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Wealth Management Jobs in Clifton Park

15 jobs
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  3. New York
  4. Clifton Park
  5. Wealth Management

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United States
Posted On Jul 27, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates LLC Probate Software
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates LLC Probate Software

Title: Attorney - Estate Administration and Trust and Estate Planning Job Responsibilities: The Attorney will be responsible for providing legal guidance and services in the areas of Estate Administration, including probate and trust administration, as well as Trust and Estate Planning. The...

Posted On Jul 27, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Litigation LLC Probate Software
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Litigation LLC Probate Software

Title: Trust & Estates Litigation Associate Job Responsibilities: The Trust & Estates Litigation Associate will be responsible for handling Estate Administration, which includes probate and trust administration, as well as Trust and Estate Planning. The candidate will be expected to utilize their...

Posted On Jul 27, 26
Full-time 3 views Experience : 5-7 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
LLC Software trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
LLC Software trusts

Title: Estate and Tax Planning Attorney Job Responsibilities: The Estate and Tax Planning Attorney will be responsible for providing expert legal advice and services in the area of high net worth estate and tax planning. Key responsibilities include: - Planning and drafting a...

Posted On Jun 29, 26
Full-time 15 views Experience : 3-5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Case Law Elder Law Estate Planning estates Guardianship health insurance Medicaid Probate trusts Wills
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Case Law Elder Law Estate Planning estates Guardianship health insurance Medicaid Probate trusts Wills

Title: Trust and Estates Attorney Job Responsibilities: - Draft, review, and finalize estate planning documents, including wills, trusts, powers of attorney, and healthcare proxies. - Provide legal advice and oversee probate and trust administration, including preparing court filings, inventories, and...

Posted On Sep 07, 26
Full-time 45 views
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management

Title: Summer Analyst - Wealth Management, Financial Planning Experience:... Internship for students pursuing a bachelor's/graduate degree Location: Albany, New York, United States Salary Range: $55,000 - $60,000 About the Program: - Nine to ten week summer internship program...

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
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...

Posted On Sep 07, 26
Full-time 2 views Experience : 2-3 yrs required
Job Tags:
Affirmative Action estate tax Investment Banking investment management Securities shareholders wealth management
Job Tags:
Affirmative Action estate tax Investment Banking investment management Securities shareholders wealth management

Title: Associate, Individual Tax Specialist Job Responsibilities: - Strategic Tax Intelligence & Foresight: Proactively monitor, deconstruct, and interpret the latest legislative, judicial, and regulatory developments in federal and state income, gift, and estate tax law. Develop a nuanced understanding of these implications...

Posted On Aug 25, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
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...

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
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...

Posted On Jul 17, 26
Part-time 1 views
Job Tags:
Estate Planning
Job Tags:
Estate Planning

Title: Law Clerk Job Responsibilities: - Proofreading and Reviewing Estate Planning Documents: Ensure accuracy and notify the legal team of any corrections or issues. - Document Organization: Organize legal documents in client binders, following specific systems and procedures with attention to detail. - Document...

Posted On Aug 13, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Real Estate - General Estate & Tax Planning Probate
Job Tags:
document review escrow instructions Estate Planning Government health insurance Insurance Litigation Probate Real Estate Law Software title
Practice Area:
Real Estate - General Estate & Tax Planning Probate
Job Tags:
document review escrow instructions Estate Planning Government health insurance Insurance Litigation Probate Real Estate Law Software title

We are seeking a highly skilled and detail-oriented Paralegal or Lateral Associate to join our dynamic legal team at the law firm. This pivotal role offers the opportunity to work on real estate transactions, title examinations, and corporate work supporting...

Posted On Sep 21, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation Estate Planning Guardianship Litigation Medicaid special projects
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation Estate Planning Guardianship Litigation Medicaid special projects

Title: Legal Assistant Job Responsibilities: - Provide comprehensive administrative and legal support to attorneys. - Assist attorneys with estate planning, estate administration, and trust administration matters. - Prepare, organize, and process estate planning and estate administration documents. - Coordinate and maintain attorney calendars, appointments, deadlines,...

Posted On Jul 28, 26
Full-time Experience : 2-8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks a dedicated Trust and Estates Attorney with over three years of experience in Estate Administration and Trust and Estate Planning for their Latham, NY office. The ideal candidate will demonstrate superior communication skills and the ability...

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