Private Client Trust and Estates Associate
BCG Attorney Search
Job Overview A law firm seeks a Private Client Trust and Estates Associate to join its Miami, FL office. The ideal candidate will have a minimum of 3 years of experience in trust and estates, with a focus on estate planning and administration, and knowledge of Florida state and federal tax laws. Duties Manage estate planning and trust administration matters. Advise on tax-efficient family wealth transfer strategies. Collaborate with clients on business succession and asset protection planning. Handle estate and trust administration in and out of the Florida court system. Requirements Minimum of 3 years of experience in private client matters involving trusts and estates. Strong written and verbal communication skills. Ability to work independently and develop creative solutions. Member of the Florida State Bar in good standing. Education Juris Doctor (JD) degree from an accredited law school. Certifications Florida State Bar membership. Skills Excellent technical and client service skills. Team-oriented with strong collaboration abilities. Effective problem-solving capabilities. Benefits Hybrid work environment with remote work options. #J-18808-Ljbffr BCG Attorney Search
- ...AmLaw-ranked firm with a national and international platform seeks a Private Client Associate for its Florida offices (Boca Raton, Miami, or West Palm Beach). The role focuses on estate planning, trusts and estates, and tax law for high-net-worth individuals, families,...Private client
- ...with a national and international platform is seeking a Private Client Associate for its Florida offices (Boca Raton, Miami, or West... ...opportunity for an attorney with hands-on experience in estate planning and trust and estate administration, including a solid grounding...Private clientPrivate practiceRemote work2 days per week
- BCG Attorney Search in Miami, FL represents a law firm seeking a Private Client Trust and Estates Associate with a minimum of 3 years' experience in trust and estates, emphasizing estate planning and administration under Florida and federal tax law. Responsibilities include...Private client
- KPMG LLP in Miami is seeking a Senior Associate to join our Business Tax Services practice. You will provide tax... ...You will prepare complex individual income, gift, estate and trust tax returns, manage a portfolio of clients, and lead teams on client projects while...Private client
- A prominent law firm in Miami is seeking a Trusts & Estates Associate Attorney to manage sophisticated estate planning and tax strategies for high-net-worth clients. Ideal candidates will have 2-10 years of relevant experience and be admitted to the Florida Bar. The firm...Suggested
- Practice area: Estate & Tax Planning, Probate, Trusts and Estates - General ________________________________... ...required, Law firm trusts and estates associate, Partner-track position, lawyer,... ...protection strategies, and high-net-worth client matters while building a long-term...Permanent employmentPlacement yearWork at office
- ...Estate Planning Attorney A nationally respected, full-service law firm with a long-... ...experience to join its highly regarded Private Client & Wealth Planning practice in Florida. This... ...wills, revocable and irrevocable trusts, powers of attorney, and advanced healthcare...Private clientPrivate practice
- Bernstein Private Wealth Management in Miami is seeking an ambitious Associate for its Associate Development Program (ADP). You... ...deliver portfolio analysis, client service, and wealth planning... ...offers in-depth training across trusts, estates, investment management, and...Private client
- Our client is a boutique private wealth law firm serving a predominantly Latin American and domestic ultra-high-net-worth clientele from its... ...'s continued rise as a global wealth hub, the firm's trusts and estates practice has grown substantially and is seeking an experienced...
