Trusts & Estates Associate - High-Net-Worth Planning
5 Legal
5 Legal in Tampa seeks an associate for its Estates & Trusts Practice Group. The candidate should have 2–7 years of experience drafting complex estate plans and charitable giving documents for high net worth individuals, and advising on tax planning. The ideal candidate will hold a J.D. from an ABA-approved law school and be in good standing with the Florida Bar, with strong writing and interpersonal skills for client counseling and collaboration in a top AmLaw environment. #J-18808-Ljbffr 5 Legal
- ...regarded firm that is looking to add a Trusts & Estates Associate to its growing private client... ...experience in trusts & estates, estate planning, or wealth transfer Experience drafting... ...estate planning matters for high-net-worth individuals and families. The firm offers...High net worthPrivate practice
- A reputable law firm in Tampa is seeking a Trusts & Estates Associate to enhance their private client practice. The ideal candidate will have 2... ...trusts & estates, with skills in drafting wills and estate planning documents. Florida Bar admission is required. This...High net worthPrivate practice
- Top 100 AmLaw firm seeks an associate to join its Estates & Trusts Practice Group in their Tampa office. Qualified candidates... ...the following: drafting complex estate plan and business succession planning documents for high net worth individuals; drafting complex charitable...High net worthWork at office
$225k - $310k
...& Lardner LLP is seeking an associate with 1-4 years of relevant experience to join its Estate Planning Practice Group in either our... ...business succession documents for high‑net‑worth individuals and business... ...involvement in estate and trust administration, including probate...High net worthWork at office- Foley & Lardner LLP is looking for an estate planning associate in Tampa, Florida, with 1-4 years of relevant experience. The role involves drafting documents for estate planning and business succession, and supporting tax planning for affluent clients. This position offers...High net worth
$225k - $260k
...Job Description Job Description Trust & Estate Planning Associate Attorney – Tampa, Florida Direct Counsel... ...Associate Attorney to join a highly respected Am Law firm in its Tampa... ...estate planning practice advising high-net-worth individuals, families, businesses,...High net worthWork at office- Job Overview A law firm seeks a Real Estate and Estate Planning Associate in Tampa, FL. This role offers a... ...sophisticated real estate transactions for high-net-worth individuals and families. Duties... .... Advise private clients and trusts on real estate acquisitions, dispositions...High net worth
$250k
...Trust & Estate AttorneyAscension Global Staffing & Executive Search, a Hispanic Women Owned &... ...immediate opening for a Trust & Estates associate with 5-8 years of experience with estate planning for high- and ultra-high net worth clients, with a focus on tax planning, trust...High net worthWork at officeImmediate start- ...management accounts for high-net-worth clients and... ...investment management and trust accounts and working with... ...education of clients, associates, and Centers of Influence... ...clients with wealth planning needs, and managing risk... ...administration and estate planning experienceTechnical...High net worthWork at officeFlexible hoursDay shift
$95.5k - $195.4k
...life moments, you're trusted to deliver results and... ...entities, and investment and estate planning vehicles. Our... ...Technical Expertise: Deliver high-level tax consulting,... ...affecting ultra-high-net-worth clients. Engagement... ...geographic differential associated with the location at...High net worthWork at officeLocal areaRemote workWorldwide- ...Estate Planning AttorneyA nationally respected, full-service law firm with... ...of experience to join its highly regarded Private Client & Wealth... ..., revocable and irrevocable trusts, powers of attorney, and... ...estate plans tailored to high-net-worth individuals and families....High net worthPrivate practice
- A law firm in Tampa, FL is seeking an experienced Trusts, Estate Planning, and Probate Attorney with over 4 years of experience in estates and trusts... ...position involves working with complex trusts and providing high-quality client services in Private Client Services practice....Private practice
- ...investment management firm advising high-net-worth and ultra-high-net-worth... .... Bernstein Private Wealth Associates are client service... ...analytics, and wealth and legacy planning for high-net-worth... ...procedures Advanced training on trusts & estates, wealth planning, investment...High net worth
- ...respected law firm in Florida is seeking an Estate Planning Attorney to advise on complex wealth transfer planning for high-net-worth clients. Candidates should have 2-5 years... ...a strong technical foundation in wills and trusts. Excellent drafting, analytical, and communication...High net worth
