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......
. Private Bank - Wealth Strategist - Executive Director Job... - Deliver the company's wealth planning resources to clients... the use of the Wealth Strategy Engagement Model and... Bank. - Provide unbiased, customized wealth planning guidance based on... deep client discovery and...
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....
Title: Trust & Estates Paralegal Job Responsibilities: In connection with estate planning: - Prepare initial drafts of wills, trusts, durable powers of attorney, and advance directives for medical care for attorney review. - Assist in updates to beneficiary designations and similar tasks to coordinate...
. 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...
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...
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...
Manage real estate transactions from initiation to completion, which includes negotiating buyer/seller contracts, preparing and reviewing transfer documents, and coordinating with... office personnel. - Review title reports and address any exceptions or issues that may arise during the process. - Conduct clos...
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...
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: 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: 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...
Job Title: Private Wealth Strategist - Private Wealth... Management Job Responsibilities: The Private Wealth... Strategist is responsible for... (UHNW) clients. The key responsibilities include: - Conducting detailed cash flow analysis, income tax planning, asset protection, charitable planning, and estate and wealth transfer strategi...
Job Title Private Wealth Strategist - Private Wealth... Management Job Responsibilities The Private Wealth... Strategist position within the... Private Wealth Management group entails a... duties include: - Providing cash flow analysis, income tax planning, asset protection, charitable planning, and estate and wealth transfer strategie...
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...
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: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company’s Private division offers the opportunity to assist private companies with various business advisory needs. These include audit, tax compliance, and...
Title: Tax Director - Personal Financial Services Job Responsibilities: As a Tax Director within the Personal Financial Services practice at the company, the incumbent will be tasked with a variety of responsibilities that include working as part of a team to solve...
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,...
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...
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...
opportunities, including succession planning, wealth transfer planning, and tax... compliance. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation and provide consistency in tax preparation due to the complexities of fund reporting. This includes the...
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...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
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...
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...
Tax Manager - Private Client Services (Hybrid) ID 2025-6703 Job Locations US-CT-Greenwich The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Overview:A well-established full-service business law firm in Hackensack, NJ, is seeking a Senior Trust & Estates Associate. The ideal candidate will have extensive experience in estate planning and administration, with a strong background in tax planning and preparation. This role...