Tax & Wealth Planning Client Services Pro
Fox-Rothschild-LL
Fox Rothschild LLP in West Palm Beach, FL, seeks a Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) to provide advanced legal administrative support to a team of attorneys, including calendar management, document preparation, and client communications. You will collaborate with attorneys, paralegals, and staff to ensure accurate, timely handling of tax-related matters. The ideal candidate has at least three years of law firm experience, an associate degree #J-18808-Ljbffr Fox-Rothschild-LL
- ...entrepreneurial minded Senior Wealth Advisor focused... ...worth (UHNW) prospective clients into long-term clients within... ...Bessemer Trust's Wealth Planning, Family Office... ...knowledge of investments, tax and estate planning and/or banking services. Proven track record...TaxTemporary workWork at officeRemote work
- Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) Posted on October 15, 2026 Locations Showing 1 location West Palm Beach, FL 33401, USA Legal Administrative Asst Full-Time Requisition #: TAXAN003291 Description As a member of the...TaxFull timeContract workWork experience placementLocal area
$120k - $250k
...DriveJob Family Group:Wealth Sales &... ...high-net-worth (UHNW) clients in the Miami market... ...holistic financial planning. This role combines... ...retirement, estate, tax optimization).Collaborates... ...of Bank products, services and capabilities.... ...time roles will be pro-rated based on number...TaxFull timeContract workPart timeLocal areaShift work- ...Boundless Horizons of Tax, Valuation, and Business... ...presence among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...firm-wide initiatives.• Plan, execute, direct, and complete... ...legislative changes, wealth transfer techniques,...TaxFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa
$70k - $140k
...GLANCE WORK STYLE Client-facing, in-office collaboration... ...Advisor and Client Service Manager EXPERIENCE... ...team as an Associate Wealth Strategist. This role... ...personalized financial planning and investment guidance... ...and estate coordination, tax-efficiency strategies,...TaxFull timeFor contractorsWork at officeFlexible hours- ...Advanced Estate And Financial Planning Advisor Responsible for utilizing... ...across the Elements of Wealth to deliver advanced estate and financial planning advice to clients typically with $10MM+ in assets... ...and keeps current on estate, tax and planning trends and their...TaxWork experience placementWork at office
- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their... ...provide financial planning, investment management... ...the full product and service offerings of Goldman... ...beyond, which may include tax and estate planning,...Tax
- ...member of the Family Office Services Team, the Managing Director & Senior Wealth Strategist is... ...complex estate and wealth planning deliverables, identifying... ...Managing Directors and the client team to prepare for and... ...providing firm-wide support on tax and estate planning...TaxWork at office
- ...LLC seeks an Associate Wealth Strategist who will work... ...personalized financial planning and investment guidance... ...You will build lasting client relationships,... ...plans across retirement, tax, and estate planning. The... ...emphasizes fiduciary-first service, integrity, and collaboration...Tax
$150k - $210k
...responsible for:Review of international tax compliance forms such as Forms 3520, 352... ...based positionsCollaborate with the Private Client Services and Trust & Estate groups on cross-... ...global holdings and activitiesDevelop tax planning opportunities arising from inbound and...TaxFull timeFixed term contractLocal area$175k - $225k
...-on approach to solving our clients' problems and assisting them... ...growing one of our Federal Tax specialty areas, our Private Client Services (PCS) practice. PCS works with... ...individual income tax, wealth transfer and succession planning,and international tax Lead the...TaxPart timePrivate practiceWork at officeFlexible hours- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high... ...well as other people with complicated tax and financial structures. The Private Client... ...-flow, retirement, and life insurance planning.A Tax Experienced Senior, Private Client...TaxPrivate practiceWork at office
- ...Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular... ...selflessly to enrich the lives of our clients and our community. Passion . We... ...investment management, retirement planning, tax strategies, estate planning, risk...TaxFull timeWork at office
- ...moves the needle: your clients. As a Financial Advisor... ...more manual financial plans in Excel. No more chasing... ...investment strategy, tax planning, retirement, estate... ...operations team to service clients Seamless back-... ...RIAs in the country. Wealth management is a $545 billion...TaxWork at officeRemote work
