Senior Private Client Associate: Estate & Tax Planning
Faegre Drinker Biddle & Reath LLP
Faegre Drinker Biddle & Reath LLP in New York seeks an associate to work on sophisticated estate planning, elder law, estate and trust administration, and estate litigation. Required experience includes emphasis on transfer tax planning for high-net-worth individuals and familiarity with probate, trust administration, and gift and estate tax returns; preferred experience includes elder law matters such as guardianships and special needs planning, plus trust litigation. #J-18808-Ljbffr
- ...Overview The associate will work on sophisticated estate planning, elder law, estate and trust administration, estate litigation, and transfer tax matters. The practice advises individuals, families... ...Preferred experience includes advising clients on elder law matters such as...SeniorTaxWork at office3 days per week
$385k
Private Client Services Associate or Counsel AttorneyLocation: New York, NYHYBRID work environment... ...on complex trust and estate matters while developing... ...waive in.LL.M. and strong tax background required.5-7 years... ...in estate and tax planning for high-net-worth individuals...SeniorTaxPrivate practiceWork at office$280k - $335k
...Private Client Associate Attorney – New York CityDirect Counsel is seeking a mid- to senior-level Associate Attorney to join a growing Private... ...opportunity involves sophisticated estate planning, elder law, estate and... ...litigation, and transfer tax matters for high-net-worth...TaxPrivate practiceWork at office3 days per week- ...Fischer Harbage seeks an experienced Trusts & Estates attorney to counsel individuals and families on complex estate planning needs and wealth transfer strategies. You will... ...mentor junior attorneys, and collaborate with tax and financial professionals. The ideal candidate...SeniorTax
- ...Step into a senior-level role handling sophisticated estate planning and taxable estate matters. Work directly with clients on high-value, complex planning strategies. Join a collaborative... ...impact. Build on your expertise in estate tax planning, wealth transfer, and...SeniorTax
- ...Tax Senior Manager – Commercial Real Estate Location: New York City Working Arrangement... ...Commercial Real Estate client base. The firm advises... ...structures and tax planning opportunities. Overseeing... ...Tax Managers and Senior Associates. Supporting business...SeniorTax
- ...Day Pitney LLP’s Private Client Department in New York, NY seeks an attorney (associate, senior associate, or counsel) with at least 3 years of trusts and estates experience to join our nationally... ...net-worth trust and estate planning, including tax considerations,...SeniorTaxWork at officeRemote work2 days per week
$148.75k - $201.25k
DescriptionA Kforce client, a premier, well respected New York City based CPA firm is seeking a Senior Tax Manager - Estate and Trusts.Summary:You will work with outstanding clients in all aspects of tax compliance and planning as it relates to estates and trusts. This...SeniorTax- ...Wealthspire Advisors, a New York City-based advisory firm, seeks a Senior Wealth Strategist to guide UHNW clients in estate, tax, and multi-generational planning. You will work with colleagues and external advisors to craft comprehensive wealth-transfer strategies and...SeniorTax
- ...seeks an experienced Trust and Estates attorney to guide individuals... ...through sophisticated estate planning and wealth transfer matters. You... ...team. The role emphasizes tax-aware planning, cross-border considerations... ...and state law. A strong client-service mindset and precise...SeniorTax
- Blank Rome LLP in New York, NY seeks a Lateral Associate in Tax, Benefits and Private Client with 6+ years of experience in trusts and estates. The candidate should have deep experience in estate planning and administration, with exempt-organization experience preferred...SeniorTax
- ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager in New York City. In this role, you will lead tax planning projects and manage teams while providing advisory services to clients in the real estate, hospitality, and construction sectors. You will need a strong...SeniorTax
- ...Chilton Trust (“CTC”) is a private wealth management firm... ...portfolio accounts, tax advice, trust and estate planning and family office services... ...is to provide our clients with a portfolio of services... ...Description The Senior Client Service Associate will work directly with...SeniorTaxWork at office
- ...and advisory firm looking to add a Senior Tax Manager to its Real Estate practice. This is a senior-level opportunity... ...estate tax engagements, manage key client relationships, and mentor members of... ...clients and provide proactive tax planning and advisory support Review tax...SeniorTax
