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...
customized estate planning. This includes designing wills, trusts, beneficiary designations, and other essential documents to transfer and protect assets. The... attorney will also work with small business owners to design and implement business succession plans. The role involves representing high-net-...
wills, trusts, beneficiary designations, and other documents needed to transfer and protect assets. -... Collaborate with small business owners to design and implement business succession plans. - Counsel fiduciaries, owners of closely held businesses, universities, and other charitable and tax-exemp...
Job 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...
Title: Senior Tax Manager - Private Client Services (Hybrid) Job Responsibilities: Senior Managers in the Private Client Services practice are responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Trusts & Estates Paralegal will work under the supervision of attorneys within the Corporate Department at a law firm to support various corporate and commercial transactions. The paralegal will be part of a...
Title: Estate Administration Senior Associate Attorney Job Responsibilities: - Handle all aspects of probate and estate administration, including the preparation and filing of petitions, inventories, fiduciary accountings, notices, waivers, and related documents for the Surrogate’s Court. - Coordinate and communicate effectively with executors,...
and administration, including fiduciary tax and accounting. - Prepare gift and estate tax returns and handle estate controversies and audits. - Address complex valuation issues. - Provide estate and wealth planning services for high... net worth individuals and families. - Advise clients on inco...
Title: Legal Assistant - Paralegal Job Responsibilities: The Legal Assistant - Paralegal role at the law firm involves a variety of responsibilities primarily centered around secretarial/administrative tasks, estate planning, estate administration, and Medicaid applications. The position requires the individual to undertake the...
Title: Legal Assistant - Paralegal Job Responsibilities: SECRETARIAL/ADMINISTRATIVE: - Ordering office supplies - Scanning and properly titling documents - Printing stamps and labels for mailings - Calendaring Fair Hearing/Court Notices ESTATE PLANNING: - Drafting Power of Attorneys, Health Care Proxies, Trusts, Pour-over Wills, Certification of Trusts, and related...
Review and oversee the drafting of complex estate planning documents, such as revocable and irrevocable trusts and wills. - Advise clients on estate, gift, and generation-skipping transfer tax strategies. - Coordinate with... accountants and financial advisors to create integrated tax and wealt...
Title: Private Client Trusts & Estates Associate / Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate / Senior Associate will be responsible for working within the Private Client Department, focusing on high-net-worth trust and estate planning and administration. Key...
. Private Bank - Wealth Advisor - Executive Director Job... Responsibilities: - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the Bank to serve in a current or future fiduciary capacity. - Serve as a resource for clients...
family offices, and legacy wealth holders, on complex estate... planning, wealth transfer strategies, and sophisticated... estate and gift tax mitigation. - Develop strategies for estate, gift, and generation-skipping transfer (GST) tax. - Design and... implement advanced estate plan...
estate, gift, and generation-skipping transfer tax matters. - Draft and... review sophisticated estate planning documents, including Grantor Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime Access Trusts (SLATs), Qualified Terminable Interest Proper...
a variety of administrative tasks to support attorneys and paralegals. Key responsibilities include: - Drafting and finalizing estate planning documents such as Last Will & Testament, Power of Attorney, Health Care Proxy, Transfer of Assets, and Trusts... in accordance with attorney...
managing the day-to-day administrative tasks to support multiple attorneys and paralegals effectively. Key responsibilities include: - Drafting and finalizing estate planning documents such as Last Will & Testament, Power of Attorney, Health Care Proxy, Transfer of Assets, and Trusts,... following attorneys'...
Title: Private Client Services Associate - Junior to Mid-Level Job Responsibilities: The Private Client Services Associate will be part of the Private Client Services Group at a law firm. The associate will work on sophisticated and highly sensitive matters for...
Title: Private Client Services Associate - Junior to Mid-Level Job Responsibilities: The Private Client Services Associate will be part of a team that handles sophisticated and highly sensitive matters for clients. The responsibilities include providing top-tier counseling on a wide variety of...
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...
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...
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...
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,...
