Family Office Analyst — Wealth, Tax & Estate Planning
Ledgent
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 ideal candidate possesses a Bachelor's degree, is detail-oriented, and has strong analytical and interpersonal skills. This role provides exposure to various financial areas, ensuring a dynamic work environment and engagement with senior partners' family members. #J-18808-Ljbffr Ledgent
- Overview Multi-family office that oversees all aspects of individual financial, wealth and estate planning for select senior partners of the firm. The role of Associate on the Family... ...to multiple areas of financial reporting, tax and estate planning, and investment and...Work at officeTaxLocal area
- ...join our esteemed Taxation & Wealth Planning Department in the West Palm Beach office. The ideal candidate will have... ...well‑rounded background across estate planning, tax planning, probate, and trust and... ...adviser to individuals and families with a wide range of planning...Work at officeTaxTemporary work
- ...an attorney to join the Taxation & Wealth Planning Department in West Palm Beach. The ideal... ...have 4 to 10 years of experience in estate planning, tax planning, probate, and trust and... ...skills. The role offers exposure to family office structures and a collaborative work...Work at officeTax
- ...| Americas | West Palm Beach | Wealth Management, Private Wealth Management | New Analyst West Palm Beach, Florida, United... ...businesses provide financial planning, investment management, banking... ...worth individuals, as well as family offices, foundations and endowments, and...Work at officeFull time
$150k - $300k
...Advisor (RIA) firm structured as a multifamily office, serving ultra-high-net-worth families with comprehensive, concierge-level financial... ...Our mission is to deliver deeply personalized wealth management, estate planning, tax strategy, and investment advisory services through...Work at officeTaxFull time- ...join our esteemed Taxation & Wealth Planning Department in the West Palm Beach office. The ideal candidate will have... ...well‑rounded background across estate planning, tax planning, probate, and trust and... ...adviser to individuals and families with a wide range of planning...Work at officeTaxFull timeTemporary workFor contractors
- A Family Office in West Palm Beach is seeking an Associate to work closely with senior partners. This role involves managing financial agreements... ...include overseeing investments, coordinating with tax accountants, and ensuring confidentiality of personal financial...Work at officeTax
- ...SUMMARY As a key member of the Family Office Services Team, the Managing Director & Senior Wealth Strategist is responsible... ...and reviewing complex estate and wealth planning deliverables, identifying and... ...providing firm-wide support on tax and estate planning issues,...Work at officeTax
- ...POSITION SUMMARY The Wealth Planner prepares estate and wealth planning analyses, including... ...questions. Stay current on tax, legislative, and... ...and multi-generational families preferred but not required... ...Microsoft Excel and Microsoft Office; experience with...Work at officeTax
$100k - $120k
...Experienced Location: Atlanta Office - Atlanta, GA 30326... ...Associate Director, Wealth Strategy (ADWS) is a... ...in serving family office, non‑family office... ...area expert in basic estate planning, wealth transfer planning... ...additional planning, running tax projections, modeling...Work at officeTaxFull timeTemporary workLocal areaFlexible hours- ...experienced Private Client International Trusts & Estates Planning Associate to join their office in West Palm Beach, FL. The ideal... ...and be adept at addressing cross-border tax issues. Responsibilities include advising on wealth management structures, ensuring compliance...Work at officeTaxPart time
- ...bill-pay services for a private family and related entities. The... ...family accounting or family office environments. Key Responsibilities... ...pay) Coordinate annual tax document submissions and assist... ...service calendar and assist with estate planning updates Ensure accuracy,...Work at officeTax
- ...Private Client Trusts & Estates Associate Attorney / Senior... ...in Florida, with offices in Boca Raton or West Palm... ...net-worth individuals and families on estate planning and administration, including... ..., charitable giving, and tax-efficient wealth transfer strategies. Candidates...Work at officeTaxPrivate practiceRemote work2 days per week
- ...Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton... ...advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte, Connecticut...Work at officeTax
- A private family office is seeking an experienced Accounting Associate to manage daytoday financial... ...entities Manage trust distributions, tax payments, life insurance premiums, and... ...and accuracy Assist with estate planning updates and maintaining an organized service...Work at officeTaxWeekend workAfternoon shift
