Trusts Jobs in Rutherford

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Posted On Jun 26, 26
Full-time 4 views Experience : Min 1 yrs required

Title: Legal Client Services Coordinator Job Responsibilities: - Answer inbound and outbound client calls professionally and courteously. - Respond to client inquiries via phone, email, text message, and online platforms. - Perform accurate and timely data entry into company databases and systems. - Schedule consultations,...

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

Title: Financial Services - Tax - Financial Instruments Tax Solutions - Experienced Staff Job Responsibilities: - Collaborate with a team of consultants and senior professionals on finance transformation engagements, helping clients enhance their tax and operational processes. - Support the implementation, maintenance, and...

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Posted On Aug 20, 26
Full-time Experience : 2-4 yrs required

Title: Financial Services - Tax - Wealth and Asset Management - Senior Job Responsibilities: As a Senior in Tax Compliance within the Wealth & Asset Management practice, you will be responsible for managing and implementing tax compliance strategies. Your role will involve...

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Posted On Aug 14, 26
Full-time Experience : Min 3 yrs required

Responsibilities: - Draft revocable living trusts, wills, powers of attorney,... healthcare directives, and related estate planning documents using WealthCounsel. - Review client information, attorney notes, questionnaires, and design documents before drafting. - Prepare customized trust provisions based on each client’s family structure, assets,...

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Full-time 2 views

Title: Estate Planning Attorney Job Responsibilities: - Client Consultations & Sales-Focused Conversations: Meet with prospective clients to understand their goals and confidently guide them through estate planning options. Clearly explain legal concepts in plain language and close clients on the spot. Build...

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Posted On Sep 09, 26
Full-time

Title: Legal Intern, Estate Planning Job Responsibilities: - Assist attorneys and legal staff with estate planning matters. - Review client information and estate planning questionnaires for accuracy and completeness. - Help organize information relating to clients, family members, assets, beneficiaries,...

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Part-time 3 views Experience : Min 3 yrs required

documents, specifically revocable living trusts, drafted by the paralegal... team. - Sign off on completed plans after confirming accuracy and alignment with client goals. - Provide custom language or revisions when client needs fall outside standard templates. - Communicate with...

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Posted On Aug 06, 26
Full-time Experience : Min 3 yrs required

Responsibilities: - Draft revocable living trusts, wills, powers of attorney,... healthcare directives, and related estate planning documents using WealthCounsel. - Review client information, attorney notes, questionnaires, and design documents before drafting. - Prepare customized trust provisions based on each client’s family structure, assets,...

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Full-time Experience : Min 5 yrs required

Title: Senior Legal Counsel, Technology & SaaS Transactions Job Responsibilities: - Draft, review, and negotiate high-stakes outbound and inbound agreements, including SaaS/Software Licenses, Managed Services Agreements (MSA), and Professional Services Statements of Work (SOW). - Audit third-party vendor risk, focusing on data privacy...

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Posted On Aug 18, 26
Full-time Experience : Min 5 yrs required

and Estate Tax Manager The candidate will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients. Review individual, trust, partnership and corporate tax returns prepared by tax staff and/or seniors for accuracy....

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Posted On Aug 07, 26
Full-time 73 views Experience : Min 2 yrs required

a Legal Assistant with Trusts and Estates experience to... join their team. The successful candidate will have 2+ years of litigation assistant experience with knowledge of Surrogate Court filings, court procedures, Probate and Elder Law (Medicaid a plus). They...

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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 will... the areas of tax, trusts, and estates. The candidate... and the administration of trusts and estates. The associate... will work closely with clients to develop and...

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Posted On Aug 07, 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

Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate Administration Paralegal is responsible for managing all aspects of estate and trust administration. This includes handling probate procedures and maintaining extensive communication with clients, financial planners, and accountants. Key duties...

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Posted On Jul 28, 26
Full-time 19 views Experience : 1-12 yrs required

is actively seeking a Trusts & Estates Associate Attorney... with 1 to 6 years of experience. The ideal candidate will demonstrate a strong understanding of estate planning, trust administration, and wealth preservation strategies. This position offers the opportunity to work...

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