- Robert Half Legal (Garden City, NY)
- …Proven expertise in preparing estate tax returns and handling matters related to estate planning and administration. * Strong knowledge of estate and ... merit based. Billables: 1800 Experience needed: has worked on " estate tax returns" Job Summary: * Draft estate..." estate tax returns" Job Summary: * Draft estate plan documents such as Wills, Grantor Trusts, revocable… more
- Robert Half Legal (Rochester, NY)
- Description Our client, a successful full-service law firm, is seeking a junior Estate Planning Attorney to join their well-established law firm in Rochester, ... and client-focused Trusts & Estates practice group. If you are passionate about estate planning and eager to build a long-term career, this role could be an… more
- Wells Fargo (New York, NY)
- …training, military experience, education **Desired Qualifications:** + In depth trust and estate planning experience focused on the HNW/UNHW space in a ... client-facing capacity + Extensive knowledge and understanding of financial and estate planning , fiduciary/trust, wealth transfer, leverage, multiple asset class… more
- JPMorgan Chase (New York, NY)
- …+ Professional designations required: JD + Recognized expertise in managing the estate planning needs of high-net-worth individuals + Sales experience, ... Private Bank, you will help ensure that our clients' estate , income, tax, philanthropic, and other planning ...clients' estate , income, tax, philanthropic, and other planning needs are identified and met through a comprehensive… more
- Citigroup (New York, NY)
- …deliver and implement customized wealth structuring services, which include proactive estate planning solutions based upon each client/prospect's individual ... ability to provide guidance on wealth structuring matters, including: * Estate , gift and income tax planning *Transition...matters, including: * Estate , gift and income tax planning *Transition event planning *Business succession … more
- Hatch (Brooklyn, NY)
- …and the development of innovative analytical approaches to a variety of complex planning , real estate , energy, and infrastructure challenges. We also work ... You Bring + 8+ years of experience in economic consulting, real estate , urban planning , management consulting, or related fields. + Degree in economics, public… more
- Deloitte (New York, NY)
- …corporate real estate industry trends * Experience with real estate portfolio optimization strategies, including master planning , campus/HQ strategy, ... and planning and analytics * Experience with corporate real estate , facilities management, workplace strategy, or workplace business processes and workflows… more
- Robert Half Legal (Rochester, NY)
- …in ensuring the smooth operation of legal processes and client services within business law, estate planning , Medicaid planning , and real estate practice ... documents (wills, trusts, powers of attorney, business formation docs, real estate contracts, deeds, etc.) + Communicate professionally with clients. + Maintain… more
- Neuberger Berman (New York, NY)
- …+ Implement asset allocation decisions. + Work with our Investment Team, Financial Planning and Tax Specialists, Estate Planning , and Portfolio Management ... The individual should have strong technical knowledge of gift, estate , and fiduciary income tax, ability to prioritize and...required. + 5 plus years of hands-on trust and estate administration experience preferably at a bank or trust… more
- Hatch (Brooklyn, NY)
- …and the development of innovative analytical approaches to a variety of complex planning , real estate , energy, and infrastructure challenges. We also work ... Senior Urban Design and Planning ConsultantApply now " Apply now + Apply...in consulting in the field of urban economics, real estate , or environmental economics. The candidate must have a… more