Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Hybrid Trust & Estate Tax Leader for High-Net-Worth Planning

Withum PC

Withum is seeking a Trust and Estate Tax Supervisor in a hybrid NYC/Princeton, NJ area role. You will lead audits and engagements, review fiduciary returns, and provide planning for high net worth clients while mentoring staff and coordinating with a broad client base. The ideal candidate has 4+ years in public accounting, a CPA or eligibility, and strong client service and communication skills. Travel as needed and career growth with Withum's Tax Services Group are offered. #J-18808-Ljbffr Withum PC

Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Hybrid Trust & Estate Tax Leader for High-Net-Worth Planning in New York, NY vacancy
  •  ...seeks a mid to senior level Trust and Estate Associate Attorney in New York, NY. The role offers a Hybrid work arrangement and a...  ...private client practice serving high net worth individuals and families....  ...record in wealth transfer and tax planning. Competitive compensation... 
    Tax
    High net worth
    Private practice

    Sherwood Staffing Partners

    New York, NY
    3 days ago
  • Jobot is seeking an Estate Planning Associate (Hybrid) in New York for our sophisticated trusts & estates practice. The role involves working with high-net-worth clients on wealth transfer, tax planning, and complex estate structures. Requirements include a J.D. from an... 
    Tax
    High net worth

    Jobot

    New York, NY
    2 days ago
  • $200k

    Anchin is seeking a Trust and Estates Tax Partner in New York, NY within their Private Client Group. This full...  ...strategic tax advisory services to high-net-worth individuals and families, overseeing complex tax planning, and driving business development initiatives... 
    Tax
    High net worth
    Full time

    Anchin

    New York, NY
    3 days ago
  •  ...200 New York law firm is seeking a Senior Trust and Estate Attorney with 7+ years of experience to lead private client matters in a hybrid New York, NY role. The successful candidate...  ...deep trusts and estates experience, tax knowledge, and wealth management expertise... 
    Tax
    High net worth

    Sherwood Staffing Partners

    New York, NY
    3 days ago
  • Jobot is seeking a Trusts & Estates Associate for a sophisticated planning practice in New York, NY. Hybrid flexibility combines in-office collaboration with remote work,...  ...documents, wealth transfer strategies, and high-net-worth matters, leveraging a strong J.D. and 2-5... 
    High net worth
    Work at office
    Remote work

    Jobot

    New York, NY
    3 days ago
  • $310k - $420k

    " Trust and Estate Associate Attorney | New York, NY (Hybrid) | Class Years 2022 and earlier | $310,000 to $420,000 USD...  .... You will work directly with high net worth individuals, families, and family...  ...of wealth transfer and tax planning, supported by a sophisticated... 
    Tax
    High net worth
    Private practice
    Work at office
    Work from home
    Monday to Friday

    Sherwood Staffing Partners

    New York, NY
    2 days ago
  • About the job Senior Tax Manager (Trusts & Estates) We are actively...  ...position is open to hybrid, only NJ/ NYC candidates...  ...INCLUDE: Be a leader within the Private Client...  ...tax compliance and planning responsibilities for...  ...planning strategies to high-net-worth clients Significant... 
    Tax
    High net worth
    Full time

    Yeah! Global

    New York, NY
    2 days ago
  •  ...firm with a growing Trusts & Estates practice is seeking a...  ...requirement (1700) and a hybrid work schedule . Key...  ...Estates matters for high-net-worth clients. Advise on corporate...  ...and partnership tax issues related to...  ...restructurings, and succession planning. Collaborate closely... 
    Tax
    High net worth
    Work at office

    LHH

    New York, NY
    5 days ago
  • $310k - $420k

     ...are partnering with a highly respected NYC-based...  ...Private Client Services (Trusts & Estates) practice. This is...  ...advising high-net-worth individuals, families...  ...entities on complex wealth planning and tax matters. The ideal candidate...  ...Schedule: Flexible hybrid schedule (three days... 
    Tax
    High net worth
    Private practice
    Work at office
    Flexible hours
    3 days per week