- Description Trusts, Estate Planning, Probate Attorney ( 4 + plus years) Trenam is seeking an experienced attorney in the firm’s Private Client... ...min. Excellent communication and legal writing skills with a high level of attention to detail Candidates will be expected to...Private practice
- ...investment management firm advising high-net-worth and ultra-high-net-worth... ...Bernstein Private Wealth Associates are client service... ...analytics, and wealth and legacy planning for high-net-worth... ...Advanced training on trusts & estates, wealth planning, investment...High net worthFlexible hours
$115.44k - $173.16k
...Description This role is a high‑touch point of client... ...of clients in the high net worth segment. The Private... ...Investment Advisors and Trust Advisors to provide proactive... ...a Private Client Planning Experience where it adds... ...(taxes, trust and estate) to provide interdisciplinary...High net worthLocal areaFlexible hours- ...Description:This role is a high-touch point of client... ...of clients in the high net worth segment. The Private... ...Investment Advisors and Trust Advisors to provide proactive... ...with a Private Client Planning ExperienceEffectively... ...(Taxes, Trust and Estate) to provide interdisciplinary...High net worthFull timeLocal areaWork from homeFlexible hours
- ...Proven, transferable book of business with high-net-worth clients (minimum of $10M AUM) ~... ...Responsibilities Serve as a trusted advisor to high-net-worth individuals and... ...opportunities Deliver holistic financial planning Support training initiatives and help...High net worth
- ...investment management firm advising high-net-worth and ultra-high-net-worth... .... Bernstein Private Wealth Associates are client service... ...analytics, and wealth and legacy planning for high-net-worth... ...procedures Advanced training on trusts & estates, wealth planning, investment...High net worth
- Northern Trust seeks a Wealth Strategist in the U.S. to grow client relationships among ultra‑high‑net‑worth individuals and institutions. This senior sales role focuses on sourcing... ...network with attorneys, CPAs, and estate planners, and collaborate with internal...High net worth
- Bank of America is hiring for a fiduciary and investment management lead handling high-net-worth accounts in a trust-focused role. You will oversee administration, education, and business development with teams to ensure strong client outcomes. You will work with high-...High net worth
- ...and banking services, Northern Trust (Nasdaq: NTRS) is proud to... ...approach to wealth management planning. With the support of our local... ...base. You’ll work with ultra high net worth (UHNW) individuals, families... ...attorneys) on the benefits of estate planning services, utilizing...High net worthFull timeH1bLocal areaWorldwideFlexible hours
$10k
...Conversion (NCC) group. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to... ..., where you serve as the short-term point of contact for our high-net-worth clients. Welcome new clients by applying your financial...High net worthTemporary work$120k - $165k
...engagements, mentor staff, and serve as a trusted advisor to clients. The firm values... ...through proactive communication and tax planning discussions Lead, mentor, and develop... ...Prior experience working with high-net-worth individuals, trusts, or family offices...High net worthWork at officeFlexible hours3 days per week- ...lead client relationships and oversee the preparation, review, and delivery of individual, trust, and entity returns for high‑net‑worth clients. The role emphasizes tax planning, clear communication, and mentorship without audit work. The ideal candidate has 5+ years in...High net worthRemote jobWork at officeFlexible hours
- ...responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high- and ultra-high net worth clients' trust, estate/wealth transfer, and financial planning needs. Key responsibilities include building...High net worthFull timeWork experience placementLocal areaWork from homeShift workDay shift
$197k - $303k
...advantage in the market—clients trust CLA Wealth Advisory... ...seamless tax and wealth planning and execution.A... ...your region—identifying high‑value markets, elevating... ...ensure that they are driving net new AUM in the markets,... ...for complex and high‑net‑worth client needs.Operational...High net worthFull timeWork at officeLocal area- ...a deliberate transition—from high-volume tax compliance to premium... ...serious business owners, high-net-worth individuals, and multi-entity... ...firm. The senior-most clients trust you personally. What You’ll... ...Prime and Elite clients—proactive planning, multi-scenario tax strategy,...High net worthFull timeRemote work
- RSM US LLP is seeking an experienced Tax Partner to join our Private Client Services and High Net Worth practice in Florida. You will provide sophisticated tax planning and compliance for multi-generational wealthy families and their private businesses and investment entities...High net worth
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