Elite Estate Planning Attorney for HNW Wealth & Tax
gpac
gpac in Florida is seeking an experienced Estate Planning Attorney for Palm Beach with 5–7 years of estate planning experience and an LL.M. in Taxation to join a sophisticated Trusts & Estates practice. You will draft complex wills, trusts, powers of attorney, and contribute to wealth transfer, asset protection, tax planning, and business succession while collaborating with clients and advisors. Florida Bar admission required. #J-18808-Ljbffr gpac
- ...Job Description Estate Planning Attorney | Palm Beach, FL A highly respected... ...planning documents Assist with wealth transfer, asset protection, tax planning, and business succession... ...LL.M. in Taxation and a strong HNW background, this is an opportunity...TaxHigh net worth
$120k - $180k
...law firm is well-regarded for its sophisticated trusts & estates practice , representing ultra-high-net-worth individuals... ...owners . The team provides comprehensive estate planning, wealth transfer, and tax planning strategies while delivering highly personalized...TaxHigh net worthFull time- Estate Planner / Trusts & Estates Attorney A respected and growing law firm in Boca Raton is... ...to join its private wealth and advisory practice. This... ...strong background in estate planning, wills, trusts, and high-... ...documents * Develop tax-efficient strategies for...TaxHigh net worthFull timePrivate practice
- ...highly regarded boutique trust & estates firm in Boca Raton, FL, is... ...a Trusts & Estates Associate Attorney (3–8 years) to join their growing... ...chance to build sophisticated planning experience. What You’ll Do as... ...complex estate, gift, and fiduciary tax returns Develop and implement...TaxHigh net worthFor contractors
$200k - $225k
...Private Wealth Advisor The best advisors are more than portfolio managers — they... ...strategies built on expertise in financial planning, tax and estate planning, investment management, and... ...of centers of influence — estate attorneys, CPAs, investment bankers, and other intermediaries...TaxHigh net worthWork at office$85k - $240k
...stewards of significant wealth, and you will continue this... ...comprehensive financial planning and strategic guidance that... ...review, income tax preparation and planning, estate planning and wealth transfer... ...professionals (including attorneys, accountants, and bankers...TaxHigh net worthFull timeTemporary workPart timeWork at office- ...A law firm seeks a Private Client Trusts and Estates Attorney with a minimum of six years of experience to... ...The candidate will provide expert advice on tax-oriented estate and trust planning, family office structure, wealth management, and business succession planning....TaxWork at office
- BCG Attorney Search in Boca Raton, FL seeks a Private Client Trusts and Estates Attorney with at least six years of experience to advise on tax-oriented estate planning, family office structures, wealth management, and business succession. The role includes mentoring junior...TaxWork at office
- ...Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca... ...individuals and families on estate planning and administration, including... ...asset planning, charitable giving, and tax-efficient wealth transfer strategies. Candidates should...TaxHigh net worthPrivate practiceWork at officeRemote work2 days per week
- Trust and Estates Attorney — Glades Talent, Boca Raton, FL About the Role We are seeking... ...and families on estate planning strategies, trust and probate administration... ...directives. Advise clients on tax‑efficient strategies for wealth transfer and asset protection. Handle...TaxFull timeWork at office
- .... Collect, organize and maintain client personal and financial wealth plan profile data.2. Review and synthesize client profile data and assist... ...plans integrating wealth management, wealth transfer and tax efficiency goals.3. Communicate with internal and external partners...TaxHigh net worthFull timeFlexible hours
- ...Description Boca Raton (Onsite) High Net Worth Estate Planning 5+ years experience. The candidate... ..., including trusts, wills, powers of attorney, and other estate planning and business... .... Drafting sophisticated estate and tax planning documents, such as SLATs, IDGTs...TaxHigh net worth
$63.25k - $121.2k
...and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners,...TaxHigh net worthWork at officeLocal areaDay shift- ...One of the premiere Estate Planning / Tax groups in South Florida seeks a Trusts & Estates attorney with at least 5 years of experience practicing T&E/Tax. This is for the Boca office and they represent the very best of big firm sophistication and pedigree with boutique...TaxWork at office
- Lido Advisors in Boca Raton seeks an experienced Private Wealth Advisor to serve high-net-worth families, family offices, and foundations... ...a client book, delivering tailored wealth strategies across planning, tax, and investments with a team and in-house specialists. You...TaxHigh net worth