    BrainWorks

    New York, NY
    4 days ago
  • $185k

     ...Trusts & Estates Paralegal Location: New York, NY Schedule: Hybrid (2–3 days in-office) Classification: Non-...  ...estates matters for high-net-worth clients. What You'...  ...preparation of estate planning documents such as Wills...  ...and state estate tax returns, including IRS... 
    Tax
    High net worth
    Work at office

    SourcePro Search, LLC

    New York, NY
    1 day ago
  • $190k - $215k

     ...firm in Manhattan is seeking a Trusts and Estates Attorney to craft elaborate estate plans for ultra-high-net-worth families. The role involves...  ...wills and trusts, advising on tax strategies, and benefiting...  ...professional profile. With a hybrid work model and strong career... 
    Tax
    High net worth

    We Are Legal Revolution

    New York, NY
    4 days ago
  •  ...based in New York, NY, is seeking a Senior Tax Associate to focus on high net worth taxation, gift, trust, and estate planning engagements. The role includes research, client...  ..., and review of tax workpapers, with a hybrid schedule (2 days in office / 3 days remote).... 
    Tax
    High net worth
    Work at office
    Remote work

    Focus Partners Wealth, LLC

    New York, NY
    2 days ago
  •  ...seeking an experienced estate planning attorney to handle sophisticated...  ...challenges for high-net-worth individuals in New York...  ..., and collaborate with tax and financial...  ...jurisdictional planning, trust and tax matters, and a flexible hybrid work schedule in a supportive... 
    Tax
    High net worth
    Flexible hours

    100KCrossing

    New York, NY
    4 days ago
  • $200k - $245k

     ...Description Private Client Trusts & Estates Associate Attorney...  ...to join a highly respected,...  ...experience advising high-net-worth individuals and...  ...on complex estate planning and administration...  ..., estate and gift tax issues, charitable...  ...position offers a hybrid in-office/remote schedule... 
    Tax
    High net worth
    Part time
    Private practice
    Work at office
    Remote work

    Direct Counsel

    New York, NY
    10 days ago
  • $215k

     .../yr - $215,000.00/yr Trusts and Estates Attorney Opportunity...  ...to $215K Craft Legacy Plans for NYC’s Elite with...  ...estate plans for ultra‑high‑net‑worth families, executing 2...  ...(NY Bar required). Hybrid Fifth Avenue office (...  ...charitable trusts, and tax strategies for NYC’s... 
    Tax
    High net worth
    Full time
    Work at office
    Remote work
    Flexible hours

    We Are Legal Revolution

    New York, NY
    4 days ago
  •  ...Job Description Tax Director- Trust & Estate New York, NY or Woodcliff, NJ | Hybrid This is an opportunity...  ...with sophisticated high-net-worth individuals,...  ...combines advanced tax planning, client advisory, technical...  .... * Mentor future leaders while expanding your... 
    Tax
    High net worth
    Work at office
    3 days per week

    Spartan Placements, LLC

    New York, NY
    10 days ago
  • $220k

    Trusts & Estates Attorney Up to $225K Base + Bonus Big Law Quality of Work Manhattan (Hybrid) I am currently working with a Mid-Size firm...  ...Firm: Join a highly regarded firm of 80+ attorneys...  ...! The Role Estate & Tax Planning: Advise high-net-worth individuals and families... 
    Tax
    High net worth
    Hourly pay

    We Are Legal Revolution

    New York, NY
    2 days ago
  •  ...firm is seeking an experienced Trusts & Estates Partner (10+ years’ experience...  ...a key strategic hire into a high-performing, close-knit team advising high-net-worth and ultra-high-net-worth individuals...  ...on estate, gift, and income tax planning, including complex and cross-... 
    Tax
    High net worth
    For contractors
    Private practice

    Wicker Hamilton Limited

    New York, NY
    2 days ago
  •  ...Manhattan law firm is seeking a Trusts & Estates Associate to join its growing...  ...partners on sophisticated estate planning and estate administration matters for high-net-worth individuals and families....  ...strategies involving gifting, tax planning, and asset protection... 
    Tax
    High net worth
    Private practice

