Tax & Wealth Planning Paralegal | Estate & Trust Focus
Fox-Rothschild-LL
Fox Rothschild LLP is seeking a full-time Taxation and Wealth Planning Paralegal based in Miami. The position requires a minimum of eight years of experience handling estate tax returns and various legal documents. You will work collaboratively with attorneys and must possess strong communication skills, organizational skills, and a focus on customer service. The role demands proficiency with tax software and standard office software. This is a clerical office job with regular office equipment usage. #J-18808-Ljbffr Fox-Rothschild-LL
- Position: Paralegal (Full‑Time) - Requisition #: TAXAN003167 Locations... ...is seeking a Taxation and Wealth Planning Paralegal with a minimum of... ...We are a well‑established trusts and estates team with a deep client... ...management, including tax‑related deadlines and client...TaxFull timeContract workWork experience placementWork at officeLocal area
- ...Legal Assistant for its Trust & Estates Practice in the Miami... ...attorneys in estate planning matters and the administration... ...assistant and/or paralegal. Florida probate... ..., SmartTime, Aderant, Wealth Counsel, Estate Works,... ...the ability to adjust focus. The above description...SuggestedWork at office
- Berkowitz Pollack Brant Advisors + CPAs, LLP - Legacy is seeking a Manager in Wealth Tax - Trusts & Estates in Miami, Florida. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients, managing tax engagements, and developing...Tax
- Bpbcpa is seeking a Manager of Tax Services in Wealth Tax - Trusts & Estates, based in Miami. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients. You'll deepen your expertise in trust and estate taxation while managing...Tax
- Illapa Search is seeking a Tax, Trusts & Estates Associate with over 3 years of experience to join its Private Client and Wealth Planning practice in Miami. This role will involve advising high-net-worth individuals, families, and fiduciaries on various tax and estate...Tax
- ...A leading national law firm is seeking a Tax, Trusts & Estates Associate with 3+ years of experience to join its growing Private Client and Wealth Planning practice. The role is based in Miami. This role offers the opportunity to advise high-net-worth individuals, families...Tax
- Practice area: Estate & Tax Planning, Probate, Trusts and Estates - General __________________________________... ...clients' needs. The firm has a family-focused and supportive working environment... ...on tax-efficient estate planning and wealth transfer strategies Administer...TaxPermanent employmentPlacement yearWork at office
$225k - $375k
...Miami / Palm Beach | Hybrid Trusts & Estates Associate Attorney AmLaw 200 Opportunity Compensation... ...offices on sophisticated estate planning, wealth transfer, trust administration, and succession... ...planning, charitable planning, and tax-efficient wealth transfer strategies...Tax- Fartherfinance is seeking an experienced Wealth Advisor to deliver exceptional... ...worth clients in Miami. This role focuses on sophisticated planning strategies and seamless service... ...wealth management, specializing in tax optimization, estate planning, and complex investment...Tax
- Jobot in Miami, Florida is seeking a Tax Manager with expertise in Trust & Estates to join their growing firm. This role focuses on tax compliance and consulting, helping clients with complex estate planning needs. The ideal candidate will possess a BS/BA in accounting...TaxRemote job
- ...seeking an experienced Private Client International Trusts & Estates Planning Associate to join their team in Miami. The... ...high-net-worth individuals and cross-border tax planning. The role involves advising clients on wealth management structures, ensuring compliance with...Tax
- Probate, Trust, and Estates Attorney in Miami, FL. Overview Probate, Trust, Estate & Tax Attorney - Now Hiring. Are you an experienced attorney... ...a well-established, client-focused firm? We’re hiring a Probate... ...Strong knowledge of Estate Planning, Probate Administration,...TaxImmediate start
- ...Revolution in Miami is seeking a Trusts & Estates Senior Associate to join its prestigious... ...-worth clients on sophisticated wealth preservation and succession planning strategies. The ideal candidate... ...other professionals, handling complex tax planning matters and drafting...TaxPrivate practice
$200k
Overview Attorney | Trusts & Estates Senior Associate | Up to $200,000 | Miami | 1800... ...and family offices on sophisticated wealth preservation and succession planning matters. This is an opportunity to... ...and estate administration, and tax-driven planning alongside highly regarded...TaxPrivate practice- Position Overview As a Manager in Wealth Tax - Trusts & Estates, you will play a critical role in delivering fiduciary tax compliance and planning services to high‑net‑worth individuals, families, family offices, and fiduciaries. This role offers the opportunity to deepen...TaxWork at officeLocal area
