Paytech Trust Ceo Jobs in Usa

Trusts & Estates Associate | Manhattan, NY (In-Office) – Base Salary $225,000+

Trusts & Estates Associate Location/Schedule: Manhattan, NY (100% In-Office – Heart of Midtown) Base Salary: $225,000+ (commensurate with experience; bonuses and full package competitive) Practice: Trusts & Estates – Comprehensive estate planning, trust administration, fiduciary matters, tax controversies, charitable planning, business succession, and multi-jurisdictional wealth strategies for high-net-worth individuals, families, and institutions

What stands out about this opportunity:

• Unrivaled Boutique Dominance: Elevate your career at NYC's premier Trusts & Estates boutique—Brick & Patel LLP—where hyper-specialized focus delivers unmatched depth and impact, free from the distractions of broader firm practices, allowing you to master complex wealth matters at the highest level.
• Elite, High-Net-Worth Clientele: Represent ultra-high-net-worth families, fiduciaries, financial institutions, and businesses in sophisticated, multi-generational planning—gaining exposure to intricate strategies involving tax optimization, asset protection, and cross-border elements that few practices can match.
• Multi-State Expertise Advantage: Harness the firm's proven reach across New York, New Jersey, Connecticut, Pennsylvania, and Florida, equipping you with portable, high-value skills in diverse jurisdictions and positioning you as a go-to expert in regional wealth disputes and planning.
• True Mentorship & Partnership Path: Thrive in a lean, collaborative team led by seasoned attorneys (including former judges and top practitioners), where you'll receive hands-on guidance, substantial autonomy from day one, and clear advancement to partnership for those who excel in this merit-driven environment.
• Premium Compensation in Prime NYC Setting: Command a strong $225,000+ base enhanced by performance incentives and top-tier benefits, all while immersing yourself in Manhattan's vibrant legal ecosystem from a prestigious Midtown location that blends prestige with real work-life integration.

Core Requirements (Flexibility for Exceptional Candidates):

• JD from an accredited law school and active New York State Bar admission (additional jurisdictions a plus, especially NJ, CT, PA, or FL).
• 3+ years of relevant trusts & estates experience, ideally in planning, administration, tax controversies, charitable giving, or fiduciary matters.
• Strong proficiency in drafting trusts/wills, tax analysis, client counseling, and handling complex estate matters with precision and discretion.

No one fits every box perfectly—if you're passionate about high-end trusts & estates and close on experience, let's connect confidentially! This is one of several similar roles I'm handling.

If this aligns with your vision for sophisticated wealth work, reach out for a quick, private discussion.

working/work at home options are available for this role.

Up to $180K Base + Bonus Multi-Million Dollar T+E Matters High rated Mid-Size Specialist Firm Hybrid in Worcester, MA

I am currently working with one of Massachusetts’s highest rated mid-size firms, who are actively seeking an experienced Trusts and Estate Attorney to join them. In terms of the opportunity, here is the headlines:

The Firm

• Multi-Award Winning Firm: Join a firm recognized for its prestige; winning ‘Best Place to Work’, ‘Best Law Firm’ & has multiple recognized Attorney’s
• High Level Environment: Work alongside Ex-Big Law Attorneys, T50 Grads and certified Super Lawyers in one of Massachusetts’s best rated Mid-Size firms!
• High-Quality Work, Without the City Hassle: Experience the caliber of Boston-level legal work in a firm renowned for its excellence and prestigious client base - without the stress and commute of city life.

The Role

• Estate & Tax Planning: Advise high-net-worth individuals and families on sophisticated estate planning strategies, focusing on wealth preservation, tax efficiency, charitable giving, and trust structuring.
• Trust & Estate Administration: Manage probate and trust administration matters from start to finish, ensuring full compliance with state and federal requirements while maintaining the highest fiduciary standards.
• Handle Complex Transactions: Draft, review, and negotiate a wide range of estate planning documents; including wills, trusts, and related agreements - customized to meet the unique goals of each client.
• Client Representation: Deliver strategic, personalized counsel to individuals, families, and business owners, collaborating with financial advisors, accountants, and other professionals to achieve comprehensive solutions.
• Litigation Support: Partner with litigation teams on contested estate and trust matters, including will contests, fiduciary duty disputes, and complex tax controversies.

