Trusts & Estates Associate — Wealth & Tax Planning
Whiteman Osterman & Hanna LLP
Whiteman Osterman & Hanna LLP in Albany, NY seeks a Trusts and Estates Associate with 1–4 years of experience focusing on income, estate, gift, and generation-skipping tax matters. The successful candidate will handle estate planning and trust administration and contribute to wealth preservation and business succession planning for high-net-worth clients. This on-site, full-time position offers a competitive compensation package with bonus eligibility up to 50% of salary and opportunities to #J-18808-Ljbffr Whiteman Osterman & Hanna LLP
- ...Osterman & Hanna LLP seeks a Trusts and Estates Associate with 1-4 years of... ...gift, and generation-skipping tax matters. The successful candidate... ...have experience in estate planning and estate and trust administration... ...tax and estate planning, wealth preservation, charitable...Tax
$60k - $100k
...IMPACT Are you interested in estate and trust administration and enjoy helping... ...guidance? Goldman Sachs Wealth Management is seeking an Estate... ...partners such as attorneys, tax advisors, and fiduciaries as... ...Foundational understanding of estate planning and administration concepts...TaxFull timeTemporary workPart time$80k - $250k
...closely with top fiduciary, tax and wealth management professionals, and... ...businesses provide financial planning, investment management, banking... ...benefit planning. The Estate Settlement Services (ESS) The... ...settling client estates and trusts. Members of the ESS team interact...TaxWork at office$115k - $132.5k
...Osterman & Hanna LLP seeks a Trusts and Estates Associate with 1-4 years of... ...generation‑skipping transfer tax matters. The successful candidate... ...have experience in estate planning and estate and trust administration... ...tax and estate planning, wealth preservation, charitable...TaxFull timeWork at office$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...advice and guidance to clients on tax planning, compliance, and strategy. These... ...thoughtfully to establish a secure and trusted workplace for all. Applications...TaxFull timeH1b$128k - $268k
...Purpose) The Senior Director of Family Wealth Consulting (the Director) serves as a lead... ...coaching and business transition planning solutions, including our advice on strategies... ...for pre-transition value building, tax, trust & estate planning, business growth, tax reduction...TaxWork at officeLocal areaFlexible hours$55k - $75k
...contact to address their specific planning needs and manage their financial... ...investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk... ...firm’s most strategic clients. Our trusted Advisor teams have worked with sophisticated...TaxFull timeTemporary workPart timeWork at office$55k - $75k
Our Impact Wealth Management Across Wealth Management, Goldman Sachs... ...businesses provide financial planning, investment management,... ...and beyond, which may include tax and estate planning, philanthropic planning... ...solutions, building trust and rapport across PWA teams,...TaxFull timeTemporary workPart timeWork at office$80k
...integrate with clients’ wealth management objectives.... ...various entities (e.g., trusts, LLCs, partnerships).... ...alternative assets, or trust/estate accounting. Proven... ...with state and federal tax matters is a plus.... ...private client’s wealth planning. Excellent interpersonal...TaxWork at office- TalentWealth is seeking a Senior Tax Associate to join its tax advisory... ...individuals, families, trusts, estates and closely held businesses.... ...technical tax work with proactive planning and advisory services,... ...professionals to protect and grow wealth. You’ll prepare and review...Tax
$55k - $75k
Wealth Management, Private Wealth Management, Family Office, Analyst... ...businesses provide financial planning, investment management,... ...and beyond, which may include tax and estate planning, philanthropic planning... ...Office Services, building trust and rapport across PWA teams,...TaxFull timeTemporary workPart timeWork at office$46k - $52k
...to $52,000.00 Annually Wealth Management Administrative... ...Vice President & Chief Trust Officer FLSA Status: Non... ..., a 401(k)-retirement plan with generous employer match... ...the administration of estates, trusts, investment... ...Trust Officer with any tax compliance issues. Assists...TaxFull timeApprenticeshipWork at officeMonday to FridayWeekend workAfternoon shift$28.85 - $43.27 per hour
...8.85-$43.27/hour Whiteman Osterman & Hanna LLP’s Estate Planning and Administration Practice Group is seeking a well... ...will have prior demonstrated experience as a Trusts and Estates Paralegal, or as a Trust Officer, Tax Preparer, or in another relevant professional field...TaxWork at office$90k - $120k
...Description Job Description PRIVATE WEALTH MANAGER Full-Time/In-Person/... ...professional who combines strong financial planning knowledge with exceptional client... ...planning, investment strategy, cash flow, tax-efficient planning, estate considerations, and risk management...TaxFull time$80k - $250k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs... ...businesses provide financial planning, investment management,... ...and beyond, which may include tax and estate planning, philanthropic planning... ...their various entities (e.g., trusts, LLCs, partnerships)....TaxFull timeTemporary workPart timeWork at office$33.34 - $43.59 per hour
