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Wealth Management Jobs in Levittown

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United States
Posted On Sep 06, 26
Full-time 8 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates power of attorney trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates power of attorney trusts Wills

to Wills, Trusts, and Power of Attorney forms. - Assist in estate funding and ensure proper management of all related documentation. -... Communicate effectively with various types of clients, providing them with clear and concise information. - Utilize strong analytical and problem-solving...

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Posted On Sep 06, 26
Full-time 14 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts

law firm by utilizing excellent time management and organizational skills. Education... and Experience Information: - Ideal candidates should have significant work experience in estate planning. - An . in Estate Planning will be considered in lieu of work experience. Sala...

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Posted On Aug 14, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
corporate governance Estate Planning estates LLC trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
corporate governance Estate Planning estates LLC trusts

estates, ensuring the effective management of clients' estate planning... needs. - Estate and Gift Taxes: The role involves handling matters related to estate and gift taxes, ensuring compliance with relevant laws and regulations. - Drafting Trusts: The attorney will draft various types...

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Posted On Sep 17, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Insurance Litigation Probate Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Insurance Litigation Probate Taxation trusts wealth transfer

Counsel Trust & Estates (Planning/Administration) Overview: A premier Long Island law firm is seeking an experienced Trusts & Estates Attorney to join its nationally recognized Trusts & Estates practice group. The ideal candidate will have a minimum of 10 years’ experience in...

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Posted On Sep 15, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action family Software
Job Tags:
Affirmative Action family Software

Tax Manager - Private Wealth Job Responsibilities: - Serve as a... particularly within the private wealth sector. - Work closely with... firm leadership to serve clients and contribute to business growth, directly impacting the firm’s success. - Coach and mentor a group of talented...

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Posted On Sep 22, 26
Full-time 30 views Experience : Min 8 yrs required
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills

Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...

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Posted On Sep 15, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action Software
Job Tags:
Affirmative Action Software

Title: Tax Manager Job Responsibilities: - Be a trusted member of the team providing various tax, accounting, and advisory services to clients. - Oversee and provide services pertaining to accounting, bookkeeping, and prepared or compiled financials. - Review and analyze accounting records and/or reporting...

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Posted On Jul 07, 26
Part-time 2 views Experience : Min 5 yrs required
Practice Area:
Corporate - General Real Estate - General Trusts and Estates - General
Job Tags:
closing documents Collaborative Law contracts Corporate Law corporate transactions depositions due diligence Estate Planning estates Litigation pleadings residential real estate title trials trusts
Practice Area:
Corporate - General Real Estate - General Trusts and Estates - General
Job Tags:
closing documents Collaborative Law contracts Corporate Law corporate transactions depositions due diligence Estate Planning estates Litigation pleadings residential real estate title trials trusts

Title: Part-Time Legal Assistant / Paralegal Job Responsibilities: - Draft, revise, proofread, format, and prepare various legal documents, including correspondence, contracts, closing documents, estate planning documents, pleadings, discovery materials, and other legal documents from audio files, templates, forms, and attorney instructions. - Answer...

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Posted On Sep 21, 26
Full-time 64 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
developers Estate Planning estate tax estates family International Law partnerships restructuring trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
developers Estate Planning estate tax estates family International Law partnerships restructuring trusts Wills

Title: Trusts & Estates Jr. Associate – Estate Planning or Estate Administration Salary: Competitive with major NYC firms Experience: At least 1 or 2 years of Trusts & Estates experience, general experience with business entities and knowledge of estate administration...

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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...

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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...

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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 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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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,...

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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
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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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....

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Posted On Sep 17, 26
Full-time 6 views Experience : 5-20 yrs required
Practice Area:
Trusts and Estates - General Probate Litigation - Trusts & Estates - Defense
Practice Area:
Trusts and Estates - General Probate Litigation - Trusts & Estates - Defense

OverviewA law firm seeks an experienced Trusts and Estates Litigation Partner in Uniondale, NY. This role offers the opportunity to join a collaborative team of attorneys recognized for their expertise in trusts, estates, and fiduciary litigation. The ideal candidate will...

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