Estate Planning Jobs in New York
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Search Results - Estate Planning Jobs in New York
Fawkes IDM-New York
A law firm is seeking a full-time Estate Planning Paralegal to join their team.
Responsibilities:
Handling all phases of estate administration,
Extensive communication with clients.
Preparation and drafting of documents, preparing deeds...
resume-library.com -
Bestinfo Systems LLC-New York
and maintain strong relationships with high-net-worth clients and their families.
• Understand clients financial goals, objectives, and family dynamics.
• Provide expert advice on trust and estate planning strategies tailored to individual client needs...
mindmatch.ai -
Fawkes IDM-New York
Responsibilities
Represent clients in estate litigation matters, including will contests, trust disputes, and breach of fiduciary duty claims.
Provide legal advice to clients on matters related to estate planning, including probate and tax issues...
resume-library.com -
Schwartz & Greenwood, LLP-New York
documents, records, and a wide variety of estate planning papers
• Assist with real estate transactions, court filings, and deed recordings
• Keep client workflows on track by systematically following open matters and coordinating with attorneys to ensure...
mindmatch.ai -
1872 Consulting-New York
Tax Associate (Attorney)
Hybrid work schedule available in NJ or NYC offices
Seeking a Tax Associate with 3+ years of experience to join our growing team. Ideal candidates will possess an LL.M. in Taxation or Estate Planning and be admitted...
resume-library.com -
Coastal Wealth Management-New York
strategies, managing estates, and providing financial planning services. Additionally, the role involves overseeing investment management and staying abreast of financial trends. We offer payout rates as high as 80%.
Qualifications
• Series 65...
mindmatch.ai -
Fawkes IDM-New York
and analysis to support the preparation of legal documents, including wills, trusts, and estate planning documents.
Participate in meetings with clients to review and discuss legal matters related to tax, trusts, and estates.
Manage and maintain accurate case...
resume-library.com -
Advice Personnel-New York
firm, their families, and affiliated entities. This Family Office provides comprehensive wealth management services, including investment administration, financial reporting, trust and estate planning, and business transaction oversight.
The firm allows...
mindmatch.ai -
Pernini Legal, LLC-New York
with the ability to work independently and manage client contact.
• Supervisory skills to direct paralegals in a collaborative environment.
Key Responsibilities:
• Advise high-net-worth clients on trust and estate matters, including estate planning, tax...
jobvertise.com -
Michael Page-New York
an online reporting system.
• Prepare necessary documentation for account openings, transfers, subscriptions, redemptions, and other financial transactions.
Estate Planning
• Collaborate with legal and tax advisors to implement wealth transfer and asset...
michaelpage.com -
Robert Half-New York
Our client is a dynamic law firm, with expertise in representing foreign clients, is seeking a Commercial Litigation Attorney to join their expanding team. Specializing in international tax, estate planning, wealth preservation, real estate...
roberthalf.com -
The Village Law Firm-New York
on helping people and delivering a high-caliber work product in a supportive, balanced environment, this is the perfect role for you!
About Us:
We are a boutique estate planning law firm offering premium legal and wealth planning services to New York...
resume-library.com -
Beacon Hill-New York
Communication with clients, attorneys, investment advisors, bank officers and other personnel
• Maintaining custody accounts
• Witness and/or notary at the signing of estate planning documents
• E-filing
Requirements/Qualifications:
• Bachelors Degree...
mindmatch.ai -
Phaxis LLC-New York
estate planning etc.
Manage the books for certain family's real estate holdings, monthly bank reconciliations, paying monthly bills, etc
Communicate with the outside accountants regarding those entities filing requirements etc
Proficient...
resume-library.com -
Northwestern Mutual-New York
estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If youre dedicated to helping others in a role that is very lucrative, and this sounds like a good fit, please apply!
At our...
mindmatch.ai -
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