Estate Settlement Lead for High‑Net‑Worth Estates
$74.6k - $124.4kM&T Bank
M&T Bank is looking for an experienced Estate Settlement Administrator to oversee the estate administration lifecycle for high-net-worth clients. This full-time, in-office role focuses on ensuring that estate settlements are handled efficiently and compliantly, collaborating with various stakeholders and mentoring junior staff. The ideal candidate will have a Bachelor's degree and at least 3 years of estate and trust settlement administrative experience, with strong analytical, organizational, and communication skills. The role offers a competitive salary, ranging from $74,600 to $124,400 annually. #J-18808-Ljbffr M&T Bank
- ...practice. The ideal candidate will manage tax engagements for high-net-worth individuals and businesses, ensuring compliance and providing... ...years of public accounting experience, and a strong ability to lead teams while maintaining client relationships. Join us in a collaborative...High net worth
- ...executives, family offices, and high- profile clients throughout... ...including Executive Housekeepers, Estate Managers, Director of... ...experienced recruitment executive to lead our Placement Division. This... ...relationships with ultra high net worth clients, private family offices...High net worthMonday to Friday
- JPMorganChase in New York is looking for a Relationship Manager to build and maintain high-net-worth client relationships across banking, lending, and investments. This role involves fostering trust and delivering exceptional client experiences while collaborating across...High net worth
$140k - $220k
..., collaborative, and refreshingly stable. The opportunity You'll be joining a highly respected Private Client team, working closely with high net worth individuals, families, trusts, estates, and family offices. This is not a compliance production role. You'll become a...High net worthWork from homeFlexible hours- Job Overview A law firm seeks a Real Estate and Estate Planning Associate in Palm Beach, FL. This role offers a mid-level attorney... ...chance to engage in sophisticated real estate transactions for high-net-worth clients, focusing on private client and estate planning matters...High net worth
$74.6k - $124.4k
We are seeking an experienced Estate Settlement Administrator to manage the full lifecycle of estate administration for high‑net‑worth clients (typically $3MM+ estates). This role is hands... ...settlement. Key Responsibilities Lead estate settlement from start to finish:...High net worthFull timeWork experience placementInterim roleWork at office$130k - $200k
...family law, with a growing estate planning practice. We... ...litigator who values high professional standards,... ...and the opportunity to lead matters with meaningful... ...Lead mediations with a settlement-minded, trial-ready approach... ...high-conflict and high-net-worth divorce and custody...High net worthWork at officeLocal areaRemote work3 days per week- ...Sr. Analyst in Florida, United States. This role requires strong analytical skills and the ability to build relationships with high net worth clients. The successful candidate will anticipate client needs and provide tailored financial solutions. A Bachelor's degree is...High net worth
$139.7k - $232.9k
M&T Bank in New York is looking for a Wealth Advisor to lead client relationships and manage the acquisition of new clients. Responsibilities include developing sales strategies and coordinating resources to achieve client goals. The ideal candidate has a strong sales...High net worth- ...investments, lending, banking, and trust and estate planning. No client has identical goals,... ...and serve existing ones. Deliver highly customized and comprehensive solutions to... ...accountable for identifying and managing high net worth and ultra‑high net worth client...High net worthFull timeWork experience placementVisa sponsorship
- ...Overview A law firm seeks an experienced mid-level Trusts and Estates Attorney to join their team in Bonita Springs, FL. The... ...in estate planning and administration, working directly with high-net-worth clients. Duties Develop estate preservation and planning strategies...High net worthRemote work
- ...Financial Group is seeking an experienced Lead Advisor to join our team and become the... ...Guide clients through retirement, tax, estate, and investment planning decisions. Deliver... .... Demonstrated success managing high‑net‑worth client relationships. Strong financial...High net worthFlexible hours
- BCG Attorney Search is seeking an experienced mid-level Trusts and Estates Attorney to join a Bonita Springs, FL firm. The attorney will handle high-net-worth estates, collaborate with clients on planning strategies, and prepare wills and various trusts while ensuring compliance...High net worth
$95.5k - $195.4k
Crowe LLP in New York is seeking a Tax Manager to join the IronSpire Group. The role involves providing high-level tax consulting for ultra-high-net-worth clients, managing complex engagements, and ensuring compliance with established standards. Qualified candidates will...High net worth- 6AM City, LLC seeks a Tax Senior specialized in Trusts & Estates in a hybrid Miami-area role. You will handle sophisticated tax planning, compliance, and consulting for high-net-worth clients, including fiduciary matters and estate/tax compliance work. The role requires...High net worth
- ...results‑driven Manager of the Senior Case Management Department to lead a high‑performing team focused on negotiating and settling personal... ...staffing, coaching, and process improvements to meet monthly settlement goals while maintaining client service standards and...
