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
- Fox Rothschild LLP in West Palm Beach, FL is seeking a Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) to support a team of attorneys with complex administrative tasks. You will answer calls, manage calendars and deadlines, prepare documents...Tax
- Fox Rothschild LLP is seeking a Client Service Specialist to deliver top-tier legal administrative support within the Client Services Team. You will handle calls, calendar management, document preparation, and coordination with attorneys, paralegals, and clients to ensure...Tax
$140k
...officecollaboration with a Lead Advisor and Client Service ManagerEXPERIENCE0-5 years,... ...our team as an Associate Wealth Strategist. This role sits at... ...hyper-personalized financial planning and investment guidance.About... ...and estate coordination, tax-efficiency strategies, and...TaxFull timeFor contractorsWork at officeFlexible hours- As a member of the Client Services Team (CST), the Client Service Specialist (CSS) Specialist is responsible for providing legal administrative... ...internal and external clients. We are a well-established U.S tax team with a deep client base. The work is varied, interesting,...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...TaxContract workPart timeLocal areaShift work- ...Join Andersen: Tax Director Opportunity Unlock... ...presence among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...firm-wide initiatives. Plan, execute, direct, and... ...about legislative changes, wealth transfer techniques,...TaxFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa
- 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
- ...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.Ensure... ...pickup confirmation; include PRO number or tracking number.TP4...TaxImmediate start
- ...Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the... ...businesses provide financial planning, investment management,... ...of the full product and service offerings of Goldman... ...beyond, which may include tax and estate planning,...Tax
- ...Private Office Senior Wealth Strategist Rockefeller... ...wealth planners, tax advisors, estate attorneys... ...holistic, personalized wealth planning and family office... ...environment ensures that each client benefits from the... ...s expertise and client service capabilities. Practice...TaxWork at officeLocal area
- ...Advanced Estate And Financial Planning Advisor Responsible... ...across the Elements of Wealth to deliver advanced... ...planning advice to clients typically with $10MM+ in... ...keeps current on estate, tax and planning trends and... ...Free Workplace. SunTrust Investment Services, Inc.TaxWork experience placementWork at office
- ...member of the Family Office Services Team, the Senior Wealth Strategist is responsible... ...complex estate and wealth planning deliverables, identifying and... ...Managing Directors and the client team to prepare for and attend... ...firm-wide support on tax and estate planning issues,...TaxWork at office
- 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
- ...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
- ...1–5 Years of Experience | Private Client Practice An established and growing... ...exposure to sophisticated estate planning, trust and estate administration, and wealth preservation matters within a... ...estate administration, researching tax and wealth transfer issues, and...TaxPrivate practice
$70k
...seamless program experience throughout the planning and execution process. Develop, manage... ...Outstanding interpersonal and customer service skills—both written and verbal. Ability... ...plan with employer contribution ~ Pre-tax benefits including Flexible Spending Accounts...TaxContract workLocal areaWorldwideOverseasFlexible hours$145k - $175k
...developing, or experience with, estate planning, trust administration, and wealth preservation. Strong... ...generation-skipping transfer, and income tax issues. Assist with business succession... ...legal documents. Participate in client meetings and contribute to business...TaxFlexible hours$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- ...Department: Private Family Services of Oxford™ Reports To: Private... ...and accounting services for clients and client families including... ...attorneys regarding personal tax matters and/or estate matters.... ...and LLCs Trusts and estate planning entities Gift tax returns...TaxFull timeWork experience placementWork at office
$96k - $192k
...with Solutions Consultants, Professional Services, and colleagues across global regions, you... ...and execute territory and account plans that reflect the complexity and pace of each... ...and Accidental Death and Dismemberment Tax-Advantaged Accounts: Health Savings Account...TaxMinimum wageContract workTemporary workLocal area- ...trusts, LLCs, and entities Manage trust distributions, tax payments, life insurance premiums, and related... ...ensuring confidentiality and accuracy Assist with estate planning updates and maintaining an organized service calendar Provide general administrative support to support...TaxWork at officeWeekend workAfternoon shift
- ...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
$2,166 per week
...progress using Net Health, PRO Doc, and Pro Touch EHR... ...treatment plans. Implement therapeutic... ...to confirmation) with tax-free stipend amount to... ...ability to exceed our clients' expectations. We accomplish... ...allows us to tailor our services to best suit the staffing...TaxDaily paidLong term contractPermanent employmentFull timeContract workTemporary workZero hours contractWork at officeLocal areaShift workWeekend workDay shift$700 - $900 per day
...beaches, the Intracoastal, miles of trails, and no state income tax on any of what you earn. Opportunity Highlights 33% of net collections... ...comprehensive general dentistry including diagnosis, treatment planning, and restorative care for an established adult and family...TaxFull timePrivate practiceMonday to Friday- ...communication, training, and planning skills. Sense of pride, integrity... ...2 years of experience in servicing and inspecting fire alarm systems... ...opportunity to build long-term wealth and directly benefit from your... ..., allowing you to use pre-tax dollars for eligible medical costs...TaxTemporary workWork at officeFlexible hours
- ...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
$75k - $105k
...PracticeBallentine Partners is a leading independent wealth management firm headquartered in the... ...offices in Florida and New Hampshire and clients worldwide. Our client families rely on us... ...objective investment and financial planning advice to our clients. We are a fee-only...Temporary workWork at officeWorldwideVisa sponsorshipWork visaFlexible hours$195k - $275k
...Description Job Description Private Client & Wealth Management | Trusts & Estates Associate Attorney § Practice Area: Estate Planning, Wealth Preservation, & Fiduciary Administration... ...trusts, generation-skipping transfer tax planning structures, and charitable...TaxFull timePrivate practiceWork at officeImmediate start$61k - $119k
...where you can help your clients achieve their goals through financial planning. On your path to becoming... ...Investment & Advisory Services Trust Services Retirement... ...3 for income tax purposes, and a statutory... ...and Northwestern Mutual Wealth Management Company® (NMWMC...TaxFull timeContract workFor contractorsWork 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
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