$250k
...company provides comprehensive financial planning solutions to help their clients... ...services include retirement, investment, estate, insurance and tax planning. Responsibilities Transition... ...products, financial planning strategies, and wealth management principles. Compensation...TaxHigh net worthWork at officeFlexible hours$102k - $190k
...manager for high-net-worth (HNW) and ultra-high-net-... ...a comprehensive wealth management experience... ...and holistic financial planning. This role combines credit... ...team, outside attorneys, accountants) to create... ...strategies (e.g. retirement, estate, tax optimization)....TaxHigh net worthPart timeLocal areaShift work$157.2k
...a holistic approach that integrates wealth management, tax planning, and family office services, Forvis... ...operating at the intersection of advanced estate and family enterprise planning. The... ...meetings involving family members, attorneys, trustees, and other external...TaxHigh net worthHourly payWork at officeFlexible hours$220k
Trust and Estates Tax Partner, Private Client Group Trust and Estates Tax Partner, Private Client... ...business management services from tax planning and audits to the most detailed analysis... ...expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters...TaxHigh net worthFull timeRemote work$90k - $110k
...Trust & Estate Paralegal – Ultimate Staffing Ultimate Staffing Services is actively... ...asset information spreadsheets, estate tax returns (Form 706) and gift tax... ...effectively. Assisting in estate and wealth preservation planning as needed. Qualifications A four‑year...TaxHigh net worthFull timeWork at officeLocal areaRemote work- BCG Attorney Search is looking for an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their esteemed firm in Boca Raton, FL. The ideal candidate will have at least 5 years of relevant experience in international tax...TaxHigh net worthRemote work
- ...law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in Boca Raton... ...by non‑U.S. persons. Benefits Hybrid work environment with remote work options. #J-18808-Ljbffr BCG Attorney SearchTaxHigh net worthRemote work
- ...Tax Manager (High Net Worth & LLC's)Join our progressive public accounting firm as... ...strategic advice: Deliver high-level tax planning and wealth preservation strategies.Manage client relationships... ...: 5+ years in public accounting with HNW and LLC focus.Tech-savvy: Proficient...TaxHigh net worthWork at officeRemote workWork from home
- Crowe is seeking a Senior Tax Manager with ultra‑high‑net‑worth experience to guide sophisticated families and family offices on complex tax matters and planning. You will lead multi‑person engagement teams, ensure quality and compliance, and cultivate long‑term client...TaxHigh net worthWork at office
$106k - $145k
...simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single... ...professionals who work in conjunction with our wealth advisors to provide tax compliance services to...TaxHigh net worthTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$220k - $320k
...Description Job Description Tax, Trusts & Estates Associate Based in Boca... ...institutional clients on complex estate planning tax strategy trust administration and wealth preservation matters. This... ...for a seasoned private client attorney who values direct client...TaxHigh net worthWork at office$130k - $170k
...services. Services include Tax prep and review for C-Corps, S-Corps, estates, trusts, and partnerships... ...amazing clients on tax planning and advisory services in... ...(CPA, advisory, finance, wealth planning accounting firm)... ...Corp, S-Corp, individual, HNW, and complex entity arrangements...TaxHigh net worthFull timeRemote work- Flagstar Bank seeks a Financial Planner to deliver goals-based planning for high-net-worth clients in Palm Beach, FL. You will develop... ...integrating insights with private bankers and senior planners to enhance wealth strategies. The role requires 4+ years in financial planning...High net worth
$72.88k - $109.32k
Citigroup Inc. is seeking a seasoned professional for the Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act role in Boca Raton, Florida. The ideal candidate will build and deepen relationships with affluent clients, anticipate their financial needs, and offer tailored...High net worth$125k - $150k
...oversight and short-term planning Assist with bill... ...managers, attorneys, and accountants) and track tax receivables and estimated... ...Work with the CFO and estate planning attorneys to... ...within a family office, wealth management firm, or... ...firm with HNW client exposure Strong...TaxHigh net worthFull timeTemporary workWork at office
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