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Estate Planning Jobs in Rye

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United States
Posted On Aug 19, 26
Full-time 14 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

with overseeing the tax planning and compliance functions for... ultra-high net worth individuals and their families, with a particular focus on clients in the financial services sector, such as those involved with hedge funds, private equity, and other investment-related fields....

Posted On Aug 19, 26
Full-time 2 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

engagements for high-net-worth individuals, family offices, and closely 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. - S...

Posted On Jun 22, 26
Full-time 15 views Experience : Min 5 yrs required
Practice Area:
Tax - International Tax - Private Client Services Tax - M&A and Transactions Real Estate - Tax Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family grantor trust Immigration private client restructuring trusts
Practice Area:
Tax - International Tax - Private Client Services Tax - M&A and Transactions Real Estate - Tax Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family grantor trust Immigration private client restructuring trusts

Client International Tax & Estate Planning Associate Job Responsibilities: The Private... Client International Tax & Estate Planning Associate is responsible... matters and developing cross-border planning strategies that address complex... role involves creating sophisticated estate planning and tax-efficient restructuring... solutions... for high-net-worth international...

Posted On Aug 22, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

Client International Tax and Estate Planning Associate / Senior... Client International Tax and Estate Planning Associate / Senior... tax matters and cross-border planning strategies that address complex... legal considerations. The successful candidate will develop sophisticated estate planning and tax-efficient res......

Posted On Jul 01, 26
Full-time 8 views Experience : 3-7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates private client trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates private client trusts

law firm. The primary responsibilities include: - Engaging in domestic and international estate planning with a focus... on sophisticated drafting - Handling estate and trust administration - Ensuring... estate and tax compliance - Directly... engaging with a high-net-worth clientele, offering personalized and professional le...

Posted On Sep 01, 26
Full-time 3 views Experience : Min 10 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
Asset Protection Estate Planning estates fiduciary Insurance Taxation trusts wealth transfer Wills
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
Asset Protection Estate Planning estates fiduciary Insurance Taxation trusts wealth transfer Wills

Advise clients on sophisticated estate planning strategies, including trusts,... wills, business succession planning, asset protection, and wealth... planning. Handle complex trust and estate administration matters. - Counsel... regarding federal and state estate, gift, income, and fiduciary... on tax, trust, and estate planning aspec...

Posted On Sep 07, 26
Full-time 39 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 company's wealth planning resources to clients and... for the use of the Wealth Strategy Engagement Model and all available Advice capabilities within the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep... client discovery and u...

Posted On Aug 31, 26
Full-time 14 views Experience : 6-6 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Title: Senior Tax Manager - Private Client Services (Hybrid) Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These clients...

Posted On Sep 07, 26
Full-time 12 views Experience : Min 3 yrs required
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 - Associate 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...

Posted On Sep 07, 26
Full-time 5 views Experience : Min 6 yrs required
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 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...

Posted On Sep 07, 26
Full-time 3 views Experience : Min 3 yrs required
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 - Senior Associate 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. - Generate business results...

Posted On Sep 07, 26
Full-time 1 views Experience : Min 6 yrs required
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 Banker - 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 new assets, both...

Posted On Sep 08, 26
Full-time 9 views Experience : Min 5 yrs required
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - Residential Transactions Real Estate - Purchase and Sale (Residential) Litigation - Real Estate - Defense
Job Tags:
construction deeds of trust easements eminent domain Employee Health Insurance lending mortgages ordinances Real Property Law title Women
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - Residential Transactions Real Estate - Purchase and Sale (Residential) Litigation - Real Estate - Defense
Job Tags:
construction deeds of trust easements eminent domain Employee Health Insurance lending mortgages ordinances Real Property Law title Women

Job Title Senior Real Estate Services Title Agent Job Responsibilities... wide range of real estate documents, including deeds, mortgages,... easements, liens, and surveys, to identify any encumbrances or defects. - Proactively identify and resolve complex title issues, such as breaks in...

Posted On Jun 17, 26
Full-time 17 views Experience : Max 2 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning estates Medicaid Probate trusts Wills
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning estates Medicaid Probate trusts Wills

with the preparation of estate planning documents, including wills,... directives. - Participate in Medicaid planning and Medicaid application matters. -... Conduct legal research and draft memoranda, correspondence, and court filings. - Attend client meetings and participate in consultations. - Communicate with clients, financial advisors,...

Posted On Jul 14, 26
Full-time 6 views Experience : Min 4 yrs required
Practice Area:
Litigation - General (consumer) Litigation - Labor & Employment Litigation - Appellate Litigation - Commercial General Practice - Transactional & Litigation Municipal Law - Litigation - Defense Litigation - Trusts & Estates - Defense Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Education - Districts, School Boards, Teachers Education - Special Needs Estate & Tax Planning Probate Employment Law - General Education - General Trusts and Estates - General
Job Tags:
appeals Collective Bargaining contracts Education Law Employment Law Estate Planning estates general litigation Insurance Labor and Employment Labor Law Labor Relations Land Use Litigation municipal law school districts trusts zoning
Practice Area:
Litigation - General (consumer) Litigation - Labor & Employment Litigation - Appellate Litigation - Commercial General Practice - Transactional & Litigation Municipal Law - Litigation - Defense Litigation - Trusts & Estates - Defense Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Education - Districts, School Boards, Teachers Education - Special Needs Estate & Tax Planning Probate Employment Law - General Education - General Trusts and Estates - General
Job Tags:
appeals Collective Bargaining contracts Education Law Employment Law Estate Planning estates general litigation Insurance Labor and Employment Labor Law Labor Relations Land Use Litigation municipal law school districts trusts zoning

Title: Associate Attorneys (Multiple Positions) Job Responsibilities: - General Litigation Associate: Responsible for all aspects of litigation from discovery through appeals. - Labor & Employment Law Associate: Involves working on arbitrations, collective bargaining negotiations, advising on labor and employment-related statutes, and handling related...

Posted On Jul 13, 26
Full-time 7 views Experience : 3-20 yrs required
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General

Client International Tax and Estate Planning Associate / Senior... years of experience in international tax and estate planning, with a focus... on advising high-net-worth international families and their businesses on complex cross-border on international tax matters and cross-border pl...

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