The Requirements

• 5+ Years Experience
• Trusts & Estate Experience
• Barred in MA

The Package

• Up to $180K Base
• Performance Based Bonus
• Comprehensive Benefits Package

For a confidential and non-obligation call to find out more about this opportunity please apply here or email your resume to and let me know when you are free for a call to discuss this in more detail.

Job Title: Trust & Safety - Policy Associate

Location: Richardson office, Dallas, US (Onsite)

Work on W2

Must have exp: policy writing/support, compliance, risk analysis, content

moderation/policy operations,

Job Summary

Trust & Safety teams safeguard the integrity of our customer’s Marketplace, delivery platforms, and end customer experiences by preventing fraud, enforcing platform rules,ensuring regulatory compliance, and maintaining trust for millions of customers and sellers. As a Trust & Safety Policy Associate focused on policy drafting, you will support the development, refinement, and documentation of policies, guidelines, and standards that govern seller behaviour, prohibited items, acceptable use, risk controls, and abuse prevention. You will collaborate with our customer’s Legal, Compliance, Risk, and Operations teams to create clear, enforceable, and scalable policy language that balances business growth, customer protection, and legal requirements.

Key Responsibilities

• Assist in drafting, revising, and updating policy documents, including prohibited/restricted

products lists, seller conduct guidelines, acceptable use policies, fraud/risk rules, and

enforcement procedures.

• Research emerging threats, abuse patterns, regulatory developments (e.g., consumer

protection laws, product safety regs, IP rules), and industry benchmarks to inform policy

recommendations and language.

• Translate high-level risk and compliance objectives into precise, unambiguous policy text

suitable for automated systems, human reviewers, and seller communications.

• Support policy gap analysis: identify ambiguities, edge cases, or enforcement challenges

in existing rules and propose clear revisions through drafting.

• Maintain policy repositories/knowledge bases, and track version control.

• Help develop training material and FAQs, seller education content, training modules,

rollout communications, and internal SOPs tied to new/updated policies.

• Monitor policy effectiveness through metrics (e.g., violation rates, appeal outcomes, false

positives, seller compliance trends) and recommend iterative drafting improvements.

• Collaborate with Legal, Compliance, Privacy, and external regulators to ensure drafted

policies align with global laws and customer standards.

Basic Qualifications

• Bachelor degree in Law, Criminal Justice, Business, Communications, Public Policy, or

a related field (or equivalent experience).

• 3+ years of experience in policy writing/support, compliance, risk analysis, content

moderation/policy operations, investigations, or Trust & Safety-related roles (internships,

analyst positions, or related fields qualify).

• Strong writing and analytical skills with proven ability to draft clear, concise, and precise

policy or legal language.

• Experience interpreting rules, guidelines, or regulations in fast-paced or high-volume

environments.

• Comfort handling sensitive topics (e.g., fraud patterns, prohibited items, abusive

behavior).

Preferred Qualifications

• Prior exposure to drafting or supporting policies in eCommerce, marketplaces, gig

economy, fraud prevention, or online trust & safety contexts.

• Familiarity with online platform risks (e.g., counterfeit goods, prohibited products, seller

fraud, identity verification, regulatory compliance like CPSC, IP enforcement).

• Understanding of global regulatory environments relevant to retail/eCommerce (e.g.,

product safety, consumer protection, data privacy).

• Experience working cross-functionally with Legal, Product, Engineering, or Operations

teams.

• Data-oriented: ability to use metrics/insights to evaluate and refine policy language.

• Additional languages or experience in international compliance a plus for global policy

Project Recruit has partnered with a top-rated regional, multidisciplinary law firm known for its exceptional culture, collaborative environment, and supportive leadership. The firm provides a permanent hybrid schedule (three days in-office, two days remote), meaningful mentorship, and an emphasis on long-term professional growth. Community involvement is a cornerstone of the firm, with pro bono service and corporate social responsibility integral to its mission.

RESPONSIBILITIES:

• Representing and counseling fiduciaries and beneficiaries in contested probate, accountings, and all other manner of estate, trust, and fiduciary litigation.
• Working closely with attorneys and paralegals on uncontested probate, administration, and accountings.
• If interested, an opportunity to work on estate planning and drafting wills, trusts, and related estate planning documents.