- Orionplacement in Brooklyn, NY seeks a senior estate planning attorney to advise high-net-worth clients on sophisticated estate and tax planning strategies. The role requires an active U.S. state bar license and 3+ years in estate planning and taxable estates; you will...SeniorTax
- ...seasoned professional to lead new business development among UHNW individuals and families. You will drive client acquisition, advise on estate and tax planning, and coordinate with specialists to deliver comprehensive wealth solutions. The position requires deep relationship...SeniorTax
$250k
...Senior Wealth Advisor Ultra High Net Worth Internal Succession... ...wealth management and client retention. Westchester... ...Independently owned, non-private equity backed RIA focused... ...strategic asset allocation, estate, tax and financial planning, retirement planning, cash...SeniorTaxFull timeWork at office- Confidential Employer is seeking an experienced trusts and estates attorney with 8+ years of relevant legal experience... ...Bar. The role focuses on sophisticated estate planning, trust administration, and multi-state tax matters. You will advise high-net-worth individuals...SeniorTaxWork at office
$400k
...established and respected institutional real estate investment and development firms in the world is looking to add a Senior Tax Counsel to their in-house Advisory team.... ...refinancing support, and FIRPTA Foreign investor planning including sovereign wealth funds...SeniorTaxFull time- ...A Major Real Estate/REIT firm in NYC is looking to add a Senior Director of Tax Advisory that has a strong Transactions background... ...Director is involved in the planning, research, and execution of... ...and communicate the tax risks associated with business transactions to...SeniorTax
- ...family office is seeking a Senior Tax Associate to join its tax team. This is a client-facing role focused on compliance and planning for ultra-high-net-worth... ...emphasis on trusts and estates. Responsibilities... ...partnership, S corporation, and private foundation Prepare...SeniorTaxWork at office
- Neuberger Berman's Advice, Planning & Fiduciary Services Team in New York is seeking an experienced attorney to lead tax, trust and estate planning for UHNW clients. The role involves collaborating with internal specialists and outside counsel to deliver tailored fiduciary...SeniorTax
$200k - $260k
...'ll advise high-net-worth clients on sophisticated tax planning strategies while building... ...financial planning, tax advisory, estate planning, and family... ...closely held businesses, private foundations, and multi-generational... .... Job Details The Senior Tax Manager / Tax...SeniorTaxWork at officeLocal areaFlexible hours- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance... ...to personal income, estate and gift tax and wealth... ...developmentsIdentifies tax planning and consulting opportunitiesParticipates... ...employees Supervises associates, senior associates and...SeniorTaxWork at office
$175k - $225k
...EisnerAmper is seeking an experienced Senior Manager to join our growing Real Estate Tax practice. This individual will... ...owner-operator real estate clients, including real estate developers... ...estate tax matters, transaction planning, acquisitions and dispositions, and...SeniorTaxLocal area$147.4k - $336.8k
...Location: Anywhere in Country Real Estate Tax Senior Manager Our tax function is constantly... .... This role involves leading tax planning projects, managing teams, and providing... ...‑minute advisory services to a diverse client base across the real estate, hospitality...SeniorTaxFlexible hours$135k - $230k
...!Job Description:Withum’s Tax Services Group is made up... ...well as International and Private Client services. This Tax Senior Manager role will be based... ...of tax engagements, from planning to completion, to include... ...individual, fiduciary, gift and estate and other tax returns,...SeniorTaxFull timeLocal area- ...Job Description Senior Associate – Trusts & Estates (6+ Years’ Experience) \n This... ...interest in sophisticated estate planning and additionally, has... ...documents \n Guide clients and fiduciaries through the... ...estate, gift, GST, and income tax considerations \n...SeniorTax
- ...with Hargrove Firm, a highly esteemed estate and tax planning firm based in Louisville, Kentucky. Together... ...make a difference in the lives of our clients by offering top-notch, efficient... ...of it. The Role We are looking for a Senior Relationship Manager who will serve as...SeniorTaxRemote workFlexible hours
$51.45k - $84k
...enriching the lives of our clients. We continually seek to... ...personalized financial planning with our team‑based... ...for a Sr Client Service Associate supporting our Novato, CA team! The Senior Client Service Associate... ...May work with clients’ tax or legal counsel Client...SeniorTaxFull timeTemporary workWork experience placementWork at officeRemote workFlexible hours
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