Senior Business Development Coordinator - Wealth and Tax
Holland & Knight
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, or Tampa.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 initiativesMaintain 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 degree3-5 years of relevant experience in professional services, law firm experience preferredPhysical 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 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.SummaryLocation: Fort Lauderdale; Miami; Tampa; Jacksonville; OrlandoType: Full timePosted: 2026-10-01Country: United States of AmericaRequisition: R5518Posting ID: e8c6b679ca93100156cb044d638b0000
- Corient in Miami offers a wealth management-focused role for a tax professional with 2-6 years of experience. You will work on fiduciary tax planning, not-for-profit compliance, and complex tax issues within a collaborative family-office setting. Qualifications include...SeniorTaxWork at office
$75k - $160k
...Wealth Management Professional Accelerate your... ...led wealth management businesses provide financial planning... ..., which may include tax and estate planning, philanthropic... ...from our training and development opportunities and... ...177868 Job Category Senior Analyst Posting...SeniorTaxFull timeTemporary workPart timeLocal area$77k - $214k
...Asset And Wealth Management - Renewable Energy Tax Senior AssociateThe Opportunity As an Asset & Wealth Management... ...compliance, and strategy. You will help businesses navigate complex tax regulations... ...to enhance strengths and address development areas. This position offers the...SeniorTaxFull timeH1b- ...Wealth ManagementAcross Wealth Management, Goldman... ...led wealth management businesses provide financial planning... ..., which may include tax and estate planning,... ...Sachs and beyond.Business Development Professionals (BDPs)... ...client meetings and coordinate follow-up, as neededManage...Tax
$200k
...Job Description Meet Guerra Wealth Advisors At Guerra Wealth Advisors... ...Sunny South Florida! Role: Senior Wealth Advisor The Senior... ...complex clients, including business owners, executives, and multi-... ...present advanced strategies for tax planning, estate planning, retirement...SeniorTaxWork at officeRelocation package$114k - $165.3k
...Senior Private Wealth Advisor, Practice Lead Our vision for the future is... ...planning, income optimization, tax-advantaged savings... ...financial plans. Effectively coordinate with advisory team and various... ...retention ~ Bachelor's degree in business or related discipline or...SeniorTax16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal areaFlexible hours$300k
...A leading integrated, fee-only wealth management firm with offices in San... ...New York City is seeking a Director/Senior Director of Tax. This role will focus on tax planning... ...across the team Contribute to business development and the growth of the tax practice...SeniorTaxWork at office$41.51 - $53.04 per hour
...the World by providing expert guidance, tax preparation, and explanations of tax and... ...newest product offerings, TurboTax Live Business, while working at the #11 ranked company... ...able to complete all required training and development as determined by the business including,...SeniorTaxRemote work$28.74 - $36.72 per hour
...skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will be working... ...willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency...SeniorTaxRemote job$147.4k - $336.8k
...services firm with a separate business unit dedicated to the... ...Banking and Capital Markets, Wealth and Asset Management, Insurance... ...FSO team! As a Real Estate Tax Senior Manager, you will lead the design... ...and projects. Business development within the market....SeniorTaxSummer holidayFlexible hours- ...prioritize our people, their development, and their well-being. Our values... ...entities Kaufman Rossin Wealth and Kaufman Rossin Alternative... ...professional with International Tax experience to join our... ...overseas, non-resident aliens with business operations in the United...SeniorTaxOverseas
- ...Job Description Senior Tax Manager | Miami, FL | Hybrid There's a reason people join this CPA firm as Managers and stay long... ...parental leave and plenty of investment in your professional development. Who are they looking for? A CPA qualified Senior Tax...SeniorTaxWork from homeFlexible hours
$132.7k - $303.2k
...firm with a separate business unit dedicated to... ...Capital Markets, Wealth and Asset... ...providing dedicated tax technical services... ...Responsibilities Serve as a Senior Services Manager... ...by directing and coordinating day-to-day... ...LEAD for career, development, and performance conversations...SeniorTaxWork experience placementSummer holidayWork at officeFlexible hours$126.1k - $253k
...Responsibilities Advise business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance. Manage... .... Drive and collaborate with senior leadership on growth opportunities with...SeniorTaxLocal area$120k - $160k
