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Wealth Transfer Jobs in Perth Amboy

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United States
Posted On Sep 18, 26
Full-time 2 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, and tax compliance. - Manage and oversee the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate taxation. This includes planning and executing client tax engagements. - Collaborate with specialists regarding...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer

of tax services, including wealth transfer, charitable and retirement... planning, and tax compliance. - Lead the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate taxation. This includes planning and executing client tax engagements that exceed client expectations and...

Posted On Sep 01, 26
Full-time 1 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements contracts Government Insurance insurance coverage Litigation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements contracts Government Insurance insurance coverage Litigation

Title: Paralegal Job Responsibilities: - Handle general administrative duties, including processing invoices, tracking payments, sorting and sending department mail, and ordering supplies. - Track deadlines and terminations of ongoing agreements with third parties and notify staff members when an agreement is due for...

Posted On Sep 02, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Current Asset Elder Law Estate and Trust Estate Planning estates fiduciary finance Financial Institutions health insurance Insurance Probate Software Transportation trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Current Asset Elder Law Estate and Trust Estate Planning estates fiduciary finance Financial Institutions health insurance Insurance Probate Software Transportation trusts

Title: Trusts & Estates Paralegal – Estate Administration & Probate Job Responsibilities: - Prepare probate and administration petitions, waivers and consents, citations, affidavits, and other Surrogate's Court documents. - Prepare and electronically file documents through NYSCEF and monitor filing requirements, court notices, and...

Posted On Jul 28, 26
Full-time 2 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
downstream Estate Planning health insurance Insurance LLC
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
downstream Estate Planning health insurance Insurance LLC

Title: Associate Attorney Job Responsibilities: The Associate Attorney will be responsible for providing legal oversight across the law firm's estate planning practice. The role includes managing and overseeing the timely, accurate, and consistent production of estate planning documents. The Associate Attorney will...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

estate, gift, trust, and wealth transfer planning, including strategies... such as GRATs, IDGTs, SLATs, charitable planning, and succession planning. - Advise on fiduciary income tax planning and compliance, specifically focusing on Forms 1041, 706, and 709. - Interpret and apply federal, state,...

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 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 43 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

Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Deliver the firm's wealth planning resources to clients... and prospective clients. - Assist clients in client-facing advocate for the Wealth Strategy Engagement Model and... Bank. - Provide unbiased, customized wealth planning guidance based on......

Posted On Sep 16, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
due diligence Estate and Trust estates gift tax inheritance Insurance ordinances Probate Profit Sharing Software trusts
Job Tags:
due diligence Estate and Trust estates gift tax inheritance Insurance ordinances Probate Profit Sharing Software trusts

the Trusts, Estates & Wealth Preservation group, collaborating closely... with attorneys and professionals to deliver outstanding service to clients. Key responsibilities include: - Preparing probate documents, court petitions, and related filings accurately and efficiently. - Preparing Federal and State Estate,...

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 25, 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 Jul 30, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Business Formation Estate and Trust estates Probate Software trusts Women
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Business Formation Estate and Trust estates Probate Software trusts Women

Title: Trusts & Estates Paralegal Job Responsibilities: - Prepare probate petitions for New Jersey and New York, along with other related forms. - Draft correspondence and meet with clients to notarize, witness, and sign documents, ensuring all legal deadlines are met. - Prepare federal...

Posted On Sep 14, 26
Full-time 5 views Experience : 7-18 yrs required
Job Tags:
banking mortgage loans Partnership private client shareholders wealth transfer
Job Tags:
banking mortgage loans Partnership private client shareholders wealth transfer

Title: Private Client Manager- Investments Job Responsibilities: The Private Client Manager- Investments is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client’s financial needs and offering the full array of the...

Posted On Aug 17, 26
Full-time 26 views Experience : 1-15 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

law firm in Short Hills, New Jersey, is actively seeking an accomplished Trusts and Estates Attorney with an independently developed client portfolio. This opening presents a unique opportunity for a legal professional who thrives on advising high-net-worth individuals, family offices,...

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