QUALIFICATIONS:

• Minimum of six years’ experience in trusts and estates or commercial litigation, with a decided interest in fiduciary litigation
• Desire to learn from others and develop trusts and estates litigation, negotiation, and administration knowledge and skills
• Admitted to practice law in the state of New York

Estates & Trust Paralegal

Job Summary:

The Paralegal will work with attorney(s) in preparing estate planning documents, such as wills, trusts, powers of attorney and health care directives, and documents needed to fund trusts such as deeds and assignments. Works with clients to understand their intentions as to their assets, coordinates beneficiary designations and works with financial institutions to update beneficiaries and reflect title to accounts to meet the client's intentions.

Essential duties and responsibilities:

· Meets with attorneys, clients, and other professionals to discuss assigned cases or projects.

· Drafts legal documents including wills, trusts of various types, powers of attorney and health care directives

· Prepares, organizes, stores, and retrieves information gathered to coordinate assets.

· Familiar with legal document management systems.

· Assists attorneys with client meetings.

· Develops and maintains records regarding billable hours.

· Performs other duties as assigned.

Required skills and abilities:

· Excellent verbal and written communication skills.

· Understanding of legal language and principles, research methods, court pleadings and processes, and other related matters.

· Excellent interpersonal and customer service skills.

· Excellent organizational skills and attention to detail.

· Excellent time management skills with a proven ability to meet deadlines.

· Strong analytical and problem-solving skills.

· Ability to function well in a high paced and at times stressful environment.

· Ability to maintain confidentiality, and to exercise discretion and good judgement.

· Self-starter that works well in a small group or independently.

· Proficient with Microsoft Office Suite or related software.

Education, experience, and physical requirements:

· Associate degree in Paralegal Studies or related field required, bachelor's degree in paralegal studies or related field preferred.

· Some related experience is preferred. Experience working with Medicaid trusts or Medicaid compliance matters is a plus.

· ABA approved Paralegal program preferred.

· Prolonged periods of sitting at a desk and working on a computer.

· Lifting of up to fifteen pounds at times.

Salary Range: $45,500 - $60,000, depending on qualifications

About the Position:

Our client, a sophisticated Midwest-based law firm, is actively seeking a trusts and estates attorney to join its thriving office in Chicago. This practice handles a range of T&E matters, including charitable planning, family foundation counseling, probate and estate administration, transfer tax planning and audit representation, trust administration, and litigation.

Highlights:

· Firm believes strongly in work-life balance

· Top-notch professional development support

· Fantastic opportunity for hands-on experience

Responsibilities:

· Counsel individuals, families, executives, and business owners on estate planning, trust administration, business succession planning, and probate matters

· Assist clients in developing tax-efficient and cost-effective strategies for wealth transfer among spouses, family members, friends, or in support of charitable organizations

· Prepare estate and gift tax returns

Required Qualifications:

· 8+ years of trust and estates experience

· Strong academic credentials

· Some portable business is preferred but not required

Location:

Chicago, IL (Hybrid)

Compensation:

The anticipated base salary range for this position is $275,000+.

About Us:

McCormack Schreiber Legal Search is Chicago's leading legal search firm. We leverage more than 30 years of experience in the Chicago legal market to assist attorneys and paralegals seeking new opportunities and employers searching for top legal talent.

Thompson Hine LLP, an AmLaw 200 firm consistently recognized for our Innovation, Inclusion, and collaborative culture, is seeking an experienced Estate and Trust Paralegal to join our team in the following locations Cleveland or Columbus office. This position will support members of the Personal & Succession Planning practice group.

Position responsibilities include but are not limited to the following:

Estate Administration

• Prepare initial probate papers.
• Value assets, either manually or by use of computer programs, including required research.
• Prepare probate inventories and accountings, and other court required filings.
• Provide information regarding filing deadlines and/or other deadlines for inclusion on the firm-wide docket.
• Contact court and other agencies in order to process filings, record deeds and other conveyances, and, when required, to personally file estate documents.
• Arrange distributions to or on behalf of beneficiaries.
• Draft deeds and other transfer documents to fund revocable trusts.
• Research state and county records to obtain information on business entities and heirs.
• Meet with Probate Court Magistrates as needed.
• Experience working with banks, county auditors and other governmental agencies.

Estate & Gift Tax Returns

• Gather and organize gift information and related documentation.
• Gather and organize asset and debt information from Executor/Trustee.
• Prepare a first draft of gift tax returns and estate tax returns.
• Coordinate with other professionals, e.g., accountant, financial advisor, family office.

