Legal Wealth Management Jobs Jobs in Bay Shore, NY

Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Hauppauge, NY

Law Firm • **Members Only** Hauppauge, NY

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Posted On Sep 22, 26

Full-time 6 views

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

estates Practice of Law Software

software. - Review documents on behalf of clients. - Perform administrative and management functions related to the... practice of law. - Engage customers and build a relationship over the telephone. Education and Experience Information: - Juris Doctor Degree. - Admission to the New York State B...

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Attorney in Hauppauge, NY (Remote)

In-House • **Members Only** Hauppauge, NY

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Posted On Sep 08, 26

Full-time 16 views

Job Tags:

higher education licensing Securities wealth management

Job Title: Wealth Advisor Job Responsibilities: - Accountable for... achieving revenue goals through acquiring new clients from both internal and external sources and retaining and expanding a book of business. - Consults and solutions for a comprehensive wealth management strategy for individuals,......

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Legal Staff Paralegal in Smithtown, NY

Law Firm • **Members Only** Smithtown, NY

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Posted On Sep 01, 26

Full-time 1 views

Practice Area:

Elder Law Estate & Tax Planning Trusts and Estates - General

Job Tags:

Elder Law Estate Planning Medicaid trusts Wills

duties, which include case management, bookkeeping, and data entry. -... Involvement in the preparation of Medicaid applications and the necessary supporting documents. This responsibility requires the candidate to carefully read bank statements and accurately log bank account information. - Answering phones and...

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Attorney in Melville, NY

In-House • **Members Only** Melville, NY

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Posted On Sep 16, 26

Full-time 1 views Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: As an Asset & Wealth Management - Renewable Energy... Tax Manager, you will play a crucial role in guiding clients through the complexities of tax planning, compliance, and strategy...

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Attorney in Melville, NY

In-House • **Members Only** Melville, NY

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Posted On Aug 27, 26

Full-time 1 views Experience : Min 8 yrs required

Job Tags:

Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... initiatives for asset and wealth management clients. - Oversee the... preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyze financial data to identify tax optimization opportunities and mitigate compliance...

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Attorney in Melville, NY

In-House • **Members Only** Melville, NY

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Posted On Sep 16, 26

Full-time 1 views Experience : Min 6 yrs required

Job Tags:

asset management family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Senior Manager Job... initiatives for asset and wealth management clients, ensuring adherence... to complex tax regulations. - Review and analyze financial data to prepare and file accurate tax returns. - Validate clients' compliance with tax laws...

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Attorney in Melville, NY

In-House • **Members Only** Melville, NY

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Posted On Aug 31, 26

Full-time 1 views Experience : Min 4 yrs required

Job Tags:

Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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Attorney in Melville, NY

In-House • **Members Only** Melville, NY

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Posted On Sep 02, 26

Full-time 1 views Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B Partnership partnerships wealth management

Asset and Wealth Management Tax Manager Duties:... The candidate will focus on validating clients' compliance with tax laws and regulations. Review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising...

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Legal Staff Paralegal in Melville, NY

Law Firm • **Members Only** Melville, NY

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Posted On Jul 13, 26

Full-time Experience : Min 3 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Elder Law Estate Planning estates Financial Institutions Insurance Litigation Probate Profit Sharing Software trusts Wills

Title: Paralegal Job Responsibilities: - Draft and finalize estate planning documents such as wills, trusts, and advance directives. - Communicate with clients to gather information, review the legal processes, and provide updates as necessary. - Organize and maintain client files, correspondence, and records. - Coordinate...

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Estate & Tax Planning Attorney / Probate Attorney / Trusts and Estates - General Attorney in Melville, NY

Law Firm • **Members Only** Melville, NY

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Posted On Jul 07, 26

Full-time 9 views Experience : 2-3 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Asset Protection Elder Law Estate Planning estate tax health insurance Medicaid Probate trusts Wills

Title: Estate Planning Attorney – Melville Office Job Responsibilities: - Meet with clients to assess their needs, explain legal options, and develop tailored estate plans. - Draft, review, and revise wills, trusts, powers of attorney, healthcare directives, and related documents....

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Attorney in Melville, NY

In-House • **Members Only** Melville, NY

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Posted On Sep 03, 26

Full-time 5 views Experience : 7-15 yrs required

Job Tags:

due diligence equity family Financial Institutions Partnership restructuring Taxation wealth management

Title: Tax Partner - Financial Services State and Local Tax (SALT) Job Responsibilities: - Build and lead a Financial Services State and Local Tax group within the company. - Provide multistate consulting and compliance services, focusing on technical review of partnership and corporate...

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Attorney in Melville, NY

In-House • **Members Only** Melville, NY

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Posted On Sep 14, 26

Full-time Experience : 10-18 yrs required

Job Tags:

asset management banking branding construction Ethics fiduciary finance financial products investment management shareholders wealth management

high-net-worth investors to develop customized investment strategies. The primary responsibilities include: - Evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management, including asset allocation, portfolio... construction, security/manager selection, trade execution, risk management and compliance, investment reviews,... and pro...

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Attorney in Melville, NY

In-House • **Members Only** Melville, NY

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Posted On Aug 25, 26

Full-time Experience : Min 6 yrs required

Job Tags:

Ethics family finance H-1B Profit Sharing wealth management

navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. Lead... large projects and innovate processes, focusing on achieving results and maintaining operational excellence. Motivate and...

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Attorney in Melville, NY

In-House • **Members Only** Melville, NY

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Posted On Sep 02, 26

Full-time 1 views Experience : Min 8 yrs required

Job Tags:

Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

impact. Managing tax compliance and structuring for financial services clients in asset and wealth management. Analyzing and addressing... operational tax risks and implications of investing across jurisdictions. Drafting and reviewing tax documents to validate accuracy and compliance with regulations. Facilitat...

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Legal Staff Paralegal in Uniondale, NY

Law Firm • **Members Only** Uniondale, NY

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Posted On Sep 06, 26

Full-time 8 views Experience : Min 3 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning estates power of attorney trusts Wills

to Wills, Trusts, and Power of Attorney forms. - Assist in estate funding and ensure proper management of all related documentation. -... Communicate effectively with various types of clients, providing them with clear and concise information. - Utilize strong analytical and problem-solving...

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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Uniondale, NY

Law Firm • **Members Only** Uniondale, NY

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Posted On Sep 06, 26

Full-time 14 views

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning estates trusts

law firm by utilizing excellent time management and organizational skills. Education... and Experience Information: - Ideal candidates should have significant work experience in estate planning. - An . in Estate Planning will be considered in lieu of work experience. Sala...

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Estate Administration Attorney

Recruiter • **Members Only** Smithtown, NY

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Posted On Aug 07, 26

Full-time 9 views Experience : 2-8 yrs required

Practice Area:

Trusts and Estates - General Probate

on probate matters, and represent clients in court. The ideal candidate will possess a deep understanding of estate administration, probate law, and trust management, with the ability to... handle a diverse estate administration tasks, including probate and asset distribution....

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