Tax Accountant, Family Office & Trusts
RIVER BEND HOLDINGS, LLC
River Bend Administration, LLC is seeking a Tax Accountant to support annual tax planning and compliance for a multi-generational family, under supervision of the Director of Tax. This role offers exposure to various trust structures and related entities within the FTC. Responsibilities include preparing federal/state tax returns for trusts, corporations, and partnerships, and conducting tax research, with collaboration across the FTC, family advisers, and outside accountants. #J-18808-Ljbffr RIVER BEND HOLDINGS, LLC
- River Bend Administration is seeking a Tax Accountant to support annual tax planning and compliance for a multi-generational family, under supervision of the Director of Tax. You... ...with the FTC team and advisors on various trust structures and entities. The role offers...Work at officeFixed term contract
- Tax Accountant Job Locations US-FL-Naples Requisition ID 2026-2318 # of Openings... ...matters in a supportive and collegial family office environment. New and recent graduates... ...collaboratively with other members of the Family Trust Company ("FTC") team and the family's...Work at officeFixed term contractWork experience placementInternshipImmediate start
- H&R Block in Naples, FL is seeking a year-round Block Advisor/Tax Advisor to prepare complete, accurate returns for individuals and... ...products, and provide IRS support and audit guidance when needed; in-person at a local Block Advisors office. #J-18808-Ljbffr H&R Block, Inc.Work at officeLocal area
$70k - $93k
...ESTATE AND TRUST PARALEGAL Location: Naples, Florida... ...firm's Naples, Florida office. Key Responsibilities:... ...inventories, schedules, and accountings at all probate steps... ..., and fiduciary income tax returns (Form 706, Form... ...between attorneys and families GCG is one of world’s leading...Work at officeRemote work- ...Trust and Estate Senior Counsel or Member Bond, Schoeneck... ...300 attorneys with 15 offices that are located across... ...law school An LLM in tax law or estate planning... ...to those involved in family businesses. We strive for... ...& income tax returns, accountings, preparation of a wide...Work at office
- ...seeking a talented mid-to-senior Trusts & Estates Associate for a... ..., multi-generational families, family offices, closely held enterprises,... ...and asset-funding mechanics. Tax & Compliance Oversight: Prepare... ...by dedicated fiduciary accountants. Specialized Planning: Assist...Work at officePrivate practiceLocal area
- ...join their estate and trust administration team in... ...related federal transfer tax filings. What You’ll Do... ...inventories, schedules, and accountings using data from... ...between attorneys and families Use legal and tax software... ...Familiarity with Microsoft Office and estate/trust...Work at officeFull time
- ...Trusts & Estates Paralegal Cephas Consultancy Services... ..., and federal transfer tax filings. The paralegal... ...support attorneys and families through sensitive and... ...inventories, schedules, and accountings using information from... ...in Microsoft Office and familiarity with estate...Work at officeFull time
$70k - $93k
...solutions, seeks an Estate and Trust Paralegal to manage estate and... ...at the Naples, Florida office, onsite only. This role supports... ...estate, gift, and fiduciary income tax returns, while coordinating... ...clear client communication with families. #J-18808-Ljbffr Advatix Inc.Work at office- ...clients throughout Florida. Our office provides a wide variety of... ..., and to build and maintain trust between our clients and us.... ...advise high-net-worth individuals, families, business owners, fiduciaries,... ...strategies, gift and estate tax planning, asset protection, and...Work at officeLocal area
$215k - $310k
...Private Client Advocate | Trusts & Estates Associate... ...environments. The Naples office serves as a primary hub... ...a robust portfolio of family offices, private foundations... ..., and specialized tax-efficient transfer documents... ...with fiduciary accountants and paralegals to ensure...Work at officeFull timePrivate practice$140k - $195k
...sophisticated estate planning, trust and estate administration,... ...exposure to advanced estate and tax planning matters involving irrevocable... ...high-net-worth individuals, families, trusts, and business... ...attorneys across practice groups and offices. Join a supportive environment...Work at officePermanent employment- ...Business Office Manager (BOM) - Full-Time Position Join our... ...oversee billing, collections, accounts receivable/payable, and financial... ...supporting residents and families with professionalism and compassion... ...billing Oversee resident trust accounts, petty cash, and...Work at officeDaily paidFull timeHome office
