Senior Associate - Private Client Services - Sarasota
Shutts & Bowen LLP
Position Description Shutts & Bowen’s Sarasota office is seeking a Senior Associate for its Private Client Services Practice. The successful candidate will have 5-7 years of relevant experience in the areas of estate planning, estate and gift taxation, estate and trust administration and related services to individuals, charitable organizations, foundations and corporate fiduciaries such as banks and trust companies. LLM in Tax or Estate Planning is required. Board Certification in Wills, Trusts and Estates is preferred. Must be a member of the Florida Bar. #J-18808-Ljbffr Shutts & Bowen LLP
- Shutts & Bowen LLP’s Sarasota office is looking for a Senior Associate to join its Private Client Services Practice. The ideal candidate will possess 5-7 years of relevant experience and an LLM in Tax or Estate Planning. This role involves handling estate planning, estate...SeniorPrivate clientPrivate practiceWork at office
- ...seeking an Wealth Strategies Paralegal to support attorneys in private client services, trusts, and estate planning. The role focuses on drafting... ...with Lawgic software. This full-time, on-site position is based in Sarasota, FL. #J-18808-Ljbffr City of Plant CityPrivate clientFull time
- Shumaker is seeking a Wealth Strategies Paralegal to support attorneys focusing on private client services, trusts and estate planning in our Sarasota, Florida office. You will prepare and maintain estate planning documents and provide timely updates to clients. The ideal...Private clientHourly payFull timeWork at office
- Williams Parker seeks a Private Client Services Attorney (8-10 years in private practice) to join its Trusts & Estates team in Florida. The attorney will handle sophisticated estate planning, wealth transfer planning, and trust administration for high-net-worth individuals...SeniorPrivate clientPrivate practice
- UBS in Sarasota, FL is seeking a Registered Client Associate to support Private Wealth Management teams with client service and operations. You’ll keep client data up-to-date, assist in preparing client meeting materials, and help educate clients on account services. You...Private client
- ...currently seeking a Senior Bridge Construction Inspector... ...team in the Sarasota and Tampa, FL areas.... ...construction management services as one of our primary... ...county governments, and private clients throughout the United... ...firms, with associates who work hard every day...SeniorPrivate clientContract workFor contractors
$125k
...Senior Civil Project ManagerRESPEC seeks a Senior Civil Project... ...in our Fort Myers or Sarasota, FL, location.Founded in 19... ...employee-owned consulting and services company dedicated to delivering... ...to complex challenges for private and public clients. Operating in 15 U.S....SeniorPrivate clientContract workLocal areaWorldwideFlexible hours$105.56k - $247.9k
...advisory, assurance and tax services to our clients. At Cherry Bekaert we... ...opportunity has been created for a Senior Manager to join our high... ...M&A activities of our Private Equity clients and strategic... ...to the role, function and associated responsibilities, a candidate...SeniorPrivate clientWork experience placementLocal areaRemote work- Shumaker seeks a Wealth Strategies Paralegal to support private client services, trusts and estate planning attorneys in Sarasota, FL. The role involves drafting wills, trusts and advance directives using Lawgic, organizing case files, researching estate planning topics...Private clientHourly payFull timeWork at office
- J.P. Morgan Chase is seeking a Private Client Advisor in Sarasota, Florida. This role involves offering comprehensive financial planning to clients... ...and Series 66. The position emphasizes exceptional client service and requires a proactive, digitally-savvy approach. The...Private client
- Shumaker Wealth Strategies seeks a paralegal to support attorneys in private client services, trusts and estate planning in Sarasota, Florida. The role focuses on preparing and maintaining wills, trusts, and advanced directives, with timely client updates. Ideal candidates...Private clientHourly payFull timeWork at office
- ...Land/Site Development Sr. Project Manager to join our Sarasota, Fl. office team, BGE, Inc. is a nationwide consulting... ..., construction management, survey, and environmental services for public and private clients. Our employees enjoy a comprehensive benefits package...SeniorPrivate clientWork at officeLocal areaRemote workFlexible hours
$80k - $120k
...our team has partnered with a thriving accounting firm in Sarasota, FL, looking to add a solid Tax Senior Associate. Our locally owned partner CPA and advisory services firm performs a variety of client services including wealth management (estate), business...SeniorLocal area- Garcia Legal Search, LLC in Sarasota, Florida is looking for an experienced Associate Attorney to join their sophisticated real estate and commercial litigation... ...unique opportunity for attorneys who enjoy direct client engagement and a variety of litigation, transaction...Senior
