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Wealth Management Jobs in Pompton Plains

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United States
Posted On Aug 04, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning health insurance Insurance Software Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning health insurance Insurance Software Wills

the Position We are seeking an experienced, detail-oriented Estate Planning Paralegal to join our growing law firm. The ideal candidate will have a strong background in estate planning, exceptional organizational skills, and the ability to manage multiple matters while providing outstanding...

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Posted On Aug 30, 26
Full-time 2 views
Practice Area:
Guardianship and Conservatorship Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Guardianship
Practice Area:
Guardianship and Conservatorship Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Guardianship

Title: Contract Legal Assistant Job Responsibilities: The Contract Legal Assistant will provide essential on-site support to attorneys at the law firm. The primary responsibilities include: - Preparing and organizing legal documents to ensure accuracy and compliance with legal standards. - Maintaining and updating client...

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Posted On Aug 20, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates Software trusts Wills

Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Assistant is responsible for supporting attorneys within the Trusts and Estates practice. Key duties include: - Preparing and organizing legal documents such as wills, trusts, powers of attorney, and estate...

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Posted On Sep 07, 26
Full-time 39 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

Analyst Program: Opportunities in Wealth Management and Financial Planning... at Goldman Sachs H1 Heading: Summer Analyst Program at Goldman Sachs: A Experience H2 Heading: Wealth Management and Financial Planning:... Summer Analyst Program in Wealth Management and Financial Planning......

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Posted On Sep 18, 26
Full-time Experience : Min 8 yrs required
Job Tags:
conflict resolution Energy fiduciary marketing private client startup
Job Tags:
conflict resolution Energy fiduciary marketing private client startup

other tax returns, ensuring accuracy and alignment with strategic planning. - Conduct advanced tax research and draft technical memoranda addressing complex issues. - Design and implement tax planning strategies that optimize wealth preservation, charitable giving, and... succession planning for founders and tech...

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Posted On Aug 14, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
family finance
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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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
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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Posted On Sep 21, 26
Full-time 11 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

- Provide advanced estate, gift, trust, and wealth transfer planning, including GRATs,... IDGTs, SLATs, charitable planning, and succession strategies. - Advise on fiduciary income tax planning and compliance (Forms 1041, 706, 709). - Interpret and apply federal, state, and local...

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Posted On Sep 10, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Litigation - Commercial Litigation - Trusts & Estates - Plaintiffs Adoption Law Divorce Law Family Law - General Trusts and Estates - General
Job Tags:
civil litigation commercial litigation document review Family Law health insurance Litigation pleadings Software
Practice Area:
Litigation - Commercial Litigation - Trusts & Estates - Plaintiffs Adoption Law Divorce Law Family Law - General Trusts and Estates - General
Job Tags:
civil litigation commercial litigation document review Family Law health insurance Litigation pleadings Software

correspondence in both English and Spanish. - Conduct legal research using platforms such as Westlaw and LexisNexis to support litigation strategies. - Manage case files through MyCase and other document management systems, ensuring confidentiality and... organization. - Interview clients, witnesses, and other sta...

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Posted On Sep 16, 26
Full-time 4 views Experience : Min 1 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Estate and Trust family Family Law fiduciary Guardianship health insurance Insurance Litigation pleadings Probate probate litigation
Practice Area:
Trusts and Estates - General
Job Tags:
Estate and Trust family Family Law fiduciary Guardianship health insurance Insurance Litigation pleadings Probate probate litigation

Title: Estate Administration & Litigation Attorney Job Responsibilities: Case Strategy & Client Leadership - Strategic Counsel: Serve as the primary legal advisor to executors, administrators, trustees, and guardians. Provide clear and empathetic explanations of complex fiduciary roles and legal mechanisms. - Department Oversight: Collaborate...

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Posted On Sep 20, 26
Full-time 3 views Experience : Min 1 yrs required
Practice Area:
General Practice - Transactional & Litigation Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
agreements Bankruptcy Litigation commercial litigation consumer protection depositions estates family fiduciary Insurance Litigation Partnership pleadings Probate probate litigation securities litigation trusts trusts and estates litigation
Practice Area:
General Practice - Transactional & Litigation Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
agreements Bankruptcy Litigation commercial litigation consumer protection depositions estates family fiduciary Insurance Litigation Partnership pleadings Probate probate litigation securities litigation trusts trusts and estates litigation

Title Commercial and Trusts & Estates Litigation Attorney Job Responsibilities - Conduct in-depth legal research and analysis to support litigation matters, including commercial disputes and trusts & estates litigation such as will contests, fiduciary disputes, accounting proceedings, and probate litigation. - Draft and prepare...

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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 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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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 Sep 16, 26
Full-time 2 views Experience : Min 8 yrs required
Job Tags:
family finance guardian H-1B wealth management
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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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 Sep 22, 26
Full-time Experience : Min 4 yrs required
Job Tags:
family finance H-1B regulatory compliance wealth management
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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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
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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Posted On Sep 07, 26
Full-time 63 views Experience : 3-8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Overview: A law firm is seeking a Trust and Estates Associate Attorney with 4+ years of broad experience to support senior attorneys in all estate planning and administration aspects. The ideal candidate will have a strong trust and estate law...

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