Private Client Jobs in Maspeth

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Posted On Aug 10, 26
Full-time 1 views Experience : Min 2 yrs required

Title Tax Senior Associate [Private Client Services] Job Responsibilities -... engagement lead on specific client accounts. - Take responsibility... for pre-engagement planning, execution, and final deliverables. - Prepare various types of tax returns, including business tax returns such as 1120, 1120S,...

Posted On Sep 14, 26
Full-time 37 views Experience : Min 6 yrs required

off policies Tuition reimbursement program Employee discounts on banking products, services, and more Career development and advancement opportunities SEO Friendly Job Title: Private Banker - Wealth Management... Advisor H1 Heading: Join Our Team as...

Full-time 1 views Experience : Min 5 yrs required

Title: Senior Trial Attorney (Remote - Brooklyn, Queens, Manhattan, Long Island, New York) Job Responsibilities: - Represent insured individuals and the company in the defense of bodily injury and property damage lawsuits. - Prepare and conduct hearings, trials, arbitrations, mediations, and depositions. - Prepare...

Posted On Aug 06, 26
Full-time 1 views

Title: Senior Paralegal Supervisor / Practice Manager – Trusts & Estates Job Responsibilities: 1. Practice Management & Supervision: - Supervise, train, and mentor paralegals, legal assistants, and administrative staff. - Oversee workflow, case assignment, and prioritization of matters across the practice. -...

Posted On Sep 14, 26
Full-time 2 views Experience : Min 15 yrs required

alignment with advisor and client needs across the organization. -... Assess the current landscape of planning tools, identify gaps in adoption, functionality, and advisor experience, and develop a multi-year roadmap for improvement. - Drive advisor adoption and engagement by modeling best practices,...

Posted On Sep 27, 26
Full-time 1 views Experience : 5-8 yrs required

Title: Senior Manager, Strategy & Operations Job Responsibilities: - Drive growth of key practice areas by partnering with practice leadership to develop and execute growth strategies. This includes identifying new opportunities, evaluating new markets and market segments, and building operational...

Posted On Sep 28, 26
Full-time 1 views Experience : 6-8 yrs required

Title: Group Product Manager - Risk and Compliance Job Responsibilities: As a Group Product Manager at the law firm, you will be responsible for guiding a major product area that supports a multi-billion dollar business unit. This role is not purely...

Posted On Sep 14, 26
Full-time 29 views Experience : Min 12 yrs required

Private Client Advisor II Forest... Hills Full time posted on Posted 30+ Days Ago job requisition id 24017496 Job Description: At Bank of America, we are guided by a common purpose to help make...

Full-time 1 views Experience : Min 5 yrs required

services, particularly in finance, private equity, international business, and... company listing. - For partners focusing on banking business, maintain more than two long-term stable clients that are branches of city-level banks or higher. - For partners engaged in international business, maintain more...

Full-time 14 views Experience : Min 5 yrs required

Job Title: Private Client Services Associate Attorney... - Midlevel Job Responsibilities: The Private Client Services Associate Attorney... will be part of a nationally recognized team that assists individuals and families with sophisticated estate and tax planning techniques. The responsibilities include:...

Full-time 10 views Experience : Min 7 yrs required

Job Title: Private Clients Attorney (International Estate... Planning) Job Responsibilities: - Advising high-net-worth and ultra-high-net-worth individuals, families, and family offices on sophisticated estate, gift, generation-skipping transfer tax, and wealth preservation planning strategies, with a strong emphasis on international tax and...

Full-time 4 views

Trusts & Estates / Private Client Practice Job Responsibilities: - Advising... high-net-worth individuals, multigenerational families, family offices, fiduciaries, and closely held business owners on estate, gift, GST, income tax, and succession planning matters. - Drafting legal documents including wills, revocable trusts, irrevocable trusts,...

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

Job Title: Associate - Private Client Services Job Responsibilities: - Counsel... high-net-worth individuals and family entities on estate, gift, generation-skipping transfer, and income tax matters. - Draft prenuptial and postnuptial agreements. - Have experience in estate administration and all aspects of tax controversy, including...

Full-time 6 views Experience : 3-7 yrs required

Job Title: Cross-Border Private Client & Tax Associate... or Counsel Lawyer Job Responsibilities: The Cross-Border Private Client & Tax Associate... or Counsel Lawyer will be part of a close-knit team that provides services to substantial global families with a presence in North...

Full-time 11 views Experience : Min 5 yrs required

Job Title: Private Client International Tax and... Estate Planning Associate / Senior Associate Job Responsibilities: 1. Advise on international tax matters and cross-border planning strategies that address complex multi-jurisdictional tax and legal considerations. 2. Develop sophisticated estate planning and tax-efficient...

Full-time 16 views Experience : 4-7 yrs required

Job Title: Private Wealth Services Associate Job Responsibilities: -... Advise high-net-worth individuals and families on estate and tax planning strategies, including issues related to gift, estate, and generation-skipping transfer taxes. - Structure and implement sophisticated estate plans, which may include wills, revocable and...

Posted On Aug 06, 26
Full-time 1 views Experience : 3-20 yrs required

ideal candidate will have extensive experience in legal services, particularly in finance, private equity, international business, and... company and implement business strategies to expand client and mentor a... team of legal expert legal services in finance,...

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