...team? We're on the hunt for a Senior Tax Manager to join our team... ...the chance to impact growing businesses and lean in to your entrepreneurial... ...the effective transition of wealth across generations. Our... ...Contributing to business development efforts through prospect identification...SeniorTaxLocal areaFlexible hours- ...multi-family office and non-bank wealth manager focused on serving... ...worth individuals, fiduciary tax, not for profit compliance... ...complex tax issues and in the development of quality, practical income... ...environment within a growth business ~ Excellent interpersonal,...SeniorTaxFull timeWork experience placementWork at officeFlexible hours
- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower... ...-led wealth management businesses provide financial planning, investment... ...beyond, which may include tax and estate planning,... ...sales, fundraising, business development or investing experience preferred...Tax
- ...Creand Wealth Management is looking for an experienced Senior Accountant to join the team at our Miami office (Brickell)... ...payable, accounts receivable, payroll, tax compliance and forecasting among... ...receivable/payable for assigned business. Review and resolve any...SeniorTaxWork at office
- ...Job Description Senior Tax Manager | Coral Gables, FL | Hybrid Sometimes the hardest part about leaving a firm isn't the job itself... .... The problem? They were working 60+ hours during busy season, had very little flexibility and were expected in the office...SeniorTaxWork at officeWork from homeFlexible hoursWeekend work3 days per week
$126.1k - $253k
...their family office, operating business and investment structures. We... ...where they are along their wealth journey and assist to provide... ...journey: Exposure to strategic tax planning, business advisory... ...with real time feedback for developmental growth. Responsibilities...SeniorTaxWork at officeLocal area$260k - $420k
...bakermckenzie.comApply: McKenzie’s Tax Practice is a leader within... ...pricing, indirect taxes and wealth management tax advice and... ...Baker McKenzie seeks a Mid to Senior-Level Tax Associate for its Tax... ...international expertise to ensure your business thrives across borders.Baker...SeniorTaxPart timeWork at officeLocal areaWorldwide- ...Job Description The Senior Accountant will oversee day-to-day accounts payable and receivable... ...financial statements. The role will also coordinate external audits and support budgeting and... ...-end processes Prepare and submit tax returns along with external tax...SeniorTax
- ...Tax Senior Responsibilities: Managing client engagements from start to finish which includes planning, executing, directing, and completing tax projects, managing the budget, meeting deadlines and client expectations. Supervise, train, and mentor associates on...SeniorTax
- ...General Description:We are seeking a Business Development Coordinator to join the team! The Business Development... ...and long term disability insurance; tax-advantaged accounts for health care... ...sharing; backup dependent care; senior care planning support; resources for...TaxTemporary workWork at officeShift work
$77.2k - $96.5k
...Qualifications: ~ Bachelor’s degree in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle... ...configuring AR, AP, GL, Projects, Costing, and Fusion Tax ~ Familiarity with Oracle Integration Cloud (OIC), REST/SOAP APIs...SeniorTaxFull timeShift work- ...Business Development Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in...Work experience placementLocal areaWork visa
$141.9k - $284.9k
...wealthy families and their private business or investment entities,... ...practice are responsible for tax engagements for a variety of... ...family offices. As a Tax Senior Manager, you will be responsible... ...and other business development activities Basic Qualifications...SeniorTaxWork experience placementInternshipWork at officeLocal areaOverseas- ...Senior Accounts Payable AccountantJoin a team that values your... ...enabling them to preserve their wealth for future generations, and... ..., Procurement, Treasury, Tax, and business stakeholders. The role will... ...responding to inquiries, and coordinating timely follow-up on requested...SeniorTaxPermanent employmentTemporary workWork at office
$100k - $115k
DescriptionA Kforce client, a premier NY/FLA based full-service CPA firm, is seeking outstanding Tax Seniors/Managers in Miami, FL who are seeking a truly unique, attractive work culture. Summary: In this role, the Tax Senior/Manager will work with outstanding clients in...SeniorTax$125k
Altfest Personal Wealth Management, a leading independent, fee-only wealth management firm, is seeking an experienced and highly motivated Director of Business Development to help drive the firm’s continued growth at our Miami office. This is a high-impact opportunity...Work at officeWeekend work2 days per week
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!
- business developer Miami, FL
- new business developer Miami, FL
- business development representative entry-level Miami, FL
- business development coordinator Miami, FL
- business development representative Miami, FL
- business objects developer Miami, FL
- business development specialist Miami, FL
- entry level business development associate Miami, FL
- business development associate remote Miami, FL
- business engineer Miami, FL







