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
- 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 Office... ...to multiple areas of financial reporting, tax and estate planning, and investment and...Work at officeTaxLocal area
- ...attorney to join the Taxation & Wealth Planning Department in their West Palm Beach office. The ideal candidate has 4-10 years of experience across estate planning, tax planning, probate, and trust... ...involves advising individuals and families on planning needs and...Work at officeTaxTemporary work
- ...experience to join the Taxation & Wealth Planning Department. The ideal... ...-rounded background across estate planning, tax planning, probate, and... ...strategies for individuals and families. You will collaborate on a... ...structures, with exposure to family office structures a plus. #J-1880...Work at officeTax
- ...Advanced Estate And Financial Planning Advisor Responsible for utilizing... ...the Elements of Wealth to deliver advanced estate... ...current on estate, tax and planning trends... ...strategy, typically with families with assets under... ...including Microsoft Office Suite 7. At least one...Work at officeTaxWork experience placement
- ...Description Trust & Estate Attorney West Palm Beach... ...join its Taxation & Wealth Planning practice in West Palm... ...in estate planning, tax planning, probate, and... ...adviser to individuals and families with sophisticated... ...Assist with family office structures and sophisticated...Work at officeTax
- ...Southeast is seeking an experienced Trusts & Estates Partner to join its West Palm Beach office. The firm represents individuals and families in sophisticated estate planning, trust administration, wealth transfer, and tax planning matters. The firm is looking for a...Work at officeTaxHourly payRemote workFlexible hours3 days per week
- ...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 contractorsLocal area
- ...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
- ...Trusts & Estates Attorney | Palm Beach, FLA... ...join its Palm Beach office. This is an... ...sophisticated estate planning matters alongside... ...administration, and wealth preservation strategies... ...individuals and families on sophisticated... ...complex planning and tax-related...Work at officeTaxRemote work
- ...United States Job Description Wealth Management Across Wealth... ...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...Work at officeTaxFull time
$175k - $225k
...Description Trusts & Estates Attorney | Palm... ...its Palm Beach office. This is an... ...sophisticated estate planning matters alongside... ...administration, and wealth preservation strategies... ...individuals and families on sophisticated... ...complex planning and tax-related matters...Work at officeTaxRemote work1 day per week- ...Job Description Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals... ...role) Strong working knowledge of Microsoft Office suite About Us Chase is a leading financial...Work at officeTaxLocal area
- ...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
$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$195k - $275k
...Description Private Client & Wealth Management | Trusts & Estates Associate Attorney § Practice Area: Estate Planning, Wealth Preservation, &... ..., multigenerational family offices, closely held enterprise owners... ...generation-skipping transfer tax planning structures, and...Work at officeTaxFull timePrivate practiceImmediate start- ...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
- Andersen Tax seeks a seasoned Tax Director for its Private Client Services. The role oversees complex federal... ...service teams and delivering innovative tax planning strategies for high-net-worth clients and family offices. You will mentor Associates and Managers, coordinate...TaxLocal area
$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$170k - $220k
...goals. provides a diverse range of family office services including tax compliance, bill pay, payroll, and... ...management, philanthropic advising, and estate planning. Why join us? 216 hours of PTO (5.5... ...01k Matching! #accounting-finance #wealth-planning #estate #trust #1040 #hnw...Work at officeTax$185k
...Summary The Tax Senior Manager will... ...tax compliance and planning engagements for... ...worth individuals, families, and their related... ...including trusts, estates, family partnerships... ...tax planning, and wealth transfer... ...advisors, and family office staff on integrated...Work at officeTaxPrivate practice- ...Boundless Horizons of Tax, Valuation, and... ...some of the Wealthiest Families in the US, Family Offices, Owner Operated Business... ...Principals, Trusts and Estates.• Conduct secondary... ...firm-wide initiatives.• Plan, execute, direct, and... ...legislative changes, wealth transfer techniques,...Work at officeTaxFull timeWork experience placementPrivate practiceH1bLocal areaWork visa
- We are a growing private wealth management firm seeking a highly... ...( CPA ) to join our in-office team. This role is ideal for... ...-net-worth individuals and families. We are looking for someone... ...complex financial planning strategies, tax compliance, and advisory services...Work at officeTax
- ...global leader in innovative wealth management, asset... ...successful individuals, families, corporations and institutions... ...medium-sized probate estates and taxable trusts. 2... ...the estate, including tax elections, use of tax... ..., tax compliance, tax planning, fundings,...TaxWork experience placementH1bWorldwideFlexible hours
- ...Principal Senior Wealth ManagerPalm Beach County, Florida, United... ...assets and liabilities to maximize tax efficiency; executing and... ...strong proficiency with Microsoft Office, proven verbal and written... ...balanced life, and offer a range of family-friendly, inclusive employment...Work at officeTaxTemporary workWork experience placementLocal area
- 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
$125k - $175k
...Job Description Job Description A top accounting, tax, and advisory firm has partnered with our team to find a high quality Tax... ...multiple industries Advise clients on multiple tax issues, planning, research and compliance Prep and review tax returns for multiple...Work at officeTaxSummer workLocal areaFlexible hours- ...seeking an experienced trusts & estates attorney to advise high-net-worth individuals, families, and fiduciaries on estate planning, trust administration, and wealth transfer strategies. The role involves... ...complex estate plans, optimizing tax strategies, and coordinating with...Tax
$260k - $390k
...Mid-Level Private Wealth Services AssociateDirect Counsel is seeking... ...sophisticated succession and tax planning matters for individuals and... ...:Provide comprehensive estate planning, tax, and business succession... ...for closely held and family-owned businesses.Draft complex...TaxPrivate practice$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Family Office Analyst — Wealth, Tax & Estate Planning. Be the first to apply!
- safety analyst West Palm Beach, FL
- medicare analyst West Palm Beach, FL
- fulfillment analyst West Palm Beach, FL
- health analyst West Palm Beach, FL
- analyst sales operations West Palm Beach, FL
- development analyst West Palm Beach, FL
- music analyst West Palm Beach, FL
- accenture analyst West Palm Beach, FL
- power bi analyst West Palm Beach, FL
- analyst market research West Palm Beach, FL


