Senior Estate Planning Attorney — Trusts & Tax
Lewis & Associates
A leading legal staffing firm in West Palm Beach is seeking an experienced Estate Planning Attorney with a minimum of 8 years' experience in estate planning and trust administration. The ideal candidate will have an established client base and a proven track record in developing effective estate planning strategies. Responsibilities include preparing gift and estate tax returns and administering estates, ensuring optimal tax outcomes. This role offers an opportunity to work with a top-tier law firm. #J-18808-Ljbffr Lewis & Associates
$185k - $225k
...and business law, real estate, and financial services... ...legal challenges. And our attorneys work closely across... ...involvement, we continue to be a trusted advisor to clients... ..., dental and vision plans Supplemental Life for... ...strategies Advise clients on tax-efficient estate, gift,...TaxLocal area- ...-based law firm seeking an experienced trusts & estates attorney to advise high-net-worth individuals, families, and fiduciaries on estate planning, trust administration, and wealth transfer... ...complex estate plans, optimizing tax strategies, and coordinating with corporate...Tax
- ...Trusts & Estates Associate Attorney A highly regarded national law firm is seeking a Trusts & Estates Associate... ...offices on sophisticated estate planning, wealth transfer, trust... ...planning, charitable planning, and tax-efficient wealth transfer strategies...Tax
- ...Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca Raton or... ...individuals and families on estate planning and administration, including succession... ...planning, charitable giving, and tax-efficient wealth transfer strategies...TaxPrivate practiceWork at officeRemote work2 days per week
- ...A top tier law firm is looking for an Estate Planning Attorney with at least 8 years of experience in... ...areas of estate planning and estate and trust administration and an established... ...gift and generation skipping transfer taxes. In connection therewith, experience in...Tax
- ...has opportunities in over 10 offices that will focus on estate planning, real estate transactions, tax planning and other work related to transactional work... ...of estate planning, probate administration and trust administration. Education, Experience and Skills:...TaxFull time
- ...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,... ...engagements, and delivering strategic tax planning for wealthy clients. The firm offers a competitive...Tax
- 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
$112k - $228.8k
...contribute to the company’s success. As a Senior Estate Settlement Advisor within PNC's Private... ...trustee, including estate settlement trusts and other estate-related trusts. Acts... ...contribute to and implement fiduciary/tax planning strategies and assess financial planning...SeniorTaxFull timeTemporary workPart timeWork experience placementWork at office$195k - $275k
...Client & Wealth Management | Trusts & Estates Associate Attorney § Practice Area: Estate Planning, Wealth Preservation, & Fiduciary... ...with experience and seniority; includes comprehensive medical... ...generation-skipping transfer tax planning structures, and charitable...TaxFull timePrivate practiceWork at officeImmediate start- ...Tax Senior Manager Work location: Garden City, NY and West Palm Beach, FL. Hybrid schedule... ...-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-... ...and the client engagement teams on tax planning Work closely with the management team...SeniorTaxWork at office
- ...leading accounting and advisory firm, seeks a senior international tax professional to lead cross-border compliance and planning for diverse clients. You will review forms,... ...with Private Client Services and Trust & Estate groups on cross-border matters. The role offers...SeniorTaxFixed term contract
$150k - $210k
...for: Review of international tax compliance forms and working... ...Private Client Services and Trust & Estate groups on cross-border matters... ...holdings and activities Develop tax planning opportunities arising from... .... We are also engaged by the attorneys, financial professionals,...SeniorTaxFull timeFixed term contractLocal area- ...responsible for Review of international tax compliance forms and working with a dedicated... ...with the Private Client Services and Trust & Estate groups on cross-border matters for... ...global holdings and activities Develop tax planning opportunities arising from inbound and outbound...SeniorTaxFixed term contractLocal area
