Senior Business Development Coordinator - Wealth and Tax
Holland & Knight
Senior Practice Development Coordinator
We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.
This position can be based at one of the Firm's offices: Fort Lauderdale, Miami, Jacksonville, Orlando, Tampa, or West Palm Beach.
General Description: The Senior Practice Development Coordinator will provide business development and marketing support to the firm's Marketing Department and assigned Section/Practice Group(s). Essential functions include assistance with maintaining the team's experience database, coordinating and executing responses to external credentialing surveys and awards programs, coordinating marketing projects, preparing practice development and collateral materials for client and targets, assisting with internal and external team communications, and assisting with events.
Key Responsibilities and Essential Job Functions:
- Become a legal marketing expert of the practice, clientele, sources of business, market trends, competitive landscape and related resources (trade and industry organizations, publications, related professionals).
- Liaise marketing and business development projects, as assigned; take ownership from inception through implementation.
- Strategize with Business Development Team to identify appropriate marketing activities and initiatives (industry events, sponsorships, client events) to support new business opportunities.
- Assist with planning, coordination, and management of such events, webinars, sponsorships, client dinners, including the tracking and follow-up of specific efforts.
- Work with assigned Business Development Team to develop/prepare customized pitch materials for prospect/client presentations; and assist in responding to RFPs.
- Support updating and keeping current the firm's practice development information including marketing collateral, brochures, PPTs, showsheets, deal lists, client lists, biographies and practice group descriptions.
- Coordinate with assigned Business Development Team, marketing teams and PR on external, press releases, communications for deal closings, HKToday, social media posts.
- Assist in tracking and maintaining data - such as deal collection, client lists, etc.
- Assist with directory, award and ranking submissions by working with assigned Business Development Team to draft and collect information, including but not limited to:o Survey Submissions (Chambers, Legal500)o Deal Award Applications (law360, Business Journals, etc.)
- Perform foundational industry, prospect, firm experience, and competitive research to support business development initiatives
- Maintain and update mailing lists.
- Assist assigned Development Team with special projects as needed.
- Respond to lateral recruiting requests and assist Business Development Team in lateral integration.
- Assist Business Development Team in preparation for monthly team meetings.
- Work with the Business Development Team on maintaining and tracking budgets.
- Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.
- Special projects and duties as assigned.
Required Skills:
- Exceptional communication, organizational and project management skills and being a self-starter with proven ability to meet deadlines and handle a wide range of executive level support duties.
- Strong editing and proofreading skills are essential.
- Advanced capability in Microsoft Office Suite, including Excel, Word, and PowerPoint or Microsoft 365.
- Demonstrate enthusiasm and a drive for developing new marketing initiatives with our Practice Development team and Wealth & Tax Section attorneys and will have excellent communication and follow-up skills.
- Ability to perform effectively in a fast-paced, service-oriented environment is essential, as is the ability to multi-task and prioritize.
- Strong oral and written communication skills are critical (spelling, grammar usage, writing skills, etc)
Required Qualifications & Education:
- Bachelor's degree
- 3-5 years of relevant experience in professional services, law firm experience preferred
Physical Requirements:
- Ability to sit or stand for extended periods of time.
- Moderate or advanced keyboard usage.
Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.
Below are the benefits we offer: comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSAs and HSAs; FSAs for dependent care; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents.
Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.
Applicants who are interested in applying for a position and require an accommodation during the process should contact View email address on click.appcast.io.
Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP's privacy policies.
