Tax & Wealth Planning Paralegal — Estate & Trust Expert
Fox Rothschild LLP
Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal in West Palm Beach, Florida. Candidates must have at least eight years of experience in trusts and estates work, with responsibilities including calendar management, preparation of tax returns, and estate administration. Ideal candidates will demonstrate excellent communication, organizational skills, and be highly proficient in office software and tax preparation tools. The job offers an opportunity for significant contributions in a collaborative environment. #J-18808-Ljbffr Fox Rothschild LLP
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Tax & Wealth Planning Paralegal — Estate & Trust Expert in West Palm Beach, FL vacancy
- ...Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of... .... We are a well-established trusts and estates team with a deep client base. Our work... ...Responsibilities Calendar management, including tax-related deadlines and client calls/...TaxFull timeContract workWork experience placementWork at officeLocal area
$33 - $40 per hour
...Job Description Job Description Paralegal - Trust and Estates Established (20+ Years) Estate Planning & Tax Law Firm Seeking Trust and Estates Paralegal in Palm Beach Gardens, FL An established (20+ years), AV-Rated boutique law firm in Palm Beach Gardens, FL...TaxHourly payOngoing contractLocal area- ...seeking an attorney to join our esteemed Taxation & Wealth Planning Department in the West Palm Beach office. The ideal... ...of experience and a well‑rounded background across estate planning, tax planning, probate, and trust and estate administration. This role is suited for...TaxTemporary workWork at office
Fox-Rothschild-LL
West Palm Beach, FL4 days ago - ...Rothschild LLP is seeking an attorney to join the Taxation & Wealth Planning Department in West Palm Beach. The ideal candidate should have 4 to 10 years of experience in estate planning, tax planning, probate, and trust and estate administration. This position requires a...TaxWork at office
- Jobot is seeking a dedicated Estate Planning Paralegal for their boutique firm in West Palm Beach, Florida. The ideal candidate will assist attorneys with estate planning, probate, and trust administration while ensuring high-quality service and effective client communication...Suggested
- ...seeking an experienced Private Client International Trusts & Estates Planning Associate to join their office in West Palm... ...and be adept at addressing cross-border tax issues. Responsibilities include advising on wealth management structures, ensuring compliance with...TaxPart timeWork at office
- ...Palm Beach, FL. This role offers a seasoned professional the chance to join a prominent team working on complex litigation and trust & estates/tax matters. The ideal candidate will have over 2 years of experience, strong litigation skills, and the ability to thrive in a...TaxWork at office
- ...West Palm Beach is seeking an experienced Estate Planning Attorney with a minimum of 8 years' experience in estate planning and trust administration. The ideal candidate will have... ...include preparing gift and estate tax returns and administering estates, ensuring...Tax
- ...seasoned Legal Administrative Assistant to step into a prominent team, supporting a reputable firm on complex litigation and trust & estates/tax matters . Candidates should have strong litigation skills and ideally prior experience with federal and state e-filing. Qualifications...TaxWork at office
Prime Legal Staff Corporation
West Palm Beach, FL1 day ago - ...Overview A law firm seeks a Private Client Trusts & Estates Associate/Senior Associate for its West... ...to engage in sophisticated estate planning and administration within a collaborative... .... Engage with high-net-worth clients on tax and succession planning. Collaborate with...TaxWork at officeRemote work
- ...Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate... ...individuals and families on estate planning and administration, including... ...asset planning, charitable giving, and tax-efficient wealth transfer strategies. Candidates...TaxPrivate practiceWork at officeRemote work2 days per week
- ...Description Description: Firm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L.... ..., management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in...TaxWork at office
- Paralegal for the Trust and Estates Practice of a large Regional Firm in West Palm Beach, Florida Requirements, Duties and Responsibilities Prior experience as a Paralegal at a law firm preferable in the area of Trust and Estates This role will handle Probate, Guardianship...
- 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...TaxWork at office
- Toplawjobs is seeking a Paralegal for the Trust and Estates Practice at a large regional firm located in West Palm Beach, Florida. The successful candidate will support legal dealings in Probate, Guardianship, Litigation, and Trust and Estate Administration. The firm values...
