Estate Planning Jobs in Staten Island

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United States
Full-time 3 views Experience : 1-3 yrs required

Title Legal Associate Job Responsibilities - Assist the organization's in-house team with drafting contracts and agreements related to mortgage payoffs for program recipients. - Direct outside counsel throughout the onboarding process of program recipients and transfer of residential properties into irrevocable...

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Full-time 1 views Experience : Min 4 yrs required

Supervising Attorney - Housing Job Responsibilities: The Supervising Attorney for the Housing Unit at Staten Island Legal Services (SILS) plays a crucial role in addressing the legal needs of Staten Island’s diverse low-income populations. The primary responsibilities include supervising advocates in obtaining...

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Full-time Experience : Min 1 yrs required

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

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Posted On Sep 03, 26
Full-time 3 views Experience : 1-8 yrs required

and computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions. - Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters... for individuals and families with global holdings and activitie...

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Posted On Aug 19, 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, specifically focusing......

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Posted On Aug 19, 26
Full-time 4 views Experience : Min 7 yrs required

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...

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Posted On Aug 19, 26
Full-time 2 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...

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Full-time 1 views Experience : Min 10 yrs required

Advise clients on complex estate planning strategies, including the... - Handle trust and estate administration matters. - Counsel... clients on business succession planning and family wealth transfer... on charitable and philanthropic planning. - Structure and implement... family partnerships, family limited...

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Full-time 4 views Experience : 2-5 yrs required

matters across New Jersey. - Prepare and present applications before municipal planning boards, zoning boards of... adjustment, and other governmental bodies. - Draft and negotiate redevelopment agreements, financial agreements (such as PILOTs), easements, and related development documents. - Conduct l...

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Full-time 9 views Experience : Min 7 yrs required

Liability Associate Attorney Job Title Professional Liability Associate Attorney Job Responsibilities The Professional Liability Associate Attorney will be responsible for defending professional liability claims. The scope of work involves representing a diverse clientele, including but not limited to: - Directors &...

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Full-time 2 views Experience : Min 4 yrs required

Title: Attorney – Director of Tenants’ Right to Counsel Department: Housing, Economic Development, and Commerce Division: Tenants’ Right To Counsel Exempt/Non-Exempt: Exempt Union/Management: Management Full-Time/Part-Time/Seasonal: Full-Time Workweek: M-F, 9:00 AM-5:00 PM (40 hours) Job Responsibilities: - Implement a program to provide free access to Legal Services for residents...

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 15 yrs required

Director, Head of Financial Planning Tools & Strategy Job Responsibilities: -... strategic vision for financial planning tools, ensuring alignment with... organization. - Assess the current planning tools landscape to identify... gaps in adoption, functionality, and advisor experience, and develop a multi-year roadmap for...

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

partnership, closely held corporation, estate, and gift engagements. Prepare... lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the... implications of important transactions. Take on a broader leadership footprint by training, mentor...

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Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job Responsibilities: As a Senior Consultant in the Tax Strategy and Transformation team, you will play a crucial role in supporting transformation projects within Operations/Finance. Your responsibilities will include: - Collaborating with Tax subject...

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Posted On Sep 07, 26
Full-time Experience : 3-4 yrs required

Title: Senior Consultant, Tax Strategy - Tax Transformation Job Responsibilities: As a Tax Strategy and Transformation Senior Consultant, the primary responsibilities include collaborating with Tax subject matter specialists, technologists, and key stakeholders. The role spans various tax transformation projects that include...

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Posted On Jul 16, 26
Full-time 1 views Experience : 2-13 yrs required

use and zoning matters, with a focus on redevelopment processes and real estate development. The role involves... representing a diverse clientele, including developers and property owners, in various land use and redevelopment projects across New and defend land use...

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