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: 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...
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: 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...
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...
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...
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 Job Responsibilities: The Private Client Trusts & Estates Associate will join the law firm's nationally recognized practice in Greenwich, CT, as part of the Private Client Department. The associate will be responsible for handling sophisticated...
. 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...
International Estate Planning Senior Associate/Counsel/Junior Partner **Members Only**, a law firm with offices in Connecticut (Stamford, Greenwich, and West Hartford) and Florida (Naples, Bonita Springs, and Palm Beach Gardens) is looking for an International Estate Planning Attorney with at least...
various business advisory needs. This includes audit, tax compliance, and planning, all aimed at improving operational efficiency and allowing more focus on business strategy. The role involves helping clients develop, design, and implement plans to achieve personal wealth goals a...
Title: Global Employer Services-Expatriate Tax Manager Job Responsibilities: The STS Expatriate Services Manager plays a pivotal role in advising clients on international assignment structuring and compliance with tax obligations. Key responsibilities include: - Conducting arrival and departure tax meetings for expatriates and inpatriates...
Title: Global Employer Services-Expatriate Tax Experienced Manager Job Responsibilities: The Expatriate Tax Experienced Manager in the Global Employer Services department is responsible for several key duties, including: - Conducting arrival and departure tax meetings for expatriates and inpatriates as required. - Managing the retention...
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...
. 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...
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...
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...
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...
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: 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 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...
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...