- Australia-Employment is looking for an experienced Estate Planning Paralegal in West Palm Beach, FL. This is a permanent, on-site position at a well-established boutique Trusts & Estates firm. The role involves supporting attorneys, drafting legal documents, and providing...Permanent employment
$75k - $100k
...Montgomery, the Jobot Pro hosting this job. Compensation Based on Experience. Estate Planning Paralegal $75000 - $100000 per year | Riviera Beach, FL | On-Site | Permanent Boutique Trusts & Estates Law Firm - Collaborative Culture! A bit about us: A well-established...Permanent employmentLocal area- ...Description As a Senior Wealth Advisor on the Mariner Ultra... ...that go beyond portfolios-estate structures, tax strategy, and family dynamics... ...the work Navigate complex planning scenarios, including:... ...Concentrated positions Trust design Business succession...TaxWork at office
Mariner
Palm Beach Gardens, FL2 days ago - ...Associate Attorney – Probate, Trust & Estate Litigation South Florida | Hybrid Working... ...exposure to sophisticated estate planning, administration, and tax-related matters. The firm has built... ...disputes. Assist with estate planning and wealth transfer matters where appropriate....TaxPrivate practice
Clayton Legal
North Palm Beach, FL4 days ago - ...has opportunities in over 10 offices that will focus on estate planning, real estate transactions, tax planning and other work related to transactional work... ...of estate planning, probate administration and trust administration. Education, Experience and Skills:...TaxFull time
- ...Specialist is a sophisticated wealth expert that focuses on holistically addressing... ...for certain clients a Trust Officer in instances where we... ...base of investing, trust and estates, financial planning, insurance, alternative investments, tax considerations, and other...Tax
- ...Job Description Senior Tax Attorney or Partner Trusts and Estates Partner Position Overview... ...in tax law and estate planning, with a proven track record... ...Provide expert legal advice on trusts, estates... ...strategies for tax-efficient wealth transfer and estate planning...TaxOngoing contractLocal area
Cybercoders
Palm Beach Gardens, FL8 days ago - Wealth Management Across Wealth Management, Goldman... ...businesses provide financial planning, investment management... ..., which may include tax and estate planning,... ...relationships by acting as a trusted advisor who delivers holistic... ...subject matter experts to develop bespoke, tailored...Tax
$63.25k - $121.2k
...Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide... ...advisory topics, including: wealth structuring for HNW and UHNW... ...investors, and business owners; estate planning; financial planning; income tax planning for founders, owners...TaxWork at officeLocal areaDay shiftFlagstar Bank
Palm Beach, FL3 days ago- ...Description A top tier law firm is looking for an Estate Planning Attorney with at least 8 years of... ...areas of estate planning and estate and trust administration and an established client... ..., gift and generation skipping transfer taxes. In connection therewith, experience in...Tax
Lewis & Associates
West Palm Beach, FL4 days ago - Position Summary: Bessemer Trust is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively... ...across Bessemer Trust's Wealth Planning, Family Office Management,... ...Comprehensive knowledge of investments, tax and estate planning and/or banking...TaxTemporary workWork at officeRemote work
Bessemer Trust
West Palm Beach, FL1 day ago - ...detail-oriented, and experienced paralegal to play an important role on... ..., Revocable and Irrevocable Trusts , Powers of Attorney, and... ...valuation and distribution of estate assets. Real Estate Support:... ...specifically in probate, estate planning, and/or real estate law....Work at office
Grantham Law Firm PLLC
West Palm Beach, FL4 days ago - ...Wealth Management Across Wealth Management, Goldman... ...provide financial planning, investment management... ...beyond, which may include tax and estate planning,... ...relationships by acting as a trusted advisor who delivers holistic... ...subject matter experts to develop bespoke, tailored...Tax
$135k - $165k
...Tax Manager hybrid opportunity in Salem/Albany This Jobot... ...all aspects of tax compliance, planning, and strategy for our clients... ...knowledge of Oregon State Tax laws, trust taxation theory, and trust/... ..., including Trusts and Estates, ensuring all deadlines are met...TaxPermanent employmentWork at officeLocal areaWork from homeJobot
West Palm Beach, FL20 hours ago$100k - $120k
...Description The Associate Director, Wealth Strategy (ADWS) is a junior... ...families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory. The... ...additional planning, running tax projections, modeling...TaxFull timeTemporary workWork at officeLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax & Wealth Planning Paralegal — Estate & Trust Expert. Be the first to apply!
Related searches
- legal admin West Palm Beach, FL
- paralegal document review West Palm Beach, FL
- estate paralegal West Palm Beach, FL
- transactional paralegal West Palm Beach, FL
- personal injury legal assistant West Palm Beach, FL
- legal assistant paralegal West Palm Beach, FL
- medical paralegal West Palm Beach, FL
- remote paralegal West Palm Beach, FL
- litigation paralegal West Palm Beach, FL
- legal paralegal West Palm Beach, FL