Post Jobs Upload Your Resume Log in

Wealth Management Jobs in Kinderhook

13 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. New York
  4. Kinderhook
  5. Wealth Management

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Sign Up

United States
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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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
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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 23, 26
Part-time 3 views Experience : Min 2 yrs required
Practice Area:
Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - General Real Estate- Commercial Transactions Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Probate Software
Practice Area:
Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - General Real Estate- Commercial Transactions Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Probate Software

estate administration and business matters. - Manage case files using document management systems such as PCLaw,... ensuring all records are accurate, organized, and up-to-date. - Communicate effectively with clients, attorneys, and staff via phone, in person, and through written correspondence while m...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 15, 26
Full-time 58 views Experience : 2-10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

law firm in Chatham is seeking a highly motivated and experienced Estate Planning and Estate Administration Attorney. The ideal candidate will have a strong background in estate planning, probate, and estate administration, with a dedication to providing excellent client service...

Sign In or Sign Up in seconds to view this job on LawCrossing.

By Employer Type

In-House Law Firm Recruiter
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend