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 -
Project Recruit-New York
on complex tax matters, including income, gift, and estate taxes.
• Conduct research and analysis on various legal issues related to tax, trust, and estate planning.
• Collaborate with other attorneys and staff members to ensure that clients receive top...
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 -
LHH-New York
from 10-20 hours per week.
Responsibilities:
• Drafting estate planning documents, estate administration and preparation of estate tax returns
• Estate planning
• Estate administrative tasks
Qualifications
• 3+ years of large law firm or boutique...
mindmatch.ai -
The Village Law Firm-New York
The Village Law Firm is seeking a friendly, outgoing individual to join our team as a Client Engagement Specialist. In this role, you will help potential clients of the firm understand the complexities of estate planning and guide them toward...
resume-library.com -
Noor Staffing Group-New York
assisting with post-mortem income tax planning, (l) preparing and filing federal and state estate tax returns, (m) preparing and filing federal and state fiduciary income tax returns for estates and trusts, (n) participating in estate and income tax audits...
mindmatch.ai -
The Village Law Firm-New York
Law Firm is seeking a friendly, outgoing individual to join our team as a Client Engagement Specialist. In this role, you will help potential clients of the firm understand the complexities of estate planning and guide them toward the legal solution...
resume-library.com -
Page Executive-New York
with external tax accountants
Manage financial statement preparation including one audited entity
Weekly and long-term cash management, capital calls, projections and budgets
Bank reporting and bank relationship management
Trust and estate planning oversight...
appcast.io -
RecruitNRefer-New York
the Private Client Service / Estate and Trust practice of the Firm
Develop, supervise and mentor members of the Private Client Service / Estate and Trust team
Coordinating tax compliance and planning responsibilities for our multistate environment...
resume-library.com -
First Citizens Bank-New York
comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning
License or Certification Type: Series 7, 65 or 66 licenses, and State Life & LTC Insurance License Required, Advanced Advisor/ Planning Designation...
New York
and Estate Planner for Family Office Counseling actively supports a Family Office Counselor with various tasks related to oversight and reporting. This individual is responsible for creating and updating the quarterly deliverables for the Family Office...
rockco.com -
Fidelity Investments-New York
needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning
• Building and implementing a structured client engagement strategy and promoting guidance reviews with an Advisor
• Identifying...
mindmatch.ai -
The Village Law Firm-New York
The Village Law Firm is seeking a friendly, outgoing individual to join our team as a Client Engagement Specialist. In this role, you will help potential clients of the firm understand the complexities of estate planning and guide them toward...
workable.com -
Fidelity Investments-New York
communications
• Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning
• Partnering...
mindmatch.ai -
The Village Law Firm-New York
Law Firm is seeking a friendly, outgoing individual to join our team as a Client Engagement Specialist. In this role, you will help potential clients of the firm understand the complexities of estate planning and guide them toward the legal solution...
workable.com -
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