- ...referral partners and external COIs. • Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. • Conduct client meetings, annual reviews and evaluate changes in financial objectives, and...Work at officeFull time
- ...Advisor Prepare complete, accurate tax returns for clients with... ...personalized recommendations Build trusted, year-round client... ...to a positive, client-focused office environment About The Role As... ...experience in tax preparation, accounting, finance, or bookkeeping Experience...Work at officeHourly payLocal area
$100k - $130k
...Tax Manager | UHNW Clients | Hybrid, Remote or Onsite | Boutique... ...relationships with some of the wealthiest families in the country. We work almost... ...individual, partnership, and trust filings within the same family... ...PTO, a relaxed and casual office culture, and a true off season...Work at officeCasual workLocal areaImmediate startRemote work- ...FUNCTION: The Senior Trust Advisor will provide... ...objectives. Responsible and accountable for risk by openly... ...with clients and their families, integrating technical... ...needed-- including the tax liaison team, operational... ...Proficiency in and Microsoft Office Suite. High ethical...Work at officeBank staff
$70k - $85k
...to join its estate and trust administration team in... ...related federal transfer tax filings. The Trusts &... ...attorneys, clients and families. Onsite / No Remote.... ...inventories, schedules and accountings using data from... ...Familiarity with Microsoft Office and estate/trust software...Work at officeFull timeRemote work$250k
...due to expansion! Seeking Board Certified Internal Medicine or Family Medicine physician. Joining 3 other Board Certified Primary... ...Personalized, low volume Concierge Practice with NO insurance accepted. Office Hours are 8am - 4:30pm. Average of 10 patients/day....Work at officeRelocation- ...DescriptionPosition Summary:Bessemer Trust is seeking a dynamic and... ...Trust’s Wealth Planning, Family Office Management, Investments, and... ...relationships with attorneys, accountants, family offices and their firms... ...knowledge of investments, tax and estate planning and/or banking...Work at officeTemporary workRemote work
- ...full-time Legal Assistant with 2-3 years of trust and estate planning experience in Naples,... ...Roetzel is a full-service law firm with offices located throughout Ohio, Florida, and... ...international corporations, closely held and family-run businesses, institutions,...Work at officeFull timeRemote work
- ...House Managers & Family Assistants We are actively recruiting experienced, reliable,... ...providers Handle returns, errands, post office, pharmacy pickups, or Amazon/Target orders... ...Warm, respectful, and able to create trust with both adults and children Tech-comfortable...Work at officeFull timePart timeSeasonal workAfternoon shift
- ...legal counsel to individuals, families, and businesses in the region. The Naples office serves a vibrant community... ...continue growing a thriving Trusts, Estates, and Wealth Preservation... ...proceedings, fiduciary accounting, and post-mortem tax planning.Advise on business...Work at office
$34 - $40 per hour
...Working on a team that focuses on a wide range of tax specialty areas including accounting for income taxes, accounting methods and periods, corporate... ...sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability;...Work at officeHourly payWork experience placementInternshipLocal area- ...About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in... ...role is in-person at a local H&R Block tax office. Required Qualifications... ...Qualifications Bachelor’s degree in accounting, finance, or a related field Experience...Work at officeHourly paySeasonal workLocal areaWeekend workAfternoon shift
$28.74 - $36.72 per hour
...communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will be working toward... ...credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience...Remote work$25k - $50k
...Practice Details Seeking a board eligible/board certified Family Medicine physician. Employed opportunity in new hospital-owned... ...Anticipated practice call - 1:15 (telephone only) Single office location Recruiter's Insight Compensation. The Starting...Work at office- ...referral partners and external COIs. Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations...Work at office
$75k - $85k
...‑established Naples, Florida law firm is seeking an experienced Trusts & Estates Legal Assistant to support attorneys handling estate planning... ..., and multitasking skills Proficiency with Microsoft Office and legal document management systems Ability to handle confidential...Work at office- Dentons Cohen & Grigsby P.C. in Naples, FL seeks a meticulous Legal Assistant to support the Estates & Trusts Practice Group and its clients in an in-office role. You will handle daily administrative tasks, coordinate meetings, manage calendars, assist with billing, and...Work at office
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