Senior Trust & Estates Accountant
Sheppard
Sheppard Mullin in New York seeks a Trust & Estates Specialist with deep expertise in trust and estate accounting to join our office. Responsibilities include coordinating estate administration, preparing fiduciary accountings, maintaining asset valuations, and ensuring compliance with fiduciary tax laws. A Bachelor's in Accounting/Finance and 10+ years' experience are required; CPA or Enrolled Agent is preferred. Strong analytical and communication skills are essential. #J-18808-Ljbffr Sheppard
- Westport One is seeking an experienced Trust Counsel to serve as the legal and technical expert supporting HNW and UHNW individuals, families... ...professionals, and outside counsel to provide sophisticated estate planning, wealth transfer strategies, trust administration...Senior
$148.75k - $201.25k
...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... ...or discussion leaderRequirements* Bachelor's degree in Accounting* CPA license, JD or Master's of Science in Taxation* 7+...Senior- ...share.HSBC Private Banking’s Trust & Fiduciary Services team supports... ...compliance across trusts, estates, charities and related... ...colleagues and clients.As our Senior Fiduciary Tax Manager, you will... ...planned transactions, trust accounting entries and account openings/...Senior
- About the job Senior Tax Manager (Trusts & Estates) We are actively seeking a full-time Senior Tax Manager with Trust and Estate experience to join... ...fiduciary income tax returns; Knowledge of fiduciary accounting concepts Technical expertise in relevant areas Ability...SeniorFull time
- 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...Senior
- Franklin Templeton Investments is seeking a Trust Counsel to join our team in New York. This role will involve collaborating with clients on estate planning, providing trust administration guidance, and contributing to business development efforts. The ideal candidate will...Senior
$250k - $275k
Fiduciary Trust International is looking for a Trust Counsel in New York City to join our market team. This role is crucial for providing expertise in estate planning, advanced tax planning, and trust administration. The Trust Counsel will engage with clients and collaborate...Senior- Join Gpac as a Trust and Estate Attorney in New York, NY. We seek a candidate with a minimum of 3 years of experience in trusts and estates, including estate planning and probate administration. The ideal applicant will have an active Bar membership and a thoughtful approach...Senior
- Trust Administrator at TIAA serves as a subject matter expert on fiduciary matters and high net-worth client issues, focusing on growth... ...with clients, agencies, advisors, and partners on trusts and estate options. Ideal candidates bring 5+ years in financial services,...Senior
$250k - $300k
Sills Cummis & Gross PC in New York is seeking an experienced attorney to join their Tax, Trusts and Estates Practice Group as Of Counsel. This position offers the opportunity to advise high-net-worth clients on sophisticated estate issues within a collaborative environment...Senior- A legal firm in New York, NY is seeking an experienced Estate Litigation Attorney. This role involves representing clients in estate litigation matters including will contests and trust disputes. The ideal candidate will provide legal advice on estate planning, draft and...Senior
- ...Chambers US, a full-service law firm, seeks an experienced attorney to join its Tax, Trusts & Estates Practice Group at the Of Counsel level. This is an excellent opportunity for a senior attorney with deep experience advising high net worth clients on sophisticated...Senior
- AmLaw 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 will own matters, serve as primary contact for sophisticated families and advisors...Senior
- 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...Senior
- JPMorgan Chase & Co. is seeking an Estate Administrator to support the Estate Officer and collaborators with wealth advisors and trust officers. You will manage trust accounts, interpret instruments, and coordinate services for beneficiaries and co-executors in a high‑...Senior
$100k - $150k
...Senior Tax AssociateBased in New York, NY, Joel Isaacson & Co. serves... ...and cash flow management, estate and tax planning and... ...specializes in the taxation of gifts, trusts, estates, foundations,... ...thorough technical knowledge of accounting standards and reporting standards...SeniorWork at officeImmediate startRemote work- ...Our client is hiring a Senior Tax Preparer to join their dynamic group of tax... ...necessary individual, partnership, estate, corporate, and/or trust tax returns. The ideal candidate has... ...person is also knowledgeable in tax accounting principles. You are a confident and...SeniorWork at office
- The Misch Group seeks an experienced private client attorney to manage or influence a substantial client book in estate planning, trust administration or private client services. Ideal candidates have seven to ten years of experience and a portable book of approximately...Senior
- Overview The Private Clients, Trusts & Estates practice seeks assistance for two partners with active and growing practices, contributing... ...includes preparing task lists and timelines, holding team members accountable, adapting plans, and leading projects. A strong...SeniorPrivate practice
- ...Isaacson & Co, 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... ...). Requirements include a Bachelor's in Accounting and 8+ years in HNWI/Family Office taxation,...SeniorWork at officeRemote work
$140k - $200k
A financial services firm in New York is seeking an analytical Tax Accountant to join their Family Office team. This hybrid position integrates compliance, tax preparation for various jurisdictions, and direct collaboration with Partners. Ideal candidates have 4-8 years...SeniorWork at office- City National Bank in New York seeks a Trust Officer to administer estate and personal trust accounts, including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts...Senior
$160k - $285k
...Description Job Description Estates & Tax Planning Associate... ...Area : Estate & Tax Planning / Trusts Administration / Probate §... ...§ Duties : The incoming Senior Estate Planning Associate will... ...and non-judicial trust accountings, and the comprehensive administration...Full timeLocal area- ...Senior Financial PlannerAt Range, we're building towards a world where anyone can live... ...management. Investments, taxes, retirement, estate planning, all in one platform instead of... ...Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA)...SeniorWork at officeRelocationMonday to Friday
- Job Overview A law firm seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in New York City, NY. The successful candidate... ...paid time off. Flexible reimbursement account for personal well-being expenses. #J-1880...SeniorPrivate practiceFlexible hoursShift work
- ...products and services, brokerage and banking services including trusts and estates, loans, mortgages, and deposits.The Trusts & Estates Center... ...trust and estate administration activities.DescriptionThe Senior Product Associate - Administration Oversight & Training supports...SeniorWorldwideFlexible hours
$174k - $261k
...hone existing skills and learn new ones “I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital Group’s... ...advisory and wealth planning business.You have knowledge of accounting and/or experience working with business founders.An Ideal...SeniorFull timeTemporary workWork at officeLocal areaFlexible hours$350k
...and Salary ArentFox Schiff is seeking a Senior Associate (8th-year class or above),... ...Income Partner to join its Private Clients, Trusts & Estates practice. This position is open to... ...holding internal and external team members accountable to timeline, identifying impact of new...SeniorPrivate practiceWork at officeFlexible hoursShift work$100k - $115k
...directly with the brands they love—driving discovery through trusted tastemakers and authentic recommendations.ShopMy recently became... ..., and taste, we’d love to meet you.About the Role:As a Senior Accountant at ShopMy, you'll be a core part of the Finance team, supporting...SeniorWork experience placementWork at officeImmediate startFlexible hoursShift work- PrideStaff in New York, NY is seeking a Trusts & Estates Paralegal for a full-time position. You will manage all phases of estate and trust administration, including probate and client communications, and assist with federal and state estate tax returns. Requirements include...Full time
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