Trusts & Estates Associate — Wealth & Tax Planning
Whiteman-Osterman-&-Hanna-LL
Whiteman Osterman & Hanna LLP seeks a Trusts and Estates Associate with 1-4 years of experience in trusts and estates matters based in Albany, NY. The role emphasizes income, estate, gift, and generation-skipping transfer tax planning for high-net-worth clients and corporate trustees. The successful candidate will handle estate planning, wealth preservation, charitable giving, and business succession planning while collaborating with multiple practice areas to deliver comprehensive legal #J-18808-Ljbffr Whiteman-Osterman-&-Hanna-LL
- Hydrogen Group is recruiting a Trusts & Estates Associate for a leading global law firm in New York. The role focuses on complex wealth planning, estate administration, and succession matters... ...families. You will collaborate with tax, corporate, and real estate teams to deliver...Tax
- ...Trusts & Estates Associate | Grow Your Practice Beyond New York Looking for more... ...work on sophisticated estate planning matters while gaining... ...on sophisticated estate and wealth transfer planning. Draft wills... ...proceedings, and transfer tax matters. Assist with charitable...TaxPrivate practiceWork at officeRelocation package
- ...search for an experienced Trusts & Estates associate to join its busy and well-established... ...of experience in estate planning for high-net-worth... ...generation-skipping transfer tax strategies is strongly preferred... ...strategies for wealth transfer and preservation....TaxFull time
$220k - $250k
Marina Sirras & Associates LLC, located in New York, is seeking a mid-senior Trusts & Estates Associate with over 4 years of experience... ...sophisticated estate planning and administration for high... ...skilled in complex wealth transfer and tax planning for affluent clients...Tax$220k - $250k
...recognized firm is seeking a mid-senior Trusts & Estates Associate (4+ years) to join its Private... ...attorney with sophisticated estate planning and estate/trust administration experience... ..., and fiduciaries on complex wealth transfer and tax planning matters. Why consider...TaxWork at office$250k - $300k
...an experienced attorney to join their Tax, Trusts and Estates Practice Group as Of Counsel. This is... ...Requirements Advise clients on complex estate planning strategies, including the design,... ...succession planning and family wealth transfer strategies. Provide guidance...Tax$125k - $180k
...assisting a top New Jersey law firm in its search for a Trusts and Estates Attorney to add to its expanding group. This... ...Qualifications 4+ years of T&E experience to include estate planning and administration Experience with tax returns, fiduciary accountings, entity formation,...TaxWork at officeLocal area- J.P. Morgan Asset & Wealth Management, with client assets of $2... ...banking services including trusts and estates, loans, mortgages and deposits... ...with investments, tax and operations. Interpret and... ...Work with remaindermen on any planning issues that may arise. Identify...Tax
$104.7k - $174.5k
Wealth Management Sr Associate, Family Wealth Division page is loaded## Wealth Management... ...85881# Overview:Wilmington Trust is seeking a **Wealth... ...**advanced legal research, estate plan analysis, and strategic wealth... ...across trusts and estates, tax, and family law-related...TaxWork at office$200k - $245k
...Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate... ...and families on complex estate planning and administration matters. Candidates... ...with domestic estate planning, wealth transfer strategies, estate and gift tax issues, charitable giving,...TaxPart timePrivate practiceWork at officeRemote work$350k
...Schiff is seeking a Senior Associate (8th-year class or above), Counsel... ...join its Private Clients, Trusts & Estates practice. This position is... ...lifetime and testamentary planning strategies, and being directly... ...research and projection of tax implications of planning techniques...TaxPrivate practiceWork at officeFlexible hoursShift work- MRINetwork is seeking a seasoned Trust Counsel in New York to serve as the expert for high-net-worth clients. In this role, you will provide guidance on estate planning, trust administration, and tax strategies while collaborating with relationship managers and advisors...Tax
$125k - $180k
Job Summary As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates... ...investment decisions, work with Tax Officers and trust counsel to resolve... ...that knowledge to post-mortem planning exercises and account administration...Tax$130k - $160k
...Job Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base +... ...established CPA consulting, advisory and tax planning firm is looking for a Trust & Estate... ...trust instruments to support wealth transfer goals and minimize tax exposure...TaxImmediate startRemote workRelocation- ...Job Overview A law firm seeks a Trust and Estates Attorney in New York to join their expanding... ...possess exceptional drafting and planning skills to support clients in... ...specialized trusts. Develop documents for wealth preservation, tax minimization, and asset protection....Tax