- Ardaman & Associates, Inc. is one of the largest geotechnical engineering... ...of project experience includes services for virtually every type of public and private client associated with industrial, commercial... ...:GEOTECHNICAL ENGINEEROur Sarasota, Florida office has an...Private clientFor contractorsInternshipWork at officeWorldwide
$90k - $115k
...charge of a CPA and CAAS firm in beautiful Sarasota, FL has engaged with us to find a Audit Senior / Senior Audit Associate with experience in various LLCs and... ...also provide high levels of personal service for their clients. Pay and Benefits of the Role: ~$...SeniorWork at officeLocal areaFlexible hours$175k - $225k
...excellence, collaboration, and top-tier client service Step into a senior-level estate planning role with... ...real estate, title, litigation, and private client work) Excellent benefits: health... ...period) Location: On-site in Sarasota, Florida. Note: Must be an active Florida...Private clientFull time- ...business and deliver personalized investment solutions to your clients by relying on leadership and relationship‑building skills. This... ...least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition,...Private client
- ...environment that fosters success for both employers and candidates. A premier Sarasota firm is seeking a Senior Trusts and Estates Attorney to join its highly regarded private client practice serving ultra-high-net-worth individuals and families. This is an exceptional...SeniorPrivate clientPrivate practiceRelocation package
- ...work with our attorneys specializing in private client services, trusts and estate planning. Primary... ...and will work full-time at our Sarasota, Florida office. What You'll Do Draft... ...What We’re Looking For Minimum of an associate’s degree is required; Paralegal Certificate...Private clientHourly payFull timeWork at office
- ...Description Job Description Senior Business Banking Relationship Manager – Sarasota, FL FinTrust Connect has... ...portfolio of small to midsized business clients through direct business... ...opportunities across deposits, treasury services, credit, and other bank products...SeniorWork at office
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a...Private client
- ...Job Description Job Description THE OPPORTUNITY Williams Parker is seeking a Private Client Services | Trusts & Estates Attorney with approximately 8-10 years of private practice experience to join one of Florida’s largest and most respected Trusts & Estates...Private clientPrivate practice
- ...Description Job Description Well established, Award-winning, Sarasota based Landscape Architecture and Arboreal Consulting... ...on multiple projects for a range of public and private sector clients. This is a great opportunity for a self-motivated, energetic...Private clientFull timeInternshipWork at officeLocal areaFlexible hours
- Sarasota Dining FL-45 Sarasota, FL 34231, USA Sarasota Dining FL-45 Sarasota, FL 34231, USA Paradies Lagardère is an award-winning... ...Company Paid Time Off Premium pay for Worked Holidays 401K Program Associate recognition Programs Merchandise and dining discounts...Full timePart timeLocal areaImmediate start
- A premier tax and accounting firm in Sarasota is seeking a Senior Tax Accountant / Tax Supervisor to lead in their new office. The role involves... ...rapid career growth in a collaborative environment dedicated to excellence and client care. #J-18808-Ljbffr Morling & CompanySeniorWork at office
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Sarasota, Florida. In this role, you will provide comprehensive financial planning to clients... ...building strong relationships and ensuring exceptional service. Candidates should have at least 2 years of relevant...Private client
- ...presence with the opening of a Sarasota office and is seeking an... ...work closely with the firm's senior attorneys and centralized support... ...while managing Sarasota-area clients and matters from initial... ...Maintain the same client-service, responsiveness, case-management...Work at officeLocal area
- J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to... ...investment solutions, leveraging digital tools and a strong client-service ethos. The role emphasizes relationship-building, integrity,...Private client
- ...radpartners.comApply: SUMMARYRadiology Associates of Florida (RAF) is seeking a fellowship... ...join and support our growing practice in Sarasota, FL.This is an exceptional opportunity... ...SarasotaSarasota Memorial Hospital - Venice - Full-service sister hospitalSarasota Memorial...Full timeWork experience placementFreelanceLocal areaRemote workMonday to FridayShift workWeekend work
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