Tax & Wealth Planning Client Services Lead
Fox Rothschild LLP
Fox Rothschild LLP is seeking a Client Service Specialist to deliver top-tier legal administrative support within the Client Services Team. You will handle calls, calendar management, document preparation, and coordination with attorneys, paralegals, and clients to ensure accurate, timely service. The role demands proficiency in MS Office, strong communication, and the ability to manage multiple priorities in a fast-paced environment. An in-office role in the West Palm Beach area is expected. #J-18808-Ljbffr Fox Rothschild LLP
- Fox Rothschild LLP in West Palm Beach, FL, seeks a Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) to provide advanced legal administrative support to a team of attorneys, including calendar management, document preparation, and client...Tax
- Fox Rothschild LLP in West Palm Beach, FL is seeking a Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) to support a team of attorneys with complex administrative tasks. You will answer calls, manage calendars and deadlines, prepare documents...Tax
$140k
...officecollaboration with a Lead Advisor and Client Service ManagerEXPERIENCE0-5 years,... ...join our team as an Associate Wealth Strategist. This role sits... ...-personalized financial planning and investment guidance.About... ...and estate coordination, tax-efficiency strategies, and...TaxFull timeFor contractorsWork at officeFlexible hours- As a member of the Client Services Team (CST), the Client Service Specialist (CSS) Specialist is responsible for providing legal administrative... ...internal and external clients. We are a well-established U.S tax team with a deep client base. The work is varied, interesting,...TaxFull timeContract workWork experience placementLocal area
- ...Department: Private Family Services of Oxford™ Reports To: Private... ...and accounting services for clients and client families including... ...attorneys regarding personal tax matters and/or estate matters.... ...and LLCs Trusts and estate planning entities Gift tax returns...TaxFull timeWork experience placementWork at office
- ...Join Andersen: Tax Director Opportunity... ...among professional services organizations. You'... ...with extraordinary clients spanning every industry... ...are met, and lead change efforts effectively... ...initiatives. Plan, execute, direct, and... ...changes, wealth transfer techniques...TaxFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa
- ...ManagementAcross Wealth Management, Goldman... ...Sachs helps empower clients and customers... ...provide financial planning, investment management... ...customers, and leading-edge technology, data... ...full product and service offerings of Goldman... ...which may include tax and estate...Tax
- Autograph Collection in West Palm Beach seeks a Conference Service Manager to transform client visions into exceptional experiences, guiding contracts... ...across hotel departments. The role blends strategy, planning, and relationship building with emphasis on client satisfaction...
$120k - $250k
...DriveJob Family Group:Wealth Sales &... ...-net-worth (UHNW) clients in the Miami market... ...holistic financial planning. This role combines... ...plans and reviews)Leads Annual Client Review... ...retirement, estate, tax optimization).Collaborates... ...of Bank products, services and capabilities....TaxContract workPart timeLocal areaShift work$700 - $900 per day
...beaches, the Intracoastal, miles of trails, and no state income tax on any of what you earn. Opportunity Highlights 33% of net collections... ...comprehensive general dentistry including diagnosis, treatment planning, and restorative care for an established adult and family...TaxFull timePrivate practiceMonday to Friday- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...engagement status, deadlines, and deliverables.Oversee tax planning and compliance functions for ultra-high net worth...TaxFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...member of the Family Office Services Team, the Managing Director & Senior Wealth Strategist is... ...complex estate and wealth planning deliverables, identifying... ...Managing Directors and the client team to prepare for and... ...providing firm-wide support on tax and estate planning...TaxWork at office
- ...1–5 Years of Experience | Private Client Practice An established and growing... ...exposure to sophisticated estate planning, trust and estate administration, and wealth preservation matters within a... ...estate administration, researching tax and wealth transfer issues, and...TaxPrivate practice
- ...Private Office Senior Wealth Strategist... ...including wealth planners, tax advisors, estate... ...personalized wealth planning and family office solutions... ...ensures that each client benefits from the... ...Engagement: Lead and participate in... ...expertise and client service capabilities. Practice...TaxWork at officeLocal area
- ...Manager - FEMA in our Government Services Practice. This role is ideal... ...annual evaluations.Evaluate client needs and engagement scope, manage... ....Support team strategic planning and growth by identifying and... ...one of the largest accounting, tax, and business advisory firms,...TaxFull timeWork at officeLocal area
$145k - $175k
