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
- ...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
- ...Asset & Wealth Management, XIG, Market Risk, Associate... ...services for pension plans, sovereign wealth funds... ...private equity funds, real estate managers, public equity... ...across 11 offices around the world, XIG provides... ...endowments, foundations, and family offices, for which we...Work at officeFull 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 officeTaxTemporary work
- ...entrepreneurial minded Senior Wealth Advisor focused... ...across Bessemer Trust’s Wealth Planning, Family Office Management, Investments, and... ...Advisors and Wealth Advisor Analysts to support continuous... ...knowledge of investments, tax and estate planning and/or banking services...Work at officeTaxTemporary workRemote work
- 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
$63.25k - $121.2k
...Job Summary Family Advisory and Trusts... ...provides sophisticated planning advice to clients... ...topics, including: wealth structuring for HNW... ...and business owners; estate planning; financial planning; income tax planning for... ...dynamics, and family office advisory; next gen;...Work at officeTaxLocal areaDay shift$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$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- ...Private Family Office Accounting Associate - West Palm Beach Full-Time | Confidential... ...prevention (positive pay) -Coordinate annual tax document submissions and assist with... ...service calendar and assist with estate planning updates -Ensure accuracy, confidentiality...Work at officeTaxFull timeMonday to Friday
- ...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
- ...POSITION SUMMARY As a key member of the Family Office Services Team, the Managing Director... ...for producing and reviewing complex estate and wealth planning deliverables, identifying and... ...involves providing firm-wide support on tax and estate planning issues, writing and...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
- 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
$45k - $83k
...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... ...preferred. Proficiency in office software and sales management software...Work at officeContract workPart timeLocal area- ...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
- ...Join Andersen: Tax Director Opportunity Unlock... ...of the wealthiest families in the US, family offices, owner operated business... ..., trusts and estates. • Conduct secondary... ...wide initiatives. • Plan, execute, direct, and... ...legislative changes, wealth transfer techniques,...Work at officeTaxFull timeWork experience placementPrivate practiceH1bLocal areaWork visa
$200k - $300k
...Join one of the largest trusts and estates practices in the United States!... ...us: 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$150k - $200k
Company Description Family Office Job Description Overview A confidential, single‑family office affiliated with a... ...across investments, operating companies, foundations, estate planning vehicles, and personal wealth structures Produce monthly and quarterly financial...Work at officeFull time- ...or in one of the Firm's offices: Dallas, West Palm... ...Client Relations Deal Flow Analyst to join our team. The Client... ...), dental and vision plans including coverage for... ...disability insurance; tax-advantaged accounts for... ...resources for all family members; 401(k); profit...Work at officeTaxTemporary 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 #LI-Onsite... ...contractors3 for income tax purposes, and a statutory... ...and Northwestern Mutual Wealth Management Company® (NMWMC...Work at officeTaxFull timeContract workFor contractors- Job Overview A law firm seeks a Real Estate and Estate Planning Associate in West Palm Beach, FL.... ...for high-net-worth individuals and families. Duties Collaborate with estate planning attorneys on wealth transfer strategies and tax‑efficient structuring. Advise private...Tax
$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- ...Tax Manager Work location: Garden City, NY or West Palm Beach... ...for individuals, trusts, estates, non-profit organizations, and... ...client engagement teams on tax planning Work closely with the... ...servicing High Net Worth and/or Family Office clients Minimum years of experience...Work at officeTax
$87.4k - $123.4k
...comprehensive financial plans for Empower Retail... ...Empower Personal Wealth clients. What You... ...insurance strategies, tax planning, education... ...planning, and estate planning * Quickly... ...term disability, and Family and Medical Leave (... ...required to work in the office if you do not have...Work at officeTax16 hoursTemporary workWork experience placementCasual workLocal areaRemote workWork from homeWork visaFlexible hours- ...Management, Legacy Planning and Trust Administration, Income Tax, Personal Financial Planning and Estate Planning, Private Banking... ...Department and Officers' Committee as required... ...Bessemer Trust is a family office, overseeing $... ...of substantial wealth. Its more than 1,300...Work at officeTaxTemporary workRemote work
- ...leading healthcare provider is seeking an Outpatient Family Medicine Physician for their new office in Wellington, FL. This independent, physician-led practice... ...of working in a thriving community with year-round sunshine and no state income tax. #J-18808-Ljbffr Direct JobsWork at officeTax
- 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
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