- ...banking services, Northern Trust (Nasdaq: NTRS) is... ...sophisticated clients. As a senior member of the service... ..., and regulatory or tax changes, while... ...relationship manager or attorney in trust administration, estate administration, estate planning, or related fields.Work...SeniorTaxFull timeWork experience placementH1bWorldwideFlexible hours
$170k - $220k
...Palm Beach,FL, US Experience: Senior Level Salary: $170,000 - $220... ...office services including tax compliance, bill pay, payroll... ...philanthropic advising, and estate planning. Why join us? 216 hours of PTO... ...finance #wealth-planning #estate #trust #1040 #hnw #tax-planning #104...SeniorTaxWork at office$125k - $250k
...role that blends technical tax research, real estate transactions, and advisory... ...Group does not only provide trusted and innovative tax solutions... ...We are also engaged by the attorneys, financial professionals,... ...this role falling within the Senior Associate to early Manager...SeniorTaxFull timeWork at officeLocal area$73.69k
...Agency: Children and Families Working Title: Senior Attorney - 60069973 Entry Level Attorneys are... ...Forgiveness Program No state income tax for residents of Florida On each anniversary... ...insurance options) Retirement plan options, including employer contributions...SeniorTaxPermanent employmentFull timeWork at officeMonday to FridayFlexible hours- ...Summary: Bessemer Trust is seeking a dynamic... ...entrepreneurial minded Senior Wealth Advisor focused... ...Bessemer Trust's Wealth Planning, Family Office... ...expand relationships with attorneys, accountants, family offices... ...of investments, tax and estate planning and/or banking...SeniorTaxTemporary workWork at officeRemote work
- ...for: Review of international tax compliance forms and working... ...Private Client Services and Trust & Estate groups on cross-border matters... ...and activities Develop tax planning opportunities arising from inbound... .... We are also engaged by the attorneys, financial professionals,...SeniorTaxFixed term contractLocal area
- ..., 2026 at 8:00 AM Arden Trust Company (Arden Trust) is... ...Impact. As the Trust Officer Senior, you will report to the... ...goals and work plans, and delegate's assignments... ...encroachment requests and tax preparation. Respond on... ..., wealth management, or estate settlement teams. Experience...SeniorTaxImmediate start
$117.5k - $234.5k
...Carrier. About the Role The Senior Manager, PR & Communications,... ...and executes communication plans that support business... ...reputation goals. Serve as a trusted communications advisor to business... ...Death and Dismemberment Tax-Advantaged Accounts: Health Savings...SeniorTaxTemporary workLocal areaRemote work1 day per week$60k - $75k
...Description Position Summary The Trusts & Estates Paralegal will support attorneys through all phases of estate planning, probate, and trust... ...of managing multiple court, tax, and client deadlines while... ...,000 – $75,000 per year. Senior Level (5+ years / High-Net-Worth...TaxWork at officeLocal area- ## Senior Associate Tax Services- High Net Worth Individuals/International TaxApplylocations... ..., closely held businesses, trusts, and foreign nationals with... ...compliance, consulting, and planning services tailored to clients... ...* Assist with international estate, gift, and trust planning...SeniorTaxLocal areaWorldwide
$250k - $300k
...approach. With approximately 100 attorneys, the firm operates out of... ...include commercial litigation, real estate, bankruptcy, corporate law,... ..., including zoning and planning boards. Prepare and file necessary... ...Advise clients on the legal and tax implications of real estate...TaxWork experience placementLocal area- 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
- EisnerAmper is seeking an experienced professional in international tax compliance with over 8 years of experience. The successful... ...be responsible for reviewing compliance forms and developing tax planning opportunities for clients. This role requires a strong background...SeniorTax
- ...OPPORTUNITY For an accomplished estate planning attorney, wealth advisor, trust officer, or planned giving professional... ...asset bases. This is a senior strategy and relationship-leadership... ...charitable giving vehicles, estate and tax planning, and investment concepts to...TaxFull time
- ...Tax Director – Tax Operations & Strategic Transactions About the Opportunity Join... ...complex business transactions, tax planning initiatives, and operational growth. The... ...support, and tax strategy. Reporting to senior tax leadership, this position combines deep...SeniorTaxLocal areaFlexible hours
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