- ...Description Opportunity Details: Outpatient Family Medicine Physician Opportunity Wellington,... ...Growing Team in a New State-of-the-Art Office We are seeking board-certified/board-... ...1 week every 3 months No State Income Tax Enjoy Florida's tax benefits....Work at officeTax
- ...seeks a Private Client Trusts & Estates Associate/Senior Associate for its West Palm Beach, FL office. This role offers the chance to... ...engage in sophisticated estate planning and administration within a... ...with high-net-worth clients on tax and succession planning. Collaborate...Work at officeTaxRemote work
$96k - $192k
...This MDG Functional Analyst leads the design and implementation... ...role will be 3 days in office and 2 days remote, per... ..., Webdynpro , Floor Plan Manager, DIF and DRF.... ...leave; parental leave; family and medical leave;... ...Death and Dismemberment Tax-Advantaged Accounts:...Work at officeTaxTemporary workLocal areaRemote work2 days per week$200k - $300k
...Join one of the largest trusts and estates practices in the United States!... ...Our client seeks a Charitable Planning Attorney to join their CT or FL offices. This is an exceptional opportunity... ...Advising clients on the legal and tax implications of their charitable giving...Work at officeTaxPermanent employmentLocal areaFlexible hours- ...an attorney to join their Taxation & Wealth Planning Department in West Palm Beach, Florida... ...years of experience and a background in estate planning and tax planning, with a focus on developing strategies for individuals and families. This role requires excellent drafting...Tax
- ...services to individuals, families, trusts and... ...gather legal documents and tax cost information. Prepare Officers Committee account reports... ...legal, tax, financial planning, and trust and estates publications. Attend continuing... ...(specifically within Wealth Management a plus)....Work at officeTaxTemporary workRemote work
$61k - $119k
...goals through financial planning. On your path to... ...goals like opening an office, joining a sophisticated... ...benefits at every stage of family planning Qualifications... ...contractors for income tax purposes, and a statutory... ...and Northwestern Mutual Wealth Management Company® (...Work at officeTaxFull timeContract workFor contractors- ...Attorney – Probate, Trust & Estate Litigation South Florida |... ...to sophisticated estate planning, administration, and tax-related matters. The firm... ...services to individuals, families, fiduciaries, and closely... ...with estate planning and wealth transfer matters where appropriate...TaxPrivate practice
$160k - $199k
...define and meet their financial goals. We provide a diverse range of family office services including tax compliance, bill pay, payroll, expense management, philanthropic advising, and estate planning. Why join us? 216 hours of PTO (5.5 weeks) Highly Competitive Base Salary...Work at officeTax$45k - $83k
...3/2026 Address: 777 S Flagler Drive Job Family Group: Wealth Sales & Service Provides support and product expertise for the financial planning business development, sales and service... ...planning designation preferred. Proficiency in office software and sales management software....Work at officeFull timeContract workPart timeLocal area- ...Goldman Sachs Asset & Wealth Management is an opportunity... ...services for pension plans, sovereign wealth funds... ...equity funds, real estate managers, public equity... ...professionals across 13 offices around the world, XIG provides... ...-worth individuals and family offices, for which we...
- Asset & Wealth Management, External Investing... ...services for pension plans, sovereign wealth... ...equity funds, real estate managers, public equity... ...across 13 offices around the world, XIG... ...worth individuals and family offices, for which... ...collaboration with Legal, Tax and other business...Work at officeTaxFull timeContract work
- ...or at one of the Firm's offices: Dallas, Fort... ...financial services, private wealth, private equity, corporate... ...HDHPs), dental and vision plans including coverage for... ...disability insurance; tax-advantaged accounts for... ...counseling resources for all family members; 401(k); profit...Work at officeTaxTemporary workFlexible hours
- Asset & Wealth Management, XIG, Platform... ...Structuring , Analyst - West Palm... ...equity funds, real estate managers,... ...professionals across xx offices globally, XIG... ...funds, pension plans, governments,... ..., and family offices. Today,... ...collaboration with Legal, Tax and other...Work at officeTaxFull timeContract workSummer internshipShift work
- Wealth Management Across Wealth Management, Goldman Sachs helps... ...businesses provide financial planning, investment management,... ...worth individuals, as well as family offices, foundations and endowments,... ...and beyond, which may include tax and estate planning, philanthropic planning...Tax
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