Private Client Trusts & Estates Associate / Senior Associate
Day Pitney LLP
Overview The role focuses on sophisticated estate planning and estate/trust administration matters, including high-net-worth trust and estate planning and administration, with a requirement for knowledge of relevant Florida state and federal tax laws. Preferred experience includes domestic estate planning (covering succession planning, lifetime giving, estate and income taxation issues, charitable giving), estate planning for retirement assets, and tax-efficient family wealth transfer strategies. Day Pitney's Trusts & Estates practice is nationally recognized for its sophisticated private client work on behalf of high-net-worth individuals, families, and fiduciaries, holding a Band 1 ranking in the Chambers High Net Worth Guide since 2016. The firm offers a hybrid work environment, providing attorneys the ability to work remotely two days per week. Candidates are expected to have a demonstrated interest in actively working in and being involved in the Boca Raton and/or West Palm Beach community. #J-18808-Ljbffr Day Pitney LLP
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Trusts & Estates Associate / Senior Associate in West Palm Beach, FL vacancy
- Day Pitney LLP's Trusts & Estates practice in Florida seeks an attorney focused on sophisticated estate planning and trust administration for high-net-worth individuals and fiduciaries. The role emphasizes knowledge of Florida and federal tax laws and experience with succession...Private clientRemote job2 days per week
- ...Job 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 Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a minimum...Private clientPrivate practiceWork at officeRemote work2 days per week
Direct Counsel
West Palm Beach, FL2 days ago - ## Senior Associate Tax Services- High Net Worth Individuals/... ...assurance firm, providing clients with a genuine coast-... ...Associate in our Private Client Services International... ...held businesses, trusts, and foreign nationals... ...Assist with international estate, gift, and trust...SeniorPrivate clientLocal areaWorldwide
- TD Wealth seeks a Private Client Relationship Manager II to serve as the central contact for high-net-worth clients across banking, lending... ...wealth management. You will partner with Investment Advisors and Trust Advisors to deliver proactive service, manage day-to-day...SeniorPrivate client
$150k - $210k
...Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals and families with global holdings and activities Develop tax planning...SeniorPrivate clientFull timeFixed term contractLocal area- Job Overview A law firm seeks a Real Estate and Estate Planning Associate in West Palm Beach, FL. This role offers a unique opportunity for... ...transfer strategies and tax‑efficient structuring. Advise private clients and trusts on real estate acquisitions, dispositions, and...Private client
$170k - $220k
...Palm Beach,FL, US Experience: Senior Level Salary: $170,000 - $220... ...This position is part of our Private Client Services group and is focused... ...philanthropic advising, and estate planning. Why join us? 216 hours... ...#wealth-planning #estate #trust #1040 #hnw #tax-planning #104...SeniorPrivate clientWork at office$185k
...Position Summary The Tax Senior Manager will oversee tax... ...related entities, including trusts, estates, family partnerships, and closely... ...and estate taxation, strong client relationship management skills... ...strategic growth initiatives for the private client/HNWI practice...SeniorPrivate clientPrivate practiceWork at officeThe Third Group
West Palm Beach, FL4 days ago$125k - $170k
...over 40 countries. We take a hands‑on approach to solving our clients’ problems and assisting them in reaching their potential. Our culture... ...—are why our people love working at A&M. The Team A&M’s Private Equity Performance Improvement Services (PEPI) practice, with offices...SeniorPrivate clientFull timePart timeFlexible hours$125k - $250k
...technical tax research, real estate transactions, and... ...internal teams and clients. This practice serves... ...including real estate private equity funds, public and... ...does not only provide trusted and innovative tax solutions... ...falling within the Senior Associate to early Manager range...SeniorFull timeWork at officeLocal area- ...Growth and delivering for our clients, teammates, communities and... ...complex investment management and trust accounts and working with... ...awareness and education of clients, associates, and Centers of Influence.... ...of trust administration and estate planning experienceTechnical...SeniorWork at officeFlexible hoursDay shift
Bank of America
Palm Beach, FL5 days ago $105.56k - $247.9k
...and tax services to our clients. At Cherry Bekaert we... ...has been created for a Senior Manager to join our high... ...M&A activities of our Private Equity clients and... ...integrity, collaboration, trust, and mutual respect... ...the role, function and associated responsibilities, a candidate...SeniorPrivate clientWork experience placementLocal areaRemote workCherry Bekaert
Palm Beach, FL1 day ago- Senior Tax Manager - Private Client Services Join to apply for the Senior Tax Manager... ...leaders, colleagues and trusted advisors. We equip you with... ...Fund Principals, Trusts and Estates. Senior Managers Can... ...mentor, and evaluate Interns, Associates and Senior Associates;...SeniorPrivate clientFull timeWork experience placementPrivate practiceH1bLocal areaWork visa
- Andersen Tax seeks a seasoned Tax Director for its Private Client Services. The role oversees complex federal and multi-state returns, leading... ...high-net-worth clients and family offices. You will mentor Associates and Managers, coordinate cross-team engagements, and...SeniorPrivate clientLocal area
