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Wealth Management Jobs in Oyster Bay

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United States
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 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...

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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...

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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
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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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 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 18, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning Trusts and Estates - General
Job Tags:
Alternative Dispute Resolution commercial litigation Elder Law Estate Planning Insurance Litigation
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning Trusts and Estates - General
Job Tags:
Alternative Dispute Resolution commercial litigation Elder Law Estate Planning Insurance Litigation

estate administration, and guardianships. - Assist senior attorneys with a focus on estate litigation and related legal matters. - Engage in commercial litigation arising from estate disputes. - Provide support for Surrogate’s Court filings, litigation preparation, and case management. - Participate in litigation t......

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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 11, 26
Full-time 9 views Experience : 1-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks a seasoned Estate Planning Attorney for their Melville, NY office. The ideal candidate will have a strong background in wills, trusts, probate, and asset protection strategies, with proven experience in managing complex client matters and providing...

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