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Wealth Transfer Jobs in New Rochelle

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United States
Posted On Aug 19, 26
Full-time 2 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

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...

Posted On Sep 10, 26
Full-time 22 views Experience : Min 5 yrs required
Practice Area:
Corporate - Private Equity Corporate - Asset/Investment Management Corporate - M&A
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Private Equity Corporate - Asset/Investment Management Corporate - M&A
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

Title: Vice President, Legal and Compliance Division - Capital Markets and Private Markets Job Responsibilities: The Vice President in the Legal and Compliance Division will provide legal coverage for the Capital Markets and Private Markets businesses within the company. The attorney will focus...

Posted On Jul 13, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Private Equity Corporate - General
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Securities and Capital Markets Corporate - Private Equity Corporate - General
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

Title: Capital Markets / Private Markets Attorney Job Responsibilities: - Provide legal coverage for the Capital Markets and Private Markets businesses at the company, with a focus on the Private Securities transactional business. - Work closely with a team of seven capital markets...

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,...

Posted On Jun 22, 26
Full-time 15 views Experience : Min 5 yrs required
Practice Area:
Tax - International Tax - Private Client Services Tax - M&A and Transactions Real Estate - Tax Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family grantor trust Immigration private client restructuring trusts
Practice Area:
Tax - International Tax - Private Client Services Tax - M&A and Transactions Real Estate - Tax Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family grantor trust Immigration private client restructuring trusts

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...

Posted On Aug 22, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Tax - Private Client Services Tax - International Estate & Tax Planning Tax - General Trusts and Estates - 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 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...

Posted On Sep 07, 26
Full-time 39 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

. 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...

Posted On Aug 31, 26
Full-time 14 views Experience : 6-6 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

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...

Posted On Jun 16, 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...

Posted On Jun 16, 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...

Posted On Jun 17, 26
Full-time 45 views Experience : 2-5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates family International Law partnerships pleadings restructuring trusts Wills
Practice Area:
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...

Posted On Jun 17, 26
Full-time 52 views Experience : Min 5 yrs required
Practice Area:
Elder Law Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
developers Estate Planning estate tax estates family International Law partnerships restructuring trusts Wills
Practice Area:
Elder Law Probate Estate & Tax Planning 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,...

Posted On Aug 07, 26
Full-time 109 views Experience : Min 3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates Probate trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates Probate trusts

all aspects of the administration of estates. The successful candidate will have excellent communication and organizational skills and attention to detail. Responsibilities: • Preparation of probate/court documents • Gathering information for the transfer/liquidation of assets • Preparation......

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,...

Posted On Aug 27, 26
Full-time 1 views Experience : 5-18 yrs required
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer

Title: Senior Trust Officer Job Description: This position is centered on managing fiduciary and investment management accounts for high-net-worth clients, including multi-generational families. Key responsibilities entail overseeing the administration and business development of complex investment management and trust accounts. The role...

Trusts & Estates Attorney

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Posted On Jul 27, 26
Full-time 26 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

estate administration matters, guiding clients through every stage of wealth transfer and Overview... A law firm invites applications from an attorney with 1–6 years of hands-on experience in legacy preservation and estate settlement. The successful candidate will handle end-...

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