Trusts & Estate Counsel | Tax & Wealth Planning
City of Plant City
Fox Rothschild LLP seeks an attorney to join the Taxation & Wealth Planning Department in their West Palm Beach office. The ideal candidate has 4–10 years of experience across estate planning, tax planning, probate, and trust and estate administration. The role involves advising individuals and families on planning needs and delivering practical strategies for short- and long-term goals. The position requires a JD and Florida bar licensure; an LL.M. #J-18808-Ljbffr City of Plant City
- ...Law Group, LLP is a full-service trust and estates law firm. The firm deals with all aspects of wealth management, wealth preservation... ...their legacy, optimize tax efficiencies, and achieve their... ...opportunity to work closely with estate planning professionals, financial...Tax
- ...Connor's Private Client, Trusts & Estates group (“PCS”) is... ...long-term succession planning process for an established... ...transfer, and income tax planning matters Design... ...and implement complex wealth transfer strategies... ...individuals and families Counsel clients regarding...TaxPrivate practiceWork at office
- ...to join our esteemed Taxation & Wealth Planning Department in the West Palm Beach... ...well-rounded background across estate planning, tax planning, probate, and trust and estate administration. This... ...healthcare directives. Provide counsel on tax-efficient strategies for...TaxFull timeTemporary workFor contractorsWork at officeLocal area
- Northern Trust is seeking a Trust Counsel Attorney in Florida to join the Trust Counsel Practice Group. The role requires extensive experience in trusts, estates, guardianship, and transfer taxes, with the ability to advise internal partners on a broad range of fiduciary...TaxWork at office
- ...'re looking for a mid-level trusts and estates attorney who wants more than... ...own a full caseload of estate planning matters from intake to... ...instruments. Advise on estate tax planning, asset titling, beneficiary... .... Firm Collaboration Co-counsel with the Managing Partner on...TaxFull time
- ...Boutique firm in Queens NY specializing in Trust & Estates, Estate Planning and Probate, and guardianships Why... ...the legal aspects of managing their wealth and ensuring their assets are... ..., setting up trusts, and advising on tax matters. This is a permanent position...TaxPermanent employmentLocal area
$90k - $150k
...of divorce, prenups, estate planning and estate administration... ..., asset structures, tax concerns, and other planning... ...of complexity and wealth. Drafting, reviewing,... ..., corporate counsel, and other members of... ...federal estate planning, trust, probate, and tax law....TaxFull time- ...National Law Firm has a need for an Estate Planning Attorney. This is a hybrid... ...experience in high-net-worth trust and estate planning and... ...of relevant state and federal tax laws. Experience with domestic... ...assets; and tax-efficient family wealth transfer strategies is a...TaxFull time
- EP Wealth Advisors is a wealth management firm serving high-net-worth clients. The Associate Wealth Strategist analyzes client portfolios and tax situations and develops estate, income, gift, and charitable planning strategies in client-ready deliverables and meetings....Tax
$70 per hour
...LOD), a Consilio company, is assisting a law firm in seeking a Trust & Estate Attorney to join their team on a remote, long-term engagement... ...commensurate with experience Responsibilities Conduct estate planning meetings with clients Customize, proof, and tailor estate...Hourly payPermanent employmentFull timeWork at officeImmediate startRemote work- Leech Tishman is seeking a mid-level Trusts & Estates attorney to join our Lakewood Ranch, FL office. 2-4 years+ experience in estate planning, trust administration, and probate is required. Candidates must be Florida-licensed and ready for substantial client contact, with...Work at office
$90k - $120k
...Senior Associate Wealth Planner - Family Office Full Time Minnetonka, MN,... ...Office provides comprehensive wealth planning, investment management, tax, insurance, accounting, and... ...plans, investment portfolio support, trust and estate analysis, and day-to-day planning...TaxFull timeWork at officeWork from homeFlexible hours3 days per week- ...Holdings is seeking a seasoned professional to manage estate planning and trust administration. The role involves supporting the... ...of family trusts, coordinating with outside counsel, and ensuring compliance with tax and regulatory requirements. The position requires...Tax
- At Integrated Wealth Partners, we believe wealth should have a purpose .... ...firm providing integrated financial planning, investment management, tax strategy, estate planning, and wealth transition... ...advice, take action, and want a trusted team supporting their Wealth With...TaxFull time
$100k - $175k
...deep roots in business and real estate. Think steady deal flow, close... ...Are you an experienced Estate Planning Attorney with a passion for... ...including wills, power of attorney, tax, and real estate.... ...planning matters, including wills, trusts, power of attorney, tax planning...TaxPermanent employmentWork at officeLocal area- Murphy Reid, LLP is seeking a Trusts & Estates Associate Attorney to join our legal team in Palm Beach Gardens, Florida. The ideal candidate will handle estate planning, probate, estate administration, and guardianships while working directly with clients and collaborating...
