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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Trusts & Estates Associate — Wealth & Tax Planning in Albany, NY vacancy
- ...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
$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...TaxFull timeWork at officeLocal areaFlexible hours$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 officeWhiteman Osterman & Hanna
Albany, NYa month ago$75k - $150k
The industry role of Wealth Advisor resides as a Financial... ..., and qualified plans). Our current investment... ...planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice... ...to establish a level of trust and confidence with our client...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$95k - $115k
Jobot is hosting a Tax Senior - Wealth Management role in the Albany area with a hybrid work arrangement. The position emphasizes tax compliance and planning for high net worth clients within a wealth management context. The ideal candidate holds a BS in Accounting or...Tax- Asset & Wealth Management, Private Family Office Client Analyst... ...to address their specific planning needs and manage their... ...investment review, income tax preparation and planning, estate planning and wealth transfer... ...strategic clients. Our trusted Advisor teams have worked...TaxFull timeTemporary workPart timeWork at office
$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 officeWhiteman Osterman & Hanna
Albany, NY3 days ago$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- ...successful for more than 165 years?The Trusts & Estates Team at Harris Beach Murtha is in search... ...Court 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
Harris Beach Murtha
Albany, NY4 days ago $99k - $266k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate... ...thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted...TaxH1bPwC
Albany, NY2 days ago$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 timeFusco Personnel, Inc.
Albany, NY3 days ago- ...partner passionate about talent and growth. Trust Administrator Reports to: Assistant Vice... ...employer contribution a 401(k)-retirement plan with generous employer match paid time off... ...bills, evaluates cash balances, estimates taxes, and works with investment managers to raise...TaxFull timeApprenticeshipWork at officeMonday to FridayWeekend workAfternoon shift
$60k - $75k
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers... ...management businesses provide financial planning, investment management, banking and... ...Goldman Sachs and beyond, which may include tax‑efficient solutions, philanthropic planning...TaxFull timeTemporary workPart time$80k - $100k
...Tax Manager Opportunity We have tremendous opportunities for a Tax Manager... ..., research, correspondence and planning Responsible for managing trust and estate-related filings (Form 1041) and... ...consultative approach on topics impacting wealth planning, succession, and family...TaxSummer workWork at officeMonday to FridayMonday to ThursdayBonadio
Albany, NY2 days ago- TAX SENIORWell established, highly profitable regional CPA firm seeks a Tax Senior to specialize in estate and trust tax. Hybrid work environment. Candidates must have estate and trust tax experience. We offer a very reasonable work life balance, excellent benefits including...Tax
$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 officeNorthwestern Mutual Life Insurance Company
Albany, NY3 days ago$65k - $70k
...curriculum development, instructional planning, and implementation.... ...skills with the ability to build trusting relationships with staff.... ...designed to support your health, wealth, and professional growth: Financial... ...03(b) Retirement Savings: Pre-tax savings options to further...TaxFull timeCasual workWork at officeLocal areaSt. Catherine’s Center for Children
Albany, NY2 days ago$55k - $75k
...000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage... ...& debt management Employee benefits Insurance Income taxes Education funding Estate planning Practical application of technical training...Tax- ...Job Overview A law firm seeks an Estate and Tax Planning Attorney with five to seven years of experience... ...will have experience with various trusts, including Intentionally Defective Trusts... ...and/or NetDocuments. Proficiency with Wealth Docs preferred. Proficient in...TaxWork at officeRelocation package
BCG Attorney Search
Latham, NY4 days ago $142.6k - $261.5k
...Capital Markets, Wealth and Asset Management... ..., and Real Estate, Hospitality and Construction... ...institutions are trusted and flourish, and... ...implementation plans that support our clients... ...and managing associated business... ...assurance, consulting, tax, strategy and transactions...TaxWork experience placementSummer holidayFlexible hoursEY
Albany, NY1 day ago$65k - $70k
Description Citizens Wealth Management is honored to be a high quality provider in the investment... ...and video. The primary objective of this trusted advisor is to grow client assets, retain... ...and other liabilities, cash flow and tax status. The Virtual Wealth Advisor...TaxCurrently hiringWork at officeLocal areaFlexible hours- ...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
$27 - $41 per hour
...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community... ...Service Expert, you will serve as a trusted advisor, empowering customers to achieve... ..., bookkeeping, payroll, financial planning, and advisory services. This is not a hand...TaxWork at officeLocal areaMonday to FridayIntuit
Albany, NY13 days ago$125k - $150k
...Senior Tax ManagerWe are currently seeking a Senior Tax Manager... ...technical expertise, strategic tax planning, and the ability to mentor... ...DutiesReview business, individual and trust tax returns. Perform high-... ...in construction, real estate, and professional service industries...TaxGarnet River
Albany, NY3 days ago- ...We are seeking an experienced Tax Manager to join our growing public... ...delivering high-quality tax planning and compliance services across... ..., partnership, corporate, and trust tax returns ~ Manage... ...Construction, Real Estate, Manufacturing, Healthcare, Nonprofit...TaxFlexible hours
gpac
Albany, NY2 days ago - Job Overview A law firm seeks an Estate and Tax Planning Attorney with five to seven years of experience... ...will have experience with various trusts, including Intentionally Defective Trusts... ...and/or NetDocuments. Proficiency with Wealth Docs preferred. Proficient in...TaxWork at officeRelocation package
- ...Senior Analyst in the Financial Services Organization (FSO) EDGE Wealth and Asset Management team. You will collaborate with... ...private equity, and mutual fund taxation, including structuring, tax planning, and advisory services. You’ll support new and existing client...TaxFlexible hours
$125k - $150k
...hours per week Outside of Tax Season Monday -... ...accounting professionals Build trusted relationships with clients... ...and tax engagements from planning through completion Manage... ...that our employees and associates will cooperate in maintaining...TaxWork at officeLocal areaImmediate startExpress Employment Professionals Defunct
Albany, NY5 days ago$99k - $232k
...projects, ensuring their successful planning, budgeting, execution, and... ...(e.g. refer to specific PwC tax and audit guidance), the Firm... ...Certified Solution Architect Associate or Professional, GCP... ...thoughtfully to establish a secure and trusted workplace for all....TaxFull timeWork experience placementH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trusts & Estates Associate — Wealth & Tax Planning. Be the first to apply!
Related searches
- property management associate Albany, NY
- real estate agent Albany, NY
- real estate broker Albany, NY
- apartment locator Albany, NY
- estate agent Albany, NY
- real estate salesperson Albany, NY
- realtor Albany, NY
- title examiner Albany, NY
- property management specialist Albany, NY
- seasonal tax professional Albany, NY