Trust Administration - Inter Vivos Trusts

• Review Brokerage Statements.
• Arrange distributions to or on behalf of beneficiaries.
• Prepare reports to beneficiaries.

Required Qualifications

• Four-year degree or equivalent experience. Degree in Paralegal Studies or paralegal certificate preferred.
• Must have familiarity with the Ohio Probate Law and Microsoft Office programs.
• Experience with the following software is highly desired: LEXIS, Estate Val XP, Financial Partner, Perfect Forms, Brentmark IRS Factors Calculator, GEMS (Gillette Estate Management System).
• Ability to carry out duties with the highest quality, standards and timeliness, while maintaining confidentiality and discretion at all times is necessary.
• Must be proficient in drafting and revising documents with exceptional writing and proofreading skills.

Compensation is determined upon the market in which the position is located, the responsibilities of the position, the experience and skills of the applicant, and other job-related factors. The estimated salary range for this Cleveland position is $80,000 to $110,000.

Thompson Hine LLP is an Equal Opportunity Employer that offers competitive wages, and a robust benefits package. Benefit offerings include, but are not limited to, medical, dental, and vision insurance as well as Paid Time Off (PTO).

Thompson Hine EEO Policy

Looking for a firm with that will give you the chance to do get face time with big-time clients and work with the top trust & estate lawyers in the state?

About Us

Our client is a boutique Texas firm celebrating 25 years of sophisticated trust, estate, and probate representation. With offices in Houston, Dallas, and Austin, we've served over 6,300 clients — from young families drafting their first wills to executors managing $100M estates. Our attorneys are Board Certified in Estate Planning and Probate Law, a distinction held by fewer than 3% of Texas attorneys.

The Role

We're looking for a knowledgeable and client-focused attorney to handle a well-rounded docket including estate planning (wills, trusts, powers of attorney), probate administration, guardianship, fiduciary services, and estate and trust litigation.

What We're Looking For

• Texas bar license (required)
• 2+ years of experience in trusts, estates, or probate
• Compassionate, client-first approach
• Board Certification in Estate Planning & Probate a plus

Why this role?

• Established boutique firm with a 25-year track record
• Complex, high-value matters across all three major Texas markets
• Collaborative team of 12 attorneys with deep subject matter expertise

Compensation + Benefits

• Base Salary + commission
• IRA plan with company contribution
• Medical, vision, and dental insurance
• 401k

Up to $160K Base Trusts and Estates Attorney 2026 'Best Law Firm' Recipient Hybrid in White Plains

I am currently working with a prominent Regional Law Firm with a national, who is actively seeking a T+E Attorney, as they look to continue their strong growth pattern. Here are the headlines:

Company

• Multi Award Winning Firm: Join a firm that has already received multiple awards for its work in 2026 – repeating its success from consecutive previous years!
• Low Employee Turnover Rate: One of White Plains lowest staff turnover rates – with multiple employees dedicating their careers to the firm
• Super Lawyer Environment: Work alongside some of NY's best current and 'Rising Star' Super Lawyers as the firm has become a hotspot for talented Attorneys

Role

• Estate & Tax Planning: Advise high-net-worth clients on estate planning strategies, including wealth preservation, tax minimization, and trust structuring.
• Trust & Estate Administration: Handle probate proceedings, estate administration, and fiduciary litigation, ensuring compliance with state and federal laws.
• Litigation Support: Assist in estate and trust disputes, including contested wills, fiduciary duty claims, and tax controversy
• Client Representation: Provide tailored legal solutions to individuals, families, and business owners, working closely with financial advisors and tax professionals.

Requirements

• 2+ Years Experience
• Trusts and Estates Experience

For a confidential and non-obligatory call to find more about this opportunity please apply here or email your resume to and let me know when you are free for a call to discuss this in more detail.

Please closely read the job requirements.

We're helping our client, a community bank in Sussex County, NJ, fill a Trust Administrator position. The role will manage accounts with trust product customers from account opening to closure; communicating with beneficiaries and other stakeholders; facilitating payments for expenses, liabilities, and disbursement of funds; overseeing preparation and payment of taxes; and in general being a polished representative of the bank.

Candidates must have:

• At least 3 years of experience, ideally 5+, in either a bank's trust department or at a law firm specializing in trust and estate. Paralegals are encouraged to apply.
• The ability to work in Andover, NJ 3 days per week.

If you're interested and meet the above qualifications, email Sean at , attaching your resume. Thanks!