Tax & Wealth Planning Paralegal — Estates & Trusts Expert
Fox Rothschild
Fox Rothschild LLP in West Palm Beach, FL seeks a Taxation and Wealth Planning Paralegal with a minimum of eight years of experience. The role supports a trusts and estates team with diverse, meaningful work and a collaborative environment. Responsibilities include handling tax deadlines, estate and gift tax returns, probate and trust administration, and document preparation. Strong organizational, communication, and confidentiality skills are essential for client service excellence. #J-18808-Ljbffr Fox Rothschild
Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Tax & Wealth Planning Paralegal — Estates & Trusts Expert in West Palm Beach, FL vacancy
- ...Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of... .... We are a well-established trusts and estates team with a deep client base. Our work... ...Responsibilities Calendar management, including tax-related deadlines and client calls/...TaxFull timeContract workWork experience placementWork at officeLocal area
$55k - $56k
...excited about handling sophisticated estate planning and estate/trust administration matters and who are interested... ...relevant Florida state and federal tax laws. Experience with domestic estate... ...assets; and tax-efficient family wealth transfer strategies is preferred....TaxUltimate Staffing
West Palm Beach, FL2 days ago- ...based law firm seeking an experienced trusts & estates attorney to advise high-net-worth... ..., and fiduciaries on estate planning, trust administration, and wealth transfer strategies. The role involves... ...complex estate plans, optimizing tax strategies, and coordinating with...Tax
$60k - $75k
...Job Description Position Summary The Trusts & Estates Paralegal will support attorneys through all phases of estate planning, probate, and trust administration. This role... ...professional capable of managing multiple court, tax, and client deadlines while maintaining high...TaxWork at officeLocal area- Boutique Trusts & Estates Law Firm in Palm Beach Gardens is seeking an experienced Estate Planning Paralegal to join its close-knit team. This role offers meaningful client interaction, high-quality drafting, and a supportive, relationship-driven firm environment. You will...Suggested
$185k - $225k
...and business law, real estate, and financial services... ...involvement, we continue to be a trusted advisor to clients... ..., dental and vision plans Supplemental Life for... ...trust administration, and wealth transfer strategies.... ...strategies Advise clients on tax-efficient estate, gift,...TaxLocal areaJobot
West Palm Beach, FL1 day ago- ...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... ...include preparing gift and estate tax returns and administering estates, ensuring...Tax
- ...individuals and closely held entities, seeks a senior tax advisor with extensive experience in trusts, estates and gift tax. The role requires mentoring staff, leading engagements, and delivering strategic tax planning for wealthy clients. The firm offers a competitive...Tax
- Ledgent is seeking a Family Office Financial & Accounting Associate to support the financial, accounting, tax, estate planning, and wealth management activities for a multi-family office serving senior partners and their families. The role offers broad exposure to personal...TaxWork at office
- ...Description Miami / Palm Beach | Hybrid Trusts & Estates Associate Attorney AmLaw 200... ...family offices on sophisticated estate planning, wealth transfer, trust administration, and succession... ...planning, charitable planning, and tax-efficient wealth transfer strategies...Tax
- ...Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate... ...individuals and families on estate planning and administration, including... ...asset planning, charitable giving, and tax-efficient wealth transfer strategies. Candidates...TaxPrivate practiceWork at officeRemote work2 days per week
- ...Description Description: Firm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L.... ..., management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in...TaxWork at office
- ...Employment Services is seeking an experienced Estate and Probate Paralegal for a respected West Palm Beach law... ...and background supporting estate and trust administration, and probate... ...inventories, monitor deadlines, and assist with tax filings and fiduciary matters. #J-188...TaxFull time
$60k - $80k
...Palm Beach, FL is seeking an experienced Estate and Probate Paralegal to join its growing Private Client... ...supporting complex estate administration, trust administration, and probate... ...related filings, including estate and gift tax documentation, while maintaining accurate...TaxFull timeMonday to Friday- ...highly organized, and detail-oriented Estate and Probate Paralegal to join our Private Client Services group... ...various IRS filings and procedures; trust administration, and preparation of... ...forms including federal Estate and Gift Tax returns (IRS Form 706 US. Estate (and...TaxFull timeWork at office
