Fiduciary Jobs in Oldwick

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United States
Full-time 1 views

Title: Estates and Trusts Attorney Job Responsibilities: The Estates and Trusts Attorney will be responsible for supporting clients with their estate planning needs and managing estate and trust administration clients. Key duties include: - Meeting with clients to design and...

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Full-time Experience : Min 3 yrs required

Title: Trusts & Estates Associate Attorney Job Responsibilities: - Independently handle estate planning and estate administration files, which includes conducting client meetings and drafting necessary documents. - Guide clients through the probate and trust settlement process. - Draft trust and estate documents that are...

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Posted On Jul 23, 26
Full-time 1 views Experience : 3-5 yrs required

Title: Trusts & Estates Paralegal Job Responsibilities: The Trusts & Estates Paralegal will play a pivotal role in assisting clients and their families throughout the estate planning or probate and trust administration processes. Key responsibilities include: - Drafting estate planning documents such as...

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Full-time Experience : 5-20 yrs required

healthcare directives. - Develop complex asset-protection and Medicaid planning strategies. - Advise clients on estate, inheritance, and tax implications. - Manage estate and trust administration matters. - Prepare fiduciary accounts and estate and... inheritance tax returns. - Guide Medicaid spend-down strategies and application processes. - Repres...

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Full-time 44 views Experience : Max 2 yrs required

Title: Associate Attorney Job Responsibilities: - Work closely with experienced attorneys in the Estate, Trust & Taxation Group. - Gain hands-on experience in estate and trust litigation. - Participate in estate planning, estate administration, and trust administration. - Develop and maintain strong communication skills to...

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Full-time 3 views Experience : 1-5 yrs required

and processes. - Evaluate claim exposures and make substantive decisions, supporting other lines as needed. - Provide detailed analysis of coverage, liability, and damages for Public Directors & Officers (D&O), Fiduciary Liability, and Fidelity claims. -... Proactively identify and report on claim...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required

tax returns across individual, fiduciary, partnership, closely held corporation,... estate, and gift engagements. Prepare for and lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on...

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Posted On Sep 25, 26
Full-time 2 views Experience : Min 3 yrs required

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: As a Tax Senior within the Individual Tax Services - High Net Worth group at the company, you will be responsible for a variety of tasks...

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Full-time Experience : Min 3 yrs required

Title: Trust and Estates Associate Attorney Job Responsibilities: - Draft sophisticated estate planning documents. - Develop and implement strategies for tax and estate planning with minimal supervision. - Administer estates, which includes direct contact with clients and preparation of estate tax returns and tax...

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Full-time 2 views Experience : 3-5 yrs required

Title: Trust & Estate Associate Job Responsibilities: The Trust & Estate Associate will join the Private Wealth, Estates & Trusts Practice Group at a law firm. The role involves drafting legal documents such as Last Wills and Testaments, revocable and irrevocable trusts,...

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Posted On Aug 07, 26
Full-time 7 views Experience : 3-5 yrs required

fiduciaries, beneficiaries, and family members to foster positive and cooperative working relationships in both contested and non-contested matters. - Assist attorneys with drafting litigation and non-litigation documents, including pleadings, certifications, motions, discovery responses, settlement agreements, fiduciary documents, and correspondence. - Collect,... analy...

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required

Bank Job Responsibilities: - Engage in fiduciary oversight activities, proactively identifying... the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio... Oversight Group, Tax Services, Operations, and other stakeholders. - Collaborate with the Market Trust Director, Trust Officers, Senior Trust Officers, and Trust Senior...

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Posted On Jul 27, 26
Full-time 1 views Experience : 2-8 yrs required

OverviewA law firm seeks a Trusts and Estates Associate Attorney in Warren, NJ. This role involves independently managing estate planning and administration files, including client meetings and document drafting. The position offers opportunities for additional work, such as assisting with...

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