Tax, Trusts & Estates Associate (FL)
$220k - $320kTrueseek
Job Description
Job Description
Tax, Trusts & Estates Associate
Based in Boca Raton, FL, we are a nationally recognized law firm known for its client-focused approach collaborative culture and commitment to delivering practical results. The Tax Trusts & Estates practice is expanding and seeking an experienced Associate to join a growing team advising high-net-worth individuals families business owners fiduciaries and institutional clients on complex estate planning tax strategy trust administration and wealth preservation matters. This role is ideal for a seasoned private client attorney who values direct client interaction sophisticated advisory work and long-term professional stability within a supportive firm environment. This position offers a competitive base salary of $220,000–$320,000 plus performance bonus and comprehensive benefits.
Responsibilities
- Advise high-net-worth individuals and families on sophisticated estate planning and wealth preservation strategies while drafting and reviewing wills trusts advanced estate planning documents and related tax planning instruments with accuracy and efficiency
- Counsel clients on federal and state tax matters involving estate gift generation-skipping transfer and income taxation while conducting legal research and staying current on evolving tax and estate planning laws and regulations
- Assist with trust and estate administration matters probate proceedings and fiduciary representation while supporting business succession planning and family office-related matters
- Collaborate with attorneys across corporate tax real estate and litigation practice groups on multi-disciplinary matters while maintaining strong client relationships and delivering practical and strategic legal guidance
Qualifications
- JD from an accredited law school with active FL Bar admission in good standing; LL.M. in Taxation or Estate Planning preferred; strong academic credentials required
- 3+ years of experience in tax trusts & estates estate planning or related private client matters with demonstrated experience advising high-net-worth individuals families and fiduciaries preferred
- Strong organizational communication and time management skills with the ability to thrive in a fast-paced high-volume environment
- Strong drafting analytical and communication skills with the ability to independently manage sophisticated matters while collaborating effectively within a team-oriented environment
Join Us This is an excellent opportunity for an experienced trusts and estates attorney seeking sophisticated private client advisory work, mentorship and long-term stability. If this sounds like a fit, we encourage you to apply today.
- ...Trueline’s client, a highly regarded boutique trust & estates firm in Boca Raton, FL, is seeking a Trusts & Estates Associate Attorney (3–8 years) to join their growing team... ...manage complex estate, gift, and fiduciary tax returns Develop and implement customized planning...TaxFor contractors
- ...Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca Raton or West Palm Beach, FL Direct Counsel is seeking a Private... ...asset planning, charitable giving, and tax-efficient wealth transfer strategies. Candidates...TaxPrivate practiceWork at officeRemote work2 days per week
$90.5k - $150k
...Job Description Job Description Trust & Estate Administration Paralegal Based in Boca Raton, FL, we are a nationally recognized law firm known for its client... ...York and preparation of federal and state estate tax returns fiduciary income tax returns and fiduciary...Tax$65k - $90k
...sectors. The team's work spans gift and estate tax planning, financial reporting, transaction... ...currently seeking an experienced Valuation Associate focused on Gift & Estate Valuations to... ...Tysons Corner, VA Nashville, TN; Boca Raton, FL; Orlando, FL; San Diego, CA; Los Angeles,...TaxWork at officeLocal area$90k - $110k
...Trust & Estate Paralegal – Ultimate Staffing Ultimate Staffing Services is actively seeking an experienced... ...asset information spreadsheets, estate tax returns (Form 706) and gift tax returns (... .../Planning Location: Fort Lauderdale, FL All qualified applicants will receive...TaxFull timeWork at officeLocal areaRemote work$120k - $180k
...This boutique law firm is well-regarded for its sophisticated trusts & estates practice , representing ultra-high-net-worth individuals, families... ...provides comprehensive estate planning, wealth transfer, and tax planning strategies while delivering highly personalized...TaxFull time$3,500 - $4,200 per week
...Operator | Dry Van Location: Pompano Beach, FL Company: Nayhoose Logistics Pay:... ...enclosed trailer. Be part of a team that trusts your abilities and works together toward... ...parks globally. • No state income tax; major retirement destination. • Space Coast...TaxFull timeContract workSummer workImmediate start- ...fully remote role with occasional in-person meetings in Boca Raton, FL. Candidates must be located within a 2‑hour drive from Boca Raton... ...financial operations: forecasting, reporting, treasury, risk, tax, and compliance. Design data‑driven systems that enable clarity...TaxRemote work
- ...Description Firm Description Chilton Trust ("CTC") is a private wealth management firm launched in 2010 by Richard L. Chilton... ...advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte...TaxWork at office
- ...Anesthetist | Anesthesiology - General/Other Location: Boynton Beach, FL Employer: CompHealth Pay: Competitive weekly pay (... ...CRNA for Palm Beach County Close to Boca Raton GI cases Tax Free Florida Annual Bonus Strong benefit package Our...TaxWeekly payFull timeContract workImmediate startShift work
- ...skilled therapy contractors with patients across Palm Beach County, FL. We are growing our clinical contractor network and seeking... ...independent contractor position. Contractors are responsible for their own taxes and benefits and are not classified as employees of QuadCare or...TaxContract workFor contractorsFlexible hours
