Wealth Transfer Jobs in Bethpage

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Posted On Jul 13, 26
Full-time Experience : Min 3 yrs required

Title: Paralegal Job Responsibilities: - Draft and finalize estate planning documents such as wills, trusts, and advance directives. - Communicate with clients to gather information, review the legal processes, and provide updates as necessary. - Organize and maintain client files, correspondence, and records. - Coordinate...

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Posted On Aug 31, 26
Full-time 30 views Experience : Min 6 yrs required

Tax Manager - Private Client Services (Hybrid) ID 2025-6702 Job Locations US-NY-Melville The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...

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Full-time Experience : Min 5 yrs required

families on customized estate planning and wealth transfer strategies, including probate... proceedings and planning of complex estates. - Draft, review, and oversee estate planning documents such as wills, trusts, powers of attorney, advance directives, and related planning tools. - Handle all as...

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Full-time 1 views Experience : Min 6 yrs required

on estate, trust, and wealth transfer planning strategies -... Handle all aspects of estate and trust administration - Prepare and review federal and state estate tax returns - Conduct legal research and analysis on complex trusts and estates matters -...

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Posted On Aug 31, 26
Full-time 30 views Experience : Min 8 yrs required

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 Jul 07, 26
Full-time 2 views Experience : 1-3 yrs required

Title: Legal Assistant Job Responsibilities: 1. Secretarial/Administrative Duties: - Ordering office supplies - Scanning documents and properly titling them - Printing stamps and labels for mailings - Calendaring Fair Hearing/Court Notices 2. Estate Planning: - Drafting Power of Attorneys, Health Care Proxies, Trusts,...

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Full-time 50 views Experience : Min 10 yrs required

Title: Experienced Trusts & Estates Attorney - Estate Administration Experience: Minimum 10 years of Trusts & Estates Administration experience Department: Trust and Estate Group Salary: Competitive with major NYC firms Law Firm Seeking Experienced Trusts & Estates Attorney...

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Full-time 64 views Experience : 1-2 yrs required

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 Jun 17, 26
Full-time 45 views Experience : 2-5 yrs required

Title: Estate Administration Paralegal Job Responsibilities: The primary responsibilities of the Estate Administration Paralegal include managing various aspects of trust and estate administration. This involves direct communication with clients, their family members, accountants, and financial advisors. The role requires the preparation and...

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Full-time 52 views Experience : Min 5 yrs required

Title: Mid-Level Trusts & Estates Associate – Estate Planning or Estate Administration Job Responsibilities: The Mid-Level Trusts & Estates Associate will work within the Trust and Estate group, which is nationally recognized for providing high-level and complex tax, estate planning,...

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Posted On Aug 19, 26
Full-time 2 views Experience : Min 7 yrs required

engagements for high-net-worth individuals, family offices, and closely held entities. - Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns. - Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes. - S...

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Full-time 3 views Experience : Min 10 yrs required

planning, asset protection, and wealth transfer planning. - Handle... complex trust and estate administration matters. - Counsel clients regarding federal and state estate, gift, income, and fiduciary tax issues. - Work closely with attorneys throughout the law firm on tax,...

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Full-time 15 views Experience : Min 5 yrs required

Title: Private Client International Tax & Estate Planning Associate Job Responsibilities: The Private Client International Tax & Estate Planning Associate is responsible for advising on international tax matters and developing cross-border planning strategies that address complex multi-jurisdictional tax and legal considerations. The...

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Full-time 6 views Experience : Min 5 yrs required

Title: Private Client International Tax and Estate Planning Associate / Senior Associate Job Responsibilities: The Private Client International Tax and Estate Planning Associate / Senior Associate at the law firm will be responsible for advising on international tax matters and cross-border...

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Posted On Sep 07, 26
Full-time 39 views Experience : Min 9 yrs required

. Private Bank - Wealth Strategist - Executive Director Job... - Deliver the company's wealth planning resources to clients... the use of the Wealth Strategy Engagement Model and... Bank. - Provide unbiased, customized wealth planning guidance based on... deep client discovery and...

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Posted On Aug 31, 26
Full-time 14 views Experience : 6-6 yrs required

Title: Senior Tax Manager - Private Client Services (Hybrid) Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These clients...

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Full-time 1 views Experience : Min 4 yrs required

Title: Private Client Trusts & Estates Associate Attorney Job Responsibilities: The Private Client Trusts & Estates Associate Attorney will be part of a nationally recognized practice within the law firm's Private Client Department. The primary responsibilities include: - Estate planning...

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Posted On Jul 17, 26
Full-time 17 views Experience : 3-20 yrs required

OverviewA law firm seeks a Mid-Level Trusts and Estates Associate in New York, NY. This role involves working with high net worth clients on complex tax, estate planning, and asset preservation matters. The successful candidate will join a team of...

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