Holland & Knight- ...Role: Senior Tax Manager Location: Hybrid | Miami, Fort Lauderdale, or Hollywood, FL A leading public accounting and advisory... ..., develop, and review the work of staff and seniors Coordinate with attorneys, wealth advisors, and other outside professionals on client...SeniorTaxFull time
- ...Wealth Planner Tobias Financial Advisors is seeking a detail-... ...analyses, and support ongoing tax and planning initiatives. This... ...with Wealth Advisors Coordinate follow-up items with clients,... ...sharing plan ~ Professional development support, including tuition and...Tax
- ...experienced attorney with broad expertise in trusts, estates, guardianship and transfer taxes to join the Trust Counsel Practice Group in Florida. The role reports to the manager and works with Wealth Management and internal partners on fiduciary matters. Responsibilities...SeniorTax
- ...prioritize our people, their development, and their well-being. Our... ...sister entities Kaufman Rossin Wealth and Kaufman Rossin... ...Kaufman Rossin is seeking senior-level tax professionals to join our dynamic... ...and make recommendations for business and process improvements...SeniorTax
$126.1k - $253k
...require complex estate and income tax planning and compliance. Our... ...our clients’ goals. As a Tax Senior Manager, you will be... ...spectrum of tax services including wealth transfer, charitable and retirement... ...as well as across line of business to build client relationships...SeniorTaxFull timeWork experience placementInternshipLocal area- ...Senior Accountant Location: Fort Lauderdale, FL Work Arrangement... ...identify discrepancies, and coordinate resolutions. Assist with... ...meaningful insights into business trends. Conduct ad-hoc financial... ...business personal property tax filings. Assist with U.S....SeniorTaxFull timeWork at officeRemote work
$126.1k - $253k
...Company team is looking for a dynamic Tax Senior Manager to join our expanding Business Tax practice. At RSM, our Private... ...will support you and your development through:Exposure to strategic tax... ..., including succession planning, wealth transfer planning, and tax complianceManage...SeniorTaxFull timeWork experience placementInternshipPrivate practiceLocal area$77.33k - $157.67k
...team at one of the worlds top tax firms. Enjoy a collaborative,... ..., and respond to complex business opportunities and challenges.... ....KPMG is currently seeking a Senior Associate, Property Tax to join... ...property taxStrong knowledge of the development, planning, and execution...SeniorTaxWork experience placementLocal area- ...Senior Trust Advisor Make banking a Fifth Third better We connect... ...families, anticipating clients' wealth planning and Private Bank service needs and coordinating external and internal advisors to... ..., estate, gift and income tax planning, guardianships, special...SeniorTaxBank staffLocal area
- ...goals.EisnerAmper is seeking a Senior Consultant - Grants... ...grant writing and application development experience. You will work closely... ...Qualifications:Bachelor’s degree in Business, Accounting, Finance, Public... ...of the largest accounting, tax, and business advisory firms,...SeniorTaxFull timeWork at officeLocal area2 days per week
$90k - $110k
...Tax Senior Associate | Top 15 CPA Firm | Miami, FL A Top 15 CPA Firm is actively seeking a Tax Senior Associate to join its growing... ..., and investment groups Strong mentorship and career development opportunities Excellent benefits, PTO, CPA support, and professional...SeniorTaxWork at officeLocal area3 days per week- ...leader in innovative wealth management, asset servicing... ...three cornerstones of business conduct which we... ...guardianship and transfer taxes. This position is in... ...organization is encouraged, senior leaders are accessible... ...to learning and development. Canada EEO STATEMENT...SeniorTaxH1bWork at officeLocal areaWork from homeWorldwideFlexible hours
- ...services along with all other accounting, tax and consulting services to clients. As a... ...communication skills Possess excellent people development and delegation skills, including training... ...balance Overtime available during busy season Education: ~ Bachelors in...SeniorTaxRemote work
- ...Tax Senior — Public Accounting The Tax Senior is responsible for preparing and reviewing... ...partnerships, corporations, trusts, and other business entities. This role works closely with... ...client meetings and contribute to the development of client relationships. Mentor and...SeniorTaxLocal area
- ...Tax Senior Hybrid | Fort Lauderdale, FL A growing public accounting and advisory firm is seeking a Tax Senior to support complex... ...tax work Collaborative team with strong mentorship and development Diverse client base including HNW individuals and professional...SeniorTax
$150k
