Current jobs related to Trust & Estates Tax Attorney - parsippany - Summit Financial

  • Trust & Estates Tax Attorney

    2 months ago

    Parsippany, United States Summit Financial Full time

    Summary:Ranked one of the top 100 top RIAs by Barron’s & Forbes and headquartered in Parsippany, New Jersey with several regional offices across the country, Summit Financial LLC is a ~$10 billion independent advisory firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40...

  • Trust & Estates Tax Counsel

    1 month ago

    Parsippany, United States Larson Maddox Full time

    A prestigious RIA with a focus on financial planning, investment advice and asset management services to individuals and institutions is seeking a Trust & Estate Tax Counsel to join their team in New Jersey. There is an immediate need to bring somebody on as the company's continued growth has led to an increased need for support to their financial advising...

  • Wills, Trusts, and Estates Planner

    6 days ago

    Parsippany, New Jersey, United States The Bianchi Law Group, LLC Full time

    Wills, Trusts, and Estates PlannerWe are seeking a skilled attorney to join our team as a Wills, Trusts, and Estates Planner.This role offers the opportunity to work on a variety of estate planning matters, including wills, trusts, and asset protection.Key Responsibilities:Provide comprehensive legal advice on estate planning, including wills, trusts, and...

  • Experienced Wills, Trusts, and Estates Attorney Wanted

    6 days ago

    Parsippany, New Jersey, United States The Bianchi Law Group, LLC Full time

    Part-Time Counsel PositionWe are seeking a seasoned attorney to fill a part-time counselor position in our estate planning department.The ideal candidate will have extensive experience in estate planning, wills, and trusts, as well as knowledge and experience with Wealth Counsel and Decision Vault.This role offers the flexibility to work independently while...

  • Tax and Estate Planning Attorney

    1 month ago

    Parsippany, New Jersey, United States Summit Financial Full time

    About UsSummit Financial LLC is a leading independent advisory firm headquartered in Parsippany, New Jersey. With over 40 years of experience, we have been providing comprehensive financial planning and wealth management services to high-net-worth individuals.Job DescriptionWe are seeking an experienced Tax and Estate Planning Attorney to join our growing...

  • Senior Tax Manager

    4 weeks ago

    Parsippany, NJ, United States 77 Consultants Full time

    RESPONSIBILITIES INCLUDE: Be a leader within the Private Client Service / Estate and Trust practice of the Firm. Develop, supervise and mentor members of the Private Client Service / Estate and Trust team. Coordinate tax compliance and planning responsibilities for our multistate environment. Maintain visibility in the Estate and Trust community. Maintain...

  • Creative Financial Staffing | Tax Partner, Trust and Estates NJ | troy hills, nj

    4 weeks ago

    Parsippany-Troy Hills, United States Creative Financial Staffing Full time

    Our client is a multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. They are dedicated to providing an environment that offers growth, stability and advancement opportunities.About the firm: A leading accounting firm...

  • Tax Planning Expert

    1 week ago

    Parsippany, New Jersey, United States 77 Consultants Full time

    Job OverviewWe are seeking a highly experienced Tax Planning Expert to join our team at 77 Consultants.Salary RangeThe estimated annual salary for this role is $120,000 - $180,000, depending on experience and qualifications.Key ResponsibilitiesAs a Tax Planning Expert, you will be responsible for:Leading the Private Client Service / Estate and Trust practice...

  • Tax Planning Leader

    1 week ago

    Parsippany, New Jersey, United States 77 Consultants Full time

    Job OverviewWe are seeking a seasoned Senior Tax Manager to lead our Private Client Service / Estate and Trust practice.About the RoleThis position requires a professional with extensive tax planning experience, particularly in estate and gift taxation.ResponsibilitiesDevelop and implement tax strategies for high-net-worth clients.Supervise and mentor team...

  • Tax Manager Position

    2 weeks ago

    Parsippany, New Jersey, United States CohnReznick LLP Full time

    CohnReznick LLP, a leading Professional Services and Business Advisory firm, offers an exciting career opportunity for a Senior Tax Manager to join our National Tax practice.We are seeking a seasoned tax professional with expertise in property tax compliance and consulting services, including audit controversy, due diligence, tax projections, research, and...

  • Senior Counsel

    7 days ago

    Parsippany, New Jersey, United States The Bianchi Law Group Full time

    Job RequirementsTo be successful in this role, you will need:A Juris Doctor (JD) degree from an accredited law school.Admission to the New Jersey State Bar.A minimum of years of experience in estate planning, wills, and trusts.Knowledge and experience with WealthCounsel and Decision Vault.Preferred: LLM in Taxation or Estate Planning.Excellent legal...

  • Tax Senior Manager Role

    3 weeks ago

    Parsippany, New Jersey, United States CohnReznick LLP Full time

    As a Tax Senior Manager, you will be responsible for providing property tax compliance and consulting services to our clients. This role requires a minimum of 7+ years of experience in tax, with a focus on property tax compliance and consulting.About CohnReznick LLPCohnReznick LLP is one of the nation's top Professional Services and Business Advisory firms....

