Estates Jobs in Summit

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Posted On Sep 07, 26
Full-time 43 views Experience : Min 9 yrs required

Title: Wealth Strategist - Executive Director Job Responsibilities: - Deliver the firm's wealth planning resources to clients and prospective clients. - Assist clients in identifying, prioritizing, and achieving long-term goals. - Serve as an internal and client-facing advocate for the Wealth Strategy Engagement Model...

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Posted On Sep 07, 26
Full-time 24 views

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. -...

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Full-time 4 views Experience : Min 6 yrs required

Title: Litigation Senior Attorney - M&A Job Responsibilities: - Negotiate and draft property management and development agreements. - Negotiate complex LLC operating agreements or limited partnership agreements. - Conduct due diligence activities, including title and survey reviews, and review easements, REAs, CCRs, leases, and...

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Full-time 43 views

Job Title: Trusts and Estates Attorney – NJ Bar... related to trusts and estates. - Draft, review, and manage... legal documents pertaining to estate planning, including wills, trusts, and powers of attorney. - Advise clients on estate tax, gift tax, and other...

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Posted On Jun 01, 26
Full-time 13 views Experience : 2-5 yrs required

Job Title: Trusts and Estates Paralegal Job Responsibilities: - Assist attorneys... with the preparation and organization of estate planning documents, including wills, trusts, and powers of attorney. - Conduct legal research related to trusts and estates matters. - Maintain accurate and... up-to-date records for...

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

Title: Senior Trust & Estates Administrator - Corporate Job Responsibilities:... member of the Trusts, Estates & Wealth Preservation group,... collaborating closely with attorneys and professionals to deliver outstanding service to clients. Key responsibilities include: - Preparing probate documents, court petitions, and...

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Posted On Sep 10, 26
Full-time 11 views Experience : 5-8 yrs required

Title: Manager/Senior Manager, Real Estate Tax Services Job Responsibilities: - Manage a portfolio of clients of varying size and scope; act as the point of contact for internal and external clients; build and manage client relationships - Oversee teams of tax...

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Posted On Jun 23, 26
Full-time 3 views Experience : 1-3 yrs required

Title: Paralegal - Private Lending Group Job Responsibilities: - Coordinate and manage regional real estate loan files from inception to final closing, ensuring all critical milestones, compliance rules, and stringent deadlines are met. - Draft high-quality commercial loan documents, closing disclosures, settlement statements,...

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Posted On Sep 10, 26
Full-time 5 views Experience : Min 2 yrs required

Title: Senior Associate, NYFS SALT AM Job Responsibilities: - Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies - Engage with multi-state...

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Posted On Sep 10, 26
Full-time 3 views Experience : Min 2 yrs required

Title: Senior Associate, State & Local Tax - Financial Services Job Responsibilities: - Participate in multi-state alternative investment firms including hedge funds, fund to funds, private equity, and real estate, addressing state and local tax issues such as compliance, advising, planning, and...

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Posted On Sep 10, 26
Full-time 5 views Experience : Min 2 yrs required

Title: Senior Associate, NYFS SALT AM Job Responsibilities: - Participate in multi-state alternative investment firms, including hedge funds, fund to funds, private equity, and real estate, addressing state and local tax issues such as compliance, advising, planning, and controversies. -...

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Full-time 261 views Experience : 4-7 yrs required 1 applications

Associate – Real Estate and Renewable Energy Project Development The candidate will represent project developers and project sponsors in the drafting/negotiation of renewable energy leases, easements, and other real property agreements; infrastructure and private equity funds in M&A transactions involving...

Posted On Jul 29, 26
Full-time 675 views Experience : 3-20 yrs required 3 applications

York City office of our client seeks senior attorney with 5+ years of experience. The candidate should have an LL.M. degree from well-known and accredited law school. Must preferably have experience in handling difficult cases. Practice experience in financial, criminal,...

Posted On Jul 29, 26
Full-time 26 views Experience : 1-15 yrs required

an accomplished Trusts and Estates Attorney with an independently... developed client portfolio. This opening presents a unique opportunity for a legal professional who thrives on advising high-net-worth individuals, family offices, and fiduciaries while enjoying autonomy within a collaborative legal ...

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