Estate, Gift & Trust Senior Director — Private Client Leader
armaninollp
Armanino is seeking a strategic Estate, Gift and Trust leader in the Boca Raton area to advise high‑net‑worth clients and oversee complex tax engagements for families, trusts, and estates. You will shape planning strategies, supervise engagements, and collaborate with attorneys, advisors, and centers of influence to grow the practice. This role requires a senior, results‑driven tax professional with deep knowledge of fiduciary taxation, wealth transfer, and business succession, and a proven #J-18808-Ljbffr armaninollp
- ...Cozen O'Connor's Private Client, Trusts & Estates group ("PCS") is looking for a driven, entrepreneurial Member... .... The attorney will work alongside a senior shareholder in one of Florida's most... ...clients on sophisticated estate, gift, generation-skipping transfer, and income...Private clientPrivate practiceWork at office
- Job Overview A law firm seeks a driven Trusts and Estates Attorney to join their Boca Raton, Florida office. This... ...long-term succession planning within a reputable private client practice. Duties Advise clients on estate, gift, generation-skipping transfer, and income tax...Private clientPrivate practiceWork at office
$220k
Trust and Estates Tax Partner, Private Client Group Trust and Estates Tax Partner, Private Client... ...and review of estate, gift, and fiduciary tax returns... ...individual’s experience level. Seniority level Seniority level... ...Investments Tax Managing Director, Core Tax Services Tax...Private clientFull timeRemote work$220k - $320k
...Description Job Description Tax, Trusts & Estates Associate Based in Boca... ...law firm known for its client-focused approach collaborative... ...role is ideal for a seasoned private client attorney who values direct... ...tax matters involving estate gift generation-skipping transfer...Private clientWork at office- Cozen O'Connor's Private Client, Trusts & Estates group in Boca Raton seeks a driven Member-level attorney with a minimum of six years' experience... ...own and participate in long-term succession planning with senior leadership. The ideal candidate will develop client relationships...Private client
$160k - $220k
...Tax Senior Manager, Private Client Group Tax Senior Manager, Private... ...fiduciary taxation and estate planning to service... ...for individuals, trusts, family investment partnerships... ...Provide guidance on gifting strategies,... ...Service Manager Director/Partner, Mergers & Acquisitions...SeniorPrivate clientFull time- ...Job Description Estate Planning Attorney | Palm Beach, FL... ...experience to join its sophisticated Trusts & Estates practice. This is an... ...working with high-net-worth clients and enjoys sophisticated estate... ...understanding of estate, gift, and generation-skipping transfer...
- ...Overview Trueline’s client, a highly regarded boutique trust & estates firm in Boca Raton, FL, is seeking a Trusts & Estates Associate Attorney (3–8 years)... ...to finish Draft, review, and manage complex estate, gift, and fiduciary tax returns Develop and implement customized...For contractors
- Overview Forvis Mazars' Private Client tax advisors provide sophisticated... ...Client Tax Managing Director serves as a trusted advisor and member of... ...personal, partnership, trust, estate, gift, and wealth retention... ...prepared by tax associates and seniors. Effectively delegating...Private client
$90.5k - $150k
...Job Description Job Description Trust & Estate Administration Paralegal Based in Boca Raton... ...recognized law firm known for its client-focused approach collaborative culture and... ...worth individuals families fiduciaries and private clients. This role is ideal for a...Private client- ...Job Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca Raton or West Palm Beach, FL Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a minimum...Private clientPrivate practiceWork at officeRemote work2 days per week
- P&M Recruits is assisting a premier South Florida estate planning and tax group in recruiting a trusts and estates attorney with a minimum of five years of experience. The ideal candidate will practice at a high level, offering sophisticated big-firm pedigree with boutique...Senior
- A national law firm is seeking a Trust & Estates Attorney for its Boca Raton office. The ideal candidate should have 5-15 years of experience in complex estate planning, as well as asset protection. An LLM in Taxation or Estate Planning and a Florida Bar admission are also...SeniorWork at office
- Glades Talent in Boca Raton, FL seeks a Trusts & Estates Attorney to advise individuals and families on estate planning strategies, trusts,... ...and asset protection. The role emphasizes building long-term client relationships and contributing to firm growth. The candidate...SeniorFull timeWork at office
