Senior Estate & Tax Administration Lead
Northern Trust Corp
Northern Trust in the United States is seeking an experienced estate administrator to marshal and manage assets, handle tax elections, and supervise fiduciary reporting for probate estates and taxable trusts. You will coordinate with co-fiduciaries, investment, tax, and legal teams to ensure accurate fundings, distributions, and compliance. The role requires minimum 5 years in estate administration or personal trust, strong analytical and organizational skills, and the ability to explain complex #J-18808-Ljbffr Northern Trust Corp
$125k - $250k
...step into a role that blends technical tax research, real estate transactions, and advisory work—... ...REITsMonitor and review legislative and administrative updates impacting real estate, REITs,... ...candidates for this role falling within the Senior Associate to early Manager range.For...SeniorTaxFull timeWork at officeLocal area- Bessemer Trust in Palm Beach is seeking a Senior Client Advisor to develop and maintain client relationships, coordinate... ...specialists across Investment Management, Trust Administration, and Estate Planning. The role leads a team of client advisors and administrative staff,...Senior
$125k - $250k
Job Overview Seeking a tax professional to support the National... ...technical tax research, real estate transaction analysis, and... ...Monitor and review legislative and administrative updates impacting real estate... ...level and falls within the Senior Associate to early Manager...SeniorTaxWork at officeLocal area- ...built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their... ...West Palm Beach, Florida is looking to hire an experienced Tax Senior Associate to support and expand their growing tax practice. #J-...SeniorTax
- Jobot is seeking a Senior Tax Manager to join a fast-growing team serving multi-generational family offices. You will handle highly complex tax returns and lead a tax team, blending technical expertise with client advisory skills. This role features flexible hybrid schedules...SeniorTaxFlexible hours
- A leading legal staffing firm in West Palm Beach is seeking an experienced Estate Planning Attorney with a minimum of 8 years' experience... ...estate planning and trust administration. The ideal candidate will have... ...preparing gift and estate tax returns and administering estates...SeniorTax
- EisnerAmper, a leading accounting and advisory firm, seeks a senior international tax professional to lead cross-border compliance and planning for diverse clients. You... ...with Private Client Services and Trust & Estate groups on cross-border matters. The role offers...SeniorTaxFixed term contract
- Andersen Tax seeks a seasoned Tax Director for its Private Client Services. The role oversees complex federal and multi-state returns, leading client service teams and delivering innovative tax planning strategies for high-net-worth clients and family offices. You will...SeniorTaxLocal area
- PNC Financial Services seeks a Senior Estate Settlement Advisor for its Private Bank, handling complex fiduciary duties and estate administration. The role requires deep expertise in estate settlements, tax considerations, and client relationship management. The position...SeniorTaxBank staffWork at office
$170k - $220k
...Description West Palm Beach,FL, US Experience: Senior Level Salary: $170,000 - $220,000 per year... ...range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning. Why join us? 216 hours of PTO (5...SeniorTaxWork at office- ...restoration shop in West Palm Beach. The Senior Accountant/Office Manager is responsible... ...operations department with business administration. Essential Functions Act as business... ...Financial Statement Preparation. Sales Tax Reporting. Implement and maintain...SeniorTaxWork at office
- A leading tax services firm is seeking a Senior Tax Manager for their Private Client Services. This role involves overseeing engagement teams and interacting with some of the wealthiest families in the US. Responsibilities include conducting reviews of tax returns, engaging...SeniorTax
- Job DescriptionEisnerAmper is seeking a Senior Consultant - FEMA in our Government Services... ...audit readiness and compliance and administrative gaps.· Support clients in expediting complex... ...is one of the largest accounting, tax, and business advisory firms, with approximately...SeniorTaxFull timeWork at officeLocal area
$170k - $220k
...UHNW, Trusts, Estates, Gift tax This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the Apply button... ...held businesses Experience mentoring and managing staff and senior staff Active CPA required Masters in Accounting/...SeniorTaxWork at officeLocal area- ...firm serving high-net-worth individuals and closely held entities, seeks a senior tax advisor with extensive experience in trusts, estates and gift tax. The role requires mentoring staff, leading engagements, and delivering strategic tax planning for wealthy clients....Tax
