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Wealth Transfer Jobs in Kearny

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United States
Posted On Aug 03, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Commercial Law Estate Planning estates family limited liability companies partnerships trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Commercial Law Estate Planning estates family limited liability companies partnerships trusts wealth transfer Wills

implementation of wills and trusts. - Handle trust and estate administration matters. - Counsel clients on business succession planning and family wealth transfer strategies. - Provide... guidance on charitable and philanthropic planning. - Structure and implement family partnerships, family limited...

Posted On Aug 01, 26
Full-time 46 views Experience : 3-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates trusts

Title: Trust & Estates Legal Assistant Job Responsibilities: The Trust & Estates Legal Assistant will operate under general supervision and will be responsible for executing a variety of secretarial and administrative tasks to support attorneys within the Trusts and Estates Practice Group....

Posted On Sep 14, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute a strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current planning tools landscape to identify gaps...

Posted On Jul 03, 26
Full-time 6 views Experience : Min 6 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Compliance Corporate - Contract Law Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Securities and Capital Markets Corporate - Compliance Corporate - Contract Law Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

& Compliance - Private Wealth Legal Group - Securities... role within the Private Wealth Public Funds Legal group,... specifically focusing on the **Members Only,** Real Estate Income Trust (BREIT). The primary responsibilities include: - Preparing and reviewing public offering materials, such as...

Posted On Sep 14, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Tax - Federal Tax - International Tax - Transfer Pricing Tax - M&A and Transactions Tax-General Practice (Transaction) Tax - General
Job Tags:
asset management banking derivatives equity finance Financial Institutions Government Investment Banking investment management lending marketing Partnership partnerships REITs Taxation trusts wealth management
Practice Area:
Tax - Federal Tax - International Tax - Transfer Pricing Tax - M&A and Transactions Tax-General Practice (Transaction) Tax - General
Job Tags:
asset management banking derivatives equity finance Financial Institutions Government Investment Banking investment management lending marketing Partnership partnerships REITs Taxation trusts wealth management

connection with Asset and Wealth Management products and services,... including wealth management and private banking,... investment solutions, product development (including alternative investments), and retail financial services (including retail banking, investment products, and consumer lending). - Coordinate and communicate effectively with colleagues,...

Posted On Sep 17, 26
Full-time 1 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: As a Tax Senior in the Individual Tax Services – High Net Worth group at the company, the candidate will be responsible for a variety of tasks...

Posted On Sep 23, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Finance - Financial Services Regulation Corporate - General
Job Tags:
Capital Markets Domestic Violence equity ERISA finance fund formation growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Finance - Financial Services Regulation Corporate - General
Job Tags:
Capital Markets Domestic Violence equity ERISA finance fund formation growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

business environment, focusing primarily on registered funds and Business Development Companies (BDCs) within the Private Wealth Group. The attorney will... handle a range of legal and general corporate matters, with specific responsibilities including: - Participating in the design, launch, and management...

Posted On Sep 22, 26
Full-time 5 views Experience : 5-5 yrs required
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer

forefront of providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. Key responsibilities include: - Leading... the delivery of tailored tax advice and compliance solutions for complex family and business structures....

Posted On Sep 22, 26
Full-time 5 views Experience : 8-8 yrs required
Practice Area:
Tax - Private Client Services Tax - International Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer
Practice Area:
Tax - Private Client Services Tax - International Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer

be expected to provide personal and private tax advice and compliance requirements to business owners, business-owning families, and owners of private wealth. This involves advising on... matters involving family, business entities, and private wealth management. Specific responsibilities include: -... Leading the...

Posted On Jun 19, 26
Full-time 11 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
equity Estate Planning estates family fiduciary fiduciary litigation Insurance Profit Sharing Transportation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
equity Estate Planning estates family fiduciary fiduciary litigation Insurance Profit Sharing Transportation trusts wealth transfer

Title: Non-Equity Partner, Trusts & Estates Job Responsibilities: Leadership Responsibilities: - Practice Management & Development: - Assist the Practice Lead in expanding the Trusts & Estates practice. - Develop junior and mid-level associates. - Establish efficient workflows and quality control measures for document...

Posted On Jun 23, 26
Full-time 10 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
criminal Domestic Violence Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Immigration Litigation private client Probate spectrum Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
criminal Domestic Violence Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Immigration Litigation private client Probate spectrum Taxation trusts wealth transfer

families, and family offices on sophisticated estate, gift, generation-skipping transfer tax, and wealth preservation planning strategies, with... a strong emphasis on international tax and cross-border planning considerations. - Counseling clients regarding federal and state transfer tax issues, wealth transfer techniques...

Posted On Sep 07, 26
Full-time 16 views Experience : 4-7 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
equity Estate and Trust Estate Planning estates family health insurance Insurance partnerships trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
equity Estate and Trust Estate Planning estates family health insurance Insurance partnerships trusts wealth transfer Wills

Job Title: Private Wealth Services Associate Job Responsibilities: - Advise... gift, estate, and generation-skipping transfer taxes. - Structure and implement... may include wills, revocable and irrevocable trusts, family limited partnerships, and LLCs. - Counsel clients on wealth preservation, business succession planning,... and philanthropic...

Posted On Jul 07, 26
Full-time 6 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer

Title: Trust Counsel Job Responsibilities: - Wealth Planning: - Provide clients... of their estate and wealth transfer plans, including making... recommendations and offering financial illustrations. - Collaborate with internal team members and external professional advisors to gather all relevant information, ensuring coordinated...

Posted On Aug 08, 26
Full-time 42 views Experience : 4-20 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

prestigious law firm based in New York City is seeking a highly accomplished Partner specializing in Trusts and Estates. The ideal candidate will possess a proven track record of success in client acquisition and maintaining a portable book of business....

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