Title: Paralegal - Estates and Trusts Job Responsibilities: - Draft basic and advanced estate planning documents, including wills, powers of attorney, and trust instruments - Prepare and file probate pleadings, notices, inventories, and accountings - Assist with trust funding, asset collection, and property transfers -...
within the law firm. Key responsibilities include: - Identifying clients' unique needs and crafting estate plans tailored to those needs, including the design of wills, trusts, beneficiary designations, and other asset transfer and protection documents. -... Collaborating with small b...
but not limited to: - Working with clients to identify their unique needs and creating customized plans to meet those needs, including designing wills, trusts, beneficiary designations, and other documents necessary to transfer and protect assets. -... Collaborating with...
Job Title: PWM Wealth Strategist Job Responsibilities: The PWM Wealth... Strategist is responsible for... collaborating with the Wealth Management Advisor to initiate... these clients into Private Wealth Management, participating in client... processes, and working alongside wealth management specialists to deepen... and expand...
Title: Financial Services - Wealth and Asset Management -... a manager in the Wealth & Asset Management practice... at the company, the primary responsibilities include managing and coordinating tax compliance and advisory work for clients. The role involves working on...
Title: Private Client Manager II Job Responsibilities: The role of a Private Client Manager II involves expanding client relationships by identifying opportunities to deepen existing connections. Key responsibilities include advising on clients’ financial needs and leveraging the full array of the Private...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company’s Private division offers the chance to assist private companies with business advisory needs, including audit, tax compliance, and planning,...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice, within the department, involves assisting private companies with various business advisory needs, including audit, tax compliance, and planning. The goal is to enhance...
Title Tax Senior Associate - Personal Financial Services Job Responsibilities The role of a Tax Senior Associate in the Personal Financial Services practice involves working as part of a team to solve complex business issues from strategy to execution. Responsibilities...
team that assists private companies and high net worth individuals with a variety of business advisory needs. Responsibilities include: - Providing audit, tax compliance, and planning services to improve operational efficiency and focus on personal wealth strategy. - Assisting clients in... dev...
entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning,... and estate planning. - Take on the primary review of complex tax returns and maintain reg...
and related entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning,... and estate planning. - Conduct primary reviews of complex tax returns and maintain regula...
focus on providing tax and consulting services to high net worth individuals, specifically in areas of individual income tax, wealth transfer and succession planning,... and international tax. Responsibilities include: - Demonstrating extensive technical skills with tax compliance assignments for indi...
Tax Manager - Private Client Services (Hybrid) ID 2025-6702 Job Locations US-NY-Melville The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Manager - Private Client Services (Hybrid) ID 2025-6753 Job Locations US-NY-New York The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Title: Paralegal (Associate) Job Responsibilities: The Paralegal (Associate) at the company will be part of the in-house Legal team supporting the corporate and funds distribution group. The role involves various responsibilities that include: - Drafting, reviewing, and maintaining investment fund distribution agreements, placement...
Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...
Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...
Title: Associate Attorney - Hybrid Position NYC Job Responsibilities: As an Associate Attorney at the law firm, you will be responsible for managing all aspects of active legal matters, primarily focusing on New York and New Jersey Surrogate’s Courts, Article 81 Guardianship...
firm, providing comprehensive legal services in estate planning, estate and trust administration, fiduciary litigation, and transfer tax issues. The primary... responsibilities include: - Drafting sophisticated estate planning documents tailored to the needs of individuals, families, family offices, and corporate fiduciaries. - Managi...
Title: Paralegal Job Responsibilities: - Provide administrative oversight of the intake process including entering and tracking new client inquiries, scheduling attorney consultations, sending intake packets, invoices, and engagement letters, and opening new files. - Track and manage workflow for estate planning matters to...
OverviewA law firm seeks a Senior Estate Administration Associate Attorney in Mt. Kisco, NY. The ideal candidate will have extensive experience in managing complex estate and trust administration matters, a thorough understanding of New York Surrogate's Court procedures, and the...