- A leading financial firm is seeking an Associate to join their Family Office team in West Palm Beach, Florida. The successful candidate will be responsible for financial agreements, quarter reports, and investment monitoring while maintaining utmost confidentiality. The...TaxWork at office
- 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...TaxLocal area
- Wealth ManagementAcross Wealth Management, Goldman... ...businesses provide financial planning, investment management... ..., which may include tax and estate planning,... ...relationships by acting as a trusted advisor who delivers holistic... ...subject matter experts to develop bespoke, tailored...Tax
- ...Martin Counties THE OPPORTUNITY For an accomplished estate planning attorney, wealth advisor, trust officer, or planned giving professional, this role... ...deep fluency in charitable giving vehicles, estate and tax planning, and investment concepts to bear on behalf of...TaxFull time
Community Foundation for Palm Beach & Martin Counties Inc-
West Palm Beach, FL2 days ago - Job Overview A law firm seeks a Real Estate and Estate Planning Associate in West Palm Beach, FL. This... ...with estate planning attorneys on wealth transfer strategies and tax‑efficient structuring. Advise private clients and trusts on real estate acquisitions, dispositions...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
$75k - $100k
Employer Boutique Trusts & Estates Law Firm - Collaborative Culture! A well-established boutique Trusts & Estates firm in Palm Beach Gardens is seeking an experienced Estate Planning Paralegal to join its team. This is a great opportunity for someone who enjoys meaningful...Local area$65k - $80k
...closely with our financial team, playing a pivotal role in financial planning, budgeting, and forecasting. This role requires a high level of... .... The ideal candidate will have a strong understanding of tax accounting laws and regulations and a proven track record of managing...TaxLocal areaJobot
West Palm Beach, FL3 days ago$70k - $140k
...individual to join our team as an Associate Wealth Strategist. This role sits at the... ..., hyper-personalized financial planning and investment guidance. About Our Firm... ...optimization, protection planning, trust and estate coordination, tax‑efficiency strategies, and financial...TaxFor contractorsWork at officeFlexible hoursSatovsky Asset Management LLC
West Palm Beach, FL5 days ago- ...Position Summary: Bessemer Trust is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively... ...Bessemer Trust's Wealth Planning, Family Office Management, Investments... ...knowledge of investments, tax and estate planning and/or banking...TaxTemporary workWork at officeRemote work
Bessemer Trust
West Palm Beach, FL4 days ago $102k - $190k
...DriveJob Family Group:Wealth Sales & ServiceServes... ...and holistic financial planning. This role combines credit... ...with other experts (e.g. internal team, outside... ...financial needs.Builds deep, trusted relationships and... ...(e.g. retirement, estate, tax optimization).Collaborates...TaxFull timeContract workPart timeLocal areaShift work- ...you. No more manual financial plans in Excel. No more chasing paperwork... ...marketing tools Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options,... ...largest RIAs in the country. Wealth management is a $545 billion industry...TaxWork at officeRemote work
- ...Description A top tier law firm is looking for an Estate Planning Attorney with at least 8 years of... ...areas of estate planning and estate and trust administration and an established client... ..., gift and generation skipping transfer taxes. In connection therewith, experience in...Tax
Lewis & Associates
West Palm Beach, FL2 days ago - ...Accounting Associate to support the financial, accounting, tax, estate planning, and wealth management activities of a multi-family office serving a... ...projections. Coordinate with tax advisors on personal, trust, and gift tax matters. Work with estate planning attorneys...TaxWork at officeLocal area
- ...Search in West Palm Beach, FL, seeks a mid-level Real Estate and Estate Planning Associate to handle sophisticated real estate... ...opportunities to work closely with estate planning attorneys on wealth transfer strategies and tax-efficient structuring. The ideal candidate has 4-6...Tax
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax & Wealth Planning Paralegal — Estates & Trusts Expert. Be the first to apply!
Related searches
- legal admin West Palm Beach, FL
- legal assistant paralegal West Palm Beach, FL
- paralegal West Palm Beach, FL
- legal assistant West Palm Beach, FL
- legal paralegal West Palm Beach, FL
- contracts paralegal West Palm Beach, FL
- trial paralegal West Palm Beach, FL
- employment law paralegal West Palm Beach, FL
- personal injury paralegal West Palm Beach, FL
- disability paralegal West Palm Beach, FL