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Job Description Title: Trusts & Estates Administration ParalegalLocation: Remote Trusts & Estates Administration Paralegal - New Jersey, New York or Florida Office: Seeking a Trust and Estate Administration Paralegal with 5 plus years’ experience to join our New Jersey, New York or Florida Offices. Responsibilities: • Handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus),, • Extensive communication with clients, financial planners and accountants,, • Preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, etc. Requirements:, • Superior communication and mathematical skills are a must., • Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus., • Highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills., • College degree and/or paralegal certificate preferred., • JD/paralegal candidate will be considered as well

Trust & Estate Planning Lead Lumida is building a modern wealth platform for UHNW, founders, entrepreneurs, and multi-generational families who require institutional-grade investment access and sophisticated planning architecture. We are seeking a licensed planning leader to own and scale our advanced trust, estate, and tax planning function. This is not a traditional financial planning role. This is a mandate to architect and lead the planning infrastructure inside a high-growth fiduciary RIA serving ultra-high-net-worth clients. About Lumida Lumida is a modern wealth advisor for people who want access to the same opportunities as institutions - public markets, private deals, and alternatives. Our mission is to transform wealth management - combining investment excellence and the best of trust and estate planning into a modern, tech-first experience. Our team shares the same mindset as our clients - curious, original, and driven to build what doesn’t yet exist. We are venture backed and include luminaries such as former SEC Chair Arthur Levitt as an investor. Our leadership and advisory network reflects deep experience. Lumida is launching the Lumida Invest SuperApp — a holistic platform that unifies public markets, private deals, and alternatives in a single, modern investing experience. Lumida is recognized for its differentiated, non-consensus insights across its podcast and newsletter and social media presence on major media such as the WSJ, CNBC, and more. Lumida is reshaping how modern investors build and enables its clients to Invest Beyond the Ordinary. The Mandate As Trust & Estate Planning Lead, you will serve as the firm’s authority on complex planning strategy. You will design and implement sophisticated trust, estate, and tax frameworks for UHNW, founders, concentrated equity holders, and multi-generational families, while building scalable planning infrastructure as Lumida grows. This role sits at the intersection of client strategy, technical expertise, and firm-level leadership. You will: • Lead advanced estate and trust design for UHNW families, • Architect tax-efficient strategies including capital-gains mitigation, liquidity-event planning, and concentrated stock diversification, • Evaluate and integrate PPLI and insurance-based structures where appropriate, • Partner directly with Sales and external CPAs, estate attorneys, and insurance specialists, • Join client and Sales meetings as the firm’s technical authority, • Translate complex structures into clear strategic direction for clients, • Build repeatable planning workflows and internal frameworks, • Elevate and scale Lumida’s client planning function as AUM expands This is both a client-facing and infrastructure-building role. Who This Is For • 5+ years advising UHNW clients in advanced planning environments, • Deep experience in trust structures, estate strategy, tax optimization, and complex wealth transfer, • Experience working alongside private investments, alternatives, and concentrated equity positions, • CFP preferred, • Series 65 or ability to obtain, • Strong fluency in fiduciary standards and RIA compliance Most importantly: You think like an architect, not a service associate. You are comfortable operating inside ambiguity and building systems from scratch. You want ownership, not a narrow lane. Why This Role Matters Lumida is scaling rapidly. As our client base and AUM expand, advanced planning is central to client retention, differentiation, and long-term growth. This role is critical to: • Increasing wallet share among UHNW clients, • Strengthening multi-generational relationships, • Deepening integration between investment strategy and planning, • Elevating Lumida’s competitive positioning against multi-family offices You will have a real seat at the table and direct influence over how planning evolves inside the firm. Why Lumida • Institutional-grade access across public and private markets, • A fiduciary platform integrating investments and advanced planning, • The opportunity to build and lead a core function, • Direct exposure to founders, entrepreneurs, and sophisticated families, • Competitive compensation with long-term growth alignment If you are a planning professional who wants to operate at a higher level and build something enduring, Apply Now.