- ...We're recruiting for a Trusts & Estate Planning Attorney for the NY office of a growing AMLAW firm. Firm... ...candidate will have experience with wealth transfer strategies and advice for high... ...interpersonal skills; and a strong interest in tax and estate planning. LLM in taxation or...TaxWork at officeImmediate start
- ...leading global law firm is seeking a Trusts & Estates Associate to join its highly regarded Private Client... ..., and family offices on complex wealth planning, estate administration, and succession... .... The team collaborates closely with tax, corporate, and real estate attorneys...TaxPrivate practice
- Northern Trust Corp. in New York is seeking a Wealth Advisor to develop comprehensive financial... ...strategic wealth plans for ultra-high net worth... ...mentorship opportunities for Associate Wealth Advisors. Ideal... ...experience, strong knowledge of tax and estate planning, and advanced...Tax
- ...is seeking an Executive Director, Advanced Planner to lead wealth planning strategies in New York. This role involves developing and presenting... ...advisors. The ideal candidate has a strong background in tax and trust laws, coupled with excellent communication and leadership...Tax
- Wealth Strategist/Trust Counsel opportunity in New York with premier wealth management firm to advise HNW/UHNW clients on estate planning and wealth transfer. Advise clients on estate and wealth transfer... ...on estate, gift, and income tax law changes and their impact on...Tax
- ...Group is seeking a Senior Associate or Counsel for their Private... ...7+ years of sophisticated trusts and estates experience, with a strong emphasis... ...on international estate planning and wealth transfer strategies. The... ...complex estate planning and tax matters, collaborating...Tax
$250k - $350k
...who is actively looking for a talented and motivated Trusts & Estates Attorney to join their growing practice. The Role You... ...closely held businesses to provide creative and effective wealth preservation and tax planning strategies. Your work will span: Sophisticated Estate...TaxFlexible hours$150k - $200k
...an experienced Fiduciary Counsel to join a New York-based planning team serving ultra-high-net-worth individuals and... ...autonomy in providing high-level legal guidance across complex trust, estate, tax, and wealth transfer matters. Candidates should have a JD and at least...Tax- Corient Private Wealth LLC is seeking a Tax Associate to join the Tax Practice serving high-net-worth individuals and families... ...You will prepare tax returns for individuals, trusts, estates, and businesses, and support planning and compliance efforts. The role requires...Tax
$80k - $160k
...a passion for financial planning? The GS PFO planning advisory... ...solutions, including tax planning and preparation, estate planning, cash flow planning... ...this role. OUR IMPACT Wealth Management Across Wealth... ...168036 Job Category Associate Posting Date 07/08/2026,...TaxFull timeTemporary workPart timeWork at office- ...Law 200 firm in New York is seeking a Trusts & Estates Associate (3-6 years) to join its growing New York... ...role offers exposure to multi-state planning matters and collaboration across offices... ..., and manage probate and transfer tax matters, with strong mentorship and a...TaxWork at office
- Prominent mid-size law firm in New York City is seeking a Trusts & Estates Associate to join its office. The position is based onsite in NYC with... ...candidates. The practice focuses on complex family, transfer tax, and estate matters for US citizens and those with...TaxFull timePart timeWork at office
- ...are seeking experienced Senior Wealth Advisors to join their team... ...service team support, a deep planning platform, strong client acquisition... ...planning: retirement, tax, estate, investments, and more Collaborate... ...: In-house tax, estate, trust, and investment solutions for...TaxFull timeWork at officeLocal areaRemote work
- Neuberger is a global asset management firm seeking a Private Wealth Investment professional to support portfolio construction... ..., adapt materials, and collaborate across Private Wealth, planning, tax, and trust teams, while traveling as needed. #J-18808-Ljbffr NeubergerTax
$250k - $275k
For our client, we are seeking a Trust Counsel to join the team of a leader in the... ...Conduct comprehensive reviews of estate and wealth transfer plans with clients Collaborate with internal... ...enhance client plans Stay updated on tax law changes and assess their impacts...TaxVisa sponsorship
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