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Wealth Transfer Jobs in Trenton

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United States
Posted On Aug 03, 26
Full-time 6 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills

trusts, and business planning documents. - Advise clients on estate, gift, GST tax, and income tax matters, focusing on estate and tax planning for mid to high net worth individuals and families, as well as income tax, transfer tax, and ch...

Posted On Aug 24, 26
Full-time 1 views Experience : 1-4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action equity Estate and Trust Estate Planning fiduciary gift tax Insurance Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action equity Estate and Trust Estate Planning fiduciary gift tax Insurance Probate

Assist with drafting estate planning and business succession documents for high-net-worth individuals and business owners. - Support income, gift, estate, and generation-skipping transfer tax planning analyses. - Contribute... to charitable planning and tax-exempt organization matters. - Involve in estate and trust administration,...

Posted On Sep 10, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning fiduciary general litigation Insurance Litigation pleadings Probate probate litigation
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning fiduciary general litigation Insurance Litigation pleadings Probate probate litigation

Title: Paralegal Job Responsibilities: - Support estate and trust administration matters, including drafting probate court pleadings, notices, inventories, accountings, fiduciary documents, and proposed distribution schedules. - Track and manage deadlines related to probate proceedings, court filings, tax filings, hearings, and procedural requirements to...

Posted On Sep 28, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
equity Estate Planning gift tax health insurance Insurance Transportation
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
equity Estate Planning gift tax health insurance Insurance Transportation

Title: Associate Attorney - Tax & Estate Planning Job Responsibilities: The associate attorney will be an integral part of the Tax & Estate Planning group, responsible for a range of legal tasks essential to the department's operations. The key responsibilities include: - Preparation...

Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... business-owning families, and owners of private wealth. You will advise on... a variety of matters involving family, business entities, and private wealth management. This includes handling... High Net Worth Individuals’...

Posted On Sep 22, 26
Full-time Experience : 5-6 yrs required
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

to business owners, business-owning families, and owners of private wealth. Advising on matters involving... family, business entities, and private wealth management, including High Net... Worth Individuals' personal business matters, family and business governance, wealth transfer succession, family constitutions,... and...

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: - 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 14, 26
Full-time 5 views Experience : 2-8 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General

a strong background in estate, gift, and income tax planning for high-net-worth clients on wealth transfer and charitable planning... estate tax projections and review estate and gift tax with CPA firms to ensure accurate tax filings an...

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