Tax & Wealth Planning Client Success Specialist
Fox-Rothschild-LL
Fox Rothschild LLP in Miami, FL seeks a Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) to provide high-level support to a team of attorneys. The role emphasizes accurate document preparation, calendar coordination, and seamless client communication. The ideal candidate has 3+ years of law-firm experience, strong MS Office skills, and a professional demeanor with strict confidentiality. #J-18808-Ljbffr Fox-Rothschild-LL
- Jobot seeks a Senior Tax Manager to join our fast-growing technology-driven accounting... ...firm, focusing on high-net-worth clients. You’ll lead complex tax engagements,... ..., and drive strategic advisory in wealth transfer and estate planning. This role blends technical tax...TaxFlexible hours
- As a member of the Client Services Team (CST), the Client Service Specialist (CSS) Specialist is responsible for providing legal administrative support to a team... ...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 placement
- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach... ...businesses provide financial planning, investment... ..., which may include tax and estate planning,... ...complement our very successful team of advisors focused...Tax
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...pivotal role in advising clients on their local and... ...strategic level, driving project success and contributing to the... ...of innovative tax planning solutions and methodologies...TaxFull timeH1bLocal area$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob... ...advice and guidance to clients on tax planning, compliance, and strategy. These... ...experienceWhat Sets You Apart- Being successful as tax technical business advisor...TaxFull timeH1b- ...AreWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the... ...provide financial planning, investment management,... ...beyond, which may include tax and estate planning, philanthropic... ...requirements and success.Drive the execution of...TaxFull timeTemporary workPart timeWork experience placement
- ...Senior Wealth Advisor Apply ( locations Miami, FL... ...our ultra-high net Worth clients achieve their unique financial... ...chance for investment success by providing financial planning solutions using our time-tested... ...to investment advice, tax strategies, legacy and estate...TaxFull timeLocal areaRemote work
- ...grow a portfolio of high-net-worth clients by offering personalized financial solutions... ...and preferences. Advise on wealth planning, succession, tax-efficient structures, and asset protection... ...with internal and external specialists (investment managers, tax and legal...Tax
- Job Duties: Associate Sales with Goldman Sachs Wealth Services, L.P. in Miami, Florida. Execute tax planning, projection and review (US and foreign) high-net-worth... ...compliance with US tax laws. Work closely with clients and external experts to gather information required...TaxFull timeTemporary workWork at office
$150k
The Opportunity As an Asset & Wealth Management Tax Director, you will guide clients through the complexities of tax planning, compliance, and strategy, helping them navigate intricate... ...mindset are all foundational to our success. In this role, you will develop new...TaxH1b- Aligned Wealth is a purpose-driven family office solution... ...management, legal, and tax matters, along with... ...and serve as a trusted planning partner to advisors working... ...-high-net-worth (UHNW) clients. This role centers on... ...estate, tax, business succession, and philanthropic...TaxTemporary workWork at office
$177k - $300k
...delivering for our clients, teammates,... ...contribute to our shared success. This includes... ...Description: Executive Wealth Services (EWS)... ...-sponsored wealth planning, estate planning,... ...holistic wealth, tax, estate, and financial... ...with advisors and specialists, the Executive Wealth...TaxWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift- ...The Associate Client Advisor role is an exciting opportunity... ...organization, including Client Tax and Financial Planning Department, Investments,... ...preferred (specifically within Wealth Management a plus).... ...and teamwork qualities. Successful candidate must be goal-oriented...TaxTemporary workWork at officeRemote work
- Fartherfinance is seeking an experienced Wealth Advisor to deliver exceptional service to ultra-high-net-worth clients in Miami. This role focuses on sophisticated planning strategies and seamless service... ...management, specializing in tax optimization, estate planning,...Tax
$120k - $250k
...Meet Guerra Wealth Advisors At Guerra... ...retirement and wealth planning. But what truly... ...create long-term client relationships, we... ..., and implement tax-efficient strategies... ...firm growth and success. Schedule:... ...office Onboarding Specialist transitioning prospects...TaxFull timeWork at officeAfternoon shiftWeekday work- ...Brant Advisors + CPAs, LLP - Legacy is seeking a Manager in Wealth Tax - Trusts & Estates in Miami, Florida. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients, managing tax engagements, and developing client...Tax
- Bpbcpa is seeking a Manager of Tax Services in Wealth Tax - Trusts & Estates, based in Miami. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients. You'll deepen your expertise in trust and estate taxation while managing...Tax
- Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executive relationships, coordinating holistic wealth, tax, estate, and financial planning tied to executive compensation programs. The role partners with advisors across investment...Tax
$225k - $275k
...Business Unit:** The Private Wealth Public Funds (PWPF) Legal... ...Wealth is one of the most successful businesses of its kind in... ...Operations, Institutional Client Solutions, Finance, Tax, Public Affairs, and other... ...and committee meeting planning and preparation of meeting...TaxLocal areaFlexible hours- ...minimum of 6 years’ experience to guide sophisticated estate, wealth, and tax planning for high‑net‑worth individuals and multinational families.... ..., tax, and family office teams to expand the firm’s client base. J.D. and Florida Bar admission are required, with LL....TaxWork at office
- WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25-30 pre-scheduled... ...You will educate on advanced retirement tax planning and Roth strategies, guiding decision-making... ...framework. Ideal candidates enjoy client conversations over planning work, possess...TaxRemote job
- ...utilizing complex financial planning techniques across the Elements of Wealth to deliver advanced... ...financial planning advice to clients typically with $10MM+ in... ...and solution presentation. Success is measured against the... ...keeps current on estate, tax and planning trends and their...TaxFull timePart timeWork experience placementWork at officeShift workDay shift
$200k - $400k
...Meet Guerra Wealth Advisors At Guerra Wealth... ...retirement planning and elevate how families... ...serving clients in South Florida and... ...advanced strategies for tax planning, estate... ...inheritance, business succession, and major life... ...planners, and internal specialists. Mentor and...TaxFull timeWork at officeHome officeRelocation packageAfternoon shiftWeekday work- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals... ...businesses provide financial planning, investment management,... ...and beyond, which may include tax and estate planning, philanthropic...Tax
- A prominent wealth management firm based in Aventura, FL is seeking a Senior Wealth Manager to provide comprehensive advice to high net worth clients. Responsibilities include tax and estate planning, financial guidance, and relationship management with private bankers....Tax
$260k - $390k
...Counsel is seeking a Mid-Level Private Wealth Services Associate to join a premier... ...attorney to work on sophisticated succession and tax planning matters for individuals and closely held... ...a commitment to delivering excellent client service. Compensation: ~ Salary range...TaxPrivate practice$97.85k - $227.24k
...one of the worlds top tax firms. Enjoy a collaborative... ...that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition... ...helping high-profile clients understand, analyze,... ...of the development, planning, and execution related...TaxLocal area$100.35k - $205k
...consulting services to individual clients and their trusts, estates,... ...providing solutions to complex tax issues? Do you not only know... ...with Deloitte’s growing Private Wealth practice! Recruiting for this... ...consulting projects related to tax planning opportunities and the tax...TaxPrivate practiceWork at officeLocal area$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt PwC, our... ...services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses...TaxFull timeSecond jobH1b- ...Description Job Description Junior / Mid-Level Tax & Private Wealth Associate Attorney Location: Miami, FL... ...sophisticated international and cross-border tax planning for high-net-worth individuals and global clients. Responsibilities Advise foreign and...TaxPrivate practiceWork at office3 days per week
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