...developing, or experience with, estate planning, trust administration, and wealth preservation. Strong... ...generation-skipping transfer, and income tax issues. Assist with business succession... ...legal documents. Participate in client meetings and contribute to business...TaxFlexible hours- ...Estate And Financial Planning Advisor... ...across the Elements of Wealth to deliver advanced... ...planning advice to clients typically with $10... ...objectives and priorities, leading to delivery of a... ...on estate, tax and planning trends... ...Workplace. SunTrust Investment Services, Inc.TaxWork experience placementWork at office
$70k
..., and young professionals. Lead relationships with tour operators... ...experience throughout the planning and execution process. Develop... ...interpersonal and customer service skills—both written and verbal... ...employer contribution ~ Pre-tax benefits including Flexible Spending...TaxContract workLocal areaWorldwideOverseasFlexible hours- ...Andersen Tax LLC Unlock the Boundless... ...among professional services organizations. You'... ...with extraordinary clients spanning every industry... ...changes, and lead change effectively;... ...legislative changes, wealth transfer techniques... ...buy/sell agreement planning, etc. The Requirements...TaxWork experience placementInternshipPrivate practiceLocal area
- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high... ...well as other people with complicated tax and financial structures. The Private Client... ...-flow, retirement, and life insurance planning.A Tax Experienced Senior, Private Client...TaxPrivate practiceWork at office
- ...communication, training, and planning skills. Sense of pride, integrity... ...2 years of experience in servicing and inspecting fire alarm systems... ...opportunity to build long-term wealth and directly benefit from your... ..., allowing you to use pre-tax dollars for eligible medical costs...TaxTemporary workWork at officeFlexible hours
$96k - $192k
...move with speed and efficiency, leading the full sales cycle... ...Solutions Consultants, Professional Services, and colleagues across global... ...execute territory and account plans that reflect the complexity and... ...Accidental Death and Dismemberment Tax-Advantaged Accounts: Health...TaxMinimum wageContract workTemporary workLocal area- ...Job Description Private Client Trusts & Estates Associate Attorney... ...and families on estate planning and administration, including... ...planning, charitable giving, and tax-efficient wealth transfer strategies.... ...written, verbal, and client service skills Team-oriented with...TaxPrivate practiceWork at officeRemote work2 days per week
$61k - $119k
...where you can help your clients achieve their goals through financial planning. On your path to becoming... ...Investment & Advisory Services Trust Services Retirement... ...3 for income tax purposes, and a statutory... ...and Northwestern Mutual Wealth Management Company® (NMWMC...TaxFull timeContract workFor contractorsWork at office- ...separate functions — Customer Service and Freight Coordination — unified... ...), Standard (5-7 days), or Planned (10+ days) — at intake, and... ...Swing Load, Blanket, or Import Lead — and apply the correct NetSuite... ...the Superfund Chemical Excise Tax on applicable stock orders....TaxImmediate start
$180k
...curiosity, and care for our work, our clients, and each other. Our values of... ...how we show up every day: we lead with empathy, communicate with... ...the President & COO, Client Services, Finance, People Operations,... ...actionable briefs, channel plans, workflows, and measurable outcomes...Agency workFor contractors- ...and Administrative staffing services. We are a sole source staffing... ...firm is looking for an Estate Planning Attorney with at least 8... ...administration and an established client base. Ideally, the candidate... ...generation skipping transfer taxes. In connection therewith, experience...Tax
- ...observations-Assist with engagement planning-Perform interim accounting services (monthly or quarterly) of small... ...transmittal of journal entries to clients-Prepare work papers that are organized... ...depreciation software.-Prepare payroll tax, sales and other local tax,...TaxInterim roleLocal area
- ...CEO and other staff to provide responsive, professional member service. The ideal candidate is organized, detail-oriented, personable... ...Support The Membership & Events Coordinator assists with planning and coordination of association meetings, programs, networking...Full timeWork at officeLocal areaFlexible hoursAfternoon shiftEarly shift
$25 - $35 per hour
...Service Lead Technician Palm Beach Electronics West Palm Beach, FL Pay: $25-35 per hour (based on experience) Schedule: Full-time | MondayFriday... ..., reliable systems that bring comfort and convenience to our clients' homes and businesses. As a family-oriented, highly rated...Hourly payFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax & Wealth Planning Client Services Lead. Be the first to apply!
- service lead West Palm Beach, FL
- early intervention service coordinator West Palm Beach, FL
- family service coordinator West Palm Beach, FL
- food service coordinator West Palm Beach, FL
- service coordinator West Palm Beach, FL
- service team leader West Palm Beach, FL
- tax professional West Palm Beach, FL
- international tax senior West Palm Beach, FL
- tax law West Palm Beach, FL
- manager m&a tax West Palm Beach, FL