- ...boutique law firm focused on Estate Planning, Probate, Elder Law, and... ...confidence, compassion, and trusted legal guidance. We offer the... ...documents Advise clients on wealth preservation, long-term care... ..., responsiveness, and legal counsel Jobot is an Equal Opportunity...Local area
$23 per hour
Position: Internship - Dopkins Wealth Management, LLC Pay Rate: $23.00 per hour Internship... ...wealth management, financial planning, client interaction and special projects... ...our clients is a variety of financial, tax and estate matters delivering solutions to solve all...TaxHourly payInternship- ...Beach County. Our practice focuses on Estate Planning, Probate and Trust Administration, Guardianship,... ...local legal community for sophisticated counsel and exceptional client service, and our... ...personnel, financial advisors, accountants, tax professionals, care professionals,...TaxFull timeLocal areaRemote work
- ...the United States seeks an Executive Wealth Strategist to serve as the... ...relationship, delivering holistic wealth, tax, estate, and financial planning guidance informed by company programs... ...investment management, credit, banking, and trust planning to deliver tailored...Tax
- Washington Trust Wealth Management in Providence, RI is seeking a client-focused Wealth Advisor... ...and deliver comprehensive plans while coordinating with internal specialists to optimize trust, tax, investment, and estate strategies. A CFP designation is preferred...Tax
$125k - $175k
...Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship... ...advice, thoughtful planning, and ongoing guidance. The... ..., including retirement, estate, tax, insurance, and wealth... ...clients, providing ongoing counsel and education Partner with...Tax$33.45 - $40.47 per hour
...dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or... ...Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve... ...), providing expert tax advice, planning services, and software support, but your...TaxLocal area- ...Meaningful Impact With Your Financial Planning Career Are you passionate... ...to “sell” products? At Novi Wealth Partners, we believe in... ...don’t sell products. We deliver trusted advice. Collaborative team: Work... ...projections, beneficiary reviews, tax analyses, investment plans,...TaxFlexible hours
- ...this position. The Role As a Wealth Planner, your expertise drives... ...financial guidance. You serve as a trusted adviser, counselor, and coach... ...and deliver integrated wealth planning and investment strategies... ...investment management, retirement, tax, and protection planning The...TaxFull time
- ...Provides back-up support to the SVP/Trust & Wealth Management. PRIMARY... ...Wealth Management on trust and estate administration relationships.... ...interpreting, and communicating estate planning strategy and services to a... ...client base. Recommends tax planning opportunities and...TaxWork at officeNight shiftWeekend workAfternoon shift
- Description Firm Description Chilton Trust ("CTC") is a private wealth management firm launched in 2010 by Richard L. Chilton... ...architecture manager research, trust and estate planning and family office services include tax compliance and planning. CTC has offices in New...TaxWork at officeFlexible hours
- ...interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way... ...comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial...TaxFull timeWork at officeLocal area
- ...investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help... ...long-term client relationships through trust, credibility, and consistent delivery of high...TaxFull timeContract workPart timeInternshipWork at officeWork from homeFlexible hours
- ...experienced, highly motivated Wealth Planner to join our... ...financial planning to our affluent clients... ...with Wealth Advisors, Trust Advisors and Portfolio... ...limited oversight Support estate planning by preparing net... ...analyses (retirement, tax, estate, insurance, education...Tax
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