    Harrison Davies Partners

    New York, NY
    3 days ago
  •  ...an accomplished Tax Partner to help lead...  ...on ultra-high-net-worth individuals, multigenerational...  ...family offices, trusts and estates . The successful...  ...tax planning for UHNW individuals...  ...Managers and emerging leaders. Provide technical...  .... Flexible hybrid working environment... 
    Tax
    High net worth
    Temporary work
    For contractors
    Private practice
    Local area
    Flexible hours

    Insite US

    New York, NY
    2 days ago
  • $150k - $240k

     ...partner level candidate to join its Trusts and Estates practice group. The ideal...  ...(5) years of experience advising high net worth clients Admitted to practice law...  ...understanding of federal and New York tax law applicable to estate planning The role requires significant experience... 
    Tax
    High net worth

    Cassin & Cassin

    New York, NY
    2 days ago
  • $113.4k - $169.4k

     ...Job Description Description The Tax Manager - High Net Worth/Estates & Trusts role is a pivotal leadership position...  ..., and providing strategic tax planning advice to clients. With a focus on...  ...Flexible Work Arrangements – Hybrid or remote options, flexible hours.... 
    Tax
    High net worth
    Local area
    Immediate start
    Remote work
    Flexible hours

    Sensiba

    New York, NY
    10 days ago
  • $16 per hour

     ...Estate & Trust Attorney – Sophisticated Estate PlanningNew York, NY & White Plains, NYAbout...  ...experience in sophisticated estate planning for high-net-worth individuals and federally taxable estates...  ...advanced wealth transfer strategies, tax-driven estate planning, and... 
    Tax
    High net worth

    Talnt LLC

    New York, NY
    3 days ago
  • $220k - $260k

    Advice, Planning & Fiduciary Services Team | Neuberger...  ...of in-house tax, trust and estate attorneys, certified...  ...Acting as a thought leader through the publication...  ...ability to manage complex, high-net-worth relationships with a...  ...professionals #LI-JG3 #LI-Hybrid Applicants must be... 
    Tax
    High net worth
    Work at office
    Local area
    Worldwide
    Shift work

    Neuberger Berman

    New York, NY
    3 days ago
  •  ...Manhattan is looking to add an experienced trusts and estates attorney to grow his boutique...  ...practice focuses on sophisticated estate planning for high-net-worth individuals and families, and offers...  ...-worth clients on estate, gift, and tax planning strategies Assist with... 
    Tax
    High net worth
    Full time
    Work at office

    Bonham Solutions

    New York, NY
    2 days ago
  •  ...This position is in the Trust and Estate Group of an established $20+ billion...  ...advisor focused on ultra-high-net-worth clients. The Trust and...  ...individuals and families on estate planning and trust administration....  ...coordinate ongoing fiduciary, tax, payment, and client service... 
    Tax
    High net worth
    Work at office

    Ehrenkranz Partners

    New York, NY
    4 days ago
  • BCG Attorney Search in New York City seeks an Estate and Tax Planning Attorney with 5-7 years of experience in high net worth estate and tax planning, including drafting trusts. The attorney will work with a skilled team, handle client matters, and contribute to a fast... 
    Tax
    High net worth
    Relocation

    BCG Attorney Search

    New York, NY
    3 days ago
  • The Wealth Planning Associate at Chris Baily focuses on delivering sophisticated estate, tax, and wealth planning strategies for high-net-worth individuals and families. Collaborate with Wealth Planning...  ...and client deliverables. Hybrid work arrangement offers flexibility... 
    Tax
    High net worth

    Chris Baily

    New York, NY
    2 days ago
  • Overview A background in estate planning, estate administration, drafting...  ...of estate and gift tax laws appropriate for class year...  ...and controversy matters for high net-worth and ultra high net-worth individuals...  ...details Practice Area: Trusts & Estates Description The Trusts... 
    Tax
    High net worth
    Work at office
    3 days per week

    Pryor Cashman LLP

    New York, NY
    5 days ago
  • Fiduciary Trust International, part of Franklin Templeton, seeks a Trust Counsel for the NY market in Midtown. The role focuses on estate planning, advanced tax planning, and trust/estate administration, serving high-net-worth clients with a fiduciary mindset and collaborative... 
    Tax
    High net worth

    Franklin Templeton

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Hybrid Trust & Estate Tax Leader for High-Net-Worth Planning. Be the first to apply!