- Castle Wealth Management in West Palm Beach, FL, is seeking a full-time Client Relationship Manager/Financial Planner. In this role, you will work closely... ...to deliver excellent financial planning and investment management services. The ideal candidate will have 3-5 years...Full time
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...engagement status, deadlines, and deliverables.Oversee tax planning and compliance functions for ultra-high net worth...TaxFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...independent financial advisory services firm. Originally founded in... ...oversees $237 billion in client assets as of August 31, 2026... ...experienced professionals - including wealth planners, tax advisors, estate attorneys,... ..., personalized wealth planning and family office solutions....TaxWork at officeLocal area
$250k - $300k
...Florida, known for its exceptional legal services and client-focused approach. With approximately... ...agencies, including zoning and planning boards. Prepare and file necessary documents... .... Advise clients on the legal and tax implications of real estate transactions...TaxPermanent employmentWork experience placementLocal area$20 per hour
...separate functions — Customer Service and Freight Coordination — unified... ...), Standard (5–7 days), or Planned (10+ days) — at intake, and... ...the Superfund Chemical Excise Tax on applicable stock orders.... ...pickup confirmation; include PRO number or tracking number....TaxImmediate start$96k - $181k
Location:3777 Tamiami North, Naples FloridaJob SummaryThe Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to...Full timeWork experience placementWork at officeFlexible hoursNight shift- ## Senior Associate Tax Services- High Net Worth Individuals/International... ...assurance firm, providing clients with a genuine coast-to-coast... ...compliance, consulting, and planning services tailored to clients... ...planning matters, including wealth transfer and succession planning...TaxLocal areaWorldwide
- A leading tax advisory firm in West Palm Beach is seeking a Manager for their Private Client Services. The role involves overseeing multiple engagement teams and managing sophisticated clients, including high-net-worth families. Candidates should have over 4 years of relevant...Tax
- ...observations-Assist with engagement planning-Perform interim accounting services (monthly or quarterly) of small... ...transmittal of journal entries to clients-Prepare work papers that are organized... ...depreciation software.-Prepare payroll tax, sales and other local tax,...TaxInterim roleLocal area
- ...“CTC”) is a private wealth management firm launched... ...Jr. CTC offers full-service, bespoke private... ...portfolio accounts, tax advice, trust and estate planning and family office services... ...is to provide our clients with a portfolio of... ...should be pro-active, motivated, passionate...TaxWork at office
- ...Consultant - CDBG-DRin our Government Services Practice. This role is ideal for... ...consulting engagements, including planning, execution, and deliverySupport clients in maintaining compliance with the... ...is one of the largest accounting, tax, and business advisory firms, with...TaxFull timeWork at officeLocal areaRemote work
$175k - $240k
...doing what's right for our clients. At CIBC, we embrace your... .... Deliver exceptional service - Foster a service culture... ...expertise in investment and wealth advisory services to provide... ...wealth management, personal tax, or financial planning. You possess investment...Remote work- Goldman Sachs Asset & Wealth Management seeks a driven portfolio solutions professional to support PWM, Ayco, and TPW in West Palm Beach. You will participate in client meetings, discuss market views, and provide performance analysis and strategic insights. The role emphasizes...
- ...Palm Beach, Florida, serving clients throughout Palm Beach County.... ...Our practice focuses on Estate Planning, Probate and Trust Administration... ...and exceptional client service, and our firm's vision is to become... ...financial advisors, accountants, tax professionals, care...TaxFull timeLocal areaRemote work
- ...Manager - FEMA in our Government Services Practice. This role is ideal... ...annual evaluations.Evaluate client needs and engagement scope, manage... ....Support team strategic planning and growth by identifying and... ...one of the largest accounting, tax, and business advisory firms,...TaxFull timeWork at officeLocal area
- ...SUMMARY The Private Client Sales Manager is responsible for developing... ...banking, lending, and wealth solutions aligned with First... ...commitment to excellence in client service. ESSENTIAL DUTIES AND... ..., insurance, and wealth planning, utilizing internal specialists...Full timeWork at office
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