Coordinate... and renovation projects from planning through completion. - Serve as... a legal and operational liaison between internal stakeholders, contractors, architects, engineers, consultants, and vendors. - Collaborate with internal senior leadership for identifying key...

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Posted On Aug 26, 26
Full-time 17 views Experience : 7-10 yrs required

Senior Manager - Real Estate Tax Credits Job Responsibilities: - Lead... and manage the closing process for Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC) transactions, ensuring accuracy and strategic alignment in financial models. - Supervise and mentor junior staff to...

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Full-time Experience : 7-10 yrs required

Partner Job Responsibilities: - Developing comprehensive estate plans tailored to clients'... the tax implications of estate planning and the ability... to minimize tax liabilities for clients through strategies like gift and estate tax planning. - Handling the... probate process, including court proceedings, asset...

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Full-time 45 views Experience : Min 3 yrs required

Job Title: Estate Planning and Business Transactional... Provide legal services in estate planning, business transactions, and... real estate transactions. - Service the law... firm's existing clients with high-quality legal advice and representation. - Develop and grow a personal client base while leveraging...

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Posted On Jun 11, 26
Full-time 149 views Experience : Min 3 yrs required

Estate Planning And Business Transactional... The candidate should have 3+ years of private practice experience in estate planning for taxable and... non-taxable estates as well as business and real estate transactions. . in taxation... or a CPA license is preferred....

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Posted On Sep 11, 26
Full-time 1 views Experience : 3-5 yrs required

Number: ADMIN001674 Job Responsibilities: Estate Planning and Tax: - Assist... organizing, assembling, and filing estate planning, trust, probate, and... tax-related... legal documents. - Prepare, assemble, copy, scan, bind, and distribute client tax returns, IRS filings, and other tax-related documents throughout...

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Full-time 2 views Experience : Min 10 yrs required

Attorney/Partner Job Responsibilities: - Developing comprehensive estate plans tailored to clients'... the tax implications of estate planning and minimizing tax... liabilities through strategies such as gift and estate tax planning. - Handling the... probate process, including court proceedings, asset valuation, debt settlement, and...

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Full-time 1 views Experience : 7-10 yrs required

Partner Job Responsibilities: - Developing comprehensive estate plans tailored to clients'... the tax implications of estate planning and minimizing tax... liabilities through strategies such as gift and estate tax planning. - Handling the... probate process, including court proceedings, asset valuation, debt settlement, and...

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Posted On Jun 16, 26
Full-time 11 views Experience : 5-7 yrs required

Legal Assistant – Floater Job Responsibilities: - Provide comprehensive legal administrative support to attorneys across multiple practice areas, ensuring the smooth operation of legal processes and activities. - Manage document preparation, both electronic and paper filing, scheduling, and billing, maintaining organized and up-to-date...

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Posted On Sep 11, 26
Full-time Experience : 1-2 yrs required

legal tech landscape, evaluating tools, and making informed recommendations on adoption, piloting, or deprioritization. - Assess AI and technology solutions through a transactional lens, focusing on M&A and real estate workflows, including due diligence,... contract analysis, deal management, and closing proces...

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Posted On Aug 26, 26
Full-time 22 views Experience : 7-10 yrs required

Senior Manager - Real Estate Tax Credits Job Responsibilities: - Lead... and manage the closing process for Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC) transactions. - Review financial models to ensure accuracy and strategic alignment with the company’s goals. - Supervise...

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Full-time 2 views Experience : Min 8 yrs required

Title: Senior Counsel - Trusts and Estates Job Responsibilities: - Perform significant and complex legal work while regularly interacting with management. - Oversee legal research, analysis, consultation, and documentation within a framework of legal compliance and risk management. -...

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Posted On Sep 07, 26
Full-time 35 views Experience : Min 6 yrs required

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

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Posted On Aug 12, 26
Full-time 1 views Experience : 3-16 yrs required

Sterling Heights, MI. The successful candidate will collaborate with a team of attorneys and paralegals to provide comprehensive estate planning and trust administration... comprehensive estate plans tailored to clients'... needs and clients on tax implications and strategies t...

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