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Wealth Management Jobs in Holtsville

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United States
Posted On Sep 23, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Probate trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Probate trusts

Title: Estates Paralegal Job Responsibilities: - Manage estate-related matters involving deceased Victim Compensation Fund (VCF) claimants and award distributions. - Prepare and coordinate Surrogate’s Court petitions, filings, and supporting documentation. - Assist with complex estate matters, including issues like deceased distributees, guardianships, and other...

Posted On Sep 23, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates Probate trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates Probate trusts

Title: Estates Paralegal Job Responsibilities: - Manage estate-related matters involving deceased VCF claimants and award distributions. - Prepare and coordinate Surrogate’s Court petitions, filings, and supporting documentation. - Assist with complex estate matters, including deceased distributees, guardianships, and other issues affecting distribution. - Coordinate with...

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
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...

Posted On Sep 08, 26
Full-time 16 views
Job Tags:
higher education licensing Securities wealth management
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,......

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
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...

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 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...

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 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...

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 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...

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
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,...

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 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
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....

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
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...

Posted On Aug 25, 26
Full-time 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 Aug 11, 26
Full-time 9 views Experience : 2-8 yrs required
Practice Area:
Trusts and Estates - General Probate
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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