Gift Tax Jobs in Pearl River

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Full-time 4 views Experience : 3-5 yrs required

Title: Associate Attorney Job Responsibilities: - Manage and support all phases of litigation, from pleadings through trial. - Draft legal documents including pleadings, motions, briefs, discovery demands and responses, and legal memoranda. - Prepare for and participate in hearings, depositions, and mediations. - Develop and...

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Posted On Sep 21, 26
Full-time 2 views Experience : Min 7 yrs required

Tax Manager - Private Client... Private Client Services Job Responsibilities: The Tax Manager in the Private... for leading and managing tax compliance and consulting engagements... This involves reviewing complex tax returns, including individual (1040),... S-corporations, trusts, estates, and gift tax returns. The Tax......

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Posted On Sep 21, 26
Full-time 10 views Experience : Min 7 yrs required

Job Title: Tax Manager (HNW-Financial Services) Job Responsibilities: The... Tax Manager is responsible for... managing the tax planning and compliance functions... working closely with the Chief Financial Officer of the fund to manage the tax planning and compliance of... the management company....

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Posted On Sep 21, 26
Full-time 11 views Experience : Min 10 yrs required

- Provide advanced estate, gift, trust, and wealth transfer... planning, including GRATs, IDGTs, SLATs, charitable planning, and succession strategies. - Advise on fiduciary income tax planning and compliance (Forms... 1041, 706, 709). - Interpret and apply federal, state, and local...

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Full-time 2 views Experience : Min 5 yrs required

Title: Elder Law Attorney Job Responsibilities: - Conduct consultations with prospective and existing clients primarily from the Tarrytown, New York, and Paramus, New Jersey offices. - Advise clients on matters related to wills, trusts, powers of attorney, advance directives, and other estate planning...

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

Title: Full-Time Attorney Job Responsibilities: - Communicate effectively with clients, ensuring clarity and understanding in all interactions. - Prepare estate planning documents, including Wills, Trusts, Powers of Attorney, and Deeds, with precision and attention to detail. - Draft detailed opinion letters and other correspondence...

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Full-time 4 views Experience : Min 1 yrs required

Title: Estate Administration & Litigation Attorney Job Responsibilities: Case Strategy & Client Leadership - Strategic Counsel: Serve as the primary legal advisor to executors, administrators, trustees, and guardians. Provide clear and empathetic explanations of complex fiduciary roles and legal mechanisms. - Department Oversight: Collaborate...

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Full-time 95 views Experience : Min 3 yrs required

Job Title: Tax, Trusts & Estates Associate Job... Responsibilities: The Tax, Trusts & Estates Associate... in the areas of tax, trusts, and estates. The... including advising clients on tax planning, estate planning, and... implement strategies to minimize tax liabilities and ensure compliance......

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Posted On Sep 22, 26
Full-time 109 views Experience : Min 3 yrs required

Firm is seeking a Trusts and Estates Paralegal with 3 Years of Experience Law Firm has an immediate opening for a Trusts and Estates Paralegal with 3 years of experience in all aspects of the administration of estates. The...

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Posted On Aug 14, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate Administration Paralegal will be responsible for managing all phases of estate and trust administration. Key responsibilities include: - Handling probate processes, with a strong understanding of New Jersey and New York...

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Posted On Aug 16, 26
Full-time 1 views Experience : 3-4 yrs required

estate and trust administration. This includes handling probate procedures and maintaining extensive communication with clients, financial planners, and accountants. Key duties involve the preparation of federal estate tax returns and fiduciary accountings,... overseeing the distribution of estate assets, and managin...

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

trust administrative matters. - Collaborate with internal groups, including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight Group, Tax Services, and Operations, to... address trust administration activities. - Partner with the Market Trust Director, Trust Officers, Senior Trust Officers, and...

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Full-time 2 views Experience : Min 3 yrs required

Title: Part-Time Remote Estate Planning Attorney Job Responsibilities: - Review estate planning documents, specifically revocable living trusts, drafted by the paralegal team. - Sign off on completed plans after confirming their accuracy and alignment with client goals. - Provide custom language or revisions when...

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Posted On Sep 21, 26
Full-time 2 views Experience : Min 7 yrs required

Tax Manager - Private Client... Services Job Title: Tax Manager - Private Client... Responsibilities: - Lead and manage tax compliance and consulting engagements... held entities. - Review complex tax returns, including individual (1040),... S-corporations, trusts, estates, and gift tax returns. - Provide advanced... related to income, estate, gift, and wealth transfer taxes. -......

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Posted On Aug 17, 26
Full-time 148 views Experience : 2-10 yrs required 2 applications

in the management of paralegal staff and the ability to work alongside other attorneys. Will have direct client contact, document drafting, addressing tax issues, and Trust &... Estate Administration. Must have experience with personal finance, and basic tax, investment,...

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