Wealth Transfer Jobs in Rutherford

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United States
Posted On Aug 07, 26
Full-time 109 views Experience : Min 3 yrs required

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......

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Posted On Aug 20, 26
Full-time 5 views Experience : 5-5 yrs required

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....

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Full-time 5 views Experience : 8-8 yrs required

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...

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 15 yrs required

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...

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Full-time 1 views Experience : Min 10 yrs required

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...

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Posted On Aug 01, 26
Full-time 46 views Experience : 3-5 yrs required

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....

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Posted On Aug 27, 26
Full-time 1 views Experience : 5-18 yrs required

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...

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Full-time 10 views Experience : Min 10 yrs required

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...

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Full-time 10 views Experience : Min 7 yrs required

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...

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Posted On Jul 29, 26
Full-time 19 views Experience : 1-12 yrs required

demonstrate a strong understanding of estate planning, trust administration, and wealth preservation strategies. This position... offers the opportunity to work closely with high-net-worth clients and families in crafting personalized estate and tax plans while growing within a collaborative and sophis...

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