Estate Planning Jobs in New York State
1 - 15 of 40
Search Results - Estate Planning Jobs in New York State
HIRESIGMA LLC-Astoria (NY)
Estate Planning Attorney
Location: Perrysburg, OH, 43551
Why Join Us?
We are a well-established firm providing sophisticated estate and business succession planning, estate and trust administration, and professional fiduciary services...
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
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 -
CFO – Prominent Multiple HNW Family Office – Midtown – $350k-$450k + B (Compensation Commensurate...
Advice Personnel-New York
budgeting, cost control, financial analysis, technology implementations, trusts/foundation, and estate planning.
Responsibilities include:
• Lead and manage a complex financial operation, overseeing accounting, financial reporting, treasury...
mindmatch.ai -
Marshall Graham-New York
Seeking Experienced Estate Planning Attorney High-Net-Worth Clients
A prestigious and growing law firm in New York is seeking an Estate Planning Attorney with extensive experience advising high-net-worth clients. This is a unique opportunity...
resume-library.com -
Walrath Recruiting, Inc.-Albany
Knowledge of estate planning and administration (required)
• Strong organizational, communication, and proofreading skills
• Ability to manage multiple projects in a fast-paced environment
• Proficiency in MS Office (Word, Outlook, Excel)
• Motivated...
mindmatch.ai -
Webster Bank-Jericho (NY)
information.
• Prepare analyses and projections including, but not limited to, cash flow, education prefunding, executive benefits analyses, philanthropic giving, estate planning, etc. based on data collected and client objectives using software such as eMoney...
appcast.io -
Vertex Global Solutions-Uniondale (NY)
Trusts & Estates (Estate Planning) Attorney
If you're an experienced estate planning attorney looking for a dynamic and supportive environment, this is the opportunity for you. Join a team that values both professional excellence and work-life...
resume-library.com -
Financial Planner Recruiting, LLC-New York
Be an active part of a collaborative team and share best practices.
• Assist our engineering and product teams with prioritizing and creating product plans and roadmaps.
• Research and present investment strategies.
• Coordinate tax filing and estate planning...
mindmatch.ai -
Build My Great Team-Brooklyn (NY)
Estate Planning & Estate Administration Paralegal | Hybrid | Brooklyn, NY
Miller & Miller Law Group PLLC | Hybrid Position | Brooklyn, New York
About Us
At Miller & Miller Law Group PLLC, we don’t just process paperwork—we guide families through...
resume-library.com -
Selby Jennings-New York
expertise in wealth management for high-net-worth individuals and institutions. Our client offers a comprehensive range of financial services, including investment management, retirement planning, and estate planning.
Their mission is to provide personalized...
mindmatch.ai -
bizjobz LLC-Melville (NY)
Our client is a law firm specializing in Elder Law and Trust & Estate Planning. With multiple offices on Long Island, they are expanding and seek an experienced attorney to work out of their Melville, NY Office. The position is full-time...
jobvertise.com -
EisnerAmper-Melville (NY)
awards.
What Work You Will be Responsible For:
• Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations.
• Provide expert...
appcast.io -
Build My Great Team-Brooklyn (NY)
Estate Planning & Estate Administration Paralegal | Hybrid | Brooklyn, NY
Miller & Miller Law Group PLLC | Hybrid Position | Brooklyn, New York
About Us
At Miller & Miller Law Group PLLC, we don’t just process paperwork—we guide families through...
workable.com -
New York
regarding engagement of the trust companies, particularly as it relates to future appointments
• Assist in managing fiduciary relationships and apply knowledge of fiduciary and estate planning strategies to benefit current and prospective clients...
rockco.com -
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