Wealth Management Jobs in Edison

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

Services - Tax - Wealth and Asset Management -... Senior Job Responsibilities: As a Senior in Tax Compliance, you will be responsible for managing and implementing tax compliance strategies, providing support for tax provision, direct and indirect tax returns preparation, and tax...

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Posted On Aug 20, 26
Full-time 1 views Experience : 4-6 yrs required

Services - Tax - Wealth and Asset Management -... Manager Job Responsibilities: As a Tax Compliance Manager within the Wealth & Asset Management Tax... practice, the primary responsibilities involve managing and implementing tax compliance strategies and providing comprehensive support in tax compliance...

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Full-time 1 views Experience : Min 5 yrs required

Financial Services Litigation Attorney - Commercial Job Responsibilities: - Defend leading financial institutions, banks, mortgage lenders, and loan servicers in sophisticated consumer financial services litigation in state and federal courts. - Take ownership of matters from strategy through resolution, including drafting pleadings and...

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Posted On Sep 03, 26
Full-time 9 views Experience : 7-15 yrs required

Title: Tax Partner - Financial Services State and Local Tax (SALT) Job Responsibilities: - Building a Financial Services State and Local Tax group within the company. - Providing multistate consulting and compliance services, including technical review of partnership and corporate state and local...

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Posted On Jul 28, 26
Full-time 1 views Experience : 5-10 yrs required

Title Experienced Real Estate & Estate Administration Paralegal Job Responsibilities The Real Estate and Estate Administration Paralegal at the law firm will be responsible for assisting attorneys with residential and commercial real estate transactions, as well as probate and estate administration matters. The...

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Full-time 2 views Experience : 1-3 yrs required

Title: Litigation Associate Attorney Job Responsibilities: The Litigation Associate Attorney will be responsible for a variety of tasks related to civil litigation. The specific duties include: - Evaluating claims and developing case strategy - Conducting legal research and preparing written analyses - Drafting pleadings, motions,...

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Posted On Aug 07, 26
Full-time Experience : 3-5 yrs required

Title: Law Firm Paralegal Job Responsibilities: The role of a Law Firm Paralegal involves overseeing the general administrative functions within the legal department and supporting attorneys by providing essential clerical and research services. The primary responsibilities include: - Providing clerical support for...

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Posted On Aug 24, 26
Full-time Experience : 2-4 yrs required

Title: Paralegal Job Responsibilities: The paralegal role involves supporting attorneys in various client matters related to estate planning, administration, Medicaid applications, litigation, and other aspects of estate and elder law practice. Key duties include: - Utilizing templates to draft legal documents such as...

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Posted On Jul 23, 26
Full-time 1 views Experience : 3-5 yrs required

Title: Trusts & Estates Paralegal Job Responsibilities: The Trusts & Estates Paralegal will play a pivotal role in assisting clients and their families throughout the estate planning or probate and trust administration processes. Key responsibilities include: - Drafting estate planning documents such as...

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Posted On Aug 19, 26
Full-time 4 views Experience : Min 10 yrs required

estate, gift, trust, and wealth transfer planning, including strategies... such as GRATs, IDGTs, SLATs, charitable planning, and succession planning. - Advise on fiduciary income tax planning and compliance, specifically focusing on Forms 1041, 706, and 709. - Interpret and apply federal, state,...

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Full-time 1 views

Title: Estates and Trusts Attorney Job Responsibilities: The Estates and Trusts Attorney will be responsible for supporting clients with their estate planning needs and managing estate and trust administration clients. Key duties include: - Meeting with clients to design and...

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Full-time 1 views Experience : 5-10 yrs required

Title: Associate Attorney Job Responsibilities: The Associate Attorney will be responsible for providing legal oversight across the law firm's estate planning practice. The role includes managing and overseeing the timely, accurate, and consistent production of estate planning documents. The Associate Attorney will...

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Posted On Aug 19, 26
Full-time 1 views

Title: Paralegal Job Responsibilities: - Support attorneys in Elder Law, Trusts and Estates, and Real Estate matters by drafting and organizing legal documents. - Prepare forms and maintain case files, ensuring all documentation is accurate and complete. - Conduct legal and factual research, utilizing...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 2 yrs required

Title: Trusts & Estates Paralegal – Estate Administration & Probate Job Responsibilities: - Prepare probate and administration petitions, waivers and consents, citations, affidavits, and other Surrogate's Court documents. - Prepare and electronically file documents through NYSCEF and monitor filing requirements, court notices, and...

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Full-time Experience : Min 1 yrs required

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events to educate potential clients on their estate and financial planning options. - Meet with clients in consultations, gather necessary information, and help clients take action. - Design and review personalized estate plans to...

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Posted On Sep 07, 26
Full-time 24 views

Title: . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. -...

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Posted On Sep 02, 26
Full-time Experience : Min 5 yrs required

the Trusts, Estates & Wealth Preservation group, collaborating closely... with attorneys and professionals to deliver outstanding service to clients. Key responsibilities include: - Preparing probate documents, court petitions, and related filings accurately and efficiently. - Preparing Federal and State Estate,...

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Posted On Jul 27, 26
Full-time 6 views Experience : 1-8 yrs required

OverviewA law firm seeks an experienced Estate Planning and Elder Law Associate Attorney in Watchung, NJ. The role involves providing clients with peace of mind regarding their estate and elder law needs, advocating for the vulnerable, and engaging in meaningful...

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