- ...Holdings, an industry-leading wealth management platform... ...As the Trust Officer Senior, you will report to... ...will oversee account administration ensuring client satisfaction... ...requests and tax preparation. Respond on... ...wealth management, or estate settlement teams. Experience...SeniorTaxImmediate start
- LeoForce is seeking a Senior Private Client Services professional for our West Palm Beach office to serve UHNW clients with complex tax and estate planning needs. Role emphasizes leadership, mentoring, and high-touch service in a private client setting. The candidate should...TaxWork at office
- Arden Trust Company is seeking a Trust Officer Senior in West Palm Beach, FL. You will report to the Branch Manager and lead a team focused on account administration, client satisfaction, and collaboration with advisors to meet firm goals. The role emphasizes governance...Senior
- ...sophisticated clients using leading technology and exceptional service... ...to medium-sized probate estates and taxable trusts. Decides... ...the estate, including tax elections, use of tax reserves... ...house legal or tax counsel, and senior administrators as resources in reaching a...TaxWork experience placementH1bLocal areaWorldwideFlexible hours
- ...to support the financial, accounting, tax, estate planning, and wealth management activities for a multi-family office serving senior partners and their families. The role offers... ...financial management, investment administration, financial reporting, tax planning, charitable...TaxWork at office
- ...Tax Senior ManagerSeeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and... ...Private Client, and Private Equity industry-specific) to help lead our brand new West Palm Beach office. This important role includes...SeniorTaxWork at office
- The Senior Client Advisor has primary responsibility for... ...of client advisors and administrative personnel and draws on the... ...Administration, Income Tax, Personal Financial Planning and Estate Planning, Private... ...and revocable trusts. Lead client meetings, plan agenda...SeniorTaxTemporary workWork at officeRemote work
- ...Alternative Investment Services. Think you have what it takes? How You’ll Contribute: Kaufman Rossin is seeking senior-level tax professionals to join our dynamic Tax Services team in Boca Raton. Our Tax group provides planning and tax compliance services...SeniorTax
$112k - $228.8k
...contribute to the company’s success. As a Senior Estate Settlement Advisor within PNC's Private... ...settlement authority. Provides estate administration and related relationship management... ...contribute to and implement fiduciary/tax planning strategies and assess financial...SeniorTaxFull timeTemporary workPart timeWork experience placementWork at office$115k
...the country. This is a senior, high‑impact role for... ...who has led or helped lead a planned giving and endowment... ...Operations, Gift Administration & Compliance Lead all... ...finance. Planned Giving, Estates & Donor Strategy Drive... ...contribution; pre‑tax benefits including FSAs...SeniorTaxContract workWork at office- NextEra Energy Resources is seeking a Senior Labor Attorney based in North Palm Beach. The ideal candidate will bring a minimum of 9... ...Key responsibilities include serving as a primary legal advisor, leading labor strategies, and managing negotiations. Candidates should...SeniorFull timeRelocation package
$116k - $216k
...Corporation originates, structures, and negotiates low-income housing tax credit (LIHTC) investments. This role is responsible for... ...and structure transactions to ensure long-term viability of real estate investments.Collaborate with internal partners (credit, legal, compliance...SeniorTaxFull timeWork at officeFlexible hoursNight shift$115k
...the country. This is a senior, high-impact role for someone... ...who has led or helped lead a planned giving and... ...Operations, Gift Administration & Compliance Lead all Foundation... ...Planned Giving, Estates & Donor Strategy Drive... ...employer contribution Pre-tax benefits including Flexible...SeniorTaxContract workWork at officeFlexible hours- ...Sr Tax AnalystNextEra Energy Resources is one of America's largest wholesale electricity generators, harnessing diverse energy sources... ...the next step in your career with us!We are seeking to add a Senior Tax Analyst to our Tax Operations team. This role provides support...SeniorTaxFull timeLocal areaRelocation
- A major energy firm is seeking a Managing Tax Counsel in North Palm Beach, FL, to oversee tax support for acquisitions, dispositions, and restructurings. The successful candidate will possess extensive experience in international and partnership tax with a Juris Doctorate...TaxRelocation package
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