...The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person...TaxLocal area- ...Now Hiring: Senior Tax Analyst (Tax Analyst III) Nova Southeastern University | Davie/Fort Lauderdale, FL Full-Time | Exempt | Annual Salary (Commensurate with Experience) Nova Southeastern University (NSU) is seeking an experienced Senior Tax Analyst (Tax Analyst...SeniorTaxFull timeContract workFor contractorsLocal areaImmediate start
- ...can provide you with a wealth of opportunities to learn about our business and quickly gain experience... ...through professional development, to help lead our industry... ...start to finish. As Senior Valuation Specialist, you... ...Value, periodic reporting, tax, lending, etc.) for...SeniorTaxFull timeWork experience placementWork at officeLocal areaVisa sponsorshipWork visa
- ...flow management, financial modeling, and scenario analysis. Coordinate audits and tax preparation, including documentation, testing, and issue... ...The firm offers individualized onboarding, professional development, a collaborative culture, employer-paid coverage, mental health...SeniorTaxWork at office
- ...Opportunity We are seeking talented and accomplished professionals who have been in client-facing roles to join our expanding tax practice in our Fort Lauderdale and West Palm Beach offices. This is your opportunity to use the breadth of your accounting skills to...SeniorTaxFull timeWork at office
- ...EisnerAmper is seeking a Senior Manager to expand our Real Estate Tax practice. Our Real... ...accuracy and timely delivery.Coordinate the collection and analysis... ...and support staff development while fostering a collaborative... ...conducting impactful business advisory services for...SeniorTaxFull timeWork at officeLocal area
- ...Senior Accountant We are seeking a hands-on Senior Accountant... ...across several areas of the business. Key Responsibilities Support... ...ledger transactions. Coordinate payroll processing for hourly... ...compliance filings, including sales tax, property tax, and annual 109...SeniorTaxHourly payFull time
- ...Senior AccountantThis is an opportunity to join the accounting team... ...well-being, professional development, and a collaborative culture... ...position supports accounting and tax obligations across multiple... ...within established firm deadlines.Coordinate with the CFO and external...SeniorTaxWork at officeLocal area
$70k - $110k
...Tax Senior A reputable Public Accounting firm in the area is looking to add a Tax Senior to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for a Tax Senior...SeniorTaxLocal area$90k - $115k
...Senior Tax Accountant | Pompano Beach | $90k - $115k | Partner Track 4+ years in Public Accounting is required This is a rare opportunity... ...Accounting Someone able to manage HNW clients and local businesses, full-service accounting, taxes, and payroll Proficient in...SeniorTaxLocal areaImmediate startFlexible hours- ...We're growing our Fort Lauderdale team and looking for a Senior Executive Recruiter to own the full recruiting lifecycle for Accounting... ...own candidate network Source across CFO, controllership, tax, audit, FP&A, AP/AR, payroll, and more Conduct phone screens,...SeniorTaxFull timeLocal area
- ...is expanding and seeking an experienced Senior Account and Financial Analyst to join a growing... ...account reconciliations and multi-state tax obligations including sales and use tax... ...month-end and year-end close processes coordinate internal and external audit activities and...SeniorTax
- ...disbursements, ensuring transactions are accurate, properly authorized, and supported by appropriate documentation. • Prepare and file sales tax returns and assist with other tax, regulatory, and compliance filings as required. • Collaborate with internal departments and...SeniorTaxFull time
- ...Job Description Job Description Senior Accountant / Financial Analyst Based in Fort... ...trust accounts and multi-state tax obligations including Sales & Use Tax and... ...Support month-end and year-end close processes coordinate with the CFO and external auditors on annual...SeniorTaxWork at officeLocal area
- ...specialized team of CPAs, EAs, Tax Attorneys, and financial... ...income individuals, successful business owners and mid-market businesses... .... The Role The Senior Client Relationship Manager plays... ...identify client needs, coordinate internally to ensure commitments...SeniorTaxWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Business Development Coordinator - Wealth and Tax. Be the first to apply!
- new business developer Fort Lauderdale, FL
- business development specialist Fort Lauderdale, FL
- business development representative Fort Lauderdale, FL
- business developer Fort Lauderdale, FL
- business engineer Fort Lauderdale, FL
- business continuity analyst Fort Lauderdale, FL
- business development consultant Fort Lauderdale, FL
- business development center representative Fort Lauderdale, FL
- business development associate Fort Lauderdale, FL
- business development coordinator Fort Lauderdale, FL





