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Wealth Transfer Jobs in Nesconset

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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...

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...

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...

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...

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...

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...

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...

Posted On Aug 15, 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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