Fiduciary Jobs in Edgewater

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United States
Posted On Sep 08, 26
Full-time 29 views Experience : Min 3 yrs required

is responsible for applying fiduciary accounting principles to manage... Key responsibilities include: - Preparing and filing Federal and state estate tax and gift tax returns. - Preparing and filing Federal and state fiduciary income tax returns. - Preparing... estate and trust accountings. - Prepar...

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Full-time 9 views Experience : Min 5 yrs required

Job Title: Fiduciary Litigation Associate (5+ years);... Private Client Practice Job Responsibilities: The Fiduciary Litigation Associate will be... responsibilities include: - Assisting with fiduciary litigation cases. - Creating, drafting,... and implementing sophisticated wealth transfer plans for high-net-worth individuals. - Collaborating and assisting with all aspects...

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Posted On Jul 22, 26
Full-time Experience : Min 5 yrs required

to support the entire lifecycle of fiduciary matters. - Manage public administrator... and court-appointed fiduciary matters, including intake, asset... marshaling, institutional correspondence, and case administration for estates and protected persons. - Handle guardianships and conservatorships by preparing petitions, inventories, conservator financial plans,...

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Posted On Sep 09, 26
Full-time 1 views Experience : 2-3 yrs required

Title: Probate & Real Estate Paralegal Job Responsibilities: - Assist attorneys with probate and trust administration involving real estate. - Coordinate the sale and transfer of estate and trust properties, including collaboration with realtors and title companies through closing. - Verify property ownership and...

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Full-time 60 views Experience : Min 5 yrs required

Attorney The candidate must have a experience in the area of Private Client Services....

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Full-time 56 views Experience : Min 3 yrs required

Day shift Work Location One location Work Remotely No Trust and Estates Attorney - Denver: A reputable law firm in Denver is seeking a Trust and Estates Attorney to join their team. This is a great opportunity for experienced...

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Posted On Sep 30, 26
Full-time 32 views Experience : Min 2 yrs required

Title: Paralegal Estate Administration Job Responsibilities: - Play a critical role as a paralegal specializing in estate administration and probate litigation. - Work closely with the legal team to provide support in probate, estate planning, accounting, and litigation tasks. -...

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Full-time 10 views Experience : Min 5 yrs required

Title: Private Client Services Mid-Level Associate Job Responsibilities: - The associate will join the Private Client Services group and is expected to handle tasks related to estate planning, probate, and trust and estate administration. - The role includes preparing estate and gift tax...

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Full-time 11 views

Title: Estate Planning & Wealth Transfer Partner Job Responsibilities: The Estate Planning & Wealth Transfer Partner will be responsible for advising closely held businesses and high-net-worth individuals and families on complex estate planning, wealth transfer, business succession planning, philanthropy, and related income...

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Full-time 4 views Experience : Min 8 yrs required

Title: Private Wealth Senior Counsel Job Responsibilities: - Design and implement sophisticated estate plans. - Assist individual and business clients with wealth management, asset protection, and gift and estate tax issues. - Work primarily with attorneys in the Financial Services & Capital Markets business...

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Full-time 11 views Experience : 4-8 yrs required

Title: Private Wealth Associate Job Responsibilities: - Engage in sophisticated estate planning and drafting. - Handle trust and estate administration. - Manage estate and gift tax matters. - Conduct charitable planning. - Collaborate with attorneys across various offices within the Financial Services & Capital Markets strategic...

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Posted On Jul 15, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Associate Estate Planner - Hybrid Job Responsibilities: - Prepare estate reviews for clients, including document review, summary preparation, and presentation in meetings with advisors and financial planners. - Provide advisory services on estate tax planning, wealth and business succession planning, charitable planning,...

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Posted On Sep 22, 26
Full-time 3 views Experience : 3-20 yrs required

years of experience in fiduciary litigation and estate planning... The role involves assisting with fiduciary litigation cases, creating and... implementing wealth transfer plans for high-net-worth individuals, and managing complex estate and trust administration with fiduciary litigation and ......

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