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Wealth Transfer Jobs in Deer Park

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United States
Posted On Sep 14, 26
Full-time 30 views Experience : Min 6 yrs required
Job Tags:
criminal estates family finance H-1B Insurance LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B Insurance LLC private client trusts Visa wealth transfer

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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Posted On Jul 29, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning estates family fiduciary Genetics Harassment Probate trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning estates family fiduciary Genetics Harassment Probate trusts wealth transfer Wills

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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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

The ideal candidate will have a minimum of 10 years’ experience in complex and sophisticated estate planning, transfer tax issues, and estate... administration. A portable book of business is preferred. This opportunity allows the candidate to become part of a...

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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 Jul 07, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
doctors Elder Law Estate Planning Medicaid Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
doctors Elder Law Estate Planning Medicaid Probate Software trusts Wills

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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Posted On Sep 21, 26
Full-time 50 views Experience : Min 10 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: 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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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 23, 26
Full-time 45 views Experience : 2-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates family International Law partnerships pleadings restructuring trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates family International Law partnerships pleadings restructuring trusts Wills

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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Posted On Sep 23, 26
Full-time 52 views Experience : Min 5 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: 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 31, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client trusts wealth transfer
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client trusts wealth transfer

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 Aug 22, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Tax - International Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Estate & Tax Planning Tax - International Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

Title Private Client International Tax and Estate Planning Associate / Senior Associate Job Responsibilities The role involves advising on international tax matters and cross-border planning strategies, addressing complex multi-jurisdictional tax and legal considerations. The candidate will develop sophisticated estate planning and tax-efficient restructuring...

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Posted On Sep 15, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
equity Estate Planning estates gift tax Immigration Permanent Residency spouse
Practice Area:
Tax - Private Client Services Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
equity Estate Planning estates gift tax Immigration Permanent Residency spouse

Title: International Estate Planning Senior Associate/Counsel/Junior Partner Job Responsibilities: The International Estate Planning Attorney will be responsible for providing legal guidance and estate planning services to clients with international considerations. Key responsibilities include: - Advising . clients with foreign assets on structuring to...

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

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. - Serve as... a primary point of contact for...

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Posted On Sep 18, 26
Full-time 1 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

of tax services, including wealth transfer, charitable, and retirement... planning, as well as tax compliance. - Manage and oversee the engagement team, focusing on individual, fiduciary, gift, generation skipping, and estate taxation. This involves planning and executing client tax engagements. - Collaborate...

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Posted On Sep 25, 26
Full-time 2 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: - Prepare and review complex federal, state, and local individual tax returns and related workpapers. - Support tax compliance engagements for high-net-worth individuals, families, trusts, and estates. - Prepare...

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Posted On Sep 01, 26
Full-time 3 views Experience : Min 10 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
Asset Protection Estate Planning estates fiduciary Insurance Taxation trusts wealth transfer Wills
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General Tax - General
Job Tags:
Asset Protection Estate Planning estates fiduciary Insurance Taxation trusts wealth transfer Wills

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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Posted On Aug 12, 26
Full-time 27 views Experience : 1-12 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

clients on intricate estate planning matters, guiding them through asset preservation and wealth transfer strategies. The ideal... candidate will possess a strong foundation in estate law and be eager to build a dynamic practice within a collaborative, high-caliber environment. Primari...

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