- ...Jesani Advisors, Inc., a boutique tax and accounting firm, is seeking a Tax or Estate Planning Attorney to join our team. This role offers the opportunity to work closely with high-net-worth clients on sophisticated tax and estate planning strategies while contributing...High net worth
- ..., Inc. is a boutique tax and accounting firm seeking a Tax or Estate Planning professional to join the team. This role focuses on developing... ...sophisticated tax and estate planning strategies for high-net-worth clients, while supporting the continued growth of the practice...High net worth
- ...sophisticated boutique to offices of national firms, seeking Trusts & Estates Attorneys (2-12 years) to join their growing private wealth/ trusts & estates practice(s). Attorneys in this group advise high?net?worth individuals and families on sophisticated estate planning and...High net worthPrivate practiceWork at office
$95.5k - $195.4k
...affluent families, entities, and investment and estate planning vehicles. We are seeking a Tax... ...Technical Expertise: Deliver high‑level tax consulting, compliance, and controversy... ..., and trust matters affecting ultra‑high‑net‑worth clients. Engagement Leadership: Manage...High net worthWork at officeLocal areaRemote work$100k - $110k
Job Description Tax Senior - Trust & Estates Salary: $100-110K plus a bonus, benefits and relocation fee (if needed). Location: Hybrid... .... Clients served in the Trusts and Estates group include high-net worth and their closely held businesses, estates, family offices,...High net worthWork at officeRelocation2 days per week3 days per week- 6AM City, LLC seeks a Tax Advisory Manager to lead innovative tax planning services remotely. This role focuses on optimizing tax strategies for small business owners and high-net-worth individuals. Applicants should have at least 3 years of experience in public accounting...High net worthRemote job
- A leading accounting firm in New York is seeking a Tax Senior Manager to lead their new West Palm Beach office. The successful candidate will manage client relationships, technical tax compliance, and staff. With 6-8 years of experience in tax compliance, this role demands...High net worthWork at office
- ...and digital assets. We support corporate, institutional, and high-net-worth clients with digital-asset procurement, secure transfers,... ...accounts Support OTC crypto and digital‑asset transactions and settlements Track and reconcile fiat and digital‑asset balances Assist...High net worthFull timeRemote work
- ...golf course and surrounded by high‑end custom residences, this community... ..., and third‑party vendors Lead day‑to‑day HOA operations,... ...ownership, the Board, and high‑net‑worth homeowners Play a critical role... ...of luxury hospitality, real estate, and association management Strong...High net worth
- ...Is a leading multi-family office and SEC Registered Investment Adviser headquartered... ...B+ in assets under management for ultra-high-net-worth families and institutions around the world... ...lifecycle from preparation through settlement; elevate issues as needed. Monitor the...High net worthWork at office
$160k - $220k
...Private Client team. In this role, you will work closely with high net worth individuals and families, providing strategic advice on complex... ...8 years of relevant experience, particularly in trust and estate planning, along with strong communication skills. #J-18808-Ljbffr...High net worth- ...Relationship Manager to support our Private Client division. The role emphasizes delivering sophisticated, tax-aware planning for high-net-worth individuals and families, with a focus on existing client relationships rather than new business development. The ideal...High net worth
- ...financial services firm in the United States is seeking a Tax Senior Associate to manage tax compliance and consulting engagements for high-net-worth clients. You will mentor staff, review complex tax returns, and provide strategic tax planning services. A Bachelor's in...High net worth
- ...will have over 10 years of experience in related fields, a strong understanding of wealth planning, and proven relationship-building skills, alongside an ability to communicate effectively with high-net-worth clients and their advisors. #J-18808-Ljbffr Baker Tilly USHigh net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Estate Settlement Lead for High‑Net‑Worth Estates. Be the first to apply!

