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Estates Assistant Jobs (NOW HIRING)

AlphaHire

Tax CPA - Wealth Management & Advisory

Oradell, NJ · On-site

$113K - $148K/yr

Prepare federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates. * Assist clients with proactive tax planning, tax projections, and year-round advisory ...

foundry

Real Estate Assistant

Dallas, TX · On-site

We are currently seeking a Real Estate Assistant to join the Foundry Commercial Property Management team in Dallas, TX. The Real Estate Assistant is responsible for supporting the Property Management ...

Foundry Commercial

Real Estate Assistant

Dallas, TX · On-site

We are currently seeking a Real Estate Assistant to join the Foundry Commercial Property Management team in Dallas, TX. The Real Estate Assistant is responsible for supporting the Property Management ...

TSCG

Real Estate Assistant

Vienna, VA

TSCG, a privately held, commercial real estate company, is hiring an Broker Assistant/Brokerage Coordinator in our Vienna, Virginia office. This is an IN-OFFICE position. Since 1984, our retail real ...

Tscg LLC

Real Estate Assistant

Vienna, VA · On-site

TSCG, a privately held, commercial real estate company, is hiring an Broker Assistant/Brokerage Coordinator in our Vienna, Virginia office. This is an IN-OFFICE position. Since 1984, our retail real ...

Foundry Commercial

Real Estate Assistant

Dallas, TX · On-site

Position Description We are currently seeking a Real Estate Assistant to join the Foundry Commercial Property Management team in Dallas, TX. The Real Estate Assistant is responsible for supporting ...

TSCG

Real Estate Assistant

Vienna, VA · On-site

TSCG, a privately held, commercial real estate company, is hiring an Broker Assistant/Brokerage Coordinator in our Vienna, Virginia office. This is an IN-OFFICE position. Since 1984, our retail real ...

Upward On

Commercial Real Estate Assistant

Manhattan, NY · On-site

$60K - $70K/yr

Commercial Real Estate Administrative Assistant Commercial Real Estate Brokerage | New York City About the Opportunity Our client, a successful commercial real estate brokerage, is seeking a highly ...

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Estates Assistant information

What is an estates assistant?

Estates Assistants are professionals who support the management and maintenance of buildings, facilities, and grounds within an organization, such as a university, hospital, or corporate estate. Their duties often include administrative tasks, coordinating repairs, assisting with health and safety checks, and supporting the estates or facilities management team. They play a key role in ensuring that premises are safe, functional, and well-maintained. Estates Assistants may also liaise with contractors, help with the organization of moves or refurbishments, and keep accurate records of maintenance activities.

What are the key skills and qualifications needed to thrive as an estates assistant?

To thrive as an Estates Assistant, you need strong organizational skills, attention to detail, and a basic understanding of facilities management, often supported by relevant experience or a certificate in property or facilities management. Familiarity with property management software, maintenance scheduling tools, and Microsoft Office is typically required. Excellent communication, problem-solving abilities, and a proactive approach help you stand out in this role. These skills are crucial for ensuring properties are well-maintained, issues are addressed promptly, and stakeholders' needs are effectively managed.

What are some common challenges faced by an estates assistant, and how can they be managed effectively?

Estates Assistants often juggle a variety of tasks, such as coordinating maintenance requests, managing administrative duties, and supporting facilities management teams. A common challenge is balancing competing priorities, especially during busy periods or when urgent issues arise. Effective time management, strong organizational skills, and clear communication with team members and external contractors are key to overcoming these challenges. Proactively seeking clarification on tasks and using scheduling tools can also help manage workloads and ensure smooth operations.

What does an estates assistant do?

An estates assistant supports the management and maintenance of property estates by handling administrative tasks, coordinating repairs, and assisting with security and safety procedures. They often work closely with estate managers and may need knowledge of building systems, safety regulations, and basic maintenance skills. The role typically requires organizational skills and attention to detail.

What skills does an estates assistant need?

An estates assistant needs strong organizational and communication skills to manage property records, coordinate maintenance, and liaise with contractors. Attention to detail, basic knowledge of property management systems, and the ability to work independently are also important. Familiarity with health and safety regulations and relevant certifications can enhance job performance.
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Estates Assistant jobs near you
Infographic showing various Estates Assistant job openings in the United States as of September 2026, with employment types broken down into 2% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Tax CPA - Wealth Management & Advisory

Oradell, NJ • On-site

AlphaHire
See more jobs at AlphaHireexternal

$113K - $148K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 days ago

Job description

We are seeking a licensed Certified Public Accountant (CPA) to join a growing public accounting and advisory firm serving high-net-worth individuals, business owners, partnerships, trusts, and estates. This role offers the opportunity to move beyond traditional tax compliance by working closely with clients on tax planning, estate planning, retirement planning, and long-term wealth management strategies.

The ideal candidate is a motivated tax professional who enjoys building lasting client relationships, solving complex tax issues, and developing into a trusted advisor within a collaborative and growth-oriented environment.

Responsibilities
  • Prepare federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.
  • Assist clients with proactive tax planning, tax projections, and year-round advisory services.
  • Research tax laws and regulations to provide accurate guidance and planning recommendations.
  • Identify tax-saving opportunities and develop strategic tax solutions for clients.
  • Support trust, estate, and fiduciary tax planning engagements.
  • Participate in retirement planning, wealth management, and financial advisory initiatives.
  • Attend client meetings and present tax planning strategies and recommendations.
  • Build and maintain strong, long-term client relationships through exceptional service and communication.
  • Collaborate with senior tax professionals on complex tax, accounting, and advisory engagements.
  • Manage multiple client engagements while meeting deadlines throughout the year.
  • Prepare organized workpapers and maintain accurate supporting documentation.
  • Stay current on tax legislation, accounting standards, and industry best practices.

Requirements

  • Active CPA license required.
  • 1-3+ years of public accounting or tax experience.
  • Experience preparing individual, corporate, partnership, trust, and estate tax returns.
  • Strong knowledge of federal and state tax laws and regulations.
  • Experience with trust, estate, and fiduciary taxation is highly preferred.
  • Interest in expanding expertise in tax planning, estate planning, retirement planning, and wealth management.
  • Strong analytical, organizational, and problem-solving skills.
  • Excellent written, verbal, and interpersonal communication skills.
  • Ability to build strong client relationships and deliver exceptional client service.
  • Ability to manage multiple priorities in a deadline-driven environment.
  • Willingness to work additional hours during peak tax seasons.
  • Ability to work on-site in Oradell, New Jersey.

Benefits

  • Competitive salary based on experience.
  • Performance-based bonus opportunities.
  • Health, dental, and vision insurance.
  • 401(k) with company contribution.
  • Paid time off and company holidays.
  • Continuing education, CPA licensing, and professional development support.
  • Mentorship from experienced tax and financial advisory professionals.
  • Exposure to advanced tax planning, estate planning, retirement planning, and wealth management strategies.
  • Direct client interaction with opportunities to build long-term advisory relationships.
  • Clear path for career growth and advancement within a growing public accounting and advisory firm.

Apply