- ...Opportunity with an Established Private Practice - Boca Raton, FL Why Join Us This is a well-built practice... ...Lauderdale via I-95 or the Florida Turnpike. With no state income tax, a strong real estate market, and year-round sunshine, Boca Raton consistently...TaxFull timePart timePrivate practiceLive inWork at officeRelocation packageMonday to FridayFlexible hours
$3,500 - $4,200 per week
...Owner Operator | Flatbed Location: Pompano Beach, FL Company: Nayhoose Logistics Pay: $3,500 to $4,200 per week Route... ..., the largest of all Disney parks globally. • No state income tax; major retirement destination. • Space Coast home to Kennedy...TaxFull timeContract workSummer workImmediate start$3,500 - $4,200 per week
...Owner Operator | Refrigerated Location: Pompano Beach, FL Company: Nayhoose Logistics Pay: $3,500 to $4,200 per week... ...World, the largest of all Disney parks globally. • No state income tax; major retirement destination. • Space Coast home to Kennedy...TaxFull timeSummer workImmediate start- ...Owner Operator | Flatbed Location: Pompano Beach, FL Company: Nayhoose Logistics Pay: Competitive weekly pay (inquire... ...World, the largest of all Disney parks globally. • No state income tax; major retirement destination. • Space Coast home to Kennedy...TaxWeekly payFull timeContract workSummer workImmediate start
$5,000 per month
...follow-up Community networking Building trust with clients Location Details: · Ft... ...Gardens, Vero Beach, Melbourne, Stuart, FL Position Schedule / Shift: ·Monday -... ...of eligible earnings, either pre or post tax. ~ Company match of 50% paid on employee...TaxFull timeTemporary workPart timeWork at officeLocal areaImmediate startMonday to FridayFlexible hoursShift work- ...basic to moderately complex orders. Verify all property and tax information is complete and accurately reported. Ensure all required... ...understanding of commercial title examination practices, real estate law, and title insurance standards. Familiarity with legal...TaxWork at officeLocal areaRemote workFlexible hours
- ...searches using:ResWare, RamQuest, other title search software as well as county websitesConduct grantor/grantee searchesVerify property tax recordsCollect and analyze publicly recorded documents affecting title, including:Establishing a complete and accurate chain of...Tax
- ...2255 Glades Road, Suite 321A, Boca Raton, FL, 33431, US (Hybrid) Essential Functions... ...Serve as key client contact; viewed as a trusted business advisor by clients Ensure quality... ...knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology...TaxTemporary work
$3,500 - $5,000 per week
...Owner Operator | Dry Van Location: Pompano Beach, FL Company: Clark Transfer Pay: $3,500 to $5,000 per week Route... ...pay ~ Up to $5,000 referral bonus ~ Paid fuel permits & fuel taxes ~ Paid tolls while under dispatch via company provided transponder...TaxWeekly payFull timeImmediate startFlexible hours- ...months experience in apartment leasing required. Bilingual candidates are always in high demand. Luxury property, lease-up, rehab, and tax credit experience are a plus as well! The Liberty Group provides Equal Employment Opportunities (EEO) to all employees and applicants...TaxImmediate start
- ...dismemberment, short-term disability and long-term disability insurance available. Employee Assistant Program. 401(k) Retirement Plan (pre-tax and Roth) options available. 18 days per year of PTO, total increases with years of service. Housing discount available at any one of...TaxFull timeTemporary workWork at officeLocal areaFlexible hours
$225k - $250k
...Job Description Tax Manager (Real Estate OR High-Net-Worth/Trusts) Compensation: $225,000-$250,000 Location: Fully Remote (Must live within 45 minutes of Fort Lauderdale, FL) About the Opportunity A top-tier South Florida firm is expanding its...TaxRemote work$300k
...complex matters independently and serve as a trusted advisor to sophisticated clients... ...relations Collaborate with colleagues across tax, regulatory, and transactional teams to deliver... .... Locations DE (Wilmington) FL (Boca Raton) MD (Baltimore) NJ (Hackensack...TaxWork at office- ...Job Overview A law firm seeks a Real Estate Associate in Boca Raton, FL. This role offers the chance to engage with sophisticated clients on complex real estate transactions, focusing on data center and energy‑related projects. The position is open to candidates with...Work experience placementWork at office
$75k - $95k
...Bookkeeper $75000 - $95000 per year | Boca Raton, FL | Hybrid | Permanent REMOTE - Florida... ...ledger, and bank reconciliations Handle trust accounting (IOLTA) in compliance with... ...processing and coordinate with outside CPA for tax filings Monitor cash flow and maintain...TaxPermanent employmentLocal areaRemote work- ...Description Job Description Join Financial Trust Asset Management — Where Advisors Grow... ...planning, investment management, and tax preparation in a seamless team-based approach... ...Registered Investment Advisor Boca Raton, FL | Lakewood Ranch, FL | Disclaimer:...Tax
$35 - $36 per hour
...Locations 1801 West Sample Road, Deerfield Beach, FL, 33064, US Job Schedule Full time Job... ...skills Active listener who builds trust and rapport Confident in guiding others through... ...vision, life and disability insurance Pre-tax healthcare and dependent care flexible spending...TaxFull timeFlexible hoursNight shiftWeekend workDay shiftWeekday work- ...considered. Discover your next career step in vibrant Boynton Beach, FL—a city boasting stunning coastline, lively arts, and plentiful... ...seamless patient experiences Benefits and Travel Perks: Tax-advantaged stipends to maximize your earnings as you travel...Tax
- ...Job Description Key Responsibilities Manage probate and trust administration files, including drafting and filing pleadings and... ...tools and secure client portals/data rooms. Experience preparing fiduciary accountings and working with trust/estate tax documentation....TaxLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax, Trusts & Estates Associate (FL). Be the first to apply!
- tax associate Boca Raton, FL
- senior tax associate Boca Raton, FL
- tax consultant Boca Raton, FL
- tax advisor Boca Raton, FL
- tax specialist Boca Raton, FL
- tax examiner Boca Raton, FL
- tax preparers Boca Raton, FL
- tax accountant Boca Raton, FL
- income tax preparer Boca Raton, FL
- accountant tax preparer Boca Raton, FL