- An established industry player is seeking a skilled Trusts and Estates paralegal for their Boca Raton office. This role involves managing active files, organizing legal documents, and working closely with a team of attorneys in a supportive environment. Ideal candidates...SeniorWork at office
$90k - $110k
Trust & Estate Paralegal - Ultimate Staffing Ultimate Staffing Services is... ...files from initial client contact through completion of... ...estate tax returns (Form 706) and gift tax returns (Form 709), drafting... ...schedule offering flexibility. Seniority Level Entry level Employment...Full timeWork at officeLocal areaRemote work- Withum’s Private Client Services Tax team in Boca Raton, FL is seeking a Tax Manager to lead engagements, supervise staff, and build client... .... You will work alongside seasoned CPAs and industry leaders to ensure high-quality tax services. You will review returns,...SeniorPrivate client
- WithumSmith+Brown, PC in Boca Raton, FL seeks a Private Client Services Tax Manager to lead tax engagements, supervise staff, and build strong client relationships. You will review returns, identify planning opportunities, manage multiple engagements, mentor teams, and...SeniorPrivate client
- WithumSmith+Brown, PC is seeking a Private Client Services Tax Manager in Boca Raton, FL. You will lead tax engagements for individuals, trusts, partnerships, and corporations, mentoring staff and building strong client relationships. The role requires a CPA license or...SeniorPrivate client
$120k - $180k
...is well-regarded for its sophisticated trusts & estates practice , representing ultra-high-net-... ...strategies while delivering highly personalized client service. This is an excellent... ...a sophisticated practice environment Seniority Level Mid-Senior level Employment Type...Full time- ...Jobot is seeking a Senior Tax Manager in a hybrid Florida role to work with high-net-worth clients on wealth transition, estate planning, and comprehensive tax strategies. You will lead a team, mentor staff, and collaborate with clients to deliver proactive advisory services...SeniorFlexible hours
- A leading financial advisory firm based in Boca Raton is seeking an experienced Managing Director for its Private Client Tax service line. The ideal candidate will have over 11 years of experience in tax compliance and consulting, a CPA license or J.D., and proven skills...Private client
- PNC Financial Services in Palm Beach, Florida is seeking a Senior Investment Advisor within Private Bank to manage client portfolios and deliver comprehensive investment guidance. You will work with clients to implement investment strategies, monitor performance, and provide...SeniorPrivate clientWork at office
- ...Our client, a nationally ranked, Top 20 CPA firm, are seeking a Senior Associate to join their International Tax team. This firm... ...candidates looking for career growth in private client tax. Due to increased... ...well as the ability to build trusting relationships with HNWIs, their...SeniorPrivate client
- WithumSmith+Brown in Boca Raton, FL is seeking a Private Client Services Tax Manager to lead all aspects... ...planning strategies across individual, trust, partnership, and corporate taxes. You’... ...an integrated team of CPAs and industry leaders, research complex tax matters, and...Private client
- EY is looking for a Real Estate Tax Manager to handle tax consulting and compliance for a wide range of projects. With a focus on delivering reliable tax advice, you will utilize your expertise in the real estate, hospitality, and construction industries. The ideal candidate...
- ...Palm Beach County is seeking an Associate Vice President, Major Gifts to elevate a culture of philanthropy and deepen relationships with... .... You will work closely with the Development Team to cultivate trust-based relationships and drive strategic fundraising initiatives...
$25k
Position Summary The Associate Director, Major Gifts is responsible for identifying, cultivating, soliciting, and stewarding major gift prospects... ...Strong interpersonal skills with the ability to build trust, rapport, and meaningful long-term relationships. Excellent...- ...a highly technical and client-driven team of scientists... ...interested in being a leader and contributing to... ...consulting firm serving private and public-sector clients... ...clients. Fostering trust-based relationships with... ...stakeholders. Supervising of senior personnel and providing...Private clientFull timeWork at officeLocal areaRemote workRelocationRelocation package
- ...Search in Boca Raton, FL is seeking a Senior Attorney to lead and manage a full-time in-office practice focused on estate planning, probate, and trust administration. The role emphasizes... ...related areas, with a commitment to client service and leadership within the firm...SeniorFull timeWork at office
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