Title: Agency Attorney Job Responsibilities: The Agency Attorney at the **Members Only** plays a crucial role in the Legal unit, handling various legal issues related to CPLR Article 78 proceedings, pensions and benefits, Employment Law, Family Law (including Domestic Relations Orders, Income Execution...
Title: Estate Planning Strategist - Executive Director Job Responsibilities: - Collaborate with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. - Work closely...
Title: Estate Administration Attorney Job Responsibilities: - Oversee and manage the full range of estate administration tasks, including probate, trust administration, and asset distribution. - Provide expert legal advice to clients regarding the probate process, estate planning, trust administration, and estate tax. - Draft...
Title: Domestic Estate Planning Associate Job Responsibilities: The Domestic Estate Planning Associate will join the Private Client and Tax team at the law firm. The primary responsibilities of this role include: - Handling a comprehensive range of private client practices, trust, and estate...
Title Trusts & Estates Attorney (4-6 yrs) Job Responsibilities The Trusts & Estates Attorney will be responsible for providing legal advice to both corporate and individual clients in matters related to succession planning, tax planning, estate planning, estate and trust administration,...
Title: Trusts & Estates Attorney (4-6 yrs) Job Responsibilities: The Trusts & Estates Attorney will be responsible for providing legal advice and services to both corporate and individual clients in the areas of succession planning, tax planning, estate planning, estate and trust...
Title Associate Attorney - Trusts & Estates Job Responsibilities - Drafting and reviewing sophisticated estate planning documents, including Wills and Trusts - Handling estate and trust administration matters from inception through completion - Managing probate proceedings and Surrogate’s Court filings...
firm is seeking a dedicated and detail-oriented full-time paralegal to join our Trusts & Estates department. The role involves preparing, reviewing, and interpreting estate planning documents such as Wills and Trusts to effectively determine the course of action required to...
Title: **Members Only** Wealth Planner Job Responsibilities: The **Members Only** Wealth Planner collaborates closely with Private Bankers and other team members within the Private Client Product Services group to develop, deliver, and implement customized wealth structuring services. These services include proactive estate...
Title Paralegal - Trusts and Estates Job Responsibilities The Paralegal in the Trusts and Estates department at the law firm is responsible for a variety of tasks related to the preparation and management of legal documents and processes. Key responsibilities include: - Preparing legal...
Title: Estate Planning Attorney Job Responsibilities: - Serve as a Counselor: Engage with current and prospective clients to discuss significant life challenges and legal needs. - Educate Clients: Simplify and explain complex legal concepts in a manner that is easy for clients to...
Title: Estates Legal Assistant Job Responsibilities: - Assist in preparing and filing New York (NY) and New Jersey (NJ) Estate documents in surrogate’s courts. - Draft various legal documents including Petitions/Applications for Appointment, Letters of Administration, Adequacy Orders, Wrongful Death Compromises, Family settlement...
Title: Senior Associate - Trusts & Estates Job Responsibilities: - Draft and refine complex estate planning instruments, including wills, revocable and irrevocable trusts, powers of attorney, health care proxies, and related documents. - Guide clients and fiduciaries through the full lifecycle of estate...
Title: Tax Legal Business Services - Legal Entity Management - Senior Consultant Job Responsibilities: As a Senior Consultant in Legal Entity Management, you will play a pivotal role in enabling clients' annual governance processes with a focus on United States compliance....
Title: Structured Finance - Tax Associate Job Responsibilities: The Structured Finance - Tax Associate at the law firm is expected to be a hardworking and dedicated team player with a focus on transactional tax experience. The associate will be responsible for managing...
Title Partner Tax Preparation Advisor Manager Job Responsibilities - Provide tax compliance and planning guidance to the owners of Company across the US. - Supervise, develop, and coach teams to ensure they deliver high-quality client services. - Manage client service...
Title: Tax - Associate Job Responsibilities: The associate will join the Tax practice area team with a focus on M&A/private equity. The responsibilities include working on complex tax matters related to mergers and acquisitions, and private equity transactions. The role requires...
Title: Legal Assistant/Paralegal Job Responsibilities: - Answer incoming calls and route messages appropriately - Schedule client appointments, document signings, and real estate closings - Draft letters, forms, and legal documents under attorney supervision - Organize and maintain digital and physical case files - Greet clients and...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will engage in a variety of tasks to support the legal needs of clients in the area of wills and estates. Responsibilities include: - Meeting and consulting with clients to understand their needs and provide...
area. - Prepare New Jersey inheritance tax returns and federal... estate and gift tax returns. - Manage trust accountings and oversee estate administration tasks. - Utilize strong analytical skills and attention to detail in all tasks. - Maintain excellent organizational and communication skills to...
Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for...
Title: Trust & Estate Attorney Job Responsibilities: The Trust & Estate Attorney will be responsible for working with clients to identify and meet their unique needs through customized estate planning. This includes designing wills, trusts, beneficiary designations, and other essential documents to...
Title: Trust & Estate Attorney (Several Openings) Job Responsibilities: - Work with clients to identify their unique needs and create plans that meet those needs. - Design wills, trusts, beneficiary designations, and other documents needed to transfer and protect assets....
Title: Attorney - Estate Planning and Elder Law Job Responsibilities: As an Estate Planning and Elder Law Attorney at the law firm, you will be entrusted with managing client matters from inception to completion. This includes conducting consultations, design meetings, strategy...
Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal at the law firm will be responsible for managing multiple estate planning and estate administration files from inception to completion. This role requires the candidate to utilize the firm's proven systems, checklists,...
Available: Staff Attorney Job Title: Staff Attorney Job Responsibilities: The Staff Attorney at the organization will lead the development and implementation of the Trans Family Stabilization Program, funded by the New York State Department of Health’s AIDS Institute. The primary responsibilities include providing comprehensive,...
Title: Legal Assistant Job Responsibilities: - Handle telephone calls and scheduling for the estate planning and elder law practice. - Answer questions from clients and assist them with their everyday needs in a productive and timely manner. - Adapt, work independently, and support families...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal in the Trusts and Estates department at the law firm will be responsible for managing estate administration matters for both taxable and non-taxable estates. Key responsibilities include: - Interacting with a wide variety...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal in the Trusts and Estates department at the law firm is responsible for assisting multiple attorneys in estate administration matters, including both taxable and non-taxable estates. Key responsibilities include: - Interacting with a...
Title: Paralegal - Trusts and Estates Job Responsibilities: The position involves working on estate administration matters for both taxable and non-taxable estates. Key responsibilities include: - Interacting with a wide variety of clients in person, on the phone, via email, and video conferencing. -...
Title: Paralegal - Trusts and Estates Job Responsibilities: A Paralegal in the Trusts and Estates Department at the law firm is responsible for a range of duties that support the administration of both taxable and non-taxable estates. The primary responsibilities of this...
Title: Paralegal - Trusts and Estates Job Responsibilities: - Work on estate administration matters for both taxable and non-taxable estates. - Interact with a wide variety of clients in person, on the phone, via email, and video conferencing. - Draft, edit, and review probate...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal in the Trusts and Estates department at the law firm will be responsible for a variety of tasks related to estate administration for both taxable and non-taxable estates. Key responsibilities include: - Interacting...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Trusts & Estates Team at the law firm is seeking a Paralegal to assist multiple attorneys in estate administration matters for both taxable and non-taxable estates. The responsibilities of this role include: • Interacting...
Title: Paralegal, Private Wealth Job Responsibilities: The Paralegal, Private Wealth is tasked with supporting the Private Wealth lawyers in various administrative and legal functions related to client estates, estate planning, and trust accounting. The essential duties and responsibilities include: - Administering estates by...
Title: Legal Trust & Estates Administrative Assistant Job Responsibilities: The Legal Trust & Estates Administrative Assistant at the law firm is responsible for a variety of administrative tasks that support attorneys and paralegals. Key responsibilities include: - Creating, revising, and formatting legal documents,...
Title: Corporate Tax Counsel Job Responsibilities: The Corporate Tax Counsel position at the company involves a range of responsibilities within the Tax, Reinsurance, and Financial Counseling unit of the department. The primary focus of this role is to advise on federal, international,...
Title: Staff Attorney, Community & Economic Development Program Job Responsibilities: The Staff Attorney in the Community & Economic Development (CED) Program will be part of a diverse and collaborative team of transactional CED attorneys working to defend community institutions and small...
Title: Practice Innovation Lawyer – Tax Job Responsibilities: Innovation Leadership: - Partner with the Tax Practice Group leadership team to identify, prioritize, and deliver strategic innovation initiatives. - Collaborate with the Practice Group to design solutions that integrate people, process, data, and technology to...
Title: Taxation & Estate Associate Job Responsibilities: - Represent clients in probate, administration, trusts, fiduciary, and beneficiary matters. - Engage in all phases of trust and estate administration, including the preparation of estate tax returns. - Provide litigation support and manage fiduciary accountings. - Collaborate...
OverviewA law firm seeks an Associate Attorney with over 2 years of experience in Trusts and Estates to join their practice in New York City, NY. This position offers the opportunity to work independently on estate planning and administration while...