Estate Planning Associate Jobs in Rochester

Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..

Adjunct Faculty, Wealth Management The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences ..

... broad scope of matters including estate planning, business succession planning, trust & estate administration, taxation, probate administration, and ... have 5 years of sophisticated estate planning experience and strong..

... seeks a Trusts and Estates Associate to join its practice in ... practice in Rochester, NY. The associate will work with a team ... high-net-worth clients, providing advice on..

... documents related to the client’s estate. Assist in valuing the assets ... valuing the assets in the estate. Prepare documents and assist with ... in the administration of an..

Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and ..

Wealth Management, Trust & Estates, Trust Officer – ED The candidate will analyze trust documents for legal, tax, administrative, and investment issues and coordinate the delivery of services. Will make recommendations ..

... firm seeks a Private Clients Associate in Rochester, NY. This role ... and business owners to develop estate plans and management strategies. The ... high net worth individuals in..

Trusts and Estates and Public Benefits The candidate conducts research, develops asset-protection strategies, prepares legal documents, presents options to clients, and attends court appearances in all facets. Regularly consults with supervising ..

Tax Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift ..

Manager, Investment Management, Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well ..

... provide clients with complete trust, estate and investment management services; this ... Network with attorneys, trust & estate planning professionals and other Centers of ... public events as appropriate...

Tax Consultant II - Investment Management - Private Wealth Tax Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers ..

Banker - ED Duties: Leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Responsible for the client experience and engaging resources to ..

... to hire a Private Clients Associate with 3-5 years of experience ... companies, and corporations, focusing on estate, income, and gift tax planning matters. The candidate should also .....

... money due; examine claims against estate and makes reasonable and proper ... and other costs of settling estate; select securities to be sold ... tax returns for decedent and..

... provide clients with complete trust, estate and investment management services; this ... Network with attorneys, trust & estate planning professionals and other Centers of ... public events as appropriate...

Senior - Real Estate Tax The candidate will work within an engagement team and draw on the experience in accounting and taxation to provide tax compliance and consulting services to investment ..

Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work ..

Corporate Tax Attorney The candidate should have 3-5 years of experience advising clients on a broad range of federal and/or state and local business tax issues in connection with partnerships, limited ..