  • CohnReznick LLP | Tax Senior Manager

    3 weeks ago

    Parsippany-Troy Hills, United States CohnReznick LLP Full time

    As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Manager to join the SALT team in our...

  • Senior Care Network Developer

    3 weeks ago

    Parsippany, New Jersey, United States Caring Transitions Full time

    Job OverviewCaring Transitions of Parsippany seeks an experienced Senior Care Network Developer to expand our local network in assisted living, memory care, and senior services. This is a unique opportunity for a people-person who is passionate about making a difference in the lives of seniors.About the RoleThis Network Developer will build and nurture...

  • Business Development Representative

    4 weeks ago

    Parsippany, United States Caring Transitions Full time

    Join Our Fun, Impactful Team! Are you passionate about building relationships, making a difference, and bringing new business opportunities to life? If you have experience working with assisted living facilities and a knack for networking, we want YOU to join our growing team at Caring Transitions of Parsippany! We're looking for a dynamic and driven...

  • Ambitious Commercial Litigation Associate

    4 weeks ago

    Parsippany, New Jersey, United States LHH Full time

    Company Overview">LHH is a pioneering legal firm dedicated to delivering cutting-edge litigation services. With a strong presence in NJ, the firm serves as trusted in-house counsel to small and mid-size businesses across the U.S.CompensationWe offer an attractive salary of approximately $145,000 per year, considering the location and industry standards.Job...

  • Commercial Banker

    2 months ago

    Parsippany, United States Blue Foundry Bank Full time

    About Blue Foundry Bank This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative, and fun. A Bank of movers, shakers, and makers...We are a Bank...

  • CohnReznick LLP | Tax Manager

    4 weeks ago

    Parsippany-Troy Hills, United States CohnReznick LLP Full time

    As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! YOUR TEAM. We currently have an exciting career opportunity for a Tax Manager to join our Commercial...

  • Creative Financial Staffing | Tax Partner NJ | troy hills, nj

    4 weeks ago

    Parsippany-Troy Hills, United States Creative Financial Staffing Full time

    Construction Tax Partner - 100% Remote!Our client is a multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. They are dedicated to providing an environment that offers growth, stability and advancement opportunities..They...

  • Client Service Associate Assistant

    6 months ago

    Parsippany, United States Hennion & Walsh Full time

    Client Service Associate Assistant (Entry Level) - Join the Hennion & Walsh Family!Are you ready to embark on a fulfilling career journey with a company that values teamwork, growth, and unparalleled client service? Look no further! At Hennion & Walsh, we take pride in our full-service approach to securities and our expertise in tax-free municipal bonds....

Trust & Estates Tax Attorney

2 months ago

parsippany, United States Summit Financial Full time

Summary:

Ranked one of the top 100 top RIAs by Barron’s & Forbes and headquartered in Parsippany, New Jersey with several regional offices across the country, Summit Financial LLC is a ~$10 billion independent advisory firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. We are looking to hire a Tax & Estates Tax Attorney to our growing team.



Role and Responsibilities:

  • Integral involvement in creating departmental content for the company’s website plus white papers on tax & financial planning
  • Work together with Financial Advisors and their teams to analyze, design and implement comprehensive financial and estate plans for high net-worth clients
  • Support Financial Advisors throughout the financial & tax planning process, incorporating products into that planning where appropriate
  • Analyze various estate & business documents (such as Wills, Trusts, Shareholder Agreements, Entity Operating Agreements, Charitable Trusts, etc.), plus various tax returns (like income, gift, estate, etc.) and compose executive summaries of them with commentary
  • Review current asset titling, including joint ownership with family members or others (such as tenancy in common, joint tenancy with rights of survivorship, tenancy by the entirety, etc.)
  • Provide income tax strategies and analysis for entrepreneurs/business owners, including recommendations of qualified retirement plans and deferred compensation plans
  • Research legal & tax issues and discuss them with client’s tax and/or legal counsel to build a consensus on the client’s best course of action and then coordinate with those tax & legal advisors to implement the client’s decisions
  • Provide broad-based internal consulting to Financial Advisors, serving as a resource to answer financial and tax questions
  • Participate on and contribute to various committees within the company, plus support the Director of Integrated Planning as needed
  • Provide internal training to Financial Advisors and their staff, plus participate in recruiting on behalf of the firm



Requirements:

  • 2+ years of experience at a law firm, accounting firm, financial service organization or combination thereof
  • Juris Doctor (JD) degree



Preferred Qualifications:

  • Master of Law in Taxation is helpful
  • Familiarity with income tax planning strategies is helpful
  • CPA or IRS enrolled agent designation is welcomed
  • Comfortable meeting with and presenting strategies to clients & Financial Advisors in an environment which may be demanding and fast paced at times


*Please note that the title for this position could change, since the candidate hired may not provide legal advice for the firm