- ...Sales with Goldman Sachs Wealth Services, L.P. in Miami, Florida... ...personal financial planning, investment planning and tax services to corporate employees... ..., investment performance, estate document reviews, estate flowcharts, etc. Establish trust and rapport with clients...Tax
- ...The Opportunity: Estate Planning Attorney Send resumes to:... ...regarded Private Client & Wealth Planning practice in... ...revocable and irrevocable trusts, powers of attorney,... ...directives. Design tax-efficient estate plans... ...Looking For 2–5 years of focused estate planning...TaxPrivate practice
$225k - $310k
...seeking an associate with 1-4 years of experience to join its Estate Planning Practice Group. The role includes drafting estate planning documents, supporting tax planning analyses, and involvement in trust administration. Candidates must hold a JD from an ABA accredited...Tax- ...Job Overview A law firm seeks a Trust and Estates Attorney for its Miami, FL office. The ideal... ...experience. Expertise in complex estate planning, asset protection planning, and trusts... ...estate plans. Provide legal advice on tax implications and strategies. Requirements...TaxWork at officeFlexible hours
- ...seeks an attorney with over five years of experience in wills, trusts, estate planning, and probate matters in Miami, FL. The ideal candidate will... ...book of business is preferred. Education LL.M. in Tax or Estate Planning. Certifications Bar admission in the state...Tax
- ...SUMMARY: The Senior Wealth Management Fiduciary Advisor... ...sophisticated trust and estate administration services... ...agreements, and long-term planning goals. Apply deep... ...trust and estate laws, tax considerations, estate... ...as a relationship-focused, locally administered...Tax
$160k - $250k
...role Does international trust and estate planning excite you? Are you an... ...you to: • provide legal and tax analysis of cross-border •... ...As part of the International Wealth Planning Wealth Planning Team... ...asset management solutions and focused investment banking...TaxFull timeFlexible hours$200k
Miami | Hybrid Private Wealth Associate Attorney Future Opportunities Compensation... ..., firm size, and practice focus. Whether you're actively... ...Background 2-8 years of private wealth, trusts & estates, estate planning, wealth transfer, or tax planning experience Experience...Tax- ...Vice President - Private Wealth Planner J.P. Morgan Wealth... ...(CFP) to join the Wealth Planning and Advice team as a Vice... ..., providing a report that focuses on achieving their goals and... ..., diversification, trusts & estates, individual tax rules (both transfer and income...TaxWork at office
- ...Sales with Goldman Sachs Wealth Services, L.P. in Miami, Florida. Execute tax planning, projection and review... ...and reporting. Create estate flowcharts, wills, execute... ...gift strategies or trust funding. Conduct cash flow... ...net-worth individuals, focusing on confidentiality,...Tax
$225k - $310k
...years of relevant experience to join its Estate Planning Practice Group in either our Milwaukee... ...estate, and generation‑skipping transfer tax planning analyses, and contributing to charitable... ...also includes involvement in estate and trust administration, including probate...TaxWork at office- ...service law firm in Miami is seeking a Legal Assistant for its Trust & Estates Practice. The ideal candidate will have at least five years... ...be responsible for administrative support related to estate planning and administration. Responsibilities include scheduling hearings...
$150k - $180k
...firm continues to grow! Job Details Seeking a Tax Manager with expertise in Trust & Estates who's interested in growing with us as we continue... ..., we are a growing, full spectrum firm that focuses on HNW Individuals, Wealth Management, Audit and complex Business Tax. We...TaxLocal areaRemote workFlexible hours- ...comprehensive, tailored wealth management experience.... ...situations and wants to focus on delivering sophisticated planning strategies rather than business... ...Advise on sophisticated estate planning, tax optimization strategies,... ...including tax law, trust structures, estate planning...TaxWork at office
- ...Capital Partners centralizes investments, planning, and professional services for... ...guidance. We take an integrated approach to tax, estate, giving, law, and finance and provide tax... ...Capital Partners is seeking a remote CFP Wealth Advisor. Analog provides a steady stream...TaxRemote jobFull timeWork at office
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