Senior Wealth Strategist - UHNW Estate & Tax Planning
Socket.dev
Rockefeller Capital Management seeks a Senior Wealth Strategist for its Private Office to design and implement tax, estate, and financial plans for UHNW clients. You will collaborate with Rockefeller Private Advisors to deepen relationships and drive value through sophisticated planning and research. You will work with CPAs, attorneys, and other experts to develop analyses and recommendations, guide strategy, and support business development. #J-18808-Ljbffr Socket.dev
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Strategist - UHNW Estate & Tax Planning in Boca Raton, FL vacancy
- Rockefeller Capital Management seeks a Senior Wealth Strategist for the Rockefeller Private Office. You will develop, consult on, and implement tax, estate and financial plans for our most sophisticated clients, coordinating with private advisors and external professionals...TaxWork at office
- ...professionals – including wealth planners, tax advisors, estate attorneys, and other... ...holistic, personalized wealth planning and family office... ...family governance needs. The Senior Wealth Strategist is a member of the... ...experience working with UHNW clients on wealth planning...SeniorTaxWork at officeLocal area
Rockefeller Financial
Boca Raton, FL2 days ago - ...Advanced Estate And Financial Planning Advisor Responsible for 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 application...TaxWork experience placementWork at office
SunTrust Investment Services, Inc.
Boca Raton, FL1 day ago $157.2k
...holistic approach that integrates wealth management, tax planning, and family office services,... ...intersection of advanced estate and family enterprise planning. The Wealth Strategist serves as an advisor on the... ...for ultra-high net worth (UHNW) individuals, multigenerational...TaxHourly payWork at officeFlexible hours- Duane Morris LLP is seeking an experienced Trusts and Estates Paralegal in Boca Raton, FL. The role supports the Private Client/Wealth Planning group with drafting, administration, and tax-related tasks. Candidates should bring solid organizational skills, discretion,...SeniorTax
- Lido Advisors in Boca Raton seeks an experienced Private Wealth Advisor to serve high-net-worth families, family offices, and foundations... ...a client book, delivering tailored wealth strategies across planning, tax, and investments with a team and in-house specialists. You...SeniorTax
- Elevate is seeking an experienced Tax Director in Boca Raton to lead and grow the firm’s tax practice within... ...’s national platform. The role focuses on advisory, planning, and compliance for construction and real estate clients, with opportunities to shape strategy, client...SeniorTax
$147.4k - $336.8k
EY is seeking a Real Estate Tax Senior Manager to lead tax planning projects for a diverse client base. The role demands strong analytical skills and the ability to provide strategic tax advice on complex issues. The successful candidate will work closely with teams, manage...SeniorTax- ...and academic credentials to join our Trusts, Estates and Wealth Preservation practice. Responsibilities include drafting estate planning documents, direct client interaction, and... ...families on trust structures and wealth transfer tax strategies. This is a dynamic opportunity...Tax
$200k - $225k
...generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families,... ...personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation —...TaxWork at officeLido Advisors, LLC
Boca Raton, FL3 days ago$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas and processes... ...for complex issues. You will be expected to lead tax planning projects for a diverse client base, providing up‑to‑the‑minute...SeniorTaxSeasonal workFlexible hours- Solomon Page is seeking an experienced Tax Manager in Delray Beach, FL, onsite, to lead complex real estate tax matters within an established in-house tax team. The... ...multi-state compliance, and federal income tax planning in a sophisticated real estate portfolio. The ideal...SeniorTaxFull time
- ...Citigroup Inc. in Boca Raton, FL seeks a Mortgage Lending Officer to originate high quality residential real estate loans. The role requires building relationships with clients, real estate professionals, and referral sources while partnering with Citi teams to drive...Senior
Citigroup Inc
Boca Raton, FL4 days ago - ...our team!Your Next Career Opportunity - Senior Principal, Corporate TaxThis Director position... ...oversees the filing and preparation of tax returns and tax related issues for US... ...and tax mitigation strategies used for tax planning and ensure that the company is in compliance...SeniorTaxFull time
$140k - $160k
...Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning... ...Senior Financial Planning Strategist to join our High Net Worth Planning... ...concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person...SeniorTaxFull timeWork at officeRemote work- ...opportunity to contribute to the company’s success. As a Senior Relationship Strategist within PNC's Private Bank organization, you will be based... ...the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing...SeniorFull timeTemporary workPart timeWork experience placementWork at office
