Estate Planning Jobs in New York
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Search Results - Estate Planning Jobs in New York
Bonham SolutionsNew Yorkcareers-page.com
An established law firm is seeking an Estate Planning Attorney to join its growing practice in New York City. This is an excellent opportunity for an attorney who enjoys meaningful client relationships, sophisticated planning work...
TBG | The Bachrach GroupNew York
Our client ( a mid size firm specializing in real estate, sports and litigation is seeking a Senior Associate or Counsel with 7+ years of sophisticated trusts and estates experience and an expertise in international estate planning to join its...
SR StaffingNew York
within a collaborative environment that prioritizes quality, precision, and enduring client relationships.
Responsibilities:
• Assist attorneys in preparing complex estate planning documents, including wills, trusts, powers of attorney, and healthcare...
Career LegalNew York
Private Client and High Net Worth practice. This role offers the opportunity to work with ultra-high-net-worth individuals, families, trusts, estates, and closely held businesses, providing sophisticated tax planning and compliance services alongside...
Michael PageNew Yorkmichaelpage.com
capability with deep sector expertise while prioritizing innovation, collaboration, and professional development.
Job Description
• Provide legal counsel and advice on private client matters, including estate planning and wealth management strategies...
SR StaffingNew York
environment that prioritizes quality, precision, and enduring client relationships.
Responsibilities:
• Assist attorneys in preparing complex estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
• Draft and review...
New Yorkicims.com
an experienced team in shaping Wealthspire’s approach to helping multi-generational families understand the challenges and opportunities of managing their wealth through financial, estate and tax planning. This role partners with colleagues across...
JobotNew York
and institutions across the United States.
The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof. Clients rely...
WealthBridge Financial GroupNew Yorkworkable.com
consultative approach
• Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning)
• Provide education and guidance to help clients make informed financial decisions
• Collaborate with internal...
JobotNew York
management and advisory firm serving high-net-worth individuals, families, business owners, and family offices. The firm provides integrated wealth management solutions that include investment management, financial planning, tax advisory, estate planning...
Pernini Recruiting CompanyNew Yorkjobvertise.com
estate planning, tax strategies, and administration.
• Draft complex wills and trusts tailored to client needs.
• Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met...
Beacon Pointe Advisors LLCNew Yorkprimepay-recruit.com
Planning department offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to ultra-high-net-worth (UHNW) families, business owners, and entrepreneurs. The team works across multiple offices to help...
MCADOO ESTATE PLANNING LLCNew Yorktiptopjob.com
Job Description Job Description Sales Attorney
150K to 450k Salary
We are a black, female owned Estate Planning law firm in Queens and Nassau County. Over the past 5 years, we have figured out how to streamline the consultation and review process...
New Yorkrockco.com
reallocations, team initiatives, account transfers, and client specific requests. Assist in estate and trust planning coordination, for ultra-high net worth clients using Excel VBA macros and Power Query to model estate distribution scenarios.
Support margin...
New Yorktiptopjob.com
planners, tax advisors, and legal professionals to deliver tailored insurance solutions that support estate planning, wealth preservation, liquidity creation and business planning. You'll be responsible for identifying new business opportunities, managing...
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