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The Private Client Wealth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.
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We provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO, REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services.
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Demonstrates knowledge of commercial lending products and processes such as commercial & industrial loans, commercial real estate, asset based lending, project finance, leasing, etc; Our team provides our clients with gap assessments as well as design and implement processes to facilitate asset and liability management, funding and liquidity planning and stress testing, and capital management.
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We are currently seeking a Tax Manager or a Senior Tax Manager to join our Trust and Estate Practice which provides Estate Planning Services and Tax Compliance Services. Provide high level fiduciary, personal income, gift and estate tax compliance services as well as estate planning advisory services.
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Provide comprehensive counsel and legal support to clients in matters of wills, probate, estate planning and other related areas. · Utilize your expertise in Estate Planning to assist clients in preparing wills, trusts, and handling probate procedures.
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Delivering expert legal guidance and services related to estate planning and business formation. We are currently seeking a highly skilled Network Attorney with specialization in Estate Planning and Business Formation to join our team.
$15,000 - $60,000 a yearPart-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Create strategies for utilization of inter-vivos trusts in the estate planning process. Marcum LLP is seeking an Estate Gift and Trust Tax Director to join our growing and well-established national firm.
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Providing space planning and design solutions that align with Corporate Real Estate goals and standards. What is the Corporate Real Estate - Planning and Design group responsible for.
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Background in land planning, zoning, law, and real estate. They also participate in due diligence, including concept land planning, environmental, utility system, and title analysis.
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Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning.
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Successful candidates will have three or more years of experience in estate planning and administration functions, such as preparing trust agreements and wills, handling probate proceedings, administering trusts, preparing estate tax returns, and some experience handling elder law matters, including Medicaid planning and guardianships.
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Responsible for various client planning needs including investments, estate planning, insurance, and tax planning. 10+ years of experience with a financial planning firm, family office, or RIA.
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Applicants must be experienced in one or more of the following various practice elements of estate and elder law: planning, administration, guardianship, Medicaid, and related litigation.
$75,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The ideal candidate will have 7-10 years of experience and will be responsible for overseeing, planning and reviewing engagements; supervising staff, interacting with clients, tax preparation and review, and ensuring the completion of all engagements for clients in various industries, majority in real estate.
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Sax Wealth Advisors, LLC is an independent registered investment advisor offering strategic long-term financial and estate planning built on trust, integrity, and meaningful client relationships.
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estate planning jobs in Madison, NJ
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