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
- ...Trust Officer Are you a quick-thinking self-starter... ...a passion for helping families achieve their long-... ...closely with top fiduciary, tax and wealth management... ...TO) administer trusts, estates and other fiduciary accounts... ...businesses provide financial planning, investment management...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
- ...Client International Trusts & Estates Planning Associate / Attorney with at least... ...to complex cross-border wealth planning for high-net-worth individuals and family offices. The ideal candidate will possess... ...skills in international tax structuring and pre-immigration...Work at officeTaxPart time
- ...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 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
- ...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
$200k - $245k
...Client International Trusts & Estates Planning Associate / Attorney... ...individuals, multinational families, family offices, and closely held businesses on complex cross-border wealth planning matters. The role... ...exposure to international tax structuring, pre-immigration...Work at officeTaxPart timePrivate practiceFlexible 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 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
$63.25k - $121.2k
...Beach, FL 33480 Family Advisory and Trusts... ...provides sophisticated planning advice to clients... ...topics, including: wealth structuring for HNW... ...business owners; estate planning; financial planning; income tax planning for founders... ..., and family office advisory; next gen;...Work at officeTaxLocal areaDay shift- LRP Media Group is seeking a Tax Senior Manager to lead the Private Client & Family Office Services (PCS-FOS) group in West Palm Beach, Florida. The ideal candidate... ...delivery and a strong understanding of tax planning. Responsibilities include supervising engagements...Work at officeTaxFull time
- ...Accountant to support complex personal and family financial activities in West Palm Beach,... ...external advisors across investment, tax, estate, and real estate matters. The ideal candidate... ...matters, tax documentation, and estate planning materials. • Prepare quarterly...Work at officeTaxTemporary work
- ...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
$125k - $150k
Overview The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full life cycle of assigned finance and accounting outsource... ...contact for complex questions. Understand tax planning concepts for various business entities and discuss...Work at officeTax$90k - $125k
Job Summary The Tax Manager, Private Client & Family Office Services manages the full-life cycle of all assigned finance and accounting outsource engagements... ...and helps to develop and execute the change management plan Handles full-life cycle of all assigned engagements by...Work at officeTaxImmediate start$146k - $200k
Job Summary The Tax Senior Manager, Private Client & Family Office Services (PCS-FOS) acts as a leader within the PCS-FOS group. This position is tasked with... ...clients, both internal and external Understands tax planning considerations/concepts for various business...Work at officeTaxImmediate start- ...Client Relations Deal Flow Analyst We are a Firm where... ...in one of the Firm's offices: Dallas, West Palm... ...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 work
$45k - $83k
...26 Address: 777 S Flagler Drive Job Family Group: Wealth Sales & Service Overview Provides support... ...product expertise for the financial planning business development, sales and... ...designation preferred. Proficiency in office software and sales management software...Work at officeContract workPart timeLocal area- ...Telehealth Technology Program Analyst. This position supports... .../or Supervisor in technology planning, budget preparation, coordination... ...by the VISN and the national Office of Connected Care in VA Central... ...employee, you and your family will have access to a range of...Work at officePermanent employmentFull timePart timeFixed term contractSeasonal workLocal areaRemote workTrial periodRelocation packageMonday to FridayFlexible hours
$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$260k - $390k
...seeking a Mid-Level Private Wealth Services Associate to join a... ...sophisticated succession and tax planning matters for individuals and closely... ...: Provide comprehensive estate planning, tax, and business... ...for closely held and family-owned businesses. Draft complex...TaxPrivate practice- ...Outpatient Family Medicine Physician Opportunity - Wellington, FL Scroll down to find an... ...Our 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. Qualifications...Work at officeTax
$48.1 - $72.1 per hour
...or at one of the Firm's offices: Atlanta, Austin,... ...seeking an e-Data Services Analyst to join our team. The e... ...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 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
$170k - $185k
LRP Media Group is seeking a Tax Experienced Manager for Private Client & Family Office Services in West Palm Beach, Florida. This role requires managing the full lifecycle of finance and accounting outsource engagements and maintaining client relationships. The ideal...Work at officeTax$90k - $125k
LRP Media Group is looking for a Tax Manager, Private Client & Family Office Services in West Palm Beach, Florida. This role involves managing finance and accounting engagements, client relationships, and developing integrated solutions. Ideal candidates should have a Bachelor...Work at officeTax- 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
$110k - $140k
Manager, Federal Tax (Private Client Services) Location:... ...of individual income tax, wealth transfer and succession planning, and international tax Demonstrate... ...user of all Microsoft Office products (with an emphasis... ...or mental disability, family medical history, genetic...Work at officeTaxPart timePrivate practiceFlexible hours
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