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: 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: 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: Estate Planning & Estate Administration Paralegal Job Responsibilities: - Draft and finalize estate planning documents such as wills, trusts, and advance directives. - Communicate with clients to gather information, review the legal processes, and provide updates as necessary. -...
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...
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...
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...
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: 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...
OverviewA law firm seeks a Mid-Level Trusts and Estates Associate in New York, NY. This role involves working with high net worth clients on complex tax, estate planning, and asset preservation matters. The successful candidate will join a team of...