Estate Tax Jobs in Rochester

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United States
Full-time 9 views Experience : 4-6 yrs required

The primary focus areas include succession planning, tax planning, estate planning, estate and trust... administration, and litigation. The attorney will be expected to draft legal documents such as wills, trust agreements, and powers of attorney. Additionally, the role involves handlin...

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Full-time 5 views Experience : Min 5 yrs required

and asset protection strategies. - Draft and review estate planning documents including Wills,... Powers of Attorney, Health Care Proxies, and various Trust Agreements. - Prepare Medicaid gift and note plans, asset summaries, and flowcharts. - Assist with Medicaid applications and coordinate with...

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Full-time 2 views Experience : Max 5 yrs required

will engage in various duties as part of the Financial Empowerment Project. The primary responsibilities include: - Providing direct legal services to clients focusing on estate planning and asset preservation.... This entails resolving fines and fees, title clearing, and addressing...

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Full-time 3 views Experience : 8-15 yrs required

Title: VP - Senior Counsel Job Responsibilities: The VP - Senior Counsel acts as the principal legal advisor for the day-to-day operations of the company's asset management and property management lines of business. This role involves designing enterprise-wide risk frameworks, navigating affordable...

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Full-time 46 views Experience : Min 5 yrs required

The ideal candidate will have at least five years of experience in trusts and estates practice, with a strong work ethic and excellent communication, analytical, and quantitative skills. A license to practice in Florida, an LLM in tax, and exper...

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Full-time 7 views Experience : 6-10 yrs required

firm. The role involves collaborating with experienced practitioners in a multidisciplinary practice on various matters throughout the Northeast. Key responsibilities include: - Engaging in project development activities - Handling commercial or financial transactions - Managing real estate transactions - Prov...

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Full-time 19 views Experience : 1-4 yrs required

of attorney, and other estate planning documents. - Advising clients... on estate planning strategies and tax... including probate proceedings. - Representing clients in trust and estate litigation matters. - Conducting legal... research and staying current with changes in trust and estate law. -...

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Full-time 34 views Experience : Min 5 yrs required

Rochester. This is an excellent opportunity for a talented attorney to support a growing trusts and estates practice, representing high-net-worth clients and providing advice on tax, asset protection, and business... succession planning strategies. The ideal candidate will have a mi...

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Posted On Sep 02, 26
Full-time 5 views Experience : Min 2 yrs required

Trust & Estate Paralegal Job Title: Trust & Estate... Paralegal Job Responsibilities: - Assisting with... all phases of estate and trust administration. - Preparing... with courts to initiate estate proceedings and judicial settlement... and trusts. - Monitoring the estate and trust accounts, including... monthly expenses for an estate or trust. - Preparing federal......

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Posted On Sep 09, 26
Full-time 3 views Experience : Min 3 yrs required

in the area of trust and estate administration. The main responsibilities... include: - Preparing probate and administration petitions, which are essential documents needed to initiate the probate process. - Drafting estate and trust accountings, receipts,... and releases to ensure accurate financial documen...

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Posted On Aug 15, 26
Full-time 1 views Experience : 1-4 yrs required

managing all aspects of estate and trust administration processes.... the department’s attorneys. Key duties involve: - Securing documents related to the client’s estate. - Assisting in valuing the... assets in the estate. - Preparing documents and assisting... with creating and transferring assets...

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Posted On Aug 09, 26
Full-time 2 views Experience : Min 25 yrs required

Job Title: Real Estate Paralegal Job Responsibilities: - Assist attorneys... all aspects of real estate transactions, which includes the... preparation of contracts of sale, closing documents, and related transaction materials. - Review and analyze title reports and surveys, assisting with title clearance issues. -...

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Posted On Aug 09, 26
Full-time 5 views Experience : 2-5 yrs required

Job Title: Real Estate Paralegal Job Responsibilities: - Assist attorneys... all aspects of real estate transactions, including the preparation... of contracts of sale, closing documents, and related transaction materials. - Review and analyze title reports and surveys, and assist with title clearance issues. -...

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Posted On Jul 16, 26
Full-time Experience : Min 4 yrs required

Services Tax - Real Estate Manager The candidate will... helping organizations manage their tax obligations while navigating the... complexities of the global tax environment. Help the Financial... navigate the frequently changing tax landscape, providing insights and... on local and international tax affairs, focusing on strategic......

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Posted On Aug 12, 26
Full-time Experience : Min 8 yrs required

Services Tax - Real Estate Director Duties: The candidate... the intricate landscape of tax obligations, both locally and... internationally. Within the Tax practice, will be providing... while advising on the tax implications of deals and... on local and international tax affairs...

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Posted On Jul 27, 26
Full-time 47 views Experience : 2-10 yrs required

Group. The ideal candidate will have experience working with high-net-worth individuals, trusts, partnerships, limited liability companies, and corporations, focusing on estate, income, and gift tax... planning matters. The candidate should also have familiarity with trust and estate administration. This posit...

Posted On Jul 27, 26
Full-time 18 views Experience : 2-8 yrs required

focused on serving high-net-worth clients, providing advice on estate planning, tax planning, asset... protection, and business succession strategies. The role involves drafting legal documents, quantifying tax impacts, and managing estate and trust clients... on estate planning and tax st......

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