📢 Of Counsel – Business Litigation - Newark, NJ Full-Time | Senior Attorney | Commercial Litigation About Us: Our client is a full-service commercial law firm with a strong reputation for representing multinational corporations, financial institutions, and business clients in complex commercial disputes. Our litigators are active in federal and state courts, arbitration, and appellate matters, and the firm’s Litigation Department has been repeatedly recognized by Benchmark Litigation, Chambers USA, and the New Jersey Law Journal for excellence. Position Overview: We are seeking an experienced Of Counsel – Business Litigation attorney with approximately 10 years of experience to join our dynamic litigation team in Newark, New Jersey. The ideal candidate will have a strong background handling breach of contract disputes, business breakdowns, shareholder disagreements, and other commercial litigation matters. This role offers high-visibility work with sophisticated clients, meaningful case responsibility, and the opportunity to collaborate closely with senior partners and colleagues across offices. Key Responsibilities • Lead and manage all phases of complex commercial litigation in federal and state courts, including pleadings, discovery, motion practice, and trial preparation., • Advise clients and develop litigation strategy in disputes involving breach of contract, business and shareholder disputes, governance claims, fiduciary duty matters, and related commercial issues., • Prepare and draft substantive pleadings, motions, briefs, and other litigation documents., • Engage directly with clients on case strategy, risk assessment, and legal counsel., • Mentor junior attorneys and contribute to business development efforts., • Collaborate with colleagues across practice groups and office locations to align litigation strategy with client business goals. Qualifications • Juris Doctor (J.D.) from an accredited law school., • Admission to practice in New Jersey (admission or eligibility to waive into New York strongly preferred)., • Approximately 10 years of business litigation experience, including significant exposure to breach of contract and shareholder dispute matters., • Track record of managing complex litigation independently and delivering excellent client service., • Excellent legal writing, analytical, and advocacy skills., • Strong interpersonal skills and ability to thrive in a collegial, client-focused environment. Why our firm? • Work on high-impact, complex commercial matters with leading clients., • Collaborative, inclusive culture that supports professional growth and leadership opportunities., • Salary Range: $255,000 – $285,000 annually + discretionary bonus. Final compensation will be determined based on experience, skills, and qualifications., • Benefits: We offer a comprehensive benefits package that includes medical, dental, and vision coverage, a 401(k)-retirement plan, paid time off, and other firm-sponsored benefits and perks. send resumes to Lexitas prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender identity, sexual orientation, or any other legally protected status. EOE/Vet/Disabled

Trust & Estate Paralegal (Newark, New Jersey) 2 days remote A leading Newark law firm seeks an experienced and detail-oriented Trust & Estates Paralegal to support attorneys in its Tax, Trusts & Estates practice. This role requires strong paralegal and accounting skills, accuracy, and the ability to work independently with clients and third parties. Hybrid 2 days remote Must have 2 years or more of Trust & Estate Paralegal Experience. Must have financial knowledge of Estate Finances. • Manage estate and trust fiduciary accounts and checkbooks, • Prepare checks for expenses, distributions, and disbursements, • Reconcile bank statements and maintain accurate records, • Coordinate with attorneys to ensure timely payment of invoices, • Communicate with clients, beneficiaries, and professionals, • Gather and analyze probate and non-probate asset information, • Prepare asset inventories and assist with estate accountings, • Track trust income, expenses, distributions, and beneficiaries, • Draft routine correspondence and assist with court filings, • 2+ years of Trust & Estates bookkeeping experience in a law or accounting firm, • Associate’s or Bachelor’s degree, or Paralegal Certificate

The Business Manager provides fiduciary oversight, strategic financial planning, and day-to-day management of the Martin Tuchman School of Management's financial resources. NJIT considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, ed

Job DescriptionSalary: $80K - $100K SIGN-ON BONUS AVAILABLE!! KRS CPAs, LLC is a growing CPA firm located in Paramus, NJ seeking a Senior Accountant to assist with various client services including tax preparation, tax planning, financial statement preparation, compilations & reviews, audits & consulting. The ideal candidate will have an accounting degree with 5+ years of CPA firm experience. KRS CPAs, LLC is a winner of consecutive NJBIZ and Accounting Today "Best Places to Work" and "Best and Brightest" awards. We value our employees and are committed to providing a healthy, inclusive, and productive work environment. Essential Duties / Responsibilities: • Preparation and review of partnership, corporate, fiduciary, and individual tax returns, • Assist with client Audit, Review and Compilation engagements, • Supervise and review bookkeeping staff and engagements, • Assist clients with general accounting and tax projects/inquiries, • Participate in training and development for staff level accountants Preferred Qualifications/Requirements: • B.S. degree in Accounting, • MBA/Masters in Tax/Accounting a plus, • CPA License (or pursuing) a plus - provides opportunity for management career path, • 3+ years of CPA firm experience, • Strong computer skills; proficient in ProSystem fx Tax, QuickBooks, & Engagement Manager(a plus), • Proficient in MS Office Suite, specifically Excel (including v-lookup, pivot tables, etc.) Desired Characteristics: • Excellent verbal and written communication skills, • Possess an entrepreneurial go getter attitude, • Excellent analytical, critical thinking, and research skills, • Attention to detail, • Strong work ethic, • Exceptional time management skills, • Able to work independently or collaboratively Our broad range of benefits include: • Competitive salary, benefits package, and 401(k) with a company match, • Generous bonus program (busy season, year-end, business development & client referral), • Exceptional company culture (collaborative & committed team environment), • Challenging and interesting work assignments, • Career growth opportunities and mentorship program, • Flexible hybrid work schedules, • Unlimited Paid Time Off (PTO), flextime, and summer hours, • Dress for Your Day Attire, • Frequent team events, • Equal Opportunity Employer