- Ascendo Resources is assisting a well known CPA firm in West Palm Beach, FL, to hire a Senior Tax Manager focused on high-net-worth and private equity clients. The role is hybrid with three in-office days in West Palm Beach. You will review complex partnership and HNW returns...SeniorPrivate clientWork at office
- Bpbcpa is seeking a Senior Associate for Tax Services focusing on High Net Worth Individuals and International Tax. In this role, you will... ...international tax compliance filings and provide consulting services for clients with global investments. The ideal candidate has a Bachelor’s...SeniorPrivate client
- ...Private Client Trusts & Estates Associate Attorney / Senior Associate AttorneyDirect Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a minimum of four years of experience in sophisticated trusts and estates matters...Private clientPrivate practiceWork at officeRemote work2 days per week
Direct Counsel
West Palm Beach, FL5 days ago $33 - $45 per hour
...communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the worldâ??s most... ...seeking a highly skilled CEI Senior Inspector to join our team and... ...teams partner with public- and private-sector clients to create...SeniorPrivate clientHourly payContract workFor contractorsCasual workWork at officeLocal areaWorldwideRelocation packageFlexible hoursNight shiftAECOM
West Palm Beach, FL5 days ago- ...autonomy to reach your goals.We are seeking a Senior Associate to join the Financial Services... ...in a growing environment and providing clients with exceptional services.What it Means... ...operating on the core tenets of profound trust, professional integrity, and consistent...SeniorFull timeLocal area
- A leading tax services firm is seeking a Senior Tax Manager for their Private Client Services. This role involves overseeing engagement teams and interacting with some of the wealthiest families in the US. Responsibilities include conducting reviews of tax returns, engaging...SeniorPrivate client
- .... You will guide maintenance strategy, lifecycle planning, and client engagements across transit, highways, aviation, and utilities.... ...improvements in reliability, cost efficiency, and service performance for public and private clients. #J-18808-Ljbffr WSP in the U.S.SeniorPrivate client
- SCS Engineers seeks a Senior Engineer/Project Director to lead solid waste projects in the Tampa area... ...operations support. The role requires strong client interaction and oversight as Engineer of Record for public and private clients. Hybrid in the Tampa office is...SeniorPrivate clientWork at officeRelocation
- ...full service AmLaw 200 law firm, seeks an associate for its West Palm Beach office.... ...years of experience and be knowledgeable in estate planning and related practices. The role... ...team that emphasizes individual value and client service. #J-18808-Ljbffr Shutts & Bowen...Private clientWork at office
- ...practice areas to its clients locally, nationally and... ...Beach office is seeking an associate with 2 to 4 years of experience to join its Private Client Services... ...experience in the areas of estate planning, estate and gift... ...taxation, estate and trust administration and related...Private clientPrivate practiceWork at office
$90k - $145k
...Job Description Job Description Title: Tax Senior Associate, Private Client Group Department: Tax, Private Client Group... ...providing tax services to high-net-worth individuals, trusts, private foundations, estates, and family investment partnerships. The Tax Supervisor...SeniorPrivate clientFull timePrivate practiceWork at officeLocal areaAnchin
Palm Beach Gardens, FL8 days ago- ...contributions.Job SummaryLangan is seeking a Senior Site/Civil Project Manager to join its... ...and supporting design, permitting and client management/development efforts for a variety... ...mixed-use projects for both public and private clients;Work closely with office leadership...SeniorPrivate clientFull timeTemporary workWork at officeLocal areaWorldwideFlexible hours
- ...Job Description Job Description The Senior Estimator is responsible for generating new... ...candidate will work closely with clients, estimators, project managers, and field... ...municipalities, property managers, engineers, and private clients. · Identify and pursue new...SeniorPrivate clientFor contractorsFor subcontractor
R & D Paving
West Palm Beach, FL2 days ago - ...9, 2026 at 8:00 AM Arden Trust Company (Arden Trust) is... ...advisors meet their investing clients' vision and ensure their... .... As the Trust Officer Senior, you will report to the... ...officers Background within private banking, wealth management, or estate settlement teams....SeniorImmediate start
- ...based law firm in West Palm Beach. Ideal candidates will have profound expertise in Corporate, Litigation, or Trusts & Estates, with a proven track record in client management, business development, and leadership of legal teams. The role offers opportunities to...Senior
- Senior or Principal Water Resources Engineer or Scientist Overview Do you want to build an impactful career to change the... ...innovative, international engineering and consulting firm serving private and public‑sector clients to address new ventures and complex problems involving...SeniorPrivate clientFull timeContract workWork at officeRemote workNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Trusts & Estates Associate / Senior Associate. Be the first to apply!
Related searches
- client account associate West Palm Beach, FL
- property management associate West Palm Beach, FL
- real estate agent West Palm Beach, FL
- real estate broker West Palm Beach, FL
- apartment locator West Palm Beach, FL
- estate agent West Palm Beach, FL
- real estate salesperson West Palm Beach, FL
- realtor West Palm Beach, FL
- title examiner West Palm Beach, FL
- property management specialist West Palm Beach, FL