PNC
Boca Raton, FL3 days ago - TRC Electronics, Inc. seeks a Sr. HR Manager to lead our people function across headquarters in Boca Raton, a regional warehouse, and global teams. You will own sourcing, payroll, benefits, compliance, onboarding, and performance management to accelerate business growth...Senior
- A financial services provider is seeking a Senior Relationship Strategist in Boca Raton, FL. Candidates must have 8+ years of experience and a bachelor... ...and comprehensive benefits, including medical coverage, retirement plans, and generous paid time off. #J-18808-Ljbffr PNCSenior
- A real estate investment firm is seeking a Senior Associate in Asset Management to support the Vice President with portfolio management including oversight and performance analysis of retail and mixed-use properties. The ideal candidate should have five years of experience...SeniorRemote jobWork at office
- Sequoia Financial Group in Florida is seeking an experienced Wealth Advisor to join our Boca Raton/West Palm Beach team. You will serve... ...wealth management, relationship management, and integrated planning with dedicated support teams. You will collaborate with Business...Senior
- Sequoia Financial Group is seeking an experienced Wealth Advisor to join our Florida team. The role focuses on delivering comprehensive wealth management and integrated planning for high-net-worth individuals and families. You will serve as the primary advisor for a select...Senior
- P&M Recruits is assisting a premier South Florida estate planning and tax group in recruiting a trusts and estates attorney with a minimum of five years of experience. The ideal candidate will practice at a high level, offering sophisticated big-firm pedigree with boutique...SeniorTax
$132.7k - $303.2k
...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our... ...professionals providing dedicated tax technical services to both US and... ...coverage, pension and 401(k) plans, and a wide range of paid time off...SeniorTaxWork experience placementSummer holidayFlexible hours- Kaufman Rossin is seeking senior-level tax professionals for our Tax Services team in Boca Raton. The role involves planning, tax compliance, and overseeing complex returns for owner/entrepreneurial clients. The position requires a Bachelor's in Accounting, a Master's...SeniorTax
- ...law firm seeks a driven Trusts and Estates Attorney to join their Boca Raton... ...engage in long-term succession planning within a reputable private client... ...generation-skipping transfer, and income tax planning matters. Design and implement wealth transfer strategies for high net...TaxPrivate practiceWork at office
BCG Attorney Search
Boca Raton, FL2 days ago $120k - $180k
...regarded for its sophisticated trusts & estates practice , representing ultra-high-... ...team provides comprehensive estate planning, wealth transfer, and tax planning strategies while delivering... ...sophisticated practice environment Seniority Level Mid-Senior level Employment...TaxFull timeStealth
Boca Raton, FL1 day ago- Insight Global is seeking a Senior Tax Accountant to support tax planning, compliance, and advisory services for a diverse portfolio of business entities and individuals. The role involves reviewing tax returns, estimates, and projections, researching complex tax matters...SeniorTax
$115k
...Position Summary The Tax Senior will be responsible for preparing and reviewing tax returns and supporting tax planning engagements for a diverse client base, including corporations... ...specific industry or service line (real estate, financial services, high net worth...SeniorTaxLocal areaThe Third Group
Boca Raton, FL2 days ago- The Third Group in Boca Raton, FL is seeking a Tax Senior to manage preparation and review of federal, state, and local returns for corporations... ...partnerships, S-corps, and individuals. You will support tax planning engagements, research technical issues, and supervise staff-...SeniorTaxLocal area
- Ascend is hiring a Senior Associate for its Tax Department, responsible for providing consulting services to clients regarding innovative business tax planning and compliance. The role includes reviewing tax returns, managing engagements, and mentoring associates. Applicants...SeniorTaxFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Strategist - UHNW Estate & Tax Planning. Be the first to apply!
Related searches
- senior brand strategist Boca Raton, FL
- senior operations technician Boca Raton, FL
- senior cloud service delivery manager Boca Raton, FL
- sr accountant Boca Raton, FL
- senior financial analyst remote Boca Raton, FL
- senior manager accounts payable Boca Raton, FL
- senior java full-stack developer Boca Raton, FL
- senior storage engineer Boca Raton, FL
- senior manager tax Boca Raton, FL
- senior magento developer Boca Raton, FL