Job DescriptionTax CPA Position: Tax Senior CPA Location: Oradell, NJ (5 days a week initially - will change to hybrid after ramp up TBD) We are consistently honored for client service and leadership-recent awards include NJBIZ ICON & Power 50, Accounting Today Regional Leader & Top 100 by AUM, and CNBC's Top 100 Financial Advisors (#9). Quick Highlights: • Title: Tax CPA, • Comp: $100-125K base (Depends On Experience), • potential sign-on bonus, • discretionary annual bonuses, • Initially 5 days a week onsite, • Schedule will change to 2-3 days hybrid (flexible), • Scope: Partnership, Corporate, Fiduciary & Individual returns, • Culture: Top-ranked, community-driven, innovation-focused, • Benefits: 24 PTO days, 401K + 3% match + profit sharing, full health coverage, gym reimbursement, • USA Today - Best Financial Advisory Firms (2025), • CNBC - #9 in the Nation (2024), • Barron's - Top 1200 Financial Advisors (2023 & 2024), • Financial Advisor Magazine - Top Wealth Advisors (2023), • Lead tax engagements and supervise associate accountants, • Prepare and review complex returns (1040, 1120, 1120S, 1065), • Conduct tax research and ensure compliance, • CPA license (required), • BS in Accounting, • 2-6+ years of public accounting tax prep and review experience, • Experience preparing and reviewing HNW 1040, 1120, 1120s, 1065 + others, • Experience with bookkeeping and client-facing roles, • CCH experience preferred Benefits • Too Many Perks To List!, • Best in class base compensation!, • New Client Incentives!, • 25 days off (PTO/Vacation), • ~5-10% discretionary Bonus!, • Career Growth, tailored to you!, • 401 (k) 3% matching, • Profit Sharing!, • Annual, Referral AND New Business Bonuses!, • VARIOUS AWARDS:, • NJBIZ's 2024 Power 50 in Accounting Recognition, • 2024 Accounting Today "Regional Leader" Award, • NJBIZ Business of the Year - Corporate Citizen of the Year Award Finalist, • CNBC's Top 100 Financial Advisors Ranking #20, • Accounting Today's Top 100 Firms by AUM, • Top 100 2023 Managing Partner Elite by Accounting Today, • CIANJ Commerce's 2023 Company That Cares, • Medical, Dental, Vision Insurance + FSA/DCA, • Oxford Sweat Equity Program: Gym Reimbursement!, • Health & Wellness Programs!, • Professional Dues!, • CPA Exam Reimbursements!, • Flexibility!, • Busy Season Wellness Wednesdays!, • Company "Swag"!, • Busy Season Massages!, • In-House Book Library - The NY Times Best Sellers!, • Annual Holiday Party!, • In-Office Celebrations!, • Summer Hours - Fridays!, • Dress for Your Day Policy!, • Busy Season Dinners/Catered Saturday Breakfast/Monday Bagels/Wednesday Fruit & Yogurts!, • Annual Summer Event!, • Busy Season Food Trucks!, • End of Busy Season Celebration!, • Milestone Recognition Programs!, • Happy Hours!, • Work Anniversary Celebrations!, • Cutting-Edge Technology! - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 06/20/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job Description Top 200 AmLaw firm seeks an associate to join its Trusts and Estates Litigation Group in their Newark, NJ office. Qualified candidates should be a current judicial law clerk or have 1-3 years of experience in probate/fiduciary litigation. Judicial clerkship experience in the Chancery Division – Probate Part or Appellate Division of the Superior Court of New Jersey desired. NJ and NY Bar admission and strong academic background required.