...successful for more than 165 years? The Trusts & Estates Team at Harris Beach Murtha is in search... ...filings, fiduciary accountings, and tax returns (including Forms 1041, 706, and... ...support attorneys with a wide range of estate planning and administration matters. Do you have...TaxWork at officeRemote workFlexible hours$33.34 - $43.59 per hour
...successful for more than 165 years? Role The Trusts & Estates Team at Harris Beach Murtha is in search... ...filings, fiduciary accountings, and tax returns (including Forms 1041, 706, and... ...Draft and finalize estate planning documents, including wills, trusts, powers...TaxWork at officeRemote workFlexible hours$105.1k - $192.6k
...help to build a better working world. Tax - Indirect Tax - Property Tax - Manager... ...engagement economics, and implement resource plans and budgets. Guide teams, drive improvement... ...people, society and the planet, while building trust in capital markets. Enabled by data,...TaxSummer holidayLocal areaFlexible hours- ...employer contribution, a 401(k)-retirement plan with generous employer match, paid time... ...certain loan products, and much more! About The Trust Administrator Role The Trust Administrator... ...bills, evaluates cash balances, estimates taxes, and works with investment managers to...TaxFull timeApprenticeshipWork at officeMonday to FridayWeekend workAfternoon shift
$25 - $38.46 per hour
...Brooklyn Ohio Job Summary The Associate works in a Salesforce... ...environment to provide trust administration to... ...Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion. Reads... ...activity through Salesforce, planning client meetings, and...TaxHourly payWork experience placementWork at officeRemote workFlexible hours$61k - $119k
...their goals through financial planning. On your path to becoming a financial... ...& Advisory Services · Trust Services · Retirement Solutions... ...independent contractors3 for income tax purposes, and a statutory... ...SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (...TaxFull timeContract workFor contractorsWork at office- ...Tax Senior – Public Accounting Are you looking for a firm where your voice is heard,... ...individual, corporate, partnership, and trust tax returns Conduct tax research and stay... ...current on tax law changes Assist in tax planning and advisory services for a diverse client...TaxFlexible hours
- ...governmental entities, employee benefit plans and individuals. The... ...accounting, auditing, tax and/or other consulting services... ...% - 80% of your time will be associated with these assigned tasks to... ...individual, partnership, fiduciary, trusts, estates and non-profits. 4. Perform...TaxWork experience placementWork at officeDay shift
- ...established and growing tax advisory practice is seeking a Senior Tax Associate to join a... ...individuals, families, trusts, estates, and closely held businesses... ...expertise with proactive planning and advisory work. You... ...that preserve and grow wealth across generations. What...Tax
$125k - $150k
...are currently seeking a Senior Tax Manager for a well-established... ...expertise, strategic tax planning, and the ability to mentor junior... ...Review business, individual, and trust tax returns. Perform high‑... ...background in construction, real estate, and professional service...Tax- ...years of relevant legal experience. Responsibilities include drafting legal documents, appearing in court, and managing various trust and estate matters. Strong communication skills are essential to explain complex legal matters clearly. #J-18808-Ljbffr State of New...Tax
$95k - $115k
Australia-Employment is seeking a Tax Senior to join their Wealth Management team in Albany, NY. The ideal candidate will possess a BS in Accounting... ...benefits including medical, dental, vision, and a generous 401(K) plan with company match. #J-18808-Ljbffr Australia-EmploymentTax- ...position offers 360-degree exposure to tax, audit, and advisory engagements. You will... ..., corporations, partnerships, estates, and trusts. Assurance Engagements: Participate in... ...a diverse client portfolio. Advisory & Planning: Assist with strategic tax planning for...TaxLocal area
- ...governmental entities, employee benefit plans and individuals. The Senior... ...accounting, auditing, tax and/or other consulting... ...% - 85% of your time will be associated with these assigned tasks to... ...individual, partnership, fiduciary, trusts, estates and non-profits. 4. Prepare...TaxWork experience placement
- ...Bishop Lifting Products, Inc. is the most trusted name in the lifting world. It has the... ...types of weather while performing physically-taxing tasks Job Requirements: Welder... ...more. Good analytical, conceptual and planning skills. Mathematical aptitude up to...TaxWeekly pay
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