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  • Attorney
    Attorney
    1 day ago
    $80000–$125000 yearly
    Full-time
    Watchung

    Associate Attorney Estate & Elder Law Watchung, NJ Join the highly experienced and tenured Managing Member and her team of professionals at a newly-launched firm solely practicing Estate and Elder Law. The Firm is seeking experienced associate attorneys with a fire in their belly to: give clients peace of mind that if a death or dying crisis happens their wishes will be enforceable; and, advocate fiercely for the vulnerable elderly and others. 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. The position offers opportunities for a meaningful career and advancement in an environment where competence and professionalism are equally regarded along with empathy for clients and their families engaging the firm for their planning wishes, death and dying crisis management, and advocacy. Summary of Job Duties & Responsibilities: 1. Support the managing partner with drafting planning instruments including Wills, Trusts, Powers of Attorney, Health Care Directives, beneficiary designations, and advise on tax and Medicaid implications and complex asset protection plans including family partnerships and irrevocable trusts; supervise signing ceremonies. Associates have the opportunity for growth in the firm by initiating client engagement through their own relationships., 2. Manage estate and trust administration matters to assist fiduciaries in the administration process, preparation and submission of fiduciary accounts, advise the client on beneficiary relations and asset management/distribution, advise on Estate and Inheritance Tax Returns, interact with financial institutions, other professionals, and the Surrogate court., 3. Advise on Medicaid spend-down and applications with the County Board of Social Services; defend Medicaid clients in fair hearings; advocate for elderly clients in institutional care settings or home care settings. • J.D. Degree. Additional licensure or education, such as LLM, MBA, or CPA is helpful but not required., • Two or more years of relevant work experience, estate and elder law practice preferred., • Excellent communications skills - both oral and written., • Attention to detail, solid organizational skills, and ability to prioritize and delegate tasks., • Demonstrated experience with relevant firm software programs such as Microsoft Office Applications (Word, Outlook and Excel) and the firm's case management system (CLIO).

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  • Tax Manager
    Tax Manager
    2 months ago
    $130000–$160000 yearly
    Full-time
    Edison

    We are seeking an experienced Tax Manager to enhance our growing Tax department with strong tax and accounting expertise. This role involves reviewing Federal and state tax returns, managing staff, and focusing on real estate industry tax matters. Key Responsibilities: • Review partnership tax returns, S corporations, and high net-worth individual tax returns., • Manage and coordinate tax compliance, consulting engagements, and related projects., • Analyze partnership agreements and financial statements for accurate income, deductions, and allocations., • Research and implement complex partnership tax issues, including capital account maintenance and allocation methodologies., • Assist with tax planning and structuring for real estate transactions, including 1031 exchanges and qualified opportunity zones., • Stay updated on tax issues, new legislation, and trends to provide proactive client service., • Build relationships with clients to offer exceptional planning and consulting expertise., • Supervise, train, and develop staff while managing team resources and engagement workflow., • Improve processes by implementing best practices. Requirements: • Bachelor’s Degree in Accounting or equivalent field., • CPA, JD, or EA license., • 8+ years of experience in reviewing complex tax returns., • Experience with real estate-specific tax topics, including partnership taxation, 1031 exchanges, and real estate depreciation methods., • Proficiency in tax accounting, tax compliance, and various tax returns., • Preferable knowledge of QuickBooks., • Experience in supervising, managing teams, and mentoring staff., • Exceptional collaboration, communication, analytical skills, problem-solving abilities, and deadline commitment., • Strong alignment with our core values of Honesty and Candor, Continual Learning, Innovation, Mentorship, Leadership, Team Player, and Client Commitment. The position offers a flexible salary of 150K and is a hybrid role located in New York City and Central NJ.

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