Job DescriptionAs an Accounting Services Supervisor you will lead a team of accounting operation specialists. Additionally, you will assist senior leadership in enhancing our processes and procedures which allow us to provide our clients with best-in-class accounting and fiduciary services. This position is responsible for the coordination and accuracy of client deliverables. This position is located at our home office in Rutherford, New Jersey. Responsibilities: Direct team of accounting operations specialists responsible for day-to-day management of client escrow accounts, to include: • Monitoring daily funding levels to ensure sufficient capacity to issue pending/upcoming payments; interact with clients to arrange additional funding when necessary., • Issuing checks and other payments (wire transfers, ACH)., • Providing detailed client reporting (monthly and ad-hoc)., • Reconciling bank accounts to internal systems., • Ensuring data integrity related to financial records in core systems., • Responding to client and internal inquiries promptly, professionally, and efficiently., • Develop client relationships, plan and supervise expectations and deliverables, and be a key client contact., • Assist clients in accounting and financial reporting needs, including ensuring appropriate resources are being allocated., • Assist in evaluating and establishing financial reporting internal controls., • Provide client management with value added financial analysis and ongoing process feedback., • Assist in the development of enhanced department best practices, processes, tools, and systems to enhance best-in-class approach. Key requirements:, • Bachelor's degree in Accounting, Finance, Business Administration., • Experience in the insurance or broader banking/financial services industry strongly desired, particularly in a similar accounting/operations/back-office role, • Supervisory/Management experience required., • Strong operational skills/process driven mentality., • Highly organized with an eye for detail., • Excellent client service skills., • Ability to multi-task and prioritize with minimal oversight. Raphael & Associates is a third-party claims administrator and independent claims adjusting company internationally recognized for exceptional service. We understand the importance of adapting to the demands of a dynamic market and we tailor our services to our client’s specific needs. As a claim’s organization, what we do is complex. Our mission is simple: to provide outstanding service, retain extraordinary professionals, and utilize the best technology in the industry! As a leading organization in the industry, we offer dynamic and challenging opportunities to individuals who want to make a difference. We value camaraderie, vision, a passion for excellence, creativity, and self-reliant professionals. Benefits and Perks We are an organization that recognizes and appreciates hard work! We offer a competitive compensation package commensurate with experience, including salary, bonus, paid time off, medical/dental/vision/life insurance and 401k (with matching!). Most importantly, you will have the opportunity to work directly alongside an extraordinary and dedicated team to grow a critical function within a dynamic, growing company. Powered by JazzHR 0LoHO3iM8v

Job Description Position Title: Retirement Programs Manager Location: Paramus, NJ - Milwaukee, WI or Boston, MA Duration: 6 Month Contract Status: Hybrid (3 days on site) Employment Type: Contract role on W-2 through Above and Beyond Talent Acquisition, Inc. (A&B Talent) Pay Range: USD $50.00 - 53.50 an hour W2 Client Info / Who they are: Above and Beyond Talent Acquisition proudly represents our Client, a global leader in water, waste, and energy management. The client offers a full spectrum of water, waste, and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting, and resource recovery. The client helps commercial, industrial, healthcare, higher education, and municipality customers throughout North America. The client has approximately 10,000 employees working at over 350 locations across the continent. Requirements / Who we are looking for: • Provides day to day support with all aspects of 401k & pension retirement plan execution tasks, activities including, workday go-live support and associated work., • 10+ years of 401k plan management Performance Objectives / What you'll be doing: • Manage Retirement Programs: Execute all retirement plans (both qualified and nonqualified) activities., • Help employees, HR staff, and managers understand these programs by researching, answering questions, issues or escalations in a timely and customer service focused manner., • Ensure Legal Compliance: Work with legal advisors and service providers to follow all retirement plan laws. Complete required filings, audits, reports, and plan documents., • Coordinate Compliance Activities: Coordinate fiduciary meetings, required testing, audits, and other tasks to keep retirement plans running., • Support Daily Operations including Workday readiness, testing & go-live: Help HR Services and HR systems team with everyday questions and fixes., • Support Team Projects: Run projects with different departments including HR operations, shared services, benefits team members, business units, labor relations, and outside vendors., • Competitive Salary., • Health, dental, and vision insurance., • Company 401K planCompany DescriptionA&B Talent Acquisition was founded by CEO Keith Harper, whose career achievements include driving over $500 million in revenue for previous employers, with a mission to redefine talent acquisition through excellence and client-centered partnerships. Since its inception, A&B Talent has grown nearly 1,000% annually over its first three years in business, establishing itself as a premier partner in staffing, with a unique approach that prioritizes both technical skill and cultural fit. Backed by over 50 years of combined industry expertise, our leadership team specializes in technical, executive, and professional placements across diverse sectors, delivering results that help clients meet ambitious goals. We’re excited to bring this commitment and expertise to every project, driving impactful workforce solutions together.A&B Talent Acquisition was founded by CEO Keith Harper, whose career achievements include driving over $500 million in revenue for previous employers, with a mission to redefine talent acquisition through excellence and client-centered partnerships. \r\n\r\nSince its inception, A&B Talent has grown nearly 1,000% annually over its first three years in business, establishing itself as a premier partner in staffing, with a unique approach that prioritizes both technical skill and cultural fit. Backed by over 50 years of combined industry expertise, our leadership team specializes in technical, executive, and professional placements across diverse sectors, delivering results that help clients meet ambitious goals.\r\n\r\nWe’re excited to bring this commitment and expertise to every project, driving impactful workforce solutions together.