Wealth Planning Attorney: Estate & Tax Strategist
Hatch Global Search
Hatch Global Search seeks a Wealth Planning Attorney for its Miami, FL private wealth practice. The role centers on estate planning, tax optimization, and wealth transfer for high-net-worth individuals, with emphasis on wills, trusts, and related instruments. You will draft sophisticated documents, advise on business succession, and collaborate with other professionals to deliver comprehensive legal services. A Florida Bar license and 4+ years of private wealth experience are required; LL.M. #J-18808-Ljbffr Hatch Global Search
- ...seeking an Associate Sales professional for their Wealth Services team. This role involves executing tax planning strategies, compliance management, and working... ...with experience in federal and state tax returns, estate planning, and client communication. This position...Tax
- The Opportunity: Estate Planning Attorney Send resumes to: ****@*****.*** About the Firm... ...its highly regarded Private Client & Wealth Planning practice in Florida.This is an... ...advanced healthcare directives. Design tax-efficient estate plans tailored to high...TaxPrivate practice
- ...utilizing complex financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice... ...and keeps current on estate, tax and planning trends and their... ...partners and external COIs (attorneys, accountants, and other advisors...TaxFull timePart timeWork experience placementWork at officeShift workDay shift
$225k - $275k
...Compliance - PWPF Legal Group - Attorney, SVP (BREIT)... ...on private equity, real estate, public debt and equity... ...Business Unit:** The Private Wealth Public Funds (PWPF)... ...Solutions, Finance, Tax, Public Affairs, and other... ...and committee meeting planning and preparation of meeting...TaxLocal areaFlexible hours- Practice area: Estate & Tax Planning, Probate, Trusts and Estates - General _____________________... ..._______ Keywords: Trusts and Estates Attorney, Estate Planning Attorney, Probate Attorney... ...on tax-efficient estate planning and wealth transfer strategies Administer trusts...TaxPermanent employmentPlacement yearWork at office
$250k
...Employment in Miami, Florida is seeking a Private Client Services Attorney. This role will involve supporting high-net-worth individuals and multinational families in comprehensive estate and tax planning. The ideal candidate should have a minimum of six years’...Tax- BCG Attorney Search is looking for an attorney with over five years of experience in wills, trusts, estate planning, and probate matters in Miami, FL. The ideal candidate will possess a strong... ...maintaining case files. A LL.M. in Tax or Estate Planning is required, along...Tax
- Job Overview A law firm seeks an attorney with over five years of experience in wills, trusts, estate planning, and probate matters in Miami, FL. The ideal candidate will have... ...of business is preferred. Education LL.M. in Tax or Estate Planning. Certifications Bar...Tax
- Probate, Trust, and Estates Attorney in Miami, FL. Overview Probate, Trust, Estate & Tax Attorney - Now Hiring. Are you an experienced attorney looking to grow your... ...Tax Law Background: Strong knowledge of Estate Planning, Probate Administration, Trusts, and handling tax...TaxImmediate start
- Job Overview A law firm seeks a Trust and Estates Attorney for its Miami, FL office. The ideal... ...experience. Expertise in complex estate planning, asset protection planning, and trusts and... ...tailored estate plans. Provide legal advice on tax implications and strategies....TaxWork at officeFlexible hours
$180k
...law firm? Are you a sharp and driven Attorney with extensive Estate Planning experience, dealing with... ...sophisticated /HNW domestic estate tax and asset protection planning. Analyze... ...We practice only the areas of family wealth succession: Estate Planning, Asset Protection...TaxWork at office$160k - $210k
...changes lives. Our holistic approach combines Estate Planning, Medicaid & Asset Protection, Probate/... ...in limbo. Lead & Lift the Team - Junior attorneys and paralegals look to you for guidance.... ...Elder Law Board Certification LL.M. in Tax/Estate Planning Medicaid application...TaxWork from homeShift work- Berkowitz Pollack Brant Advisors + CPAs, LLP - Legacy is seeking a Manager in Wealth Tax - Trusts & Estates in Miami, Florida. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients, managing tax engagements, and developing...Tax
- Bpbcpa is seeking a Manager of Tax Services in Wealth Tax - Trusts & Estates, based in Miami. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients. You'll deepen your expertise in trust and estate taxation while managing...Tax
