Legal Wealth Management Jobs Jobs in Millburn, NJ

Legal Staff Legal Administrator in Short Hills, NJ

Law Firm • **Members Only** Short Hills, NJ

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Posted On Sep 16, 26

Full-time 1 views Experience : Min 5 yrs required

Job Tags:

due diligence Estate and Trust estates gift tax inheritance Insurance ordinances Probate Profit Sharing Software trusts

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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Attorney in Short Hills, NJ (Remote)

Law Firm • **Members Only** Short Hills, NJ

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Posted On Sep 17, 26

Full-time 1 views Experience : Min 10 yrs required

Job Tags:

asset management Capital Markets family finance Immigration Insurance investment management marketing partnerships pension portfolio companies private equity sovereign wealth

Title Director, Global Private Markets Job Responsibilities Strategic Leadership - Support the execution of the Global Private Markets strategy and annual business plan. - Identify emerging trends, opportunities, and client needs across private equity, private credit, infrastructure, real assets, funds, secondaries, and other private capital...

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Attorney in Summit, NJ

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

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Posted On Sep 14, 26

Full-time 24 views

Job Tags:

banking equity hedge funds Insurance investment management private equity wealth management

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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Attorney in Cranford, NJ

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

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Posted On Sep 21, 26

Full-time 4 views Experience : Min 10 yrs required

Job Tags:

estates family fiduciary Insurance Taxation trusts Visa wealth transfer

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

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

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Posted On Aug 25, 26

Full-time Experience : Min 10 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Case Law criminal divorce Estate Planning estates family Family Law Labor and Employment LLC Probate trusts Wills

Title: Trusts & Estates Attorney Job Responsibilities: The Trusts & Estates Attorney at the law firm will be responsible for handling a wide range of trusts and estates matters. This includes drafting legal documents such as wills, trusts, powers of attorney, and...

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Attorney in Livingston, NJ

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

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Posted On Aug 14, 26

Full-time 1 views Experience : Min 10 yrs required

Job Tags:

family finance

Nonprofit industries with significant impact, demonstrating expertise in a major specialization area. - Exhibit deep technical skills and industry knowledge related to tax-exempt organizations. - Excel in engagement management and operational excellence. - Assist... clients in meeting their tax and daily compliance requi...

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Attorney in Livingston, NJ (Remote)

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

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Posted On Sep 01, 26

Full-time 1 views Experience : Min 8 yrs required

Job Tags:

criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other... sophisticated planning opportunities. - Lead the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy, qu...

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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 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 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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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 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

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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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 Aug 25, 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 Aug 31, 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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Trusts and Estates Attorney

Recruiter • **Members Only** Short Hills, NJ

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Posted On Aug 09, 26

Full-time 8 views Experience : 1-8 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks a Trusts and Estates Attorney with a New Jersey Bar License for a fully remote position. This role offers competitive compensation, benefits, and growth legal counsel on trusts and estates and review estate planning...

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Wealth Management Jobs in Millburn

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