$200k
...Florida, United StatesSalary: $200,000.00 - $500,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe... ...Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi...Private clientFull timeLocal area- ...looking for a Senior-Level Attorney for our Private Client Group with a primary focus on high-net... ...valuations, executive compensation, trusts, and cross-jurisdictional family law issues... ...matters involving substantial marital estates, closely held businesses, private equity...Private clientTemporary work
- ...exceptional legal services and client-focused approach.... ...litigation, real estate, bankruptcy, corporate... ...qualified, partner-level Trusts & Estates attorney with... ...including public charities and private foundations. Conduct... ...Supervise and mentor associate attorneys and support...Work at officeLocal area
$170k - $225k
...Description Job: Senior Tax Manager (Trust, Estate, Gift Team) Compensation: Competitive... ...acquisitions. Not getting involved with Private Equity investors has allowed us to continue... ...You get to work with the type of clients you enjoy on our HNW/ Fiduciary Tax Team...Immediate startRemote work- ...are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in... ...specialization in individual, fiduciary, estate and gift taxationPreferred/Desired Qualifications... ...’s Tax Group doesn’t only provide trusted and innovative tax solutions to its...Private clientFull timeWork experience placementPrivate practiceLocal areaRemote work
$70.4k - $84k
...in a world of change, empowering our clients and people to realize their full potential... ...families, closely held businesses, estates, trusts and private foundations Developing strong... ...range (or starting rate for interns and associates) for this role represents numerous...Private clientWork experience placementLocal area- 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...
- KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities... ...to owners and senior executives of KPMGs private client base which focuses on ultra-high net worth individual, trust and estate clients Prepare complex individual income,...Private client
- ...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 relationships....
- ...autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax... ...best workWhat Work You Will be Responsible For:Serve as a trusted advisor to high-net-worth individuals, family offices, and...Private clientFull timePrivate practiceLocal area
- ...are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in... ...specialization in individual, fiduciary, estate and gift taxation Preferred/Desired... ...EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its...Private clientWork experience placementPrivate practiceLocal area
- ...assisting a nationally recognized law firm seeking an experienced Trusts & Estates Partner for its West Palm Beach office. The role emphasizes... ...ideal candidate will originate new business, maintain deep client relationships, and contribute to cross-disciplinary...Remote jobWork at office
- Trusts and Estates Senior AssociatePosition Overview We are seeking a Trusts and Estates Senior Associate to provide sophisticated tax-aware estate planning, trust administration, and fiduciary advice for private clients. The role combines technical tax and trust law expertise...Private clientPrivate practice
$174.32k - $261.48k
...Florida, United StatesSalary: $174,320.00 - $261,480.00Category: Private Client Product Services, Professional, WealthCompany: CitiThe... ...solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to...Private clientFull timeLocal area- ...diverse team helping high-profile clients understand, analyze, and... ...currently seeking a Senior Associate to join our Business Tax... ...senior executives of KPMGs private client base which focuses on... ...-high net worth individual, trust and estate clients Prepare complex individual...Private clientLocal area
- Jobot is seeking a highly qualified, partner-level Trusts & Estates attorney with a minimum of 6 years’ experience. You will... ..., tax, and succession planning. You’ll lead client relationships, mentor associates, and collaborate across the firm on domestic and international...
- DarrowEverett LLP is seeking an experienced Trust & Estates Attorney with immediate availability in Florida. The ideal candidate has in-depth... ...and leadership skills, the ability to manage multiple clients, and a discreet approach to confidential information while representing...Immediate start
$225k - $250k
...highly qualified, partner-level Trusts & Estates attorney with a minimum of 6... ...for high net-worth clients. Analyze and optimize transfer... ...including public charities and private foundations. Conduct financial... .... Supervise and mentor associate attorneys and support staff...Work at office$105.38k - $215.38k
...professional who enjoys building trusted relationships with high-net-... ...when needed.Build strong client relationships through clear,... ...high-net-worth individuals or private clients.Strong client communication... ...geographic differential associated with the location at which the...Private clientWork at officeLocal area- BCG Attorney Search seeks a Trusts and Estates Attorney in Miami, FL to lead complex estate planning for high-net-worth clients. The role emphasizes drafting trusts, wills, powers of attorney, and tax planning documents, while guiding clients through sophisticated asset...
- ...diverse team helping high-profile clients understand, analyze, and... ...key role in growing KPMG's private client tax practice, which... ...-high net worth individual, trust and estate clients Review and provide analyses... ...-looking considerations associated with tax-related...Private clientPrivate practiceWork at officeLocal area
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