- ...recognized law firm is seeking a junior-level Tax Associate to join its International Tax practice... .... This is an excellent opportunity for an attorney looking to work on sophisticated cross-border tax and estate planning matters for high-net-worth individuals and international...Tax
$260k - $390k
...is seeking a Mid-Level Private Wealth Services Associate to join a premier... ...opportunity for an experienced attorney to work on sophisticated succession and tax planning matters for individuals and... ...Responsibilities: Provide comprehensive estate planning, tax, and business...TaxPrivate practice- ...Miami / Palm Beach | Hybrid Trusts & Estates Associate Attorney AmLaw 200 Opportunity Compensation... ...offices on sophisticated estate planning, wealth transfer, trust administration, and succession... ...planning, charitable planning, and tax-efficient wealth transfer strategies...Tax
- WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25-30 pre-scheduled Zoom consultations weekly with high-net-worth prospects. You will educate on advanced retirement tax planning and Roth strategies, guiding decision-making with a consultative framework...TaxRemote job
- ...Job Description Junior / Mid-Level Tax & Private Wealth Associate Attorney Location: Miami, FL Direct... ...international and cross-border tax planning for high-net-worth individuals and... ...on U.S. federal income, gift, and estate tax matters . Draft and implement...TaxPrivate practiceWork at office3 days per week
- ...Capital Partners centralizes investments, planning, and professional services for... ...guidance. We take an integrated approach to tax, estate, giving, law, and finance and provide tax... ...Capital Partners is seeking a remote CFP Wealth Advisor. Analog provides a steady stream...TaxRemote jobFull timeWork at office
- Position Overview As a Manager in Wealth Tax - Trusts & Estates, you will play a critical role in delivering fiduciary tax compliance and planning services to high‑net‑worth individuals... ...performance feedback. Collaborate with attorneys, financial advisors, trustees, and...TaxWork at officeLocal area
- ...Associate, Sales with Goldman Sachs Wealth Services, L.P. in Miami, Florida. Work... ...comprehensive personal financial planning, investment planning and tax services to corporate employees, executives... ...allocation, investment performance, estate document reviews, estate flowcharts,...Tax
$200k - $250k
Private Client Services Attorney $200000 - $250000 per year | Miami... ...litigation, real estate, bankruptcy, corporate law,... ...estate, income, partnership, tax, and succession planning. Key Responsibilities Design... ...years’ experience in estate, wealth, or tax planning, with...TaxPermanent employmentWork at officeLocal area- A respected law firm in Florida is seeking an Estate Planning Attorney to advise on complex wealth transfer planning for high-net-worth clients. Candidates should have 2-5 years of experience in estate planning and a strong technical foundation in wills and trusts. Excellent...
$110k - $190k
...Estate Planning Strategist, Vice President Responsibilities and Skills To work with senior estate... ...focusing on estate, gift and income tax planning. More specifically: Working... ...analyses Collaborate with clients’ attorneys and accountants in the implementation...TaxFull timeTemporary work- BNY, a leading global financial services company, is seeking a Vice President, Investment Strategist for its Wealth Management team in Miami, FL. The role involves developing and implementing investment strategies tailored to client needs, collaborating with Wealth Advisors...
- ...Probate and Estate Planning Attorney | Miami, FL (Onsite) Experience Required: 2+ Years | Courtroom Experience Needed A growing law firm in the Miami area is seeking a Probate Attorney to join its team onsite . This is an excellent opportunity for an attorney...Work at officeLocal area
- Venable LLP is seeking a Conflicts Attorney to evaluate and resolve conflicts-of-interest for new business intake, matter openings, and lateral onboarding. The role involves complex analyses, advising on risk and ethics, and ensuring compliance with professional rules...
$125k - $150k
A global consulting firm in Miami is seeking a Senior Associate for Restructuring Tax Services to provide expertise on complex tax matters during bankruptcy and restructuring efforts. Ideal candidates should have relevant qualifications like CPA or JD, and at least 3 years...Tax- EY in Miami, FL is seeking a Tax Advisor specializing in International Tax and Transaction Tax Services. You will provide guidance on... ...robust benefits package that includes medical coverage, pension plans, and a hybrid work model, encouraging a conducive work-life balance...Tax
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