Legal Wealth Management Jobs Jobs in Hackettstown, NJ

Legal Staff Legal Secretary in Sparta, NJ

Law Firm • **Members Only** Sparta, NJ

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Posted On Jul 15, 26

Full-time 1 views

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Elder Law Estate Planning family LLC Probate Software

Us The law firm is a tech-forward legal practice focused on Estate Planning, Elder Law, and Probate. The firm emphasizes the use of modern systems and workflows to minimize administrative tasks, allowing the team to concentrate on providing clients with a...

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Attorney in Morristown, NJ

In-House • **Members Only** Morristown, NJ

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Posted On Sep 25, 26

Full-time 1 views Experience : Min 5 yrs required

Job Tags:

Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate will... lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. Prepare for and lead client meetings related to compliance and...

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Law Student - In-House in Parsippany, NJ

In-House • **Members Only** Parsippany, NJ

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Posted On Sep 07, 26

Full-time 39 views

Job Tags:

banking child family finance higher education investment management lending mother spectrum wealth management

Analyst Program: Opportunities in Wealth Management and Financial Planning... at Goldman Sachs H1 Heading: Summer Analyst Program at Goldman Sachs: A Experience H2 Heading: Wealth Management and Financial Planning:... Summer Analyst Program in Wealth Management and Financial Planning......

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Estate & Tax Planning Attorney / Probate Attorney / Trusts and Estates - General Attorney in Bridgewater, NJ

In-House • **Members Only** Bridgewater, NJ

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Posted On Sep 03, 26

Full-time 1 views

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills

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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Legal Staff Paralegal in Stroudsburg, PA

Law Firm • **Members Only** Stroudsburg, PA

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Posted On Jul 28, 26

Full-time 1 views

Practice Area:

Real Estate - General Real Estate - Residential Transactions Probate Trusts and Estates - General

administration. - Operate a multi-line phone system efficiently. - Utilize Word for document preparation and management. - Provide support to attorneys... and staff within the firm. - Interact professionally with clients, particularly those who may be experiencing difficult situations. Education and Experience Information: - Some...

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Attorney in Whippany, NJ (Remote)

In-House • **Members Only** Whippany, NJ

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Posted On Sep 18, 26

Full-time Experience : Min 8 yrs required

Job Tags:

conflict resolution Energy fiduciary marketing private client startup

other tax returns, ensuring accuracy and alignment with strategic planning. - Conduct advanced tax research and draft technical memoranda addressing complex issues. - Design and implement tax planning strategies that optimize wealth preservation, charitable giving, and... succession planning for founders and tech...

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Legal Staff Paralegal in Warren, NJ

Law Firm • **Members Only** Warren, NJ

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Posted On Jul 23, 26

Full-time 1 views Experience : 3-5 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Estate Planning estate tax estates Financial Institutions Government inheritance Litigation pleadings Probate Software trusts Wills

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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Attorney in Florham Park, NJ

In-House • **Members Only** Florham Park, NJ

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Posted On Sep 16, 26

Full-time 3 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 be responsible for guiding clients through the complexities of tax planning, compliance, and strategy within...

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Attorney in Florham Park, NJ

In-House • **Members Only** Florham Park, NJ

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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 Florham Park, NJ

In-House • **Members Only** Florham Park, NJ

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Posted On Sep 16, 26

Full-time 2 views Experience : Min 8 yrs required

Job Tags:

family finance guardian H-1B wealth management

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

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Attorney in Florham Park, NJ

In-House • **Members Only** Florham Park, NJ

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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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Attorney in Florham Park, NJ

In-House • **Members Only** Florham Park, NJ

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Posted On Sep 22, 26

Full-time Experience : Min 4 yrs required

Job Tags:

family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Lead tax compliance workstreams and manage client expectations effectively - Guide teams in the preparation and filing of tax returns to meet regulatory requirements - Utilize analytical thinking to review and analyze financial...

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Legal Staff Paralegal in Florham Park, NJ

Law Firm • **Members Only** Florham Park, NJ

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Posted On Aug 07, 26

Full-time 15 views Experience : Min 8 yrs required

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate and Trust Estate Planning estates fiduciary Financial Institutions gift tax Probate Software trusts Wills

overseeing complex estate and trust administrations from inception through closing. This leadership role involves serving as the primary administrative lead on estate matters, working closely with Principals and Associates, and exercising significant autonomy in day-to-day case management and client communication...

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Legal Staff Paralegal in Florham Park, NJ

Law Firm • **Members Only** Florham Park, NJ

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Posted On Aug 07, 26

Full-time 7 views Experience : 3-5 yrs required

Practice Area:

Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General

Job Tags:

agreements divorce due diligence Estate and Trust estates family fiduciary Guardianship inheritance Litigation Mediation Partnership pleadings private client Probate special projects Wills

Title: Private Client Litigation Paralegal Job Responsibilities: - Establish close rapport with clients, fiduciaries, beneficiaries, and family members to foster positive and cooperative working relationships in both contested and non-contested matters. - Assist attorneys with drafting litigation and non-litigation documents, including pleadings, certifications,...

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Legal Staff Paralegal in Florham Park, NJ (Remote)

In-House • **Members Only** Florham Park, NJ

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Posted On Sep 14, 26

Full-time 1 views Experience : Min 3 yrs required

Practice Area:

Trusts and Estates - General Probate

Job Tags:

banking Estate Planning family fiduciary shareholders Taxation

administrative matters by partnering with internal groups including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight... Group, Tax Services, Operations, and other stakeholders. - Collaborate with the Market Trust Director, Trust Officers, Senior Trust Officers, and Trust Senior Associat...

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Attorney in Florham Park, NJ

In-House • **Members Only** Florham Park, NJ

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Posted On Sep 30, 26

Full-time 1 views 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 Florham Park, NJ

In-House • **Members Only** Florham Park, NJ

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Posted On Sep 30, 26

Full-time 1 views Experience : Min 4 yrs required

Job Tags:

family finance H-1B Profit Sharing wealth management

business analysis and capital management. - Managing tax compliance and... structuring for financial services clients, addressing operational tax risks and jurisdictional tax implications. - Leading teams in the preparation and review of tax documents, ensuring alignment with regulatory...

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Attorney in Florham Park, NJ

In-House • **Members Only** Florham Park, NJ

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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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Attorney in Florham Park, NJ

In-House • **Members Only** Florham Park, NJ

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Posted On Sep 14, 26

Full-time 5 views Experience : 7-18 yrs required

Job Tags:

banking mortgage loans Partnership private client shareholders wealth transfer

Title: Private Client Manager- Investments Job Responsibilities: The Private Client Manager- Investments is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client’s financial needs and offering the full array of the...

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Trust and Estates Associate

Recruiter • **Members Only** Morristown, NJ

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Posted On Aug 17, 26

Full-time 14 views Experience : 1-10 yrs required

Practice Area:

Trusts and Estates - General

Overview A law firm seeks a Trust and Estates Associate in Morristown, NJ. The ideal candidate will have 1-5 years of relevant experience and demonstrate a strong work ethic and motivation. Experienced paralegals with a background in drafting wills and...

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Wealth Management Jobs in Hackettstown

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