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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Family Office Analyst — Wealth, Tax & Estate Planning in West Palm Beach, FL vacancy
- 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
- Ledgent is seeking a Family Office Financial & Accounting Associate to support the financial, accounting, tax, estate planning, and wealth management activities for a multi-family office serving senior partners and their families. The role offers broad exposure to personal...Work at officeTax
- ...LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of... ...well-established trusts and estates team with a deep client base.... ...Calendar management, including tax-related deadlines and client... ...entities with Secretary of State office. Prepare corporate minutes...Work at officeTaxFull timeContract workWork experience placementLocal area
- Family Office Financial & Accounting Associate We are seeking a Family Office Financial & Accounting Associate to support the financial, accounting, tax, estate planning, and wealth management activities of a multi-family office serving a select group of senior partners...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
Direct Counsel
West Palm Beach, FL2 days ago - ...| 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
- 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
- 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
- ...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
Bessemer Trust
West Palm Beach, FL5 days ago $70k - $140k
...team as an Associate Wealth Strategist. This role... ...personalized financial planning and investment... ...for the individuals, families, entrepreneurs, and closely... ...Client-facing, in-office collaboration with a... ...planning, trust and estate coordination, tax‑efficiency strategies...Work at officeTaxFor contractorsFlexible hours$15 - $18.5 per hour
...designated representative of the Office of State Long-Term Care... ...residents, facility staff and family members, reviews documents, and... ...accurately and timely. Ability to plan and organize to ensure work is... ...401(a) FICA Alternative Plan (tax deferred *Seasonal and part-...Work at officeTaxHourly payPart timeSeasonal workLocal areaMonday to Friday- ...be based at one of the Firm's offices: Fort Lauderdale, or Miami.... ...business opportunities. Assist with planning, coordination, and management... ...Development team and Wealth & Tax Section attorneys and will have... ...counseling resources for all family members; 401(k); profit sharing...Work at officeTaxTemporary work
- ...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
- ...West Palm Beach, FL seeks a Taxation and Wealth Planning Paralegal with a minimum of eight years... ...experience. The role supports a trusts and estates team with diverse, meaningful work and a... .... Responsibilities include handling tax deadlines, estate and gift tax returns,...Tax
$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- ...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
$96k - $192k
...This MDG Functional Analyst leads the design and implementation... ...role will be 3 days in office and 2 days remote, per... ...BRF+, Webdynpro, Floor Plan Manager, DIF and DRF.... ...leave; parental leave; family and medical leave;... ...and Dismemberment Tax-Advantaged Accounts: Health...Work at officeTaxTemporary workLocal areaRemote work2 days per weekCarrier Global Corp
Palm Beach Gardens, FL3 days ago- 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
- ...utilizing complex financial planning techniques across the Elements of Wealth to deliver advanced estate and financial... ...keeps current on estate, tax and planning trends... ..., typically with families with assets under management... ...including Microsoft Office Suite # At least...Work at officeTaxFull timePart timeWork experience placementShift workDay shift
Truist Inc
Palm Beach Gardens, FL4 days ago - PNC Financial Services seeks a Senior Estate Settlement Advisor for its Private Bank, handling... ...deep expertise in estate settlements, tax considerations, and client relationship management... .... The position is anchored in an in-office environment with the Private Bank team,...Work at officeTaxBank staff
$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$112k - $228.8k
...company’s success. As a Senior Estate Settlement Advisor within PNC... ...Springfield, IL.PNC is an in-office company that fosters a... ...; assisting in resolution of family/beneficiary conflicts; preserving... ...contribute to and implement fiduciary/tax planning strategies and assess...Work at officeTaxFull timeTemporary workPart timeWork experience placement- ...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
$125k - $175k
A top accounting, tax, and advisory firm has partnered with our team to find a high quality Tax Manager in the gorgeous beach town... ...across multiple industries Advise clients on multiple tax issues, planning, research and compliance Prep and review tax returns for...Work at officeTaxSummer workLocal areaFlexible hoursCaliber Recruiting Group
West Palm Beach, FLa month ago$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 hoursJobot
West Palm Beach, FL1 day ago$55k - $56k
...are excited about handling sophisticated estate planning and estate/trust administration matters... ...of relevant Florida state and federal tax laws. Experience with domestic estate... ...for retirement assets; and tax-efficient family wealth transfer strategies is preferred....TaxUltimate Staffing
West Palm Beach, FL3 days ago- ...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
$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 contractorsNorthwestern Mutual Life Insurance Company
West Palm Beach, FL3 days ago- ...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
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!
Related searches
- review analyst West Palm Beach, FL
- design analyst West Palm Beach, FL
- health program analyst West Palm Beach, FL
- recruiting analyst West Palm Beach, FL
- hospitality analyst West Palm Beach, FL
- document analyst West Palm Beach, FL
- manufacturing analyst West Palm Beach, FL
- crime analyst West Palm Beach, FL
- technology analyst West Palm Beach, FL
- workflow analyst West Palm Beach, FL